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Past Meetings

2018 Annual Convention

WHEN:

September 25-27, 2018

WHERE:

Hilton Albany
40 Lodge Street
Albany, NY 12207

2018 Annual Convention

September 25-27, 2018
Hilton Albany
40 Lodge Street
Albany, NY 12207

 

A Pragmatic Approach to Strategic Planning
Susan Powell Byrd, CEO, Westover Strategy, Inc.

Financial Reform Legislation and Regulation and Other Hot Topics−What’s In It For Community Banks?
Jeffrey Cardone, Esq., Partner, Luse Gorman, P.C.
Benjamin Azoff, Esq., Partner, Luse Gorman, P.C.

Threats and Opportunities: Navigating the FinTech Evolution
Brent Biernat, Sr. Vice President & Chief Marketing Officer, COCC
Kyle Charette, Asst. Vice President, Business Development, COCC

Balance Sheet Management and Your Loan Portfolio
Greg Roll, Senior Vice President−Loan Trading Department, ICBA Securities

Opportunities to Access New Capital – The Case For & Against
Robert Flowers, Partner, Fenimore, Kay, Harrison & Ford, LLP
Geoffrey Kay, Partner, Fenimore, Kay, Harrison & Ford, LLP

If You Don’t Have a Digital Payments Strategy − Here Is Why You Should
Tina Giorgio, President & CEO, ICBA Bancard®

Exploring Changes in the Risk Universe
Michael Cohn, CPA, CISA, CEIT, Director of WolfPAC Solutions Group, Wolf & Company, P.C.

How to Identify and Assess Commercial Lending Risk Using Analytics
Dan Gerena, MBA, CSSBB, Senior Manager, Business Intelligence, Freed Maxick CPAs, P.C.

2018 Annual Convention

September 25-27, 2018
Hilton Albany
40 Lodge Street
Albany, NY 12207

 

Banking Blockchain
Josh Garcia, Principal, Ketsal Consulting

Mindset Matters: Improving Profitability by Changing Mindset
Chris Scaffidi, Director or Market Development, The Pacific Institute

Providing a Frictionless Banking Experience: What Banks Can Learn from Apple
Joe Salesky, CEO, CRMNext, Inc.

Panel Discussion: Investigating and Preventing Employee Misconduct: Cybersecurity to Fraud
Moderated By: Charles S. Amodio, CPA, Partner, Ferraro, Amodio & Zarecki, CPA’s
Panelists: Tom Fallati, Partner, Tabner, Ryan & Keniry
John Flory, Partner/VP, TAG Solutions
Teresa Goodwin, Manager of Background Investigation, Alliance Worldwide Investigative Group
Paul Zarecki, Forensic Accountant, Ferraro, Amodio & Zarecki, CPA’s

2018 Security Conference

2018 Security Conference

June 19, 2018
Hilton Garden Inn
Rochester/Pittsford
800 Pittsford Victor
Pittsford, NY 14534

 

The Cyber Access of Evil & What You Need to Know
Lewis R. Robinson, Special Agent in Charge, United States Secret Service

It’s Not A Matter Of If But When…
Tony Martino, Vice President & Co-founder of Anjolen, Anjolen
Michelle Tuttle, Chief Training & Development Manager, Anjolen

Is The Growth in Digital Infrastructure Coupled With Increased Regulation the Perfect Storm?
Ryan Spelman, GSLC, Senior Director, Center for Internet Security

So, The Bad Guys Got in Through the Thermometer in Your Aquarium?
Thomas A. Junge, Regional Sales Manager−Banking & Security, East, Red Hawk Fire & Security

So Many Threats, So Little Time
Chris Bedel, vCISO, Bedel Security
Brian Petzold, vCISO, Bedel Security

Hot Topics: Regulatory Environment on Cyber Security
Steve Kunzinger, Office of the Comptroller of the Currency (OCC)

Panel Discussion: Information Security Governance & Reporting
Moderated by: Jerry Gagne, CPA, CISA, Member of the Firm, Wolf & Company, P.C.
Rochester Panel: Viviane E. Stover, ISO–Five Star Bank, Brandon Beardsley, RMO–Genesee Regional Bank, Alicia M. Witt, CLP CISO–Evans Bank

