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MBA 2024 Annual Convention
May 05, 2024
Join us at the Massachusetts Bankers Association Annual Convention, in conjunction with the Rhode Island Bankers Association, hosted at the magnificent Ritz-Carlton Key Biscayne in Miami from May 2-5, 2024.
Escape to Luxury: The Ritz-Carlton Key Biscayne, Miami
Immerse yourself in the classic charm of South Florida at this exclusive five-mile-long barrier island resort. Minutes away from the dynamic downtown, yet offering a secluded serenity, The Ritz-Carlton Key Biscayne, Miami, with its elegant West Indies Colonial design, stands as one of the finest beach hotels in Miami, Florida.
A Unique Blend of Education and Networking
Our convention serves as a premier banker/director education program and an unparalleled networking opportunity among member institutions and Associate members. Engage with nationally recognized authorities addressing vital issues impacting the financial services industry in New England and nationwide.
Dress Code
The dress code for the convention is Resort Casual, Men – wear slacks, and collared shirts. Ladies
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dresses, skirts and blouses, pants.
Overnight Accommodations: Luxury hotel rooms and suites at The Ritz-Carlton Key Biscayne, Miami, reflect the coastal luxury of Key Biscayne. Balconies with ocean, island, or resort views and spacious, light-filled layouts are signatures in every accommodation. The room deadline is April 9. Book your room here: MBA Room Block
Breakouts Specialized breakout sessions are integral to the upcoming program, providing a crucial component. These sessions will delve into practical, hands-on topics related to financial management and technical issues, delivering immediate value to your institution. A comprehensive agenda will be dispatched once the program is finalized.
Special Events
- A shotgun golf tournament supporting Mass Bankers PAC and Mass Bankers Charitable Foundation, will be held at Miami Beach Golf Club on Thursday, May 2 at 8:30 a.m. Originally opened as Bayshore Golf Course in 1923 as part of pioneering developer Carl Fisher's ambitious Alton Beach subdivision that was designed to lure wealthy winter residents from New York, Indianapolis and Detroit. It has become the elegant and highly regarded Miami Beach Golf Club. The greens fee is $285.00 for the round (fee includes use of practice facility, range balls,cart and breakfast), plus a $100.00* contribution to the Mass Bankers PAC .
- Join us on Thursday evening for Mass Bankers Margaritaville! The Opening Dinner will provide an opportunity to connect with fellow attendees, speakers, and MBA staff in a relaxed and inviting atmosphere. As we gather to kick off this exciting event, we are eager to share in the camaraderie and enthusiasm that defines our community. This event promises to be a delightful precursor to the enlightening sessions and experiences planned for the convention. Dress is casual.
- On Saturday evening, join us for a Night of Celebration. An unforgettable evening as we bid farewell to an extraordinary convention with our Closing Dinner – the crowning jewel of our time together. This event promises to be a celebration of camaraderie, shared achievements, and the bonds forged during our time together.
If you need help with flights or transfers to and from the airport, contact Michael Seibert at Quinwell Travel, mes@quinwell.com.
Thank you to our Convention Planning Committee!
Tom Senecal – President and CEO, People’s Bank, Chair
Brady D. Chianciola – Consultant, Profit Resources, Inc.
