The IBA is excited to "Bridge Industry Forces" with the Ohio Bankers League for a Joint Annual Convention at the Fairmont Chicago Millennium Park, June 21-24, 2023. The two associations are collaborating to bring one dynamic event where you can anticipate networking with more than 500 peers. You will gain knowledge and best practices from executive-level presentations, engage with innovative leaders, and learn the latest advancements in the Marketplace. Sign up today by contacting the IBA at education@illinois.bank. Let’s give the Ohio Bankers a warm Illinois welcome. We can’t wait to see you there!

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Speaker Highlights

ACTIONS SPEAK LOUDER

Deanna Singh - Thursday, June 22

During this learning experience, attendees are guided through a process to move past the status  quo and help lead the charge. Through the power  of storytelling, sharing practical tips, and individual reflection, participants will identify the  unique way to positively impact the future of their organizations and the potential of their actions. 

Highlights of the session include: Gaining confidence in how to navigate the changing world; Discovering the tools to equip your team  with the go-forward strategy; and Backing your messages and values with sincere and impactful actions highlighting leadership.

Deanna Singh is a business consultant, speaker, and podcaster internationally recognized for her leadership, diversity, equity, and inclusion work.

THE PSYCHOLOGY AND ECONOMICS OF MAKING A HIT

Derek Thompson - Friday, June 23

Derek Thompson

Derek Thompson talks about the science of why people like what they like and how it’s changing.  The session includes his commentary of the weird  economy of 2023. 

Derek Thompson is a staff writer at The Atlantic,  where he writes about issues ranging from the  consumer habits of millennials to the economics of  entertainment. What are the economic forces shaping the cultural market? And how does the  media manipulate our most valuable resource—our attention—in the twenty-first century? These are  the questions that Derek Thompson explores in his  captivating, award-winning work. Coupling his dry wit and journalistic insight, Derek interprets  the invisible factors that capture attention, impact consumer spending, and influence business. You can catch him on his podcast Plain English too.

REGULATORS PERSPECTIVES

Michael J. Hsu - Friday, June 23

Michael Hsu

During Acting Comptroller Michael Hsu’s time at the helm of the Office of the Comptroller of the Currency, he has not shied away from tackling some of the most important issues facing the banking industry, including fostering and safeguarding trust, adapting to digitization, and reducing inequality in banking. During these two years, the Acting Comptroller has also demonstrated a strong commitment to strengthening and supporting community banks. Join him for an open discussion on these topics and many more during this general session.

 

   

     

BUSINESS AS UNUSUAL: HOW TO FUTURE-PROOF YOUR BUSINESS IN TRANSFORMATIONAL TIMES

Jack Uldrich - Friday, June 23

JACK

The world has catapulted into a future of deep change. In this engaging, provocative, and insightful session, acclaimed global futurist  and best-selling author Jack Uldrich will show how the world of tomorrow is exponentially  changing; and he will explain why so many of the trends were on the horizon in the past year  continue to accelerate.

History reminds us that great challenges produce  great change – as well as great opportunities. Businesses must position themselves in a world where “business as unusual” is the new  “usual.” This session helps leaders at every level of an organization leverage 10 “unconventional” techniques to succeed in today’s - and tomorrow’s - transformational times.

Jack Ulrich is a well-recognized global futurist, speaker, and author on technology, change management, and leadership topics. He regularly makes television appearances on PBS’s  Frontline, the Science Channel, and the Discovery Channel, along with frequent guest  appearances on major media outlets, including CNN, CNBC, Fox, and National Public Radio. Jack  is also an ongoing contributor to emerging technologies and future trends for several publications, including The Wall Street Journal, Forbes, Wired Magazine, and Inc.

Agenda

Agenda

WEDNESDAY, JUNE 21  

9:00 a.m. – 11:30 a.m.
IBA Board of Directors Meeting  

12:00 p.m. – 5:00 p.m.
Registration  

12:00 p.m. – 1:15 p.m.
Lunch & Rapid-Fire Presentations from Partners  

12:30 p.m. – 3:30 p.m.
Executive & Directors’ Workshop  

3:30 p.m. – 5:30 p.m.
Bankers Lounge  

6:30 p.m.
Joint Leadership Dinner (invitation only)  

9:00 p.m. – 11:00 p.m.
Welcome Mixer 

THURSDAY, JUNE 22  

7:00 a.m. – 10:00 a.m.
Marketplace/ Vendor Setup 

8:00 a.m. – 9:00 a.m.
Breakfast – Rapid-Fire Presentations from Partners  

9:00 a.m. – 10:15 a.m.
Opening General Session 

Keynote Speaker, Deanna Singh 

9:00 a.m. – 12:00 p.m.
Guest Activity (TBD) 

10:15 a.m. – 11:15 a.m.
Grand Opening of Vendor Marketplace   

11:15 a.m. – 12:15 p.m.
CEO Roundtables by Asset Size  

12:30 p.m. - 5:30 p.m.
PAC Experiences ($175pp)   

