2017 Annual Summit May 16-17, 2017 Grand Hyatt Hotel Denver, Co 2017 Annual Summit Sponsors
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2017 ANNUAL SUMMIT MAY 16-17, 2017 GRAND HYATT HOTEL DENVER, CO 2017 ANNUAL SUMMIT SPONSORS We thank and recognize the following companies for their generous contribution to our program. PLATINUM LEVEL GOLD LEVEL SILVER LEVEL page 1 2017 ANNUAL SUMMIT SPONSORS ANNUAL MAY 16-17, 2017 SUMMIT GRAND HYATT HOTEL, DENVER, CO COLORADO BANKERS ASSOCIATION Thank you for joining us for the 2017 Annual Summit of the Colorado Bankers Association. Over the next day and a half, you will gather information and insight to forge into the future stronger and better equipped to lead your banks and your industry. Each of our presenters is a respected expert in his or her field and will share with you a wealth of information on topics ranging from regulations, emerging risks in bank litigation and agricultural conditions to what bankers can expect related to the state’s housing market, construction litigation reform and the seemingly ever-present issue of providing financial serivces to the marijuana industry. In addition, we invite you to enjoy the irreplaceable networking opportunities with your peers, public officials and top banking vendors from across the country. Your attendance at this event demonstrates your commitment to your industry and to your community. Thank you for your continued support. We are glad to be going stronger than ever as your advocate on this 125th anniversary of our founding. Best regards, Don Childears//President and CEO //Colorado Bankers Association page 2 SECURITY AND BACK OFFICE COMPLIANCE SIMPLICITY MOBILE ANALYTICS Digital Banking Solutions for an Always Connected World Comprehensive, adaptable, and secure—anytime, anywhere, on any device Today, developing strong relationships requires personalized digital banking experiences that stand out. At Q2, we’re driven by innovation and partnership to help you stay ahead of technology—delivering rich customer insights, simplified operations, and peace of mind. Provide the connections and experiences your account holders want and gain the competitive advantage you need to grow. Visit q2ebanking.com/connected STAND APART SCALE SMART GROW BEYOND 2016 CBA LEADERSHIP AGENDA - CBA’S ANNUAL SUMMIT May 16 8:35-8:45 a.m. A Chair with a view David Kelly, Chief Risk Officer, FirstBank, CBA Chairman 8:45-9:30 a.m. Politics: What’s the new Trump card? Steve House, former Colorado GOP chairman Angela Williams, Colorado State Senator Moderator: Jenifer Waller, COO, Colorado Bankers Association 9:30-9:40 a.m. Break 9:40-9:45 a.m. CBA’s new video: Fix Dodd-Frank today! 9:45-10:30 a.m. The 2017 Reg relief opportunity: An interview of ABA’s Vice Chairman, Jeffrey M. Szyperski Joanne Sherwood, Division President, Citywide Banks 10:30-10:45 a.m. Break 10:45-11:30 a.m. Emerging risk areas in bank litigation Kristin S. Godfrey, Esq. Jones & Keller, Marc J. Musyl, Shareholder, Greenberg Traurig, LLP Jack Tanner, Attorney, Fairfield and Woods 11:30-12:00 p.m. State of banking in Colorado Colorado State Bank Commissioner Chris Myklebust 12:00 -1:00 p.m. CBA Advocate of the Year Award presented Presentations from Platinum sponsors Lunch page 5 AGENDA - CBA’S ANNUAL SUMMIT 1:00-1:45 p.m. Marijuana and banking: Up in smoke? Zane Gilmer, Partner, Stinson Leonard Street LLC Richie Thorne, Managing Examiner, FRB of Kansas City, Denver branch Mark Haden, Colorado National Bank Chris Myklebust, Colorado State Bank Commissioner 1:45-2:00 p.m. Break 2:00-2:30 p.m. Colorado agricultural conditions Chad Vorthmann, Executive Vice President, Colorado Farm Bureau 2:30-3:00 p.m. Sage advice from past chairs: Suggested actions for Colorado bankers Koger Propst, CEO, ANB Bank Dave Baker, Board of Directors, FirstBank Moderator: Don Childears, President and CEO, CBA 3:00-3:15 p.m. Break 3:15-4:00 p.m. Seeing a better world Taner Kodanaz, Senior Director, DigitalGlobe 4:00-4:45 p.m. The Mystery is us Dr. Steve Nash, Curator and Chair, Department of Anthropology Denver Museum of Nature & Science 4:45-6:00 p.m. Chairmen’s reception page 6 AGENDA - CBA’S ANNUAL SUMMIT May 17 8:30-9:15 a.m. Political bottom line: Predicted outcome for bankers’ top 12 federal government relations issues Don Childears, President and CEO, Colorado Bankers Association 9:15-10:00 a.m. How construction litigation is impacting our state Heidi Williams, Mayor of Thornton Herb Atchison, Mayor of Westminster Mike Kopp, President and CEO, Colorado Concern 10:00-10:15 a.m. Break 10:15-11:00 a.m. Housing forecast for Colorado John Covert, President, Metrostudy 11:00-11:45 a.m. How to build a successful and practical community bank M&A strategy - while avoiding the mistakes of your peers Kamal Mustafa, Chairman, The Invictus Consulting Group, LLC 11:45-12:15 p.m. How local control is impacting the business community Josh Penry, Principal, EIS 12:30-1:30 p.m. Annual membership luncheon – all attendees welcome page 7 CENTER FOR BANK ADVOCACY Interested in how government