Convention

PA Bankers 2023 Convention
June 8 - 11, 2023 • The Boca Raton, Boca Raton, Fla.


Experience four days of informative, inspirational and timely educational content, dynamic speakers, community service, networking opportunities, fine dining and entertainment during the PA Bankers 2023 Convention.



    Time Session
         
    Wednesday, June 7
     


     
    12:45 - 4 p.m. OPTIONAL CHARITABLE EVENT - "Boca Helping Hands" (pre-registration is required)
    A family resource center providing service, compassion, dignity & self-sufficiency to those in need.
    Transportation will be provided by PA Bankers
    Limited to first 53 registrants.

         
    Private Evening Events PA Bankers Board, Past Chairs & Staff Event (Invitation Only)
    Board, Past Chairs & Staff Reception & Dinner (Invitation Only)
    Dinner sponsored by: Pillar+Aught
     
         
    Thursday, June 8  
         
    8:45 a.m. - 1 p.m. OPTIONAL TOUR - Charter Catamaran Sail & Snorkel (pre-registration is required)
    Limited to first 49 paid registrants. Must be 10 years of age or older.
    Pick up at Cloister Lobby - East End (at Granite Statue)

       
    1 - 3 p.m. AFTERNOON "WELCOME TO BOCA RATON" RECEPTION - Royal Assembly  
         
    1 - 4 p.m. REGISTRATION - Registration Desk North  
         
    1:45 - 2:45 p.m. CEO PEER EXCHANGE - Royal VII
    *Limited to Bank CEOs Only
     
         
    3 - 5:15 p.m. CEO & DIRECTOR SESSION - Room: Royal VIII, IX, X  
         
    3 - 4 p.m. DEI & The Culture of Your Bank
    Donald Dennis, Chief DEI & Culture Officer, Huntington Bank
     
         
    4:15 - 5:15 p.m. Investment Panel
    Moderator: Jay Junior, D.A. Davidson & Co.
    Panelists: Adam Tarvin, Keefe, Bruyette & Woods, Inc.
    Dan Flaherty, Janney Montgomery Scott
    Alex Bondroff, Piper Sandler
     
         
    7 - 8:15 p.m. CHAIR'S RECEPTION - "Making Our MARK on America" - Harborside Adult Pool & Lawn
     
         
    Friday, June 9    
         
    7 a.m. CONTINENTAL BREAKFAST - Royal Assembly  
         
    7:15  - 7:50 a.m. EARLY BIRD SESSION - FedNow - Addison West
    Joni Everhart Hopkins, AAP, Federal Reserve Bank of Chicago
     
         
    8 - 8:50 a.m. CONCURRENT & GUEST SESSIONS  
         

    Concurrent A:

    Community Banking and BaaS: Understanding the Opportunity Today and How It's Evolving Against an Intensifying Regulatory Backdrop and Economic Pressures - Royal VII  
      Paul Schaus, CCG Catalyst Consulting  
         

    Concurrent B:

    CRA Strategy - Royal VIII
    Steffani Jenkins, CRA Partners
     
         

    Concurrent C:

    Succession Planning to Stabilize a Bank's Future Leadership - Royal IX
    Jennifer Mackin, Wipfli
     
         

    Concurrent D:

    Guest Session - Crack the Code of "Street Smart" Travel: Insider Travel Tips from a Detective's Playbook - Royal X
    Detective Sergeant Kevin Coffey, Travel Safety Expert
     
         
    9 a.m. OPENING CEREMONIES - Royal I-VI
    PRESENTATION OF COLORS

    NATIONAL ANTHEM - Lauren Ritter
     
         
    9:10 - 9:30 a.m. GENERAL SESSION/ANNUAL MEETING
    All Registered Convention Attendees
     
         

    "WELCOME & REMARKS"
     
    9:10 - 9:15 a.m. Welcome & Remarks - J. Duncan Campbell  
    9:15 - 9:30 a.m. Recognition of Past Chairs & Sponsors  
    9:30 - 9:40 a.m. 50- Year Club Inductions  
    9:40 - 10:05 a.m. Nominating Report & Board Election  
    10:10 - 10:15 a.m. Installation of Officers  
         
    10:15 - 10:35 a.m. "2022-2023 CHAIRS' REMARKS"
    Mark Ritter, The Northumberland National Bank
     
