July 7

1:00 PM - 2:00 PM    Registration
2:00 PM - 2:15 PM     Welcome & Introductions
2:15 PM - 3:15 PM      Strategic Leadership: Growth & Liquidity (Max Damm, INTRAFI)
Liquidity Management
Wholesale Funding
Growing Profitability with Deposits

Click for presentation
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)
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.
4:30 PM - 6:30 PM    Reception
July 8
8:00 AM - 9:00 AM    Breakfast
9:00 AM - 10:00 AM    Navigating an Uncertain Economic Environment (Craig Dismuke, STIFEL)
Facing the Current Economic Challenges (slow growth, etc.)
Navigating Volatility in Uncertain Times (tariffs, inflation, etc.)
Emerging Regulatory Changes
10:00 AM - 10:30 AM    Break
10:30 AM - 11:30 AM    Managing ALM in Uncertain Rate Environment: Strategies for 2025 and Beyond (Dave Koch, ABRIGO)
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.
11:30 AM - 12:30 PM    Lunch
12:30 PM - 1:00 PM    Compensation and Incentive Plan Best Practices (Jeffrey Peterson & Phillip Pickett, EBS)
1:00 PM - 2:00 PM    Community Banking – Our Look to the Future – (Jeff Rigsby, STIFEL)
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

Attendee List