Banker Roundtables: Learn from Your Peers

Connect with fellow bankers to explore shared challenges and opportunities in community banking. These roundtables provide a free-flowing, collaborative space for in-depth, peer-to-peer discussions.

Banker Roundtable

Designed exclusively for community bankers, this roundtable brings you together with peers and industry leaders to address topics relevant to your institution. Discussions will be organized by asset size, with an industry expert at each table to help lead the discussion, ensuring that each table’s focus is relevant to your needs.

Family-Owned Bank Roundtable

Family-owned banks possess unique strengths and challenges that require thoughtful strategies. This roundtable creates a dedicated environment for peer-to-peer discussions on pressing issues. Past roundtables discussions have included the following topics:

Succession Planning: Ensure smooth transitions while preserving family legacy.
Governance: Discover best practices tailored to family-owned institutions.
Financial Health: Explore strategies for sustainable financial growth.
Legacy Goals: Define long-term objectives that align with family values.
Strategic Planning: Align business strategies with family principles.

Large Community Bank Roundtable (Invitation Only)

Community banks with assets over $1 billion encounter distinct challenges that require specialized solutions. This roundtable, tailored to senior leaders, provides an environment for bankers to discuss issues that impact larger community banks.

Mutual & Thrift Roundtable

This session offers a unique platform for mutual and thrift professionals to exchange experiences, ask questions, and gain insights from industry experts. Participate in critical discussions to stay informed and prepared to address your institution’s needs.