Economic Forecast Forum

Sure to once again attract a sold-out crowd, the NC Chamber and the North Carolina Bankers Association proudly present the 17th Annual Economic Forecast Forum, a gathering of our state’s most powerful and influential leaders, to discuss how the state can become a leader in job retention, job creation and quality of life. This highly acclaimed event provides you with the opportunity to heighten awareness of your company to a statewide audience of more than 700 leaders in business, government, education and nonprofits.

 

PRESENTED BY

Agenda – Friday, January 4

10:30 amRegistration and Networking
11:30 amLunch
12:15 pmWelcome and Opening Speaker

Presiding:      

  • David Stevens,
    Chairman, North Carolina Bankers Association
    Mid-South Division President, SunTrust Banks
  • Tom Heiks,
    Chair, NC Chamber
    Executive Vice President: Head of Commercial Middle Market Banking, Fifth Third Bank

Opening Speaker:

  • Susan Janson,
    Chief Risk Officer, Live Oak Bank
12:45 pmBeyond the Big Fish: How North Carolina is Preparing for Unprecedented Growth

North Carolina has made it clear that it has the resources, talent and business climate necessary to attract big business. But how can we ensure our state is leveraging this growth in a way that benefits all North Carolinians? And what can we do to guarantee these “big fish” remain in North Carolina for the long haul? Panelists representing various sectors of our state economy will address these questions in a lively, fast-paced panel moderated by Spectrum News’s Tim Boyum.

  • Christopher Chung,
    Chief Executive Officer, Economic Development Partnership of North Carolina
  • Nelle Hotchkiss,
    SVP of Association Services & COO, North Carolina’s Electric Cooperatives
  • Michael Landguth,
    President and CEO, RDU Airport Authority
  • Dr. Randy Woodson, Chancellor, North Carolina State University

Moderator:

  • Tim Boyum,
    Anchor, Capital Tonight, Spectrum News
1:30 pmEconomic Forecast Panel Discussion
  • Harry M. Davis,
    Economist, North Carolina Bankers Association
    Professor of Finance, Appalachian State University
  • Michael Walden,
    William Neal Reynolds Distinguished Professor, North Carolina State University
  • Eugene Flood,
    Managing Partner, Next Sector Capital
  • Emma Turner,
    Economist, North Carolina General Assembly

Moderator:

  • Tim Boyum,
    Anchor, Capital Tonight, Spectrum News
2:15 pmAdjourn

More NCBA Events and Seminars

May
29
Wed
NCYB Triangle Region Lunch and Learn @ North State Bank
May 29 @ 11:45 am – 1:00 pm

Raleigh is one of the nation’s fastest growing cities, so come join us for lunch and a special economic update on the triangle area with a focus on the “City of Oaks.” Enjoy your meal, network with NCYB members and hear from Ashley Cagle of Wake County Economic Development.

May
30
Thu
2019 Deposit Accounts Clinic @ NC State University Club
May 30 @ 9:00 am – 3:00 pm

PROGRAM INFORMATION

Confirmed topics for this program include:

  • 2019 BSA/AML Trends
  • Elder Financial Abuse
  • Establishing Deposit Accounts for Trusts and Trustees
  • 2019 ACH Rules Updates & Hot Topics
  • Attracting Deposits: Promotional Pricing Best Practices

Stay tuned for the official program agenda!

SPEAKER INFORMATION

Confirmed speakers include:

Wanda Downs – Vice President of Payments Education, ePayResources

Wanda is the Vice President of Payments Education for ePayResources where she is responsible for the development and delivery of electronic payments education, including in-person classes, web conferences, and webcasts. She has more than 30 years’ experience in the financial industry, including customer/member service, lending, operations, accounting, and management. Wanda understands the challenges and opportunities facing stakeholders in the payments industry. Prior to joining ePayResources, she worked for First Carolina Corporate Credit Union in member relations, business development, and marketing where she worked with credit unions across the Carolinas and Virginia.

 

 

Caren Enloe – Partner, Smith Debnam

Caren is a partner with Smith Debnam, and concentrates her practice in consumer financial services litigation and compliance, bankruptcy, and commercial litigation with an emphasis on creditor’s rights. She practiced with Smith Debnam from 1992 until 2011 and rejoined the firm in 2015 following a three and a half year stint with an Am Law 200 law firm based in Atlanta. She has a deep understanding of the complex compliance environment surrounding the financial services industry and regularly advises financial service companies on licensing and compliance issues involving state and federal consumer protection and finance statutes.

