Illinois Bankers Association is partnering with Ohio Bankers League for the Annual Convention once again... this time in Amelia Island, Florida. For 132 years, the IBA has gathered CEOs, senior executives, officers, and directors eager to reconnect and learn the latest trends at this annual event. Get ready to cultivate your strengths, solve pressing challenges, and experience all the best of Amelia Island.

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Sunday, June 23


3:00 p.m. - 5:00 p.m.
8:00 p.m. - 10:00 p.m. 

IBA Board Meeting
Hospitality Suite - (Oceanview Room & Terrace)

Monday, June 24

8:30 a.m. - 2:00 p.m.

12:00 p.m.
3:00 p.m. - 5:00 p.m.

5:00 p.m. - 6:30 p.m.
8:00 p.m. - 10:00 p.m.

PAC Experiences 
Golf Outing -OR- Amelia Island Tour
Registration Opens
- (Magnolia Foyer)
Executives & Directors' Workshop
- (Amelia Ballroom)
     Robert M. Fleetwood, Partner, Group Co-Chair; and
     John M. Geiringer, Partner, Regulatory Section Leader, Barack Ferrazzano
     Scott Hildenbrand, Managing Director, Head of Piper Sandler 

Marketplace Grand Opening & Reception
- (Magnolia Ballroom)
Welcome Mixer with Entertainment
- (Magnolia Garden)

Tuesday, June 25

8:00 a.m. - 9:00 a.m.
9:00 a.m. - 10:15 a.m.

9:00 a.m. - 11:00 a.m.

10:15 a.m. - 11:00 a.m.
11:00 a.m. - 12:15 p.m.

12:15 p.m. - 1:15 p.m.
1:15 p.m. - 2:30 p.m.
8:00 p.m. - 10:00 p.m.

Breakfast Buffet & Rapid-Fire Presentations(Amelia Ballroom)
Opening General Session: 
(Amelia Ballroom)
An Economic, Policy & Political Outlook
     Joan Woodward, EVP of Public Policy, Travelers
Guest Activity:

     Inner Coastal & Beach Ecology Tour

Break in the Marketplace
(Magnolia Ballroom)
CEO Roundtables: What Keeps You Up at Night?

     $0-$250M - (Talbot)
     $251M-$500M - (Cumberland B, C)
     $501M-$1B - (Cumberland A)
     $1B+ - (Ossabaw)

Lunch in the Marketplace
(Magnolia Ballroom)
Salute to IBA Leadership
(Amelia Ballroom)
Hospitality Suite
(Oceanview Room & Terrace)

Wednesday, June 26

7:30 a.m. – 8:30 a.m.
8:30 a.m. – 9:00 a.m.
9:30 a.m. – 1:00 p.m.

9:00 a.m. – 10:00 a.m.

10:00 a.m. – 10:45 a.m.
10:45 a.m. – 11:30 a.m.

11:30 a.m. – 11:45 a.m.
11:45 a.m. – 12:30 p.m.

12:30 p.m. – 2:30 p.m.

Breakfast in the Marketplace(Magnolia Ballroom)
Rapid-Fire Presentations
(Amelia Ballroom)
Guest Activity:

     Trip to Fernandina

General Session:
(Amelia Ballroom)
Strategic Benchmarks: Your Peers' Plans & Priorities for 2024 & 2025
     Lee Wetherington, Senior Director, Corporate Strategy, Jack Henry
Break in Marketplace
(Magnolia Ballroom)
Concurrent Breakout Sessions:

The Top 6 Controls to Reduce Your Risk of a Cyber Incident - (Talbot)
     Nick Podhradsky, EVP, SBS CyberSecurity
Maximizing Margin Expansion in Today's World - (Cumberland A)
     Aaron Chestnut, EVP, Strategist Account Boost, SRM
Balance Sheet Strategies for a Changing Rate Environment - (Cumberland B,C)
     Ryan W. Hayhurst, President, The Baker Group
Current Trends in Bank M&A and Financial Innovation - (Ossabaw)
     Jim Morrissey, Shareholder, Vedder Price P.C.
Break - Move to the Next Breakout Sessions

