iq business

Website Search

  • 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
PDF Print E-mail

2016 Lending Conference
June 28-29, 2016
Woodcliff Hotel & Spa
Fairport, NY

Stress Testing: How to Use Results and Current Areas of Regulatory Focus
Elizabeth Williams, Managing Director-Special Projects, CEIS Review

C & I Lending: Should You or Shouldn't You
Craig Poms, SVP & Bank Partnership Director, LSQ Funding

The New ALLL—A CECL Primer for Lenders
Emily Bogan, Director of Consulting , Sageworks

Tapping into Membership to Combat Emerging Competition
Tom Settino, VP/Director of Sales - Federal Home Loan Bank of New York

Mortgage Pipeline Management Best Practices
Robert Perry, Principal, ALM & Investment Strategy, ALM First

Disruption in the Online Lending Marketplace: Creating Value for Your Business Customers & Your Bank
Bryan Doxford, SVP & Program Manager - Community Lending, New York Business Corporation

The Role of Risk Tolerance and Risk Culture in Managing Portfolio Credit Risk
David Ruffin, Co-Founder & Managing Partner, Credit Risk Management Analytics

Friend or Foe, The Rise of Peer Lenders and What it Means for Banks
Armistead Boyd, VP of Product Marketing, nCino

Managing Credit Risk
Bharpur "Bo" Singh, President & Owner, T.Gschender & Associate

The Loan Participation Puzzle: The Key to Diversification
Alexandra Byrnes, Associate-Membership Services, Alliance Partners

Understanding Environmental Risk
Daria Milburn, Chief Environmental Risk Officer, LCS, Inc.

Navigating the Headwinds of Change: Lessons Learned from the Great Recession
Karl Nelson, Founder & CEO, KPN Consulting

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


Bank Directors Conference
April 13 & 14, 2016
Rochester & Albany 

Shareholder Succession - Is This the Way Out of Consolidation?
T.W. Shannon, Managing Director, Premier Consulting Partners

Thinking About Selling and Buying? What to Know
Heather Archer Eastep, Partner, Hutton & Williams

Making Sense of A Nonsensical World
Machael Jamesson, Principal, Jamesson Associates

CECL & the New Capital Impacts Facing Community Banks
Randal J. Rabe, Director, Credit Risk Management Analytics, LLC

Cyber Security - The Challenge of IT Governance
Jodan Pike, CISSP, CCSP, Manager of Security Operations, ncino

Strategic Planning - It All Begins & Ends Here
Karl Nelson, Founder & CEO, KPN Consulting 

Community Bank Regulatory Compliance Conference
March 30 & 31, 2016
Rochester & Albany

Enforcement Actions Update
Pam Perdue, EVP of Regulatory Operations, Continuity

CRA: Key Areas to Consider
Deborah Herrmann, NBE—NED Compliance Lead Expert—Northeastern District, Syracuse Field Office, OCC

Fair Lending Hot Topics
Michael Goldstein, Supervising Examiner, Federal Reserve Bank of New York

New Flood Insurance Requirements & an Update on "Hot Topic" Issues
Lisa Borio, Supervisory Examiner, New York Territory & Lon Coon, Senior Compliance Examiner, Syracuse New York Field Office, FDIC

Gerald R. Gagne, CPA, CSA, Member of the Firm, Wolf & Company, P.C.

AML Software - Garbage In, Garbage Out
Stephen R. King, JD, AMLP, Member of the Firm, Wolf & Company, P.C.

Lending Conference
June 2-3, 2015
Harbor Hotel, Watkins Glen, NY

CRE Outlook NY State
Joseph J. Hill, Chairman/President & CEO, CEIS Review, Inc.

Accessing Middle Market C&I Loans: Today's Ground Rules for Community Banks 
Wayne Gore, Director of Membership, Alliance Partners

The Current 'CECL' Allowance Methodology - What You Need to Know
Randal Rabe, Director of Risk Management

Using WARR to Monitor the Quality of Your Commercial Loan Portfolio
Bharpur "Bo" Singh, President & Owner, T.Gschwender & Associates

The Loan Portfolio Dilemma: Strategies to Address Long-term Fixed-rate Mortgage Production
Thomas Settino, VP, Calling Officer & Heather Gostomski, MPF, Federal Home Loan Bank NY

Pricing Your Loans in the Rising Rate Environment
Craig Poms, Chief Delivery Officer, PrecisionLender

Alternate Lending Opportunities for Your Customers—How to Provide a Solution
James Conroy, Senior VP, Regional Manager, Upstate NY & PA, New York Business Development Corporation