 

 

Glenn Grossman – Principal Consultant of Deposits Practice, FICO

Glenn is a Principal Consultant with FICO’s Deposits Practice. In this role, he focuses on solutions that address deposit pricing needs to attract and retain customers. Glenn started his career in banking with Bank of America. As an experienced product manager within retail banking he launched products in savings and payments including eight patents related to consumer banking. In recent years his work has focused on banks leveraging analytics and decision technology such as price execution to create value for consumers and increased revenue for financial institutions.

 

 

Knox Proctor – Attorney, Ward and Smith

Knox is a general business attorney with a financial institutions and regulatory background with Ward and Smith, P.A.. He helps large, mid-sized, and small businesses with general corporate and business issues, including mergers and acquisitions, and is particularly well-equipped to address a variety of regulatory issues and lending matters. Knox has experience with securities issues, and also advises on trust issues, securities brokerage, investment advice and asset management services, and insurance services. He serves on various North Carolina Bar Association committees, including those that deal with legislative issues affecting financial institutions and trust administration. Prior to joining Ward and Smith, Knox served as related financial services counsel for one of North Carolina’s major multi-bank holding companies. Before that, he practiced law with a large law firm in Raleigh.  Knox was named a 2017 “Lawyer of the Year” by Best Lawyers in the field of Corporate Law.

 

Jeb Saunders – Assistant Attorney General in the Consumer Protection Division, NC Department of Justice

Jeb is an Assistant Attorney General in the Consumer Protection Division of the North Carolina Department of Justice.  His work involves bringing enforcement actions against individuals and companies engaged in elder fraud, home appliance and retail fraud, and tax preparation fraud.  Recently, he has also been involved in investigations of pharmaceutical practices concerning drug pricing. Prior to accepting his current position as an Assistant Attorney General in 2012, he practiced law in Michigan for 15 years and represented employees in workers’ compensation and civil rights cases.

 

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $159/night for our attendees at the North Raleigh Hilton. To secure this discounted rate, please call the hotel directly at 919.872.2323 and ask for the NC Bankers Association discounted rate. This rate includes complimentary transportation to and from the North Hills Mall. The hotel is located seven miles away from the University Club.

Please note that attendees are responsible for securing their hotel reservations. Should you encounter any issues with your reservation, please contact Business Travel Sales Manager, Courtney Quatrara at 919.878.4914 or courtney.quatrara@hiltonraleighnh.com.

Jun
12
Wed
Webinar – Certified Banking Vendor Manager Training @ Online, Self-Paced
Jun 12 all-day

PROGRAM INFORMATION

The NCBA is partnering with SBS CyberSecurity on the Certified Banking Vendor Manager virtual training. This training is self-paced, with a launch date of June 12. Attendees will be given a roster of all participants to allow for peer discussion and networking while taking the course. Total allowed time to complete the course is ten weeks, and includes 6.5 lecture hours, 8 lab exercises and a final exam. Click HERE to watch a short video from the instructor for a more detailed description of the course.

This course includes real-world exercises to build a comprehensive vendor management program to take back to organizations. Objectives include:

  • Become a trusted expert in vendor management in the eyes of your auditor or examiner
  • Develop a clear understanding and confidently implement a vendor selection and review process
  • Comply with FFIEC external dependency management guidelines

Topics that will be covered are:

  • Vendor breaches, laws, and regulations
  • Information security program and risk management
  • Selection of vendors
  • Ongoing vendor management
  • Creating a dynamic vendor management program
  • Contract structuring
  • IT audit and exam preparation

This is a must-attend program for ISOs, Auditors, IT Managers, Compliance Officers, Security Personnel and Operations Officers.

 

Speaker Information

Jon Waldman – Co-Founder, SBS CyberSecurity and SBS Institute & Executive Vice President, IS Consulting
CISA, CRISC

Jon Waldman is a co-founder and Senior Information Security Consultant for SBS CyberSecurity, a premier cybersecurity consulting and audit firm dedicated to making a positive impact on the banking and financial services industry. He maintains his CISA and CRISC certifications and received his Bachelor of Science in Computer Information Systems and his Master of Science in Information Assurance with an emphasis in Banking and Finance Security from Dakota State University. Over the last ten years Jon has helped hundreds of financial institutions across the country create and implement comprehensive, valuable, and manageable Information Security Programs. He also conducts webinars and certification programs for the SBS Institute.

