Attendees will gain an awareness of the banking environment in 2025 and receive links to data sources equipping them to continually monitor key economic variables into the future.

A decision-making framework will be offered to assess specific situations to determine if new initiatives could be advantageous now and in the future regarding funding, lending, and new technologies.

Some specific banking innovation ideas will be shared at a high level.

This high-level session is ideal to offer to board members and the entire executive team.

Learning Objectives

After attending this presentation, participants will be able to….

·      Define what their executive leadership and board must be mindful of as they guide and direct their financial institution through the many dynamics of changes in government, economic conditions, and technological capabilities.

·      Describe generally how high-performance leadership teams are expecting to address these dynamics.

·      Explain a process of addressing the short-term and long-term issues that will impact the safety and soundness of their financial institution.

·      Recognize key risks and opportunities as we may well see an increasing disparity in financial performance in the industry as high-performers increasingly take advantage of the rest of the industry.

Agenda

• Assessing Environmental Dynamics
• Economic realities and expectations
• Regulatory initiatives
• Technology evolution/revolution
• Evaluating Expectations for Financial Institutions
• Profit opportunities
• Growth potential 
• Balancing risks
• Anticipating Leadership Engagement
• Growth mindset
• Selecting the right initiatives 
• Maximizing engagement

Who Should Attend:

• Board Members
• C-Suite Executives
• Anyone Aspiring to be C-Suite Executives