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Past Meetings

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 Loan Market & 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

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 & Retain Millennials as Bank Customers & 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,

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

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