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CONFERENCE
HIGHLIGHTS
Opening
General Session
Sunday, February 29 - 2:00-3:30 pm
“Lessons
for Building a High Performance Organization”
John Brandt, CEO, CEO Magazine
John
Brandt’s unique access and relationships with CEOs and top executive
teams give him an exceptional understanding of how traditional and
non-traditional organizations can reinvent themselves through the
intelligent use of advanced management theory and leading-edge
technology. He combines these assets with his wit, research and insights
to help organizations position themselves for a long and profitable
future.
Monday,
March 1
General
Session - 7:30-9:30 am
“The Six
Immutable Building Blocks of High Performance”
Cass Bettinger, President, Cass Bettinger & Associates
This
session will identify and define the fundamental and unalterable
realities inherent in the commercial bank business model. We will then address each of the specific strategic implications
of these realities, which are ... always have been ... and always will
be ... “the six immutable building blocks of high performance” for
all commercial banks.
“Someone
Turn Off the Waves…Can't You See I'm Trying To Build Sandcastles? …
Becoming an Enthusiologist in Your Organization”
Tom Dobyns, Chief Enthusiology Officer, Enthusiology!
Where
does the time go? Did you have good intentions of being a proactive
leader in your organization today? Again you spent the day doing things
that "needed to get done", but weren't strategic at all. We'll
discuss how you can increase your effectiveness as a leader, given all
the "waves" that regularly crash around you. Your people are
your greatest asset, and your biggest leverage point for increasing
profitability, productivity and effectiveness in your organization. If
you could only focus on one item in the coming 12 months, your people
would provide the biggest positive change…period! Several simple
principles will be discussed to fill your bank with Enthusiology!
Concurrent
Sessions - 1:30-2:30 pm
“Winning
the Bank Talent War”
Steve Williams, Principal, CornerStone Advisors, Inc.
Recruiting
and holding onto qualified employees has become a big headache for
bankers. Many senior managers are worried they won’t be able to build
the right team for the next 10 years from an arsenal of body-pierced
tellers, workmen’s comp fraudsters and late-stage job coasters. Steve
will address new ideas in recruiting, training, compensating, incenting
and executive development that will overcome this ongoing problem.
“Analyst
Panel Discussion of Community Bank Stock
Value and Market Issues”
Joseph K. Morford, Managing Director, RBC Capital Markets
Fred Price, Principal, Sandler O’Neill & Partners
Brett Rabatin, Senior Analyst, FTN Midwest Research Securities Corp.
Is
margin compression a permanent condition and or a temporary situation
and if so, when will we return to “normal”? What’s new in capital
management? What’s the future of trust preferred issues? What
“new" alternatives exist for raising capital? How leveraged
should you be? What’s the
latest in the M & A world? Is there a “sweet spot” in size for
community banks to sell? Three
investment experts in this panel discussion will address these and other
important questions during this session.
Tuesday,
March 2
Concurrent
Sessions - 9:45-10:45 am
“The New
Expectations of Bank Leaders: Developing and Retaining Rainmakers”
John D. Callos, President & CEO, IdeaBridge, Corporate Growth Advisors
The proven best
practices in commercial banking sales and referral building are
reviewed. This presentation provides keen insight into the essential
qualities, traits and attributes of leading bank Rainmakers. John draws
from his experience as a 20-year banking veteran and from his current
training programs that involve hundreds of commercial bankers in highly
competitive markets. He
identifies with unique clarity, exactly what Rainmakers are doing to
consistently grow their banks and he also outlines what to do when sales
prove elusive. If growth is on your bank's agenda in 2004, this is a
presentation that you should not miss.
“CEO and
Board Oversight of the Investment Portfolio: SOX Materiality Concerns,
Risk Management and Your Portfolio Manager”
Nicholas W. Betzold, Jr., Chairperson & CEO, The Betzold Companies
Nick
Betzold, founder of the nationally recognized Bond Math University™
and publisher of the Bank Portfolio Manager™ newsletter, will
be addressing the key issues you need to consider for effective
oversight of the investment portfolio including materiality issues in
the post-Sarbanes Oxley (SOX) business environment, essential elements
for CEO/board oversight and critical issues in the selection,
development and compensation of portfolio managers. Specific
portfolio performance measurements will be given for all banks in
attendance.
Lunch
with Guests and Keynote Speaker - Noon-1:30 pm
“What
Matters Most - The Power Of Living Your Values”
Hyrum W. Smith, Vice-Chairman, FranklinCovey
In
this dynamic presentation, Hyrum Smith outlines a simple but powerful
formula to help you identify your own deeply held values - what
matters most in your life - and live them to the fullest. Through
captivating examples from others and by drawing from his own extensive
experience, Hyrum shares key insights on not only how to embrace your
values, but also make them your priority. Hyrum combines his gift for communication with his wit and
enthusiasm to bring thousands of individuals face-to-face with what
matters most to them in their lives. His greatest passion has always
been to train and motivate people to become more effective.
Concurrent
Sessions - 2:00-3:00 pm
“The Future
of Technology in the Banking Industry”
Tom Williams, Business Recovery Consulting Manager, Jack Henry -
Centurian Division
The
role of technology in the banking industry has played a significant role
in how banks conduct business. It began as a means of providing
efficiency in servicing customers and minimizing overhead. Today, it
provides the automation and backbone for new offerings and key customer
service functions. For many banks it also provides a competitive
advantage. Is your bank keeping up with the technological wave of the
future? Should it? In this session we will explore the continued
advantages of using technology and the role of technology in the future
of banking.
