Registration | Sessions | Continuing Education | Accommodations | Brochure | Sponsorships & Trade Show

Who Should Attend

The seminar is specifically targeted for chief credit officers, credit analysts, loan officer, senior lenders, finance and accounting personnel. The purpose of the conference is to share tools and techniques and to help finance professionals respond to the constant changes and challenges in the finance and accounting functions. 

Sessions

The program begins at 3:30 p.m. Monday, July 20, and concludes at 3:15 p.m. Tuesday, July 21.

Monday, July 20

3 p.m.	Registration
3:30 p.m.	Welcome and General Session
	Global Volatility - A Permanent State? Chris Kuehl, Ph.D., Managing Director | Armada Corporate Intelligence There has been nothing quite like the last few years as far as the global economy is concerned. Pandemic, trade wars, actual wars, shifting alliances, AI, tech emergence — the list is long. Where are we now and what can we expect? What do the scenarios look like — positive and negative?
4:30 p.m.	Refreshment Break
4:45-6 p.m.	Peer Group Sessions and Networking Reception

Tuesday, July 21

8 a.m.	Registration/Continental Breakfast/Trade Show
8:30 a.m.	General Session
	Banking in the Era of Stablecoins and Digital Assets Angela Murphy, Vice President of Marketing and Solutions | Pidgin Stablecoins and digital assets are rapidly changing how money moves, creating both challenges and new opportunities for community banks. Angela Murphy explores the latest developments, the regulatory and operational considerations and the strategic advantages available to early adopters. Gain practical guidance for navigating this emerging space, including ways stablecoins can help retain and grow deposits, expand customer relationships and keep banks competitive in an increasingly digital financial environment.
9:30 a.m.	Refreshment Break
9:45 a.m.	General Session
	A New Era in Liquidity Management Joe Kennerson, Managing Director | Darling Consulting Group We have entered a new era in managing liquidity: deposit growth is tepid, zero interest rate policy is over, fintech disruption is real and generational shifts resulting in deposit disintermediation will make liquidity management one of the top challenges facing bankers. This liquidity paradigm shift will result in a change in balance sheet structures and elevated funding costs. Now is the time to prepare. Joe Kennerson will outline the structural changes taking place in the industry, future headwinds and how to strategically prepare for tighter liquidity levels ahead.
10:45 a.m.	Refreshment Break
11 a.m.	Breakout Sessions
	Lending & Credit
	Using Technology and Embracing AI in Credit Decisioning Angela Murphy, Vice President of Marketing and Solutions | Pidgin As the financial industry evolves, technology and artificial intelligence are transforming the way banks approach credit decisioning. Angela Murphy explores how institutions can leverage technology throughout the entire lending process to enhance efficiency, accuracy and customer experience.
	Finance & Accounting
	Navigating Today’s Fintech Landscape John McChesney, Senior Vice President | ICI Consulting The bank technology landscape is evolving at an unprecedented pace. As industry consolidation has reduced the number of financial institutions, it also has transformed the core processing marketplace. Many vendors that once supported multiple core platforms have shifted their focus to one or two strategic flagship solutions, reshaping the options available to banks and influencing the impact these solutions have on the bottom line. At the same time, private equity investment has become a significant force across the banking technology ecosystem, influencing both core providers and the hundreds of third-party solutions that integrate with them. Digital banking platforms continue to emerge, evolve and disappear while the rapid advancement of artificial intelligence is poised to further transform how technology vendors build solutions, how banks operate and how customers engage with their financial institutions. John McChesney explores the current vendor landscape, key considerations for planning a contract renewal or vendor evaluation and the strategic and operational factors that influence successful negotiations.
Noon	Lunch  sponsored by the American Bankers Association
1 p.m.	Breakout Sessions
	Lending & Credit
	Current Appraisal and Evaluation Trends: UAD 3.6, Compliance Risk and Residential & Commercial Valuation Review Cheryl Bella, MAI, AI-GRS, Chief Compliance Officer | FICRAS Appraisal and evaluation expectations continue to evolve as lenders prepare for significant changes in residential appraisal reporting while also managing ongoing compliance, credit and collateral risk across residential and commercial lending. A key focus will be the transition to the redesigned Uniform Residential Appraisal Report and UAD 3.6, including what lenders should understand before the GSE mandate requiring UAD 3.6 for all new appraisal report submissions to UCDP on or after Nov. 2. Gain a practical overview of current appraisal trends, regulatory expectations and valuation review issues affecting today’s lending environment. Understand what to watch for when ordering, receiving and reviewing appraisals and evaluations, as well as how to prepare internal teams, processes and vendors for upcoming residential appraisal reporting changes.
	Finance & Accounting
	Navigating the Financial Horizon: Bank Tax Update Ethan Rollins, CPA, Senior Manager | Forvis Mazars Stay ahead in the financial landscape with this comprehensive tax update session. Ethan Rollins delves into the latest tax developments, providing a strategic understanding of key updates that can affect your bank’s financial planning and taxation strategies. Take this opportunity to ensure your institution is well-informed and prepared for the evolving tax landscape.
2 p.m.	Refreshment Break
2:15 p.m.	General Session
	Regulator Panel Moderator: Jackson Hataway, President and CEO | Missouri Bankers Association Panelists: Nick Bestgen, Chief Bank Examiner | Missouri Division of Finance James Farnan, Supervisory Examiner | Federal Deposit Insurance Corporation Michael Peters, Senior Examiner and Credit Risk Coordinator | Federal Reserve Bank of St. Louis
3:15	Adjournment