legislation and regulation impacts our industry? Contact Mike Bintner at [email protected]. Just as “relationship banking” is important to your bank’s success, building solid and lasting interactions with public officials is critical and these relationships are essential to our industry’s viability.We need to build these relationships now. CBA’s Center for Bank Advocacy immerses participants in a selective leadership experience, and the duration of the program is overseen by CBA’s highly accomplished advocacy professionals. The course culminates with participants learning by doing—with the creation and presentation of an Action Plan on a topic relevant to his or her bank and traveling to Washington D.C. And upon completion, participants will join the highly enthusiastic alumni in a continuing advocacy of your bank, the banking industry, and their future. The Center for Bank Advocacy reopened my eyes to advocacy and provided me tools I could immediately implement with colleagues and clients. Furthermore, the “program provided knowledge to execute conversations with public officials and firsthand utilize the advocacy skills obtained in the program with Colorado lawmakers in Washington D.C. Jennifer Luce Executive Vice President, FirstBank ” page 8 SPEAKER BIOS MAYOR HERB ATCHISON Herb Atchison was elected Westminster Mayor in November 2013. He was first elected to City Council in 1997 and served two terms. Herb serves on the Board of Directors for the Westminster Legacy Foundation and as Vice-Chairman for the Denver Regional Council of Governments (DRCOG). MR. DAVE BAKER Dave Baker recently retired after 35 years at FirstBank. Baker was elected Executive Vice President of FirstBank Holding Company in 1999 and then COO in 2005. He was named President of FirstBank in 2010. He continues to serve on the bank’s board of directors. He is a former CBA chairman. MR. DON CHILDEARS President/CEO of the Colorado Bankers Association, Don Childears has served CBA since 1975, preceded by legislative and campaign work for a Congressman. He completed his Juris Doctor from University of Denver College of Law, and BSBA from Colorado State University, where he was student body president. He has chaired numerous national efforts for banking. MR. JOHN COVERT John Covert, Director of Metrostudy’s Colorado-New Mexico Region, has been researching and analyzing housing markets since 1999. He is responsible for all operations there including surveying, consulting and managing local client relationships. Prior to joining Metrostudy, Covert was the research manager for the Denver and Salt Lake offices of The Meyers Group. MR. ZANE GILMER Zane Gilmer is a partnter with Stinson Leonard Street. His practice focuses on business litigation, white collar crime and investigation, and regulatory compliance. He regularly represents clients in state and federal courts and arbitration forums across the country. He represents clients ranging from small regional businesses and individuals to large Fortune 100 companies. Gilmer is also a regular author and speaker on emerging litigation and compliance trends. MS. KRISTIN GODFREY Kristin Godfrey is a shareholder of Jones & Keller PC and regularly represents financial institutions with regard to regulatory matters, credit transactions and loan workouts and strategies. She also frequently provides counsel to directors and senior management regarding bank operations, policies and procedures. Godfrey and the firm have represented several financial institutions in mergers and acquisitions and private equity transactions. page 9 SPEAKER BIOS MR. MARK HADEN Mark Haden is Vice President at Colorado National Bank, focusing on cross-organizational planning and operations. Prior to CNB, Mr. Haden was a principal at a family office, working primarily on unique investment opportunities and real estate transactions. MR. STEVE HOUSE Steve House was elected chairman of the Colorado Republican Committee for two years in March 2015, and brought more than 30 years of business experience to the state Party. Steve has worked as an engineer, service manager, a sales leader and has held a variety of executive leadership roles in the healthcare industry. MR. DAVID KELLY David Kelly is the Chief Risk Officer for FirstBank Holding Company. His responsibilities include the development, implementation, and ongoing management of all enterprise risk management processes for the company. Kelly has over 23 years of experience in the financial services industry at FirstBank, with more than 20 years of experience in compliance and risk management. MR. TANER KODANAZ Taner Kodanaz is Senior Director, Industry Leadership Champion at DigitalGlobe. He is a recognized thought leader who is responsible for driving awareness and advocacy for DigitalGlobe’s industry leading solutions. Since joining DigitalGlobe in 2013, Kodanaz has also worked with global development organizations to catalyze and implement strategies for humanitarian and environmental initiatives. MR. MIKE KOPP Mike Kopp is the President and CEO of Colorado Concern.