Events

Bank Directors’ Acquire or Be Acquired Conference is the premier growth and strategy conference for bank CEOs, senior executives and board members, providing senior leadership teams with numerous opportunities to meet and network with peers who are interested in exploring growth opportunities, strategic initiatives, and business partnerships.

Each of Bank Director’s Chief Executive Exchanges is designed to bring together a small group of bank CEOs from across the country to discuss strategic matters most pressing to banks today in a closed-door, off-the-record setting.

The Bank C-Suite Summit is an exclusive conference designed for senior bank executives seeking comprehensive insights into bank operations and new growth strategies. During the event, attendees gain valuable knowledge and strategic tools to navigate the dynamic landscape of the banking industry.

The Corporate Governance Workshop is a must-attend for those new to serving on a bank’s board or those seeking directorship at a financial institution. Throughout the workshop, attendees are provided with a thorough grounding in corporate governance and important industry issues that greatly enhance the performance of individual directors.

The Bank Board Forum provides bank directors and senior executives with the education and training needed to address the issues and challenges facing them in today’s highly regulated and rapidly evolving banking and financial services industry.

In a new era of declining rates, most bankers are rethinking their strategies for funding and liquidity management. However, every strategy isn’t for every bank. Learn about the smart strategies banks are deploying now, and which ones might be the best for your banks’ balance sheet and growth goals. This webinar is brought to you by IntraFi.

Data housed by financial institutions is often messy and vast, making it challenging for bank executives to harness and leverage. David Benskin, founder of Wealth Access, shares the blueprint to unify and unlock the power of data, specifically wealth data, to grow client relationships, increase engagement, and drive adoption, making wealth management a critical part of customer experience strategies. The webinar is brought to you by Wealth Access.

Will deal volume pick up next year? Hear from two senior bank executives experienced in making deals and learn more about what to expect for 2025, based on Bank Director’s 2025 Bank M&A Survey.

Join Carl Streck, CEO of MountainSeed—ranked the number one sale-leaseback acquirer of bank branches by S&P Global—for an insightful webinar on sale-leaseback transactions. Featuring leading bankers, this session covers best practices, case studies, and strategies for leveraging these deals to unlock liquidity, optimize capital, and retain operational control. This webinar is brought to you by MountainSeed.

Join Marble Cliff Capital’s Jack Kukura and Brian Graney to learn about using the Low Income Housing Tax Program to meet the Community Reinvestment Act’s (CRA) Lending Test and Investment Test. Find out how community and regional banks are using this program strategically to drive new business, reduce their federal and or state tax liabilities all while helping the communities where they are currently doing business. This webinar is brought to you by Marble Cliff Capital.

Join Bank Director and Jack Henry as they dig into the results of the 2024 Technology Survey, including how banks are adopting technology, leveraging data and budgeting for 2025.

Bank leaders and boards need the right data at the right moment to make timely decisions — while also leveraging automated systems to warn them when something goes wrong. Join veteran bankers Barry Adcock and Mark Swanson as they discuss how they’ve used data to improve profitability while effectively managing risk. This webinar is brought to you by Deluxe.

Q2’s Jody McCrary and First Financial Bank’s Andrea Smiddy-Schlagel walk through the benefits and examples of how financial institutions can strengthen relationships with their small to mid-sized business customers by offering embedded fintech solutions through the digital banking platform. Hear a first-hand account of how First Financial Bank has successfully used this approach to drive growth and profitability to this underserved market. This webinar is brought to you by Q2.

Join Bank Director’s editorial team for a governance-focused discussion based on its recently-released 2024 Compensation & Talent Survey and the 2024 Governance Best Practices Survey, available in July. Find out how community bank boards are grappling with compensation and governance issues, including succession planning, risk oversight and board composition.

The last year has been tumultuous for investors and issuers of community and regional bank debt and preferred markets, as the sector has been buffeted by storylines from deposit flight to credit deterioration of certain asset classes. It’s time for buyers and sellers of bank debt to start talking. Our expert panel will examine the impact these headlines have had on investor sentiment, and how that has evolved over the past year. We’ll also explore the current state of play in the bank debt and preferred markets. This webinar is brought to you by: KBRA.

The banking habits and preferences of Americans continue to evolve. In this webinar, we explore generational differences, with a focus on how community and regional institutions can gain a greater slice of Gen Z and millennial populations that currently bank with large, national brands. You’ll gain insights based on original 2024 research from Apiture and The Harris Poll. This webinar is brought to you by: Apiture.

The agricultural industry faces unique challenges that can impact your lending decisions. This webinar equips you with the knowledge and strategies to effectively assess and mitigate risk in your ag loan portfolio. This webinar is brought to you by: Agri-Access.

Customer expectations demand that their institution supports them whenever and wherever they need it. This is challenging enough in normal times, but how do you still provide an optimal customer experience where there is pressure? This webinar explores how BMO has removed the friction of customer communication to create a vastly improved digital experience. But this experience was put to the test when BMO acquired Bank of the West last year and those customers had to undergo a digital banking conversion. This webinar is brought to you by: Agent IQ.

How do you find the right technology to quickly grow volume deposits without “breaking the bank?” Sean Kouplen, President & CEO of Regent Bank, shares with Kathleen Craig, CEO of Plinqit, why they opted for a high yield savings account (HYSA), the level of risk, who owns the customer, how it’s different from banking as a service (Baas) and more. This webinar is brought to you by: Plinqit.

Drawing from Bank Director’s 2024 Risk Survey, members of the Bank Director and FinXTech editorial team focus on the key risks identified by community bankers, from the regulatory environment to vendor risk management and liquidity concerns.

Key indicators suggest that 2024 could be a big year for M&A activity in banking. On March 26, 2024 at 2:00 PM ET, please join Ardmore Banking Advisors for a live panel discussion with bank leaders on various aspects of current M&A activity in the industry, including: regulatory impact, credit quality, drivers of M&A, organic growth challenges, strategic considerations, and the importance of rigorous credit assessment in M&A deals. This webinar is brought to you by: Ardmore Banking Advisors

“Artificial Intelligence: A Real World Approach” — the latest in-depth research report from Bank Director and FinXTech — reveals a number of use cases for artificial intelligence, from customer-facing and employee-assisting chatbots to tools that help financial institutions detect and prevent fraud. However, data constraints, regulatory concerns and a lack of internal focus can all prove barriers to integrating AI in the right way. In this webinar, learn more about how to leverage potential opportunities and approach risks associated with AI. This webinar is brought to you by: Microsoft.

Bank Director’s editorial team shares what they’re hearing from banks and industry leaders about the environment for bank deals, the economy and other topics explored in the 2024 Bank M&A Survey.

Whether you’re exploring new markets, evaluating M&A, or challenged to differentiate, your brand identity could be a risk that impedes expansion – or an asset that propels growth. Ensure your future is well strategized from a branding perspective. Explore 4 banks’ journeys to understand how to reconcile brand challenges, protect the bottom line & gain market share.

Financial criminals don’t work in isolation, and neither should your defenses. Join us to uncover the blurred lines between fraud and Anti-Money Laundering activities. Discover how a holistic approach can help you track and prevent illicit financial activities effectively. Our experts will discuss real-world examples and the benefits of a unified strategy.