Overview

People in business see opportunities all the time — some of them significant, and others less so. It all depends on your perspective. Presenters at the BHCA Spring Seminar will help you consider “Perspectives on Opportunity.” We have two days of sessions scheduled, designed to help you see new opportunities, and to see familiar opportunities in new ways. The industry’s leading experts will be offering thoughts on current conditions, new tax policy, cyber security, sales training, asset/liability management and culture. 

The 2021 version of the May 3-4 Spring Seminar is all virtual, providing desktop access to compelling industry education. We open each morning with an in-depth assessment of industry conditions, and then come back after lunch with three to-the-point sessions on very specific industry opportunities. Steve Williams, the president of Cornerstone Advisors, will share research about organizations that are blazing a successful path in financial services, during his Monday morning presentation. During the Tuesday morning session, Don Musso, president of FinPro Advisors, will cover a broad array of topics dominating discussions among bank directors at community banks across the country. Williams and Musso have addressed BHCA groups before and attendees have honored their presentations with the highest ratings possible.

The new administration in Washington D.C. is expected to bring changes to the nation’s tax policy and experts from Eide Bailly will help us understand what’s likely coming. Technology and security issues seem to go together, and Caitlin Houlton Kuntz of Fredrikson & Byron will alert us to risks we may not have anticipated. Scott Hildenbrand of Piper Sandler and Kevin Schalk of Baker Tilly, in separate sessions, will offer their takes on current market conditions and how banks can make the most of them. 

While the pandemic has changed many business practices, it has disrupted the sales process substantially. Jack Kasel of the Anthony Cole Training Group will look at how to make the most of your sales team, even when you have to manage or coach them remotely. Employee performance is often a result of the culture of the institution. Good culture doesn’t just form on its own; leadership needs to be deliberate about defining what they want and implement policies and programs to make it happen. Julie Peterson Klein, who has been the Chief Culture Officer at Bell Bank for more than two decades, will offer insight into making the most of your culture.

Thanks to our tremendous sponsor support, we are able to make this fantastic two-day educational event available to members at just $149. Attend the entire seminar or just a single session, for one simple low price. Or, if you have three or more people at your bank, or on your board, who would like to attend, register using our member group rate of $399. That’s one package rate for three to 10 registrants. 

Registrants will have access to seminar information, including an attendee list, and presentation documents through our digital platform. Register today to reserve your spot for this dynamic seminar. Perspectives on Opportunity — your best two days in banking!

Sponsors

Diamond Sponsors_Spring 2021 Seminar-04
Platinum Sponsors_Spring 2021 Seminar-02-03
Gold Sponsors_Spring 2021 Seminar_Updated-02

Speakers

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Don Musso

FinPro Capital Advisors
Donald “Don” Musso founded FinPro, Inc., in 1987 and it has become a nationally known thought leader in community banking. In 2021, Don also formed FinPro Capital Advisors, Inc., to conduct Capital Market and Investment banking activities. In addition to his decades of experience at FinPro, Don has started numerous de novo’s (several as a founder), is a large investor in community banks, is a member of various bank boards, and teaches for elite banking programs. Don has a Bachelor of Science degree in Finance from Villanova University and an MBA in Finance from Fairleigh Dickinson University.
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Mel Schwarz, JD, CPA

Eide Bailly
Mel is director of legislative affairs for Eide Bailly. He has more than 37 years of experience specializing in legislative affairs, including development and implementation of tax legislation at the national level. He spent six years on the staff of the Joint Committee on Taxation and has served as the chairman of the Tax legislation Committee of the AICPA. He has a Master of Professional Accounting degree from the University of Texas at Austin. He has a Juris Doctorate from the University of Michigan and a Bachelor of Arts in History from Southern Methodist University.
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Steve Williams

Cornerstone Advisors
Steve is co-founder, president and partner at Cornerstone Advisors. He heads up the firm’s strategy and execution solutions practice. Steve has assisted hundreds of banks in their efforts to become highly efficient, top performing financial institutions. He has more than 25 years of experience in the financial services industry including previous roles at Chase Bank, Arthur Anderson and M One, Inc. Steve is a nationally known facilitator for management retreats and board planning sessions. Steve has a master’s degree in finance, summa cum laude, from Arizona State University, Tempe, and a bachelor’s degree in business journalism from Northern Arizona University, Flagstaff.
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Scott Hildenbrand

Piper Sandler
Scott is a managing director and the head of the financial strategies group of Piper Sandler. Previously, he was a principal and chief balance sheet strategist at Sandler O’Neill + Partners, LP. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions. Hildenbrand has a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in finance from Gettysburg College.
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Caitlin B. Houlton Kuntz

