Conferences & Education

Program Information

 

Click on the links below (where available) to view and print speaker handouts and presentations.

Pre-Summit Workshop

Wednesday, October 1 – 9:00 am-Noon

An Interactive Disaster Simulation: Does your BCP Measure Up?
Ruth Razook, CEO, RLR Management, Inc.

Presentation | Handout

At 9:30 am we declare a disaster – join in our interactive, hands-on experience dealing with an unexpected crisis and business disruption. We explore the scenario, assign roles and responsibilities, and walk through dealing with the crisis using our “Business Continuity Plan”. Gain invaluable knowledge and practical “hands-on” experience to help improve your bank’s disaster plan.

Opening General Session

Taking Your Technology Strategic Plan to the Next Level
Scott Hodgins, Senior Director, Cornerstone

Presentation | Handout 1 | Handout 2 | Handout 3

What stands between a bank and its vision of the future are projects – lots of projects. While many banks have experience in the execution of a project plan once it is approved, many don’t have a formal process to manage the front end of the project – project identification, prioritization and resource allocation. This hands-on, interactive session explores how you can be in better command of the overall project methodology by focusing on practical ideas that you can take back to make strategic planning and technology project management one of your bank’s key strengths. Sample templates and project plan write ups will be provided for each major area discussed.

General Sessions

A Moderated Dialogue with the Regulators
Panelists: Lloyd Miller, IT Examination Specialist, FDIC
Dan Medici, National Bank Examiner, OCC
George Mori, Operational Risk Coordinator, SF-FRB
Moderator: Ruth Razook, CEO, RLR Management Consulting, Inc.

In this expanded general session, our moderated panel of bank examiners will discuss current hot topics, address issues they are seeing and provide insight on any new regulations or guidance coming down the pike.

What Do You Do When Good People Go Bad?
Lance Wolrab, Senior Security Engineer, SecureWorks

Presentation | Handout

We are bankers – good, trustworthy, and loyal people. Most of the time that is the case, but unfortunately, situations and people sometimes change. How do you know and what can you do to detect and protect yourself from these transgressions? Come to this session and hear what you can do to prevent, and when necessary, mitigate the impact of when good people go bad.

Wrap-Up General Session  

Web 2.0 – Setting the Stage for the Future
Brad Garland, CEO, The Garland Group

Handout

The face of technology is changing and will impact the way community banks interact with their customers. Blogs, podcasts and wikis are some of the latest buzz words of the new web and the new tech generation – do you know what they are and how to use these new tools to engage your customers? This dynamic session provides framework to incorporate these technologies into your current environment. Attend this session and prepare to be on the leading edge of the industry.

Concurrent Sessions

Remote Deposit Capture – Lessons Learned from Early Adopters
John Leekley, Founder & CEO, Remote Deposit Capture.com
Al VanderPloeg, VP, Applications Analyst & Support Manager, Citizens Business Bank
Marie VerMeer, VP, Sr. Project Manager, First Independent Bank
Moderator: Ruth Razook, CEO, RLR Management Consulting, Inc.

Presentation | Handout

This is a unique opportunity to hear straight from your peers who have implemented Remote Deposit Capture. Our panel will provide industry-wide overview on how remote deposit capture is being implemented today, as well as lessons learned from early adopters. If you haven’t yet adopted Remote Deposit Capture, this is your opportunity to learn how others have successfully implemented the technology — and the challenges they faced along the way.

Benefiting from Virtualization
Steve Kaplan, VP Data Center Virtualization Practice, INX, Inc.

Presentation | Handout

The availability and monetary rewards of virtualizing data centers, clients and DR sites is indisputable. The question is whether you should build your own environment or outsource these services. This session identifies the criteria for successfully evaluating options and provides the resources needed to make an informed decision.

Securing Your Bank’s Physical Presence
Jerry Walser, VP, GMR Protection Resources, Inc.

