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The ONE Conference (Opportunity. Networking. Education.) is your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Risk Management, HR, Leadership, Lending, Retail, and Tech & Ops. 

2024 Brochure | 2024 Full Agenda

Agenda

Agenda

Thursday, March 7

  

11:00 a.m. – 6:00 p.m.

Registration Desk Open (Conf Center Lobby)

12:30 p.m. – 1:45 p.m.

Opening General Session (River G)
Volunteer of the Year Award
Beyond Words: Level Up With Nonverbal Expertise
Linda Clemons®, Sisterpreneur®

1:45 p.m. – 2:45 p.m.

The Marketplace Grand Opening - Break with Exhibitors (River E-F)

2:45 p.m. – 3:45 p.m.

Concurrent Sessions
• Financial/Risk Management (Cole/Shertz)
Risk's Role at ALCO, Mark Haberland, Darling Consulting Group
• Human Resources (Fon du Lac D-F)
Employee Engagement & Retention: Why people leave & how to keep them, Drew Carter, Whistle Rewards

• Leadership (River G-J)
How Do You Manage Projects?, David Noël, Genesys Technology Group

• Lending (River B)
Why Getting More From Your Loan Review Is Now Critical, David Ruffin, IntelliCredit, a division of QwickRate

• Marketing (Fon du Lac A-C)
Hit a Homerun with your Strategic Marketing Plan, Taylor Thoma, forbinfi

• Retail (River A)
Pulling Strings for Non-Interest Revenue/Payments, Rob Coile, Strategic Resource Management

• Technology & Operations (River C-D)
How can AI help my bank?, Larry Hall, Finlytica Corp.

4:00 p.m. – 5:00 p.m.

Concurrent Sessions
• Financial/Risk Management (Cole/Shertz)
Out with the Old: Liquidity, Funding, and Regulation, Ryan Smith, Piper Sandler
• Human Resources (Fon du Lac D-F)
2024 HR Survival Kit, Michael Gifford & Emily Bennett, Howard & Howard Attorneys PLLC

• Leadership (River G-J)
Secrets of High Performing Banks – Responding to Market Challenges, Shawn O'Brien, QwickRate
• Lending (River B)
Consumer Spending, a Driving Force to Commercial Lending, Bobby Martin, Vertical IQ
• Marketing (Fon du Lac A-C)
Customer Journey Mapping, Robert Zondag, Wipfli LLP
• Retail (River A)
Renewable Deposit Sources, Steve Christenson, Ascensus
• Technology & Operations (River C-D)
Forging Strong Security Leadership: A Top-Down Approach, Mishaal Khan, Mindsight

5:00 p.m. – 6:00 p.m.

Marketplace Reception with Exhibitors (River E-F)

6:30 p.m. – 8:30 p.m.

Illinois Bankers PAC Brews (Donnelly’s Irish Pub)
$40 pp (refreshments, food, and transportation included)

8:30 p.m. – 10:30 p.m.

Hospitality Suite with KARAOKE and Games (Fon du Lac D-F)

Friday, March 8

  

6:00 a.m. – 9:00 a.m.

Breakfast Buffet for Embassy Suites Guests (Hotel Atrium)

7:15 a.m. – 8:00 a.m.

Continental Breakfast (Conf Center Lobby)

7:15 a.m. – 12:45 p.m

Registration Desk Open (Conf Center Lobby)

8:00 a.m. – 9:00 a.m.

Concurrent Sessions
• Financial/Risk Management (Cole/Shertz)
Seven Lessons Learned in Contract Negotiation, Rob Coile, Strategic Resource Management
• Human Resources (Fon du Lac D-F)
Succession Planning to Stabilize the Bank's Future Leadership, Barbara Low, Wipfli LLP

• Leadership (River G-J)
Banking is a Team Sport + Become a More Influential Leader, Joe Micallef
• Lending (River B)
No Time to Waste: Targeting the Right Customer Industries for Commercial Deposits & Loans, Matt Murphy, IBISWorld
• Marketing (Fon du Lac A-C)
Treat Your Website Like a Branch…Because It Is!, Crystal Steinbach, Mills Marketing
• Retail (River A)
Transformative Branch Conversations, Jack Kasel, Anthony Cole Training Group
• Technology & Operations (River C-D)
Understand How to Get More Out of Your Technology Vendors, Charlie Kelly, Remedy Consulting

9:00 a.m. – 9:30 a.m.

Marketplace Break with Exhibitors (River E-F)

9:30 a.m. – 10:30 a.m.

Concurrent Sessions
• Financial/Risk Management (Cole/Shertz)
Managing the Compliance Program, Karen Leiter, CLA
• Human Resources (Fon du Lac D-F)
Holding People Accountable (Without Losing Them), Angela Adams, HR Source

• Leadership (River G-J)
Using Behavioral Science To Change Behaviors and Reduce Risk, Andrea Olson, Pragmadik
• Lending (River B)
Win New Commercial Customers through Advances in Technology, Nellie Schlachter, Evolv
• Marketing (Fon du Lac A-C)
Keys to Marketing Success in 2024, Jim Perry, Market Insights, Inc.
• Retail (River A)
How to go from Good Service Provider to Awesome Finance Professional in 5 Easy Steps, Joe Micallef, Grow Up Sales
• Technology & Operations (River C-D)
Your Bank Needs a Payments Strategy, Marisa Reynolds, Genesys Technology Group

10:45 a.m. – 11:45 a.m.

