2021 MBA Executive Management Conference

Schedule for 2021 MBA Executive Management Conference

The Executive Management Conference begins at 2:30 p.m. Wednesday, Dec. 1, and concludes at 11 a.m. Friday, Dec. 3.

Wednesday, Dec. 1

2 p.m.

Registration Open & Exhibitor Showcase

   
3 p.m. 

Technology and Banking: Embracing Digital Transformation

Mitch Morgan, Stronghold DataJason Rincker, Stronghold DataMitch Morgan, CEO
Rason Rincker, Sales Director
Stronghold Data             

Technology is evolving every day, and the need for digital transformation continues to grow. For most banks, digital transformation is a distant goal, putting them at risk when it comes to security, business and employment. A recent Harvard Business Review article found that boards of directors increasingly want to transform their companies digitally via new tools, security and training. This presentation will evaluate those three areas of transformation — tools, cybersecurity tips and methods — and the importance of training.

   
4:30-5:30 p.m. 

Trade Show Holiday Cheer Reception

   
5:30 p.m. 

Bank Hospitality Events 

hosted by

             
             
             
             

Thursday, Dec. 2

7 a.m.

Registration and Exhibits

   
7:30 a.m. 

Breakfast 

   
8:30 a.m. 

Call to Order & Welcome

   
8:45 a.m.

The Economy Outlook

Lindsey Piegza, Stifel FinancialLindsey Piegza, Ph.D., Chief Economist
Stifel Financial

Lindsey Piegza will explore the pace of our economic recovery and what it means going forward for overall growth, interest rates and monetary policy. She will cover macro-economic trends in consumer spending and corporate investment, in addition to new Federal Reserve policy initiatives and the potential economic effects of these changes. Piegza also will examine the changing global and political environment and the outlook for potential recession. Information from this presentation will help attendees advise their management teams on the possible effect of economic issues on their organizations.
   
9:45 a.m. 

Break & Exhibit Showcase

   
10:15 a.m.

Breakout Sessions
Filling in The Gap – Growing Deposit Relationships Digitally

Doug Doucette, MANTLDoug Doucette, Enterprise Account Executive
MANTL

For the first time, more than 50% of checking accounts were opened online versus in-branch in large financial institutions during the third quarter in 2019. However, during that same period, that number was less than 5% for half of the community banks that offer this service. Fast forward two years later, and this digital deposit performance gap is still an obstacle for community banks. Why is there a massive spread in performance? Learn three strategic adjustments community banks need to make today to fill this digital deposit relationship gap: user experience, technology and execution. 

How to Leverage Your Data to Win Against National Banks

Ryan Wilson, AunalticsRyan Wilson, President and Chief Revenue Officer
Aunalytics

Midsize and community banks will not “out tech” large banks and fintechs on their own. The competitive advantage of local, personalized, white-glove service is being diminished as member interactions become more digital. However, with the right partners, midsize and community banks have an opportunity to thrive by redefining the local experience by digitally transforming how they operate. Learn how to leverage your local knowledge with personalized customer intelligence using the right data analytics.

Bank Balance Sheet Management ... Looking Forward from the Funding High Tide

Mike DeLisle, FHN FinancialMike DeLisle, Senior Vice President
FHN Financial

Bank managers have always been tasked with balancing two considerations: maximizing return while managing risk. As institutions plan, flexibility will be key. In this presentation we will look at possible paths forward, as well as the retail, wholesale and off-balance sheet resources available to navigate.
   
11:15 a.m. 

Lunch

  • Check Presentation to Segs4Vets
  • Recognition of the 2021 Recipient of the Young Banker Leadership Award
  • Vendor Prize Drawings
   
12:45 p.m. 

Breakout Sessions

Filling in The Gap – Growing Deposit Relationships Digitally

Doug Doucette, MANTL
Doug Doucette, Enterprise Account Executive
MANTL

For the first time, more than 50% of checking accounts were opened online versus in-branch in large financial institutions during the third quarter in 2019. However, during that same period, that number was less than 5% for half of the community banks that offer this service. Fast forward two years later, and this digital deposit performance gap is still an obstacle for community banks. Why is there a massive spread in performance? Learn three strategic adjustments community banks need to make today to fill this digital deposit relationship gap: user experience, technology and execution. 

