This event is currently being hosted on a separate registration page. Click here to be redirected to the appropriate page.
Annual Convention 2025
April 30, 2025 - May 04, 2025
Banking on Leadership: Driving Trust, Growth, and Innovation
Join us at the Massachusetts Bankers Association Annual Convention, hosted at the magnificent Ritz-Carlton Naples from April 30 – May 4, 2025
In an ever-evolving financial landscape, leadership is the cornerstone of trust, the catalyst for growth, and the driver of innovation. This year’s annual convention theme, Banking on Leadership: Driving Trust, Growth, and Innovation brings together visionary leaders, industry experts, and forward-thinking professionals to explore how leadership can shape the future of banking.
Our convention is a premier education program for bankers and directors, offering an unparalleled networking opportunity for member institutions and Associate members. Attendees will engage with nationally recognized experts addressing key issues impacting the financial services industry in New England and beyond. The event will feature thought-provoking keynotes, interactive workshops, and dynamic discussions, exploring innovative strategies for building a thriving organizational culture, enhancing collaboration, driving transformative innovation, and leveraging economic insights to achieve sustainable success.
This event is an essential opportunity for senior leaders to connect, learn, and drive innovation in the banking sector. If the CEO is unable to attend, we encourage sending a senior executive to ensure your organization gains valuable insights, builds strategic relationships, and explores transformative ideas to shape the future of the industry.
Program Highlights:
Special Events
A shotgun golf tournament supporting Mass Bankers PAC and Mass Bankers Charitable Foundation will be held at Tiburón Golf Club on Thursday, May 1 at 8:30 a.m. Tiburón Golf Club offers championship golf in a lush, tropical setting. Designed by Greg Norman, this course is not only a Certified Audubon Cooperative Sanctuary, but it is home to three of golf’s most exciting events: the PGA Tour Champions Chubb Classic, the LPGA’s CME Group Tour Championship, and the PGA Tour’s Grant Thornton Invitational. The golf fee is $319 plus a $120 PAC donation.
On Thursday evening, join us for an evening of warmth, networking, and delectable cuisine as we set the tone for the convention ahead. The Welcome Reception and 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, don’t miss our unforgettable closing reception—a spectacular finale to an extraordinary convention. This event will be a true celebration of camaraderie, collective achievements, and the lasting connections we've made throughout our time together. Afterward, you can indulge in a delightful dine-around experience with fellow attendees or set off on your own adventure to explore the evening at your leisure.
Registration Information
Registration Fee for Members: $2,145.00
Registration Fee for Guests: $1,125.00
Golf Fee: $319.00
Link to Overnight Accommodations
The member registration fee covers various expenses, including refreshments, receptions, breakfasts, and dinners. It also covers entertainment, speaker expenses, printing, supplies, and AV rentals.
Your spouse/guest fee covers various expenses, including refreshments, receptions, breakfasts, dinners, and entertainment.
Dress Code
The dress code for the convention is resort casual. For men, this means slacks paired with a collared shirt. Women may opt for dresses, skirts and blouses, or pants. Please keep in mind the specific venue and activities of the convention when selecting your attire. Shorts are welcome on the opening night.
Airport Travel
The closest airport to The Ritz-Carlton is Southwest Florida International Airport (RSW) in Fort Myers, Florida, located approximately 40 minutes away. For assistance with flights or airport transfers, please reach out to Michael Seibert at Quinwell Travel at mes@quinwell.com.
Thank you to our Convention Planning Committee!
Matt Burke - Chairman and CEO, Cape Cod Five, Chair
Bob Fraser - President and CEO, MountainOne Bank
Judy Javidpour- CEO, DIF
Scott Meehan – Vice President, Commercial and Merged Market Sales, BCBS MA
Dan Moriarty - President and CEO, Monson Savings Bank
Tom Mortimer - President and CEO, Haverhill Bank
John Silva - President & CEO, Bristol County Savings Bank
Kevin Tierney – CEO, North Shore Bank
Early
Standard
Late
$2145.00
Agenda
|
Golf Registration
Sold Out!
0 Slots Left
|
$319.00 | |
| Wednesday - April 30 | ||
|
Arrivals for Early Attendees and Golfers
Sold Out!
0 Slots Left
|
||
| Thursday - May 01 | ||
| 7:00 am | ||
|
PAC Golf Tournament Transfers Depart From Lobby
Sold Out!
0 Slots Left
|
||
| 8:30 am - 12:30 pm | ||
|
PAC Golf Tournament - Tiburón Golf Club, The Black Course
Sold Out!