Concurrent Sessions
• Financial/Risk Management (Cole/Shertz)
Ponzi Schemes and Customer Fraud: What Financial Institutions Must Know to Minimize Exposure to Third Parties, Michael Campbell, Polsinelli
• Human Resources (Fon du Lac D-F)
Evaluating Practices to Maximize Talent, Barbara Low, Wipfli LLP

• Leadership (River G-J)
Motivate Your Bankers from Good to Great, Jack Kasel, Anthony Cole Training Group
• Lending (River B)
Are you prepared for the next Mortgage Market?, Kevin Carlson, Windsor Mortgage
• Marketing (Fon du Lac A-C)
Increasing Employee Attraction and Retention with Company Culture, Brett Jackson, Systemax
• Retail (River A)
The Total Bank Makeover: A Proven Plan for Growth and Profitability, Nick Arrigo, Haberfeld
• Technology & Operations (River C-D)
The Top 6 Controls to Reduce Your Risk of a Cyber Incident, Nick Podhradsky, SBS CyberSecurity

11:45 a.m. – 12:45 p.m.

The Marketplace - Lunch with Exhibitors (River E-F)

12:45 p.m. – 2:00 p.m.

Closing General Session (River G)
23’ Future Leaders Alliance Graduation
Maximize Your Life Score
Craig Dietz

Keynote Speakers

Linda Clemons - Thursday, March 7

Beyond Words: Level Up With Nonverbal Expertise

Clemmons

Linda Clemons from Indianapolis, Indiana, is the CEO of Sisterpreneur® Inc, which educates and empowers female entrepreneurs. She is an award-winning, record-setting sales producer. As body language expert trained and certified in Analytic Interviewing and Statement Analysis™ (a process used to detect deception) has made Linda one of the top global sales trainers, assisting her clients in generating over two billion in sales. Linda welcomes the opportunity to train and motivate your team.

    

Craig Dietz -  Friday, March 8

Maximize Your Life Score

Craig Dietz is a dynamic TEDx speaker who inspires and motivates audiences with his extraordinary life story of resiliency and determination.

Despite being born without limbs, Craig is continuously seeking out new opportunities to challenge himself. He is currently a licensed attorney and in his spare time enjoys bowling, skiing, playing volleyball, hunting, fishing, jamming on his drums or tooling around the country in his van. Craig’s swimming accomplishments include the 4.4-mile Great Chesapeake Bay Swim, the Midmar Mile swim in South Africa and the 1.5-mile “escape” from Alcatraz swim. Craig currently resides in Harrisburg, PA, with his wife, Christy, and their dog, Rocco.

KAT PERKINS

Professional Tracks

Professional Tracks

Bank Marketing

Hit a Homerun with your Strategic Marketing Plan
Taylor Thoma, Director of Marketing, forbinfi
We will present a comprehensive guide to elevate your strategic marketing endeavors to unprecedented heights. In our session, "Hit a Homerun with your Strategic Marketing Plan," we will unveil a meticulously crafted 5-step framework designed to propel your brand to success. This strategic blueprint encompasses essential components, including a thorough leadership survey, insightful interviews to gauge brand perception, a roadmap for focused execution, metrics for measuring success, and a seamless strategy for communicating achievements to the bank's leadership. Together, these steps form a powerful arsenal to not only refine your marketing approach but also to provide compelling evidence of its impact to the highest echelons of your organization. Let's embark on this journey toward marketing excellence!

Customer Journey Mapping
Robert Zondag, Principal - Strategy, Wipfli LLP
Is the customer at the center of your bank and your decisions? Many leaders overlook journey mapping as an effective tool to understand how customers experience their bank. This session aims to help firm leadership refocus teams on the customer.

Treat Your Website Like a Branch…Because It Is!
Crystal Steinbach, Digital Marketing Director, Mills Marketing
Your website draws thousands of daily visitors, far surpassing physical branches. But do you know their purpose, identity, and origin? Decode the true potential of your website – understand user intent, identity, and origins for enhanced customer experiences and to elevate your bank's brand. Gain insights into leveraging website data to maximize marketing ROI and drive strategic decisions. Discover the crucial data your marketing team should be sharing with leadership regularly. This session will empower you to reshape your website into a dynamic force for brand elevation and strategic growth. Because your website should be more than a digital brochure.

Keys to Marketing Success in 2024
Jim Perry, Senior Strategist, Market Insights, Inc.
The emotional and economic impact of inflation is a jarring example of how one crisis, one new trend or one new technology can turn your marketing, and your financial institution, upside down. Only the creative, agile marketer will be able to help their institution stay competitive and connected. This session explores emerging consumer behaviors and marketing trends and sets out three ways to keep your marketing less susceptible to emerging threats in the future.

Increasing Employee Attraction and Retention with Company Culture
Brett Jackson, CEO, Systemax Corporation
Marketing isn’t just for new leads. These days the competition for quality staff is fierce and we have seen many companies transfer their marketing efforts to employee attraction and retention. As the CEO of Systemax, a branding agency, Brett Jackson will walk you through how to build a desirable culture within your workforce, streamline an efficient onboarding process, and keep your staff engaged and loyal. Because, after all, you are nothing without your team.

Human Resources

Employee Engagement & Retention: Why people leave & how to keep them
Drew Carter, Founder & CEO, Whistle Rewards
In the banking industry, the challenges of employee engagement and retention have reached a critical juncture. Despite a 5% salary increase in 2022, voluntary attrition rates have surged, surpassing 24%. Alarmingly, 66% of those who left chose to exit the entire industry. These trends underscore the pressing need for financial institutions to address the issue of employee turnover. This session is designed to provide insights, tools, and strategies to effectively understand and articulate the root causes of attrition and master the use of an employee evaluation framework to assess and enhance motivation within an organization. Drew Carter, CEO & Founder of Whistle Rewards, offers a comprehensive knowledge base and skill set to address the challenges of employee engagement and retention within the banking industry.