How to Leverage Your Data to Win Against National Banks

Ryan Wilson, Aunaltics
Ryan Wilson, President and Chief Revenue Officer
Aunalytics

Midsize and community banks will not “out tech” large banks and fintechs on their own. The competitive advantage of local, personalized, white-glove service is being diminished as member interactions become more digital. However, with the right partners, midsize and community banks have an opportunity to thrive by redefining the local experience by digitally transforming how they operate. Learn how to leverage your local knowledge with personalized customer intelligence using the right data analytics.

Bank Balance Sheet Management ... Looking Forward from the Funding High Tide

Mike DeLisle, FHN FinancialMike DeLisle, Senior Vice President
FHN Financial

Bank managers have always been tasked with balancing two considerations: maximizing return while managing risk. As institutions plan, flexibility will be key. In this presentation we will look at possible paths forward, as well as the retail, wholesale and off-balance sheet resources available to navigate.
   
1:45 p.m.

Break 

   
2 p.m. 

Fintech FOMO: Community Bank Considerations for Fintech Partnerships

Trent Fleming
Trent Fleming, Owner
Trent Fleming Consulting 
      Jimmy Sawyers
Jimmy Sawyers, Chairman
Sawyers & Jacobs

Some sources claim that fintech startups will disrupt the banking industry and drive
traditional banks into extinction. Yet, some fintechs are courting banks as potential partners as they seek the customers and capital needed to survive. So which is it? And what does the term “fintech” really mean? Are fintechs a significant threat to traditional banks or are they wannabes wishing for the customer loyalty and profitability that bankers currently enjoy? Should bankers fear fintechs? Partner? Ignore? These are tough questions that require thoughtful answers and independent research as bankers plot their strategy and consider the fintech conundrum.

Trent Fleming and Jimmy Sawyers are smack dab in the middle of the fintech phenomenon and can speak from experience and provide the real stories from the front lines of the fintech revolution. Get answers to the fintech questions dogging bankers who fear missing out but may not be sure what is being missed or how to proceed.
   
3 p.m. 

Missouri Banks and Fintech Challenges: How Banks in Missouri are Pushing Forward

Jackson HatawayJackson Hataway, Ph.D., Executive Vice President
Missouri Bankers Association

With the lessons from Trent Fleming and Jimmy Sawyers in mind, we will now dive into the worlds of bankers actively addressing the challenges of fintech in their Missouri banks. This panel of bankers representing institutions of various asset sizes and customer populations will discuss the challenges and opportunities they have found while tackling the world of fintech. We’ll get into the details that matter to you as a leader in your bank and find takeaways that can help you develop better fintech strategy moving forward.
   
5 p.m.

Reception Hosted by MBA Associate Members
MBA Foundation Silent Auction
Evening Free

Friday, Dec. 3

7:30 a.m.

Breakfast

   
8:15 a.m. 

U.S. Economy and Monetary Policy

James Bullard, President and CEO, Federal Reserve Bank of St. LouisJames Bullard, President and CEO
Federal Reserve Bank of St. Louis

Jim Bullard will discuss monetary policy, recent economic trends and his outlook for the U.S. economy.

   
8:45 a.m.

Financial Services Roundtable

Congressman Blaine LuetkemeyerCongressman Blaine Luetkemeyer
   
10 a.m. 

Courageous Leadership - Living a Life of Influence

Dan Meers, Kansas City ChiefsDan Meers, KC Wolf Mascot
Kansas City Chiefs

Dan Meers came within inches of losing his life Nov. 23, 2013, while practicing a bungee jump and zip line stunt at Arrowhead Stadium, home of the Kansas City Chiefs. What he anticipated being the thrill of a lifetime ended up being the spill of a lifetime. The stunt went terribly wrong, and Meers plummeted 75' feet before crashing into the stadium seats. Miraculously, Meers survived. He spent nine days in the hospital and has some really big scars that he views as “tattoos that come with a cool story.” Meers shares his incredible story and the valuable lessons he learned about leadership and life during his long road to recovery. 
   
11 a.m. 

Adjourn