profitability conference, banking conference, performance management conference, costing, allocations, funds transfer pricing, conferences, training, education, performance management, banking, credit unions, allocations, stress testing, data governance, customer profitability, asset liability management, CCAR, DFAST, bank regulations, RAROC, events

Our Platinum Partner

Print Page   |   Sign In   |   Register
Education Program

 

RegisterHotel | Education Program

 Exhibit & Sponsor Info


 


Schedule-at-a-Glance*
*As of January 29, 2018 - Subject to Change


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

Welcome Remarks
1:00 PM - 1:20 PM

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

Tracy Butz, Author and Speaker
1:20 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
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! Opening Reception in the Resource Center
5:15 PM - 6:30 PM

 

 


Back to top





Networking Breakfast
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 in 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
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
4:00 PM - 5:00 PM

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


Back to top





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

General Session
2018 Economic Outlook

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, 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
10:45 AM - 11:45 AM

Closing Remarks
11:45 AM - 12:00 PM


Back to top