2024 HR Survival Kit
Michael Gifford & Emily Bennett, Howard & Howard Attorneys PLLC
HR is constantly evolving – do you know everything you need to know to avoid the many traps and pitfalls? We will review changes and updates to federal and Illinois law that took effect over the past year. This lively presentation provides an overview of key developments in federal and Illinois employment law, and action items for employers to take because of those changes. Participants will leave with up-to-date knowledge of legal obligations and considerations in an ever-changing landscape of a bank’s obligations to its employees.

Succession Planning to Stabilize the Bank's Future Leadership
Barbara Low, Sr. Manager - Talent Management Consulting, Wipfli LLP
The changing workforce and aging baby boomers are realities leading more financial institutions to seek help in understanding which of their staff is able and willing to fill key roles over the next five years. Determining the depth of the talent pipeline internally and externally isn’t easy. Succession planning is not a new concept, yet many struggle at creating processes and a robust approach that moves beyond a static list of names kept in a file. A succession planning program includes a focus on positions critical to the company’s strategic plan as well as a focus on employees and their development. This session will talk about the issues and challenges of succession in today’s workplace and provide some practical approaches and tools to guide effective Succession Planning.

Holding People Accountable (Without Losing Them)
Angela Adams, CEBS, SPHRDirector, HR Services, HR Source
Many leaders struggle to hold employees accountable out of fear of making them mad or losing them. But is that best for your bottom line? Get more comfortable with holding employees accountable for their work responsibilities by using a four-prong approach of providing feedback, inspiring investment, designing creative solutions, and completing follow through.

Evaluating Practices to Maximize Talent
Barbara Low, Sr. Manager / Talent Management Consulting, Wipfli LLP
In today’s challenging labor market, all employers are having difficulty attracting and retaining talent. Have you considered evaluating the policies and practices that may contribute to a low candidate pool? When’s the last time you reviewed elements of the hiring process to determine where changes need to be made in order to meet the needs of today’s workforce and provide an increased number of candidates? Have you considered analyzing your talent practices in order to create a strategic talent plan? This session covers areas to focus on for change to achieve better outcomes.

Leadership Development

How Do You Manage Projects?
David Noël, EVP of Support Services, Genesys Technology Group
Managing key initiatives and projects to completion has never been more important. Disruption in the banking industry is requiring that community financial institutions innovate and embrace new technology initiatives. Whether you are opening a new branch, becoming a Bank as a Service, launching new products both internally or externally, or layering Fintech technology into your forward-facing systems - getting things done efficiently is vitally important to your success. In this session, David Noël will walk you through some foundational concepts that will help you thrive in the new era of banking.

Secrets of High Performing Banks – Responding to Market Challenges
Shawn O'Brien, President, QwickRate
We’re expecting a long road ahead for all banks in 2024, but some institutions will see it as a chance to seize opportunities and successfully strategize responses to the challenges. These high-performing banks know how to use publicly available performance data to their advantage. We’ll show you how your bank can emulate the top performers by taking your cues from the numbers.

Banking is a Team Sport + Become a More Influential Leader
Joe Micallef, Grow UP Sales Consulting, President, Sales Strategist and Coach
Many bank leaders are struggling to build highly engaged and skilled teams that consistently produce great results. Joe Micallef will share how built and retained highly productive teams as a bank leader for 20 years through collaborative strategic planning, consistent coaching and regular feedback.

Using Behavioral Science To Change Behaviors and Reduce Risk
Andrea Olson, CEO, Pragmadik
Data enables banks, credit unions, and fintech companies to better understand their users, edge out the competition, and provide the right product to the right person at the right time. However, finding clever ways to dice and display data isn’t sufficient for changing behavior. That’s where behavioral science can help. Behavioral science analyzes what actually gets people to change their behavior rather than going along with whatever common sense says might work. In this session, attendees will learn about the concepts behind the principles of behavioral science, biases that affect thinking, judgment, and consumer behaviors, along with techniques to overcome the intention-action gap through a blend of behavioral diagnosis and design.

Motivate Your Bankers from Good to Great
Jack Kasel, Sales Development Expert & Community Bank Specialist, Anthony Cole Training Group
Imagine the impact if you could improve the performance of your middle producers by just 5-10%? This workshop will help bank managers understand the specific traits of a strong motivator as well as a 3-step approach to help your producers focus and develop their expertise and success with their targeted markets. Using huddles and a coaching approach called Where’s Walter, bank managers will learn how to improve the skill levels of your middle producers. This focus on improving the middle majority can make a huge impact on your group’s bottom line.

Lending

Why Getting More From Your Loan Review Is Now Critical
David Ruffin, Principal, IntelliCredit, a division of QwickRate
A loan review is a strategic asset for community banks and should be treated like one. While this hasn’t been the case for decades, bankers are now realizing that new, dramatically improved processes — ones that can also be used for both internal and annual reviews — will not only make Loan Reviews more efficient, effective and less intrusive to credit teams’ day-to-day schedules, but provide a source of valuable information to help the bank detect risk earlier. This capability is especially critical during unsettled credit times. In our session, we’ll discuss innovative approaches and best practices that can profoundly reduce the burden that a loan review traditionally placed on community bank teams — while also making this important discipline a more constant and strategic tool for minimizing credit risk that lies ahead.