Jun
18
Tue
Bolstering Your Preventative Practices to Meet the Latest Wave of Sexual Harassment Claims @ Online
Jun 18 @ 11:00 am – 12:00 pm

PROGRAM INFORMATION

The NCBA is partnering with Jackson Lewis on this webinar. In this interactive hour-long session, we will look at the brief history of the #metoo movement and how it has changed the landscape of harassment claims in the workplace. The program will include a refresher on the law of sexual harassment, but will focus primarily on best policies and practices for employers. We will discuss the importance of:

  • Modeling appropriate behavior at the top of the organization
  • Adopting meaningful anti-harassment policies
  • Training workforces on these policies
  • Conducting a swift and thorough investigation if a claim is made

Who should attend: upper level managers and human resources professionals.

 

Speaker Information

Chase Samples – Principal, Jackson Lewis 

Chase Samples is a Principal in the Greenville, South Carolina, office of Jackson Lewis P.C. His practice covers the spectrum of employment litigation, including both state and federal claims, and individual and class action suits.

Chase regularly defends corporations and organizations against a variety of legal claims including wrongful termination, discrimination, harassment, retaliation, wage and hour, breach of contract, and ERISA claims. His class action and collective action experience includes both ERISA and FLSA wage and hour actions.

As an undergraduate, Chase was elected to Phi Beta Kappa and won the Pi Sigma Alpha 2005 National Prize for Best Undergraduate Honor’s Thesis. He is also a member of Quaternion. While attending law school, he served on the editorial board of the Georgia Law Review. Actively involved in the law school’s advocacy program, he won the National Trial Competition Regional tournament and served as Vice Chairman of the Mock Trial Executive Board. Mr. Samples was awarded the Ronald Carlson Award for Excellence in the Study of Evidence, and he was a member of the Joseph Henry Lumpkin Inn of Court, the Order of the Coif, and the National Order of the Barristers.

After law school, he clerked for two years for the Honorable Henry F. Floyd, U.S. District Judge for the District of South Carolina.

Jul
10
Wed
Webinar – Management Essentials @ Online, Self-Paced
Jul 10 @ 9:00 am – 10:00 am

PROGRAM INFORMATION

The NCBA is partnering with the ABA on this special launch of Management Essentials virtual training. This training is self-paced, with a launch date of July 10. Attendees will be given a roster of all participants to allow for peer discussion and networking while taking the course. Total allowed time to complete the course is nine weeks, and will take about 90 minutes total to complete. Attendees must complete the course by Thursday, September 12. The program will end with a live webinar on Friday, September 13 featuring HR experts from the ABA to discuss best management skills and practices.

 

This suite of six courses explores best practices for successfully managing employees, from interviewing to managing performance. Completing this course provides tips and tactics for coaching employees, developing a recognition program, and holding effective meetings. Concise, impactful lessons can be applied on the job immediately.

Course titles include:

  • Interviewing: Guides attendees through methods on conducting an effective interview
    • How to quickly identify job requirements and skills
    • Discover various types of interview questions to ask and listening techniques to use
    • Ensure your interviewing follows legal guidelines and helps you make fair hiring decisions
  • Managing Performance: Guides registrants through managing performance proactively
    • Learn how to leverage the three steps in the performance management cycle to ensure that employees stay focused on, and remain accountable for, business goals and outcomes
  • Employee Recognition: Guides attendees through preparing and delivering recognition in a way that makes the employee feel valued and appreciated
    • Get tactics for reinforcing desired behaviors and actions for ongoing employee performance success
  • Coaching: Guides registrants through cultivating a coaching relationship
    • Recognize coaching opportunities and invite an employee into a coaching relationship
    • Explore how to identify each employees’ skills and their opportunities for development
    • Discover ways to collaboratively create a coaching plan
  • Effective Meetings: Guides attendees through planning and managing effective meetings.
    • Learn how to hold meetings that give your team the opportunity to interact, collaborate, and share ideas, as well as resolve problems and make informed decisions
  • Corrective Action: this session will guide attendees through facilitating an employee’s improvement using the progressive disciplinary model
    • Understand how to apply corrective action in a balanced and objective manner
    • Learn when corrective action is justified and the consequences of not taking action

This is a must-attend program for first-time managers who need an introduction to essential skills, or experienced managers and supervisors who want a refresher on management skills. 