         
    10:35 - 11 a.m. SNACK BREAK - Royal Assembly  
         
    11:00 a.m. -12:30 p.m. GENERAL SESSION - Royal I-VI
     
         
    11 - 11:30 a.m. ABA Update
    Daniel D. Robb, ABA Chair, President and CEO, Jonesburg State Bank, Jonesburg, MO 
     
         
    11:30 a.m. - 12:30 p.m. A Different Kind of Career: Undercover in the CIA
    James Olson, Former Directorate of Operations of the CIA, Professor of the Practice Emeritus, The Bush School of Government and Public Service
     
         
    12:30 p.m. ADJOURNMENT/ AFTERNOON FREE  
         
    12:45 - 4 p.m. OPTIONAL TOUR - Craft Beer Tour (pre-registration is required)
    Limited to first 50 paid registrants. Must be 21 years of age or older.
     
         
    12:45 - 4 p.m. OPTIONAL TOUR - Save Florida's Sea Turtles at Gumbo Limbo (pre-registration is required)
    Limited to first 46 paid registrants.
     
         
    Saturday, June 10    
         
    7 a.m. REGISTRATION/CONTINENTAL BREAKFAST - Royal Assembly  
         
    7:15 - 8:15 a.m. SUNRISE $AVINGS: Increase Revenue, Reduce Expenses & Improve the Customer Experience - Addison West
    Commonwealth Charitable Management
    Innovative Financial Solutions (IFS) 
    Investors Title Insurance Company
    Ncontracts
    PNC FIRST
    The Baker Group
    Vikar Technologies

     
         
    8:20  - 9:10 a.m. CONCURRENT SESSIONS  
         

    Concurrent A:

    Moving to an Enterprise Data Strategy - Royal VII
    Kim Snyder, KlariVis
     
         

    Concurrent B:  

    Current Issues in Banking - Royal VIII
    Jeff Cardone, Luse Gorman 
     
         

    Concurrent C:  

    Impacting Your Bottom Line: The State of the Health Care System and the Cost of Burnout - Royal IX
    Presenters: Beckie Beck, Webbers Advisors, Brad Kopcha, The Benecon Group and Trisha Shearer, Webber Advisors
     
         
    8:45 - 10:10 a.m.
    CONCURRENT & GUEST SESSIONS  
         

    8:45 - 10:10 a.m. - Concurrent A:

    Guest/Spouse Session: Cheese & Chocolate Tasting with Wine Flights - Royal VII
     


     

    9:20 - 10:10 a.m. - Concurrent B: 

    ESG - Looking Both Ways at Upstream and Downstream ESG Considerations - Royal VIII
    Joe Donnelly, Baker Tilly US, LLP
     
         

    9:20 - 10:10 a.m. - Concurrent C:

    What Do Millennials and Gen Z Groups Want From You? They Told Us. - Royal IX
    Dailey Betz, Rivel 
     
         

    9:20 - 10:10 a.m. - Concurrent D:

    Solving Your Main Office Space Needs in a Changing Environment - Royal X
    Jim Caliendo, PWCambpell
     
         
    10:10 - 10:25 a.m. COOKIE BREAK - Royal Assembly  
         
    10:25 a.m. GENERAL SESSION - Royal I - VI
    Mark Ritter, The Northumberland National Bank, 2022-2023 PA Bankers Chair
    Angie Sargent, Fulton Financial Corporation, 2023-2024 PA Bankers Chair


    ECONOMIC OUTLOOK
    Stu Hoffman, PNC Bank
     
         
    11:30 a.m. - 12:30 p.m. CLOSING GENERAL SESSION - Remarks by Jeb Bush
    Jeb Bush, Former Governor of Florida
     
         
    12:45 p.m. ADJOURNMENT  
         
    1:30 p.m. PA BANKERS CONVENTION OPEN - RESORT COURSE
    Scramble Format (pre-registration is required)
    Limited to first 128 paid registrants.
     
         
    2 p.m. PICKLEBALL TOURNAMENT - RESORT COURTS
    Limited to first 24 paid registrants.
     
         
    7 - 9 p.m. CLOSING POOL PARTY AT THE BEACH CLUB - "United We Stand" - Fitness & Athletic Pool Decks at the Beach Club
    Wear your red, white and blue.
     

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Contact:
Jackie Catalano
Vice President, Professional Development
(717) 255-6939
 jcatalano@pabankers.com

Cost:
Member Bank/Director Rate: $1,175
Affiliate Member Rate: $1,765
Non-Member Financial Institution Rate: $2,350
Spouse/Family/Guest/Retired Banker Rate: $625