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
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
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
43rd Annual Convention
September 25-27, 2017
The Conference & Event Center
Niagara Falls, NY
U.S. & New York State Economic Trends & Outlook
Gary Keith, Senior Vice President, Regional Economist, M & T Bank
Overview of the Business Landscape, Outlook on Retail Deposits and Opportunities for Growth
José R. González, President & CEO, Federal Home Loan Bank of New York (FHLBNY)
Peer Analysis How Does Your Bank Stack Up?
Shawn O’Brien, President, QwickRate
Regaining Customer Intimacy: Apply Proven Customer Experience Management Practices to Build Rock-Solid Relationships With Your Highest-Priority Customers
Chuck Bruney, Founder & CEO, Align fsc
The New Adminstration and Your Balance Sheet
Jim Reber, President & CEO, ICBA Securities
Embracing the Millennial Revolution: How to Attract and Retain Millennials as Bank Customers and Employees
Chris Soule, Director of Business Development, ncino
The Value of Competition in Payments
Tom Miller, SVP, SHAZAM
2017 CFO/Senior Management Conference
June 7-9, 2017
The Thayer Hotel at West Point
West Point, NY
Portfolio Strategies for a Dynamic Rate Environment
Greg Roll, CFA, Sr. Vice President, Investment Strategies Group, Vining Sparks
CECL Initial and Subsequent Measurement: A Practical Approach
Neekis Hammond, Senior Consultant, Sageworks
Capital Markets Subordinate Debt: What Are the Options for Community Banks?
Heather Archer Eastep, Partner, Hunton & Williams
Tax Update for Banks
Paul E. Fries, CPA, Partner, The Bonadio Group
Risk Monitoring: A Collaborative Approach
Jason Moses, Senior Risk Advisor, Ncontracts
Powerful Practical Techniques to Manage CRE Concentrations
Guy LeBlanc, Senior Analyst, Invictus Consulting Group
Bank Supervisory Hot Topics: What-Senior Management Needs to Know
Michael Mancusi, Patner & Kevin Toomey, Associte, Arnold & Porter Kaye Scholer
Enhancing Growth Through the Secondary Loanmarket Trends-in Loan Participation
Mark Ferrara, Managing Director, LPC Services
Incenting Your Team to Maximize Value Designing Plans to Reward Retain Employees
JR Llewellyn, Sr. Vice President, Meyer-Chetfield Compensation Advisors
2017 Lending Conference
May 9-10, 2017
Syracuse Marriott Downtown
Syracuse, NY
The Evolving Digital & Mobile Lending Landscape
Robert Giltner, Chairman RCGILTNER Services, Inc.
Trevor Knott, Senior Vice PRsident, Business Development, BSG Financial Group
Effectively Managing Credit Risk
Bharpur “Bo” Singh, Presidnet & Owner, T.Gschwender & Associates
Five Reasons Why Development Projects Lose Money
Bob Scales, Managing Dirctor, CodeFi Solutions
CECL- What It Means for Community Financial Institutions
Tim McPeak, Senior Risk Mangement Consultant, Sageworks
Working With Lenders to Proactively Build the Best Portfolios
Craig Poms, SVP & Bank Partnership Director, LSQ Funding
8 Ways to Leverage Fin-Tech
Mike Persichini, VP-Commercial Finance, BlueVine
Managing CRE Concentrations
Elizabeth Williams, Managing Director-Special Projects, CEIS Review
Achieving Scale in Consumer Small Business Lending
Wayne Gore, Managing Director, Client Services, Alliance Partners
Preparing for the Next-Down Cycle-Is Your Bank Prepared?
David Ruffin, Director, DHG Credit Risk Management
The Loan Committee- Past-Mistakes, Future Promise
Karl Nelson, Founder & CEO, KPN Consulting
Bank Directors Conference
April 11 & 12, 2017
Rochester & Albany
Merger & Acquisition Update- How Capital & Capital Markets Drive the Process
Dan Flaherty, VP-Investment Banking, FIG Partners
Cybersecurity Governance 101- A Director’s Guide to Cyber Threats and Security
Alex Hernandez, VP Customer Solutions, DefenseStorm
Enterprise Risk Management: EQ or IQ. Which Do I Practice?
Michael D. Cohen, CPA, CISA, CGEIT, Director of the WolfPAC Solutions Group—Wolf & Company, P.C.
Are You Prepared for Your Next Exam?
E. Prescott Ford, CFA, Managing Director of Regulatory Affairs, First Empirt Securities
Mark Ferrara, Managing Director, LPC Services
Embracing the Millennial Revolution: How to Attract and Retain Millennials as Bank Customers and Employees
Chris Soule, Director of Business Development, ncino
Current Issues Facing Financial Institutions
Jeffrey Cardone, Esq., Partner, Luse Gorman, P.C.
Shareholder Succession- Capital Needs Shareholder Liquidity
Peter Scully, CEO, BancList.com