“Regulatory
Panel for CEOs”
Moderator: Jonathan D. Joseph, Partner, Kirkpatrick & Lockhart, LLP
Nancy E. Hall, Regional Director, FDIC
Kay E. Kowitt, Regional Director - Western Division, OCC
Terry S. Schwakopf, EVP/Banking Supervision & Regulation, Federal
Reserve Bank of San Francisco
Senior
representatives from three federal banking agencies will discuss banking
conditions, new regulatory initiatives and hot topics, the changing role
of directors, loan loss reserves, real estate concentrations and
examination issues.
Wednesday,
March 3
Concurrent
Session - 8:00-9:00 am
“Winning
the Customer Retention Race”
Charlene Stern, Senior Vice President, NewGround
Bank
surveys indicate an alarming disconnect of customers from their primary
bank. The single most important differentiator is the meaning of your
brand and the actual delivery of your brand experience across all points
of presence. This session provides a framework for understanding and
defines key steps in innovating a brand that builds customer retention
and a deeper meaning of who you are in your customers’ financial
lives. She will include
these topics and case studies: rebuilding
the brand-to-customer relationship; the real price of technology in the
customer building equation; building your brand experience; and,
challenges and rewards.
Wrap-Up
General Session - 9:15-10:30 am
“Eight
Secrets of a Successful Business™”
Hyrum W. Smith, Vice-Chairman, FranklinCovey
Hyrum
Smith reveals timeless principles of performance and effectiveness that
have transformed FranklinCovey from a basement operation of three
individuals in 1983 to a publicly held firm employing more than 3,500
people. Topics include: creating an emotional tie to products and
services; surrounding yourself with people who share common ethics and
values; understanding the competitive edge of underpromising and
overdelivering; strengthening customer confidence and loyalty;
empowering employees to take care of customer needs; and, accepting that
financial success should never be the primary objective.
BANKERS
ONLY PEER EXCHANGE SESSIONS
Bankers
will have three group sessions to discuss issues ONLY with other
bankers. Our Peer Exchange format is the primary reason that many
community bankers in the West attend this Annual Conference. Bankers
will be asked to select from topics prior to the seminar and will be
assigned to specific groups for discussions.
HOT
FORUM SESSIONS
These
sessions highlight new issues that are important to community bankers.
The sessions will be presented Tuesday at 7:30 am.
"Executive
& Director Compensation Trends & Best Practices of
Compensation"
Clark Consulting, Robert Miller, President, Compensation Group
Executive and
board compensation is the responsibility of the compensation
committee. Ken will explore trends in total executive compensation
including the elements of compensation such as base pay, annual
incentives, long term incentives, benefits and perquisites. Board
compensation and benefit trends will also be discussed. Total
compensation is the best practice benchmark in measuring and
benchmarking compensation for executives and directors. Ken will also
discuss other issues such as change in control agreements, employment
agreements and other executive benefit trends.
"Compliance
Management 2004: The Role of Directors and Senior Management and Other
Hot Issues"
Compliance Services, Inc., Karen Bowen, Vice President &
Senior Consultant
The role of the
Board of Directors and senior management is changing. The new
compliance examination procedures are risk-based and include a
“top-down” approach in determining the compliance of your bank.
Are you actively overseeing the bank’s compliance function? Are you
ensuring that appropriate corrective action is taken when violations
are noted during the auditing process? This session will discuss these
issues and also include information regarding the “hot issues” for
2004 - Customer identification Program requirements and the Home
Mortgage Disclosure Act reporting revisions.
"Extreme
Leadership! What if you made a leadership mistake and it got you or your
management team killed?"
Pacific Coast Banking School, Dave Enger and Mike Ryan
Mike Ryan,
Founder of Direct Action and Dave Enger, Executive Director of Pacific
Coast Banking School present an insightful look at leadership in the
extreme and lessons that can be applied to banks and other businesses. Mike is a former U.S. Navy SEAL officer and will focus on the
leadership and teambuilding techniques used by SEAL Teams to identify,
develop and employ highly effective leaders. Leadership and decision-making at this level has life and death
consequences. As a past
SEAL instructor, Mike will provide insights into the training that is
required for this kind of leadership and how it involves near death
physical punishment and conditioning. Dave Enger, an engaging,
nationally recognized speaker, instructor, consultant and business
leader, will differentiate between the SEAL training and the rules of
extreme leadership from a banker’s perspective. Dave offers sound
advice and practical and inspirational lessons for corporate leaders
where the price of a bad decision may not end in death, but the wrong
decision may make you wish you were dead.
Advisory
Committee Members
Glen
C. Terry, The Vintage Bank,
CA (Committee Chair)
Chuck Bacchi, Western Sierra
Bancorp, CA
Danny Bishop, TIB-The
Independent BankersBank, TX
Dorian Corliss, Our Community
Bank of Grants Pass, OR
Reese T. Davies, First Bank
of San Luis Obispo, CA
William M. Eames, Central
California Bank, CA
Terry Frydenlund, 1st Bank
Yuma, AZ
John Gaynor, Bank of Nevada,
NV
Hank Hoell, LibertyBank, OR
Kristi Lawton, Clarke
American, Inc., WY
H. Don Norton, Far West Bank,
UT
Thomas Romrell, The Bank of
Commerce, ID
Nancy Sheppard, Western
Independent Bankers, CA
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