July 7

1:00 PM - 2:00 PM    Registration - Fireside Foyer

2:00 PM - 2:15 PM     Welcome & Introductions - Fireside Room

2:15 PM - 3:15 PM      Managing ALM in Uncertain Rate Environment: Strategies for 2025 and Beyond (Dave Koch, ABRIGO) - Fireside Room
Explore strategies to manage interest rate risk amid economic and policy uncertainty. Learn to price loans and deposits effectively, use stress tests, and improve earnings stability and ALM practices.

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3:15 PM - 3:30 PM    Break

3:30 PM - 4:30 PM    The Technology Tsunami: Preparing Financial Institutions for What’s Next (Larry Pruss, SRM) - Fireside Room
The financial industry is evolving fast. Discover how AI, quantum computing, real-time payments, blockchain, open banking, and embedded finance are reshaping the landscape. Learn how to stay ahead, seize new opportunities, and build a future-ready tech roadmap. Don’t miss this chance to gain expert insights and strategies for success.

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4:30 PM - 6:30 PM    Reception - Ocean Front Terrace

July 8

8:00 AM - 9:00 AM    Breakfast - Fireside Room

9:00 AM - 10:00 AM    Navigating an Uncertain Economic Environment (Craig Dismuke, STIFEL) - Fireside Room
Facing the Current Economic Challenges (slow growth, etc.)
Navigating Volatility in Uncertain Times (tariffs, inflation, etc.)
Emerging Regulatory Changes

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10:00 AM - 10:30 AM    Break

10:30 AM - 11:30 AM    Strategic Leadership: Growth & Liquidity (Max Damm, INTRAFI) - Fireside Room
Liquidity Management
Wholesale Funding
Growing Profitability with Deposits

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11:30 AM - 12:30 PM    Lunch - Bocce Court

12:30 PM - 1:00 PM    Compensation and Incentive Plan Best Practices (Jeffrey Peterson & Phillip Pickett, EBS) - Fireside Room

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1:00 PM - 2:00 PM    Community Banking – Our Look to the Future – (Jeff Rigsby, STIFEL) - Fireside Room
The Community Bank Ecosystem: A new perspective of community bank economic impact
Current & Future Performance Levels: New and evolving banking models
Capital Strength & Sustainability: Planning, Adequacy, & Stress Testing Improving Efficiency

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Attendee List