VBA Committees Resource Page

Internal Links Tracy Ottinger

The purpose of VBA committees is to provide input to the VBA on matters affecting the banking industry and the committee’s functional area of banking, provide input to VBA’s professional development division on training needs of their functional area, provide a forum for exchange of ideas and for networking that will benefit each committee member and his/her bank, and identify possible legislative and/or regulatory issues on which the VBA should focus as the banking industry’s advocate.

View the 2021 VBA Committee Handbook Here

Antitrust Policy: It is the policy of the Virginia Bankers Association to comply with all antitrust laws. In furtherance thereof, bankers should refrain from discussing the pricing of banking services or controlling banking markets.

CFO COMMITTEE

Chair: Neil Burke, Benchmark Community Bank

VBA Staff Liaison: Stacy Puckett

CFO Committee Roster

Mission Statement: Provide a venue for collaboration and sharing of ideas for senior finance managers of VBA member banks to facilitate professional growth.

2021 Meeting Dates:

Date Time Format
3/12 10:00 a.m. Zoom
6/9 10:00 a.m. Zoom
12/8 10:00 a.m. TBD

COMPLIANCE COMMITTEE

Chair: Amy Stallings, American National Bank & Trust Co.

VBA Staff Liaison: Matt Bruning

Compliance Committee Roster

Mission Statement: Dedicated to providing a valuable service to the VBA’s member banks on matters of regulatory compliance risk, issues, and best practices in a timely manner.  The committee will recommend and coordinate affordable, yet quality, compliance education through the use of schools, seminars and networking. 

2021 Meeting Dates:

Date Time Format
3/25 10:30 a.m. Zoom
5/27 10:30 a.m. Zoom
9/14 10:30 a.m. Zoom
11/16 10:30 a.m. Zoom

EMERGING BANK LEADERS STEERING COMMITTEE 

Chair: Nicole Martin, Benchmark Community Bank

VBA Staff Liaison: Chandler Owdom

EBL Steering Committee Roster

Mission Statement: To ensure a continuum of leadership for the future of Virginia banking. 

2021 Meeting Dates:

Date Time Format
2/25 10:00 a.m. Zoom
7/15 10:00 a.m. Zoom
12/8 10:00 a.m. Zoom

GOVERNMENT RELATIONS COMMITTEE 

Chair: Maria Tedesco, Atlantic Union Bank

VBA Staff Liaison: Matt Bruning

Government Relations Committee Roster

Mission Statement: To protect and defend the interests of Virginia’s banking industry through active support of the VBA’s political and legislative efforts. 

2021 Meeting Dates:

Date Time Format
     

HUMAN RESOURCES COMMITTEE 

Chair: Nadia Summo, American National Bank & Trust Co.

VBA Staff Liaison: Suzie Allen

HR Committee Roster

Mission Statement: To enhance Virginia bankers’ ability to succeed by providing human resources leadership that inspires individual growth and commitment. The committee serves as a valuable resource on human resource initiatives and to promote professional development. 

2021 Meeting Dates:

Date Time Format
2/19 10:00 a.m. Zoom
5/8 10:00 a.m. Zoom
11/12 10:00 a.m. Zoom

LEGAL AFFAIRS COMMITTEE 

Chair: Betsy Sharon, JD, Chain Bridge Bank

VBA Staff Liaison: DeMarion Johnston

Legal Affairs Committee Roster

Mission Statement: To enhance the ability of the Association and its member banks to respond to legal challenges affecting banking in Virginia.  To this end, the Committee shall identify and review legal issues of concern; assist in developing legislative, regulatory, and judicial initiatives; and otherwise serve as a forum for the dissemination of information concerning legal developments impacting banks in Virginia. 

2021 Meeting Dates:

Date Time Format
2/1 10:30 a.m. Zoom
5/10 10:30 a.m. Zoom
8/2 10:30 a.m. TBD
11/15 10:30 a.m. TBD

LEGISLATIVE EXECUTIVES COMMITTEE 

VBA Staff Liaison: Matt Bruning

Mission Statement: To organize legislative representation for larger financial institutions. 

Legislative Executives Committee Roster

2021 Meeting Dates:

Date Time Format
     

LENDING EXECUTIVES COMMITTEE 

Chair: Ben Horne, Carter Bank & Trust

VBA Staff Liaison: Tracy Ottinger

Lending Executives Committee Roster

Mission Statement: Offers a learning environment for senior level lending officers within the Virginia Banking Community and provides input and feedback to the VBA on key legislative issues and lending opportunities that impact Virginia banks. 

2021 Meeting Dates:

Date Time Format
2/5 10:00 a.m. Zoom
5/14 10:00 a.m. Zoom
7/23 10:00 a.m. In-person
12/3 10:00 a.m. In-person

MARKETING COMMITTEE 

Chair: Helen Person, Benchmark Community Bank

VBA Staff Liaison: Courtney Fleming

Marketing Committee Roster

Mission Statement: Provides a venue for idea sharing, collaboration and problem solving on bank marketing and public relations issues. 