Presentation | Handout

If you’re charged with physical security for your bank, come hear our speaker, a former regional security director for a top 5 U.S. bank. He will share his experience and insight on what you can do to increase your bank’s security.  

Mobile Banking – Implementing, Securing & Extending the Physical Presence of Your Branch
Joe Salesky, CEO, ClairMail

Presentation | Handout

Banks are rethinking traditional customer interaction strategies to service existing customers and to reach new ones. 2008 will be a tipping point for mobile banking and payments as banks gain confidence in the maturity of technology and the readiness of consumers. How consumers interact with their bank and pay for goods and services in the future are critical industry issues, the outcome of which could have a widespread impact on the business model of your bank.

Change is on the horizon, and you need to protect and expand your market positions. This session will address key issues such as: What is the future role of the mobile device as an extension of your bank’s multi-channel delivery strategy? How can you utilize the value of mobility to reach new customers? What types of banking and payments services will be delivered via the mobile device – and how will the mobile device enable new services as a strategic point of differentiation?

Protecting Your Bank from Social Engineering Schemes
Jim Stickley, Chief Technology Officer, TraceSecurity, Inc.

Presentation | Handout

Social Engineering is the single greatest risk your bank faces. In fact, most security breaches are a result of social engineering schemes. If you’re responsible for the security and integrity of your bank’s confidential data, be sure to attend this session given by one of the country’s leading experts on this topic. This session is guaranteed to entertain and enlighten you on schemes being used today.

Tips, Tools & Techniques for Successful Vendor Management
Michael D. Cohn, Director – WolfPAC Solutions, Wolf & Company, P.C.

Presentation | Handout

Are your current vendor management practices stressing you out and taking up too much of your time? Ever wonder what a best practices vendor management policy really looks like? If you’re responsible for overseeing vendor management and answered yes to either of these questions, come hear our speaker discuss and provide an easy to implement approach to vendor management.

Improving Customer Experiences through Unified Communications
Zaid Akhter, Senior Solutions Executive, HEIT, Inc.

Presentation | Handout

In today’s highly competitive market, banks must find new ways to set themselves apart from each other. Your unified communications (UC) solution can play an integral role in creating a new and improved customer experience, while driving increased efficiencies. Attend this presentation and learn how to utilize UC to create an improved customer experience as well as greater efficiencies.

Identity Theft & Red Flags – Making Your Systems Compliant with New Regulations
Robert K. Olsen, Principal, Aldrich & Bonnefin, P.L.C

Presentation | Handout

The new rules on identity theft & red flags mandate that all financial institutions make sure that their customers are who they say they are. As part of the new rules, you will need to develop, implement and document an identity theft program by November 1 that passes regulatory scrutiny. But, the question remains, what will this look like? This session provides a straightforward summary of the rules with a focus on the critical points where your systems, policies and procedures must come together.

What to Do Before, During and After a Robbery
Special Agent Steve May, FBI

Knowing the right things to do before, during and after a robbery is important. This session, led by a seasoned FBI agent, will provide you with a look at current robbery trends and gives you insights on what you can do to prevent becoming a robbery target. 

Peer Exchange Sessions

Sometimes you don’t have to reinvent the wheel – come learn from those who have faced challenges similar to those you may be facing today. Join our Peer Exchange Sessions for topics including:

  • Regulatory Environment
  • What Do You Do When Good People Go Bad?
  • Security Best Practices
  • Technology Best Practices
  • Vendor Management

Expo

Meet representatives from among the best service providers for independent banks in the West at our 38-booth Expo.

Vendor Showcase Express

Selected vendors will highlight their products and services in these short presentations. You will have the opportunity to get a quick introduction of those vendors that have caught your attention.

