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Conferences & Education

The Modern Bank Director Workshops 

Director’s education for the independent bank has never been more important then it is now. Critical skills and competencies are of utmost importance as Directors work to lead the bank to profitability. In a time when the environment is rapidly changing, the proper guidance, education and development of knowledge will help keep the bank on top of its game. The Modern Bank Director program sets the foundation that every independent bank director should have in order to fulfill their obligations as a bank director.

Directors Workshop: The Modern Bank Director – Part I

June 24 – San Francisco (Airport area)
October 7 – Seattle

Part I focuses on your legal & fiduciary responsibilities; planning, overall business strategy, your bank stock and how to appropriately deal with shareholders; shareholder liquidity; earnings growth, product & service expectations; technology; board structure, composition, size, committee, evaluations and regulatory expectations. 

Directors Workshop: The Modern Bank Director – Part II

June 25 – San Francisco (Airport area)
October 8 – Seattle

A continuation of The Modern Bank Director – Part I, this workshop is ideal for those directors who have successfully completed Part I or have a good overall understand of the basic fiduciary responsibilities of a board member. This workshop focuses on: identifying red flags in board reports, dealing with the regulators; a director’s role in compliance; monitoring risk; protecting and enhancing shareholder value; capital allocation as well as topics relative to M&A.

Schedule

About the Workshop Leader

Philip Smith, Managing Director, Gerrish McCreary Smith
Phil is a dynamic speaker (rated 4.8 out of 5.0 by past WIB conference attendees) an expert on bank corporate governance. His legal and consulting practice places special emphasis on strategic planning for boards of directors, community bank mergers and acquisitions, regulatory assistance, bank holding company formations and use, and financial analysis, acquisition and ownership planning for boards of directors.

Directors & Audit

June 3 – Indian Wells, Calif.

Location & Registration Information | Register Online

Presented by Sue Cordonnier, Partner, Perry-Smith LLP

Various banking regulations continue to redefine the responsibilities of the audit committees of both public and private community banks. This workshop will explore the relationship between the Audit Committee, the board, senior management and independent auditors and will present the key issues every director should know and how they can potentially impact the bank.

Schedule

Directors & ALM/Balance Sheet Management

June 4 – Indian Wells, Calif.

Location & Registration Information | Register Online

Presented by Joel Comer, Principal/Partner, Sandler O'Neill + Partners, L.P.

One of the many challenges facing bank directors is to oversee their bank’s asset/liability and investment portfolio functions. In the current environment, sound asset/liability and investment portfolio management is a major concern of many banks. This workshop is designed to increase the knowledge and understanding of directors to encourage a more robust policy discussion within your bank.

Schedule

Directors & Compliance

June 4 – Indian Wells, Calif.

Location & Registration Information | Register Online

Presented by Ann Brode, President, Brode Consulting Services, Inc.

Independent bank directors face various liabilities and responsibilities regarding compliance regulations and examination. This session is an easy to understand discussion of the compliance issues demanding attention and action by directors. This session will focus on the many facets of compliance with an emphasis on areas such as BSA, insider lending, information security and other areas considered to be high-risk for independent banks.

Schedule

Role of Modern Bank Director

August 15 – San Diego

Location & Registration Information | Register Online

Presented by John Oliver, President, Laurel Management Systems, Inc.

Presented by John Oliver, this one-day workshop focuses on the 10 Essentials of Great Governance. This workshop will provide you with information you need to know in order to perform effectively as an outside director of an independent bank by focusing on the importance of continuous learning; active & intelligent participation; determining the appropriate questions; thinking strategically; staying out of the tactical; developing policy; focusing in a positive way; planning; committing and how to best support management.

Schedule

 

 

 

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