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2025 CCB Graphic

Peer Exchanges | Conference for Community Bankers

  • February 16-18, 2025
  • JW Marriott Phoenix Desert Ridge
  • Phoenix, AZ
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2025 Peer Exchanges

Sponsored by Forvis Mazars

  • Tuesday, February 18

Monday, February 17

CEO Exchange

Discuss industry issues, solutions and strategies with your colleagues during these facilitated sessions. Share what has and has not worked for your bank, and hear the same from your peers. Exchanges will be grouped by bank asset size. Sponsored by Forvis and BCC.

  • Up to $500 Million Assets
  • $500 Million - $999 Million in Assets: Jeff Marsico, President, Kafafian Group
  • $1Billion and More in Assets: Lindsay Schuster, Forvis Mazars Assurance Partner

CFO Exchange

Join your fellow CFOs and senior finance leaders to discuss challenges regarding balance sheets, human capital and risk management, while sharing strategic solutions on what has worked successfully at your bank.

  • Laura Beth Butler, Executive Vice President, Chief Financial Officer & Secretary, First Citizens National Bank
  • Michele King, Executive Vice President, CFO/COO, Ozarks Federal Savings & Loan Association

Board Member Exchange

The best boards strike a balance between aligning with management on common goals and communicating difficult issues. Regulators expect boards to go beyond their traditional bounds of oversight—are you prepared? During this session, directors and trustees will speak with peers from banks from a range of asset sizes about the issues that matter most.

  • Susan Keating, CEO, Board Risk Committee

Card Payments Panel Discussion

  • Steve Sievert, Executive Vice President of Marketing & Brand Management, Discover
  • Emily Leach, VP of Community Accounts - Mid-Atlantic, Visa

Tuesday, February 18

Mutual Savings Banks Exchange

Once again, Tom Long from the Long Group will facilitate a discussion about the most pressing issues facing mutual banks, including ways to remove client friction; new opportunities from capital certificates; and reducing costs through shared services.

  • Tom Long, Founding Manager, The Long Group

Navigate Change in an Uncertain World

New forces in the banking industry range from digitization to AI to the tsunami of regulatory requirements, and they all add up to a need for savvy change management. Learn how boards and management must expand their scope of inquiry, recognize vulnerabilities and opportunities and navigate change.

  • Debra Cope, Editor, ABA Directors’ Briefing, American Bankers Association
  • Rafael DeLeon, Senior Vice President, Industry Engagement, NContracts

CFO Exchange

Join your fellow CFOs and senior finance leaders to discuss challenges regarding balance sheets, human capital and risk management, while sharing strategic solutions on what has worked successfully at your bank.

  • Laura Beth Butler, Executive Vice President, Chief Financial Officer & Secretary, First Citizens National Bank
  • Michele King, Executive Vice President, CFO/COO, Ozarks Federal Savings & Loan Association

Mitigate Portfolio Risk with Strategic Loan and Covenant Management

Join this facilitated discussion focused on managing maturing loans and covenant documentation in order to mitigate the risk in your portfolio.

  • Sharon Whitaker Vice President, CRE and Mortgage Finance, American Bankers Association
  • Ralph Pahnke, Senior Vice President, CRE Credit Administrator, Zions Bancorporation

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