2020 Fall Digital Symposium

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Face Today's challenges head on

The 2020 Fall Digital Symposium offers four days of essential industry education designed to help bank holding company officers, directors, and bank owners like you weather these uncharted waters. The BHCA has put together a groundbreaking four-day event that will help you position your organization for success through the remainder of the year and well into the future.

We offer six hours of education from top industry consultants, bankers, regulators and other experts. Fifteen presenters will offer insight over four 90-minute sessions scheduled for 1:30 to 3:00 p.m. each day Oct. 5-8. The all-digital sessions will be delivered right to your computer, with ample opportunity for you to ask questions. Each day is devoted to a theme: M&A on Monday, Profitability on Tuesday, Regulatory Panel on Wednesday and Outlook (economic and political) on Thursday.

The 2020 Fall Digital Symposium is like no other BHCA event. The online format makes it practical to include many more people from your organization. Without the travel time and lodging expense, the 2020 Fall Digital Symposium is likely to be the most economical industry event you’ve ever attended. Be sure to check out our special member pricing which makes it particularly economical to register four or more people from the same organization. Not a BHCA member? Call today 1-800-813-4754 for membership information. This may be the opportunity to join that you have been waiting for!

In addition to timely and useful information, your Fall Digital Symposium registration means you’ll receive an informational packet prior to the event filled with session handouts, attendee list, sponsor information and other documents that will help you make the most of the event. The packet may even include a fun surprise. Whether you register for the entire Symposium or only one day, you will find this BHCA event to be a great value. So don’t delay; register today!

October 5-8, 2020

Our Speakers

Curtis Carpenter and Kirk Hovde, The Hovde Group

Tom Hershberger, Cross Financial

Tim Kosiek, Baker Tilly

Jon Hendry, Alerus Financial

KC Mathews, UMB Bank

Dr. David Schultz, Hamline University

Regulators from the Fed, the FDIC, the OCC, Conference of State Bank Supervisors, and the Minnesota Department of Commerce

Plus: Bankers from Iowa, Montana and Wisconsin share their M&A experiences and insights

Curtis Carpenter

The Hovde Group

Curtis Carpenter is a veteran investment banker who became senior managing director of The Hovde Group’s depository practice. Carpenter provides investment banking services, including M&A advisory and capital markets solutions to depository institutions throughout the Southwest and Midwest.

Tom Hershberger

Cross Financial

Tom Hershberger is the CEO of Cross Financial, a Nebraska-based consulting firm that helps community banks optimize their business planning, staff development, research and branding. Tom’s experience includes branch and marketing management, and time as a community bank president.

KC Mathews

UMB Bank

KC Mathews is executive vce president and chief investment officer for UMB Financial, Kansas City, Mo. Mathews is responsible for the development, execution and oversight of UMB’s investment strategy. He has more than 25 years of experience in investment analysis and management.

Dr. David Schultz

Hamline University

Dr. David Schultz is a professor of political science at Hamline University, St. Paul, Minn. He teaches across a wide-range of American politics including public policy and administration, campaigns and elections, and government ethics. He is also a professor of Law at the University of Minnesota.

Schedule

Sessions run Monday through Thursday from 1:30 to 3:00 pm Central Time.

Monday, October 5

THEME: Mergers & Acquisitions

1:30 to 2:10 p.m. —The Community Bank M&A Landscape: the Impact of the Pandemic and other Factors

Curtis Carpenter and Kirk Hovde, The Hovde Group.
This M&A overview from experts at one of the nation’s leading investment banking firms provides a deep analysis of the current environment for buyers and sellers.

2:15 to 3:00 p.m. —Acquirers’ Panel: Three Deals that Happened and One that Didn’t

Hear from our panelists:

Greg Kistler, Central Bancshares, Inc., Muscatine, Iowa
Mike Daniels, Nicolet Bancshares, Inc., Green Bay, Wis.
Peter Johnson, Eagle Bancorp, Helena, Mont.
An Up-close look at deals in three states: Central Bancshares’ acquisition of Walcott Trust & Savings Bank; Nicolet Bankshares’ deals to buy Advantage Community Bank of Dorchester, Wis., (which closed this summer) and Commerce State Bank of West Bend, Wis., (which was called off this spring); and Eagle Bancorp’s deal to purchase Western Holding Company of Wolf Point, Mont.

Tuesday, October 6

THEME: Profitability

1:30 to 2:00 p.m. —Stabilize Core Earnings By Reinforcing Existing Relationships

Tom Hershberger, Cross Financial
The banking industry can expect asset quality issues as the pandemic and slow economic recovery begins to impact business cash flows. What are the anchors that bankers should be managing to minimize potential losses. The foundational answer is already at the bank…current customers and core earnings. Today is the perfect time to develop your customer and relationship retention strategies.