Marketing Committee Q&A

Question (1/19/21): Does anyone have a joint marketing agreement that they use with partners they would care to share?

  • No marketing agreement.  Contracts come from the vendor and are negotiated from there.

Question (1/19/21): Who everyone is using for the their customer email program. Constant Contact? MailChimp? Something else?And has anyone had any issues with customers raising concerns about the emails they receive because the links shown in the rollover do not look like the bank’s URL?  We are using Constant Contact and they add unique coding to the hyperlinks to use for tracking purposes and a customer became suspicious that it was a Phishing email.  Just wondering if this a common issue or if there are other options out there that don’t create this concern.

  • GetResponse.  There are pros and cons. The price is great but there are limitations. I am hoping to add Pardot marketing automation onto our instance of Salesforce and start pushing out email campaigns through that 
  • Salesforce and are working on the integration with our new core – FIS Horizon, and plan to use Pardot as well. It should be fully integrated.  I don’t know if there will be an issue with the URLs.
  • Constant Contact – Issue with delivery – so many emails don’t reach the recipient even with a valid email.  It doesn’t support the ability to send informational and marketing emails with no opt out capability.  
  • Constant Contact with no complaints from customers about the links. A new CRM that is core integrated will eliminate the need for Constant Contact.
  • Constant Contact for one off emails and moving to SendGrid for automatic emails.  There is automation with the core to auto send emails based on certain user “triggers”.  SendGrid is good for automation, Constant Contact good for design.  We put UTM codes in all links for tracking purposes.
  • Use KASASA. In addition to KASASA pushing out emails, we use Constant Contact and have been pleased with our email campaign performance. To date there have not been any complaints about coded urls.

Question (1/25/21): What are you doing with your Annual Report this year?  Are you printing it or creating a digital annual report instead? 

  • We will still print our annual report this year but each year we reduce the quantity and post a digital copy on our investor relations website. This year (and last year) we removed the marketing piece—less stories, text and photos and focus on the financials.
  • We are still producing a printed Annual Report however we printed significantly less last year so I feel that will apply for this year as well.  We have added the pdf version of our annual report to our website for the past few years.

Question (1/25/21): Are you using a scheduling tool or partner to manage the branch appointment process? 

  • No, we currently aren’t using a scheduling tool however I have shared with our teams the availability for us to do this via Facebook and Google My Business.  Has anyone considered those two options?

2021 Meeting Dates:

Date Time Format
1/25 10:00 a.m. – 11:30 a.m. Zoom
5/7 2:00 p.m. – 3:30 p.m. Zoom
9/13 10:00 a.m. – 1:00 p.m. TBD
12/13 10:00 a.m. – 11:30 a.m. Zoom

OPERATIONS & TECHNOLOGY COMMITTEE 

Chair: Edward Kraemer, Burke & Herbert Bank

VBA Staff Liaison: Stacy Puckett

Ops & Tech Committee Roster

Mission Statement: Provide a venue for peer networking and discussion on best practices for operations and technology professionals within the VBA member banks.

2021 Meeting Dates:

Date Time Format
1/27 10:30 a.m. Zoom
5/5 10:30 a.m. Zoom
8/11 10:30 a.m. TBD
11/10 10:30 a.m. TBD

RETAIL EXECUTIVES COMMITTEE 

Chair: Kathleen Croson, Freedom Bank of Virginia

VBA Staff Liaison: Courtney Fleming

Retail Committee Roster

Mission Statement: Fostering a robust retail banking environment in the Commonwealth of Virginia whereby customers prosper by way of enhanced products, services and delivery options; senior retail executives grow professionally through peer exchange and education; banks profit from enhanced retail strategies; and the VBA promotes and safeguards retail banking against threats within the financial system with the support of state legislative officials. 

Retail executives committee q&A 

Question (1/15/21): We have quite a few employees that have exhausted their 80 hours of FFCRA pay. I would like to know how others are paying employees when they have to stay home for childcare or virtual learning for their children? Also, those indicating they have possibly been exposed to someone that has tested positive and need to quarantine. I am hearing some employers are having employees use their vacation and/or sick time.

Answers:

  • We have the same issue. We have a  banked PTO bucket up to 2 weeks that they can have carried over from past years’ available PTO that they did not use. They can use that if they have it. If not, they have to use their regular Paid Time Off.

  • We are continuing to pay the 80 hours for employees who have exhausted their time and are out due to exposure, testing, etc.   

    • ​Do you mean that once they have used up the 80 hours of FFCRA benefit you are just paying them their normal rate?

      • Yes, if they are out due to exposure, testing, or are positive.

  • Our associates are using PTO after exhausting FFCRA.

  • We have made the decision to allow Market Leader/Area Manager “discretion” to pay teammates if they have exhausted Pandemic PTO time, regular PTO time, and rollover PTO time. This is case by case basis so leadership will and make decision to “manager paid time off”.