Concurrent Breakout Sessions:
Outlook for Community Banks as They Battle Revenue, Liquidity Pressures - (Talbot)
     Nathan Stovall, Director, Financial Institutions Research, S&P Global
Secrets of High Performing Banks - Responding to Market Challengers - (Cumberland A)
     Shawn O'Brien, President, QwickRate
Get to Know the Next Generation of Digital Consumers - (Cumberland B, C)
     Bo Osburn, Senior Account Executive, VISA, Inc.
Credit Trends - Managing Credit Risk - (Ossabow)
     Tom Chester, Director, Forvis Mazars
     Laura Knight, Director/Loan Review, Forvis Mazars
Closing Lunch
Regulator Perspective - (Amelia Ballroom)
     Travis Hill, Vice Chair, Board of Directors, FDIC

Keynote Speakers

Joan Woodward - Executive Vice President of Public Policy, Travelers

Woodward on Washington: An Economic, Policy and Political Outlook

Joan Woodward

Joan Woodward is Executive Vice President of Public Policy for Travelers and President of The Travelers Institute. She is a member of the company’s Management Committee, Operating Committee, Environmental, Social, and Governance (ESG) Committee, and also serves on The Diversity Council, and the Travelers Foundation Board. She is the current Chairperson of the Travelers Community Connections Campaign.

Woodward joined Travelers in 2008 from Goldman Sachs to establish The Travelers Institute as the company’s thought leadership and public policy platform.

She is currently the Chairman of the Board of Directors for Plunk, a technology company; on the United States Chamber of Commerce Foundation; is Chairman of the Board of the RAND

Institute for Civil Justice; and a member of the President’s National Small and Medium Enterprise Export Council. She is also a member of the American Corporate Partners Board. Reactions Magazine named her to the Top 50 Women in Insurance, and in 2016, she was named to the Hot 100 in Insurance list by Insurance Business America Magazine. In 2017, she received the 2017 Power Women’s Leadership Award by NY Moves magazine.

Woodward holds bachelor’s degrees in economics and political science and a master’s degree from The American University. She also studied at the University of London.


Lee Wetherington - Senior Director of Corporate Strategy at JackHenry & Associates

Strategic Benchmarks: Your Peers’ Plans and Priorities for 2024 and 2025

Lee Wetherington is Senior Director of Corporate Strategy at JackHenry & Associates. Lee directs the development of actionable insights, forecasts and strategy for Jack Henry and the financial services industry at large. To this end, he guides a team of analysts who track the trends and implications of emerging technologies disrupting and transforming the banking industry. Lee delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments, and digital banking, and he is widely known for his unique style of delivery.

Lee Wetherington


Travis Hill - Vice Chairman, Board of Directors, FDIC

Regulatory Update

Travis Hill - FDIC

He has served in this role since January 5, 2023. Previously, he worked at the FDIC from 2018 to 2022, as Deputy to the Chairman for Policy and before that as Senior Advisor to the Chairman. In these roles, among other responsibilities, he oversaw and coordinated regulatory and policy initiatives at the agency and advised the Chairman on regulatory and policy matters.

Prior to joining the FDIC, Mr. Hill served as Senior Counsel at the United States Senate Committee on Banking, Housing, and Urban Affairs, where he worked from 2013 to 2018. In this role, he participated extensively in the drafting and negotiating of numerous bipartisan bills. Before working at the Senate, he worked as a policy analyst at Regions Financial Corporation from

2011 to 2013.

Mr. Hill received a Bachelor of Science from Duke University, where he studied economics and political science, and a Juris Doctor from Georgetown University Law Center.




Robert M. Fleetwood

Partner, Group Co-Chair, Barack
Ferrazzano Financial Institutions Grp.

Executive & Directors Workshop

John G

John M. Geiringer

Partner, Regulatory Section Leader, Barack
Ferrazzano Financial Institutions Grp.

Executive & Directors Workshop

Scott Hildenbrand

Scott Hildenbrand

Managing Director,
Piper Sandler Financial Strategies

Executive & Directors Workshop

Tom Chester

Tom Chester


Credit Trends –
Managing Credit Risk

Kyle Elliott

Bo Osburn

Sr. Account Exectuive,

Get to Know the Next
Generation of Digital

Ryan Hayhurst

Ryan W. Hayhurst

The Baker Group

Balance Sheet Strategies
for a Changing Rate


Tim Keith

Chief Strategist Account Boost,
Strategic Resource Management

Maximizing Margin
Expansion in Today’s

Jim Morrissey

Jim Morrissey

Vedder Price P.C.

