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6th Annual Community Bankers Conference

Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence

There is optimism and hope in the community banking industry again. Despite the struggles the industry still faces, there are more catalysts for growth and prosperity than we’ve seen in years, punctuated by the recent presidential election and the prospect of reduced regulation for community banks. In addition, interest rates are finally rising, emerging technologies are now more accessible for community banks and continued disillusionment with big banks means community banks can continue to gain market share. Financial technology partnerships make up some community banks’ best performing portfolios. Various forms of capital are available to community banks and M&A is robust among community institutions. Opportunities are on the horizon, so come celebrate with us in New Orleans as we discuss the many opportunities for the future.

Together in panels, networking events and one-on-one conversations, we will discuss what it takes to lead a high-performing community bank of the future, as well as the operational and financial strategies that are working in a variety of markets across the country now. We won’t dwell on the myriad challenges community banks face, but rather we will focus on solutions, strategies and opportunities that will help you thrive in a changing market.

The conference will take place in the culture-rich city of New Orleans at the JW Marriott, located in the Central Business District near the historic French Quarter steps away from celebrated restaurants, live music venues and all that New Orleans has to offer. Take this opportunity to get away from your day-to-day responsibilities and think strategically about your bank, while also enjoying fun networking events with your peers. Your spouse will want to join you!

We offer unparalleled content from the industry’s leading experts, including executives of high-performing banks, so don’t miss this opportunity to get the insights you need to maximize the performance of your bank. Bring your senior management team and board. The conference offers essential education for executives and the setting is a perfect place to host your board meeting before or after the event.

See what others are saying:

"It was one of the best programs I have attended.”  

"Extraordinary conference ..." 

“Very relevant. Great variety of perspectives on every topic.”


This conference presumes several years of experience working within the banking industry and/or a college-level understanding of the industry structure and economic factors that affect community banks.


Tony Crescenzi
Executive Vice President, Market Strategist and Portfolio Manager
Brian Johnson
Commerce Street Capital
Managing Director
Joshua S. Siegel
StoneCastle Partners LLC
Managing Partner and Chief Executive Officer
Keene Turner
Enterprise Financial Services Group
Executive Vice President & Chief Financial Officer
Guy Williams
Gulf Coast Bank & Trust Company
Chairman, President and CEO
Chad Kellar, CPA
Crowe Horwath LLP

6th Annual Community Bankers Conference Agenda

MONDAY, April 3rd
Agenda is tentative. Please check for updates
12:00 pm
Pre-conference buffet lunch: (Available for workshop attendees and lounge participants.)
01:00 pm
Pre-conference workshop #1 – Commercial track: maximizing volume, loan pricing and total relationship opportunities (For financial institution executives only. Additional fee of $495 applies. Attendance is limited.).
Gita Thollesson, Director, S&P Global Market Intelligence

What you’ll learn during the workshop:

  • • How to win commercial loan business in a competitive environment without sacrificing yield.
  • • How to identify and then execute against repricing opportunities, including price increases, on your existing portfolio without jeopardizing customer retention.
  • • Understand the outlook for loan demand in 2017 and how much of your loan growth will have to come from winning market share from your competitors.
  • • Whether you need to give up credit spread in order to maximize share-of-wallet and if so, how much.

01:05 pm

Pre-conference workshop #2 – Retail track: Transforming Branch Distribution and Implementing the Universal Banker Staffing Model(For financial institution executives only. Additional fee of $495 applies. Attendance is limited).

Ric Carey, Director, Peak Performance Group

Guenther Hartfeil, Director, Peak Performance Group

  • • The “branch of the future.”
  • • Assessing your current network: the right number, the right place, the right mix.
  • • Strategies for analyzing expansion opportunities.
  • • Financial strategies: how to afford the changes needed.
  • • The role of digital: what, where and how.
  • • Staffing strategies: is the Universal Banker role right for your bank?
02:00 pm
Banking solutions lounge
Join S&P Global Market Intelligence banking product experts to preview new product enhancements and get personalized training — all while enjoying lunch and tasty afternoon snacks. Visit the S&P Global Market Intelligence Banking Solutions Lounge anytime between 12 p.m. and 5 p.m. on Monday, April 3, and maximize your investment, both industry and SNL product knowledge, while at the conference.
05:00 pm
Welcome reception
At the conclusion of Monday’s preconference activities, all pre-conference participants, as well as all arriving conference registrants, are invited to attend a networking reception.
07:00 pm
Top 100 bank dinner
Executives from top-ranked banks in the S&P Global Market Intelligence 2016 Bank Rankings will be invited to enjoy fantastic New Orleans cuisine while engaging in intimate discussions with other top performing banks. Attendees will be encouraged to share strategies that have helped them achieve top performance, giving you valuable insights from your peers.
TUESDAY, April 4th
07:30 am

