Bank Leadership and Profitability Improvement Conference

Bank Leadership and Profitability Improvement Conference

Location: Miami Beach, FL
Start date:

8/19/2019 8:00 AM Eastern

End date:

8/20/2019 1:30 PM Eastern

Industries: Banking
Bank Leadership and Profitability Improvement Conference
Event details

Join us for a two-day educational event focused on big-picture business issues centered on leadership and profitability.


Registration fee: $995 (Includes meals and sessions)
Guest package: $295 (includes two breakfasts, two lunches, and cocktail reception/dinner)

Location/hotel information

Faena Hotel Miami Beach
3201 Collins Ave
Miami Beach, FL 33140
+1 305 534 8800

Make a reservation: Group rates are subject to availability; therefore, we urge you to book as early as possible to take advantage of the special rates secured at the host hotel for the event. Rate: $225 (available three nights pre and post conference)


Monday, Aug. 19

8:30 a.m.-11:30 a.m. – Roundtable Discussion
Breakout sessions designed for lively, candid discussions between CEO, CFO, and Board of Directors. Moderated by legal, financial, and accounting professionals, participant demand drives topics which and address the banking industry’s most pressing operational, financial, and managerial issues. By attending this session, participants should be able to provide recommendations and updates to their organizations on leadership, mergers & acquisitions, risk and financial reporting issues.

  • CFO Session Moderators:
    Sal Inserra, partner – Crowe LLP
    Larry Spaccasi, partner – Luse Gorman PC
    Kamal Hosein, managing director – Stifel Financial Corp
  • CEO/Board Session Moderators:
    Ray Calvey, partner – Crowe LLP
    John Gorman, partner – Luse Gorman PC
    Thomas O'Neill, managing director – Stifel Financial Corp

11:30 a.m.-12:45 p.m. – Group Discussion and Lunch

12:45-1:00 p.m. – Welcome and Introductions

  • Ray Calvey, partner – Crowe LLP

1:00-1:50 p.m. – Cannabis and Banking
With personal and medical use of cannabis legalized in a growing number of states but still considered a Specified Unlawful Activity (SUA) by Federal Law, banks are struggling with how to define their risk appetite and how they manage their risk associated with Marijuana-Related Businesses (MRBs) and the many players in the MRB ecosystem. This session will explore the major MRB issues and challenges facing financial institutions and how they are coping with this complex and rapidly changing landscape. As a result of attending this session, participants should be able to evaluate the risks and rewards of engagement in this controversial yet growing industry.

  • Alan Abel, managing director – Crowe LLP
  • Gary Lax, partner – Luse Gorman PC

1:50-2:40 p.m. – Strategic Technology Partnerships (Core and FinTech)
Mounting pressures on providers of Core Data Processing solutions have even hit the media as three decades of dependence on Core systems comes to the forefront. Banks of all sizes need to be
competitive in the digital arena and fast. Banks can either partner or compete with FinTech solutions, as they also compete with large national banks who have their own capabilities and partnerships. Core providers hold the keys to the kingdom, and in many cases, partnerships between banks and FinTechs may not benefit Core providers. This session offers a strategic look at the contractual, technical and practical approaches to competing digitally. As a result of attending this session, participants should be able to apply practical approaches to assess, invest and implement financial services technology, implement strategies around or with core providers to support these initiatives, and explain how to create value for banks in today’s digital marketplace.

  • Tom Grottke, managing director – Crowe LLP
  • Jeff Lee, chief marketing officer – Seacoast Bank ($5.8B – FL)

2:40-2:55 p.m. – Break

2:55-4:10 p.m. – CECL Silver Linings: The Positive Business Impacts of Adoption
CECL is a reality – and, if executed correctly, can offer many benefits to your bank. Maximize your investment in this required accounting standard using lessons learned from our implementation
projects. As a result of attending this session, participants should be able to analyze data used to estimate credit losses to make more informed decisions about pricing and underwriting policies, identify opportunities to reduce losses and increase margin, and provide recommendations to potentially reduce CECL compliance efforts.