Current Trends in
Bank M&A and
Financial Innovation


Shawn O’Brien


Secrets of High
Performing Banks

nick podhradsky

Nick Podhradsky

Executive Vice President,
SBS CyberSecurity

The Top 6 Controls to
Reduce Your Risk of a
Cyber Incident

Nathan Stovall

Nathan Stovall

Director, Financial Institutions
Research, S&P Global

Outlook for Banks as
They Battle Revenue,
Liquidity Pressures



Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that community financial institutions use to manage risk and drive growth. By using Abrigo’s automated PPP loan origination system, with E-Tran integration, banks can quickly and efficiently serve their communities during a time of need. Abrigo’s automated PPP loan forgiveness workflow provides banks with software to manage the full lifecycle of the PPP loan, so banks can spend less time dealing with manual processes and more time helping their small business borrowers. With two-day or less implementation of our PPP solution, Abrigo has helped 275+ financial institutions fund over $13 billion of PPP loans.

Allied Payment Network

Allied Payment Network believes that “moving money matters.” Its mission is to provide banks and credit unions with world-class payments tools that help establish them as the heart of the communities they serve. With a real-time, open-network model guiding its Universal Payments vision, its suite of online and mobile solutions includes online billpay, P2P, PicturePay®, BizPay, PortalPay, A2A, and Vault. For more information, visit

BAFS-Business Alliance Financial Services

BAFS (Business Alliance Financial Services) is a privately-owned company that provides financial institutions with the best of commercial lending software and services – an industry-first combination. Whether you need to utilize our proprietary lending software, our full-service, on-call commercial lending expertise, or something in between, BAFS will meet you where you are to grow your business and make your institution a leader in the commercial lending space. We provide packages, suite services, and stand-alone services so that we can be of service at whatever scale you need. Providing top-quality service to our clients and their communities is at the core of everything we do, and that’s why our team at BAFS is our greatest asset.

Baker Hill

Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking. Built on decades of walking alongside community banks as they provide vital resources to their communities, Baker Hill is lending evolved.

Banc Card of America, Inc.

Banc Card is an all-in-one business solution for community banks working with more than 700 community banks in 26 states. We offer local face-to-face service to their bank partners and customers when it comes to an all-in-one fintech and payment processing solution.

Bankers Alliance

Bankers Alliance, owned by 33 State Bankers Associations, offers a family of services that includes Compliance Alliance, a subscription-based regulatory and consumer compliance advisory service with tools, on demand compliance hot line, and document reviews. Review Alliance, an independent group of compliance specialists offering banks deep-dive audits of their existing transactions, recommendations about program enhancements or guidance on future safety and soundness. In 2020, we added Virtual Compliance Officer - a shared service-model using bank-dedicated compliance officers; perfect for monitoring and guiding your bank remotely.


Banzai is an education platform with a focus on financial literacy. We serve communities by providing unparalleled financial literacy education to schools, and we serve our partners by providing access to invaluable marketing insights and meaningful CRA opportunities.

BHG Financial

Since 2001, BHG Financial has originated more than $14 billion in loan solutions to top-quality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,525 bank partners have trusted in this program as a proven source of interest income and diversification for their bank.

BOK Financial Institutions Group

BOK Financial Securities, a registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation (NASDAQ: BOKF), consists of two separate divisions: BOK Financial Advisors and BOK Financial Securities.

Brown Edwards, CPA

Brown Edwards' financial institution accounting services help management improve procedures, reduce risk exposure, and improve earnings. Our team, with over 40 years of banking experience will design a specific program for your organization's needs while providing best practices and cost-effective outsourced services. Our services include financial statement audits, internal audits & information technology audits, information technology risk assessment, loan reviews, allowance validation, internal control risk assessment, and ACH and BSA compliance.


Cennox specializes in centrally managed solutions for our clients. Directly employed field technicians provide national coverage with local knowledge for all major EOM banking equipment. We deliver FLM/SLM & remote monitoring services, as well as branch transformation & new branch projects and security solutions. Cennox banking solutions include, but not limited to: Self-Service, Conventional, & Back-Office Equipment Refurbishing, Purchasing, Rigging, Installation, FLM/SLM – Remote Resolve/Repair – Preventative Maintenance Servicing, Crypto Currency, Smart Safe, Security, Compliance Surveys, Equipment Cleaning, Signage, Banking Supplies, & more.

Comptroller of the Currency

To ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations.

CorServ provides payment card issuing programs for credit, virtual, debit and prepaid cards enabling Banks and Fintechs to deliver and embed payment card capabilities for their commercial, business, and consumer customers. CorServ's secure hosted programs combine our credit, compliance, servicing, and marketing expertise with our modern online solution and open APIs. Our Bank and Fintech clients benefit from Interchange, loan interest, and fees from the payment cards. For more information, please visit

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies. In addition to its nearly 60-year reputation for personalized service, CSI is shaping the future of banking by swiftly deploying advanced solutions that help its customers rival their competition.

