Custom Conference Detailed Agenda



This agenda will help you quickly find what sessions are provided on what dates and details about each one!  Curious about the speakers?  See the Custom Conference Presenters page for introductions to every speaker on the agenda. Click here to register. 

Questions, call Amy Davis, MBA Senior Vice President at 601-709-3733 or email

Monday, June 1 @ 2 pm

Attendee’s Convocation - Economic Update:  What Bankers Need to Know
Steve Otto, Federal Home Loan Bank of Dallas
Comments by:  Chris Finnegan, FDIC and Rhoshunda Kelly, Acting Commissioner, Mississippi Department of Banking and Consumer Finance

Tuesday, June 2 @ 10 am
Bank Management Track
A Director’s Role in Today’s Changing Banking Environment
Peter Weinstock
Technology now permeates all areas of your institution.  Creating a separate technology strategy no longer makes sense.  Instead, attention to technology must be included in the strategies for all functional areas of your bank.  This session will look at ways to do this, while de-mystifying technology for your Directors and non-technical managers.

Tuesday, June 2 @ 2 pm
Technology Track
Integrating Technology with your Enterprise Strategy
Trent Fleming
Historically, banks have had two strategic plans: an enterprise, or business plan, and a separate technology plan. This is no long a tenable position, as technology now becomes the driving force behind most strategic initiatives. This session discusses methods of integrating technology planning into your enterprise planning efforts, providing insight to senior managers and executives as to the increasingly visible and important role technology plays in the banking environment. Topics include selected new technologies, negotiating and managing vendor relationships, merger and acquisition planning, managing operations and technology staff, and engaging with customers to maintain strong relationships via electronic channels.

Wednesday, June 3 @ 10 am
Communications Track
Digital and Video Marketing
Tyler Raborn
Marketing is changing. Gone are the days of only needing to understand 5 advertising mediums—television, print, direct mail, outdoor, and radio. Websites are the new brick and mortar. Digital videos are a new way of communicating with potential customers. Digital advertising campaigns can be tracked and monitored in real time. With so many cost-efficient marketing channels, it’s important to understand your options and what could potentially be most effective for your bank. In this session, we’ll explore different digital advertising channels, as well as talk about the importance of video for your bank. 

Wednesday, June 3 @ 2 pm
Bank Management Track
Primer for Managing a Distributed Workforce
Trent Fleming
Having a few folks occasionally work from home is a far cry from having most of your staff working from home.  Recent events have pushed us into situations that we perhaps weren't prepared for.  Join us to address key issues around managing a distributed work force, including infrastructure, tools, and management techniques for crisis situations.  We will also envision and discuss preparation for the workplace of the future which might include fewer on-premises staff across your organization.

Thursday, June 4 @ 10 am
Communications Track
Crisis Communications for Community Banks
Tyler Raborn
When an employee posts something inappropriate on social media, when a customer leaves negative reviews and bombards your social media with negative—potentially false—comments, or when a pandemic strikes and all of your branches close their lobbies, what do you do? How do you respond? Who approves your response? What does that process look like? What should you, and what shouldn’t you, address in your communications? In this session, we’ll help you begin to form processes to improve your PR efforts in crisis communication situations. 

Thursday, June 4 @ 2 pm
Information Security Officer Track
Vendor Management in the Cybersecurity Age
Tom Hinkel
Third party risk, also referred to as “inherited” risk, is the single largest source of non-preventable risk to financial institutions. Outsourcing has become more commonplace, and as a result, regulators are scrutinizing your vendor management practices now more than ever. In this session, Tom will discuss:

  • The intersection of vendor management and cybersecurity
  •  Definition of “vendor” – vendor vs. service provider
  •  The latest regulatory expectations for vendor management
  •  Risk Management Controls: SOC Reports & Vendor Regulatory Reports
  •  5 vendor management steps to take now

Monday, June 8 @ 10 am

Technology Track
A Solution to the New Disaster Recovery Dilemma
Brit Boatright
A global Pandemic has broken out infecting thousands in your local community. How do you protect your staff and clients as well as continue to keep your financial institution operating with the critical money supply flowing?
  The most well-prepared financial institutions were those that had invested in the latest automated teller technologies (Interactive/Video/Personal Teller Machines).  We will review the process from evaluating equipment providers, IT requirements, drive through/canopy modifications, to overall cost and ROI strategies. 

