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Northwest Conference Series 2025 - Virtual
Hot topic virtual conferences. One registration for everyone in your bank.
Tuesday, April 29, 2025
at 8:00 AM (PDT)
to Tuesday, October 21, 2025 at 11:00 AM (PDT)
* Registration open until 4/29/25 at 11:00 AM (PDT)
Northwest Conference Series 2025 - Virtual
Join us virtually for the CBW Conference Series 2025. Four half-day virtual sessions spread throughout the year. One registration covers everyone in your bank all year long. Save $300 by purchasing the entire series. Single conference is $325.
We’ve got something for everybody in your bank: economics, fintech, advocacy, fraud, and more. One registration for everyone in the bank!
8:00am - 11:00 am via zoom on the following dates
April 29
June 10
August 12
October 21
Agenda
| April 29 | |
| 8:00 AM - 8:45 AM |
Rethinking Your TCR Strategy. New Trends & Increased Savings - Scott Fieber, Cook Solutions Group
Teller cash recyclers are a necessity in bank branches. Banks need reliable methods to count cash that doesn't rely on bankers manually counting it by hand. Teller cash recyclers automate both counting & sorting for cash. New cash recyclers are on the market, with improved cassette technology, security features and more. What's on the horizon for TCRs? Speaker bio |
| 8:45 AM - 9:30 AM | Navigating the Shoals of Rate, Liquidity, & Political/Regulatory Risk - John Biestman & Joe Cwiklinski, FHLB Des Moines IRR, mechanics of FHLB liquidity access, the role of collateral and testing with the Fed, and a brief update on current state of affairs. John Biestman . Joe Cwiklinkski. |
| 9:30 AM - 10:15 AM | DFI Update - Charlie Clark & Roberta Hollinshead Speaker bios |
| 10:15 AM - 11:00 AM | Fraudster's Toolbox: Targeting the Elderly - Patrick Dix, Shazam The elderly are a top target for scam artists & financial crimes against this population are rampant. Find out different ways fraudsters target these vulnerable citizens using spam & tech support scams, law enforcement & IRS scams, grandparent & romance scams, and phone call scams. Learn how to recognize unusual activity & get the tools to educate your senior cardholders. Pat Dix |
| June 10 | |
| 8:00 AM - 8:45 AM | Is Your Leadership Style Holding Young Leaders Back? - Jackie Rollow, Shazam Jackie Rollow bio |
| 8:45 AM - 9:30 AM | Community Banks are in Position A for 2025 - Jim Reber, ICBA Securities After the longest-on-record pause between the last interest rate hike and the first cut, community banks had ample time to prepare for a secular falling rate environment, which the Fed projects will be lasting for two years. With credit quality still holding in very well, this could be a market that bodes well for community bank profitability and performance. We will look at some important metrics of industry health and identify some relative strengths and weaknesses. |
| 9:30 AM - 10:15 AM | Update on 2025 WA Legislative Session: When Bad Things Happen to Good People - Brad Tower, Tower Ltd. |
| 10:15 AM - 11:00 AM | CRA/Community Development - What Qualifies - Steffani Jenkins, ICBA CRA Solutions The Community Reinvestment Act requires that banks provide CRA qualified Community Development loans, investments & services to the communities in which they operate. Creating partnerships and developing a strategy for providing qualified activities within each assessment area is integral to a successful CRA program. Learn what qualifies and how to make the most of your Community Development activities |
| August 12 | |
| 8:00 AM - 8:45 AM | Creating Value in an M&A Environment - Philip Smith, Gerrish Smith Tuck Financial institutions want to create value for their stakeholders. For some that means buying other banks, for others it may be considering a transaction, but for most it’s about staying independent and creating value every day. We’ll discuss the M&A environment and how to position your bank to create value without being a buyer or a seller. We’ll look at how the consolidation that is occurring impacts the broader strategies for financial institutions. |
| 8:45 AM - 9:30 AM | Mastering the Employee Performance Management Journey from Day One - Karen Von Guten, UBB Performance Management has evolved from personality-based systems in the 50's, self-appraisal in the 60's, psychometrics in the 70's, self-motivation in the 80's to the continuous feedback & communications we see today. Performance management done right brings increased employee engagement, motivation, productivity & retention. |
| 9:30 AM - 10:15 AM | Investing in People: Professional Development Strategy & Tools - Jenny Forschen, ICBA Explore how structured professional development plans help retain top performers a& develop future leaders, awhile saving time, effort, & budget resources otherwise allocated to addressing turnover. Discover how ICBA’s Professional Development Planner aids in development of functional departments, job descriptions, hiring, and review processes while providing examples of how to structure your organization. |
| 10:15 AM - 11:00 AM | One Big Beautiful Bill Act & You - David Coates, CLA Update on the OBBBA and how it will impact your bank and your customers. |
