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  • Community banks keep the community growing and vibrant by reinvesting back into the neighborhoods where their depositors live, work and play.
  • Community banks understand the needs of local families and small businesses.
  • Community banks are personal – with exceptional customer service, and tellers that know you by name.
  • Community banks care – involvement in community affairs and outreach that benefit local families and businesses.
  • Community banks are accessible – with more opportunities to interact one-on-one with bank officers.

Past Meetings
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2017 Lending Conference
May 9-10, 2017
Syracuse Marriott Downtown
Syracuse, NY

The Evolving Digital & Mobile Lending Landscape
Robert Giltner, Chairman RCGILTNER Services, Inc.
Trevor Knott, Senior Vice PRsident, Business Development, BSG Financial Group

Effectively Managing Credit Risk
Bharpur "Bo" Singh, Presidnet & Owner, T.Gschwender & Associates

Five Reasons Why Development Projects Lose Money
Bob Scales, Managing Dirctor, CodeFi Solutions

CECL-What It Means for Community Financial Institutions
Tim McPeak, Senior Risk Mangement Consultant, Sageworks

Working With Lenders to Proactively Build the Best Portfolios
Craig Poms, SVP & Bank Partnership Director, LSQ Funding

8 Ways to Leverage Fin-Tech
Mike Persichini, VP-Commercial Finance, BlueVine

Managing CRE Concentrations
Elizabeth Williams, Managing Director-Special Projects, CEIS Review

Achieving Scale in Consumer & Small Business Lending
Wayne Gore, Managing Director, Client Services, Alliance Partners

Preparing for the Next Down Cycle - Is Your Bank Prepared?
David Ruffin, Director, DHG Credit Risk Management

The Loan Committee - Past Mistakes, Future Promise
Karl Nelson, Founder & CEO, KPN Consulting 

Bank Directors Conference
April 11 & 12, 2017
Rochester & Albany 

Merger & Acquisition Update - How Capital & Capital Markets Drive the Process
Dan Flaherty, VP-Investment Banking, FIG Partners

Cybersecurity Governance 101 - A Director's Guide to Cyber Threats and Security
Alex Hernandez, VP Customer Solutions, DefenseStorm

Enterprise Risk Management: EQ or IQ. Which Do I Practice?
Michael D. Cohen, CPA, CISA, CGEIT, Director of the WolfPAC Solutions Group—Wolf & Company, P.C.

Are You Prepared for Your Next Exam?
E. Prescott Ford, CFA, Managing Director of Regulatory Affairs, First Empirt Securities
Mark Ferrara, Managing Director, LPC Services

Embracing the Millennial Revolution: How to Attract & Retain Millennials as Bank Customers & Employees
Chris Soule, Director of Business Development, ncino

Current Issues Facing Financial Institutions
Jeffrey Cardone, Esq., Partner, Luse Gorman, P.C. 

Shareholder Succession - Capital Needs & Shareholder Liquidity
Peter Scully, CEO, BancList.com

2016 CFO/Sr. Management Conference
May 9-11, 2016
Watkins Glen Harbor Hotel
Watkins Glen, NY 

US & New York State Economic Trends & Outlook
Gary Keith, Vice President, Regional Economist - M& T Bank

Deposit Analysis—Crucial Element in Understanding Your IRR Problem!
Al Forrester, CEO - FICAST Data Corp.

Succession Planning—Developing the Next Generation of Community Bank Leaders
Flynt Gallagher, President - Compensation Advisors

Revenue Enhancement, It's Not What You Think
Lawrence Pruss, Sr. Vice President & Revenue Expert - Strategic Resource Management (SRM)

Historical Tax Credit Deal - Is This Something Our Banks Should Invest In?
Roger Upton, CPA, Partner - MS Consultants

Credit Stress Testing: What Examiners Expect and Steps to Deliver
Shawn O'Brien, President - Qwickrate

The New ALLL—A CECL Primer for CFOs
Peter Brown, Senior Consultant - Sageworks

Managing Your Investment Process—Best Practices for Assuring Consistency & Success
Greg Roll, Sr. Vice President, Investement Strategies - Vining Sparks 

Public Funds—Enhancing Your Deposit Business in 2016
Kevin Hamilton, Regional Director - Promontory Interfinancial Network, LLC

State of the Threat Landscape 
Alex Hernandez, VP Customer Solutions - Praesidio

Strategies for Successful Partnership Between Internal Audit, ERM and the Business 
Larry Hessney, CIA, CISA, PCI QSA, Director-Risk 7 Technology Conulting Services - Freed Maxick