Data Business Equipment, Inc.

DBE, a family-owned company rooted in exceptional service, has been bringing transforming solutions to the market since 1968. DBE supports our clients through differentiating products and services to improve their position in the market. From thoughtful solution consultation, to implementation, service and ongoing support, everything DBE does is designed to drive the best possible experience and outcomes for our clients.

Being successful in the financial arena means being flexible to your account holders' ever-changing demands and preferences. At Deluxe, we strive to be an indispensable partner to financial institutions and the small businesses they serve. We help unlock business potential with our Trusted Payments & Business Technology™ solutions to help you pay, get paid, and grow. Whether you want to optimize your check program, have better access to your financial institution's performance, drive revenue, or create long-lasting customer relationships, Deluxe is the partner who can help you achieve success.

Diebold Nixdorf

Diebold Nixdorf, Incorporated (NYSE: DBD) is a world leader in enabling connected commerce for millions of consumers each day across the financial and retail industries. Its software-defined solutions bridge the physical and digital worlds of cash and consumer transactions conveniently, securely and efficiently. As an innovation partner for nearly all of the world’s top 100 financial institutions and a majority of the top 25 global retailers, Diebold Nixdorf delivers unparalleled services and technology that are essential to evolve in an ‘always on’ and changing consumer landscape.

Econocheck delivers bottom-line benefits to financial institutions by strengthening account holder relationships and providing new fee income streams. Since 1973, thousands of financial institutions have profited from Econocheck’s data-driven retail checking and small business strategies, direct response insurance programs, and identity protection services. In an ever-changing and increasingly competitive marketplace, Econocheck transforms the way customers view their banking relationship — and the way institutions deliver value. Our customized solutions offer the enhanced services prized most by consumers and businesses, including identity & data security, cell phone protection, accidental death & dismemberment coverage, credit monitoring, entertainment discounts, health savings, and financial management tools. For partners, that means more recurring revenue and measurable gains in customer retention. Listening, delivering, partnering, growing – the Econocheck way for over 50 years.

Empyrean Solutions

Empyrean's software allows financial institutions to take control of their balance sheet management, scenario planning, and risk/performance analysis in a single integrated software platform. The company offers a host of modules, including asset and liability management, liquidity stress testing, deposit analytics, budgeting, and profitability. Empyrean works with over 600 financial institutions ranging from under $100 million to over $200 billion in assets.

EPCOR provides payments expertise through education, advice and member representation to over 1,800 financial institutions and payment system participants. We assist members with maintaining compliance, reducing risk and enhancing the overall operational efficiency of the payment systems through audits, risk assessments, consulting services and customized education.

The IBA Advantage 401(k), powered by EPIC Retirement Plan Services, uses a Group Investment Trust which pools the assets of participating plans. This provides scale and purchasing power resulting in reduced pricing of plan administrative services and investments. Full fiduciary protection for a plan sponsor is provided by a 3(38) Investment Manager and a Discretionary Trustee. And, unlike a MEP, each adopting plan operates individually allowing for customized plan design best suited to each employer. Ask us for a no-cost, independent analysis of your current retirement plan to see how it compares to The IBA Advantage 401(k).

Evolv, Inc. offers a complete menu of payment processing and digital marketing solutions to businesses of every size and industry type. Since 1997, we've empowered firms across the nation to accept payments safely and efficiently. Our full suite of payment processing and digital marketing solutions increase sales while decreasing costs and mitigating risks. Our friendly and reliable in-house customer service supports our solutions. Our Merchant Solutions: Credit, debit, and gift card acceptance; Buyer's Choice-eliminating up to 90% of credit card fees; Debt repayment solutions; Robust point-of-sale systems; Contactless smart terminals; Invoicing, ACH, and online billing; Ecommerce shopping carts; Website development; Social media management; Reputation management; Paid online advertising; Search engine optimization

Federal Home Loan Bank of Chicago

The mission of the Federal Home Loan Bank of Chicago is to partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment in the Bank, and support for community investment activities. We are one of 11 Federal Home Loan Banks chartered by the U.S. Congress in 1932 to promote homeownership. Our members include banks, thrifts, credit unions, insurance companies, and community development financial institutions throughout our district.

Federal Home Loan Bank of Cincinnati

The Federal Home Loan Bank of Cincinnati is part of the Federal Home Loan Bank System, a national network of 11 Federal Home Loan Banks and more than 6,500 member financial institutions.

