CBW 2022 Membership
​Convention & Trade Show

It's Showtime!!!!!!
 CBW 2022 Membership Convention & Trade Show
September 14-16, 2022 at Tulalip Resort

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Register

 Community Bankers of Washington  is proud to bring you the never-to-be-missed event of the year for community bankers - CBW's Membership Convention & Trade Show.  Enjoy an exciting and thought provoking program, high-quality entertainment, and prime opportunities to meet with leaders in the community banking industry.

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Register Now

$595 CBW Members until July 31st
$645 CBW Members after July 31st    
$795 Non-member community bankers

Reserve your room at Tulalip Resort by August 15, 2022 for best rates.
​Call 866-716-7162
Room Rates:  $149

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About The Speakers

AGENDA subject to change

Wednesday, September 14

Bank Director's Program - Pre-Convention Extra
BUILDING A BETTER BOARD
Philip Smith, Gerrish Smith Tuck
12:00 pm-3:45 pm, includes lunch
$75 with convention registration    $195 Director's Program only
Board development from industry expert Philip Smith.  Topics include 

• Director Legal Duties and Responsibilities
• The Independence Question
• Changing and Emerging Corporate Governance Issues
• The Board’s Role in Strategic Planning
• The Board’s Role in M&A
• Fundamental Ways to Improve Meeting

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5:30 PM Reception & Trade Show (Orca Ballroom 1)
Kickoff the convention & trade show at this private reception for bankers & sponsors.
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7:00-9:00 PM - Dinner & Trivia Night
Who's the smartest?  Who know the most random facts? Put your pride on the line and compete with your team (the people at your dinner table) to see who really is a know-it-all.

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​Thursday, September 15
General Session in Orca Ballroom 2

7:00 AM - Breakfast (Orca Ballroom 2)

8:00  ICBA - Your Voice in DC
Sarah Getzlaff, CEO Security First Bank of North Dakota, ICBA Treasurer
Sarah brings a banker's perspective on what is transpiring on Capitol Hill.  CBW is proud to partner with ICBA to advocate for the community banking industry.

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8:30 FDIC Update
Kathy Moe, FDIC
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9:15 Rapid Retention: 10 Reasons Employees Leave & What You Can Do About It
Joey Spivey, Shazam
There is no shortage of research exploring the most common factors that drive employees away from organizations. This action-oriented session synthesizes that research, and pairs each of the ten most common reasons employees are leaving with impactful recommendations to ensure your bank is attracting and retaining top talent.

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10:00 Is Your ALCO Prepared for a Round Trip in the Fed Funds Rate?
James Nowak, United Bankers Bank
With forward looking economic models turning negative and the US yield curve inverting, ALCO discussions need to turn to falling interest rates.  What makes that difficult to do is, the Fed is not done raising rates yet.  Making the wrong choices today, could cost you earnings tomorrow

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10:50-11:35 Breakout Sessions

​Chinook 2
​3 Top Trends in Community Banking:  Retail Video Analytics, Secure Managed Services, and Serverless Nextgen Cloud.
Scott Fieber, Cook Solutions Group

• Learn how retail, marketing, operations, and compliance can leverage video analytics to better understand your customers.
• Discover the advantage of Truly Managed Services, and how they maximize efficiencies while reducing operational costs.
• Find ways that the Nextgen Cloud can consolidate and simplify your check imaging back end. ​

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Chinook 3 - TBA

11:30 Lunch 
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1:00 - TBA
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1:45 Community Banking: A Bright New Outlook for an Old Industry
Philip Smith, Gerrish Smith Tuck
 Let’s face it, community banking is, or at least seems like, an old industry. So, are community banks destined to fade into the sunset? Should we all simply find a larger bank to partner with and end our misery? No! There remains a bright outlook for community banks. This session will highlight the areas where community banks should focus to maintain organizational relevance, improve board governance, manage the current M&A market and be well-positioned for the bright and exciting future that community banks will hold in the financial services industry.

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2:30 Fintech Showcase
Moderator - Kristina Morris, ICBA
Fintech contestants make their pitch to our panel of community bankers "sharks".  Featured fintechs:

• Accrue by Core10 - enables digital transformation for community banks, with digital lending, digital account opening for consumers and businesses, as well as integration-as-a-service for cores and other fintechs
• Agent IQ - allows customers to engage with their bank like they engage with friends and family and enables banks to deepen relationships with each and every one of their customers.
• DocFox workflow automation tool for digital or in-branch business account opening. It handles the business application, intelligent document analysis, and Bank Secrecy Act review for complex entities and related parties
• LemonadeLXP LemonadeLXP digital adoption and learning experience platform that helps financial institutions and fintechs drive digital adoption, fluency and transformation. 
• Unifimoney turnkey digital wealth management solution for community banks​

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5:30-7:00 PM - Trade Show & Silent Auction
Auction to benefit CBW Education Scholarship Fund - supporting education for community bankers. 
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7:00-8:00 PM - Dinner

8:00 PM - Dewayne Hill - America's Funniest Magician
Comedy Magician Dewayne Hill performs all over the nation for Fortune 1000 companies, Conferences and corporate events.  He has been featured on Food Network, The Travel Channel, ABC, NBC, Fox Sports Net.  He will be featured in a film that will air on streaming platform in 2022 and has 2 TV shows in development.  In 2021, Dewayne was voted Family Entertainer of the Year.

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​​Friday, September 16
Chinook 2 & 3

7:00 Breakfast

8:00 CBW Annual Meeting

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8:30 Advocacy Update
​Brad Tower, Phillips Burgess Government Relations

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9:00 DFI Update
​Roberta Hollinshead, DFI

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9:30 (invited) Roger Jones, Hauser Jones & Sas

10:30 Navigating a Volatile Environment: Trends & Strategies for Community Banks
David Kantor, Stifel
The environment in which Community Banks operated during the first few years of the pandemic has made a dramatic turn.  As of year-end 2021, Bank balance sheets maintained extremely high levels of cash, with limited loan demand and a heavy reliance on securities portfolios. Today, management teams are concerned about having enough liquidity amidst higher loan demand, and are experiencing minimal portfolio runoff to reinvest into higher rates.  In this section, we will examine these recent industry trends to set the stage for various strategies that can be implemented to help manage liquidity, interest rate risk, capital at risk, and earnings.  

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11:30 Prize Drawings - Must be present to win
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Questions? - kathy@communitybankers-wa.org or 360-754-5138

Register