Continuing Education

Program Objectives — This conference covers the full spectrum of credit trends, underwriting, risk management and business development topics essential for growing, thriving banks. The conference also offers specifically targeted education for finance and accounting personnel in your financial institution. The purpose of the conference is to share tools and techniques in helping finance professionals respond to the constant changes and challenges in the finance and accounting functions. The conference provides opportunities for participants to network, share best practices and learn from nationally known experts.

Specialized Knowledge: 9.5 credit hours
Advance Preparation: No advanced preparation is required for this program.
Prerequisites: Previous experience in the lending area is helpful.
Program Level: Intermediate to advanced
Delivery Method: Group-live

Three Ways to Register

		Online
		Phone 573-636-8151
		Mail check payable to Missouri Bankers Association and form to: Missouri Bankers Association P.O. Box 57 Jefferson City, MO 65102

Registration Fees

MBA Members

• First Registrant - $320
• Each Additional (per person) - $300
• Contact MBA for group discount.

Nonmembers

• $1,200 per person

The cost of meals included in this registration fee for this conference is $100. This information is provided for your bank’s tax records, in keeping with the IRS 50% deductible provisions under Section 274(n) of the Internal Revenue Code.
*Fees include meals, reception, refreshment breaks and conference materials. These fees do not include hotel accommodations.

Cancellation/Refunds

Full refunds will be granted for cancellations received by MBA at least 10 days before the seminar date. After that date, an administrative fee of $20 per canceled registration will be retained. Cancellations will not be accepted five days before the seminar. Substitutions are always permitted. 

Hotel Accommodations

Courtyard by Marriott Columbia
3301 Lemone Industrial Blvd.
Columbia, MO 65203 | 573-443-8000 

Call 573-443-8000 or reserve online to book overnight accommodations. Be sure to state you are attending the Missouri Bankers Association’s Lending, Credit & Finance Seminar. The room rate is $109 per night.

Dietary Restrictions and Disabilities

If you have any dietary restrictions or any disabilities that require special assistance, contact MBA at 573-636-8151 and explain how we may best accommodate your needs.

For More Information

Contact the MBA Education Department at 573-636-8151 or email.

Image Use Policy

Registration or participation by an individual in attending Missouri Bankers Association events and activities constitutes an agreement by the attendee to the MBA’s use and distribution, both current and future, of the attendee’s name, image or voice in print, media, social media, photographs, videotapes, electronic reproductions, and audiotapes of, or reporting, such events, and activities and promoting MBA activities, services and programs. Attendees waive any right to inspect or approve the finished materials and MBA communications and publications and agree that all such images, pictures, video or audio recordings, and any reproduction thereof, shall remain the property of the MBA to use at its discretion. Consent is binding, perpetual and may not be revoked.