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Consumer Lending: Now What??!!
Presented by Heather Greis, International Bank of Commerce, Julia Brauner, Mercantil Bank and Stephanie Butler
Let’s just say it…REGULATIONS...ECONOMY...LOAN GOALS...CHAOS...Consumer lending is not for the faint of heart. Nor is it easy-peasy. Julie Brauner from Mercantil Commercebank and Heather Greis from International Bank of Commerce are here to discuss how they are successfully navigating the various challenges found in consumer lending. And we will ask them to dust off their crystal balls and tell us what the future holds.
Finally...Construction & Renovation Lending Meet Technology
Presented by Chase Gilbert, Built Technologies
Establishing Proactive vs. Reactive Lending
Presented by Didi Frohardt
Traditional commercial lending process techniques are costly and not effective in many situations. By establishing a consistent process for managing commercial lending process risk and utilizing automation, managing these process risks becomes more efficient. During this session, you’ll hear how to take your lending processes to the next level by transitioning from reactive risk mitigation approaches to more deliberate proactive and efficient strategies.
Commercial Lending Trends that Drive Sound Credit for High Performing Portfolios
Presented by Jon Gathman, State Bank and Trust and John Watts
In this session, we will review current commercial lending trends, discuss proactive efficiency strategies and highlight a bank realizing gains based upon those strategies.
Commercial Real Estate 2018 – Trends, Insights and Building a Foundation for Success
Presented by Susannah Hallgarth and Josh Thompson
Need for Speed in Member Business Lending
Presented by Stephanie Butler
In this fast-paced environment, how can a financial institution accommodate the needs of their business customers quickly, while managing risk? This session will discuss how each generation looks at the digital environment and what you can offer to address their Need For Speed.
Taking Your AppLink Implementation to the Next Level?
Presented by Rusty Garner and Doug Johnson
This session will focus on the latest developments in AppLink. Please join us to hear about our new branding and new features; learn insights on how other clients are leveraging technology to expand loan origination growth as well as a peek into what’s coming next.
Successfully Managing Customer Relationships and Product Portfolios
Presented by Tim Keith and Trevor Knott
The True Value of Relationship Pricing
Presented by Fran Brashares, Marquette Bank, and John Robertson
In a competitive environment, just giving the customer a good rate may not be enough. Financial institutions must value the complete relationship in order to understand how valuable that customer truly is.
Leveraging and Optimizing Internal and External Data for Strategic and Tactical Decision Making
Presented by Jerry Verdi
Mergers & Acquisitions Panel Discussion
Moderated by Sabrina Robbins
This panel discussion is here to enlighten you on if it's the right time to buy, merging multiple cultures into a single team and so much more.
The Need for Analytics and the Value of Understanding Profit Risk
Presented by James McHale
The session will outline the reasons for implementing a data analytics program to identify strengths, weaknesses, opportunities and threats. We will investigate the method used in Baker Hill Analytics to calculate profitability at each level of the institution.
The 2018 Regulatory Update – Are you ready?
Presented by Melissa Sewell and Doug Johnson
Strategic Alignment, Structure, and Managing Change
Presented by Thomas Bennett, Rabobank, and Josh Thompson
When we talk about “centralizing” in business and commercial banking, its often received with a negative connotation. Centralization to many implies reorganizations and layoffs. This session is intended to educate attendees on centralization initiatives, communicate the potential upside, potential downside, and dispel myths that are often associated with this dichotomy. The session will also discuss if and when centralization efforts should be contemplated by financial institutions, steps/best practices in doing so, potential change management/cultural implications, and what parts of the organization should be involved. Lastly, the session will secondarily address portfolio segmentation efforts necessary to achieve efficiencies.
The Future of Baker Hill Financial Spreading: Introducing NextGen Statement Spreading
Presented by Meg Roth, Seacoast Bank and Eric LaPlante
Best Practices for Risk Ratings and Reviews
Presented by Vince Pille, Security National Bank of Omaha, ?Gary Pool, Pinnacle Bank and Mike Horrocks
Every credit is unique but your risk rating approach should not be. A standardized approach to risk ratings and reviews gives your organization an advantage in how to manage risk in your loan portfolio. Come listen to this panel of experts as they share best practices on how they establish, adjust, and execute risk ratings in their financial institution.
Expanding Market Reach and Impact with Small Business Micro-loans Panel Discussion
Moderated by Mike Horrocks
Understanding the Full Lending Performance Cycle
Presented by Noah Coonce, Emprise Bank, and John Robertson
Most people see only one piece of the financial institution’s inner workings. This session will outline the full lending cycle and where performance is measured throughout.
Lessons from FinTech: Innovators & Disruptors
Presented by Mike Horrocks
Baker Hill NextGen™ Upgrade Risk Management
Presented by Christine McCormick