Financial
Services Forum
PROGRAM
Updated
October 20, 2011
Additional
speakers to be listed as confirmed.
Wednesday, November
9, 2011
Directors/Trustees Workshop: Shaping Strategic
Plans in a New Environment - The Board's Role
There
is an additional registration fee for the November 9 workshop.
9:30 – 10:00 am: Registration and Coffee
10:00 – 12:15 pm: Directors/Trustees
Program
Balance Sheet
Management in a Post-Crisis Environment
James J. Clarke, Ph.D., Clarke Consulting
The Board's Role
in Strategic Planning Post-Dodd-Frank
Mark W. Olson, Co-Chair, Treliant Risk Advisors
12:15 – 1:15 pm:
Luncheon
1:15
- 4:30 pm: Directors/Trustees Program
Planning for Your Bank's Future Value
Geri Forehand, National Director of Strategic Services,
Sheshunoff Consulting + Solutions
Preparing
for a New Environment for Compliance & Enforcement
Moderator: Scott Polakoff, Executive Managing Director,
FinPro, Inc.
Derrick W. Cephas, Esq., Weil Gotshal & Manges LLP
V. Gerard Comizio, Esq., Paul Hastings Janofsky &
Walker LLP
Thomas P. Vartanian, Esq., Dechert LLP
5:30 - 7:00 pm:
Chairman's Reception
Thursday, November
10, 2011
7:00 am -
12:00 noon: Registration
7:15 – 8:45 am:
Concurrent Breakfast Workshops
-
Resources
for Small Business: Public and Private -
Patrick J. MacKrell, Moderator; President & CEO, New
York Business Development Corporation; Steven Cohen, Deputy Commissioner, Empire State Development
Corporation; Colleen Galvin, Assistant Commissioner, New
York City Department of Small Business Services; Jeffrey M. Levy, Executive Vice President
& President of Commercial Banking, NBT Bank
-
Executive
Compensation Post Dodd-Frank: Maneuvering through New Regulations
and Governance Requirements - Jack H.
Webb, Moderator; President &
CEO, Alliance Bank, N.A.; Jeremy
L. Goldstein, Esq., Wachtell, Lipton, Rosen & Katz; Susan
O'Donnell, Managing Director, Pearl Meyer & Partners
-
Risk
Management: Moving from a Silo to Enterprise-Wide Approach -
Donald J. Musso, President & CEO, FinPro Inc.; Frank
Sorrentino III, Chairman & CEO, North Jersey Community
Bank
9:00 - 12:15 pm:
General Session
Presiding: John R. Buran Chairman, New York Bankers
Association; President & CEO, Flushing Financial
Economic Issues
and Outlook for 2012
Moderator: Ron Insana, Senior Analyst and Commentator,
CNBC
Dr. Alan S. Blinder, Professor of Economics, Princeton
University; former Vice Chairman, Federal Reserve Board of Governors
Lawrence B. Lindsey, President & CEO, The Lindsey
Group; former Director, National Economic Council
The
Future of Housing
Finance
Moderator: Thomas P. Vartanian, Esq., Dechert LLP
Alfred A. DelliBovi, President, Federal Home Loan Bank of New York
James B. Lockhart, Vice Chairman, W.L. Ross & Co.; former
Chairman, Oversight Board of the Federal Housing Finance Agency
Dr. Joseph R. Mason, Professor of Banking, Louisiana State
University; Senior Fellow, The Wharton School
Financial
Services Oversight in New York
The Hon. Benjamin M. Lawsky, Superintendent, New York Department
of Financial Services
12:15 - 2:15 pm:
Luncheon
Invited: The Honorable Andrew M. Cuomo,
Governor, State of New York
Ron Suskind, Pulitzer Prize-winning journalist, Author
of "Confidence Men: Wall Street, Washington, and the Education of
a President"
2:30 - 4:00 pm:
Concurrent Workshops
-
The
Transformation of Retail Banking - Mary Beth Sullivan,
Moderator; Managing Partner, Capital Performance Group; Gregory
B. Braca, New York Metro President, TD Bank; Hugh J. Donlon, President, Northeast Region, KeyBank,
N.A.; Donald E. Gibson, President & CEO, The Bank of
Greene County; David J. Nasca, President & CEO, Evans
Bank, N.A.
-
Online
Fraud
and Cyber Crime: Understanding the Risks and Guidance -
Glenn B. Sutherland, Moderator; President & CEO, Catskill
Hudson Bank; Paul Carrubba, Esq., Adams and Reese LLP
-
Troubled
Debt Restructurings, FASB Rules and Related Guidance -
Thomas W. Schneider, Moderator; President & CEO, Pathfinder
Bank; Bill Brewer, Partner, Crowe Horwarth LLP; Thomas W. Canfarotta, Partner, KPMG LLP; John J. Doherty,
Principal, Wolf & Company, P.C.
Friday, November 11, 2011
7:00 -
10:00 am: Registration
7:15 - 8:45 am:
Concurrent Breakfast Workshops
-
What's
Ahead for M&A? - Catherine
A. Lawton, Principal,
Sandler O'Neill + Partners, L.P.;
Arthur L. Loomis, II, President, Northeast Capital &
Advisory, Inc.; Eric
Luse, Esq.,
Luse Gorman Pomerenk & Schick, P.C.
-
Game
Changers: New Technologies that are Raising the Bar for Banks
- Jack Vonder Heide, President,
Technology Briefing Centers, Inc.
-
Stress
Testing of Loans and Capital -
Robert C. Azarow,
Esq., Arnold & Porter LLP; Sabeth Saddique, Director,
Risk & Regulatory Practice, Deloitte & Touche LLP; Edward
P. Schreiber, Managing Director, Financial Industry Regulatory
Advisory Services, Alvarez & Marsal
9:00 -
12:30 pm: General Session
A Veterans Day Salute: USO Liberty Bells
Reflections on Financial Reform and the Future of the Financial
Services Industry
H. Rodgin Cohen, Esq., Senior Chairman, Sullivan & Cromwell LLP
A
New Era of Bank Supervision
Sarah J. Dahlgren, Executive Vice President & Head of the
Financial Institutions Supervision Group, Federal Reserve Bank of New
York
What in the World is Going On?
Michael P. Smith, President & CEO,
New York
Bankers Association
Frank Newport, Editor in Chief, Gallup
Closing Keynote: Lessons on Leadership
James Bradley,
Author, Flags
of Our Fathers
Additional speakers
to be listed as confirmed.
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