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Session |
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| Wednesday, June 7 |
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| 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.
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| 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 |
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| Thursday, June 8 |
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| 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) |
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| 1 - 3 p.m. |
AFTERNOON "WELCOME TO BOCA RATON" RECEPTION - Royal Assembly |
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| 1 - 4 p.m. |
REGISTRATION - Registration Desk North |
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| 1:45 - 2:45 p.m. |
CEO PEER EXCHANGE - Royal VII
*Limited to Bank CEOs Only
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| 3 - 5:15 p.m. |
CEO & DIRECTOR SESSION - Room: Royal VIII, IX, X |
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| 3 - 4 p.m. |
DEI & The Culture of Your Bank
Donald Dennis, Chief DEI & Culture Officer, Huntington Bank |
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| 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 |
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| 7 - 8:15 p.m. |
CHAIR'S RECEPTION - "Making Our MARK on America" - Harborside Adult Pool & Lawn
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| Friday, June 9 |
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| 7 a.m. |
CONTINENTAL BREAKFAST - Royal Assembly |
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| 7:15 - 7:50 a.m. |
EARLY BIRD SESSION - FedNow - Addison West
Joni Everhart Hopkins, AAP, Federal Reserve Bank of Chicago |
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| 8 - 8:50 a.m. |
CONCURRENT & GUEST SESSIONS |
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Concurrent A:
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Community Banking and BaaS: Understanding the Opportunity Today and How It's Evolving Against an Intensifying Regulatory Backdrop and Economic Pressures - Royal VII |
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Paul Schaus, CCG Catalyst Consulting |
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Concurrent B:
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CRA Strategy - Royal VIII
Steffani Jenkins, CRA Partners |
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Concurrent C:
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Succession Planning to Stabilize a Bank's Future Leadership - Royal IX
Jennifer Mackin, Wipfli |
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Concurrent D:
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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 |
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| 9 a.m. |
OPENING CEREMONIES - Royal I-VI
PRESENTATION OF COLORS
NATIONAL ANTHEM - Lauren Ritter |
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| 9:10 - 9:30 a.m. |
GENERAL SESSION/ANNUAL MEETING
All Registered Convention Attendees
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"WELCOME & REMARKS"
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| 9:10 - 9:15 a.m. |
Welcome & Remarks - J. Duncan Campbell |
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| 9:15 - 9:30 a.m. |
Recognition of Past Chairs & Sponsors |
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| 9:30 - 9:40 a.m. |
50- Year Club Inductions |
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| 9:40 - 10:05 a.m. |
Nominating Report & Board Election |
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| 10:10 - 10:15 a.m. |
Installation of Officers |
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| 10:15 - 10:35 a.m. |
"2022-2023 CHAIRS' REMARKS"
Mark Ritter, The Northumberland National Bank |
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| 10:35 - 11 a.m. |
SNACK BREAK - Royal Assembly |
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| 11:00 a.m. -12:30 p.m. |
GENERAL SESSION - Royal I-VI
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| 11 - 11:30 a.m. |
ABA Update
Daniel D. Robb, ABA Chair, President and CEO, Jonesburg State Bank, Jonesburg, MO |
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| 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 |
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| 12:30 p.m. |
ADJOURNMENT/ AFTERNOON FREE |
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| 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.
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| 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.
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| Saturday, June 10 |
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| 7 a.m. |
REGISTRATION/CONTINENTAL BREAKFAST - Royal Assembly |
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| 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
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| 8:20 - 9:10 a.m. |
CONCURRENT SESSIONS |
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Concurrent A:
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Moving to an Enterprise Data Strategy - Royal VII
Kim Snyder, KlariVis |
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Concurrent B:
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Current Issues in Banking - Royal VIII
Jeff Cardone, Luse Gorman |
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Concurrent C:
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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 |
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8:45 - 10:10 a.m.
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CONCURRENT & GUEST SESSIONS |
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8:45 - 10:10 a.m. - Concurrent A:
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Guest/Spouse Session: Cheese & Chocolate Tasting with Wine Flights - Royal VII
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9:20 - 10:10 a.m. - Concurrent B:
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ESG - Looking Both Ways at Upstream and Downstream ESG Considerations - Royal VIII
Joe Donnelly, Baker Tilly US, LLP |
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9:20 - 10:10 a.m. - Concurrent C:
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What Do Millennials and Gen Z Groups Want From You? They Told Us. - Royal IX
Dailey Betz, Rivel |
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9:20 - 10:10 a.m. - Concurrent D:
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Solving Your Main Office Space Needs in a Changing Environment - Royal X
Jim Caliendo, PWCambpell |
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| 10:10 - 10:25 a.m. |
COOKIE BREAK - Royal Assembly |
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| 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 |
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| 11:30 a.m. - 12:30 p.m. |
CLOSING GENERAL SESSION - Remarks by Jeb Bush
Jeb Bush, Former Governor of Florida |
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| 12:45 p.m. |
ADJOURNMENT |
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| 1:30 p.m. |
PA BANKERS CONVENTION OPEN - RESORT COURSE
Scramble Format (pre-registration is required)
Limited to first 128 paid registrants. |
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| 2 p.m. |
PICKLEBALL TOURNAMENT - RESORT COURTS
Limited to first 24 paid registrants. |
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| 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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