Brenda J. DeCosta – Partner, Marcum LLP
Bob Fraser – President and CEO, Mountain One Bank
John P. Galvani – President and CEO, OneLocal Bank
Lloyd Hamm, Jr. – President and CEO, Newburyport Bank
Meg McIsaac – President and CEO, Bluestone Bank
Todd Tallman – President and CEO, Cornerstone Bank
Bob Terravecchia – President and CEO, Coastal Heritage Bank
Early
Standard
Late
$1011.00
Early
Standard
Late
$2036.00
Early
Standard
Late
$50.00
Agenda
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Accommodation MountainOne
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$2774.15 | |
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Pickleball
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$50.00 | |
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PowerBreak (3-Minute Sales Pitch during general session)
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$3000.00 | |
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Golf Single
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$285.00 | |
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Golf Foursome
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$1140.00 | |
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Golf 3's
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$855.00 | |
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Golf 2's
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$570.00 | |
| 7:00 am - 7:30 am | ||
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Continental Breakfast and Marketplace
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| 7:30 am - 8:30 am | ||
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Concurrent Break-Out Sessions
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Golf Breakfast
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| 8:00 am - 8:30 am | ||
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Continental Breakfast and Marketplace
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| 8:30 am - 9:30 am | ||
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Concurrent Break-Out Sessions Repeated
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Business Session Begins
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Welcome Meg D. McIsaac, Chair, Massachusetts Bankers Association and President & CEO, Bluestone Bank, Raynham, MA |
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PAC Golf Tournament
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A shotgun golf tournament supporting Mass Bankers PAC and Mass Bankers Charitable Foundation will be held at Miami Beach Golf Club on Thursday, May 2, at 8:30 a.m. Originally opened as Bayshore Golf Course in 1923 as part of pioneering developer Carl Fisher's ambitious Alton Beach subdivision, which was designed to lure wealthy winter residents from New York, Indianapolis, and Detroit, it has become the elegant and highly regarded Miami Beach Golf Club. |
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| 8:45 am - 9:45 am | ||
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Anticipation and Authority: The Key to a Great Balance Sheet Strategy
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Join Scott Hildenbrand from Piper Sandler for a discussion of current themes in the banking industry. He will explain how anticipation and authority are key to having a great balance sheet strategy and will include market updates to contextualize the ideas. He will also highlight considerations and opportunities on the asset and liability sides of the balance sheet, discuss ALM trends, and review current balance sheet strategies that will help management teams find more value for their institution and prioritize the right things as you plan ahead. |
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| 9:00 am - 10:00 am | ||
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Guest Activity: Beach Walk Sponsored By BCBSMA
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| 9:30 am - 9:45 am | ||
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Refreshment Break
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Guest Activity: Yoga Sponsored by BCBSMA
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| 9:45 am - 11:00 am | ||
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Annual Meeting and Elections
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Fireside Chat with Federal Reserve Governor Michelle “Miki” Bowman
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Join Mass Bankers Association President and CEO Kathleen M. Murphy for a Fireside Chat with Federal Reserve Governor Michelle “Miki” Bowman. |
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| 10:45 am - 10:50 am | ||
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Power Break
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| 10:50 am - 11:05 am | ||
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Refreshment Break
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| 11:00 am - 12:30 pm | ||
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Guest Activity: Cooking Class
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Learn the secrets to creating the perfect guacamole in this interactive class. The Ritz Carlton culinary team incorporates Mexican folklore, historic tidbits, and culinary traditions into this unique experience. |
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Power Break
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| 11:05 am - 11:20 am | ||
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Refreshment Break
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Advocating for the Industry
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Julieann M. Thurlow, President & CEO, Reading Cooperative Bank and Chair, American Bankers Association |
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| 11:20 am - 12:20 pm | ||
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Nobody Is Coming to Save You: A Green Beret’s Guide to Leadership and Getting Big It Done
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During these times when distraction, division, and mistrust are all around us, the paramount skill in life and business is to connect deeply with others. It’s a skill leadership expert and retired Green Beret Scott Mann mastered on the rooftops of Afghanistan as he worked to rally Afghan villagers to overcome a common enemy. But human connection among corporate leaders is degrading while isolation continues to increase, leaving vast amounts of value on the table. |
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| 11:35 am - 12:30 pm | ||
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Tomorrow’s People, The Future in Ten Numbers
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Dr. Paul Morland, Demographer and Author, London, England Paul Morland speaks about the power of demographics in understanding a wide range of disciplines, such as real estate, health, and the economy. With a unique view of populations, he offers audiences a way to integrate demographic analysis into policy shaping. |
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| 1:00 pm - 3:00 pm | ||
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Early Registration
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Check-in and Registration
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| 2:00 pm - 4:00 pm | ||
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Pickleball Tournament
