2023 VBA Annual Convention
Event Portal
We are thrilled to welcome you to The Breakers for our event! This year’s Convention will combine a great lineup of speakers on timely topics and networking with bankers and industry providers. We are excited to come together, enjoy each other’s company and educate ourselves on industry topics together.
Please bookmark this page for easy access during the event!
Thank you to our portal sponsor, Global Payments
VBA Endorsed Provider Global Payments is one of the nation’s leading providers of payment processing services. Committed to providing state-of-the-art payment technology and data security, Global Payments offers innovative solutions to satisfy the needs and demands of your business clients. With an infrastructure designed to support financial institutions of all sizes, Global Payments offers specialized tools and services to help you maximize merchant acquisition and retention. Their dedicated business development support team and customized sales programs will help drive your institution’s non-interest income growth.
Joanne Tyrrell
Vice President, Financial Institutions
(813) 853-3593
joanne.tyrrell@globalpay.com
https://lp.globalpaymentsintegrated.com/lps/fi-agent
Convention Dates, About the Hotel & Attire
Convention dates
June 25-28, 2023
About the Breakers
The Breakers Palm Beach
One South County Road
Palm Beach, FL 33480
1(833) 200-7801
The Breakers is a quick 15-minute drive from the Palm Beach International Airport. For location details and property maps, click here. You can learn more about the history of The Breakers here.
Parking Information
Overnight valet parking is complimentary for guests staying at The Breakers.
For commuters, daily parking is available for $35 per day.
Attire
Attire for all VBA events is resort casual. Resort casual attire includes polo shirts, shorts, sandals, sundresses, etc. Dress requirements may vary with the specific restaurant or activity.
Agenda & Attendee Roster
Roster of Attendees
Agenda
See the “Speaker Information & Session Materials” dropdown below for full General Session descriptions.
| Sunday, June 25th |
Event | Location |
|---|---|---|
| 3:00–5:00 PM | Registration & Refreshments Sponsored by FHLBank Atlanta |
Magnolia Room |
| 5:30–7:00 PM | Welcome Reception Sponsored by Investors Title Insurance Co. |
Ocean Lawn Weather Backup: Ponce de Leon Ballroom 4,5,6 |
| Monday, June 26th |
Event | Location |
|---|---|---|
|
7:30–8:00 AM |
Registration |
North Venetian Foyer |
| 8:00–11:30 AM | General Session & Breakout Sessions | Venetian Ballroom; Breakouts in Magnolia and Gold Rooms |
|
8:00–8:05 AM Welcome & Announcements
8:05–8:55 AM What’s Next for the US Labor Market?
8:55–9:45 AM Infinite Influence: The New Leadership Style Required for Attracting, Retaining, and Engaging Great Employees in Today’s World
9:45–10:00 AM Break
10:00–10:40 AM Concurrent Breakout Sessions I & II
Preparing for a Focus on Process and Efficiency Mike Holt
Managing Loan Pricing in Changing Rates Dave Koch
10:40–10:50 AM Break
10:50–11:30 AM Concurrent Breakout Sessions III & IV
Interest Rate Swaps: Avoid Being Exposed When the Tide Goes Out Bob Newman
What the Board Needs to Know in 2023 Chris Kochard |
||
| 12:15–12:45 PM | Registration Desk Open Sponsored by FHLBank Atlanta |
North Venetian Foyer |
| 9:30-11:00 AM |
Spouse/Guest Mix & Mingle |
Gulfstream Room |
| 11:30 AM-Noon | Registration Open | North Venetian Foyer |
| 12:30 PM | Golf Tournament: Shotgun Start Tournament sponsored by Vericast The shuttle begins at 11:45 AM. The shuttle picks up and drops off at the fountain on the main drive in front of the hotel. Pre-registration required |
Ocean Course |
|
6:00-7:00 PM |
Reception Sponsored by Marsh McLellan Agency, SageView, VBA Benefits Corp. and Voya |
Front Lawn Weather Backup: Ponce de Leon Ballroom 4,5,6 and/or South Ballroom Foyer |
| Tuesday, June 27th |
Event | Location |
|---|---|---|
|
8:15-8:45 AM |
Registration |
North Venetian Foyer |
| 8:45-11:45 AM | General Session | Venetian Ballroom |
|
8:45–9:00 AM Welcome, Announcements, President’s Report, VBA Education Foundation & VBA BankPAC Updates Bruce Whitehurst
9:00-9:15 AM Chairman’s Remarks Chris Bergstrom
9:15-9:30 AM
9:30-9:45 AM Break
9:45-10:45 AM Washington 2023: Politics and Partisanship as Related to the Banking Industry Alex Vogel
10:45-11:45 AM Decision-Making to Win at the Game of Life Chaunte Lowe |
||
| 11:45 AM – 12:15 PM | Registration Desk Open Sponsored by FHLBank Atlanta |
North Venetian Foyer |
| 2:00-4:00 PM | Fun in the Sun Social Sponsored by R&T Deposit Solutions |
Ocean Lawn Weather Backup: Ponce de Leon Ballroom 4,5,6 |
| 7:00–10:00 PM |
Closing Reception & Dinner |
Ocean Lawn Weather Backup: Venetian Ballroom |
| Wednesday, June 28th |
|---|
| Departure |
Speaker Information & Session Materials
About Our Keynote Speakers
View the bios for all of our keynote speakers here!