2018 Security Conference

June 20, 2018
Hilton Garden Inn
Troy
235 Hoosick Street
Troy, NY 12180

 

The Cyber Access of Evil & What You Need to Know
Jon D. Murphy, MBA, CISSP, Resident Agent in Charge, United States Secret Service

It’s Not A Matter Of If But When…
Tony Martino, Vice President & Co-founder of Anjolen, Anjolen
Michelle Tuttle, Chief Training & Development Manager, Anjolen

Is The Growth in Digital Infrastructure Coupled With Increased Regulation the Perfect Storm?
Ryan Spelman, GSLC, Senior Director, Center for Internet Security

So, The Bad Guys Got in Through the Thermometer in Your Aquarium?
Thomas A. Junge, Regional Sales Manager−Banking & Security, East, Red Hawk Fire & Security

So Many Threats, So Little Time
Chris Bedel, vCISO, Bedel Security
Brian Petzold, vCISO, Bedel Security

Hot Topics: Regulatory Environment on Cyber Security
Jerry Gagne, CPA, CISA, Member of the Firm, Wolf & Company, P.C.

Panel Discussion: Information Security Governance & Reporting
Moderated by: Jerry Gagne, CPA, CISA, Member of the Firm, Wolf & Company, P.C.
Troy Panel: Ted Tomita, SVP, CTO, CISO–Catskill Hudson Bank, Erv Murray, SVP, CIO/COO–Ballston Spa National Bank

2018 Human Resources Conference

2018 Human Resources Conference

June 12, 2018
Hilton Garden Inn
Rochester/Pittsford
800 Pittsford Victor
Pittsford, NY 14534

 

Sexual Harassment in the Workplace
Michael Jakowsky, Esq., Partner, Jackson Lewis P.C.

Pay Attention! Changes in FSLA & State Regulations and Other Wage and Hour Developments
Michael Jakowsky, Esq., Partner, Jackson Lewis P.C.

Managing Leaves of Absence: What Employers Need to Know
Katherine McClung, Esq., Member, Labor and Employment, Bond Schoeneck & King Attorneys
Theresa E. Rusnak, Esq., Associate, Bond Schoeneck & King Attorneys

Hot Topics in Compensation & Employee Benefits
Jeff Cardone, Esq., Luse Gorman, P.C.

Telemedicine 
April Hartloff, Benefits Consultant, The Financial Guys Insurance Agency, LLC
Alan Justin Jr., Benefits Consultant, The Financial Guys Insurance Agency, LLC

Talent Retention & Acquisition and On Boarding/Exit Interview & Documentation
Nick Ryberg, President & Founder, HunterRoss, LLC

2018 Human Resources Conference

June 13, 2018
Hilton Garden Inn
Troy
235 Hoosick Street
Troy, NY 12180

 

Sexual Harassment in the Workplace
Michael Jakowsky, Esq., Partner, Jackson Lewis P.C.

Pay Attention! Changes in FSLA & State Regulations and Other Wage and Hour Developments
Michael Jakowsky, Esq., Partner, Jackson Lewis P.C.

Managing Leaves of Absence: What Employers Need to Know
Michael D. Billok, Esq., Bond Schoeneck & King Attorneys

Hot Topics in Compensation & Employee Benefits
Jeff Cardone, Esq., Luse Gorman, P.C.

Telemedicine 
April Hartloff, Benefits Consultant, The Financial Guys Insurance Agency, LLC
Alan Justin Jr., Benefits Consultant, The Financial Guys Insurance Agency, LLC

Talent Retention & Acquisition and On Boarding/Exit Interview & Documentation
Nick Ryberg, President & Founder, HunterRoss, LLC

2018 Lending Conference

2018 Lending Conference

June 5-6, 2018
Woodcliff Hotel & Spa

199 Woodcliff Drive
Fairport, NY 14450

 

The Economic Outlook & Implications for Credit Risk
Bharpur “Bo” Singh, President & Owner, T. Gschwender & Associates

DIY Credit Stress Test: Steps to Create and What the Numbers Tell You
Shawn O’Brien, President, QwickRate

Commercial Real Estate Lending-Understanding the Risks and Rewards
Rob Ashbaugh, Risk Management Consultant, Sageworks