Consumer Spending, a Driving Force to Commercial Lending
Bobby Martin, CEO and Co-Founder, Vertical IQ
In today's world, very few things remain predictable. One truth that continues to stand the test of time is that the economy starts and stops with the consumer— especially when consumer spending contributes 68% to GDP. Join us for a discussion on the impact of human nature and consumer spending has on the commercial lending world. Find out who are anticipated to be the winners and the losers in the Commercial lending sector.

No Time to Waste: Targeting the Right Customer Industries for Commercial Deposits & Loans
Matt Murphy, Vice President - Commercial Banking, IBISWorld
With the current need to grow and retain deposits, and find commercial loan growth in an environment with lower loan demand, bankers are struggling to find the right customers in their market for those products and services. In addition to that, multiple bankers are often calling on the same businesses and need to set themselves apart from their competition. Using certain industry-level metrics such as Profit Margins, Revenue Trends, and various Financial Ratios, Marketing teams and Sales Leaders can easily identify industries in their specific market that are cash-rich for deposit and treasury business or capital intensive for commercial lending business. They can also use those same industry trends to craft compelling messaging, build rapport, and win more customers in those industries. Alternatively, Credit and Risk Departments can use industry metrics in order to understand which industries should be more heavily scrutinized to avoid bad loans and concentration risk.

Win New Commercial Customers through Advances in Technology
Nellie Schlachter, Director of Strategic Partnerships, Evolv

Utilizing the latest technology, your Commercial Loan Officers can win new customers and increase their value-add to existing ones by showing them how they can remove human error, produce more, and increase their company's output and profitability. Just as companies utilize Word and Excel on a daily basis for tasks they could be doing on a manual basis, they can gain business efficiency and productivity, while cutting expenses when they implement electronic invoicing and automated payment processing. The tight job market we are experiencing is expected to continue for the foreseeable future. Employees and their costs continue to rise, so the time is right to deploy technology that is not tethered to human interaction.

Are you prepared for the next Mortgage Market?
Kevin Carlson, Account Executive Sales Manager, Windsor Mortgage

This session will help attendees navigate the complex mortgage landscape and provide tools to maneuver through these uncertain times. Gain practical tips for surviving current economic and mortgage challenges, as the speaker shares his intimate stories of overcoming struggles. Attendees will walk away with tips, tactics, and tools to become successful. Don't miss this concise and insightful exploration of the mortgage landscape.

Retail Banking

Pulling Strings for Non-Interest Revenue/Payments
Rob Coile, Director, Community Financial Institutions, Strategic Resource Management
This presentation interprets the latest FED Interchange study, breaks down the data, and explains how to prepare your institution for what’s coming next.

Renewable Deposit Sources
Steve Christenson, EVP, Ascensus
Ascensus brings a new vision to gaining market share to banks and credit unions. With increased interest rates and uncertain returns on alternate investments, savers of all ages are seeking stable sources for their accounts. Help consumers build long-term, consistent savings with your organization, foster strong customer relationships and become a trusted source of education and safety. Learn how IRAs and health savings accounts can help expand your share of the market.

Transformative Branch Conversations
Jack Kasel, Sales Development Expert & Community Bank Specialist, Anthony Cole Training Group
Banking customer service expectations continue to rise and present greater challenges for banks to build trust and deepen relationships with the multitude of virtual channels. The gap continues to widen as depositors and lending clients shop competitive direct and non-bank options that have intensified the competitive bank environment. How does your bank compete and differentiate itself? It is not too late to consider the impact your branch people can have. Top-performing banks are arming their people with a transformative approach to initiating distinctive relationships with their clients and prospects, building trust through meaningful conversations. This workshop will provide an approach to developing your people, who are the essential differentiator for your bank from the many digital options.

How to go from Good Service Provider to Awesome Finance Professional in 5 Easy Steps
Joe Micallef, Grow UP Sales Consulting, President, Sales Strategist and Coach
When asked what makes your bank different, most bankers reply with “customer service”. But can you articulate what specifically makes your customer service better? Retail Bankers will learn how to better describe their bank’s unique Service Mission and how to create unforgettable customer experiences by adopting Joe Micallef’s simple Service Excellence Model.

The Total Bank Makeover: A Proven Plan for Growth and Profitability
Nick Arrigo, Senior Consultant, Haberfeld
Does your financial institution need a “total banking makeover?” If your organization is struggling to grow new, retail and business customer relationships, you just might! Are you looking to add younger generations of customers? Are you interested in learning how, why and when people switch financial institution as well as how to capture more of the switch? When growth isn’t happening, it isn’t simply a “marketing problem.” Your entire organization must be focused on a strategy to change the outcome. In this thought-provoking session, we’ll explore all the changes that need to be made to give your bank a “growth” makeover.

Risk Management

Risk's Role at ALCO
Mark Haberland, Managing Director, Darling Consulting Group
During this session, participants will gain valuable insights through discussion and case studies of how detrimental some practices can be to your bottom line and the success many institutions are having by promoting a collaborative culture at ALCO, improving the quality of risk model inputs and outputs to make the best decisions for their institutions. Turning your ALCO into a true Profit Center takes dedication to the process, but the results are game-changers!