Speaker Information

Stay tuned for speaker information!

Jul
16
Tue
Webinar – Bank Notes of Q3 @ Online
Jul 16 @ 10:00 am – 11:00 am

PROGRAM INFORMATION

The NCBA is partnering with Arnold & Porter on the Bank Notes of 2019 webinar series. This will be a quarterly series of webinars that are offered exclusively to NCBA members addressing regulatory issues that are most relevant to North Carolina banks.

All webinars are live programs and will begin at 10:00 am EST on the following days:

  • Q3 – Tuesday, July 16
  • Q4 – Tuesday, November 12

Each Bank Notes session will include a report on:

  • New Rules and Regulations
  • Enforcement Actions and Trends
  • M&A Activity
  • 20-Minute Deep Dive into Regulatory Topic for the Quarter

Session swill be tailored to educate all aspects of banks’ operations (customer relationship personnel, BSA officers, legal, compliance, audit, operations, senior management, and directors). Each session will be 50 minutes, followed by a 10-minute Q&A session. The link will be delivered to attendees 24 hours before the program begins, and each registrant will be provided with an e-book containing the presentation materials and other supporting documents relevant to the discussion.

 

Speaker Information

Michael Mancusi – Partner, Arnold & Porter

Michael Mancusi represents domestic and foreign banks, credit unions, and other financial services clients in a wide range of state and federal regulatory, compliance, and enforcement matters. He also has substantial experience representing clients in government and corporate internal investigations, including entities subject to anti-money laundering requirements.

Mr. Mancusi counsels clients facing complex corporate governance and structural issues and represents clients before key state and federal bank regulatory agencies, including the Office of the Comptroller of the Currency, the Federal Reserve, the FDIC, the National Credit Union Administration, the Financial Crimes Enforcement Network, the Consumer Financial Protection Bureau, and the Office of Foreign Assets Control.

Kevin Toomey – Associate, Arnold & Porter

Kevin Toomey represents bank and nonbank financial services companies, along with their boards of directors, executives, and senior management, in a wide range of enforcement, regulatory, compliance, and governance matters before the federal and state banking agencies, Department of Justice, CFPB, FinCEN, and OFAC. Mr. Toomey regularly represents clients in investigative proceedings, including navigating internal and government investigations, and advises clients on issues relating to the Bank Secrecy Act and anti-money laundering requirements, consumer protection, the Dodd-Frank Wall Street Reform and Consumer Protection Act, and state and federal banking laws and regulations.

Jul
28
Sun
83rd Annual School of Banking @ William & Ida Friday Center - Chapel Hill
Jul 28 – Aug 2 all-day
Sep
4
Wed
2019 Fall Compliance Update Seminar @ Greensboro - High Point Marriott
Sep 4 @ 9:00 am – Sep 5 @ 12:30 pm

Registration Will Open On July 1

Time: Day 1, 9 am – 5 pm
Day 2, 8:30 am – 12:30 pm

PROGRAM INFORMATION

Patti’s coming back to town to help guide us through the murky waters of compliance updates. You and your compliance team won’t want to miss this informative session! Stay tuned for a complete list of topics that Patti will be covering.

 

SPEAKER INFORMATION

Patti Blenden

Patti Blenden is a dynamic speaker and leader with strong, intuitive management skills, and a deep conviction that “excellence is not optional.” She has extensive experience in working with financial institutions, bank data processors and governmental agencies. Patti has more than 35 years of experience in the financial industry as an entrepreneur and financial institution executive. She is a Certified Public Accountant, skilled regulatory compliance consultant, bank operations specialist, system automation designer and an enthusiastic regulatory compliance instructor who believes in providing real-world solutions ready for immediate implementation.

Patti founded Financial Solutions in 1990 to offer financial institutions complete, cost-effective regulatory compliance solutions, thereby eliminating an institution’s need to rush to increase overhead. The company specializes in providing regulatory compliance assistance for financial institutions through policies, programs, on-site compliance reviews and customized training.

 

LODGING INFORMATION

Stay tuned for lodging details!

Sep
23
Mon
2019 Fusion Forum @ Washington Duke Inn
Sep 23 – Sep 25 all-day

This event is a fusion of our traditional CFO Symposium, Management Team Conference, Credit Conference and Security Summit. Registration for your role specific pathway will be offered as well as a full forum registration which will allow you to choose your own path.

