In Person
Ritz-Carlton Dallas, Las Colinas - May 18, 2025
Community Bankers Conference 2025
On the Edge of Action Community Bankers Conference 2025 May 18-20, 2025 Ritz-Carlton Dallas, Las Colinas REGISTER NOW Reserve your place today! Days Hours Minutes Register Now Register Now On this page Summary Advisory Board Why Attend? Agenda Speakers Pricing Venue Sponsors Related Content FAQs On this page Summary Advisory Board Why Attend? Agenda Speakers Pricing Venue Sponsors Related Content FAQs Summary For the last 13 years, the Community Bankers Conference, created by SNL Financial, has been the premier forum at which influential executives, board members, investors, technology providers, and advisers put forward their visions, views of the strategic issues facing community banks, and actions for success. Through panel discussions, networking events, and one-on-one conversations, you'll walk away with solutions for today and a vision for tomorrow. Discuss strategy, differentiation, and performance, while listening to in-depth presentations and networking with peers. In addition, celebrate the Top Community Bank winners and enjoy a unique opportunity to learn from the best. Elevated deposit costs and fixed-rate loans originated in a lower interest rate environment dampened banks? net interest margins in 2024. While 2024 proved to be a challenging year, reasons for optimism surfaced in Q4. The Fed?s pivot to lowering interest rates and the ushering in of a new Presidential Administration present opportunity for margin expansion and reduced regulatory burden. With tailwinds expected to accelerate community bank performance in 2025, join as we discuss the factors that place community banks on the edge of action toward renewed profitability in 2025. Community banks continue to serve as the anchors of financial access and wellbeing in their communities, so we look forward to engaging in substantive conversations around the strength of community banking. Now is the time for community bank executives to meet with their?peers and?most trusted advisors in the industry to gain insight into how to best position their institutions for success going forward. Join S&P Global Market Intelligence for an information-packed event focusing on the outlook for future profitability and different ways that community banks can respond to the market forces that continue to reshape the industry. Advisory Board James Beckwith President & CEO, Five Star Bancorp, $3.8B, CA Mary Jayne Crocker EVP & Chief Strategy Officer, Bridgewater Bank, $4.7B C.K. Lee President & CEO, Interbank, $4.5B Jamie Lipe SEVP and CFO, First State Community Bank, $4B, MO Trey Maust Executive Chairman, Lewis & Clark Bank, $371M SouthState Bank Chris Nichols Director of Capital Markets Krista Snelling President & CEO, Santa Cruz County Bank, $1.8B, CA Siya Vansia Executive Vice President and Chief Brand and Innovation Officer, ConnectOne Bank, $9.6B, NJ Why Attend? Join us in May to gain important insights as you take steps to move your business to the next level. Bankers as Speakers Panels include bank executives providing practical views and insights on performance metrics and growth opportunities. Access to the Investment Community Hear from prominent thought leaders and investors in the financial services industry and talk with them one-on-one at the conference. Top Community Bank Attendees Banks from Market Intelligence's Top Community Bank rankings are in attendance, giving you an opportunity to gather ideas from other successful executives. In Person Meet new prospects, reconnect with peers and partners, and get networking opportunities you won't find virtually. S&P Global Research Analysts Engage with S&P Global Research analysts to share ideas and perspectives. Efficient Use of Time Well-attended, but not too big. The entire event offers a great exchange of information, is well organized and executed, and focuses specifically on community banks. Agenda *Agenda is subject to change. Sunday, May 18, 2025 Monday, May 19, 2025 Tuesday, May 20, 2025 Sunday, May 18, 2025 Monday, May 19, 2025 Tuesday, May 20, 2025 4:00pm - 6:00pm Poolside Welcome Reception 8:00am Networking Golf Tournament As a prelude to the program, arrive early to participate in a fun preconference golf tournament. This 18-hole, par-70 course pairs championship-level play with priceless views of surrounding wildlife. Groupings will be communicated closer to the event. Participation in this tournament is an additional $50 fee (club rental not included). 1:00pm Registration Open, Light Refreshments 3:00pm Welcome Remarks Maureen McKenna, Head of Partnerships and Business Development, S&P Global Market Intelligence Jimmy Pittenger, Senior Director- Global Head of Commercial Banks, S&P Global Market Intelligence Sponsor Introductions All sponsors are invited on stage to introduce themselves and their services for banks 3:30pm State of Community Banking Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, will provide an overview of the operating environment and the outlook for community bank profitability and bank strategies going forward. Nathan Stovall, Director, Financial Institutions Research, S&P Global Market Intelligence 4:00pm High Performing Bank Roundtable During this session, we will talk with bankers who have achieved high performance in the last year and discuss what business models and strategies are helping them achieve outperformance. Andrew Sagliocca, Vice Chairman, CEO and President, Esquire Bank Zain Tariq, Senior Analyst, FIG Research, S&P Global Market Intelligence (moderator) 5:00pm Top Community Bank Awards Each year, S&P Global Market Intelligence ranks the top community banks in two categories ? banks with $3-10B in assets and banks with less than $3B in assets. We will recognize and celebrate those banks that made the prestigious annual ranking for 2024. 