Services include Short and Long-Term Advances, Mortgage Purchase Program, Housing Program, and Correspondent Services.

FirsTech Inc.

FirsTech Inc. has been a multi-faceted payment solutions and technology firm since 1984. FirsTech’s Financial Institution Technology Solutions include Electronic Payments, Mobile Solutions, Telephone Payments, In-Person Payments, Remittance Processing, Merchant Services, and many more. FirsTech is a leading technology partner that assists clients in achieving their business objectives.

Floodplain Consultants, Inc.

Floodplain Consultants (FCI), a flood zone certification provider, provides extra service and accuracy via a site visit policy on all borderline properties at no additional charge. By partnering with clients, FCI reduces staff workload, increases customer satisfaction, reduces the risk of costly compliance problems, and helps improve the lender's bottom line.

Genesys Technology Group

Genesys Technology Group was founded in 2007 as an advocate for the community bank and took the guesswork out of core contract negotiations. Genesys offers fully managed renewal negotiations and core vendor services. Genesys also specializes in the evaluation of mission-critical fintech and third-party systems. Furthermore, Genesys provides ongoing support such as invoice audit services, conversion management, new product installation, and project management.

Graduated School of Banking

Since 1945, the Graduate School of Banking at the University of Wisconsin-Madison has educated professionals and created leaders in the banking industry. GSB currently offers a Graduate School of Banking, Human Resource Management School, Bank Technology Management School, Bank Technology Security School, Financial Managers School, Sales and Marketing School, and the GSB Online Seminar Series.


Haberfeld works with banks in Illinois and nationwide to significantly grow primary banking relationships, resulting in additional low-cost deposits, recurring non-interest income, and loan volume. Partners add 2x more checking openings through a complete strategy that aligns frontline execution with data-driven marketing. Clients gain more ROA/ROE compared to peers, have lower cost of funds, and better manage margin compression.

HUB Financial Services

Taylor Advisors is a balance sheet and investment management consulting firm servicing financial institutions in the area of investment, liquidity, asset/liability, and risk management by providing objective advice, strategies, and education. The firm's service is quite simple. It helps banks improve profitability while managing the various risks and avoiding regulatory criticisms.

ICI Consulting Inc.

Since 1994, ICI Consulting has been a leading bank advisor nationwide. ICI is a consulting firm that supports financial institutions by providing core processing assessments, contract negotiation, gap analyses, vendor evaluations, and conversion services. ICI Consulting is well known for saving clients time and money during core processing & ancillary systems evaluations and negotiations with the providers of these business-critical solutions.

IntraFi Network

Promontory Interfinancial Network is now IntraFi NetworkSM. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value.

IntraFi Network’s innovative balance-sheet management solution — known as IntraFiSM Network DepositsSM (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better.
Use of the IntraFi Network Deposits service is subject to the terms, conditions, and disclosures set forth in the applicable program agreements, including the applicable Participating Institution Agreement and Deposit Placement Agreement. Limits apply, and customer eligibility criteria may apply. If a depositor is subject to restrictions with respect to the placement of funds in depository institutions, it is the depositor’s responsibility to determine whether the placement of its funds through IntraFi Network services satisfies those restrictions. Program withdrawals may be limited to six per month when using certain IntraFi Network services. IntraFi Network, IntraFi, and Network Deposits are service marks, and CDARS, ICS, and IND are registered service marks, of IntraFi Network LLC.

Jack Henry & Associates

Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward. Visit


Linedata is a global provider of software and technology solutions for a range of financial services sectors including lending, leasing, institutional funds, savings, insurance, hedge funds and service offers such as analytics and business process outsourcing. Our lending, leasing and syndication solutions allow financial institutions to originate, service and manage ongoing risk while increasing processing efficiency and reducing risk. As a result, Linedata clients are able grow and provide an exceptional experience to their employees and customers.


MeridianLink empowers financial institutions to develop lifelong financial management relationships to support a consumer’s entire financial journey. Our platform of innovative products spans the entire digital lending journey from deposit account opening, consumer and mortgage loan origination, credit reporting, data access and verification, business consulting, analytics, collections, and scoring. Each product and service is sold separately, but you can connect our time-tested and trusted products into one powerful platform to turn lending automation, cross-selling, and loan optimization into transformational experiences for staff and consumers. Our seamless integrations eliminate the need to seek out disparate financial offerings and eliminates silos, while increasing efficiencies and improving the overall buyer and loan officer experience.

