Event Calendar

Tuesday, July 13, 2021

Hot Topic Executive, Director, and C-Suite V-Con

Start Date: 7/13/2021 7:30 AM MDT
End Date: 7/16/2021 8:15 AM MDT

Organization Name: Independent Bankers of Colorado

Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (303) 832-2000

Attend this Bank President, Director, C-Suite live virtual webinar series to learn best practices and solutions for community bank success in 2021 and beyond. As a leader for your organization and your team, these sessions will help you effectively lead and carry out your role. Throughout this multi-day series, you will gain insight from subject matter experts and community bank partners. The early start allows you to receive the information you need in a timely fashion and then move forward with your day.
Tuesday, July 13
7:30-8:15 a.m.        Balance Sheet Issues and Answers for 2021
The year is developing as a better-than-expected opportunity for investment portfolios. Rates are higher, and the interest rate curve is steeper, than recent history. Liquidity remains high, and the Fed appears to be on hold for some years to come. We will analyze the current make-up of a typical community bank portfolio and will make some observations about currently popular securities, some of which are non-traditional.
                               James L. Reber, CPA, CFA, President and CEO ICBA Securities
8:15-8:30 a.m.        Break
8:30-9:15 a.m.        Including Business Continuity and Resiliency to
your Strategic Planning
With the 2019 Business Continuity Management change by the FFIEC, the expectations for resiliency in business continuity has changed. Strategic planning is now part of Business Continuity Management, but it could be better said that business resiliency is part of strategic planning. We will delve deep with Anne and Jim to discuss how and why business continuity and resiliency should be part of your strategic planning.
Anne Benigsen, Senior Vice President-Chief Information Officer & Chief Information Security Officer, Bankers’ Bank of the West and President, CivITas Bank Solutions, A Bankers’ Bank of the West Bancorp Inc. Subsidiary and Jim Swanson, Principal, Bank Strategies
Wednesday, July 14
7:30-8:15 a.m.       Surf’s Up!: take-aways from a growing merger wave
Discussion of recent M&A structures and valuation trends, including characteristics of bank buyers and sellers and how those characteristics impact deal valuations. We will also discuss considerations for community banks in Colorado specifically and expected market deal trends.
Christian Otteson, Partner, Otteson and Shapiro LLP and Adam Keefer, Managing Director, Piper Sandler & Co.
8:15-8:30 a.m.        Break
8:30-9:15 a.m.        Strategic Considerations
Topics to be covered may include credit administration, risk mitigation, regulatory expectations, loan underwriting, portfolio management, ALLL and critical elements of problem loan management.
Sarah Paxton, Audit Senior Manager and Steve Krase, Loan Review Senior Management, Crowe
Thursday, July 15
7:30-8:15 a.m.        New Administration, New Congress = New Policies
– Federal Legislative Update
2021 began with a new Administration, new Congress, and a shift in the balance of power in Washington, presenting new opportunities and challenges for community banks. Susan Sullivan and Mark Scanlan, ICBA, will discuss the state of play in Washington, this year’s hot button issues, advocacy efforts on key legislative issues, and why community banks hard-earned reputation for bipartisan solutions is more important than ever.
Susan Sullivan, Vice President, ICBA and Mark Scanlan, Senior Vice President, ICBA
State Legislative Update
Mike and Mary will share highlights from the 2021 legislative session and how it may impact you and your organization.
Mary Marchun, Founding Partner, The Capstone Group and Michael Van Norstrand, Executive Director, Independent Bankers of Colorado
8:15-8:30 a.m.        Break
8:30-9:15 a.m.        Outsmart the Crook – Loss Prevention and Best
Don’t let your bank fall victim to a fraudulent instruction or social engineering attack. Not only can successful attacks cause your bank and its customers to lose hundreds of thousands of dollars, they can also cost the bank key relationships and even lead to regulatory sanctions. Discover the ways crooks try to take advantage of employees and learn how to stay a step ahead.
Tracey Santor, Product Manager for all Financial Institution Bonds, Travelers, Bond & Specialty Insurance  
Friday, July 16
7:30-8:15 a.m.        Vendor Management: Legal Overview
During this session, we will review the vendor management cycle from risk assessment to due diligence to contract management.
Karen Neeley, General Counsel, Independent Bankers Association of Texas

All bank team members, whether a novice or seasoned, will discover new tools, tips, and techniques to become more proficient in these Microsoft software programs.

Registration Pricing
IBC Education Member  
First registrant $200
Additional registrants $150
Unlimited registrants $450
IBC Member  
First registrant $300
Additional registrants $250
Unlimited registrants $750
IBC Non-members  
First registrant $600
Additional registrants $550
Unlimited registrants $1,650
Registration fee is per person. The webinar will be conducted via GoToWebinar. To register click here, use this link: or complete the below registration form. You will receive connection information prior to the program. Registration deadline is one week prior to the offering. Cancellation Policy: Written cancellation (email acceptable) must be received on or before Friday, July 2, 2021, and will be subject to a $75 cancellation fee. NO refunds will be granted after Friday, July 2, 2021; however, a substitute may attend. IBC reserves the right to cancel any program for which there is insufficient funds to cover the expense of the program. In the event of cancellation by IBC registration fees will be refunded.

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