Bank Directors’ Symposium
Co-sponsored by the Virginia Association of Community Banks

Conference/Seminar/School Kristen Reid

The Directors’ Symposium, co-sponsored by the Virginia Association of Community Banks, provides bank board members with current data, thought-provoking industry trends and networking opportunities with other directors and regulators. The program is designed to benefit both new directors and seasoned veterans on the Board.

Register Now!

Dates & Locations

April 19, 2022 April 20, 2022
Hotel Roanoke 
110 Shenandoah Avenue
Roanoke, VA 24016
Hilton Short Pump
12042 W Broad Street
Richmond, VA 23233

2022 Agenda

8:30am Breakfast and Registration

9:00am-9:05am Welcome

9:05 – 9:55am Economic Update Renee Haltom | Federal Reserve Bank of Richmond

9:55 – 10:45am The DEI Landscape in Banking and the Role of the Board in a Bank’s DEI Strategy Leslie Schreiner | FHLBank Atlanta

Organizations of all shapes and sizes are taking intentional steps to support a diverse workplace and foster a culture of equity and inclusivity. Banks are feeling more pressure than ever from internal and external stakeholders to demonstrate their responsiveness and activities in this area. While management is tasked with the execution of diversity, equity, and inclusion strategies, boards play an important role in putting management on a path for success and setting a tone of inclusivity for the organization as a whole. Join Leslie Schreiner, Director of Diversity, Equity, and Inclusion at Federal Home Loan Bank of Atlanta, as she discusses what banks should consider and the positive impact boards play in promoting an effective diversity, equity, and inclusion program.

10:45 – 11:00am Networking Break

11:00 – 11:50am Cybercrime and Payments Rehman Khan & Ted Lansdale | Travelers Bond & Specialty Insurance

11:50am – 12:50pm Lunch

12:50 – 1:40pm Top 10 Questions Boards Should be Asking about Enterprise Risk Management Michael Glotz | Strategic Risk Associates

In this interactive discussion, Michael Glotz with Strategic Risk Associates will share the top 10 questions bank directors should be asking about enterprise risk management (ERM). From defining the bank’s ERM Policy to understanding the components of the policy’s Risk Maturity Framework, to instituting the necessary framework in which to oversee the numerous risks facing the bank, Michael will walk attendees through the questions and help them understand their role in overseeing the bank’s top risks and Risk Profile.

1:40 – 2:30 FinTech Engagement – Why it’s Important Charles Potts, ICBA

The community banking landscape is changing and keeping up with those changes is more challenging than ever before. The increase of fintechs in the banking space has given rise to unprecedented competition among banks and challenger companies. To stay relevant in today’s market, community bank boards must embrace these new companies and the benefits they can provide to a bank’s customer base. Finding the sweet spot between high tech and high touch is crucial to surviving and thriving in this exciting new competitive landscape. Taking a wait-and-see approach to new technologies just won’t work anymore and our presenter, Charles Potts will share his thoughts on what’s happening in the marketplace and how banks can leverage these Fintech companies to provide what bank customers want and demand.

2:30 – 3:20 Attracting and Retaining Top Talent in the Current Environment Kate Shattuck, Korn Ferry

*Sessions/Topics subject to change

2022 Speakers

Michael Glotz, MBA, CRP | Strategic Risk Associates

Michael Glotz is the Chief Executive Officer of Strategic Risk Associates (SRA) and is the firms’ practice leader for risk management, governance, capital management and crypto risk management activities. He has led numerous risk management and capital planning engagement efforts for national, regional and community organizations.  Immediately before SRA’s founding, Mr. Glotz was a Managing Vice President with Capital One Financial Corporation. Mr. Glotz held a number of senior positions with Capital One, which included the oversight and development of over 100 audit and risk professionals. Mr. Glotz received a BBA Degree in Business with the University of Wisconsin, an MBA with the University of Richmond and completed the Executive Development Program at Wharton, University of Pennsylvania. He is a Certified Risk Professional.

Renee Haltom | Federal Reserve Bank of Richmond

Renee Haltom is a vice president and regional executive at the Federal Reserve Bank of Richmond. Her work involves engaging business, banking, and community leaders on local economic conditions to inform the monetary policymaking process, as well as sharing information about the Federal Reserve System. She is based at the Richmond office and has responsibility for public outreach and engagement in Virginia, as well as for the Community Depository Institutions Advisory Council. Renee has a bachelor’s degree in economics from Michigan State University and a master’s degree in economics from the University of San Francisco.