Midwest Independent BankersBank

Midwest Independent BankersBank provides a wide array of correspondent banking and audit services to financial institutions throughout the Midwest.

NCR Voyix Digital Banking offers an intuitive digital banking user experience to over 600 community FIs.Customers appreciate our modern intuitive design giving our apps an average of 4.8 stars. The bank can serve consumer & business segments on one digital platform managed from one back-office administrative tool. Our core-agnostic cloud-based architecture allows the bank to integrate seamlessly to over 180+ pre-integrated fintechs and solutions.

NEACH Payments Group

A leading force in payments consulting, NEACH Payments Group (NPG) transcends geographical boundaries to bring our insights to the forefront. With a proven track record of empowering financial institutions, businesses, and third-party providers, our industry-certified experts combine banking and payments experience to offer unparalleled audits, meticulous risk assessments, and transformative payments consulting. As no company or engagement is the same, NPG goes beyond conventional solutions, providing your organization a tailored approach to managing payment system risk, improving compliance, and fueling business improvement. Partner with NPG for a transformative journey towards success.

Northland Securities

Northland Securities, Inc., Member FINRA/SIPC, Registered with SEC/MSRB, is a full-service B/D, offering investment and financial services for financial institutions, government entities, non-profit organizations, and individual investors. Northland is a leading underwriter of tax-exempt bonds and bank-qualified securities in the Midwest.

Ohio Capital Corporation for Housing

OCCH, a nonprofit corporation, provides CRA Qualified tax advantaged investments to large and small banks alike. To date OCCH has invested over $4.25B in over 46,500 affordable housing units across Ohio. An investment in an OCCH sponsored equity fund meets the Investment Test under CRA while providing investors with a market rate of return through the purchase of low income housing tax credits.

OnBoard streamlines governance with a secure board portal that features user-friendly design, intuitive meeting creation tools, insightful analytics, and real-time collaboration.

Pentegra Retirement Services

Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes.

With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support. Learn more at

Plansmith Corporation

We've worked with thousands of banks and credit unions who have struggled with competition, change, and the need to grow. Plansmith has helped more than 1,300 financial institutions improve decision-making with integrated software for strategic planning, market analytics, budgeting and risk analysis coupled with expert advisory services. Schedule your discovery call today!


PWCampbell is a full-service firm offering design-build, branch experience, and consulting services to the financial industry. Our vast experience lies within architecture, interior design, preconstruction, construction, branded environments, and award-winning technology solutions. Our Best in Class service and “open door” relationship with our clients are the cornerstones of the business. Backed by over a century of experience, we have the passion and vision to take your project to the next level.

QSI provides turnkey delivery of NCR ATM and ITM solutions and is NCR’s largest financial partner in the U.S. We offer remote access services for patch management, anti-virus, and more. Titan Armored offers branch cash and ATM/ITM cash replenishment, among other services. QSI is a full-service bank equipment company (video, alarm, drive-up, safes). No long-term service contracts. Outsourcing available.


Qualtik helps commercial loan portfolio managers accelerate and deepen their analysis, reporting, and risk management capabilities. Using Qualtik’s software solution provides lenders deep visibility into their commercial loan portfolio through intuitive, interactive dashboards. Lenders can efficiently filter and stress their portfolio in real time, then drill in to analyze individual assets and generate reports for their concentrations and 300/100% capital ratios .


QwickRate® has spent three decades providing community banks with innovative and affordable solutions that help make bankers’ lives easier, their work faster, and their business more successful. The QwickRate CD Marketplace for non-brokered funding and investing enables fast connections to over 3,000 institutions so banks can proactively manage liquidity needs. IntelliCredit™ provides Smart Loan Review™ services uniquely combining deep credit expertise and an online, real-time portal for substantial time savings. Plus, a Portfolio Analyzer solution helps banks identify emerging hotspots and detect risk earlier. QwickAnalytics®delivers compelling online research on all banks, performance analytics, and regulatory compliance tools, including CECLSolver™. Contact for a demo or more information.

R&T Deposit Solutions

R&T Deposit Solutions provides banks, wealth managers and trust institutions with a selection of products and services, designed to meet their unique cash sweep, deposit funding and securities-based lending needs.

Rivel, Inc.

Rivel's CXLign Banking Benchmarks (customer service measurement and alignment) helps banks by providing a clear, objective view of what customers and prospects think. Since customer loyalty is a bank's primary asset, it must be measured to improve it. We help banks pinpoint strengths and challenges based on the views of their customers and prospects. We put ratings in context, showing exactly how your scores compare to competitors within your local trade area.


RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. They are focused on developing leading professionals and services to meet their client’s evolving needs in today’s ever-changing business environment.

S&P Global Market Intelligence

With margin pressures, increased regulatory focus, and evolving customer preferences, it is crucial that you have access to the data and tools your bank needs to perform. At S&P Global Market Intelligence, we provide essential intelligence to help you navigate the challenges of today’s banking industry.

SBS CyberSecurity

SBS CyberSecurity helps business leaders identify and understand cybersecurity risks to make more informed and proactive business decisions. Since 2004, SBS has been dedicated to assisting organizations with implementing valuable risk management programs and mitigating cybersecurity risks. SBS provides turnkey offerings tailored to each client’s needs, including: • Risk management solutions • Network security, consulting, and auditing services • Education • vCISO partnerships • Microsoft 365 Controls Assessment • And more! You are invited to join our monthly Hacker Hour webinar series. These webinars are an interactive and engaging cybersecurity training experience - offered free of charge. Each month, our host invites a cybersecurity expert to join the webinar to discuss current cybersecurity issues and emerging trends. Hope to see you there!

Shield Compliance, LLC

Shield Compliance sets the standard for compliance excellence in cannabis banking. The Shield compliance BSA/AML compliance management software solution sits behind the financial institution to simplify compliance, automate processes across multiple data sources, create efficiencies, unlock new revenue, and scale operations. With Shield, banks can take advantage of the opportunity to grow their portfolios, gain an early mover advantage on new relationships, and benefit from low-cost deposits, earning assets, and non-interest income that come from licensed cannabis businesses – all while protecting themselves from the risks associated with serving this industry.

Spry helps you market and manage your brand with absolute efficiency. We’re a brand optimization partner for our clients. We believe in the wisdom of disciplined budget management, smart solutions that win team compliance, and thoroughly efficient brand management.

Strategic Resource Management

SRM (Strategic Resource Management) has helped 1,000+ financial institutions add more than $5 billion of value to their bottom line in areas such as payments, digital transformation, core processing, digital assets, and overall operating efficiency. SRM has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for clients in an environment of constant and accelerating change. Visit for more information and follow us on LinkedIn and Twitter for timely and relevant insights.


StrategyCorps works with hundreds of financial institutions nationwide to deliver mobile and online consumer checking solutions that enhance customer engagement and increase fee income. This includes two premier products CheckingScore, an analytical tool that ranks each customers total financial productivity, and a customizable BaZing mobile rewards app that delivers thousands of local merchant discounts and name-brand national retailer offers to their mobile phone, among other protection benefits.

The Omnia Group

At the Omnia Group, we recognize that a financial institution’s workforce is its most valuable asset. With 39 years of expertise in personality analysis, we empower companies to maximize their teams’ potential. Through our simple assessments, customized reports, and personalized coaching, we equip leaders with the tools they need to foster continuous growth, development, and inspiration among their employees. Our comprehensive approach extends beyond the initial hiring process, offering ongoing support and valuable insights at every stage of the employee lifecycle. Recognizing the unique culture and objectives of each financial institution, we understand that productive and motivated talent is instrumental in achieving business goals. As a trusted and accessible partner, we are dedicated to empowering organizations to unlock the full potential of their workforce and drive success in the dynamic financial services sector.

The Plateau Group, Inc.

The Plateau Group, Inc., itself and through it's subsidiaries, underwrites and delivers integrated insurance and debt protection products and services to help increase fee income and minimize risk. Their unique focus helps banks identify opportunities and plan for success. They support these goals with a comprehensive system including education, complete administrative support and ongoing program analysis.

The Redmond Company

The Redmond Company, your premier design/build partner, has completed 800+ financial institution projects. Experts in Prescriptive Consumer Analytics, Market Analysis, Trade Area Analysis, Branch Deployment Studies, Site Identification and Acquisition, Brand Integration, Architecture and Construction. Redmond uses advanced analytics to identify your optimal market, trade area, area of influence and site, using “The Science of Where” and Prescriptive Consumer Analytics. Ultimately, increasing the potential profitability and ROI of your facility by selecting the best and most profitable location. Let our award-winning team help you increase the potential profitability of your facilities, improve employee productivity and enhance consumer experiences.

