10:00 AM - 10:50 AM: Breakout Education Sessions
Retail: Deposit Strategies
Steve Spino, Senior Vice President, Deposit Funding Specialist, R&T Deposit Solutions
Investment Management: Navigating the Noise: Managing Portfolios through Inflation, Interest Rate, Global Conflict and Election Cycles
Geoffrey E. Blyth, Senior Vice President, Chief Investment Officer; Mike Lawhead Vice President, Senior Portfolio Manager; Allen Margolius, Vice President, Senior Portfolio Manager; John Shea, Senior Portfolio Manager, Tompkins Community Bank
Compliance: Recent Developments under the Community Reinvestment Act
New Community Reinvestment Act rules are on hold for the foreseeable future. Learn how to enhance your CRA practices under the existing rules and how to prepare for possible changes.
Erik Walsh, Counsel, Arnold & Porter
11:00 AM - 11:50 AM: Breakout Education Sessions
Compliance: Preparing for DFS Exams: Best Practices and Emerging Trends
Learn which best practices you can implement to prepare for and streamline your bank’s next NYS Department of Financial Services examination process.
Brian H. Montgomery, Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP
Small Business & Wealth Management: Making a Difference to Business Owners by Providing Transition Planning Advice
Selling a small business is a difficult decision for any business owner. Hear why it’s important for bankers to be proactive with their clients and how to position yourself as a trusted resource.
Sam Messina, Director of Business Development, Paramax Corporation
Risk Management: Model Risk Management in an Evolving World
As technology continues to change the way we rely on and interpret data, developing a strong model risk management program becomes paramount to ensuring strategic decisions are made using reliable, accurate information.
Rita Griffith, CISA, CFE, IT Assurance Senior Manager Wolf & Company
1:00 PM - 1:50 PM: General Breakout Sessions
What’s Going on in Albany & Washington: An Update
NYBA’s government relations team will review the important changes coming from Albany and Washington this year for every area of banking.
Niall O’Hegarty, General Counsel, New York Bankers Association; Jill T. Sandhaas, Partner, Shenker, Russo & Clark LLP; Brent G. Weitzberg, Esq., Vice President, Government Relations, New York Bankers Association
Building Customer Relationships for the Long-Term Wealth Journey
This panel of bankers will discuss strategies to attract new customers, provide tips on creating and fostering meaningful client relationships and how to become the trusted adviser who partners with customers from account opening to wealth management.
Amber Cavallaro, Vice President, Retail Banking Manager, Solvay Bank; Tracey Kearns, Vice President, First National Bank of Scotia; Garry L. Michel, CFP, Vice President, Financial Advisor, Walden Savings Bank; and Jesse A. Tomczak, Executive Vice President, Chief Banking Officer, Pioneer
Economic Insights & Trends
All eyes are on the Fed as they determine how to approach interest rates and inflation for the remainder of 2024. This session will give an economic overview of these uncertain times.
Kenneth J. Entenmann, CFA, Senior Vice President, Chief Investment Officer and Chief Economist, NBT Bank
3:00 PM - 3:50 PM: Breakout Education Sessions
Small Business: Small Business Administration: Changes, Efficiency Updates and Moving Forward
Take a deep dive into current SBA lending trends, SBA loan program enhancements and recent loan program changes, including the SBA’s new Working Capital Pilot Program and Investing in America initiative.
Grace H. Conners, Deputy District Director Small Business Administration
Wealth Management: Trends in Service Delivery Impacting and Informing Planning for Seniors, Individuals with Special Needs and Special Needs Trust Administration
Highlighting recent legal changes and trends in trust administration for seniors and individuals with disabilities.
Tara Anne Pleat, Esq., Partner, Wilcenski & Pleat PLLC; Jacqueline Weimmer, First Vice President, Senior Trust Officer & SNT Department Manager, Orange Bank & Trust Company
Compliance & Risk Management: Creating a Strong Risk & Compliance Culture
Tin practical insights and tools to assess your current culture, understand the distinct yet interconnected roles of risk and compliance, and recognize the tangible benefits of getting it right.
Stephanie Lyon, Vice President, Regulatory Compliance, Ncontracts
10:00 AM - 10:50 AM: Breakout Education Sessions
Retail: Where Do Customers Get Financial Advice?
Understanding where customers turn for financial advice is crucial for banks hoping to attract and retain clients. We will examine the shifting landscape of financial advice, social media and the impact of technological advancements.
Jim Perry, Senior Strategist, Market Insights
Compliance: Update: DFS Cybersecurity Regulation Rules
Preparing your bank for 23 NYCRR 500 vs. the Second Amendment, particularly around the changes and their implementation timelines for companies of all sizes; whether Limited Exempt, Class A, or standard Covered Entities.
Jeff Miller, Northeast Channel Manager, Adlumin
11:00 AM - 11:50 AM: Breakout Education Sessions
Wealth Management: Trust Legislative and Regulatory Update: Multiple Person Accounts, Secure Act 2.0 and the Estate Tax
Review the new proposed legislation regarding multiple person accounts that was recently passed by the New York State Senate and Assembly, an update on Secure Act 2.0 and estate plan strategies before the Federal estate tax exemption is decreased.
Raymond C. Radigan, Senior Managing Director, Wealth Advisor, Peapack-Gladstone Bank
Risk Management: Electronic Payments Risk Management and Cybersecurity
In an era where payment systems and technologies are rapidly advancing, the need for robust risk management and cybersecurity measures has never been more critical. This session offers invaluable insights into navigating the evolving threats and vulnerabilities inherent in payments.
Elyssa Morgan, AAP, APRP, Vice President, Membership, NEACH; Joe Nompleggi, Records Administrator & IT Support, NEACH