Convention Agenda
September 16
4:30 PM-6:30 PM
Pre-Convention Kick-Off at Dry Fly Distilling — Tasting Experience
Experience a guided tasting of three flagship Dry Fly spirits, a distillery tour and appetizers. RSVP required.
6:30 PM-10:00 PM
Dinner on Your Own
September 17
9:00 AM-3:00 PM
Golf Tournament at The Creek at Qualchan Golf Course
Golfers of all levels welcome. We play “best ball,” so everyone can play. 9:00 AM shotgun start. Lunch is included.
5:30 PM-7:00 PM
Trade Show and Reception
7:00 PM-8:30 PM
Dinner and Sandy Hackett Comedy
Sandy Hackett was inspired by his legendary father, Buddy Hackett, and is a comedian, actor, writer, producer, and speaker. He produces and stars in the critically acclaimed “Sandy Hackett’s Rat Pack,” currently in its 16th season. He created and hosted “Sandy Hackett’s Talent Showcase,” featuring performances by Howie Mandel, Andrew “Dice” Clay, Drew Carey and many others.
September 18
8:00 AM-8:05 AM
Welcome
8:05 AM-8:55 AM
Independence, Directors & Shareholders — Everything You Need To Know
Philip Smith, Gerrish Smith Tuck
The fight for independence starts with a well-structured board of directors that understands their fiduciary obligations and meets shareholder needs. Get key takeaways on practical steps to improve board function and governance, shareholder liquidity, and the steps and tools needed to fight for your independence.
9:00 AM-10:00 AM
Grass Tops Advocacy — Building Strategic Relationships
Hannah Cooper, ICBA, and Brad Tower, CBW Lobbyist
Explore the power of grasstops advocacy as a necessary strategy for all banks. Get practical steps for fostering these relationships and leveraging them effectively to influence public policy that affects your bank.
10:00 AM-11:00 AM
DFI Update
Charlie Clark
11:00 AM-11:50 AM
Breakout Sessions
Breakout 1 — FAN Members Only
Exclusively for members of CBW Financial & Accounting Network (FAN)
Breakout 2 — Municipal Lending Is Easier Than You Think
Lance Holman, Holman Capital
12:00 PM-1:15 PM
Lunch
Life After Congress and Inspiring America’s Future Leaders
Cathy McMorris Rodgers
Former Congresswoman Cathy McMorris Rodgers has launched the Cathy McMorris Rodgers Leadership Institute to cultivate leaders who embrace the American dream of freedom, faith, free markets and free speech. Through education, mentorship and hands-on initiatives, these leaders will be equipped with the courage and clarity necessary to confront today’s challenges and the moral strength to lead.
1:30 PM-2:00 PM
Your Voice in D.C.
Mike Burke Jr., ICBA
2:00 PM-3:00 PM
It’s Not Cyber, It’s Social
Mike Burke, Shazam
Learn to identify and define social engineering, whether it’s client social or staff social. Mike Burke will provide current statistics and examples to keep you in the know on social engineering red flags.
5:30 PM-7:00 PM
Trade Show and Reception
7:00 PM-8:30 PM
Dinner and Speaker
Jason Rantz
Jason Rantz is Seattle’s fresh, contemporary conservative voice. Young and urban, passionate and bold, Rantz is outnumbered by the progressive chorus, yet refuses to ignore the conservative principles at the core of America’s greatness. Prolific on-air and online, Rantz knows he’s outnumbered in Seattle, but he’s never shy to be outspoken about it. He is a frequent Fox News guest and author of “What’s Killing America.”
September 19
8:00 AM-8:30 AM
CBW Annual Meeting
8:30 AM-9:25 AM
Washington Legislative Update
Brad Tower, CBW Lobbyist
9:30 AM-10:25 AM
Consumer Liquidity
Tim Barrett, Velocity Solutions/CSI
Bankers strive to balance the three pillars of a complete consumer liquidity program: service, revenue and compliance. Winning requires fair, affordable and convenient options for short-term liquidity, including a fair overdraft program and responsible short-term loans. We will cover innovative, successful overdraft strategies that offer top-tier, customized liquidity service to your clients — and are defensible to your examiners.
10:30 AM-11:30 AM
Challenges Ahead in Payments
Jacob Eisen, ICBA Payments
ICBA Payments CEO Jacob Eisen discusses the challenges ahead in the payments landscape, how to address those challenges and how it will benefit community banks.
11:30 AM-12:00 PM
Prizes and Adjourn