5:30pm Welcome Reception All conference registrants are invited for cocktails and hors d'oeuvres and to meet with the event speakers and other attendees. 7:00pm Top Community Bank Dinner (by invitation only) Executives from top-ranked banks in the S&P Global Market Intelligence 2024 Bank Rankings will be invited to enjoy fantastic cuisine while engaging in intimate discussions with other top-performing banks. Attendees will be encouraged to share strategies that have helped them achieve their status, offering valuable insights from peers. The 2024 Top Bank Rankings will be announced in March 2025. 7:00am Registration and Continental Breakfast 8:00am U.S. Economic Outlook During this session, we?ll explore the outlook for rates, economic growth, and impacts of fiscal policy on the U.S. economy, and what this means for the operating environment for community banks. Outlook for Fed policy, short-term rates, and continued quantitative easing What are the biggest threats/catalysts to the economy? How will the new Administration and U.S. fiscal policy impact the economic environment? Dr. Lindsey Piegza, Chief Economist, Managing Director, Stifel Financial 8:45am On the Edge of Action: Capital and M&A Projections U.S. bank M&A activity has been anemic the last several years amid intense economic uncertainty and regulatory scrutiny. But it?s widely believed that the Trump Administration will take a friendlier posture towards regulation and bank M&A and allow for deal activity to accelerate. Meanwhile, more banks are taking advantage of higher valuations by raising capital to fund M&A, better position their balance sheets or give themselves greater strategic optionality. Investors are returning to the bank space after exiting after the 2023 failures and liquidity pressures. During this session, we?ll discuss: Current drivers of community bank valuations Outlook for bank M&A and capital raising activity Headwinds and catalysts for deal activity What strategies do investors want to see bank management teams employ, and pitfalls to avoid Ken King, Founder and CEO, KSK Investors, LLC Nathan Stovall, Director, Financial Institutions Research, S&P Global Market Intelligence (moderator) 9:30am Networking Break 10:00am Balance Sheet Management Best Practices and the Outlook for Credit During this session, we?ll consider how banks should approach managing their balance sheet as the Fed lowers rates and capitalize on the opportunity to grow margins. We?ll also evaluate the outlook for credit quality and key strategies for optimizing your balance sheet position. How to grow deposits absent fintech partnerships Pricing best practices both on loans and deposits Hedging strategy and tools Scott Hildenbrand, Chief Balance Street Strategist, Piper Sandler Joe Kennerson, Managing Director, Darling Consulting Group 11:00am Optimizing Customer Pricing and Profitability How to determine profitability of accounts and relationships Best practices in capturing the full client relationship through integrated pricing Behavior segmentation Delivering the data to your front lines Mac Thompson, Founder and CEO, White Clay 11:30am Lunch 12:30am Fireside Chat: The Impact of the Trump Administration on Banking Policy and Regulation Optimism abounds that the Trump Administration policies will benefit the banking industry and regulatory burden will ease. In this session, we'll examine what we?ve learned in the first few months of the Trump Administration and what that means for potential regulatory posture over the next few years. In addition, we?ll discuss key issues that could have a profound impact on banks? operations including section 1071, 1033 and the new CRA rules and look at other hot-button issues that have surfaced during recent examinations. Jelena McWilliams, Managing Partner, Head of Financial Institutions Practice, Cravath 1:15pm Blocking and Tackling: Execution Excellence to Drive Efficiency At the end of the day, a bank?s profitability is driven by how well they can execute proven strategies. As banks have implemented more technology over the last few years, now is the time to ensure they are leveraging it to its fullest and driving efficiency rather than overhead. This discussion will focus on technology and tactics that can make both customer-facing and back-office processes more efficient. 2:15pm Refreshment Break 2:30pm What You Need to Know: Leveraging Automation and AI in Banking We?ll break through the hype around AI and offer concrete ways to leverage automation intelligently at your bank. Chris Nichols, Director of Capital Markets, SouthState Bank 2:50pm Networking Break 3:20pm Facilitated Roundtable Discussion Breakout Sessions Fraud ? Fraud is one of the biggest threats in banking today. Engage in conversations with your peers, led by industry experts, about what tactics community banks can employee to combat fraud and compete with larger banks in this area. Succession Planning and Leadership in Banking ? As the industry ushers in a new generation of bank leaders, what characteristics and strengths does a bank leadership team need to have? Engage in conversations with your peers, led by industry experts, around succession planning and the leadership qualities needed to run a bank in today?s environment and in preparation for the future. Brandon Biegenzahn, President, Executive Search, McDermott & Bull 4:15pm From the Horse's Mouth: A Conversations with Our Customers Join us for a panel discussion with bank customers, as well as review S&P?s proprietary voice of the client research to examine what businesses and customers want to get out of their banking relationships, why they bank locally and with a community bank, ultimately highlighting the strength of community banking to end the Conference. T. Dupree Scovell, Managing Partner, Chief Investment Officer, Woodbine Development Corporation Chris Linteris, CFO, Wonder Meats, Inc. Chris McDonnell, Head of CCB Banking Analytics, Coalition Greenwhich (moderator) 5:00pm Networking Reception Gather for drinks to dig deeper through personal conversations with speakers, sponsors and S&P Global subject matter experts. 