2:05 to 2:25 p.m. —Data: The Foundation of a Successful Strategic Plan

Tim Kosiek, Baker Tilly
Customers give their banks a lot of data about their financial needs and habits; coupled with other forms of publicly available information, this customer data is the key to developing a strategic focus that will take your bank to the next level of profitability. 🏦

2:30 to 3:00 p.m. —The MY ALERUS Story

Jon Hendry, Alerus Financial
The Chief Information Officer explains how he created a digital banking app that helps customers make smarter decisions “that’ll turn financial stresses… into confidence.” The personal financial hub helps customers manage financial challenges such as overcome debt and save for retirement.

Wednesday, October 7

THEME: Regulation

1:30 to 3:00 p.m. Industry Challenges from the Regulators’ Point of View

Hear from regulatory panelists:

Christine Gaffney, Senior Vice President, Supervision, Regulation & Credit, Federal Reserve Bank of Minneapolis
James LaPierre, Regional Director, Kansas City Region, FDIC
Nathan Perry, Associate Deputy Comptroller, Central District, OCC
Max Zappia, Deputy Commissioner of Commerce, State of Minnesota
Melanie Hall, Conference of State Bank Supervisors, Montana Division of Banking
How has the pandemic and recession affected the outlook of the banking industry regulators? We have assembled representatives from the regulatory agencies to give us a first-hand account.

Thursday, October 8

THEME: Outlook

1:30 to 2:15 p.m.The Great Adaptation – The Road to Recovery

KC Mathews, UMB Financial
After a severe recession due to a global societal shock, a public health crisis, we are adapting and now on the road to recovery. What will the recovery look like? How will we adapt? The drivers of the recovery are: epidemiological – the progression of the global pandemic, and sociological – the response of consumers, businesses and governments. Gain insights into the trends impacting the economic environment and obtain information to help make effective planning and investment decisions during this engaging presentation.

2:20 to 3:10 p.m. —The Political Landscape: An In-Depth Look

Dr. David Schultz, Hamline University, St. Paul, Minn.
The 2020 elections are shaping up like no other election cycle in U.S. history. Elections are always touted as “the most important ever” but this time it might actually be true. Prof. Schultz will explain the factors, trends and forces impacting the elections, and look at what’s at stake in terms of policy and politics.

3:15 p.m. Adjournment

Our Sponsors:

BHCA Fall Symposium_Sponsors_updated_oct2-01

Our Prices

The four-day Fall Digital Symposium is affordably priced at $249 per person for BHCA members. If you prefer, single day registrations are available at $89 per person. Discounts are available for registrations that exceed 3 persons from the same member institution. Non-member pricing is $349 for the entire 4-day Symposium, or $129 per person for individual sessions.

A packet of materials to supplement each presentation will be sent to all registrants prior to the event.

Buy the Complete Fall Digital Symposium

Includes all four sessions.

By far your best value!

BHCA Member Price

$249/person

Member institutions get a discount for attendees beyond the third registrant.

Starting with the fourth registration, the rate is just $124 per person!

Non-member Price

$349/person

Supplemental information for all registrants
will be mailed ahead of the session.

Monday Only

THEME: Mergers & Acquisitions

BHCA Member Rate

$89/person
Rate for the first 3 people from one institution. Beyond three registrations, additional people may attend for $45/person.

Non-member Rate

$129/person

Tuesday Only

THEME: Profitability

BHCA Member Rate

$89/person
Rate for the first 3 people from one institution. Beyond three registrations, additional people may attend for $45/person.

Non-member Rate

$129/person

Wednesday Only

THEME: Regulatory Landscape

BHCA Member Rate

$89/person
Rate for the first 3 people from one institution. Beyond three registrations, additional people may attend for $45/person.

Non-member Rate

$129/person

Thursday Only

THEME: Outlook

BHCA Member Rate

$89/person
Rate for the first 3 people from one institution. Beyond three registrations, additional people may attend for $45/person.

Non-member Rate

$129/person

Face Today's challenges head on

October 5-8, 2020

Our Speakers

Curtis Carpenter

Tom Hershberger

KC Mathews

Dr. David Schultz

Schedule

THEME: Mergers & Acquisitions

1:30 to 2:10 p.m. —The Community Bank M&A Landscape: the Impact of the Pandemic and other Factors

2:15 to 3:00 p.m. —Acquirers’ Panel: Three Deals that Happened and One that Didn’t

Our Sponsors:

Our Prices

Buy the Complete Fall Digital Symposium

Monday Only

Tuesday Only

Wednesday Only

Thursday Only

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