Out with the Old: Liquidity, Funding, and Regulation
Ryan Smith, Managing Director, Piper Sandler
Join Ryan Smith of the Piper Sandler Financial Strategies team for a discussion of current themes in the financial industry. Banks are under the microscope in this environment and integrating new options into a strategic plan is essential. Themes will include rethinking liquidity and funding to ensure a modernized view on sources and measures. This will also cover the impact that new regulation may have on your bank’s strategy. The discussion will include relevant market updates to contextualize the ideas and help management teams find more value in 2024 and beyond.

Seven Lessons Learned in Contract Negotiation
Rob Coile, Director, Community Financial Institutions, Strategic Resource Management
This presentation covers the seven most common areas where contract negotiation lessons have been repeatedly learned. Additionally, real examples will be discussed to show institutions how to uncover hidden costs and enhance the revenue associated with their debit card portfolio.

Managing the Compliance Program
Karen Leiter, Principal, CLA
Managing the Compliance Program: conducting regular risk assessments, understanding the role of oversight, and comprehending the “three lines of defense” model for managing compliance risk.

Ponzi Schemes and Customer Fraud: What Financial Institutions Must Know to Minimize Exposure to Third Parties
Michael Campbell, Practice Chair, Polsinelli
Lawsuits against financial institutions for damages arising from their customers’ engagement in Ponzi schemes and fraud are on the rise, as are the multi-million-dollar awards and settlements. In these lawsuits, third parties who suffered losses at the hands of bank customers seek to recover these from banks based on a variety of legal theories. The risk of these claims creates challenges for risk management officers, bank management, and staff who must meet their suspicious activity reporting requirements while mitigating against potential third-party claims. Chief among these challenges are the missteps banks often make when they learn of potential fraud committed by their customers.

Technology & Operations

How can AI help my bank?
Larry Hall, Director, Finlytica Corporation
AI offers tremendous potential for banks of all sizes. Unfortunately, community banks typically don’t have the data and AI skills to take advantage of it. This educational session is designed to help community banks understand the opportunities presented by AI, the challenges involved in delivering AI to community banks, and the solutions available to help them jump-start their efforts and make the complexity of AI simple.

Forging Strong Security Leadership: A Top-Down Approach
Mishaal Khan, vCISO, Mindsight
Building a resilient security posture begins with effective leadership. This talk dives into the essential steps for developing robust security leadership within your organization. We'll explore the key attributes and skills that security leaders need to cultivate, from strategic thinking and communication to crisis management and team empowerment. Attendees will gain practical insights into fostering a security consciousness and accountability culture by drawing on real-world examples and best practices. By the end of this session, you'll be equipped with actionable strategies to nurture and elevate security leaders who can confidently guide your organization through today's complex threat landscape. Join us in the pursuit of a stronger, more secure future.

Understand How to Get More Out of Your Technology Vendors
Charlie Kelly, Partner, Remedy Consulting
Bank CEOs are constantly looking for ways to improve your business performance, customer satisfaction, and regulatory compliance. One of the key factors that can help you achieve these goals is your technology vendors. Technology vendors provide you with the software, hardware, and services that enable your bank to operate efficiently, securely, and innovatively. However, not all vendors are created equal, and not all vendor relationships are optimal. In this presentation, we will discuss how you can get more out of your technology vendors by understanding the landscape and following some best practices for vendor selection, management, and evaluation.

Your Bank Needs a Payments Strategy
Marisa Reynolds, SVP SVP Fintech & Vendor Relations & Operations Liaison, Genesys Technology Group
In today’s digital age, financial institutions cannot afford to overlook the significance of developing a comprehensive payment strategy to stay competitive and meet customer expectations. This session serves as a wake-up call for financial institutions to assess their current payment landscape, recognize the importance of a well-defined payment strategy, and adapt to the evolving customer expectations and technological advancements in the industry.

The Top 6 Controls to Reduce Your Risk of a Cyber Incident
Nick Podhradsky, Executive Vice President, SBS CyberSecurity
Gone are the days of only having to worry about a “virus” getting onto your network and causing a few minor issues. Today’s cyber-attacks are completely automated on the front-end, meaning getting access to your network has never been easier. Hackers tend to live in a network undetected for long periods of time, studying your environment and crafting a plan to achieve their objective, which is typically to steal money, data, or both. Then, to cover their tracks, the hacker will launch ransomware on your network as they leave, creating a whole new set of problems. How do you identify that an attack like this is occurring BEFORE it’s too late? Alternatively, how can you prepare your organization to investigate what really happened when an attack does occur? This presentation will use an example of a real-world attack to walk you through the different steps a modern attack entails, show you how to prepare in advance to detect an attack at different stages, and make sure you’re logging the right information to properly investigate what happened if an attack does occur.

Speakers

Speakers

Bank Marketing

Taylor Thoma

Director of Marketing, forbinfi

Hit a Homerun with your Strategic Marketing Plan

Robert Zondag

Principal - Strategy, Wipfli LLP

Customer Journey Mapping

Crystal Steinbach

Digital Marketing Director, Mills Marketing

Treat Your Website Like a Branch…Because It Is!

Jim Perry

Senior Strategist, Market Insights, Inc.

Keys to Marketing Success in 2024

Brett Jackson

CEO, Systemax Corporation 

Increasing Employee Attraction and Retention with Company Culture

Human Resources

Drew Carter

Founder & CEO, Whistle Rewards

Employee Engagement & Retention: Why people leave & how to keep them

Michael Gifford

Howard & Howard Attorneys PLLC

2024 HR Survival Kit

Emily Bennett

Howard & Howard Attorneys PLLC

2024 HR Survival Kit

Barbara Low

Sr. Manager - Talent Management Consulting, Wipfli LLP

Succession Planning to Stabilize the Bank's Future Leadership

Angela Adams, CEBS, SPHR

Director, HR Services, HR Source

Holding People Accountable (Without Losing Them)

Barbara Low

Sr. Manager - Talent Management Consulting, Wipfli LLP

Evaluating Practices to Maximize Talent

Leadership Development

David Noël

EVP of Support Services, Genesys Technology Group

How Do You Manage Projects?