  • We have pretty much been as flexible as possible with it as long as we feel the employee is not abusing it. We luckily have only run into a few cases where they have gone over 80

  • In mid-December, in anticipation of increased cases, I changed my staff back to a rotation – A and B teams rotating weeks with zero crossover of teams. When they are on rotation, they are paid as if they are at work. We use a special payroll code to indicate Rotation Schedule. These folks are essentially on call, so if Team A has an exposure or someone just calls in sick, Team A is out and Team B gets into the office. Office Leaders who are out on rotation work from home. If someone is quarantined due to COVID or exposure, they are also paid using a payroll code for Quarantine. We have paid our associates since March.  I believe if someone chooses to travel to what we deem as a “high risk” area, internationally or a cruise for example, then we may ask them to quarantine upon return and that would be PTO. I have not had any of these situations yet in my market. We still ask our associates to log their upcoming travel in a secure portal that only HR sees when traveling outside their home state. To make it work, we had to temporarily close one office in Roanoke and disperse those 4 associates to other teams and 2 associates from our downtown office which does not have a drive-thru. By doing so, I was able to create two teams of 3 people at each location and 2 teams of 4 at my busiest office. Our downtown team was left with 3 and they work daily, of course there are several others of us in the building. My Lynchburg team is a team of 2 with 4 commercial staff in the same office, so they do not rotate either. They also do not have a drive-thru. So downtown and Lynchburg are by appointment only and night drop. All of my associates are universal bankers – transactions, accounts/maintenance and lending. We had a COVID situation in Lynchburg and were able to keep the office open by utilizing a Spoke Team B while that Spoke Team A kept their home office open in Roanoke. It has helped us really minimize branch closures the past 5 weeks.  We are still very conservative and are still following the 14 days quarantine as well, not the revised 10 days by the CDC.

  • We also have most of our staff working from home. For all employees we do pay 80 hours for FFCRA and  if exhausted would have to use PTO.​

  • Our bank authorized an additional 2 weeks for FCCRA leave to be paid in 2021, once that is exhausted the employee will use their own time.  If an employee is out due to exposure, we are covering that time as well at this point.  If they get an alternate diagnosis after testing then they use their own time until they have been 72 hours without fever or symptoms.

​Podcast Recommendations:
  • Adam Stanley (found on Amazon)
  • Worklife with Adam Grant
  • Rachel Whittington
Book Recommendations
  • 21 Irrefutable Laws of Leadership by John Maxwell
  • Overcoming the 5 Dysfunctions of a Team by Patrick Lencioni
  • Get Naked at Work by Danessa Knaupp i
  • Multipliers by Liz Wiseman  
App Recommendations
  • Calm (for meditation)

2021 Meeting Dates:

Date Time Format
1/19 10:00 a.m. – 11:30 a.m.

Zoom

5/6 10:00 a.m. – 11:30 a.m. Zoom
9/21 10:00 a.m. – 1:00 p.m. TBD 
12/6 10:00 a.m. – 11:30 a.m. Zoom

SECURITY & ENTERPRISE RISK MANAGEMENT COMMITTEE 

Co-Chair: Kelly DeWitt, Farmers Bank
Co-Chair: Tracy Pastella, Chesapeake Bank

VBA Staff Liaison: Walt Lyons

Security and Risk Committee Roster

Mission Statement: Promote the sharing of security and enterprise risk management best practices within the Virginia Banking community.  Provide peer networking opportunities, industry insights and expertise to assist members in remaining at the forefront of security and enterprise risk management advancements.

2021 Meeting Dates:

Date Time Format
1/21 10:30 a.m. Zoom
4/22 10:30 a.m. Zoom
7/22 11:00 a.m. In-person
10/14 11:00 a.m. In-person

TRAINING COMMITTEE 

Chair: Mia Mallory, Village Bank

VBA Staff Liaison: Courtney Fleming

Mission Statement: To provide a forum for peer networking and discussion on best practices and innovation in bank training. 

Training Committee Roster

2021 Meeting Dates:

Date Time Format
1/27 10:00 a.m. – 11:30 a.m. Zoom
5/21 10:00 a.m. – 11:30 a.m. Zoom
9/28 10:00 a.m. – 1:00 p.m. TBD
12/15 10:00 a.m. – 11:30 a.m. Zoom

TRUST & WEALTH MANAGEMENT COMMITTEE  

Chair: John Settle, Jr., American National Bank & Trust Co.

VBA Staff Liaison: DeMarion Johnston

Trust and Wealth Management Committee Roster

Mission Statement: To provide a venue for collaboration and sharing of ideas to foster a robust trust and wealth management environment in the Commonwealth of Virginia so that clients benefit by way of expanded competitive services and delivery options; trust and wealth management executives grow professionally through peer exchange and education; banks benefit from developing ways to offer trust and wealth management services as part of comprehensive relationships with clients; and the VBA promotes, represents and enhances the bank trust and wealth management industry with the support of state legislative and regulatory officials.

2021 Meeting Dates:

Date Time Format
2/12 10:30 a.m. Zoom
5/21 10:30 a.m. Zoom
8/13 10:30 a.m. TBD
12/3 10:30 a.m. TBD