Past Topics & Presenters

Topics from prior meetings are listed below to provide information as to the scope of topics and presenters.  The Bank CEO Network uses industry expertise from various companies and consultants who are willing to share expertise in an educational, non-sales, format.  The Bank CEO Network does not receive any financial remuneration from the companies and consultants who provide services to us or our members.

Topics for the May 2010 sessions were:

Optional Sessions:

Topics for the October 2009 sessions were:

Optional Sessions:


Topics for the May 2009 sessions were:

Optional Sessions:


Topics for the October 2008 sessions were:

Optional Sessions:


Topics for the May 2008 Sessions were:
 Optional session:

Topics for the October 2007 sessions were:

  • New Leadership Tools for Bank CEOs - Cass Bettinger, Cass Bettinger & Associates and David Wiseman, Predictive Index Utah
  • What High Performers Do Differently - Bob Walters, The Bank Advisory Group
  • Things You Must Know About Investments - Rich Berg and Phil Nussbaum, Performance Trust
  • Top Legal Issues for Community Banks, John Freechack, Barack Ferrazzano

Optional Sessions:

  • Elements of an Effective Framework for Credit Risk Management - Scott Bidwell and Robert Cunningham, InMatrix
  • Driving a High Performance Bank in 10 Minutes a Day - Chris Bledsoe, Bankers Dashboard
  • Managing Your Bank More Profitably - Bill Armistead, MSI


Topics for the May 2007 sessions were:

  • Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
  • Managing the Perceptions of Key Audiences - Cass Bettinger, Cass Bettinger & Associates
  • Operations Improvement - Dave Harrop, RSM McGladrey, Inc.
  • Current Credit Issues and Challenges - Merrill Reynolds, Bankers Edge

Optional Session:

  • Community Bank M&A and Ownership Issues - Bob Walters, The Bank Advisory Group


Topics for the October 2006 sessions were:

  • One Good Idea: Technology Survey - Bob Walters, The Bank Advisory Group
  • Balance Sheet Issues, Trends and Strategies for the Current Environment - George Darling & Matt Pieniazek, Darling Consulting Group
  • The Changing Role of the CEO (part 2) - Cass Bettinger, Cass Bettinger & Associates
  • High Performance = Working on the Right Things - Steve Cotton & Kevin Tweddle, BancIntelligence

Optional sessions:

  • Customer Retention and Referral Processes - John Kassing, Marquis
  • Stop Selling, Enjoy Faster Growth (Increasing Officer Cold Calls) - Rick Wemmers


Topics for the May 2006 sessions were:

  • Reinventing the Bank and the Changing Role of the CEO - Cass Bettinger, Cass Bettinger & Associates.
  • Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
  • Communicating Effectively, Even to the ”Hard of Hearing” - Dr. Deborah Bright, Bright Enterprises, Inc.
  • Negotiating Is Not A Competitive Sport - The Negotiation Skills Company

Optional Sessions:

  • Item Capture and Imaging - Steve Jara, Jara Diversified Services
  • Personal Wealth Management for Executives - Chad Tramp & David Klintworth, RSM McGladrey Wealth Management
  • Insider Security Threats - Jim Hereford & David Koto, NextSentry Corporation


Topics for the October 2005 sessions were:

  • One Good Idea on Interest Rate Management - Bob Walters, The Bank Advisory Group
  • Transaction Frauds - Gregg Bennett, Pivotal Financial Resources
  • EQ, Not IQ (The Key to Leadership Effectiveness) - Kent Stickler, Stickler Learning
  • Applying the Lessons from “Good to Great” (part 2) - Cass Bettinger, Cass Bettinger & Associates

Optional Sessions:

  • Demystifying & Optimizing Wealth Management - Tom Kane, UVest
  • Loan Pricing - Mitchell Epstein, US Banking Alliance
  • The CMCD Program - Bob Colvin


Topics for the May 2005 sessions were:

  • Applying the Lessons from "Good to Great" - Cass Bettinger, Cass Bettinger & Associates.
  • Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
  • Compensation: A Vehicle to Attract and Retain the Right People - Diane Uyematsu, RSM McGladrey, Inc.
  • Marketing by Objectives - Margaret Reynolds, Reynolds Consulting

Optional Sessions:

  • Relationships Build Revenue - Julie Hamrick, Ignite Sales
  • Check 21 Update - Robin Kan and John Sosbee, Federal Reserve Bank of San Francisco


Topics for the October 2004 sessions were:

  • Team Building and Management Succession - Dr. Cheryl Leitschuh, RSM McGladrey, Inc.
  • Scoring Misperceptions in the Small Business Banking Market - Joel Pruis and Jeff Tintle, Baker Hill
  • Delivery Systems of the Future - Cass Bettinger, Cass Bettinger & Associates, and Gerald Verdi, Verdi & Company
  • Consultant and Vendor Outsourcing Survey - Bob Walters, The Bank Advisory Group

Optional Sessions:

  • Customer Relationship Management - Bill Armistead, Marketing Solutions, Inc.
  • Profitability Information Systems - Lynn Evans, Stratika, Inc.
  • Health Savings Accounts: A Possible Opportunity? - Bing Ticse, Independent Consultant


Topics for the May 2004 sessions were:

  • Key Strategic Issues for 2004 and Beyond, Part 2 - Cass Bettinger, Cass Bettinger & Associates
  • Results of the Annual Profit Improvement Survey - Bob Walters, The Bank Advisory Group
  • Managing Credit Risks in Difficult Times - Merrill Reynolds, The Bankers Edge
  • Advertising Effectiveness - Haden Edwards, Tracey/Edwards