Shawn O'Brien

President, QwickRate

Secrets of High Performing Banks – Responding to Market Challenges

Joe Micallef

Grow UP Sales Consulting, President, Sales Strategist and Coach

Banking is a Team Sport + Become a More Influential Leader

Andrea Olson

CEO, Pragmadik

Using Behavioral Science To Change Behaviors and Reduce Risk

Jack Kasel

Sales Development Expert & Community Bank Specialist, Anthony Cole Training Group

Motivate Your Bankers from Good to Great

Lending

David Ruffin

Principal, IntelliCredit, a division of QwickRate

Why Getting More From Your Loan Review Is Now Critical

Bobby Martin

CEO and Co-Founder, Vertical IQ

Consumer Spending, a Driving Force to Commercial Lending

Matt Murphy

Vice President - Commercial Banking, IBISWorld

No Time to Waste: Targeting the Right Customer Industries for Commercial Deposits & Loans

Nellie Schlachter

Director of Strategic Partnerships, Evolv

Win New Commercial Customers through Advances in Technology

Kevin Carlson

Account Executive Sales Manager, Windsor Mortgage

Are you prepared for the next Mortgage Market?

Retail Banking

Rob Coile

Director, Community Financial Institutions, Strategic Resource Management

Pulling Strings for Non-Interest Revenue/Payments

Steve Christenson

EVP, Ascensus

Renewable Deposit Sources

Jack Kasel

Sales Development Expert & Community Bank Specialist, Anthony Cole Training Group

Transformative Branch Conversations

Joe Micallef

Grow UP Sales Consulting, President, Sales Strategist and Coach

How to go from Good Service Provider to Awesome Finance Professional in 5 Easy Steps

Nick Arrigo

Senior Consultant, Haberfeld

The Total Bank Makeover: A Proven Plan for Growth and Profitability

Risk Management

Mark Haberland

Managing Director, Darling Consulting Group

Risk's Role at ALCO

Ryan Smith

Managing Director, Piper Sandler

Out with the Old: Liquidity, Funding, and Regulation

Rob Coile

Director, Community Financial Institutions, Strategic Resource Management

Seven Lessons Learned in Contract Negotiation

Karen Leiter

Principal, CLA

Managing the Compliance Program

Michael Campbell

Practice Chair, Polsinelli

Ponzi Schemes and Customer Fraud: What Financial Institutions Must Know to Minimize Exposure to Third Parties

Technology & Operations

Larry Hall

Director, Finlytica Corporation

How can AI help my bank?

Mishaal Khan

vCISO, Mindsight

Forging Strong Security Leadership: A Top-Down Approach

Charlie Kelly

Partner, Remedy Consulting

Understand How to Get More Out of Your Technology Vendors

Marisa Reynolds

SVP SVP Fintech & Vendor Relations & Operations Liaison, Genesys Technology Group

Your Bank Needs a Payments Strategy

Nick Podhradsky

Executive Vice President, SBS CyberSecurity

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

Exhibitors

Exhibitors

akrivisteam


Akrivis Real Estate Valuation Solutions

As a third-party real estate valuation partner, we work closely with a variety of financial institutions, fiduciaries, legal teams, and individual property owners to provide the fastest and most accurate valuations possible.

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Ascensus

Ascensus is the industry leader in supporting IRAs, HSAs and other tax preferred savings plans. For more than 40 years Ascensus has delivered comprehensive IRA and HSA solutions and education to the banking industry. With one of the largest ERISA consulting teams in the country and training solutions to keep your organization informed, Ascensus’ capabilities ensure workflow compliance and efficiencies. Ascensus is the clear choice when looking to bring your IRA and HSA programs to the next level.

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BancMac - Community Banc Mortgage Corp

BancMac provides correspondent lending and is the Community Bank Mortgage Partner for financial institutions to originate secondary market mortgage loans. Your financial institution may expand your product offerings with access to Conventional, USDA, VA, FHA, Jumbo, and Rural Living loan programs, improve your price and competitiveness, and generate significant non-interest income. We offer superior service, competitive pricing, no minimum volume requirements, Non-Solicit Protections, and more.

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Bankers' Bank
  

Founded in 1981, Bankers' Bank is the Midwest's leading provider of banking services to community banks, with offices in the Madison, Chicago, Des Moines, and Indianapolis areas serving the four-state region and beyond. As an independent source of non-competing financial services, the Bank serves a market of over 700 financial institutions. The Bank does not serve the public, so it never competes with client banks for business.

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BankTalentHQ

BankTalentHQ is the premier talent management site for financial industry careers, brought to you by an alliance of state banking associations working together. Finding and keeping top talent is high on the list of challenges banks face, and the solution is BankTalentHQ! Whether you are looking for a job with a financial institution, or you are an employer with a position to fill, BankTalentHQ is here to help. Continue furthering your banking career, or increasing the success of your staff, by interacting with our BankTalentHQ coaches and checking out the information on the Career Outlook and Colleges & Universities pages. Talent Gathers Here!

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Banzai Inc.

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.