Group 1

Increase Your Customer’s Technology Adoption
Greg Lander, Vice President Western Region, BancVue

Bancvue will demonstrate how they have helped community banks nationwide to acquire and retain profitable core deposits by offering innovative retail checking account programs. More importantly BancVue will share strategies to increase the customer use of bank technology such as internet banking, ACH, e-statements and direct deposit. All of which will allow the bank to operate more efficiently and reduce operational cost. During the showcase you will gain valuable knowledge and useful marketing strategies to help you and your bank compete against the large mega banks.

Measure the Effectiveness of Your Risk Controls
Ken Proctor, Director of Risk Management, Brintech

bRisk enables financial institution executives to identify, measure, and monitor risk and the effectiveness of their risk controls. Using innovative and intuitive, easy to understand methodologies, formatted screens, pull-down menus and sample data, we can help you to understand your key risks, the adequacy of your controls and get effective approaches to allocate your audit and compliance resources.

Fraud Prevention Tools
Jeff Asselin, Vice President Development, Centrix

Fraud prevention tools from Centrix help banks prevent payment fraud through check positive pay, check payee name verification, ACH positive pay and BAI2 transaction file delivery, while corporate customers benefit from the advanced, web-based reporting and reconciliation tools. Furthermore, our specialized ACH processing software allows banks to offer services such as CCD/CTX EDI reporting and ACH returns notification all in a web-based, automated environment. Learn how WIB member banks are currently using these tools to enhance their cash management strategy and attract profitable commercial customers.

Group 2

Identity Theft/Red Flags Prevention
Jon Troutman, Sales & Marketing Manager, CoNetrix

CoNetrix offers a unique, online solution for Identity Theft Prevention Program (Red Flags) compliance. Our service enables banks to create a complete ITPP in hours. Subscribers simply log-in, answer a few questions and download a customized Program document in Microsoft Word or Adobe Acrobat format. In addition, organizations receive access to an online Identity Theft Red Flags employee training course. Would be really valuable given our compliance deadlines.

Transforming Core, Transforming Your Business
Ken Hubbard, Sales Manage, Major Accounts, Harland Financial Solutions

How can your institution leverage your existing investment in Microsoft technology to deliver better customer, employee and operational experience? The answer is the Phoenix System from Harland Financial Solutions – the industry’s only enterprise core processing solution with a pure-Microsoft architecture. Join us to learn how your institution can expand commercial business, better serve customers, and grow with fewer people.

Increasing Resources with Managed Services
Robert Shaw, Senior Solutions Executive, HEIT, Inc.

In today’s tough economic climate, banks need to cut costs but still maintain operational efficiencies with limited IT resources that are all too often focused on reactive issues instead of strategic initiatives. Learn how managed services can help you free up resources and gain efficiency through expertise while also improving security, reducing risks, and integrating scalable solutions for your entire institution.

Group 3

Streamlining Communications and Information with a Board Portal
Andy Mills, Business Development, Passageways

Our board portal software is a collaborative solution that provides board members the ability to securely access board documents while collaborating with each other from anywhere in the world. Come see how our solution allows you to publish and access board packets, agenda updates, surveys and more in a secure and real-time environment.

Making DR Effective with Virtualization
Justin Trammell, Account Manager, Quest

Quest has helped customers enable disaster recovery cost quickly and cost effectively with little or no additional capital infrastructure required. Understanding that a disaster can be as small as the loss of data from a critical server to site-wide event, Quest’s methodology and virtualization solutions focus on making sure that your data and systems become simpler to operate during the crisis, enabling you to focus on making business decisions and getting your staff productive during a disaster.

This Way? to Operational Excellence
Michael Cohn, Director – WolfPAC Solutions Group, Wolf & Company, P.C.

The fourteen modules of WolfPAC Integrated Risk Management provide financial institutions Internet-based tools to compile, review, and report upon individual risk assessments in IT, privacy, vendor, and compliance areas, among others. A roll-up of results supports information security, privacy, and enterprise risk management programs and allows bank professionals the ability to move past meeting compliance standards to achieving operational excellence.