Optional Sessions:

  • The Competitive Edge for Community Banks - Lynn Giuliani, Progressions, Inc.
  • Are You Willing to do the Work to Double Your DDAs? - George Monnier & Brian Beach, ACTON Financial Services Group


Topics for the October 2003 sessions were:

  • Balance Sheet Management: Issue and Strategies - George Darling & Matt Pieniazek, Darling Consulting Group
  • Investment Management Issues Appropriate for Today's Economy - Nick Betzold, Betzold Companies
  • One Good Idea - Bob Walters, The Bank Advisory Group
  • Key Strategic Issues for 2004 and Beyond - Cass Bettinger, F.N.B. Corporation

Optional Sessions:

  • IT and Internet Security Issues for CEOs - Hussain Hasan, RSM McGladrey, Inc.
  • Perspectives on the Future of Community Banking - Gene Ludwig, Promontory Interfinancial, Inc.


Topics for the May 2003 sessions were:

  • Using Competitive Intelligence to Create Competitive Advantage - Ken Johnson
  • A Big Challenge: Building a Sales Driven Bank - Kent Stickler, Stickler Learning
  • Best Practices in Capturing and Building Loyal, Profitable, Customer Relationships - Cass Bettinger, F.N.B. Corporation
  • Bank Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group


Optional Sessions:

  • Regulatory Compliance for the CEO - Matt Schriner & David Bequeaith, RSM McGladrey, Inc.
  • Deposit Insurance Opportunities - Gene Ludwig and Allen Blinder, Promontory Interfinancial, Inc.


Topics for the October 2002 sessions were:

  • Building Brand Equity Through Strategic Awareness, Perceived Quality and Singular Distinction - Kevin Tracey, Tracey/Edwards
  • A Loan and Deposit Pricing Process for Profitable Growth - Mitchell Epstein, USBA
  • Building Effective Work Teams, Part II - Cass Bettinger, FNB Corporation, and Dave Wiseman, PI Management Resources
  • Boards and Audit Committees After Enron - Dan Trigg and Jim Koltveit, RSM McGladrey, Inc.

Optional Sessions:

  • Leveraging the Bank as a Business Tool, Chris Hamilton and Randy Bray
  • The Current M&A Environment, Bob Walters and Stephen Skaggs, The Bank Advisory Group, Inc.


Topics for the May 2002 sessions were:

  • Building Effective Work Teams - Cass Bettinger and Dave Wiseman
  • Non-Interest Income and Expense Survey - Bob Walters
  • Improving Profitability of Retail Customers - Gary Raddon and Mark Riddle, Raddon Financial Group
  • Effective Customer Relationship Management - Phil Hudson, Aspen Consulting Group, Inc.


Optional Sessions:

  • Detail analysis of Non-Interest Income and Expense Survey and Related Opportunities - Bob Walters
  • Economics of Bank-Owned Life Insurance, Rich Bratten, Clarke/Bardes Consulting


Topics for the October 2001 sessions were:

  • Managing Investment Services - Dan Arnold, UVest
  • Trends, Issues & Practices in Delivering Community Bank Services - Jerry Verdi, Verdi & Associates
  • One Good Idea - Managing Net Interest Spread - Bob Walters
  • Strategic Planning: Key Issues for 2002 - Cass Bettinger

Optional Sessions:

  • Measuring Customer Service Levels - Rex Coble, RSM McGladrey, Inc.
  • Getting Results Now: A Case Study Analyzing Bank Performance - Steve Cotton, BancIntelligence.com



Topics for the May 2001 sessions were:

  • Measuring and Managing Service Quality and Customer Loyalty - Cass Bettinger
  • How to Retain Your High Net Worth Customers - David Koto
  • Bank Performance Analysis and Profit Improvement Overview - Bob Walters
  • One Good Idea - Sources of Non-Interest Income - Karen Harmon and Jim Koltveit

Optional Sessions:

  • The Missing Link - Jerff Pawlow / Carol White
  • The Information Sink Hole - Scott Doughty & Charles Myers



Topics for the May 2000 sessions were:

  • Making Advertising Strategic: Getting the Most From Your Advertising Dollar - Cass Bettinger, Cass Bettinger & Associates
  • Bank Performance Analysis and Profit Improvement Overview - Bob Walters, The Bank Advisory Group
  • Business Risks & Controls - Don Espersen, Independent Consultant, & Dan Shumovich, RSM McGladrey, Inc.
  • The 10 Top Ingredients in a Successful Sales Culture - Lynn Giuliani, Progressions, Inc.

Optional sessions:

  • Future Impact of Technology on Banking, Roger Peters, RSM McGladrey, Inc.
  • Key Ingredients for Establishing a Successful Leasing Program in Your Bank, Don McIntyre, Banc Leasing.com
  • Opportunities & Pitfalls of Subprime Mortgage Lending, Nikki Allen, Alliance One Mortgage


Topics for the October 2000 sessions were:

  • Current Issues and Trends in Balance Sheet Management - George Darling/Matt Pieniazek
  • Customer Relationship Management - Peter Djokovich
  • One Good Idea: Technology - Bob Walters/Roger Peters
  • Strategic Advertising II: Maximizing The Value of NonPrint Advertising Media - Cass Bettinger