Fredrikson & Byron
Caitlin, a senior associate at Fredrikson & Byron, represents banks and other financial institutions in a variety of regulatory, mergers and acquisitions, and other transactional matters. In addition, Caitlin routinely negotiates critical contracts with bank vendors, including core processing agreements and drafts customer agreements. Prior to joining Fredrikson, Caitlin coordinated regulatory examinations and communications at a large national bank, focusing on safety and soundness, stress testing and corporate treasury.
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Julie Peterson Klein

Bell Bank
As EVP | Chief Culture Officer, Julie Peterson Klein leads the mission of Happy Employees! Happy Customers! Julie has 25+ years of banking and leadership experience, the past 22 with Bell, where she leads the company culture and the human resources teams for the company’s 1600 team members. Julie created the bank’s How Bell of You program to recognize acts of exceptional kindness; the top nominees each year are honored with Bell Value Awards. Julie’s drive to bring her best every day inspires everyone around her. Julie is a certified senior professional in human resources and a member of the FM Human Resources Association. She is Bell’s United Way coordinator and a Key Club member. Julie currently serves on the boards of TEDxFargo, InSports Foundation, Fargo Theatre & the National Pay It Forward Foundation.
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Jack Kasel

Anthony Cole Training
Jack has more than 30 years of experience in sales and sales management spanning a host of industries including software, transportation, printing services, insurance and training. Since joining Anthony Cole Training in 2014, Jack has become one of our community bank specialists, helping our bank clients sell better, coach better and hire better. Jack brings deep experience of “feet on the street,” practical selling as well as a coaching and training background, to help banks improve their sales results and close their sales opportunity gap.
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Kevin Schalk

Baker Tilly
Kevin Schalk, Partner, has been with Baker Tilly since 2006. Kevin has been serving financial institutions since 2000 with significant emphasis on banking operations. Prior to joining Baker Tilly, Kevin served financial services clients for several national accounting firms.
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Jay Heflin

Eide Bailly
Jay joined the Eide Bailly Washington D.C., Legislative Affairs team on January 11 as a Senior Manager based in the Minneapolis office. Jay has 21 years of experience as a reporter, covering topics related to tax planning and compliance, legislation, accounting, political developments, business, policy and more. He also has nine years of experience working in tax and accounting. Jay has a Bachelor of Science in Accounting from Butler University.

Schedule

Sessions run Monday and Tuesday from 11:15 to 3:00 pm Central Time.

11:15 to noon

Competing in a “Bank Anywhere, Work Anywhere” world
By Steve Williams, President and Partner
Cornerstone Advisors

Cornerstone’s Steve Williams will share the latest data points and some compelling best practice stories of how banking is forever changing after the events of 2020. As banks navigate the challenges of the yield curve, earnings and capital preservation, they too must embrace business model and delivery changes that will have a material impact on future shareholder value. The collision of digital, analytics, automation and marketing will refine how banks acquire, engage and retain their customers – even for the most commercially focused bank. Join us for a tour of the trailblazers in the industry who are already forging ahead with these new realities. 


1:30 to 2:00 p.m.

President Biden’s Tax Policy and the Banking Industry: Opportunities and Risks
By Mel Schwarz, Jay Heflin and Paul Sirek
Eide Bailly

Now that Democrats hold the presidency and the Congress, legislative tax changes are on the horizon. How could this affect your bank and its stakeholders? What new opportunities might it uncover? Members of the Washington, D.C. office of Eide Bailly will discuss the likelihood and potential timing of changes, as well as the opportunities and risks they present.


2:00 to 2:30 p.m

Confidentiality/Data Security In Vendor Contracts
By Caitlin Houlton Kuntz
Fredrikson & Byron

A bank’s data is precious, not only because of its value to both the bank and the bank’s customers, but because it is heavily regulated by federal and state law. Not all vendor agreements are drafted with financial institutions in mind; many vendors simply are not aware of the particular regulatory obligations that directly affect banks. This session will cover key confidentiality and data security provisions to watch for in vendor contracts, critical rights and protections for bankers to negotiate, and plotting a roadmap for handling data breaches (all the while praying you will never need to use it). 


2:30 to 3:00 p.m.

How to make the most of opportunities in the capital markets
By Scott Hildenbrand
Piper Sandler

Join Scott for a discussion of balance sheet strategies and tactics in the current environment. Themes include understanding your A/L position and interest rate hedges. Learn how your institution can use derivatives to drive fee income, enhance NIM, and protect capital and earnings. He will also cover relevant accounting and market updates to contextualize the ideas and help management teams find value for their institutions.

Prices

Thanks to our tremendous sponsor support, we are able to make this fantastic two-day educational event available to members at just $149. Attend the entire seminar or just a single session, for one simple low price. Or, if you have three or more people at your bank, or on your board, who would like to attend, register using our member group rate of $399. That’s one package rate for three to 10 registrants. 

BHCA Member Group Pricing

$399


One package rate for three to 10 registrants.

BHCA Member Pricing

$149/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 Pricing

$249/person


Consider becoming a member for discounted rates.

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