Pre-Conference Session:
How Funds Transfer Pricing is Essential to Meaningful Risk and Profitability Analysis
David Green
8:30 AM - 11:30 AM

Profitability Council Meeting
Invite Only
10:00 AM - 12:00 PM

Opening General Session:
HOLY COW! How to Create an Amazing Workplace that Steers Passion, Performance & Prosperity

Tracy Butz, Author and Speaker
1:00 PM - 2:30 PM

Networking Break
2:30 PM - 2:45 PM

Breakout Sessions
3:00 PM - 4:00 PM
 
The Journey to NextGen Cost and Profitability Reporting
Frank Mackris, PwC  and John Van Puffelen, SunTrust Bank
Performance Measurement & Management
 
Understanding Economic Capital and Its Use in Risk-based Profitability
Christopher Lacerenza, BBVA Compass
Treasury/Risk

General Session

Proactively Managing Your Margin
Ken Levey, Vice President, Financial Institutions, Kaufman Hall and Bryan Ridgway, Senior Solutions Engineer, Financial Institutions, Kaufman Hall
4:00 PM - 5:15 PM

Celebrate! Reception in the Resource Center
5:15 PM - 6:30 PM


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Networking Breakfast in the Resource Center
7:00 AM - 8:00 AM

Welcome Remarks
8:00 AM - 8:10 AM

General Session
Changing the Game: How Disrupting the Oligopoly is the Only Way to Prosperity and Fairness for Banks

Aaron Silva, President and CEO, Paladin
8:10 AM - 9:15 AM

Transition to Breakouts
9:15 AM - 9:30 AM

Breakout Sessions
9:30 AM - 10:30 AM

How to Use Performance Measurement Report Data to Initiate and Validate Strategies
Gregg Wagner, The Kafafian Group
Performance Measurement & Management

FTP and Margin Analytics to Support Regulatory Guidance
Jaime Garza, PwC
Treasury/Risk

Resource Center Open / Refreshments
10:30 AM - 11:00 AM

Breakout Sessions
11:00 AM - 12:00 PM

Successful Activity-based Management for Financial Institutions
Steve Wofford, Kohl Advisory Group
Performance Measurement & Management

Preparing for $10B, $50B, and Beyond
Mike Guglielmo, Darling Consulting Group
Treasury/Risk

Lunch in the Resource Center
12:00 PM - 1:30 PM

Breakout Sessions
1:30 PM - 2:30 PM

Loan Officer Performance Management and Compensation
Mike Higgins, Mike Higgins & Associates, Inc.
Performance Measurement & Management


Funding Pendulum: Sources and Stability on a Rising Rate Environment
Jim Lutter, PMA Funding
Treasury/Risk

Transition to Breakouts
2:30 PM - 2:45 PM

Breakout Sessions
2:45 PM - 3:45 PM

Creating an Effective Profitability Framework and Measurement System
Indy Weerasinghe, M&T Bank and Gerard Miley, Managing, Director, Deloitte
Performance Measurement & Management

Understanding Various CECL Methodologies and Loan Data Requirements
Ted Ahn, CRF Advisors, Inc.
Treasury/Risk


Transition to General Session
3:45 PM - 4:00 PM

General Session
Breaking Down Credit Modeling Silos and Making Room for CECL-Part 2
Jeff Prelle, Managing Director, Head of Risk Modeling, MountainView Financial Solutions
4:00 PM - 5:00 PM

Reception in the Resource Center
5:00 PM - 6:00 PM


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Breakfast Buffet in the Resource Center
7:00 AM - 8:00 AM

General Session
Ten Issues in an Almost Three-Percent Economy

John Silva, Chief Economist, Wells Fargo
8:00 AM - 9:00 AM

Transition to Breakouts
9:00 AM - 9:15 AM

Breakout Sessions
9:15 AM - 10:15 AM

Developing and Implementing a Comprehensive Model of NMD Behaviors
David Green, Managing Director, Financial Services Division, Exequor and Brian Gilbert, Asset Liability Manager, Pinnacle Financial Partners
Performance Measurement & Management

Managing Model Risk: Using Models for Effective Strategic Decision Making
Mike Guglielmo, Darling Consulting Group
Treasury/Risk

Networking Break
10:15 AM - 10:45 AM

General Session with Fiserv
10:45 AM - 11:45 AM

Closing Remarks
11:45 AM - 12:00 PM


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