Session Information
| Monday, June 26th | |
|---|---|
| What’s Next for the US Labor Market? Nela Richardson Chief Economist, ADP |
Nela will discuss recent trends in the labor market and worker sentiment. |
|
Infinite Influence: The New Leadership Style Required for Attracting, Retaining, and Engaging Great Employees in Today’s World |
Losing great employees may be your greatest competitive threat. Attracting, effectively engaging, and retaining ecstatic employees can be your greatest advantage. Differentiate yourself from those poaching your best employees by strategically and authentically aligning your leadership with the post-pandemic workforce. This is not an option going forward, it’s a fundamental requirement for your team’s success. The reality is that the future of work is not just tech and artificial intelligence. Instead, the leaders who can connect, engage, and Infinitely Influence today’s workforce will have the organizations that lead us into the future. A one-size-fits-all leadership approach is a tactic of the past that doesn’t work best anymore. Infinite Influence, a new leadership and culture strategy, focuses all communication, decision-making, and resources – emotional, financial, and otherwise – on actions and benefits that create a high-performing, irresistible workplace that today’s best employees require. |
|
Preparing for a Focus on Process and Efficiency |
The last couple of years has pushed banks in a way that challenges how bankers serve customers—both internal and external. It’s time to shift the focus to process efficiency and effectiveness throughout the bank. Are areas such as loan operations and deposit operations designed to best serve lenders and customer-facing staff? Is the organization structured to most effectively serve the customer in a way that can be profitable for the bank? Many staff roles will need to be repurposed and workflows will need to be reengineered. This session will cover the main areas where the bank can focus in order to be a well-oiled customer. |
|
Managing Loan Pricing in Changing Rates: How to Stay Abreast and Profitable as Markets Adjust |
During this session, we will outline the best practices for determining profitability in loan pricing and present a concrete decision-making process to help ensure a more proactive and profitable margin under changing market rates. |
|
Interest Rate Swaps: Avoid Being Exposed When the Tide Goes Out |
With the 2020 liquidity wave receding, inflation and a vigilant Fed have led to interest rate volatility and uncertainty not seen since the early 1980s. This session provides examples of banks utilizing hedging tools to confidently navigate rising funding costs, AOCI losses and the potential for a downward pivot; thereby avoiding “swimming unprepared.” |
|
What the Board Needs to Know in 2023 |
Gain practical insight on what CEOs and directors need to know in 2023 and beyond. Topics include M&A, Fintech, Balance Sheet management, corporate governance, the regulatory environment and more. Chris Kochard, an investment banker from Keefe, Bruyette & Woods, and Seth Winter, an attorney from Troutman Pepper, will discuss the most important topics for CEOs and bank directors in 2023. |
| Tuesday, June 27th | |
|---|---|
|
Washington 2023: Politics and Partisanship as Related to the Banking Industry |
Alex Vogel, CEO of Vogel Group and a top-rated bipartisan lobbyist and media commentator, will walk participants through an entertaining and data backed explanation of what is driving policymakers, politicians and regulators during a chaotic and disruptive time in politics and banking and help them be better equipped to understand, avoid, and react to political and policy volatility. |
|
Decision-Making to Win at the Game of Life |
When faced with tough decisions, sometimes it’s difficult to choose the right course. You can be overcome by emotion or communicate your intentions poorly, resulting in a decision you might regret. How can you make better decisions like a winner? It turns out that the habit of good decision-making—and understanding its consequences—are skills that can be developed. In this entertaining talk, 4-time Olympian Chaunté uses stories from her own experiences as an athlete and breast cancer survivor, engaging activities, and empowering exercises to equip your audience with an arsenal of tools to support impeccable decision-making. |
Breakfast Information
The General Sessions will begin at 8 AM on Monday and 8:45 on Tuesday. Coffee and refreshments will be provided. Please visit one of the following dining outlets for breakfast in advance of the General Sessions (opening times are listed for Monday and Tuesday):
- News & Gourmet (opens at 6 AM)
- The Circle (opens at 7 AM)
- The Beach Club Restaurant (opens at 8 AM)
Activities & Entertainment
Attire for all VBA events is resort casual. Resort casual attire includes polo shirts, shorts, sandals, sundresses, etc. Dress requirements may vary with the specific restaurant or activity.
