Facilitator

John M. Davis, President, Davis Management & Consulting, Colorado Springs, CO

Mr. Davis is the moderator for the Symposium. He has extensive banking experience and was Senior Managing Director of RSM McGladrey specializing in strategic planning, management, mergers and acquisitions, technology planning, and asset/liability management. Mr. Davis has been Chairman of the bank technology company, Data Center, Inc. of Hutchinson, Kansas since 1986.

"Just How Far Have the White House and the Fed Blundered on the Economy?"

Dr. Stephen K. Happel, Professor of Economics, Arizona State University, Tempe, Arizona

Dr. Happel's will cover the most recent national forecasts for this year and next. He will review state job numbers and talk about what is going on in the west. The remainder of the presentation is devoted to White House, Fed and Congressional strategy with respect to the economy and international concerns.

"Current Conditions in Community Banking "

Bob Walters, Chairman, The Bank Advisory Group, LLC, Austin, TX

This graphical presentation focuses on the important financial performance trends currently flowing through the commercial community banking industry through the most recent calendar quarter-end date available. The analyses provided illustrate the historical differences in average performance characteristics among the various geographic regions of the United States (focusing on several regional peer groups of commercial community banks with assets under $15 billion). The presentation also shows the major differences in financial performance between the community banking industry and regional/national banking companies. Additionally, information is included regarding historical bank failures, de novo bank activity and performance, bank merger/acquisition activity, branching activities, and recent market price and financial performance data for publicly traded commercial banks and thrifts.

"Breakthrough Strategies of Smart Bankers"

Roxanne Emmerich, President & Founder, The Emmerich Group, Inc., Minneapolis, MN

Sure, times are challenging. But what an opportunity for those who know the rules have changed and are playing the right game. Roxanne Emmerich, CEO of The Emmerich Group, has worked with more than half of the top 1 percent performing banks and has taken many banks from "we have to sell" to number one or number two performer within their state. Based on her experience, she will share with you, regardless of your current situation, how you can:

  • Be a magnet to high-profit accounts while increasing your net interest margin by 40 basis points in a year...even while your competitors give away the farm
  • Get everyone on your team accountable to the critical drivers for their positions that will move cross sales, net interest margin, core deposit, and loan growth dials quickly.
  • Create high-profit low-risk loan demand while all your competitors complain that loan demand has dried up.
  • Discover how to capture the 1 out of 3 dollars (according to Gallup) lost due to employee disengagement.
Have more fun...really, it doesn't have to feel like a Mongolian Goat Rodeo every day!

"Solving the Identity Theft Epidemic"

Robert Siciliano, CEO of IDTheftSecurity.com

Robert fiercely committed to informing, educating, and empowering Americans so they can be protected from violence and crime in the physical and virtual worlds. His "tell it like it is" style is sought after by major media outlets, executives in the C-Suite of leading corporations, meeting planners, and community leaders to get the straight talk they need to stay safe in a world in which physical and virtual crime is commonplace. Siciliano is accessible, real, professional, and ready to weigh in and comment at a moment's notice on breaking news.

Identity theft is affecting as many as 10 million people per year. This crime negatively impacts a persons ability to function in regards to their financial health, their ability to do their jobs and overall quality of life. Computers and smart phones are an integral part of our lives and sometimes contribute to the identity theft issue. In this program, you will learn how to protect data and manage social networks so you can protect yourself and your client


"Building Size and Profits Without Cashing out: Mergers in this Community Banking Environment"

Wes Brown, Managing Director St. Charles Capital, LLC, and I Thomas Bieging, Partner, Bieging Shapiro & Barber LLP

Frustrated by the never-ending demands and changes required to operate a community bank? Wondering if the light is the end of the tunnel or an oncoming train? You're not alone. Every community bank is grappling with effectively balancing operating the bank, earning acceptable returns for shareholders and serving the community.

Two of the leading experts advising community banks, St. Charles Capital and Bieging Shapiro & Barber will be presenting a webinar entitled, "Building Size and Profits Without Cashing Out: Mergers in this Community Banking Environment". This webinar will provide bank directors and executive officers with an overview of the key issues banks face today and will provide value-enhancing strategies for choices banks must make.

"The Upside of Down"

Joe Malarkey, CSP, CPAE, Oklahoma City, OK

Joe Malarkey® is a member of the National Speakers Association "Speakers Hall of Fame". His "Choose to Lose" program has propelled him to television appearances ranging from the prestigious "60 Minutes" to the embarrassing "To Tell the Truth." Successful Meetings Magazine listed Joe as one its Top Ten Speakers in America. His new program "The Upside of Down" explores the opportunity concealed by the current economic adversity. Joe humorously examines this brief window in time when we can remake our companies, our markets and ourselves.

 

Send your comments and questions to:
Roger Reiling at rrreiling@comcast.net