Hosted By:
Utah Association of Financial Services (UAFS)
National Association of Industrial Bankers (NAIB)
Lodging
| Address: The Grand Summit Lodge Resort |
| The Canyons Resort |
| 4000 Canyons Resort Dr |
| P: (435) 615-8040 |
| Group reference code: UAFS If you need help with special meeting arrangements, please contact Aimee McConkie. |
Why
Key Reasons to Participate
-TRAINING for bank presidents, board members, CFOs, CRA officers, legal counselors, government relations directors and other bank officers.
-ACCESS to information on the latest strategies, regulations and trends.
-NETWORK and develop relationships with bankers, vendors, regulators and public officials.
-PARTICIPATE in the Industrial Bank Marketplace and learn about new products, services and information from vendors and exhibitors.
-GATHER industry research and strategy to position your business for the future.
Sponsorship
We invite you to become a sponsor of the industrial bank's premier industry event. This is the place to gain new opportunities, build great relationships, and catch the latest leads in the world of industrial banking.
Click HERE for more info.
Contact
Aimee McConkieNAIB & UAFS
801-355-2821
aimee@uafs.net
Join us at the premier event for industrial bankers and financial service providers. We bring strategic business partners together.
AGENDA
Wednesday, August 15
3:30pm UAFS & NAIB Executive Committee Meeting
Executive Committee Members Only
4:30pm UAFS & NAIB Board Meeting
Board Members Only
6:00 pm Welcome Reception & Dinner (Bank Members & Sponsors)
UAFS & NAIB bank officers, convention sponsors and their invited guests.
Thursday, August 16
Convention Activities (7:30 - 1:00pm)
- Golf Tournament at Mountain Dell (7:30-1:00pm + breakfast and lunch)
- Other Activities: Fly-Fishing, Mountain Biking, Paint Mixer (9:00-1:00pm + lunch)
Training Sessions (2:30 - 5:00pm)
NAIB Marketplace Opens
SESSION I - 3:00pm
- ILC Charters: Options & Considerations (Early Start 2:30pm) Panelists: Perissa Clark - FIDC, George Sutton - Jones Waldo, Raymond Specht - Specht Leadership Consulting, Jerry Oldroyd, Ballard Spahr, Shaun Berrett - UT DFI
- Liquidity and Funds Management Mike Jennings, Senior Examiner, FDIC
- Community Needs Assessment Al Landon - Utah Center for Financial Services, Dan Hadley - Sorenson Impact Center
- Improve End-User Security Awareness Training, Matt Groves - Wasatch Security Awareness
SESSION II - 4:15pm
- "True Lender" and its Impact upon Bank Partnerships Panelists: Reese Howell - Celtic Bank, Leslie Rinaldi - Celtic Bank, Doyle Bartlett - The Eris Group, Paul Allred - DFI, Matt Browning - Snap Finance
- Utah Economic Profile and Reading Tea Leaves, Mark Knold - Senior Economist and Director of the Workforce Research and Analysis Division, Utah Department of Workforce Services, Vicki Giesler - Workforce Development Specialist
- CRA Reform & Strategic Plans, Mike Lapinsky, Review Examiner, FDIC
- What to Know About Regulatory Sandboxes, Panelists: Evan Daniels - Arizona Deputy Attorney General, James Kim - Ballard Spahr, Kelvin Anderson - Consultant, Moderator Tony Kaye, Ballard Spahr
Mountainside Dinner (6:00 - 9:30pm)
- Gondola Ride to Red Pine Lodge (5:30pm)
- Cocktail Reception (6pm)
- Dinner & Music with Nancy Hanson (7:00pm)
- Comedy Show with Dennis Regan (9:00pm)
* Schedule Subject to Change
Nancy Hanson
Singer, Songwriter and recording artisit, Nancy Hanson's nautral sound and rhythm delights audiences. She is a winner of the Telluride Troubadour Contest in 1993.
Dennis Regan
One of America’s top comedians! His sharp wit and brilliantly funny insights into the world around us never fail to keep audiences laughing. He is one of the few comics who have made multiple appearances on both the Tonight Show with Jay Leno and the Late Show with David Letterman. He has also been on Showtime and Comedy Central. Dennis has toured nationally for many years and has headlined large venues and most of the major comedy clubs in the country. He has also worked as a television writer on the CBS sitcom The King of Queens.
Friday, August 17
Plenary Business Session (7:30 - 12:00pm)
Breakfast (7:30am)
Welcome (8:00am)
Charlie Knadler, UAFS President
Utah Department of Financial Institutions Regulatory Updates (8:15am)
Ed Leary, Commissioner, Utah Department of Financial Institutions
FDIC Regional Regulatory Updates (9:00am)
Perissa Clark, Assistant Regional Director, FDIC
What's Next? Industry Outlook (9:30am)
Frank Pignanelli, Executive Director, UAFS & NAIB
NAIB Marketplace Break (9:45am)
Innovation and Financial Technology: Rethink the Banking & Commerce Split (10:15am)
Keith Noreika, Former OCC Chair, Partner at Simpson Thacher & Bartlett
Mark Johnson, Director of Government Affairs at Toyota
- Doyle Bartlett, The Eris Group
- Doug Foxley, National Association of Industrial Bankers
- Mark Johnson, Director of Government Affairs at Toyota
- Rohit Dewan, Director of Public Policy, OneMain
Ray Specht, NAIB President
Networking Luncheon (12:00 - 1:30pm)
* Schedule Subject to Change