Rehman Khan | Travelers Bond & Specialty Insurance

Rehman Khan is a seasoned security practitioner working in cyber space since 2002. Currently, at Travelers, he is responsible for r assessing cyber risk at current and prospect clients. Prior to joining Travelers, he has played key roles in developing cyber capabilities for ally nations under multiple D.O.D initiatives. He has also been in several high-impact strategic positions with major U.S banks and pharmaceutical companies where he lead multiple high-profile mergers and acquisitions.  Rehman is passionate about cyber risk and security awareness.  He is based in Chicago, IL.

Ted Lansdale | Travelers Bond & Specialty Insurance

Ted Lansdale serves as a Senior Claim Counsel on Travelers Bond & Specialty Insurance’s Management Liability First Party Claim team where he handles claims under the Financial Institution Bond and Travelers’ crime policy.  He is a former manager of Travelers’ cyber claim team and continues to handle cyber claims.  Prior to joining the insurance industry, Ted was associated with Morrison Mahoney, a Boston-based law firm, where he defended professional liability actions against a range of professionals including lawyers, accountants, and real estate professionals.  Ted graduated with honors from New England School of Law where he was an editor of the New England Law Journal and holds a bachelor’s degree in economics from Colgate University.

Charles Potts | ICBA

Charles Potts is executive vice president and chief innovation officer for the Independent Community Bankers of America® (ICBA). In this role Potts drives ICBA’s innovation, change management and financial technology strategies, working with ICBA leadership to develop impactful, value-added solutions that help community banks seize new market opportunities to meet customers’ evolving financial services’ needs. Potts’ extensive financial services experience spans more than 25 years and includes executive positions at several fintechs and international financial service providers. He previously served as executive managing director at First Performance Global, where he led business and corporate development activities for its card-control and fraud alert platform.

Leslie Schreiner | FHLBank Atlanta

Leslie H. Schreiner serves as First Vice President and Director of Diversity, Equity and Inclusion for FHLBank Atlanta. She is responsible for the development, oversight and implementation of the Bank’s strategic diversity, equity and inclusion goals, and is a certified diversity professional as well as certified diversity, equity and inclusion coach. Ms. Schreiner was a founding member of the Bank’s Diversity and Inclusion Council and has run the Bank’s supplier diversity program. Previously, Schreiner served as the Bank’s Director of Strategic Planning and Accounting Services from 2016-2018, and was responsible for strategic planning and budgeting, business intelligence initiatives, as well as accounts payable, fixed assets, and expense reimbursement. She joined the Bank in 2007 as Director of Accounting Automation and Technical Compliance, and prior to this time held senior accounting roles with various companies. Schreiner earned a B.A. in Accounting from the University of Georgia and an M.B.A in Finance from Georgia State University. She is a certified public accountant.

Registration Fees

Registration Type Member Non-Member
First Four Registrants $295/person $390/person
Five+ Registrants $270/person $370/person

VBA EVENT POLICIES

By registering for this event, you are agreeing to the VBA Event Policies.

CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of the conference.

SPECIAL NEEDS & AMERICANS WITH DISABILITIES NOTICE

If you have special needs that may affect your participation in this event, please contact Kristen Reid to discuss accommodations.

Hotel Information

Hotel Roanoke 
110 Shenandoah Avenue
Roanoke, VA 24016

The VBA/VACB have  a negotiated rate of $154 (plus taxes/fees) for the April 19th Directors’ Symposium at The Hotel Roanoke.  To reserve your room, click here

Reservations must be made by March 28 to take advantage of the group rate.

Hilton Short Pump
12042 W Broad Street
Richmond, VA 23233

The VBA/VACB have  a negotiated rate of $149 (plus taxes/fees) for the April 20th Directors’ Symposium at the Hilton Short Pump.  To reserve your room, contact Hilton reservations at 1-800-445-8667 or 804-364-3600 and request the group rate for Virginia Bank Directors’ Symposium when making your reservation. 

Reservations must be made by March 29 to take advantage of the group rate.

Sponsors

Thank you to our Sponsors!

 

Paymerang logo

 

Strategic Risk Associates

 

Piper Sandler logo

 

S&P Global Market Intelligence logo

 

Interested in sponsoring this event? Contact Amy Binns to discuss opportunities.