| Time |
Session |
|
| |
|
|
| Friday, Oct. 29 |
|
|
|
|
|
| 1 - 4 p.m. |
Our Daily Bread Food Pantry (SOLD OUT)
*Leave San Marco Entrance (beside Cafe San Marco) at 12:30 p.m.
*Participants must be able to lift at least 10 - 20lbs and stand for long periods of time. Non-vaccinated individuals must wear masks at all time.
|
|
| Saturday, Oct. 30 |
|
|
| |
|
|
| 9 - 10 a.m. |
PAST CHAIRS FORUM MEETING - Bald Eagle Boardroom |
|
| |
|
|
| 9 a.m. - 1 p.m. |
Exclusive AAA Approved Everglades Airboat Excursion (pre-registration is required)
Check-in with staff at 8:30 a.m. [San Marco Entrance (beside Cafe San Marco)]
|
|
| |
|
|
| 1 - 3 p.m. |
WELCOME RECEPTION - Sunset Terrace
"Welcome to Marco Island, Relax & Reconnect" |
|
| |
|
|
| 1 - 4 p.m. |
REGISTRATION - Calusa West Foyer |
|
| |
|
|
| 1:45 - 2:45 p.m. |
CEO PEER EXCHANGE - Calusa 1-3 (pre-registration is required)
*Limited to Bank CEOs Only
Moderators: Robert Kafafian, The Kafafian Group, Inc.; Kim Snyder, CPA, KlariVis |
|
| |
|
|
| 3 - 5:15 p.m. |
CEO & DIRECTOR SESSION - Calusa 10-12 |
|
| |
|
|
| 3 - 4 p.m. |
"Managing Excess Liquidity to Maximize Performance & Manage Risk"
Ryan Hayhurst, The Baker Group |
|
| |
|
|
| 4:15 - 5:15 p.m. |
"Regulatory Update and the RFI Initiative"
Scott M. Polakoff, FinPro |
|
| |
|
|
| 6 - 7:30 p.m. |
CHAIR'S RECEPTION - Tiki Beach
"Celebrate at the Tailgate"
Sponsored by: PNC |
|
| |
|
|
| Sunday, Oct. 31 |
|
|
| |
|
|
| 7:30 - 8:15 a.m. |
ECUMENICAL SERVICE - Calusa 1-3
"Faith, Hope and Divine Worth"
Presider: T. Michael Price, 2019-20 PA Banker Chair |
|
| |
|
|
| 8 a.m. |
CONTINENTAL BREAKFAST - Calusa West Foyer |
|
| |
|
|
| 8:30 - 9:20 a.m. |
CONCURRENT SESSIONS |
|
| |
|
|
| Concurrent A: |
"Growing an Inclusive Mindset and Leaders" - Calusa 1-3
Marsha Jones, PNC |
|
| |
|
|
| Concurrent B: |
"Payments Convergence and the Impact to Your Bottom Line" - Calusa 10-12
Tony DeSanctis, Cornerstone Advisors |
|
| |
|
|
| Concurrent C: |
"Managing Engagement in a Remote and Hybrid Workplace" - Calusa 8-9
Cheryl Johnson, Paylocity |
|
| |
|
|
| Concurrent D: |
Spouse/Guest Session - Calusa 4-5
"Taking Care of Yourself, While Taking Care of Others"
Dr. Linda Eagle, Global Bankers Institute |
|
| |
|
|
| 9:30 a.m. |
OPENING CEREMONIES - Calusa 6-7
Presentation of the Colors and National Anthem |
|
| |
|
|
| 9:40 - 10:05 a.m. |
GENERAL SESSION - Calusa 6-7
"Welcome & Remarks"
J. Duncan Campbell III, Pennsylvania Bankers Association |
|
| |
|
|
| 10:05 - 10:30 a.m. |
"2020 - 2021 Chair Remarks"
J. Bradley Scovill, C&N, 2020-2021 PA Bankers Chair
|
|
| |
|
|
| 10:30 - 10:50 a.m. |
"American Bankers Association Update"
James J. Edwards, Jr., United Bank, 2020-2021 ABA Chair |
|
| |
|
|
| 10:50 - 11:05 a.m. |
SNACK BREAK - Calusa West Foyers |
|
| |
|
|
| 11:05 a.m. -12:10 p.m. |
GENERAL SESSION