Fundamentals of C&I and Balance Sheet Lending
Craig Poms, SVP-Partnership Director, LSQ Funding

Update on Fintech
Bryan Adler, Co-Founder, Vetter

2018 Lending Conference

June 5-6, 2018
Woodcliff Hotel & Spa

199 Woodcliff Drive
Fairport, NY 14450

 

Lending Technology Trends to Succeed With Millennials
Josh Thompson, Business Process Architect, Baker Hill

Keeping the Door Open for Small Business Customers: An Overview of Excelsior Growth Fund
Bryan Doxford, SVP, New York Business Development Corp. & Chief Lending Officer, Excelsior Growth Fund

Growing the Bank: An Outlook on Lending Technologies
Wayne Gore, Director-Membership, Alliance Partners

How Data Addresses Change in the Financial Services Sector
Dean Giglio, Managing Director, CEIS Review Inc.

2018 Banking Executive Symposium

2018 Banking Executive Symposium

May 7-9, 2018
Watkins Glen

Harbor Hotel
16 N. Franklin Street
Watkins Glen, NY 14891

 

New York State & National Economic Trends
Jaison Abel, Head of Regional Analysis, Federal Home Loan Bank of New York

Understanding Today’s Threat Landscape + Threat & Vulnerability Management= A Winning Security Combination for Banks
Alex Hernandez, VP of Customer Solutions, DefenseStorm

Enterprise Risk and Vendor Management- Effectively Assessing the Risk
Mitchell Klein, VP of Risk Services, Ncontracts

Interest Rate Risk- Managing Through the Uptick in Rates
Al Forrester, CEO, FICast Data Corporation

Creating Funding Stability During Uncertain Times
Kevin Hamilton, Regional Director, Promontory Interfinancial Network

New York & Federal Accounting Update
Paul Fries, CPA, Partner, The Bonadio Group
Nate Pensgen, CPA, Principal, The Bonadio Group

Navigating A Sea Of Change: Strategic Partnerships in the Mortgage Industry
Daniela Bigalli, Vice President of Sales & Marketing, Homestead Funding

“Moneyball” for Community Banks: Financial Principles of Generating Long-Term, Quality, Sustainable Earnings
Gary Svec, Managing Director, Performance Trust Capital Partners, LLC

2018 Banking Executive Symposium

May 7-9, 2018
Watkins Glen

Harbor Hotel
16 N. Franklin Street
Watkins Glen, NY 14891

 

Expensive Mistakes Financial Institutions Make With Their Vendors
Brent Lapp, Sr. Vice President, Strategic Resource Management, Inc. (SRM)
Mark Mrva, Vice President-Project Management, Strategic Resource Management, Inc. (SRM)

Balance Sheet Strategies in Today’s Economic Environment
Scott Hildenbrand, Principal & Chief Balance Sheet Strategist, Sandler O’Neill + Partners

FHLBNY Update
Tom Settino, VP, Director Sales, FHLBNY

The Role of Technology in Second-Look Programs
Bryan Doxford, SVP, NYBDC & Chief Lending Officer, Excelsior Growth Fund

2018 Directors Conference

2018 Directors Conference
Rochester

April 10, 2018
Hilton Garden Inn

Rochester/Pittsford
800 Pittsford Victor
Pittsford, NY 14534

 

10 Financial Trends You Can’t Ignore
John Doherty, CPA, CGMA, Member of the Firm, Wolf & Company P.C.

Backup Disaster & Recovery Incidence Response Video
John Flory, Partner & Vice President, TAG Solutions

FDIC Update
John Vogel, Regional Director- Division of Risk Management Supervision/Division of Depositor & Consumer Protection, FDIC
Robert Cordeiro, Assistant Regional Director, FDIC

What Your Board Needs To Know About ALM
Chris Dahlgren, Associate Director of Regulatory Affairs, First Empire Securities

Monitoring & Controlling Credit Risk
Richard J. Elliot, EVP/Loan Review Service, T. Gschwender & Associates, Inc.
Don Alred, EVP/Senior Consultant, T. Gschwender & Associates, Inc.

