Bank Holding Company Association

     SEMINAR Introduction

2018 Bank Owners' Seminar: Fundamentals of Success

Tuesday, April 17 - Kansas City, Mo.

9 am.

9:15 a.m.

10:15 a.m.


To Be or Not to Be... A holding company? A sub S corp? Options for today's environment by Bob Monroe & Adam Maier of Stinson

Which option is best for your organization? How about the holding company structure itself? Is it outdated? People in some organizations have recently made that assertion. When it comes to incorporation issues and legal structure, the answers aren’t always obvious but Monroe and Maier will go through the details and help you see clearly to the right answers for your situation.

A Legal Consideration of Cybersecurity Issues at Your Bank by Karen Garrett of Stinson Leonard Street

Cybersecurity is an issue that no owner or board member can ignore. Technology is essential to any banking franchise. But the accompanying risks are substantial. Do you, your shareholders, directors and senior management understand what’s at stake? This presentation will explore the key issues and give you the tools that a board and senior management need to intelligently manage technology risks at your bank or holding company.

11 a.m.

Tax Reform Implications For Bank Holding Companies and Shareholders by Brian Mall and Dodge Docheff of BKD

Tax reform, signed into law in December, is changing the landscape for the foreseeable future. You probably know that the corporate tax rate was cut to 21 percent, but do you understand the ramifications of the law with respect to the deduction for interest paid by businesses, or for deducting entertainment expenses? What’s happening with the Section 199A deduction for S corp shareholders? All that and more will be covered here.

12 p.m.

12:45 p.m.


Who's afraid of the Big Bad Wolves by KC Mathews of UMB Bank

There are wolves lurking in the shadows of the economy; some attempting to blow down our economic momentum. We've experienced headwinds that have huffed and puffed, yet turn out to be nothing more than a wolf in sheep's clothing. As the story goes, should we be afraid of the big bad wolves?

KC Mathews, UMB Chief Investment Officer will share the 2018 Economic Forecast, where attendees can gain insights into trends impacting the current economic environment and what's to come in the new year.

2 p.m.

Investing with Conviction by Aaron Stoffer of Country Club Bank

Are rates headed higher or have we peaked for a while? If you believe rates are headed higher, which rates will be higher and what will be the shape of the curve six months from now? Whatever your conviction is for where rates are headed, it is important to have a firm belief or opinion as to the best investment path for your organization. This presentation will focus on the investment options to better support your conviction. We will examine how best to position your portfolio to meet your rate bias and bank strategy in the new year. 

3 p.m.

4 p.m.

Ownership Succession Planning by Blake Crow and Rhea Hemish of Eide Bailly

What’s next for your organization? In this presentation Eide Bailly will offer a list of considerations for anyone making an ownership succession plan. Will the bank stay in the family? Do you plan to sell to another bank? Perhaps go public? Have you thought about creating an ESOP? There are numerous options and this team from Eide Bailly will spur thinking regardless of your future plans.

Compensation Strategies to Attract, Retain and Motivate the Next Generation by David Shoemaker and Ken Derks of Equias Alliance, an NFP Company; Chris Floyd of First National Bank of Syracuse and John Boma of New York Life.

Bankers continue to be concerned about losing top talent to competing organizations. Retaining top talent is critical to profitability and revenue enhancement growth. Hear from Chris Floyd, CEO of  First National Bank of Syracuse, Syracuse, KS on his perspective and a case study of custom-tailored mid to long term incentives used to retain key officers as well as John Boma, Vice President of New York Life based in Kansas City who will share his perspectives on retention strategies. Learn strategies to align both short and long-term profitability goals with compensation strategies along with various plan designs, provisions and strategies. The session will include an update on KS and MO bank financials.

5-6:30 p.m.

Reception (hosted by Stinson Leonard Street)

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