6:00 p.m. – 9:00 p.m.
Dinner on Your Own  

9:00 p.m. – 12:00 a.m.
Casino Night and PAC Silent Auction in Marketplace  

FRIDAY, JUNE 23  

7:45 a.m. – 8:30 a.m.
Breakfast in Marketplace  

8:30 a.m. – 9:30 a.m.
General Session

Keynote Speaker, Derek Thompson   

9:00 a.m. – 12:00 p.m.
Guest Activity (TBD) 

9:30 a.m. - 10:30 a.m.
Break in Marketplace    

10:30 a.m. – 11:15 a.m.     
Concurrent Breakout Sessions (4)   

11:15 a.m. – 11:30 a.m.     
Break  

11:30 a.m. – 12:15 p.m.
Concurrent Breakout Sessions (4) 

12:15 p.m. – 1:30 p.m.
Lunch in Marketplace/Exhibitor Prize Giveaways 

1:30 p.m.
Marketplace/Vendor Tear Down  

1:30 p.m. – 2:15 p.m.
Regulator Perspective  

2:15 p.m. – 3:15 p.m.
General Session 

Keynote Speaker, Jack Uldrich   

3:15 p.m. – 3:30 p.m.
Break    

3:30 p.m. – 4:30 p.m. 
IBA Salute to Leadership
 

5:30 p.m. – 10:00 p.m.
Reception/Dinner/Entertainment  

Session Descriptions

Wednesday, June 21st 

Executive Briefing

Robert M. Fleetwood, Partner, Group Co-Chair, & John M. Geiringer, Partner, Regulatory
Section Leader, Barack Ferrazzano Financial Institutions Group

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Fleetwood

This year’s popular update session features an executive briefing on current legal and regulatory issues and trends affecting  financial institutions, including the fallout from recent bank failures. The focus of the update is on practical suggestions and best practices from longtime experience representing a large and diverse banking practice across the country. Developments in M&A, fintech relationships, BaaS, UDAAP, executive  compensation, DEI, ESG, fair lending, BSA, and a host of others will be discussed in this interactive session.

Survive or Thrive? Framework for Building EPS and Shareholder Value in a Fast-Paced World

Brian Battle, Principal & Managing Director, Performance Trust

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The world is changing faster and faster. The Fed has re-written history on monetary policy, both in size and scope. Competition for human capital has never been tougher. Fintech and big banks are taking deposits. Loan demand is waning. Cyber security is a major threat. Net overhead is rising. What hasn’t changed is that for 95% of community banks, Net Interest Income today and tomorrow will be the lifeblood for earnings, enterprise value, and sustainability while serving our communities. Bad NII decisions  today can and will create trouble this quarter, next quarter, and for the years to come. Hear a time-tested strategic decision- making process that will help your team make better and more complete NII and capital allocation decisions in a fast-paced industry. Understand the importance of utilizing a Level Playing Field framework, that compares apples to apples decisions on all areas of balance sheet, across rates and time horizons.

Tales From the Vault - Places We’ve Been and Never Want to Visit Again

Kimberly Schaefer, Partner, & Nici Workman, Partner, Vorys, Sater, Seymour and Pease LLP

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Join Kim and Nici as they revisit out-of-the-ordinary situations encountered by financial institutions over the last two years. Each of these case studies will serve as a reminder about the  importance of vigilance, preparedness and self-evaluation. They will discuss issues that may arise when executing due diligence, preparing for an acquisition, launching a new line of business, drafting employee benefit plans and compensation programs and more. This session is designed to help bankers and directors evaluate areas in your institution where you can make improvements now to avoid issues in the future. By hearing and learning from the challenges of others, attendees will be better able to avoid costly pitfalls and position the institution in a manner that leads to favorable outcomes.


Friday, June 23rd 

10:30 am - 11:15 am

Migrating from Transactions to Conversations: Setting Your Branches and People Up for Success

Jim Caliendo, President & CEO, PWCampbell

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PRACTICAL; ENLIGHTENING; INSIGHTFUL

The bank branch was traditionally a place where routine transactions were taken care of, job functions were specialized, and limited conversations took place quickly to move people along. Today’s customers want one-on-one conversations, education, and advice; experts who can help them through life’s important moments. They want open spaces, natural light, and environments that feel like home, along with the ability to perform self-service functions at the touch of a button. Good service has changed from “how quickly you can get me out of here” to “how well can you educate me”. From designing the look, feel, and functionality of a branch based on customer needs, to streamlining branch operations to free up time; to training your employees to have conversations with customers and transitioning to the universal staffing model; this session covers both sides of the spectrum and your two most important assets – people and branches.

