PROGRAM TO DATE
Updated October 27, 2009

Wednesday, November 11, 2009
Directors/Trustees Workshop*

At a time of heightened focus on bank performance, risk management and corporate governance, this day-long session will explore best practices in effective board oversight.  Through presentations and peer discussion, directors and trustees will have the chance to examine more closely their responsibilities in today’s ever changing environment.  Topics will include the increased expectations for audit, corporate governance and compensation committees, and deeper insights into balance sheet management during volatile market conditions.  *There is an additional registration fee of $295 for this workshop.

The New York Bankers Association is a sponsor of Continuing Professional Education for the New York State Board of Public Accountancy.  Recommended CPE credit: 6 hours

“Best Practices in Effective Board Oversight”  
9:30 – 10:00 am:  Registration and Coffee 

10:00 – 12:00 noon:  Board Roles and Responsibilities in Today’s Environment
Keith T. Darcy, Chief Executive Officer, Ethics and Compliance Officer Association
Geri Forehand, Director of Strategic Services, Brintech, Inc. 

12:00 – 12:50 pm:  Luncheon 

12:50 – 2:00 pm:  Best Practices in Effective Board Performance: A Panel Discussion
Moderated by Geri Forehand
Louis C. Grassi, Director, Flushing Savings Bank
Dr. Donald T. McNelis, Director, Provident Bank
Lowell A. Seifter, Director, Alliance Bank, N.A.
Omer S. J. Williams, Director, Dime Savings Bank of Williamsburgh 

2:15 – 3:45 pm:  Effective Balance Sheet Risk Management Strategies for Challenging Times
Matthew D. Pieniazek, President, Darling Consulting  

3:50 – 4:30 pm:  Bank Challenges and Opportunities in the Coming Year
John G. Duffy, Chairman & CEO, Keefe Bruyette & Woods, Inc.

6:00 - 7:30 pm:  Chairman's Reception

Thursday, November 12, 2009
7:00 am - 12:00 noon: Registration

7:15 – 8:45 am:  Concurrent Breakfast Workshops
2010 Executive Compensation Planning: Regulatory Mandates and Emerging Best Practices - Douglas P. Faucette, Esq., Locke Lord Bissell & Liddell; Susan C. O'Donnell, Managing Director, Pearl Meyer & Partners

Managing Risk in the Bank's Commercial Real Estate Portfolio - Gary Berner, Moderator; Executive Vice President, Commercial Real Estate, First Niagara Bank; Thomas S. Angstadt, Assistant Director, Northeast Region, Office of Thrift Supervision; Mark Blair, Credit Lead Expert, Northeastern District, Office of the Comptroller of the Currency; John Vogel, Assistant Regional Director, FDIC

Mark-to-Market, FASB and Other Accounting Issues - Thomas W. Schneider, Moderator; President & CEO, PathFinder Bank; Christopher G. Cahill, Partner, Deloitte & Touche LLP; Thomas W. Canforotta, Partner, KPMG

9:00 - 12:15 pm: General Session
Presiding:  Thomas L. Hoy, Chairman, New York Bankers Association; Chairman, President & CEO, Arrow Financial Corporation

Politics, Policy, and the Economy with Ron Insana, Senior Analyst, CNBC

Economic Outlook for 2010: A Panel Discussion with Robert T. McGee, Managing Director, Director of Macro Strategy & Research, U.S. Trust Bank of America Private Wealth Management; Maria Fiorini Ramirez, President & CEO, Maria Fiorini Ramirez, Inc.; Torsten Slok, Global Economist, Deutsche Bank Securities, Inc. Moderated by Ron Insana

Banking Challenges and Opportunities - 2010:  A Panel Discussion with Mark J. Czarnecki, President, M&T Bank; Joseph R. Ficalora, Chairman, President & CEO, New York Community Bancorp, Inc; John A. Kanas, Chairman & CEO, BankUnited; Mark E. Tryniski, President & CEO, Community Bank, N.A.

12:15 - 2:15 pm:  Luncheon
Remarks:  Arthur C. Johnson, Chairman-Elect, American Bankers Association; Chairman & CEO, United Bank of Michigan

Political Insights with Joe Scarborough, Host of MSNBC's "Morning Joe" and former Member of Congress

2:30 - 4:00 pm:  Concurrent Workshops
Capital Strategies in Today's Market - Catherine A. Lawton, Principal, Sandler O'Neill & Partners LLP; Douglas J. McClintock, Esq., Sonnenschein Nath & Rosenthal LLP; Ben A. Plotkin, Executive Vice President, Stifel & Nicolaus

Developing a Technology Strategy to Fit Tomorrow's Needs - Robert E. Kafafian, moderator; President, The Kafafian Group; Dave Koto, Consulting Director, Sheshunoff Consuslting + Solutions; Gene De Libero, Digital Mindshare, Inc; Janey A. Place, Ph.D., CEO, DigitalThinking; Senior Consultant, The Santa Fe Group;

Friday, November 13, 2009
7:00 - 10:00 am:  Registration

7:15 - 8:45 am:  Concurrent Breakfast Workshops
Trends in Workplace and Executive Retirement Programs - Randall Broscious, Employee Benefits Consultant, Milliman, Inc.; Matthew B. Henebry, Managing Director, Clark Consulting; John B. Wukitsch, Principal, Milliman, Inc.

Managing Liquidity Needs in a Volatile Market - Raymond E. Chandonnet, Principal, Sandler O'Neill & Partners LLP; Suzanne L. Clair, Senior Capital Markets Specialist, FDIC; Adam Goldstein, Senior Vice President, Federal Home Loan Bank of New York; Karl Nelson, CEO, KPN Consulting

Sustaining Growth and Profitability in the Retail Sector - James M. McCormick, President, First Manhattan Consulting Group

9:00 - 12:30 pm:  General Session
Regulatory Reform: A Panel Discussion with Charles Calomiris, Henry Kaufman Professor of Financial Institutions, Columbia University Graduate School of Business; H. Rodgin Cohen, Chairman, Sullivan & Cromwell LLP; Peter J. Wallison, Arthur F. Burns Fellow in Financial Policy Studies, American Enterprise Institute. 

Love Leadership - A New Way to Lead in a Fear-Based World: John Hope Bryant, Founder, Chairman & CEO, Operation HOPE

One Voice for One Industry with Michael P. Smith, President & CEO, New York Bankers Association

Off the Record with Jamie Dimon, Chairman & CEO, JPMorgan Chase & Co.

Check back often for program updates!  Other speakers to be listed as confirmed.

Can’t find what you’re looking for?

Elisa R. Legg    Senior Vice President, Professional Development    (212) 297-1679    elegg@nyba.com

Mary K. Robb Senior Vice President, Meetings (212) 297-1662 mrobb@nyba.com