Financial Services Forum Schedule at a Glance
The following continuing education credits are available, pending approval:
CERP, CFP, CLE, CPE, CRCM and CTFA
Sunday, November 3
5:30 PM – 6:30 PM Early Arrivals Reception
Monday, November 4
10:00 AM – 10:20 AM Directors and Trustees Networking & Coffee
10:20 AM – 12:30 PM Directors & Trustees Workshop presented by FinPro, Inc. (optional Add-on)
Critical Banking Issues
Economic Uncertainty
The Talent Management Crisis
Key Demographic Trends
12:30 PM – 1:30 PM Directors & Trustees Lunch sponsored by Flushing Bank
1:30 PM – 3:30 PM Directors & Trustees Workshop
Hot Regulatory Issues
FinTech and the Regulatory Environment
Effective Corporate Governance
Liquidity Changes
4:00 PM – 5:00 PM NYBA Board of Directors Meeting
5:30 PM – 7:00 PM Chairman’s Reception sponsored by Five Star Bank
Tuesday, November 5
7:30 AM – 8:45 AM Breakfast Workshops
- Inside the Dark Web – William J. Nowik, CISA, QSA, Principal, Wolf & Company, P.C.
- New York Legislative, Regulatory and Judicial Hot Topics – Christopher Palmer, Managing Partner, Cullen and Dykman LLP; Joseph D. Simon Esq., Partner, Cullen and Dykman LLP
- A Strategic Approach to Board Refreshment – Mika Moser, Founder and CEO, At C Level Consulting Group
- Check Fraud: A New Approach to a Persistent Problem – Corey Lynch, Senior Product Expert, Nasdaq Verafin
7:30 AM – 8:30 AM Sunrise Yoga sponsored by Ridgewood Savings Bank
8:30 AM – 9:45 AM Guest & Spouse Breakfast sponsored by Keefe Bruyette & Woods
9:00 AM – 12:00 PM General Session
- Welcome Remarks – Martin K. Birmingham, President & CEO, Five Star Bank, Chair, NYBA
- Unleashing AI Responsibly: Charting Pathways for Accountability in an Automated World – Juliette Powell, Founder and Managing Partner, Kleiner Powell International
- Innovative Alliances: The Future of Fintech and Bank Partnerships – Moderator: Ira Robbins, Chief Executive Officer of Valley National Bancorp and Valley National Bank, Chairman of the Board; Panelists: Omer Nagar, CEO, and Eyal Redler, Co-Founder & Managing Partner of Garage; Ilan Flax, COO; Insait
- A View from the C-Suite – Moderator: Mika Moser, Founder and CEO, At C Level Consulting Group; Panelists: Jeffrey M. Levy, Chief Banking Officer, Community Bank N.A.; Elizabeth Magennis, President of ConnectOne Bank; Ruth H. Mahoney, EVP, President of Wealth Management, NBT Bank
1:00 PM – 5:30 PM Golf Tournament at The Golf Club of Amelia Island at The Ritz-Carlton (optional Add-on)
1:00 PM – 3:00 PM Community Service Project for Barnabas Center sponsored by First Central Savings Bank
8:30 PM – 11:00 PM NYBA @ Night sponsored by Wolf & Company, P.C.
Wednesday, November 6
7:30 AM – 8:45 AM Breakfast Workshops
- Impact of Recent Supreme Court Cases on the Financial Services Industry – Robert C. Azarow, Partner, Arnold & Porter; James P. Bergin, Partner, Arnold & Porter; Erik Walsh, Counsel, Arnold & Porter
- How Strategic is Your Strategic Plan?– Jeremy R. Goss, CPA, Partner, Forvis Mazars LLP; Brian J. Mischel, CPA, Partner, Forvis Mazars LLP
- Perspectives on Risk in the Banking Environment – William F. Hickey, Managing Director, Piper Sandler Companies; Joseph H. Moeller, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
- Future Proof Your Pay by Capitalizing on Generational Values – Flynt Gallagher, President, Compensation Advisors, Newcleus
8:30 AM – 9:45 AM Guest & Spouse Breakfast sponsored by Keefe Bruyette & Woods
9:00 AM – 12:00 PM General Session
- President’s Report: For Each, the Strength of All-United in Our Commitment and Shaping a Bright Future for New York’s Banking Industry – Clare M. Cusack, President & CEO, NYBA
- Rates are Finally Falling. Do Recession Risks Remain? – Phil Mackintosh, Chief Economist, Nasdaq
- Dream Big! – Rudy Ruettiger, Notre Dame Football Legend