0 Slots Left
Tiburón Golf Club features two 18-hole, Greg Norman-designed golf coursesTiburón is home to the LPGA Tour's CME Group Tour Championship and the PGA TOUR's Grant Thornton Invitational and the Chubb Classic. It is consistently rated among the top 20 golf facilities in Florida by Golf Digest and GOLF Magazine. Golf Prizes Sponsored by Luse Gorman Drink Cart Sponsored by BHG Financial |
||
| 1:00 pm - 4:00 pm | ||
|
Registration – Ritz Carlton Ballroom Foyer
Sold Out!
0 Slots Left
|
||
| 6:30 pm - 9:30 pm | ||
|
Welcome Dinner – A Night of Smooth Sailing - Mass Bankers Yacht Rock Party -Poolside
Sold Out!
0 Slots Left
Dinner Sponsored by: Baker Newman Noyes Goodwin K&L Gates Nutter |
||
| Friday - May 02 | ||
| 7:45 am - 8:30 am | ||
|
Breakfast and Marketplace – Ritz Carlton Ballroom Foyer
Sold Out!
0 Slots Left
Sponsored by Piper Sandler & Co. |
||
| 8:00 am - 10:00 am | ||
|
Spouse/Guest Breakfast & Beach Stroll: Sunshine, Sips & Sandy Toes! - Nolita Restaurant - Sponsored By BCBSMA
Sold Out!
0 Slots Left
Spouse/Guest Breakfast & Beach Stroll: Sunshine, Sips & Sandy Toes! - Nolita Restaurant - Sponsored By BCBSMA Kick off your morning with a delightful breakfast designed just for our wonderful convention spouses/guests! Savor a delicious spread of morning favorites while enjoying great company and plenty of laughs. Whether you're a fan of fresh coffee, fluffy pancakes, or simply good conversation, this is the perfect way to start your day. After breakfast, take a leisurely guided beach walk along the stunning Naples shoreline. Feel the warm sand between your toes, breathe in the salty sea air, and soak up the beautiful coastal views. It’s the perfect blend of relaxation and connection—because every great day starts with good food and a little ocean breeze! |
||
| 8:30 am - 8:45 am | ||
|
Business Session - Ritz Carlton Ballroom
Sold Out!
0 Slots Left
Welcome Robert J. Fraser, Chair, Massachusetts Bankers Association and President & CEO, MountainOne Financial |
||
| 8:45 am - 9:45 am | ||
|
Behavioral Economics
Sold Out!
0 Slots Left
Lisa Kramer, Verecan Chair in Behavioural Finance at the University of Toronto |
||
| 9:45 am - 10:45 am | ||
|
TBD
Sold Out!
0 Slots Left
|
||
| 10:45 am - 10:50 am | ||
|
Power Break – Sponsored by Vitex
Sold Out!
0 Slots Left
|
||
| 11:05 am - 12:05 pm | ||
|
The Silent Language of Leaders
Sold Out!
0 Slots Left
Linda Clemons, Global Sales and Nonverbal Communications Expert, CEO of Sisterpreneur ® Inc., Approximately 80% of communication is expressed nonverbally. When you know how to unlock and tap the secrets of people's nonverbal cues, you’ll always have the advantage in any situation. Imagine being armed with this powerful information, you'll be able to sit in a business meeting and know what your colleagues and boss are really thinking and feeling. |
||
| Saturday - May 03 | ||
| 7:45 am - 8:30 am | ||
|
Breakfast and Marketplace - Ritz Carlton Ballroom Foyer
Sold Out!
0 Slots Left
|
||
| 8:30 am - 9:30 am | ||
|
Breakouts:
Sold Out!
0 Slots Left
|
||
|
Preparing for All Weather Growth
Sold Out!
0 Slots Left
Preparing for All Weather Growth Karl R. Brorson, Director | Financial Institutions Group, Performance Trust Capital Partners CEOs and executive leadership teams at community banks are facing sharp U.S. policy pivots that continue to fuel local, national, and global uncertainty. With the ongoing market volatility as a backdrop, Karl Brorson, Director of FIG at Performance Trust, will address the shifting landscape and the potential opportunities ahead on balance sheet management. Karl will share a time-tested framework that accounts for changes to rates over time – informing CEOs on efficient capital allocation strategies that could help lead to durable stakeholder return and regulatory good standing. |
||
|
Succession Planning Through a Compensation Lens
Sold Out!
