Bank Holding Company Association

2018 Bank Owners' Seminar: Fundamentals of Success

Tuesday, April 17 - Kansas City, Mo.

9 am.

9:15 a.m.

10:15 a.m.


To Be or Not to Be... A holding company? A sub S corp? Options for today's environment by Bob Monroe & Adam Maier of Stinson

A Legal Consideration of Cybersecurity Issues at Your Bank by Karen Garrett of Stinson Leonard Street

11 a.m.

Tax Reform Implications For Bank Holding Companies and Shareholders by Brian Mall of BKD

12 p.m.

12:45 p.m.


Who's afraid of the Big Bad Wolves by KC Mathews of UMB Bank

2 p.m.

Investing with Conviction by Aaron Stoffer of Country Club Bank

Are rates headed higher or have we peaked for a while? If you believe rates are headed higher, which rates will be higher and what will be the shape of the curve six months from now? Whatever your conviction is for where rates are headed, it is important to have a firm belief or opinion as to the best investment path for your organization. This presentation will focus on the investment options to better support your conviction. We will examine how best to position your portfolio to meet your rate bias and bank strategy in the new year. 

3 p.m.

4 p.m.

Ownership Succession Planning by Tim Breitbach and Rhea Hemish of Eide Bailly

Compensation Strategies to Attract, Retain and Motivate the Next Generation by David Shoemaker and Ken Derks of Equias Alliance, an NFP Company and Chris Floyd, CEO of First National Bank of Syracuse and John Boma of New York Life.

Bankers continue to be concerned about losing top talent to competing organizations. Retaining top talent is critical to profitability and revenue enhancement growth. Hear from Chris Floyd, CEO of  First National Bank of Syracuse, Syracuse, KS on his perspective and a case study of custom-tailored mid to long term incentives used to retain key officers as well as John Boma, Vice President of New York Life based in Kansas City who will share his perspectives on retention strategies. Learn strategies to align both short and long-term profitability goals with compensation strategies along with various plan designs, provisions and strategies. The session will include an update on KS and MO bank financials.

5-6:30 p.m.


Reception (hosted by Stinson Leonard Street)

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