Tuesday, September 12-14, 2017
Add to Calendar 


The Homestead Resort

700 North Homestead Drive

Midway, UT 84049



Address: Homestead Resort
700 North Homestead Drive
Midway, UT 84049
P: 435-654-1102
Group reference code:  –  UAFS
Group Rate:  $129 – $159 range
If you need help with special meeting arrangements, please contact Aimee McConkie.


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.


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.


Aimee McConkie 

Join us at the premier event for industrial bankers and financial service providers.  We bring strategic business partners together. 


Tuesday, September 12



NEW! CIBFS Conference will be held in conjunction with UAFS & NAIB Annual Convention.

The Center for Innovation in Banking and Financial Services (CIBFS) generates research that provides unique insights on trends  and challenges facing the  financial service marketplace. CIBFS focuses on research initiatives that shape the quality and effectiveness of industry regulation and promotes industry innovation that ultimately improves the financial health of U.S. consumers and businesses.

The center is a partner with the Lassonde Entrepreneurial Institute and the David Eccles School of Business at the University of Utah.


 CIBFS Conference 

10:00am Welcome (Troy  D'Ambrosio, University of Utah)

10:10am Keynote: Brokered Deposit Project (Dr. James Barth, Auburn University)

11:10am Mini Keynote: Building a Case for National Digital Currency (Brian Cummings - CEO Alta Innovation Institute)

11:30am Lunch & CIBFS Research "Poster" Show

  • Moral Foundations Theory Analysis of FDIC Public Ruling, Jesse Graham
  • Too Small to Fail, Kristin Bain
  • Understanding the Role of Overconfidence in Small Business Lending: Will Artificial Intelligence Replace Human Judgement? Nathan Meikle
  • Gamification in Financial Services, Dan Shannahan
  • Explaining Bitcoin and Crypto Currency, Mitchell Wulfman
  • Applying Social Estimation Research to Bank Decision Making, Bryan Bonner video presentation
  • Rethink the Bank - Financial Innovation Tournament 
  • Internships and Banking Curriculum, Sandra Octaviani 
  • Building a Case for National Digital Currency, Brian Cummings
  • Community Engagement and Bankers' Decisions, Jared Poole

1:00pm Keynote: Shape of Things to Come...Future of  Fintech (John Lass, Lass Advisory Services)

2:30pm Break 

2:45pm Keynote: ILC Supporting America's Financial System (Dr. James Barth, Auburn University)

3:30pm CIBFS Conference Concludes

UAFS & NAIB Meeting & Dinner

 3:30pm UAFS & NAIB Executive Committee Meeting
Executive Committee Members Only

4:30pm UAFS & NAIB Board Meeting
Board Members Only

6:00pm Welcome Dinner for UAFS & NAIB Bank Officers, Convention Sponsors and invited guests


Wednesday, September 13

Convention Activities (7:30 - 1:00pm)

  • Golf Tournament at Homestead Resort (7:30-1:00pm + breakfast and lunch)
  • Choose an Activity: Fly-Fishing, Horseback Riding, ATVs, River Rafting (9:00-1:00pm + lunch)

Convention Training Sessions (3:00 - 5:00pm)

Session I  3:00pm

  • Fair and Responsible Lending...What's on the Horizon - Larry Dingivan Zions Bancorporation & Anthony, Kaye Ballard Spahr  (Board/Executive)
  • Brokered Deposit Roundtable  - Dr. Jim Barth, Auburn University (Executive, CFO, Treasurers)
  • Future of  Financial Services - John Lass, Lass Advisory Services (CFO)
  • CRA Regulatory Hot Topics - Matt Sheeran & Lorrie Wang, FDIC (CRA/Compliance)

Convention Marketplace Break 4:00pm

Session II  4:15pm

  • Risk Governance & The Board of Directors’ Role - Catherine Bromilow, PWC  (Board/Executive) 
  • US Liquidity Regulations: Overview and Future Impact - Novantas (CFO/Treasurers/Vendors)
  • Cyber Security: Prevent. Detect. Respond. - SBS CyberSecurity (CFO/CIO/SVP IT)
  • CRA Work Session - Community Needs Assessment & Financial Literacy Daniel Hadley - Sorenson Impact Center, Pam Perlich - Kem Garner Policy Institute (CRA/Compliance)

Convention Banquet and Entertainment (6:00 – 9:30pm)

  • Cocktail Reception 6pm
  • Banquet 7pm
  • Acclaimed 3 Painters Show! 8pm


Thursday, September 14

Convention Plenary Business Session (7:30 – 12:00pm)

Breakfast (7:30am)

Welcome - Dave Young, UAFS President (8:00am)

Utah Department of Financial Instiution Regulatory Updates (8:10am)
Ed Leary, Commissioner, Utah Department of Financial Institutions

 Regulatory Change + Economic Uncertainty = Opportunity or Threat? (8:50am)
Robert Spendlove, Sr. VP & Economic and Public Policy Officer, Zions Bank

Rising Interest Rates in a Post-Crisis Environment (9:35am)
Steve Turner, Novantas , Managing Director

NAIB Marketplace Break, 10:00am

FDIC and Banking Regulation (10:15am)
Kathy Moe, New FDIC Regional Director

The Changing Political Landscape: Red and Blue Don't Make Purple  (11:00am)
Mark Johnson, Director of Government Affairs at Toyota

Politics and Policy  (11:30am)
Doyle Bartlett, The Eris Group

Adjournment - Ray Specht, NAIB President (11:50am)

Convention Networking Luncheon on Patio  (12:00 – 1:30pm)

* Schedule Subject to Change