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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
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


Elisa R. Legg

Kerry Carney