0 Slots Left
Suzanne Walker, Counsel, Kilpatrick Townsend & Stockton LLP Stephen F. Donahoe, Partner, Kilpatrick Townsend & Stockton LLP Succession planning isn’t just about choosing the next CEO—it’s about retaining key talent and ensuring a smooth transition at both the executive and board levels. This session will dive into real-world case studies (with names omitted to protect the innocent!) to explore compensation strategies that support leadership continuity. Key topics include: -Managing Internal Competition -Long-Term Incentives for Short-Term Leaders -Board-Level Succession Planning Join us for a dynamic discussion filled with practical insights and actionable takeaways to help navigate the complexities of leadership transitions. |
||
|
Organizational Culture: A Key to a High-Performing Bank
Sold Out!
0 Slots Left
Steve Hopkins, Director, Organizational Performance, WIPFLI Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem-solving, team collaboration, customer service, and the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged with advancing the desired culture of the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change to focus on. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact and touch upon the difference between culture and employee engagement. Cultural change is possible! |
||
|
Spouse/Guest Activity – Yoga
Sold Out!
0 Slots Left
Sponsored by Blue Cross Blue Shield MA |
||
| 9:30 am - 9:45 am | ||
|
Refreshment Break Sponsored by Nutter
Sold Out!
0 Slots Left
|
||
| 9:45 am - 11:00 am | ||
|
Annual Meeting and Elections
Sold Out!
0 Slots Left
|
||
| 11:00 am - 11:05 am | ||
|
Power Break – Sponsored by Profit Resources Inc.
Sold Out!
0 Slots Left
|
||
| 11:05 am - 11:20 am | ||
|
Refreshment Break – Sponsored by Keefe Bruyette and Woods
Sold Out!
0 Slots Left
|
||
| 11:20 am - 12:20 pm | ||
|
Beyond Coping: A Candid Conversation about Resilience, Connection, and Happiness in the Workplace
Sold Out!
0 Slots Left
Johnny Crowder, Founder and CEO, Cope Notes Crippling burnout. Chronic absenteeism. Rampant resignations. The multi-headed monster of compassion fatigue, longer working days and employee isolation are damming up the rivers of productivity at thousands of companies, and employers are concerned. Leveraging insights from his own decade-long mental health journey, Johnny Crowder shows audiences why talking about mental health should be as straightforward as talking about physical health, even in the workplace. Sponsored by Blue Cross Blue Shield of MA |
||
| 1:00 pm - 3:00 pm | ||
|
Optional Catamaran Sail
Sold Out!
0 Slots Left
Set sail aboard your exclusive catamaran, and the sea and sun wash your worries away. You’ll cruise through gorgeous Naples Bay and out into the Gulf of Mexico. Keep your eye out for playing dolphin, or simply take in the extraordinary view of a beautiful Southwest Florida sunset. Lunch is included. |
||
| 6:00 pm - 8:00 pm | ||
|
Closing Reception – Center Court
Sold Out!
0 Slots Left
Join us for the grand finale of the 2025 MBA Convention at the Closing Reception, where we'll stream the Kentucky Derby live for all to enjoy. This elegant event will feature an exceptional selection of delicious food and drinks ensuring a memorable experience. Enjoy live music, great company, and the opportunity to reconnect with retired bankers from the local area. It’s the perfect blend of tradition, networking, and celebration. Don’t miss this exciting finale, filled with camaraderie, delectable offerings, and the thrill of the Derby! Reception Sponsored by FHLLBoston |
||
| Sunday - May 04 | ||
|
Departures
Sold Out!
