Event Calendar
Prev MonthPrev Month Next MonthNext Month
NDBA/SDBA 2018 Bank Management Conference - Scottsdale, AZ
Friday, February 16, 2018, 8:00 AM to Saturday, February 17, 2018, 5:00 PM CDT
Category: Conferences

NDBA/SDBA Bank Management Conference
February 16-17, 2018
Westin Kierland Resort
Scottsdale, AZ

Banking Trends | Leadership | Culture

This year’s 2018 NDBA/SDBA Bank Management Conference will provide executive level officers, bank directors and senior level bankers with timely insights on the economic landscape, balance sheet management, building a culture of success, FinTech opportunities, and crisis leadership.

Bankers value strategic information and networking with colleagues and the Bank Management Conference offers plenty of both, in addition to some of the best hospitality Arizona has to offer. We look forward to seeing you in Scottsdale.

Registration Fees

Full Registration.................................... $525
Spouse/Guest Registration...................$325
Friday Gala Dinner Only ....................... $195
Golf Tournament................................... $255


Friday, February 16

7:00 a.m. A Hearty Breakfast for bankers and business partners

7:45 – 11:15 a.m.     GENERAL SESSION

“The Amazon Prime Effect”
Dave DeFazio, StrategyCorps

Subscription services are quickly becoming the dominate strategy   of today’s best retailers and have caused a monumental shift in the way people buy. More than 50% of all American households now subscribe to Amazon Prime and more than 200 million people sub- scribe to this and other retail services such as Netflix, Spotify, and Dollar Shave Club. Bankers have a duty to understand these trends and drive their institution beyond transactions to connect better with the lifestyles of today’s consumers.

“The Future of Banking: Leveraging FinTech”
Rob Morgan, American Bankers Association

Financial technology innovations are fundamentally changing the ways banks interact with their customers. ABA offers resources to help banks identify financial technology trends and deliver innova- tive customer solutions.

“Branch Transformation Strategies: Combining Technology & Human Interaction for an Intelligent Experience”
Anthony Burnett, LEVEL5

As younger customers rapidly adopt new self-service technologies, creating a personal experience for each customer has never been more important. Now more than ever, community institutions need to effectively manage the costs of acquiring new customers while servicing existing accounts. They must also manage costs across a multi-channel network.

12:30 p.m. Golf Tournament or Free Afternoon

Westin Kierland Golf Club • Friday, February 16 • 12:30 p.m. 
Pre-registration required.

Please see separate form to register for golf and to reserve Ping rental clubs.

Kierland Golf Club provides three 18-hole combinations. Acacia, Ironwood and Mesquite offer three championship-style nines – each with its own flavor and strategy. Emerald green fairways are etched into golden-colored desert grasses, sweeping over constantly changing elevations to flawless greens. Honored as one of the “Top 10 Public Courses in Phoenix/Scottsdale.”

6:30 – 9:00 p.m. Gala Reception and Dinner for all registrants

Saturday, February 17

7:15 a.m. Continental Breakfast for bankers and business partners

8:00 – 11:30 a.m. GENERAL SESSION

“Balance Sheet Management and the Cycles of Banking”
Jeff Caughron, The Baker Group

As we transition into a new year, bankers are faced with rising short- term interest rates, a flattening yield curve and tighter liquidity conditions. New leadership at the Fed looks likely to lessen the burden of regulations on banks but also to continue the monetary tightening. This session will focus on optimal balance sheet management with a focus on liquidity risk, interest rate risk, and investment strategies that make sense in the current environment.

“Creating a Shared Commitment of Success”
Karie Stupek, K-T Training Solutions

Today’s workplace bears little resemblance to the traditional workplace. A new generation has charged forward demanding change in how we engage, motivate and retain future leaders. It’s about more than just “those Millennials”; it’s about acknowledging the changing needs and desires of a young group of individuals with different perceptions of   job satisfaction and career advancement. It’s about creating a healthy workplace culture across the generations that embodies a shared commitment of success.

8:45 – 11:00 a.m. - Spouse/Guest Special Program

Breakfast and “Cheese 101” Class
Indulge in a morning of food and fun! Gather with friends for a fabulous breakfast. Then, join food stylist and culinary artist Ellen Straine for an adventure in cheese tasting, pairing cheeses with sweet and savory condiments, creating a cheese tray that will look beautiful and taste fabulous, and tasting some of the best breads Phoenix has to offer.

11:45 a.m.  A Delicious Outdoor Luncheon 
for all full registrants

Afternoon Free time

5:30 – 6:30 p.m. Casual Cocktail Reception followed by dinner on your own

Saturday, February 17

10:30 – 11:30 a.m.

“September 11, 2001 – The White House: A Crisis Leadership Presentation” Spouses and guests are invited to attend.
Lt. Col. Robert Darling, United States Marine Corps (Retired)

On September 11, 2001, Lt. Col. Darling was working in the White House Military Office  and was initially  tasked  to  coordinate  airlift  assets  for the President’s evacuation. However, he was quickly recruited to provide his military expertise and became a key liaison between the Vice President, National Security Advisor and the Pentagon and worked directly with the National Command Authority to respond to the terrorist attacks. Lt. Col. Darling witnessed first-hand the enormity of the crisis leadership decisions made that day on behalf of all Americans.


The Westin Kierland Resort & Spa
6902 E. Greenway Parkway Scottsdale AZ 85254
Phone: 800.354.5892


Group Room Rate: $309
Deadline: January 22
Cancellations within seven days of arrival will be charged one night’s deposit.

Reservation link: http://bit.ly/2h7Ig5d

What to Wear

The average high temp for February is 70 and the average low is 43. Meeting attire will be business casual – no ties necessary. For the reception and dinner Friday night, men may feel more comfortable wearing a sport coat with an optional tie. Women may prefer warmer dress and a light jacket or sweater for the cool desert evenings.

Time Zone

Arizona is on Mountain Standard Time.

Sponsorship Opportunities Available
Contact Dorothy Lick, NDBA