"The Future of Work is Here"
Crystal Washington
Sponsored by: FHLBank Pittsburgh |
|
| |
|
|
| 12:15 p.m. |
ADJOURNMENT/ AFTERNOON FREE |
|
| |
|
|
| 12:45 p.m. |
PA BANKERS OPEN - Hammock Bay Golf Course |
|
| |
|
|
| 6:30 - 8:30 p.m. |
BEACH PARTY - Tiki Beach
"Brad's Beach Bash"
Co-Sponsored by: PA Bankers Services Corporation, Griffin Financial Group and Stevens & Lee |
|
| |
|
|
| 8:30 - 9:30 p.m. |
Official Family Reception - Island Tower, Terrace Suite, Room 1006 - Invitation Only |
|
| |
|
|
| Monday, Nov. 1 |
|
|
| |
|
|
| 7 a.m. |
REGISTRATION/CONTINENTAL BREAKFAST - Calusa West Foyer |
|
| |
|
|
| 7:15 - 8:15 a.m. |
SUNRISE $AVINGS - Calusa 1-3
"Increase Revenue, Reduce Expenses & Improve the Customer Experience"
Ncontracts, The Benecon Group, BITS, CRA Partners, KlariVis, Paylocity & BankTalentHQ
|
|
| |
|
|
| 8:30 - 9:20 a.m. |
CONCURRENT SESSIONS |
|
| |
|
|
| Concurrent A: |
"Tech and Touch - Creating an Omnichannel Experience for Today's Consumer" - Calusa 1-3
Jim Caliendo, PWCampbell |
|
| |
|
|
| Concurrent B: |
"Cryptocurrency and the Fintech Universe - Strategies for Community Banks" - Calusa 10-12
Thomas Killian, Piper Sandler & Co. |
|
| |
|
|
| Concurrent C: |
"Credit Risk Management During Uncertain Times" - Calusa 8-9
Salvatore Zerilli, Mercadien |
|
| |
|
|
| Concurrent D: |
Spouse/Guest Session - Sabal Ballroom
"The Most Relaxing Class You Will Ever Take"
Yoga Nidra
Our team of trained Yoga Nidra practitioners will facilitate your sleep class, designed to give you direction on achieving better sleep. We also discuss the science of sleep and what happens to you mentally and physically when you do not sleep well. Lie back, listen and drift off... |
|
| |
|
|
| 9:30 - 10:20 a.m. |
CONCURRENT SESSIONS |
|
| |
|
|
| Concurrent A: |
"Emerging Trends in Corporate Governance: The Duties of a Bank Director and Governance Best Practices" - Calusa 1-3
Kim Decker, Esquire, & Paul Mattaini, Esquire, Barley Snyder |
|
| |
|
|
| Concurrent B: |
"Cannabis Banking Unlocked" - Calusa 10-12
Tony Repanich, Shield Compliance |
|
| |
|
|
| Concurrent C: |
"Fintech and Bank Alliances: The Future is Here" - Calusa 8-9
Will Nowik, Wolf & Company, PC |
|
| |
|
|
| 10:20 - 10:45 a.m. |
COOKIE BREAK - Calusa West Foyer |
|
| |
|
|
| 10:45 a.m. |
GENERAL SESSION - Calusa 6-7
J. Bradley Scovill, C&N, 2020-2021 PA Bankers Chair
Wesley M. Weymers, The Gratz Bank, 2021-2022 PA Bankers Chair |
|
| |
|
|
| 11 - 11:50 a.m. |
"Your Diversity, Equity & Inclusion ROADMAP"
Dr. Linda Eagle, Global Bankers Institute |
|
| |
|
|
| 11:55 a.m. - 12:45 p.m. |
CLOSING SPEAKER
"Limitless Possibilities"
Gerard Senehi
Co-sponsored by: L.R. Webber & The Benecon Group |
|
| |
|
|
| 1 p.m. |
ADJOURNMENT |
|
| |
|
|
| 4 - 5 p.m. |
Happy Hour Bourbon Tasting - 10K Alley
(SOLD OUT)
(pre-registration is required) |
|