0 Slots Left
|
||
Speakers
| Name | Organization | Speaking At |
|---|---|---|
|
Anne Tangen
<p>Anne P. Tangen joined BankFive in 2020, driving significant investments in technology, infrastructure, and employee development. A former Chief Information Officer, Anne values the blend of personal service and innovative, customer-friendly technology. Her leadership has earned recognition from media, the community, and industry peers.</p><p>Anne has extensive experience in business and product strategy for wealth management, institutional asset management, and cash management services. She began her career at Fidelity Investments, spent 14 years in leadership roles, and later joined State Street Bank to launch a wealth management business generating $90MM annually. Prior to BankFive, she was Chief Operating Officer at The Cooperative Bank of Cape Cod. </p><p>A graduate of the University of Vermont, Anne founded the Alden Pettengill Foundation and serves on multiple boards, including the SouthCoast Community Foundation and the Massachusetts Bankers Association. Under her leadership, BankFive has earned accolades like The Women’s Edge Top 100 Women-Led Businesses. Anne frequently speaks at industry conferences and received the 2023 Northeast Women of Banking Award.</p>
|
BankFive | - |
| Johnny Crowder | Cope Notes | - |
|
Karl Brorson
<p><span style="color:black;font-size:11.0pt;"><span style="font-family:"Calibri",sans-serif;">Karl joined Performance Trust in early 2008 and currently serves as Vice President of the Balance Sheet Strategy Group. While leading a team based out of Chicago, Karl advises financial institutions in North America on how to effectively invest using total return and scenario analysis that fits into the broader balance sheet. Tapping into his background as a senior analyst, Karl combines his knowledge and experience to execute strategies in conjunction with Performance Trust’s disciplined risk/reward methodology. </span></span></p><p><span style="color:black;font-size:11.0pt;"><span style="font-family:"Calibri",sans-serif;">Prior to joining Performance Trust, Karl spent nearly two years at Newedge Financial, also based in Chicago, IL, as a financial analyst. Karl graduated from North Park University in Chicago with a BA in Business and Economics and holds a Master’s degree in Business Administration with a focus in finance from Batterman School of Business at Concordia University in WI. Karl also serves as President of the Financial Managers Society’s Boston Chapter, in Boston MA</span></span></p>
|
Performance Trust Capital Partners, LLC | - |
|
Kathleen Murphy
<p>President & CEO, Mass Bankers</p>
|
Mass Bankers Association | - |
|
Linda Clemons
<p>Linda Clemons from Indianapolis, Indiana, is the CEO of Sisterpreneur® Inc., which educates and empowers female entrepreneurs. She is an award-winning, record-setting sales producer. As a body language expert trained and certified in Analytic Interviewing and Statement Analysis™ (a process used to detect deception) has made Linda one of the top global sales trainers, assisting her clients in generating over two billion in sales.</p>
|
Sisterpreneur® Inc. | - |
|
Lisa Kramer
<p><span style="background-color:rgb(255,255,255);color:rgb(17,17,17);font-size:15px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Inter, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:300;letter-spacing:0.3px;orphans:2;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">Lisa Kramer holds the Verecan Chair in Behavioural Finance at the University of Toronto. She conducts interdisciplinary work in the field of behavioural finance, blending psychology and economics to study markets and financial decision making. She also has interests in neuroeconomics, investments, market seasonality, human decisions, mood, emotions, and the role of animals in society. Her research has appeared in economics, finance, business ethics, and psychology journals, including the American Economic Review. Her studies have been extensively profiled by the popular press, including The Wall Street Journal, US News and World Reports, The Washington Post, Bloomberg Business, Business Week, and Time. She currently serves on the Board of Directors of University of Toronto Asset Management and on the Joint Sponsors of University Pension Plan Ontario.</span></span></p>
|
University of Toronto | - |
|
Robert Fraser
<p>Robert is a national expert in leadership succession, corporate governance, and talent management across the financial services, private equity, and middle-market sectors. He has over thirty years of talent assessment and executive search experience, after an initial career in corporate banking with two leading Philadelphia institutions. He has successfully led hundreds of CEO-succession projects and financial officer assignments, as well as hundreds of C-level consulting, assessment, and executive search assignments.<br />
<br />
Robert holds an Economics degree from The Pennsylvania State University, and an MBA in Finance from Temple University. He currently serves on the Board of Directors of the Greater Philadelphia Chamber of Commerce. Alan is a Board Leadership Fellow of the National Association of Corporate Directors, and sits on the Board of Directors of NACD Philadelphia. He recently served as a Global Board Member of the Association of Executive Search and Leadership Consultants, the industry’s leading education and advocacy organization, and as an Advisory Director of Penn Liberty Bank prior to its sale to WSFS Bank. Alan is also known for his 16 years as a weekly business commentator on talent management and career issues for KYW News Radio 1060 in Philadelphia, and for serving as regular columnist for Bank Director and SmartCEO Magazine. He is a frequent speaker and author for business and financial services organizations nationwide.</p>