  • Chad Kellar, partner – Crowe LLP
  • Mandi Simpson, partner – Crowe LLP

4:10-5:00 p.m. – Customer Experience
Banks around the country are more focused than ever, in today’s digital world, on the customer experience. This session will offer practical tips from the nation’s leading bank Customer Experience
Officers on how to stay connected to customers, how to measure and improve customer experience during web, app-based and person-to-person interactions, and how to build relationships beyond
transactions. As a result of attending this session, participants should be able to examine and recommend changes to their culture to improve customer experience.

  • Tim Reimink, managing director – Crowe LLP (moderator)
  • Ann Ryan, chief client experience officer – Old National Bank ($19.6B IN)

6:30-9:30 p.m. – Group Discussion, Reception, and Dinner
Join speakers, peers, and spouses for a recap of the day’s events in a relaxed social setting over drinks and dinner prepared by Faena’s critically acclaimed celebrity chefs

Tuesday, Aug. 20

7:30-8:30 a.m. – Breakfast

8:30-9:20 a.m. – Executive Perspective on Growth and Profitability
Bank executives candidly offer insight into some of the industry’s most pressing issues including financial implications of the current state of the banking industry, capital raising, putting excess capital to use through M&A, and increased profitability through diversified revenue streams, cost control and the use of technology. As a result of attending this session, participants should be able to explain current operational, financial, and reporting issues to their banks.

  • Sal Inserra, partner – Crowe LLP
  • Charles “Skip” Hageboeck, chief executive officer, City Holding Company ($4.9B WV)
  • Bankers TBD

9:20-10:10 a.m. – Legal, Financial Reporting and Market Hot Topics
In the banking industry, new rules and policies are continuously on the horizon. This discussion will focus on current changes in legal, regulatory and financial reporting issues – and the considerations for compliance functions, regulatory capital and investor reporting. As a result of attending this session, participants should be able to discuss pending issues that could affect their banks in the near future.

  • Gary Lax, partner – Luse Gorman PC
  • Kamal Hosein, managing director – Stifel Financial Corp.
  • Sydney Garmong, partner – Crowe LLP

10:10-10:20 a.m. – Break

10:20-11:10 a.m. – The Economic Outlook
Chief Economist Dr. Lindsey Piegza will look at the pace of our economic recovery and what it means going forward for overall growth, interest rates and monetary policy. She will cover macroeconomic trends in consumer spending and corporate investment, in addition to new Federal Reserve policy initiatives and the potential economic effects of these changes. She will also examine the changing global and political environment, and the outlook for potential recession. As a result of attending this session, participants should be able to express to management teams the possible effect of economic issues on their organizations.

  • Lindsey Piegza, chief economist – Stifel Financial Corp

11:10 a.m.-Noon – Anatomy of a Breach: The Day After
Many high-profile data breaches have made the news in recent years. Learn what happened, how it was handled and, most importantly, what was done the day after to reduce the chances of it happening again. As a result of attending this session, participants should be able to help design better organizational controls to mitigate the risk of potential breaches and implement communication plans during and after an attack.

  • Kiel Murray, senior manager – Crowe LLP
  • Larry Spaccasi, partner - Luse Gorman PC
  • James Brannen, president & CEO – First Seacoast Bank ($360M, NH)

Noon-1:15 p.m. – Forming a Strategic Board
The most effective boards are comprised of directors with a variety of skill sets to aid in driving the strategic direction of their organizations. As your bank considers board succession, it is imperative to assess who you have, what insights each director provides and fill the gaps. To do this management must also know what the board is responsible for with respect to corporate governance, mergers and acquisitions, and other strategic initiatives. As a result of attending this session, participants should be able to describe the strategic roles and responsibilities of the board and provide recommendations to improve their board compositions.

  • Joe Berry, managing director – Keefe, Bruyette & Woods
  • John Gorman, partner – Luse Gorman PC

1:15-1:30 p.m. – Closing and Q&A

  • Mike Percy, partner – Crowe LLP

Continuing Professional Education

This program is recommended for up to 13 hours of CPE.
Additional CPE Information

Program level: Overview
Recommended field of study: 7.5 specialized knowledge, 2.0 information technology, 1.5 business management and organization, 1.0 communications and marketing, 1.0 economics
Prerequisite: None
Advanced Prep: None

Space is limited at this live group event. In the event of a cancellation, refunds will be issued if a written request is sent to Laura Snyder by Aug. 1. No-shows will be billed.

Contact information

For more information, please contact Laura Snyder via email or by calling +1 404 442 1637.