Charles Vincent George Architects

Charles Vincent George Architects is an award-winning commercial & residential architectural design and planning firm. Founded in 1962, the firm has extensive experience leading financial institutions through the planning, design, and construction processes. Services include satellite and branch facility design, ATM & kiosk installations, and re-branding and merchandising services.


CorServ, Inc.
     

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.


DBE - 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.


Deluxe
    

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.


Edge One

Edge One is a leading provider of self-service and assisted self-service solutions (ATM, ITMs and TCRs) in IL, WI, MN, MI and OH. Edge One promotes a highly integrated and holistic “operations first” approach that includes sales, first line and second line service, transaction processing, compliance assistance and managed portfolio services. This approach, empowered by our highly experienced and capable associates, delivers quality, simplicity and value.

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 Protection Inc.

Federal Protection is trusted as the financial industry security specialists. Serving since 1969, Federal is a proven innovator in security, bank equipment, and ATM/ITMs. Today, we offer the latest solutions for branch development, ATMs, ITMs, and physical & electronic security.

FIPCO helps financial institutions stay compliant in a fast-changing regulatory environment. Our form sets are regarded as the industry standard, and our Compliance Concierge™ loan, mortgage, and deposit software solutions are developed and supported with the same meticulous approach to compliance. FIPCO, a WBA subsidiary, also offers valuable consulting services, including risk management and IT auditing.


Fiserv, Inc.

Fiserv, a trusted advisor to its clients & a Fortune 500 company, provides information management systems/services to financial institutions. Major services include transaction processing, outsourcing, & software for core banking, check/image processing, payments & loan management. Serving more than 17,000 clients, Fiserv is the leading provider of core account processing solutions.


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.


forbinfi

forbinfi is the go-to agency for full-service financial marketing solutions! With decades of industry experience, we can help you plan, create, measure and report on ROI-focused strategies that will differentiate you in the market. By offering website development, digital marketing, print marketing, content creation, branding solutions, training, PR, managed IT services, and merger/acquisition communication, our team is here to help you innovate, implement and EXCEED your goals!


Graduate 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, Strategic Marketing School, and the GSB Online Seminar Series.


Haberfeld

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.


HR Source

Angela Adams, CEBS, SPHR
800-448-4584
hrsource.org

Email Angela

HR Source is a not-for-profit employers' association serving more than 1,100 companies and organizations. We provide human resources, compensation, legal, training, and employee benefits services. As an association built to help employers, we make it our business to know your business and the businesses around you. We provide the best local survey data available, an intimate understanding of business, and in-depth and accurate knowledge of employment law.


Illinois Bankers Group Insurance Trust

The Illinois Bankers Group Insurance Trust (“Trust”) is a not-for-profit entity, existing solely for the purpose of affording IBA members a source for purchasing quality and competitive group insurance products and services. The Trust, which holds a tax-exempt status under Section 501 (c)(9) of the Internal Revenue Code, is a separate legal entity and the policyholder for the various group insurance policies offered to all members, which includes a complete portfolio of health, life, dental, vision, and disability insurance products.  Eight different health plans are available to Trust members and to their employees, directors, and retirees.


Main Street, Inc
     

Since 1998, Main Street has partnered with more than 2,100 community-oriented financial institutions to enhance account holder relationships with affordable, simple, and efficient checking programs. We deliver straightforward check products at competitive prices coupled with a seamless level of service. Whether you are seeking to improve service to account holders, streamline team’s workload or boost profitability, we are here to help you achieve your goals.


Midwest Independent BankersBank

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


Midwestern Securities Trading Company

Grow & Protect with Midwestern Securities Whether you have a thriving investment services division and are looking for a true partner to help you take it to the next level of success or you are just starting on your journey to building new streams of non-interest income, we have a solution for you. We work with forward-thinking, community-minded banks and credit unions who desire a broker/dealer who can provide executive leadership and superior sales coaching to their financial advisors. Our size and exclusivity allow us to provide personalized, focused attention and support to our partners. We are invested in their success and dedicated to helping them grow if they are willing to match our effort and expectations. We are on a mission to make sure our partners grow their investment services division and diversify their revenue in a compliant fashion so they can still be here in a generation. Member FINRA/SIPC.

IT Integrator. Mindsight is recognized in the industry for delivering secure IT solutions and thought leadership that addresses the bank's infrastructure and communications needs. Our engineers are expert level only – and they’re known as the most respected and valued engineering team based in Chicago, serving midmarket organizations around the globe. That’s why clients trust Mindsight as an extension of their IT team.


National Notary Association

Our company provides bank employees with the training, supplies, and surety bonds needed to become a Notary Public in all 50 states.

Oculus represents our mission - to provide your financial institution with a clearer perspective through innovative software and solid support. Oculus software allows you and your customer to focus on what matters most. We strive to provide a solution that's simple, clear, and effective.
Simply put, BNControl was created because of a need for access to data so better and more informed decisions could be made.
BNControl was created inside a live environment. The continued development of BNControl is driven by a select group of software development professionals and feedback from our clients. BNControl maximizes the efficiency of your core system, creates a competitive and productive working environment for your employees and provides better value for your customers by promoting customer loyalty.
What started as a basic Intranet and Reporting System has grown into a comprehensive set of tools that truly help a financial institution operate from Teller row to Executive Management. Over the past several years, the BNControl solution has been enriched with a Financials Module, Lending Module, Flex Forms, OFAC Scanning, 314(a) scanning, and more


Petefish, Skiles & Co. Bank

Petefish, Skiles & Co. Bank brings you resources that go beyond mortgage transactions. We have a dedicated staff that truly understands your business needs. We provide valuable products and a higher level of customer service, allowing you more time to dedicate to your customer. Petefish, Skiles & Co. Bank offers competitive pricing, fast response times, timely information, and hassel-free loan processing. We provide disclosures and closing documents. Petefish, Skiles & Co. Bank offers financial institutions easier access to the secondary market, regardless of your institutions size and experience. We do not
require loan volume or origination experience to make significant fee income.