7:00pm Dinner and Afterparty Join us Tuesday evening for a networking dinner, the perfect setting to foster connections, exchange ideas, and build valuable relationships. After dinner, the evening continues with an after-party. Stay tuned for more details on this year?s fun theme! Speakers McDermott & Bull Brandon Biegenzahn President, Executive Search Piper Sandler Scott Hildenbrand Chief Balance Sheet Strategist View Profile Darling Consulting Group Joe Kennerson Managing Director KSK Investors, LLC Ken King Founder and CEO Wonder Meats, Inc. Chris Linteris CFO Coalition Greenwhich Chris McDonnell Head of CCB Banking Analytics View Profile Cravath Jelena McWilliams Managing Partner, Head of Financial Institutions Practice View Profile SouthState Bank Chris Nichols Director of Capital Markets View Profile Stifel Financial Dr. Lindsey Piegza Chief Economist, Managing Director View Profile Esquire Bank Andrew Sagliocca Vice Chairman, CEO and President Woodbine Development Corporation T. Dupree Scovell Managing Partner, Chief Investment Officer View Profile S&P Global Market Intelligence Nathan Stovall Director, Financial Institutions Research View Profile S&P Global Market Intelligence Zain Tariq Senior Analyst, FIG Research View Profile White Clay Mac Thompson Founder and CEO View Profile Pricing Registration Fees: COMMUNITY BANKER RATE: STANDARD RATE: GUEST REGISTRATION: Register Now Current clients include any firm that currently subscribes to products/services offered by S&P Global Market Intelligence, excluding other conferences and training classes. The standard rate applies to attendees who are not bank officers or bank directors of an FDIC-insured financial institution, such as board advisors/observers, investment bankers, correspondent and wholesale bankers (even if part of an FDIC-Insured Financial Institution), attorneys, accounting firms, and other vendors and service providers. S&P Global reserves the right to verify your company profile and adjust your registration rate, if necessary. Guest registration includes access to the Community Bankers Conference cocktail receptions, afterparty and dinner only. A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker (even a family member co-worker) or an associate within the financial services industry is not considered a guest and should register as an attendee. Venue The Ritz-Carlton Dallas, Las Colinas 4150 N MacArthur Boulevard Irving, Texas 75038 The group rate at the Ritz-Carlton Dallas, Las Colinas is $329 per night plus taxes and fees. The hotel booking deadline is April 18, 2025. Book Now Sponsor Platinum Gold Become a Sponsor Demonstrate your strengths, raise your company profile, and maximize your ROI as we bring key industry players and decision-makers to you. At the S&P Community Bankers Conference, each sponsor has the opportunity to showcase their products and services and distinguish themselves from the competition. We offer a full range of opportunities and packages and can even tailor solutions to suit your needs. Contact us to start a conversation about your goals and how you can lead the pack as an event sponsor: Elise Maddaloni elise.maddaloni@spglobal.com Related Content FAQ How do I register? Online through this registration link Are there sponsorship opportunities? Yes, we offer a variety of standard and tailor-made sponsorship opportunities to fit your marketing and business-to-business needs ? and your budget. Please reach out directly to the Business Development Manager for this event: Elise Maddaloni elise.maddaloni@spglobal.com Are press passes available? Yes, we allow accredited media writing on behalf of major industry publications to cover the event at no charge. Please reach out to the contact below for press pass approval: Amanda Oey: Amanda.Oey@spglobal.com What if I am no longer able to attend? We're happy to transfer your registration to a member of your organization at no cost, up to 2 business days before the event. Requests must be received in writing via email to GlobalEvents@spglobal.com and are subject to approval. If you're not able to attend or send a colleague in your place, you will have the opportunity to receive a refund as noted in our cancellation policy. What if I need to cancel my registration? You MAY be eligible to receive a full or partial refund if the following conditions apply: Full Refund: If the event is cancelled due to inclement weather, faculty cancellation or force majeure, S&P Global (SPG) will refund the registrant's tuition in full, however SPG will not be liable for incidental or consequential out of pocket expenses incurred by registrants. Partial Refund: If you cancel ten business days or more prior to the start of the program, you will receive a refund of the program fee less a $150 administrative fee. You MAY NOT receive a refund if the following conditions apply: No Shows: If you do not attend the program, you are responsible for the full program fee and will not receive a refund. Late Cancellation: If you cancel fewer than ten (10) business days before the start of the program, you are responsible for the full program fee and will not receive a refund. Those who cancel within ten (10) business days of the program and have registered under the Invoice option remain liable for the full program fee. Terms of Registration SPG, its affiliates, and third-party providers offer these programs with the understanding that SPG is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPG reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPG prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPG reserves the right to decline registrants at any time for any reason.
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