How to Win Wallet Share while Cutting Costs in Operations

Ryan Wilson, Vice President, Client Relationships, Aunalytics

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CUSTOMER; INTELLIGENCE; ANALYTICS

In an unreliable economy, cost cutting and employing efficient strategies to grow operating income is imperative. One of the best ways to achieve better returns and higher margins is to focus on existing customers with data-driven insights that grow wallet share. Insights from data analytics empower mid-market financial institutions to dig deeper into their local roots, act upon their local knowledge using personalized offers, and find ways to make their branch presence meaningful to a profitable segment of customers. This local data, first party data, is not something that direct banks or big banks have. If harnessed, it can be a game changer for regional and community financial institutions to grow market share.

Managing Risk Amid Rising Rates, Inflation, and Economic Challenges

Charley McQueen, President & CEO, McQueen Financial Advisors

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RISING RATES; INFLATION; ECONOMIC CHALLENGES

Our industry continues to face uncertainty, inflation, and a possible recession (we may be in one now). Interest rates have trended sharply higher and 2023 is set to be a year of change with a possible topping of interest rates. This session covers:

  • Reviewing the 1980’s to elevate knowledge, as only a few individuals in the industry were managing institutions the last time the U.S. faced simultaneous inflation and economic  slowdown.
  • The potential impact of inflation and a weakening economy on the balance sheet and interest rate risk positions.
  • Several action steps that can be taken to mitigate risks and address the potential impact of a weakening economy.

Performance-Based Compensation Strategies for Banks

Michael Blanchard, CEO; 
Matt Brei, President, Blanchard Consulting Group

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EXECUTIVE COMPENSATION; PAYFOR-PERFORMANCE; INCENTIVE PLAN DESIGN

This presentation focuses on performance-based compensation
approaches that community and regional banks should consider to attract and retain quality officers. The session will examine the current compensation environment and discuss different performance-based incentive vehicles; while presenters discuss the keys to effective and motivating cash incentive plans. They will also share what banks are using in respect to equity-based/longer-term incentives, as well as incorporates applicable regulatory guidelines and updates surrounding incentive-based pay. Market data from BCG surveys and databases will be incorporated throughout.


Wednesday, June 21st 

11:30 am - 12:15 pm

Current State of Community Bank M&A and Capital Markets

Richard Maroney, Senior Managing Director, Hovde Group

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COMPREHENSIVE, INTERACTIVE, THOUGHT-PROVOKING

This session will provide a comprehensive report on community bank M&A, as well as the significant changes that are occurring in bank equity and debt markets. Commentary and data on the economy, political environment, and industry will be presented to fully understand bank consolidation, valuations and capital markets trends. Specifics to both Ohio and Illinois will be  provided, including evaluation of recent M&A deals, along with equity and debt raises. It is worthy to note the presenter/s have significant deal experience having advised on hundreds of deals, in addition to observing M&A and capital markets transactions across the country.

10 Cybersecurity Questions for Executives and Directors

Nick Podhradsky, Executive Vice President, SBS CyberSecurity

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CEOs, senior management and Board members have historically struggled to understand the components of an Information Security Program, current security threats, and technology risks. Regardless, this group is ultimately responsible for the security of the organization’s information, setting expectations or providing direction to management, and approving investments into cybersecurity. This discussion will review FFIEC Cybersecurity expectations, current threats to financial institutions, and touch on 10 questions that executives and board members must know to protect the bank in today’s cybersecurity world.

Update on the War for Talent in Banking: Strategies for Success

Alan Kaplan, Founder & CEO, Kaplan Partners

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INFORMATIVE; VITAL; REAL-TIME

Talent has become the defining element for success in today’s highly competitive and evolving industry. Whether in the C-Suite, on the board, or driving new business, the competition for talent is fierce and this trend will continue. Now more than ever, bank leaders and board members need to adapt to the new realities of the talent landscape and craft strategies to differentiate and succeed in the battle for employees. This session provides  insights into the current workforce climate and provide best practices in the market for banking talent.

Maximizing the Value of Your Digital Transformation

Brian Hufford, Digital Strategy Consultant, Backbase

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VALUE, DIGITAL, TRANSORMATION

Banks and financial institutions are accelerating their digital transformation efforts, investing resources into a variety of initiatives to improve customer experience. But it’s challenging to measure the progression of your digital transformation. Or more important, quantifying the impact of digital on the bottom line. This session covers practical tips on constructing a roadmap that gives you the fastest time to business value – including building your business case, defining what to build first, and measuring the ROI. Attendees will be able to: Link business value to digital strategy and implementation with a product mindset; identify the problem you are trying to solve with digital programs; build a business case; and build a roadmap connected to your digital strategy.

Additional Details

Additional Details

Hotel Accommodation

Fairmont – Chicago Millennium Park
200 N Columbus Dr.
Chicago, IL 60601
Rate: $259++/night
Call: 800-441-1414
Online Reservations
Deadline: June 7th 

Fee Per Person

Member $895 | Member Guest $495
Nonmember (Bankers) $1,695 | Guest $990
PAC Experiences $175 each

Questions?

registrar@illinois.bank | 217-789-9340


Sponsors

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