Incentivizing Your Team To Maximize Your Values- Strategies For Community Banks
Flynt Gallagher, President, Compensation Advisors

Navigating A Sea Of Change: Strategic Partnerships in the Mortgage Industry
Daniela Bigalli, Vice President of Sales & Marketing, Homestead Funding

2018 Directors Conference
Troy

April 11, 2018
Hilton Garden Inn

Troy
235 Hoosick Street
Troy, NY 12180

 

10 Financial Trends You Can’t Ignore
John Doherty, CPA, CGMA, Member of the Firm, Wolf & Company P.C.

Backup Disaster & Recovery Incidence Response Video
John Flory, Partner & Vice President, TAG Solutions

FDIC Update
Steve Slovinski, Assistant Regional Director, FDIC
Robert Cordeiro, Assistant Regional Director, FDIC

What Your Board Needs To Know About ALM
Chris Dahlgren, Associate Director of Regulatory Affairs, First Empire Securities

Monitoring & Controlling Credit Risk
Richard J. Elliot, EVP/Loan Review Service, T. Gschwender & Associates, Inc.
Don Alred, EVP/Senior Consultant, T. Gschwender & Associates, Inc.

Incentivizing Your Team To Maximize Your Values- Strategies For Community Banks
Flynt Gallagher, President, Compensation Advisors

Navigating A Sea Of Change: Strategic Partnerships in the Mortgage Industry
Daniela Bigalli, Vice President of Sales & Marketing, Homestead Funding

2018 CEO Forums

March 26, 2018
Albany, NY

Pioneer Bank
652 Albany-Shaker Road
Albany, NY 12211

March 27, 2018
Syracuse, NY

DoubleTree by Hilton Hotel Syracuse
6301 State Route 298
East Syracuse, NY 13057

2018 Compliance Conference

2018 Compliance Conference

March 20, 2018
Hilton Garden Inn

Rochester/Pittsford
800 Pittsford Victor
Pittsford, NY 14534

 

2017 Top Violations & 2018 Hot Issues
Yolanda Ford, Deputy Superintendent, Department of Financial Services (DFS)
Michael Weiss, Director of Fair Lending & Consumer Compliance, DFS
Ronald Castrichini, National Bank Examiner, Office of the Comptroller of the Currency (OCC)

Safety & Soundness Issues
Yolanda Ford, Deputy Superintendent, DFS

Fair Lending & HMDA
Michael Weiss, Director of Fair Lending & Consumer Compliance, DFS

Update on CRA- What to Look For In 2018
Ronald Castrichini, National Bank Examiner, OCC

BSA Beneficial Ownership
Erica Torres, Principle-Regulatory Compliance Service Group, Wolf & Company, P.C.

Panel Discussion: Community Bank CMS Structure and Regulatory Change
Moderated By: Erica Torres, Principle-Regulatory Compliance Service Group, Wolf & Company, P.C.
Rochester Panel: Richard Johnson, Bank of Akron
Bethany Bowers, Five Star Bank
Rhonda Hutchins, Pathfinder Bank

2018 Compliance Conference

March 20, 2018
Hilton Garden Inn

Troy
235 Hoosick Street
Troy, NY 12180

 

2017 Top Violations & 2018 Hot Issues
Yolanda Ford, Deputy Superintendent, Department of Financial Services (DFS)
Michael Weiss, Director of Fair Lending & Consumer Compliance, DFS
Deborah Herrmann, Syracuse Field Office, Office of the Comptroller of the Currency (OCC)

Safety & Soundness Issues
Yolanda Ford, Deputy Superintendent, DFS

Fair Lending & HMDA
Michael Weiss, Director of Fair Lending & Consumer Compliance, DFS

Update on CRA- What to Look For In 2018
Deborah Herrmann, Syracuse Field Office, OCC

BSA Beneficial Ownership
Erica Torres, Principle-Regulatory Compliance Service Group, Wolf & Company, P.C.

Panel Discussion: Community Bank CMS Structure and Regulatory Change
Moderated By: Erica Torres, Principle-Regulatory Compliance Service Group, Wolf & Company, P.C.
Troy Panel: Laura Mazzara, Pioneer Bank
Cindi Siatkowski, First National Bank of Scotia
Allyson Webster, Kinderhook Bank

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