Monday, June 8 @ 2 pm
Keynote Program
Managing the New Normal
Jojo Adams, Jones Walker Law Firm; Emily Barr, Watkins and Eager; Andy Williams, BKD, LLC
In the session, the panel will address topics such as how to manage employee who are working remotely, retaining employees during and after the pandemic, telecommuting and tax credits relating to the CARES Act. 

Tuesday, June 9 @ 10 am
Information Security Officer Track
Role of ISO During Crisis
Tom Hinkel
From evaluating the impact, to coordinating the response, to documenting and reporting, the Information Security Officer (ISO) plays a key role in all recovery events, including Pandemic. Once things get back to normal, what will regulators most like to see in your post-COVID 19 action plan? In this session we’ll review the ISO responsibilities, including regulatory expectations and best practices. We’ll also explore the connection between business continuity and incident response and look ahead to lessons learned.

Tuesday, June 9 @ 2 pm
Human Resources Track
Difficult Conversations
Jackie Rolow
Conflict is inevitable — in work and in life. Managers must address performance issues, and colleagues with competing priorities must figure out how to work together. These situations call for having tough conversations. Hear how to conduct tough conversations, build communication skills and enhance relationships — leading to better business performance. Identify underlying differences in work styles, goals and power dynamics to change the way you view conflict. As a bonus, receive practical tools to help you prepare for your next difficult conversation and make sure you choose words that won’t alienate the other person.

Wednesday, June 10 @ 10 am
Human Resources Track
Record Retention:  Paper to Electronics
Phil Buffington, Paul Carrubba and Scott Jones
This session will address some of the important issues and obstacles facing financial institutions on their way to going paperless. Including: Legal requirements of Retention; Litigation – e-discovery; Government Investigation; Compliance; BSA Record Retention Requirements; Federal Regulation; Federal Reserve Requirements; State Banking Regulations; Customer Requirements; Business Requirements; ESIGN ACT and Notary; Online Account Opening; eStatements; Disclosures (Reg e, Reg z, Reg dd, etc); Electronic Loan Documentation ; Guidelines for going paperless

Wednesday, June 10 @ 2 pm
Human Resources Track
Workplace Violence from HR Perspective
Carol Dodgen
“This is what keeps me up at night.”  Carol Dodgen has heard these words more than once from human resource managers about her topic of workplace violence. How many people are currently contemplating committing an act of violence in your workplace? Preventing these acts is much preferred and more cost-effective than cleaning up afterwards. It is essential that we train employees to recognize pre-incident indicators and report them before an act of violence occurs, but it is also critical to have a plan in place to respond should the unthinkable happen. In this session, we will analyze recent cases to identify unheeded warnings, and then identify measures and procedures that either were not in place or were ignored. Participants will have a clear understanding of the existing violence problems, ways to recognize warning signs, prevention policies and methods, and the importance of planning for the worst.

Thursday, June 11 @ 10 am
Security Track
Mail Crimes
Dwayne Martin
What are Postal Inspectors?  The presentation covers the criminal investigations done by postal inspectors and how they can help other law enforcement and financial institutions prevent and prosecute financial crimes.

Thursday, June 11 @ 2 pm
Security Track
Cybersecurity Threats & Risks
Johnny Sanders
We will take a look back at 2019 breach data to learn from past mistakes. We will discuss cyber threats and the important process of risk assessments, as well as management’s role in determining if the controls currently in place reduce risk to an acceptable level. We will also discuss the employee’s role in identifying and reporting risks and incidents to stakeholders

Friday, June 12 @ 10 am
Technology Track
CORE Processor
Michael Carter & Bret Herbert
Core processing is one of the most critical areas of a bank. This back-end system processes daily banking transactions, and posts updates to accounts and other financial records. In addition, this vital banking systems typically includes deposit, loan and credit-processing capabilities, with interfaces to general ledger systems and reporting tools. An outdated core solution can impact customer service across nearly every channel within a financial institution.  Yet, replacing a core system is a major undertaking referred to by some bankers and industry analysts as similar to open heart surgery for a person.  This session will include a review of technology trends in the industry impacting core processing, new core providers entering or already in the market, and best practice methodologies for evaluating, scoring, choosing, and negotiating with a core provider. 


Click here to register.