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Past Meetings

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,

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