|
MountainOne Bank | - |
|
Steve Hopkins
<p style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);box-sizing:border-box;color:rgb(72, 74, 78);font-family:Lora, serif;font-size:16px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;line-height:26px;margin:0px 0px 10px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">Steve Hopkins is a leader on the organizational performance consulting and client experience team that supports the transformation of clients through the development of their people, their culture and, ultimately, their organizations. Steve previously ran an international sales team for an HVAC manufacturing company that took him around the world; he served as the business unit manager for ACS (now Xerox); and he taught English and comp at the University of Kentucky.</p><p style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);box-sizing:border-box;color:rgb(72, 74, 78);font-family:Lora, serif;font-size:16px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;line-height:26px;margin:0px 0px 10px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">A spectacular failure as a young leader, Steve believes passionately in providing organizations with the framework, training and tools to enable their leaders to grow and develop effectively. Focused on providing clients with thoughtful—and thought-provoking—consultation, his greatest satisfaction comes from fostering employee performance, team integration and organizational development</p>
|
WIPFLI | - |
|
Suzanne Walker
<div class="abstractBold peopleabstrachBold" style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);box-sizing:border-box;color:rgb(16, 24, 32);font-family:Diagramm, arial;font-size:18px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:500;letter-spacing:normal;line-height:26px;margin:0px;orphans:2;padding:0px 0px 15px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;"><p style="box-sizing:border-box;line-height:1.5;margin:0px;padding:0px;">Suzanne Walker focuses her practice on matters relating to employee benefits and executive compensation for public and private companies. Her employee benefit experience includes advising clients with respect to the design, drafting, and operation of tax-qualified retirement plans such as 401(k) plans, employee stock ownership plans, and KSOPs. Suzanne frequently advises clients on executive compensation matters relating to employment and consulting agreements, and the design and implementation of cash and stock-based incentive compensation plans. Publicly-traded companies benefit from her extensive knowledge of federal securities disclosure and registration rules governing stock benefit plans. Suzanne works closely with clients on the drafting of proxy statements and other securities filings.</p></div><div class="detailText noStyle noBorder" style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-top-style:none;box-sizing:border-box;clear:both;color:rgb(16, 24, 32);display:block;font-family:Diagramm, arial;font-size:16px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:500;letter-spacing:normal;margin-top:0px;orphans:2;padding-top:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;"><div class="abstract " style="box-sizing:border-box;"><p style="box-sizing:border-box;color:rgb(16, 24, 32);font-size:16px;line-height:24px;margin:0px;padding:0px 0px 15px;">Private and public companies also seek her guidance with human resource law issues, including the development of effective personnel policies and practices, employee and director education on employer-sponsored benefit plans, and the management of reductions in force and other severance matters.</p><p style="box-sizing:border-box;color:rgb(16, 24, 32);font-size:16px;line-height:24px;margin:0px;padding:0px 0px 15px;">In 2021, 2022 and 2023, Suzanne was named to the Capital Pro Bono High Honor Roll, which recognizes the contributions of those D.C. Bar members who donated 100 hours or more of pro bono service during the previous calendar year.</p></div></div>
|
Kilpatrick Townsend & Stockton LLP | - |
Sponsors
Platinum Level | |
| Dinner Entertainment – Thursday Night | $4000 |
| Dinner Entertainment - Saturday Night | $4000 |
| Mobile App | $4000 |
| Signature Cocktail Thursday Night | $4000 |
| Signature Cocktail Saturday Night | $4000 |
| Wine for Dinners | $4000 |
| Welcome Gift | $5000 |
Gold Level Sponsorship Opportunities | |
| Breakfast for Golf Tournament | $3000 |
| Candy Gift Bags | $3000 |
| Continental Breakfast 2 | $3000 |
| WiFi | $3000 |
Silver Level Sponsorship Opportunities | |
| Centerpieces | $2000 |
| Coasters | $2500 |
| Co-sponsor of Welcome Dinner | $2500 |
| Guest Event | $2000 |
| Logoed Pens (sponsor supplies) | $1500 |
| 1/2 Page Ad | $500 |
| Exhibit Table | $500 |
Sponsors
Our member banks and associate members can sponsor the 2025 Mass Bankers Convention. Sponsorships include an information page on the Event App, signage, recognition from the podium, and an exhibit table. | |
| For more information on sponsorships, please contact Meghan McCarthy, mmccarthy@massbankers.org. | |
Continuing Education
Hotel
Accommodations
The Ritz-Carlton, Naples, is a luxurious beachfront resort renowned for its elegance and world-class amenities. Nestled along the stunning Gulf of Mexico, this property offers a perfect blend of sophistication and coastal charm, making it an ideal destination for both business and leisure.
The room block is full. However, rooms are available at the Ritz-Carlton Golf Resort. Please reach out to Meghan McCarthy for more information, mmccarthy@massbankers.org.