Titan Armored

Titan Armored, a QSI sister company

Welcome to Titan Armored. With over 250 years of combined industry experience, Titan specializes in armored car cash replenishment to ATMs, ITMs and TCRs, as well as branch cash delivery services. We take the added step to assure that each of our highly skilled employees are cross trained to also repair the equipment they are loading. We understand that equally training our staff to repair the equipment gives you the added peace-of-mind guarantee that the equipment will always be in a solid working condition prior to our departure.

Travelers Knows Financial Institutions and has dedicated policies which offer flexible insurance options. Our coverage options include D&O, EPL, Fiduciary, Cyber, Professional Liability, Financial Institution Bonds, ID Fraud Expense Reimbursement and a full portfolio of Property/Casualty coverages!

United Bankers' Bank

United Bankers’ Bank is proud to be the nation’s first and the upper Midwest’s most prominent Bankers’ Bank, serving over 1,000 community banks from the Pacific Northwest to the Great Lakes.

Upgrade partners with banks for access to prime consumer assets as a complement to internal banking strategies and goals, including the management of liquidity, balance sheet diversification, or NIM pressure. Through a digital, online channel, Upgrade provides banks balance sheet and asset liability management solutions. In addition, Upgrade sweeps brokered deposits from high yield savings accounts based on the fed funds effective rate to help fund organic growth or other asset generation strategies for banks in need of liquidity but who may be unable to make other deposit sources work for return targets.

The Voya Bank Advisory Group works with community and regional banks seeking to enter the broadly syndicated senior loan market. Using Voya's access and support, the bank develops a customized Commercial & Industrial loan portfolio in line with the bank's credit standards and regulatory expectations. The floating rate loans can help manage interest rate exposure and diversify loan portfolios.

Weltman, Weinberg & Reis Co., LPA

Founded in 1930, Weltman, Weinberg & Reis Co., LPA is a nationally-recognized, full-service creditors’ rights law firm. We represent nearly every type of creditor, including some of the largest financial institutions in the U.S., in bankruptcy, consumer and commercial collections, litigation, and real estate default matters, with the strictest adherence to compliance and security standards and with a premium on reputation management. To learn more, please visit

Wolf and Company, P.C.

Wolf & Company is a national CPA and business consulting firm with a regional feel, providing assurance, tax, risk management, and business consulting services to nearly 400 institutions across the United States. With over a century of experience working with financial institutions, we pride ourselves on personalized client service and unparalleled guidance that includes direct involvement from our senior management combined with responsive service from our multi-disciplinary team. Our diverse clients represent financial institutions ranging from de novo community banks to large national institutions facing unprecedented regulatory scrutiny. Through our collaborative service strategy, we understand our clients’ challenges and opportunities, and work with them to achieve their business goals while navigating potential obstacles. A complete description of our firm is provided through our web page at


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Additional Details

Additional Details

Hotel Accommodation

Omni Amelia Island Resort
39 Beach Lagoon Rd
Fernandina Beach, FL 32034
Rate: $339++/night
Call: 888-261-6161
Deadline: May 23
Link here to book your HOTEL ROOM
Link here to book your VILLA (Group Code: 061924IBAOBLANN)

Fee Per Person

Member $895 
Nonmember (Bankers) $1,695 
Guests $495

Questions? | 217-789-9340

PAC Experiences

PAC Experiences 

PAC Golf Outing

The PAC Golf Outing will be held at The Amelia River Club, 4477 Buccaneer Trail, Amelia Island, FL 32034. Known for its incredibly smooth TifEagle greens, manicured fairways and challenging pin positions, Amelia River is one of the most prestigious courses in all of North Florida.

Amelia Island PAC Experience

Ahoy! Come set sail with us as we navigate on a private boat charter through the Intracoastal Waterway and its stunning scenery of marshes, moss-draped live oak trees, and the sun-drenched beaches of the Atlantic Ocean. Attendees will watch for dolphins, manatees, sea turtles, and even whales. Alligators, armadillos, bobcats, and more wildlife can also be spotted on our excursion.

PAC Experience Pricing

The cost to participate in a PAC experience is $250 per person for bankers, guests and PAC sponsoring service providers. Non-PAC sponsoring service providers may attend for $375 per person. Golf club rental is $75 per set, and must be pre-arranged. Please indicate if you will golf or attend the private boat charter event when registering for Convention. A separate invoice will be sent from the PAC for the fees associated with these events.

Disclaimer: A copy of our report filed with the State Board of Elections is (or will be) available on the Board’s official website or for purchase from the State Board of Elections, Springfield, Illinois. All contributions to Illinois Bankers PAC are voluntary. You may refuse to contribute without reprisal. Contributions to Illinois Bankers PAC are not tax deductible.



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