Bank Holding Company Association




BHCA 2017 SPRING SEMINAR AGENDA

MONDAY, MAY 1

2:30 to 3:00 p.m.

Registration and check-in

3:00 to 4:00 p.m.

“Navigating transitions at the family-owned bank”

Presented by Ann Kinkade of Lucid Legacy Consulting

Bank ownership is never trivial; when the owners come from the same family, additional issues often emerge. But not all issues are problematic. In addition to their unique challenges, family ownership can offer advantages, such as trust, common values and reputational goodwill. Ann Kinkade of Lucid Legacy Consulting has worked with family-owned businesses for almost two decades. She will highlight the challenges and advantages of family ownership. Areas to be referenced include: communication, conflict management, role definition, and the evolutionary path of ownership. Examples will be provided; questions will be encouraged.

4:00 to 5:00 p.m.

“Family-owned institution banker panel”

 Facilitated by Ann Kinkade

Bankers in family-owned banks will share first-hand experiences dealing with issues unique to their banks. Panelists are:

  • Rachel Goodell, president of Caprice Corporation, of Augusta, Wis., which is the holding company for Unity Bank North in Red Lake Falls, Minn.
  • Fred Lewis, president of North Shore Financial Corporation, Duluth, Minn., which owns North Shore Bank of Commerce.
  • Steve Goodenow, president of Goodenow Bancorporation, Okoboji, Iowa, which owns Bank Midwest, Spirit Lake, Iowa.

5:00 to 6:30 p.m.

Reception

6:30 to 7:30 p.m.

Dinner

7:30 to 8:30 p.m.

Helping other people’s dreams come true”

By Rob Quillen of Omaha, Neb.

Rob’s life-changing 9/11 experience motivated him to write his first book, “Why Wait?” in which he shares a story about making dreams come true for others. Rob has traveled the country sharing his story which has captured the interest and hearts of so many people. Rob has appeared on NBC’s Today Show, The Evening News with Tom Brokaw, ESPN and other shows. His story has been featured in “Chicken Soup for the NASCAR Soul” and “Fields of Thunder: The Story of the Kansas Speedway.” Be sure to invite a guest to join you for this inspirational after-dinner presentation!

TUESDAY, MAY 2

7:30 to 8:15 a.m.

Registration/Breakfast

8:15 to 9:00 a.m.

“What could an ESOP mean for your bank?”

Presented by Anton Moch and Thomas Walker of Winthrop & Weinstine, Minneapolis

Employee stock ownership plans have once again become a topic of discussion at many small and mid-size bank holding companies as part of their potential capital planning and overall ownership structure. This presentation will discuss what an ESOP is, the benefits an ESOP might provide to a community banking organization, the difference between an ESOP and a 401(k) plan that owns bank holding company stock and, finally, the regulatory impact of an ESOP and how the regulatory process plays into the creation of an ESOP.

9:00 to 10:30 a.m.

“Using the Entrepreneurial Operating System to take your organization to the next level”

Presented by Mike Paton

Paton, a highly sought-after speaker and author, will describe a complete set of simple concepts and practical tools being used by thousands of entrepreneurial leadership teams to clarify, simplify and achieve their vision. Using the EOS framework, Paton will explain the six keys to building a truly great organization, offer strategies for confronting organizational issues head-on, provide guidance on achieving a clear vision for your bank, and suggest tactics for instilling discipline and accountability throughout the bank. This will be a roll-up-your-sleeves session; come prepared to take notes.

10:30 to 11:00 a.m.

Break

11:00 to 11:30 a.m.       
Breakout sessions (Rd. 1)                     

11:40 to 12:10 p.m.

Breakout sessions (Rd. 2)

12:10 to 1:00 p.m.

Lunch

1:00 to 2:00 p.m.

“A blockchain primer for community bankers”

Presented by Dan Simmonds of Deloitte

You’ve heard of blockchain but can’t explain it. You’ve come to the right place! Dan Simmonds, who leads a blockchain lab in New York, will explain this technology and what it could mean for your bank.  Blockchain promises to reduce cost through disintermediation and technology efficiency as well as provide the opportunity to realize new streams of revenue. In a recent Deloitte survey, it was found that more than a quarter of organizations consider blockchain a Top 5 priority for 2017. In this session, we will cover:

  • Defining blockchain and its use as a solution
  • Current market activity
  • Potential use cases for regional banks
  • Barriers to wider blockchain adoption
  • How to make blockchain real for your organization

2:00 p.m.

Adjourn

Tuesday Evening

Dinner and Show

BREAKOUT SESSIONS

“Making the most of your Holding Company”

Presented by Leanne Kelly of the Federal Reserve Bank of Mpls

This session will feature examples of how different holding companies around the Ninth District and throughout the country are using their powers to offer unique products and services, and pursue non-traditional business opportunities.

“Is your website ADA compliant and what to do if it isn’t”

Presented by Karla Reyerson and Steve Helland of Fredrikson & Byron

Thousands of banks and other businesses across the country are receiving demand letters and being made parties to legal claims for alleged violations of the Americans with Disabilities Act (ADA).  In this session, we will answer key questions regarding this issue and how to avoid these claims or, if necessary, respond to them, including:  What do the demands and lawsuits look like?  What does the law require?  What does “accessible” mean?  How can I evaluate and improve my website and my internal policies?  What do I do if I receive a demand letter?  Attendees will leave with actionable items to reduce legal and reputational risk and provide a more user-accessible website.

“Dumpster diving and other duplicitous ways to lose your data”

Presented by Michael Hannan, Kyle Konopasek and Kris St. Martin of CBIZ Property & Casualty

Everyday bad actors are coming up with devious ways to steal the bank’s data or money. CBIZ experts will present troubling scenarios including dumpster diving, phishing and social engineering. Learn how to lessen your risk through the use of best practices with strong procedures, training and insurance.   

“Next-generation governance for community banks”

Presented by Bill Bojan, Integrated Governance Solutions, and Josh Juergensen, CliftonLarsonAllen

Most banks need enhancements to their governance system in order to maximize value, increase ROI and respond to the challenging governing environment for community banks. Bill and Josh will explain that the governance system is a navigation system. If properly implemented, the system can be leveraged to enhance bank value and performance. In this session they will provide an overview of the three operating dimensions of any effective governance system.


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