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Program |
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Summit
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Click on the links below to view & print PDFs of Speaker Handouts (where available)
General Sessions
Regulatory
Concerns & Examiner Expectations
Marlene Roberts, FDIC; George Mori, Federal Reserve Bank of San Francisco;
Carter Messick, OCC ; Michael Laird, OTS
Moderator: Ruth Razook, RLR Management Consulting, Inc.
This moderated panel of regulatory experts will discuss current regulatory hotspots and concerns related to IT and the independent bank. Come learn an examiner’s perspective when performing an independent bank examination.
The Best
Practice IT Strategic Plan
Scott Sommer, President & CEO, Cornerstone Advisors, Inc.
Does your bank have a best practice strategic technology plan? Was it written with careful consideration paid to managing the bank’s technology function - a critical element of the big competitive picture? This presentation will look at how best practice banks are implementing carefully crafted strategic technology plans that assist in the effective management of their IT operations.
Independent
Banking in the Future: What Will it Look Like? A Microsoft Perspecive
Bill Hartnett, General Manager of Strategy and Solutions, Financial Services
Group, Microsoft
What will independent banking look like in the future? Attend this session and find out what the ever-evolving shape of banking will look like in the years to come. This session is guaranteed to ignite your IT creativity and passion.
Business
Innovation in Information Management
Michael K. Roberts, Bank of Alameda
Elsa Zavala, Citizens Business Bank;
T.D. Williams, CompuShare, Inc.
Technology plays a vital role in the services a bank offers. When properly applied, innovation can impact your bottom line by reducing expenses or increasing income. Learn how to maintain a competitive advantage using a leading edge and how to avoid the pitfalls associated with a bleeding edge. We’ll share ideas that are applicable to banks of all sizes!
Banking with
Mobile Devices
Michael Lindsey, BancorpSouth, Inc.
Kelly Buday, Firethorn Holdings
Lindsey Presentation | Buday Presentation
Come see how this latest technology can extend your virtual bank presence! Our speaker will show you how to offer mobile banking to your customers in a unified, secure and scalable technology platform to extend full-service banking and payments capabilities to your customers.
The FBI’s
Perspective on How to Protect Your Bank from the Lax Security of Others
Special Agent, FBI
You’ve seen the headlines of security breaches and have seen the impact these breaches have had on the organization, including the damage to the company’s reputation. But the question remains: What can you do to protect your bank from the lax, or non-existent, security policies and procedures of others? Hear about current trends and get simple and practical steps your organization can take to prevent your bank from being the next news headline. This speaker was highly recommended and promises to provide an insightful look at this challenge.
Concurrent Sessions
Transforming
Your Bank into a Paperless Institution
Nadine Wyatt, Community Banks of Colorado
Mike Moran, Fremont Bank
Our speakers will discuss what it took to transform their bank from a traditional paper institution. This session will focus on how to use the latest in document imaging and workflow management technologies to help reduce the amount of paper within your organization. In addition, our speakers will provide you with their experiences in putting this technology to use and will provide you with some of the difficulties and challenges they experienced during this process.
Risk
Assessments - Looking Beyond IT
Erik Petersen, SecureWorks, Inc.
You’ve created your risk assessment; the question now is, how can you make this an integral part of your bank? This session will focus on how to leverage your risk assessment not only so it assesses the risks from an IT standpoint, but also ties directly to your bank’s overall strategic plan.
Creating a
Single Authentication Environment for Implementing ESSO in an Independent
Bank
Greg LaRoche, Imprivata, Inc.
More and more financial organizations are deploying single sign-on (SSO) solutions to increase security and provide user convenience. And with the advent of more stringent government regulations, organizations are seeking ways to further strengthen security by incorporating stronger passwords and adding other forms of authentication, such as a security cards, tokens or biometrics. Attend this presentation to learn about real-world SSO and Strong Authentication implementations.
IT’s Role in
Enterprise Risk Management
Ruth Razook, RLR Management Consulting, Inc.
FDICIA? SOX? FFIEC? Operational Risk? IT Risk? Credit Risk? Liquidity Risk? Interest Rate Risk - What is Next Risk? Bankers have been facing “Risk Management” issues for years. And yes, most banks have built their risk management practices to address specific functional areas. Enterprise Risk Management will consolidate your bank’s risk management activities, eliminate duplication of efforts, ensure consistently amongst the practices and give your bank a program that will not only satisfy your management and board, but the regulatory agencies. Come hear how to implement an Enterprise Risk Management Program within your institution.
Implementing
Image Check Capture, Clearing, or Conversion in 5 Easy Steps
Kade Peterson, Sterling Savings Bank
This session will lead you through the basics of branch/teller capture, remote deposit capture, ACH check conversion, image clearing and how to easily connect the pieces. You will learn how to win your customers over, make money out of the alphabet soup (IRD, BOC, ARC, RDC, ICL), determine which vendors/partners can actually help you, determine which pieces and parts add immediate value to your bank and how to hedge the risks.
Intranets,
Portals, Extranets, Web Sites & Enterprise Web Content Management
Mark Anderson, Banc Intranets
When done right, intranets, portals, extranets, and web sites present a powerful gateway to all corporate information and increase user productivity throughout the organization. Attend this leading edge session to see best practices and real-world experiences for successfully delivering electronic information to your customers, employees, and directors.
Audit & IT
- Are You Really Compliant?
Ryan Walker, Moss Adams Financial Institutions Group
Compliance cannot be obtained strictly through controls, polices, and procedures. It takes more than that! It takes education, teamwork and a change in corporate culture. This session is designed to identify some of the problems that may exist within your bank as well as providing you some ideas for solutions you can implement within your bank.
Remote &
Merchant Capture Options
Larry De Palma, TDG-Phenix
This presentation will examine the technical components of remote deposit capture, including "thin" vs. "fat" clients, scanner features and functionality, determining end-user needs, routing issues and solutions, remittance processing options, and workflow enhancement via external system integration. Business case development, implementation considerations, and agreements will also be addressed.
Strengthening
Your Business Continuity Plan - Lessons Learned
Thomas Williams, Jack Henry & Associates - Centurion Division
Now that Hurricanes Katrina and Rita have come and gone, what lessons have we learned to further assist us in preparing for disaster events such as this in the future? Our speaker will share many of the lessons learned from both their perspective as well as the customer’s perspective during this session to assist you in strengthening your bank’s disaster / business continuity plan. By the end of this session, you will have a clear roadmap on how to implement and maintain an effective businesses continuity plan for your bank.
Expo
Come meet representatives from among the best service providers for independent banks in the West at our 42-booth Expo.
Vendor Showcase Express
Selected vendors will highlight their products and services in brief presentations. You will have the opportunity to get a quick introduction to those vendors that have caught your attention.
2007 Advisory Committee
Wade Griffith, Chair, AmericanWest Bank, Spokane, WA
Marth Cassi, Gold Country Bank, N.A., Marysville, CA
Jeanneine Miller, Pacific Continental Bank, Eugene, OR
Mary Ragland, North Valley Bancorp, Redding, CA
Ruth Razook, RLR Management Consulting, Inc., La Quinta, CA
Michael K. Roberts, Bank of Alameda, Alameda, CA
Marie VerMeer, First Independent Bank, Vancouver, WA
Sally Wilson, The Bank of the Pacific, Long Beach, WA
Elsa Zavala, Citizens Business Bank, Claremont, CA