Continental breakfast sponsored by
country club bank

08:30 am
Welcome remarks
Shawn Ryan, Senior Director, Knowledge Center, S&P Global Market Intelligence
JP O’Sullivan, Senior Director, Global Financial Institutions and Real Estate, S&P Global Market Intelligence
08:45 am
Catalysts for community banking
Nathan Stovall, Senior Research Analyst, S&P Global Market IntelligenceIn this session, Nathan Stovall, Senior Research Analyst, S&P Global Market Intelligence, will lead us through proprietary projections for community bank performance and describe what the data tells us are opportunities for the future.
09:15 am
Balance sheet and growth strategies in the current interest rate environment

Sean Doherty, Executive Vice President - Capital Markets, Country Club Bank

Robert Perry, Principal, ALM First Financial Advisors

Keene S. Turner, Executive Vice President & Chief Financial Officer, Enterprise Financial Services Corp.

Nathan Stovall, Senior Research Analyst, S&P Global Market Intelligence (Moderator)
  • ● Deposit strategies that banks are employing: loan to deposit ratios have risen and funding is coming back in focus.
  • ● How to maximize profitability in a low rate environment.
  • ● Identifying opportunities to expand into higher growth markets and lines of business.
  • ● Developing additional fee-based revenue.
10:30 am
Networking break

Sponsored by
ZM Financial Systems

11:00 am
Economic environment update
Tony Crescenzi, Executive Vice President, Market Strategist and Portfolio Manager, PIMCOA look at key economic indicators and what this means for the future operating environment for community banks.
12:00 pm
S&P Global Market Intelligence 2016 Bank Rankings

S&P Global Market Intelligence ranks the top 100 community banks in two categories, banks with $1 billion to $10 billion in assets and banks less than $1 billion in assets. At the conference, we recognize and celebrate those banks that made the prestigious annual ranking in 2016.

12:15 pm

Crowe Horwath

01:15 pm
An update from Washington

Alyson Baker, Partner, Venable LLP

Isaac Boltansky, Senior Vice President, Policy Analyst, Compass Point Research and Trading, LLC

Jeremy Dalpiaz, Assistant Vice President - Cyber and Data Security Policy, Independent Community Bankers of America

Brett Quick, Director, Government Affairs and Public Policy, S&P Global Market Intelligence (Moderator)
A look at policy initiatives coming out of the Trump Administration and what this means for community banks.
02:00 pm
Buy, sell or hold? Capital and M&A considerations

John D’Angelo, President & CEO, Investar Holding Corporation

Kyle Heroman, Associate Director, Sandler O'Neill + Partners

Brian Johnson, Managing Director, Commerce Street Capital

Mark Menting, Partner, Sullivan & Cromwell

Josh Siegel, Managing Partner, Chairman & Chief Executive Officer, StoneCastle Partners, LLC

Nathan Stovall, Senior Research Analyst, S&P Global Market Intelligence (Moderator)
  • • The current environment for community bank M&A: recent valuation multiples and pricing drivers.
  • • Special deal considerations for thinly traded and privately held institutions.
  • • Possible exit strategies for family-owned and closely held banks.
  • • Raising and maintaining access to cost effective capital.
  • • Evaluating all of your alternatives for deploying excess capital: M&A, organic loan growth, dividends and stock repurchases.
03:15 pm
Networking break
Sponsored by
03:45 pm
Preparing for CECL implementation
Chad Kellar, Partner, Crowe Horwath
  • • Strategic planning considerations — what this means to your organization.
  • • Developing an estimate of expected credit losses — illustrative examples.
  • • Introduction to a CECL Transition Framework — risk identification, data inventory, resources, technology and governance.
04:30 pm
Credit risk outlook
Robert Durante, Director, S&P Global Market Intelligence - Global Risk ServicesWhere are we are in the credit cycle? A look at the credit risk profiles of different portfolios: AG, Energy, CRE, Residential and C&I.
05:15 pm
Cocktail reception

Sponsored by

06:30 pm
WEDNESDAY, April 5th
07:30 am
Continental breakfast

derivative path

08:00 am
A new approach to commercial prospecting
Join us as we discuss about some of the problems faced by community banks related to commercial lending and how you can use our Commercial Prospecting solution to help.
08:30 am
Keynote address: What it takes for success
Guy Williams, Chairman, President and Chief Executive Officer, Gulf Coast Bank & Trust CompanyHear from a CEO of a top performing community bank on how to maximize performance in the current evolving environment and in the future.
09:15 am
Culture, compensation and colleagues