If you are interested in being a sponsor at this event, please contact Blair Jernigan at blair@ncbankers.org or Brianna Reeder at brianna@ncbankers.org.

Sep
30
Mon
Universal Banker Certification Series @ North Carolina Bankers Association
Sep 30 – Oct 3 all-day

Registration will open on July 1.

 

Registration Rates
Full Series: $1,350 (Early Bird – 9/16) / $1,400 (Regular – after 9/16)
Single Day Registration: $385 (Early Bird – 9/16) / $435 (Regular – after 9/16)

PROGRAM INFORMATION

The complete Universal Banker Certification Series is a four-day program.Attendees can either elect to register for the full series, or for the individual segments. To view the full program overview with descriptions and a video highlight, please CLICK HERE.

The Goals

  1. An understanding of the challenges in community banking
  2. An opportunity to learn about the best UX-user/customer experience
  3. The ability to plan for the impact of technology, artificial intelligence, and self-service on the community bank and banker
  4. The skills to be an ambassador for the bank, and build your personal network

Who Should Attend

Bankers from any department within the bank. These bankers may be new hires, beginning bankers, or bankers with years of experience. They are the emerging bankers who want to become qualified to move laterally or forward in the organization.

The Agenda

Day 1 – Culture Shifting in Community Banks 
Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures. 

  • Why community banks fail to compete
  • Creating the advisory environment across the bank
  • Growing the community bank appropriately
  • Challenges in changing culture
  • Analyzing staff performance across the bank
  • Critical thinking – see the big picture
  • The why’s – learn the why I am doing something and the interworking of the job
  • Assignment to be completed by Day 2

Day 2 – Wowing the Customer 
Addresses the needs, wants, and expectations of the new, digital, and younger customers and employees. 

  • Present each team’s Day 1 assignment findings to the class
  • Customer expectations from smart customers
  • Creating the ultimate UX (user/customer experience)
  • Data vs. data driven decision-making
  • Streamlining your work processes
  • iGen and millennial customers – trouble and opportunity ahead, must be able to manage relationships up and down with co-workers, and with customer relationships
  • Develop leadership skills and wow your employer – they will take notice
  • Team work and flexibility go both ways – employee and employer – there is no departmental – only one employer
  • Assignment to be completed before Day 3 (for full series attendees only)

Day 3 – Your Advisory Role
Presents opportunities for the bank and banker to engage in activities and skills to drive results across the bank for the foreseeable future.

  • Present each team’s Day 2 assignment findings to the class
  • Bank products – WIIFM (what’s in it for me?)
  • The bank of the future – technology, artificial intelligence, and self service
  • Transitioning your bank for the future
  • Team selection and team rewards
  • Social skills at events and during work time (i.e. lobby communication with customers)
  • Social and business communication/etiquette
  • Social media – what to share on Facebook, Twitter, etc.
  • Assignment to be completed before Day 4

Day 4 – An Ambassadorship & Growth 
Addresses critical skills necessary to make the banker more valuable in the bank, and in the community at large.

  • Present each team’s Day 3 assignment findings to the class
  • Being an ambassador for your bank
  • Dress in public: better to overdress than under dress
  • Doing it right the first time – proof reading for accuracy
  • Building your network
  • Assessing strengths and weaknesses – yours and the bank’s
  • Community bank case study

 

SPEAKER INFORMATION

Jennie Sobecki – Owner & CEO, Focused Results

Jennie is the Owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.

Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Jennie consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $159/night for our attendees at the North Raleigh Hilton. To secure this discounted rate, please call the hotel directly at 919.872.2323 and ask for the NC Bankers Association discounted rate. This rate includes complimentary transportation to and from the North Hills Mall. The hotel is located two miles away from the NCBA.

Please note that attendees are responsible for securing their hotel reservations. Should you encounter any issues with your reservation, please contact Business Travel Sales Manager, Courtney Quatrara at 919.878.4914 or courtney.quatrara@hiltonraleighnh.com.

Date

January 4, 2019
10:30 am - 2:15 pm

Location


Sheraton Imperial Hotel
4700 Emperor Boulevard
Durham, NC 27703

Click the button above to register for
individual seats or a reserved table of 10.

Event Sponsorship

Interested in Marketing Opportunities at the Economic Forecast Forum? View our EFF Sponsorship Opportunities brochure.

Questions about sponsorship? Contact
Grace Sampson for more details.

Event Sponsors