Welcome reception
Sunday, June 24 from 5:30-7:00 PM
Ocean Lawn
Weather Backup: Ponce de Leon Ballroom 4,5,6
Sponsored by Investors Title Insurance Co.
Our Welcome Reception will feature steel drum musical entertainment.
Golf Tournament at the Ocean Course
Monday, June 26 with a 12:30 PM Shotgun Start
11:45 AM Shuttle Departure
Tournament sponsored by VERICAST
2023 Golf Tournament Roster
The golf pairings list can be found here. *Pairings may shift based on last-minute cancellations.
The tournament is Captain’s Choice (Scramble) and will include:
- Men’s and women’s longest drive contests
- Closest to the pin contests
- Cash prizes for winners
- Boxed lunches
Tournament participants are required to sign this waiver. A golf confirmation email will be sent to all participants that will contain more details about the tournament.
*Pre-registration is required. The deadline to register for the Golf Tournament was June 15th. Please contact Gail Queen with any changes in plans. To receive a refund, attendees must have canceled before June 15th.
Spouse/Guest Mix & Mingle
Monday, June 26 at 9:30 a.m.
Gulfstream Room 3&4
2023 Spouse/Guest Mix & Mingle Roster
Longtime Palm Beach resident Leslie Diver, Island Living Tours, will educate and entertain our Mix & Mingle attendees*. After a mimosa and mingling, Leslie, a real insider, will provide an up-close-and-personal view of Palm Beach, highlighting its colorful history, worldclass architecture, and the skinny on residents – famous and infamous. In a town that boasts incomparable allure and draws denizens that include rocker Rod Stewart, Yoko Ono, Bon Jovi, author James Patterson and more, there are plenty of stories to share.
*The Mix & Mingle registration is full. Please contact Gail Queen to be added to the waiting list or with any changes in plans.
Monday evening reception
Monday, June 26 from 6:00-7:00 PM
Front Lawn
Weather Backup: Ponce de Leon Ballroom 4,5,6 and/or South Ballroom Foyer
Sponsored by Marsh McLellan Agency, SageView, VBA Benefits Corp. and Voya
Our Monday night reception will feature music from Jahzilla Duo.
Fun in the Sun Social
Tuesday, June 27th from 2:00-4:00 PM
Ocean Lawn
Sponsored by R&T Deposit Solutions
Join us to socialize with your friends and colleagues. Enjoy an open bar, giveaways from sponsor R&T Deposit Solutions, and casual lawn games like cornhole, giant Jenga and Connect Four.
Stop by after lunch or come by before your swim – feel free to come dressed as you are! No registration is required – this event is open to all Convention attendees and guests.
Closing Reception & Dinner
Tuesday, June 27th from 7:00-10:00 PM
Ocean Lawn
Weather Backup: The Circle (reception) and Venetian Ballroom (dinner)
Sponsored by Bankers Insurance
All Convention attendees are invited to join us for a closing reception and dinner on Tuesday evening. Musical entertainment will be provided by the Phase5 Band. Since coming together in 2009, The Phase5 Band has become a driving force within the wedding and event entertainment industry. Phase5 is widely known for their ability to combine everything from rock, soul, pop, funk, R&B, Motown, jazz and classics into a seamless evening of music that people of all ages will remember.
Daily Newsletters
Thank you to our daily newsletter sponsor, PCBB!
Wi-Fi Information
Sponsored by Virginia Housing
While onsite at The Breakers, please use the following network/password during the general sessions.
Network: Breakers Guest Wireless
No password is needed; after you select the guest wireless network, The Breakers splash page should appear on your screen. Click the accept button to connect.
Thank You to Our Sponsors!
Thank you to our event sponsors! Without their support, we could not stage a Convention to the scale we have this year. Please show your appreciation to them during the Convention.
Contact Amy Binns for more information about sponsorship opportunities.
Contribute to the 2023 VBA Education Foundation Annual Fund Campaign – Help Us Reach Our $70,000 Goal!
Please complete this form to help the VBA Education Foundation reach the 2023 goal of $70,000 for the Annual Fund Campaign by making a contribution to the Walter Ayers Fund for Financial Education. Contributions to this year’s campaign can be made via check or credit card.
CPE Information
Please click here to complete a form to receive Continuing Professional Education (CPE) credits for this year’s Convention.