Bank Holding Company Association



2018 BHCA Spring Seminar - Executing for Excellence


Day 1: Monday, May 7

2:30 p.m.      Check-in/Registration

3 p.m.       Tax Update: What Reform Means for Your Bottom Line By Jerry Kissell, RSM

The Tax Reform Act signed in December is set to make a meaningful impact on your profitability. Kissell will provide an overview of the new law, focusing on the provisions you need to know about to make the best decisions for maximizing your organization's profit potential. 

3:45 p.m.




5:15 p.m.

6:45 p.m.

7:30 p.m.


High-Performance Banker Panel - This panel will offer a glimpse into their organizations, specifically the components that are boosting performance. 

  • Brian L. Johnson, Choice Financial Group, Fargo, N.D.
  • Kevin Forristall, TS Banking Group, Treynor, Iowa
  • Steven Daggett, Midwest Bank, Detroit Lakes, Minn.
  • Moderated by Tom Bengtson, BHCA Managing Director

Reception - Sponsored by United Banker's Bank

Dinner

A Championship Approach to Execution By Cheryl Reeve, Coach and General Manager of the WNBA Minnesota Lynx

Completing her eighth season as the Lynx head coach in 2017, she led the team to a 27-7 record and its fourth WNBA championship. Since taking over as Lynx head coach, Reeve owns a career 195-77 record, the most coaching wins in franchise history. Reeve will share her insight into what it takes to be a champion, how to execute consistently and flawlessly. Talking about the challenges she and her team face on the court, she will offer thoughts on problem solving that you will be able to take back to the office. 

Day 2: Tuesday, May 8

7:15 a.m.

7:30 a.m.

8:30 a.m.





9:30 a.m.




Check-in desk opens

Breakfast Buffet

Five Characteristics of High Performing Banks by David Kemp, Bankers Management Inc.

Why do some banks execute well while others never seem to execute at all? Based on decades of banking industry experience, Kemp will identify the characteristics that truly exceptional banks share. His common-sense, hands-on approach to bank management makes his presentations useful, informative and instructive. Drawing on case studies involving credit decisions, workouts and retail banking, Kemp will share insights gleaned from more than 30 years of experience as a bank executive and consultant. 

Maximizing Opportunities While Avoiding Potholes by Scott Hildenbrand of Sandler O'Neill

2017 marked a big year for change – the Fed raised rates, a new President took office, the stock market continually reached new highs. Many expected policy changes sent community bank stocks soaring, with accompanying expectations on management teams. Instead, the developments of 2017 left community banks with a mixed bag. The start of regulatory relief and evolving tax landscape are more conducive to success than what we've seen in years. Meanwhile the flat yield curve is making it very difficult for reality to meet market enthusiasm. As Chief Balance Sheet Strategist, Scott Hildenbrand shares his thoughts and insights regarding how banks can best position themselves in the current environment.


11 a.m.

11:40 p.m.

Round 1 of Breakout Sessions

Round 2 of Breakout Sessions

BREAKOUT SESSIONS

Session A: Have You Lost Your Site? Smart Site Selection for Today's Bank By Sean Raboin, HTG Architects

This presentation will show why selecting the correct site for your financial institution is so vital for the success of the branch and your organization. The days of basing your branching strategies off of hunches and whims are over. Today’s site analysis studies include robust data and statistical models to provide the necessary deliverables for you to make an informed decision. This session will introduce a site analysis and branching strategy blueprint for your success.

Session B: The Interest Rate Tide is Turning: Is Your Investment Portfolio Prepared? By Josh Kiefer, Country Club Bank Capital Markets Group

We have spent the last 37 years managing our bank balance sheets in a BULL market (lower rates).  Are we on the front end of a 30+ year BEAR market (higher rates)?  If so, we are going to have to rethink some of our philosophy’s as it relates to our bond portfolio, with our top priorities being CASH FLOW and limiting price depreciation.  Don’t get lost in the “story bond” structures, stick to the WYSIWYG structures and avoid the disappointment of outcomes “bond analytics” don’t always illustrate.

Session C: How to Create a Culture of Entrepreneurship at Your Bank By Jay Tuli and Jessica Santana, Leader Bank

Banking is increasingly becoming an entrepreneurial enterprise. Jay Tuli and Jessica Santana team up to share insights for cultivating an entrepreneurial spirit at your bank, including: how to find/hire the right people, how to redefine your team, distinguishing between a “visionary” and an “implementer,” how to deal with failure, how to evaluate opportunities, and how to answer the “why?” question.

Session D: A Fresh Look at the C Corp vs. S Corp Incorporation Question By Adam Maier and Bob Monroe, of Stinson Leonard Street

Which option is best for your organization? How about the holding company structure itself? Is it outdated? People in some organizations have recently made that assertion. When it comes to incorporation issues and legal structure, the answers aren’t always obvious but Monroe and Maier will go through the details and help you see clearly to the right answers for your situation.

12:15 p.m.

1 p.m.


Lunch

Political and Economic Trends Affecting Community Banks by Michael Gregory, BMO Capital Markets 

Gregory will survey the economic and political landscape, emphasizing information relevant to community bankers across the Upper Midwest. His analysis will help bankers with their asset/liability planning through the end of the year and into 2019.

Dinner and Show

Complete your Seminar experience with dinner at The Chanhassen Dinner Theatre and the production of “Newsies”.

4:45 p.m.

5 p.m.

6 pm.

8 p.m.

10:30 p.m.

Meet in lobby of Hyatt Regency Bloomington-Minneapolis

Coach transportation to Chanhassen Dinner Theatre

Dinner

Newsies

Coach transportation back to Chanhassen Dinner Theatre

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