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Pickleball is one of the country’s fastest-growing sports. A little bit of tennis and a little bit of ping pong make this an activity enjoyable for everyone! If you’ve played either tennis or ping pong, you should have no problem understanding the rules for pickleball! |
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| 6:30 pm - 9:30 pm | ||
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Opening Dinner - Adventures in Parrot-Dise - Mass Bankers Margaritaville
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Calling all Parrot Heads…Pack your tropical shirts and dresses! Welcome to MASS Bankers Margaritaville party complete with our Jimmy Buffet band, colorful parrots, and margaritas. Not a Parrot Head? You will be when this night is over. |
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A Night of Celebration - Closing Dinner
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Speakers
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Julieann Thurlow
<p>Julieann M. Thurlow is the President and Chief Executive Officer at Reading Cooperative Bank and is responsible for its strategic direction and management.<br />
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Julieann serves as Chair on the Board for the American Bankers Association. She is immediate Past-Chair of ABA’s Core Platforms Council; and currently serves as a member of the Government Relations Administrative Committee and Membership Council.<br />
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Julie is a founding member of Alloy Labs, a consortium of banks nationally formed to innovate in the banking space and is a Director of Atlantic Community Bankers Bank (ACBB). Locally, Julieann serves on the MA Fintech Hub and is a Board and Executive Committee member of the Lawrence Partnership, the Massachusetts Taxpayer Foundation and the Greater Lawrence Community Health Center.<br />
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American Banker Magazine has repeatedly named Julieann to its list of the Top 25 Women to Watch in Banking and the Commonwealth Institute has named Reading Cooperative Bank a Top 100 Women-Led Business for the past six years running.<br />
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In addition to an MBA from the Charles F. Dolan School of Business at Fairfield University, Julieann completed advanced studies at the Stonier Graduate School of Banking, Harvard Business School’s Division of Continuing Education, and the CEO Leadership Lab at Wharton’s Aresty Institute for Executive Education. She is a proud member of the first cohort of Lawrence Leads, a cross-sectoral leadership program focused on civic engagement and social responsibility taught at Harvard Business School.</p>
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Reading Cooperative Bank | General Session |
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Michelle Bowman
<p><span style="font-size:12px;">Michelle W. Bowman took office as a member of the Board of Governors of the Federal Reserve System on November 26, 2018, to fill an unexpired term ending January 31, 2020. She was reappointed to the Board on January 23, 2020, and sworn in on January 30, 2020, for a term ending January 31, 2034.</span></p>
<p><span style="font-size:12px;">Prior to her appointment to the Board, Ms. Bowman served as the state bank commissioner of Kansas from January 2017 to November 2018. She also served as vice president of Farmers & Drovers Bank in Kansas from 2010 to 2017.</span></p>
<p><span style="font-size:12px;">In addition to her experience in the banking industry, Ms. Bowman worked in Washington, D.C. for Senator Bob Dole of Kansas from 1995 to 1996 and served as a counsel to the U.S. House Committee on Transportation and Infrastructure and the Committee on Government Reform and Oversight between 1997 and 2002. In 2002, Ms. Bowman became director of congressional and intergovernmental affairs at the Federal Emergency Management Agency. From 2003 to 2004, she served as Deputy Assistant Secretary and policy advisor to Homeland Security Secretary Tom Ridge.</span></p>
<p><span style="font-size:12px;">Following her time in Washington, D.C., Ms. Bowman led a government and public affairs consultancy based in London before returning to Kansas in 2010.</span></p>
<p><span style="font-size:12px;">Ms. Bowman received a BS in advertising and journalism from the University of Kansas and a JD from the Washburn University School of Law. She is a member of the New York Bar.</span></p>
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Federal Reserve System | General Session |
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Paul Morland
<p>Dr. Paul Morland is an author and broadcaster who writes and speaks about population and the big demographic trends across the world, both contemporary and historic.<br />
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Described as the 'UK's leading demographer' (Scottish Herald) and 'one of the world's pre-eminent demographers' (Mercator), Paul has written three books: ‘Tomorrow’s People’, ‘The Human Tide’ and ‘Demographic Engineering’ and his work has been translated into nine languages. He has written for and been interviewed in many of the world’s leading newspapers and magazines including the Financial Times, the Sunday Times, The Telegraph, The Toronto Globe and Mail, Der Spiegel and the Jerusalem Post. He has broadcast on many outlets including BBC Radio 4.<br />
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Paul has been an associate research fellow at Birkbeck, University of London, and a senior member at St Antony's College, Oxford. He lives in London, is married, has three children, and is a dual British and German citizen.</p>
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Speaker | General Session |
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Scott Hildenbrand
<p><span style="font-size:12px;">Scott Hildenbrand serves as chief balance sheet strategist and head of the financial strategies group at Piper Sandler.<br />
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Previously, he was a principal and chief balance sheet strategist of Sandler O’Neill + Partners, L.P. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions.<br />
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Hildenbrand previously worked in Sandler O’Neill’s interest rate products group, focusing on developing and implementing structured wholesale funding strategies for financial institutions. He spent his first four years at the firm in the asset/liability management group. Prior to joining Sandler O’Neill in 2004, Hildenbrand worked as a financial analyst in asset/liability management at Tower Federal Credit Union in Maryland.<br />
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Hildenbrand was elected to the Financial Managers Society in 2021. He also serves as treasurer on the board of directors for Liam’s Room, a non-profit organization that focuses on pediatric palliative care, a specialized approach to medical care for children with serious illnesses.<br />
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He holds a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in accounting and finance from Gettysburg College.</span></p>
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Piper Sandler | General Session |
| Scott Mann | U.S. Army Green Beret | General Session |