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.


QwickRate/ IntelliCredit

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.


Remedy Consulting

Remedy Consulting helps financial institutions (FI) thrive through consulting services specializing in Technology Contract Negotiation, Technology Pricing & System Assessments, Contract Terms & Conditions Improvements, and FI Strategic Planning. As a trusted advisor to community financial institutions, the Remedy Team has executed over 700 system selection and vendor negotiations since 2016. Our clients receive a cost reduction on their core vendor contracts and increased efficiency with Remedy’s Price Repository. To learn more about Remedy Consulting, visit remedyconsult.net.


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!


Scantron Technology Solutions

Scantron Technology Solutions, Scantron Corporation’s single-source technology provider, assists financial institutions and other commercial industries with managed IT, managed print, hardware and professional services. Scantron Technology Solutions offices in Omaha, NE. Scantron Corporation is headquartered in the Twin Cities of Minnesota.

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 www.srmcorp.com for more information and follow us on LinkedIn and Twitter for timely and relevant insights.


Technology Advisors Inc

Technology Advisors is a global business and technology consulting company that provides services for CRM implementation, project management, sales automation, analytics, and other business functions. The goal of TAI is to help customers drive more revenue by successfully utilizing their software mix for automation, departmental alignment, and streamlined services.

UFS is a bank technology outfitter with a simple promise to make technology work for community banks so they can focus on banking. Owned by community banks, partnering only with banks, regulated like a bank, and heavily staffed with former bankers, UFS is accountable for providing purpose-built technology solutions that empower banks to thrive and achieve their own unique goals. Founded in 1991, UFS has been improving regulatory compliance, driving efficiency, and thwarting cybercrimes with innovative solutions such as: Managed IT Services, IT Regulatory Compliance, Cybersecurity as a Service, Regulated Cloud Hosting, Core Banking, Digital Banking and more.


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.

Print - Promote - Distribute Putting Your Best Brand Forward Mission Statement Voluforms' mission is to promote our partners' brands while delivering the highest level of service and quality at a competitive price. Service Pledge: Treat every customer in a memorable way that they will tell someone else how great the experience was.


Wintrust

In 1991, Wintrust's founders set up shop in a northern Chicago suburb with a simple goal: to provide an alternative to the big banks. Now, more than 30 years and 175 locations later, we’ve stayed true to that original mission.


Wipfli LLP

Wipfli LLP ranks among the top 20 accounting and business consulting firms in the nation. For more than 90 years, our financial institutions' practice has educated, advised, and assisted financial institutions in successfully navigating the complex and ever-changing environment they face. Let our professionals help you with regulatory compliance, profit improvement, risk management, strategic planning/board development, IT services/cybersecurity, HR consulting, and audit and tax services.

Accommodations

Accommodations

Hotel Accommodations

Embassy Suites by Hilton East Peoria 
Riverfront Hotel & Conference Center
100 Conference Center Dr.
East Peoria, IL 61611
Phone: (309) 694-0200
Rate = $145++/night
Deadline: Feb. 21, 2024
Booking Link

Fee Per Person

Member $345 | Non-Member $575 
Buy 3, Get One Free

Additional Accommodations

Holiday Inn & Suites East Peoria
101 Holiday St.
East Peoria, IL 61611
Phone: (309) 698-3333 
Rate = $145++/night
Deadline: Feb. 21, 2024
Booking Link

Shuttle Transfers to Embassy Suites Available (1 mile)

Questions?

registrar@illinois.bank 
Phone: (217) 789-9340

   
Continuing Education

HRCI / SHRM Credit:

  • HRCI - This program has been submitted to the HR Certification Institute for review.
  • SHRM - The IBA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 5 PDCs for the SHRM-CP or SHRM-SCP. Qualifying sessions include those in the Human Resources and Leadership Professional Tracks.

Continuing Professional Education

Continuing Professional Education (CPE) The IBA is recognized as a public accountant continuing professional education sponsor by the Illinois Department of Financial and Professional Regulation. Public accountants licensed in the state of Illinois will earn up to 8 credits of continuing professional education credit for attending the general and concurrent sessions.

Certified Financial Marketing Professional

American Bankers Association Professional Certifications are dedicated to promoting the highest standards of performance and ethics within the financial services industry. This program has been approved for up to 6.00 CFMP credits. This statement should not be viewed as an endorsement of this program or its sponsor. Qualifying sessions are part of the Bank Marketing track.

Illinois Bankers PAC Brews

Illinois Bankers PAC Brews

Get ready to level up your evening and score big at the Illinois Bankers PAC Brews Event! Enjoy great brews, network with industry leaders, and take your night to the next level, all while supporting a great cause. Play your cards right by reserving your spot now, and get ready for a night of fun and making connections that will power up your banking career! Don't miss this unique opportunity – level up with us! 

Thursday, March 7
6:30 - 8:30 p.m.
Donnelly‘s Irish Pub
$40 PP
Refreshments, food and transportation included 

Disclaimer: A copy of our report filed with the State Board of Elections is (or will be) available on the Board’s official website www.elections.il.gov 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.


Sponsors

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