THURSDAY, MAY 2nd
7:30 a.m. - 8:30 a.m. - Registration Desk Opens & Continental Breakfast
Name Badge Lanyards Sponsored by: BBVA Compass
8:30 a.m. - 9:45 a.m. - Session One and Q&A
"Opening Remarks and Symposium Emcee"
J. Kimbrough "Kim" Davis, Executive Vice President & CFO, Capital City Bank Group, Inc.
"Overview of Banking and Industry Issues"
Jack P. Greeley, Attorney at Law, Smith Mackinnon, P.A.
9:45 a.m. - 10:00 a.m. - Refreshment & Networking Break
Sponsorsed by: Ncontracts
10:00 a.m. - 11:00 a.m. - Session Two and Q&A
"Prepping for the Turn: Portfolio Strategies for Falling Rates"
Mike Davis, Managing Director/Fixed Income Strategies, SunTrust Robinson Humphrey, Inc.
We are now solidly into our fourth year of Fed tightening. While it is uncertain when the current cycle will end, certain late cycle indicators are flashing and depositories should be prepping for the eventual turn in rates. This session will discuss previous interest rate cycles and draw lessons from the past. It will also discuss the importance of convexity and how it can better prepare portfolios for falling interest rates. And finally it will take a deeper dive into products that provide both positive convexity and relative value.
11:00 a.m. - 11:15 a.m. - Refreshment & Networking Break
Sponsored by: Federal Home Loan Bank of Atlanta
11:15 a.m. - 12:15 p.m. - Session Three and Q&A
"M&A Core IT Contract Negotiations: Why Planning Ahead Pays Off Big League"
Aaron Silva, President & CEO, Paladin fs, LLC
Mergers will continue to be a viable strategy as a way to grow — or, in some cases, just to survive. No matter which side of the transaction your franchise may be, Core & IT contracts will impact the deal cost, accretive value, and shareholder benefit. This session will outline the specific steps and strategies banks can follow to implement more profitable and merger-friendly agreements.
12:15 p.m. - 1:00 p.m. - Lunch
1:00 p.m. - 2:00 p.m. - Session Four and Q&A
"Why a New Approach toward M&A is Required for a New World"
Adam Mustafa, President & CEO, Invictus Group
After seven years of consolidation within a zero-interest-rate-policy environment fueled by elevated bank stock prices, the M&A game is changing dramatically. This session will discuss how the smartest banks will use M&A as a tool to win in the next cycle, and how they are changing their approach and analytics toward M&A to reflect the changing environment.
2:15 p.m. -
Refreshment & Networking Break
3:15 p.m. -
Session Five and Q&A
"How To Dynamically Measure, Monitor and Managing Your Liquidity in a Volatile Rate Environment"
, Managing Director
, The Baker Group
Over the last several years, loan demand has outpaced deposit growth and has left many banks with their tightest liquidity levels since before the financial crisis. Furthermore, banks are now feeling increased pressure to pay up for deposits or face the risk of deposit runoff. Regulators have taken notice and continue to focus on liquidity levels and liquidity risk management practices during their examination process. This session will look at current liquidity trends in the banking industry and compare the various funding options available to determine the best liability strategy using a marginal cost of funds analysis. Best practices will also be presented to help comply with the heightened regulatory scrutiny on liquidity risk management. Finally, attendees with receive institutions specific data and analysis to help them better understand their liquidity position and how it compares to peers.
3:30 p.m. -
Refreshment & Networking Break
4:30 p.m. -
Session Six and Q&A
"Interest Rate Risk - Balance Sheet Strategies for a Flat Yield Curve"
, Vining Sparks Interest Rate Products, LLC
During the latest economic cycle, community banks have dealt with market dynamics not encountered in nearly a decade. With loan growth outpacing deposit growth, funding costs on the rise, deposit betas increasing and an essentially flat yield curve, bankers need to consider innovative new ways to maintain earnings momentum. Please join us as we discuss an approach to strategy development and illustrate strategies that you can use to improve performance and manage interest rate/liquidity risk.
6:00 p.m. -
Networking Cocktail Reception