Financial Services Forum | October 28-31, 2018
Ritz-Carlton Key Biscayne
Agenda (check back for updates)
Sunday, October 28, 2018
4:00 – 6:00 pm Registration
5:30 – 6:30 pm Early Arrivals Reception
Monday, October 29, 2018
10:00 – 3:45 pm Directors and Trustees Workshop
(This workshop requires a separate fee. See registration form.)
9:30 - 10:00 am Registration and Refreshments
10:00 - 12:30 pm Directors and Trustees Workshop
Staying Relevant: Making Informed Decisions to Execute Growth Strategies
Robert E. Kafafian, President & CEO, The Kafafian Group
Regulatory Expectations for Risk Management
Eric Holmquist, Moderator; Managing Principal, Enterprise Risk Management, Capco
Kristin Kiefer, Deputy Comptroller Northeastern District, Office of the Comptroller of the Currency
John F. Vogel, Regional Director, Federal Deposit Insurance Corporation
12:30 - 1:30 pm Lunch and Board Committee Discussions
1:30 - 3:45 pm Directors and Trustees Workshop
Growing and Retaining Core Deposits in a Competitive Environment
Sean Payant, Senior Executive Vice President & Chief Consulting Officer, Haberfeld Associates
Cyber and Fraud Risk Governance: The Board's Role
Ronald E. Plesco, Principal, Cyber Services, KPMG LLP
4:00 – 5:30 pm NYBA Board of Directors Meeting
4:00 – 6:30 pm General Registration
5:30 – 7:00 pm Chairman’s Reception
Tuesday, October 30, 2018
7:00 am General Registration
7:20 – 8:40 am Concurrent Breakfast Workshop Sessions
Recent Developments in Executive Compensation
Jeffrey M. Cardone, Esq., Luse Gorman PC
Eric Luse, Esq., Luse Gorman PC
Kristine Oliver, Managing Director, Pearl Meyer
S.2155: Regulatory Changes and Strategic Considerations for New York Banks
Robert C. Azarow, Esq., Arnold & Porter Kaye Scholer LLP
Aaron M. Kaslow, Esq., Kilpatrick Townsend & Stockton LLP
William E. Stern, Esq., Goodwin Procter LLP
Harnessing Data to Drive Performance
Bryan Lee, Global Head, Financial Services, Salesforce
Alex Pelaez, Chief Executive Officer, 5 Element Analytics
8:50 – 11:40 am General Session
Welcome
Kevin M. O'Connor, Chairman, New York Bankers Association; President & CEO, BNB Bank
FinTechs, Technology Innovation and the Future of Financial Services
Lee Wetherington, Moderator; Director of Strategic Insight, Jack Henry & Associates
Nancy Giordano, Strategic Futurist, Play Big, Inc.
Keith A. Noreika, Partner, Simpson Thacher & Bartlett LLP; Former Acting Comptroller of the Currency
Kevin Burke, Senior Vice President, Mirador Financial
8:30 – 10:00 pm Dessert Reception
Wednesday, October 31, 2018
7:00 am Registration
7:20 – 8:40 am Concurrent Breakfast Workshop Sessions
Mergers and Acquisition Landscape and Outlook
Robert P. Hutchinson, Head of Financial Institutions Group, Piper Jaffray Co.
Arthur L. Loomis, President, Loomis & Co.
Joseph Moeller, Managing Director, Keefe, Bruyette & Woods, Inc.
Deposit and Funding Stability in a Rising Rate Environment
Al Farlow, Senior Vice President & Manager, ALM Advisors Group, FTN Financial
Steve Kinner, Senior Managing Director, Promontory Interfinancial Network
Strategies for Attracting and Retaining Talent: Succession Planning, Diversity and Inclusion
Alan J. Kaplan, Moderator; Founder & CEO, Kaplan Partners
Felipe Basulto, Market President, South Florida, Retail Banking, TD Bank NA
Michael J. Gilfeather, President & CEO, Orange Bank & Trust Company
Tami M. Gunsch, Executive Vice President, Director of Relationship Banking, Berkshire Bank
8:50 am – 12:00 noon General Session
Economic Insights 2018-19
Dr. Alan S. Blinder, Gordon S. Rentschler Memorial Professor of Economics, Princeton University; Vice Chairman, Promontory Interfinancial Network
Former Vice Chairman, Board of Governors of the Federal Reserve System
Chris Low, Chief Economist, FTN Financial
Political Environment and the Mid-Term Elections
Susan Del Percio, Founder, Susan Del Percio Strategies; Political Analyst, MSNBC
Michael Steele, Political Analyst, MSNBC; Former Chair of the Republican National Committee
12:00 noon Adjournment