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Please join us for the 2023 CEO/Senior Management Workshop.  Today’s chief executive officers, senior bank management and emerging leaders must anticipate the many market forces driving the post-pandemic environment that propel change, new business models, growth opportunities, and profitability in 2023 and beyond. MBA’s CEO/Senior Management Workshop addresses many of these important needs while helping to shape Association policy for the year ahead. This unique two-day conference brings together an impressive line-up of industry experts and advisors to provide presentations on the timely issues, challenges, and opportunities facing the Massachusetts banking industry.  We are excited to be holding the conference in person again.

In addition to the workshop, we are excited to host an Industry Celebration on Thursday evening to honor those who may have retired since March 2020 and didn’t get a proper sendoff.  It will be wonderful to catch up with old friends we may not have been able to connect with in the last two years. Please invite your senior executive who retired during the pandemic so we can celebrate them in person, you can register them or send their information to Meghan McCarthy, mmccarthry@massbankers.org, and we will send a separate invitation.

Preliminary highlights of the program include:

Speakers
Frank L. Farone

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management, and derivatives hedging techniques.

Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.

Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.

Virginia Heyburn:
Virginia Heyburn is Director, Research, Insights & Advocacy with Engage fi and a well-known and trusted industry expert in banking and payments. Over a 25-year career, Virginia has been at the forefront of advising technology companies on innovation opportunities to solve complex banking problems and to improve the customer experience. Virginia has also served as a strategic advisor to financial institutions, helping them create essential distinction through rapid adaption to industry and consumer trends, business drivers, and technology change.
Most recently, Virginia spent 15 years at Fiserv in various strategic roles, including Vice President of Strategic Marketing, Insights & Advocacy, helping C-level financial services executives enhance profitability and achieve growth in a rapidly shifting market environment. A known expert in core banking, digital channels and payments, and risk management, Virginia served for ten years as Research Director at TowerGroup, where she advised financial institutions and technology companies on emerging business models and technologies.

Rob Nichols:
Rob Nichols is the president and CEO of the American Bankers Association, which represents banks of all sizes and charters and is the voice for the nation’s $23.7 trillion banking industry. Rob joined ABA in August 2015 following ten years at the helm of the Financial Services Forum, a non-partisan financial and economic policy organization. Before joining the Forum, Rob served in the George W. Bush administration as the assistant secretary for public affairs at the Treasury Department, a position requiring confirmation by the United States Senate.
In this role, he acted as chief spokesperson and head of the office of public liaison, serving as Treasury’s lead representative with the media, business, professional trade organizations, consumer groups and the public. Rob’s earlier career highlights include working as communications director to the late U.S. Senator Slade Gorton and Press Secretary to the late Rep Jennifer Dunn, a former member of the House leadership, and in the West Wing as an aide in the Office of the Chief of Staff in the George H.W. Bush administration. Rob is a recipient of the Alexander Hamilton Award, the highest honor of the U.S. Department of the Treasury. He also is consistently ranked as one of Washington’s Top Lobbyists by The Hill and was described as one of the “new generation of trade group CEOs” by The Washington Post. In 2020, Rob was elected to serve a three-year term as chairman of the International Banking Federation, whose members include the national banking trade associations representing every major financial center. As chairman, Rob works with IBFed members to develop international consensus on critical issues, actively engaging with international standard setters and global supervisory bodies on issues that affect banks across borders and around the world. Mr. Nichols will discuss ABA's priorities for the year ahead.

Diversity, Equity, and Inclusion Steering Committee Panel: In the summer of 2021, the MBA formed a DEI Steering Committee to position the Association and the industry as leaders in promoting social and economic inclusion and equity.  Please join us for this interactive panel to discuss how banking institutions can elevate their DEI successes or begin their journey incorporating DEI into their workplace. Our goal is for the MBA is to act as a resource for our members on the long-term path of embracing, celebrating, and supporting the unique differences of our employees, clients, and our communities.


Setting MBA’s Agenda for 2023
MBA’s leadership will discuss our policy agenda for 2023.

MBA Hackathon
A hackathon is an event that brings together experts and creates a collaborative environment for solving a certain problem. While most hackathons revolve around computer programming and IT, many other industries follow suit. Today, it's possible to find HR hackathons, economics hackathons, music hackathons, and the like. They drive innovations, generate ideas, create networking opportunities, and open new horizons. Join us for the first MBA Hackathon session.

Emerging Leaders: Special Thursday Session
We invite your bank’s Emerging Leaders and graduates of the New England School for Financial Studies to join us Thursday, February 2, for the day’s program, the reception, dinner, and evening’s Industry Event.  As succession planning and leadership development become vital to our industry’s future success, we urge you to choose emerging managers/leaders from your institution to attend this informative industry session. The cost for this special Emerging Leaders one-day session is only $375. Emerging Leader Overnight Registration is $565.

Registration for the CEO/Senior Management Workshop opens at 1:00 p.m. on Thursday, February 2, with the formal program beginning at 1:30 p.m.  The day’s presentations conclude with the Industry Celebration.  The program will continue on Friday, February 3, adjourning at approximately 12:30 p.m.

All participants are encouraged to stay at the Westin Hotel on Thursday evening and attend both days of the program.  The workshop cost is $850, including overnight accommodations, a light lunch, the reception and dinner on Thursday, and breakfast and lunch on Friday.  For those who are unable to stay overnight, the cost of the program is $675.  For those signing up just for the Industry Celebration, the fee is $345.  Please call for special arrangements if you want to attend only one day of sessions. 

The deadline for guaranteed room reservations is January 12, 2023, so please register early.  A final agenda will be sent to you before the workshop.  If you have questions, contact Meghan McCarthy at the Association office, (617) 523-7595 or mmccarthy@massbankers.org.
Registration Form
Ways to Register:
Online:
Click here to register for the Workshop
Click here to register for the Industry Celebration Dinner Only
Email: We are able to accept registration forms with credit card information via Secure Email. Please email to registrations@massbankers.org. You can also register online using a credit card.
Cancellation Policy: A $200 per person cancellation fee will be deducted from the refund. However, registration fees are forfeited when cancellations occur within three business days before the event. Substitutions are permitted. No show registration will not be refunded however, the materials will be sent upon request.
For more information on program content, contact Meghan McCarthy, VP of Professional Development

For registration/cancellation information, contact Jessie Connors, Program Registrar & Administrative Assistant Education
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