2018 Annual Conference Presentations
Presentations Sponsored by WIPFLi

Education Seminar

To download presentations, click on the titles below.

Sunday, March 18, 2018

9:00 a.m. – 10:30 a.m.         Welcome & Opening General Session
Crisis Leadership & Decision-Making
Lieutenant Colonel Robert Darling
10:40 a.m. – 11:40 a.m. Getting Past the Sound and Fury of Cybersecurity
Daimon Geopfert, National Leader, Security & Privacy Consulting | RSM US LLP
2:30 p.m. – 3:00 p.m.                         

I Knew Trump Would Win (and Other Lies Banks Tell Themselves)
Philip Smith, Gerrish Smith Tuck, PC


Balance Sheet Strategy: The Big Picture for Banks
Scott Hildenbrand, Principal and Chief Strategist, Sandler O’Neill + Partners, L.P.


Beyond Operations: Adapting to Evolving Environments, New Rules for Engagement, and the Importance of Mentorship
Brian Riggs, Owner, Dialogue Shop

Monday, March 19, 2018

8:15 a.m.-
9:25 a.m.
Amazon Prime Effect: What Customers Want, and What Banks Must Do to Survive in the New Subscription Society
David DeFazio, Partner, StrategyCorps
9:35 a.m – 10:35 a.m.    

MoneyBall for Bankers: The Next Level
Rich Berg, Performance Trust Capital Partners


Tactics for Community Banks to Remain Independent in Today’s Environment
Ernie Panasci, Stinson Leonard Street LLP


The Fintech Experience: A Bank Perspective
Tom Kenning, Alpine Bank

10:45 a.m. – 12:00 p.m.              Transforming Disruption into Opportunity
Roger Amador, Q2
(Moderated Fintech Showcase)
2:30 p.m. – 3:30 p.m

M&A Panel
Moderator: Shawn Ryan, S&P Global Market Intelligence
Accounting: Michael Massey, Moss Adams
Attorney: Ernie Panasci, Stinson Leonard Street LLP
Investment Banker: Jeff Wishner, KBW


Incident Response: Exploring Industry Response to Natural Disaster
Ed Schreiber, Zions Bank


The Secrets of a High-Performing Bank
Shawn O’Brien, President, QwickRate

Tuesday, March 20, 2018

8:30 a.m. – 9:30 a.m. Economic Update
Dr. Peter Rupert
9:30 a.m. – 10:00 a.m. Washington Perspective
Rob Nichols, President & CEO, American Bankers Association
10:20 a.m. – 10:50 a.m. California Bankers Association Annual Meeting
11:00 a.m. – 12:00 p.m.           

Strategies to Address Cybersecurity Risk while Meeting Growing Regulatory Examination Expectations
Laurel Sykes, SVP, Chief Risk Officer, Montecito Bank & Trust


Compensation Challenges and Trends in an M&A Environment
Michael Blanchard, CEO, Blanchard Consulting Group


The Profitable Side of Advanced Liquidity Risk Management Systems (LRMS)
Robert Perry, Principal, ALM & Investment Strategies, ALM First Financial Advisors

2:15 p.m. – 3:30 p.m. Annual Update and Closing General Session
What Matters Most
Hal Elrod, Author