Craig W. Hurty, Executive Vice President, Chief Human Resources Officer, United Bank

Susan O’Donnell, Partner, Meridian Compensation Partners

Dan Kaufman, Lead Consultant, Meridian Compensation Partners (Moderator)
  • • How to avoid being the next Wells Fargo — compensation strategies that don’t incentivize bad behavior.
  • • Compensation strategies that can help solve your talent problems.
  • • Developing a high-performance and high-integrity culture.
  • • Using culture to attract the next generation of leaders.
09:45 am
Refreshment break
10:15 am
Driving and preserving profitability with technology

Robb Gaynor, Founder & Chief Product Officer, Malauzai

Joe Lockwood, President & COO, COCC

Drew Sievers, Chief Executive Officer, Trizic

Kristina M. Scott, Chief Risk Officer and SVP, First Southern Bank

Joe Bartolotta, Independent Consultant (Moderator)
  • • Technology that is going to improve the customer experience, driving customer acquisition and retention and increasing revenue.
  • • Understanding your customer: how to identify what technologies they want and whether you buy, build or partner to give them what they need.
  • • Noninterest income opportunities with financial technology partnerships.
11:45 am
Closing remarks
Nathan Stovall, Senior Research Analyst, S&P Global Market IntelligenceNathan Stovall, Senior Research Analyst, will review the key themes and outtakes from the conference
12:15 pm
Buffet lunch
Sponsored by
Reverse Vision

Ticket Info

All Others $1,595
Community Bankers $595

Event location

JW Marriott New Orleans
614 Canal Street
New Orleans, LA, US
+1 (504) 525-6500

Registration Fees

The Regular Rate applies to attendees who are not bank employees or directors of an FDIC-insured financial institution, such as investment bankers, attorneys, accounting firms, other vendors and service providers. If you are an industry participant, but not a banker, you may want to consider becoming a sponsor. Correspondent and wholesale bankers, as well as regulators, FHLBs and GSEs should also register at the Regular Rate. If you are not sure which rate applies to you, contact us at 888-991-7786. SNL reserves the right to verify your company profile and adjust your registration rate if necessary.


We have negotiated an excellent rate of $229 (excluding taxes and fees) at the JW Marriott, it will expire on Monday, March 20th, 2017. The accommodations are not included as part of your registration. To reserve your room at the discounted rate, please call the resort directly +1 (504) 525-6500 and mention the Community Bankers Conference.


Platinum Sponsors

Commerce Street Capital Logo

Crowe Horwath


Gold Sponsor

AML First   country club bank

Cloudflare   derivative path

Reverse Vision      Sandler Oneill


Silver Sponsor

Arthur J. Gallagher & Co   CEIS Review INC

Meridian   ZM Financial Systems

For information on sponsorship opportunities, please contact Brian Hodges at or 434-951-7628.

Downloads & FAQs

2017 Community Bankers Conference Brochure Download our Sponsorship Guide

Who attends?

  • CEOs, CFOs, COOs, and other executives at community banks
  • Board chairpersons and directors
  • Investment banking, legal, strategy, finance and IT advisors to community banks
  • Banking regulators

What is the dress code?

Casual business attire is recommended.

What meals are included?

Your registration fee includes continental breakfasts, lunches and all refreshment breaks. Dinner is also included for Day One of the Conference, as well as cocktail receptions.

Are accommodations included?

We have negotiated an excellent rate at the JW Marriott. The accommodations are not included as part of your registration. To reserve your room at the discounted rate, please call the resort directly and mention the Community Bankers Conference. Additional information about accommodations can be found under the "Event Locations" tab.

Does this program have a 'Satisfaction Guarantee'?

Yes, it's straight and simple. We firmly believe in the content value of this program, and we will refund your registration fee in full if, 1) you rate this program a 1 or 2 (on a five point scale) on the evaluation form distributed at the conclusion of the program, 2) you provide specifics on the evaluation form as to the cause of your dissatisfaction, and 3) you agree to talk with us if we call to discuss how we can improve the program going forward.

What are the terms of registration?

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time. In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.

Continuing Education Credits

12 Hours of Continuing Education Credit
As a participant in the CFA Institute Approved-Provider Program, SNL Knowledge Center has determined that this program qualifies for 12 credit hour(s). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
14 Hours of CPE Credit
Participants who complete this program qualify for 14 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. The Knowledge Center is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: