Tuesday, September 16 -- Wednesday, September 17 -- Thursday, September 18

Tuesday, September 16 at Old Town Warren Theatre

All New Visions in Correspondent Banking conference general sessions are held at the Old Town Warren Theatre, 353 N Mead in Old Town, 316.262.7123. 

8:00 —  Registration open at Old Town Warren Theatre

8:40 —  Welcome
Eric Goering, President & CEO, LendingTools.com

9:00 — The Return of Risk: Bank Regulation Post Subprime
R. Christopher Whalen, SVP and Managing Director, Institutional Risk Analytics
The Treasury Department’s Blue Print for Regulatory Change may be dead on arrival but, that doesn't mean we will have a holiday from regulatory change. In spite of “fixes,” the subprime debacle will continue to affect the regulatory climate for sometime. Hear how as the session looks at:

• The new regulatory focus: safety and soundness,
• More capital, reporting and oversight,
• Areas of concern: housing, C&I and credit cards.

10:00 — Break to network and call the office

10:30 — The Economy and Rates: Where is it All Going?
Eugenio J. Alemán, Ph.D., Senior Economist & Vice President, Wells Fargo and Company
A top priority for correspondent and respondent banks alike continues to be the economy. Dr. Aleman examines key issues including:

• The U.S. economy continues to drift away and the Federal Reserve seems to be between a “rock and a hard place.”  How long is this credit crisis going to remain with us?  Where are interest rates heading?
• The U.S. dollar weakness is one of the causes of the strong price of petroleum.  Is there a solution for the U.S. dollar weakness?
• Are there good reasons, other than a weak dollar, for petroleum prices to be so high?
• The U.S. housing market is very close to a bottom.  Does this mean that we should expect a rebound soon?

11:30 — Lunch hosted by LendingTools.com

1:00 — Checks: More Efficient, More Important Than Ever
David Walker, President & CEO, ECCHO
Alison Lyewski, Group Vice President, Float Management, SunTrust
Many have started but few have reached full image exchange. Attendees will hear details that will help them determine how their bank is positioned compared to others and the benefits of redesigned image workflows and efficiencies. Some of the topics included:

• Is the value of check payment system declining?
• Sticky check payments and why. What are the alternatives?
• Determining where your institution ranks on image implementation relative to the industry.
• Redesigning Check Capture workflow as SunTrust transitioned to full image exchange.
• Distributed capture processing – capturing the items closer to the source.
• Analysis of image alternative clearing channels – where do we go from here.

2:00 — Establishing Private Image Exchanges
Calvin Coady, EVP, Bankers' Bank of Kansas
John Connelly, SVP & COO, First National Bankers' Bank
Lisa Reynolds, SVP of Operations, Bankers' Bank Northeast
Panel Moderator: Cheryl Yavornitzki, Payments Relationship Manager, LendingTools.com
Building a private, branded image exchange takes executive commitment, focused selling, and flawless execution. Panelists that have private exchanges running today share their thoughts on:

• Understanding target markets
• Developing deployment strategies
• Mass selling versus point selling
• Implementing Service Level Agreements

3:00 — Break to network and call the office

3:30 — Balancing the Balance Sheet to Increase Profits
Charlotte McLaughlin, President & CEO, PNC Capital Markets, LLC
This session will address balance sheet management and strategy formulation. Subjects discussed will include: setting objectives, determining sources of risk, and tracking results. Both cash market and derivative strategies will be examined.

• Sources of balance sheet risk
• Optimizing Risk/Return Trade-offs in Balance Sheet Management
• Utilizing Capital Markets products to manage risk and enhance margin

4:30 — Private Market Settlement Models
Eric Goering, President and CEO, LendingTools.com
The session is a discussion of how settlement models are changing in the face of the movement towards private transaction exchange, how correspondent banking is serving a role in this new environment and how correspondent banks can take advantage of the new opportunities this market presents.

5:30 — Adjourn

6:00 — 8:30 Opening Night Reception
In the atrium of Hotel at Old Town, First & Mosley, 830 East First, 316.267.4800. LendingTools.com welcomes you to Wichita and the Historic Old Town area. Join us and enjoy a relaxed atmosphere and the opportunity to meet and network with friends and associates while enjoying great hors d'oeuvres, beverages and soft piano music.

Back to the top

Wednesday, September 17 at Old Town Warren Theatre

General Sessions for the New Visions in Correspondent Banking conference reconvene at the Old Town Warren Theatre, 353 N Mead in Old Town, 316.262.7123.

8:00 —  LendingTools.com services: overviews and demonstrations
Jon Budd, Senior Vice President, LendingTools.com
Many 2007 attendees asked to hear more about LendingTools.com services. This session provides:

• An introduction to the Private Correspondent Suite of services,
• What sets it apart from competitive offerings,
• Why the service leads to new and enhanced respondent relationships.

8:50 —  Conference announcements for the day

9:00 — Correspondent RDC: Opportunities, Trends & Developments
John Leekley, Founder and CEO, RemoteDepositCapture.com
What began as a simple way to accept deposits electronically may now be taking on a life of its own as new trends and opportunities develop.  Mr. Leekley shares his findings on developing trends including:

• Corporations and Banks using RDC are beginning to migrate away from ACH Check Conversion and migrate towards clearing checks through their correspondent networks.
• ISO’s and third-party processors play an increasingly important role in RDC and Correspondent clearing.
• RDC is enabling larger Corporations and Non-Bank Financials to act as Correspondents in the clearing process.
• How banks can position themselves to substantially benefit from these trends.

10:00 — Break to network and call the office

10:30 — Cash Management: New Concepts and Practices
Matt Ribbens, CTP, Expert, Manager of The Cash Management Forum, Global Concepts, a subsidiary of McKinsey & Company
Global Concepts' staff critically analyzes the trends, technologies, and strategies driving the treasury services industry. This important session will address:

• Trends in cash management based on industry research by Global Concepts,
• Trends influencing the markets banks are targeting, the growth of B2B electronic payments and the demand for greater information reporting tools and services,
• The biggest market movers based on product demand for cash management clients.

11:30 — Lunch hosted by LendingTools.com

Make the most of the afternoon networking events by reaching out to others with similar interests that you can talk business with, chat with socially today and establish a contact for throughout the year.

12:30 — Networking on the Greens hosted by LendingTools.com
Crestview Country Club, 1000 N 127th St. East, 316.733.1344
Foursomes will be assigned by the organizer but requests will be accommodated if possible. Rental clubs are available at the player’s expense. Please register for this event by September 2. First tee time 2:00.

1:00 — Networking at the Spa hosted by LendingTools.com
Beau Monde Spa and Boutique, 239 North Rock Road, 316.636.1214
Enjoy a special New Visions in Correspondent Banking package of services in the luxurious surroundings of this top line spa. Select the services that meet your pampering needs while developing year around business contacts. Relax while enjoying a beverage and let the pampering begin. Please register for this event by September 2.

1:00 — Networking at the Club hosted by LendingTools.com
Craig Allen's Men's Fine Grooming, 10096 East 13th Street, 316.631.3707
A unique concept in that caters to men Craig Allen’s combines all the necessary services a man needs along with the few luxuries he wants. Hair cuts and trims, hot towel treatment, shoeshine, manicure, facial, massage, cigar lounge, beverage bar, pool table, sports TV. Just the right atmosphere for building business relationships that will carry throughout the year. Please register for this event by September 2.

7:00 p.m. —High Spirits Dinner hosted by LendingTools.com
Whiskey Creek Wood Fire Grill, 233 N Mosley in Old Town, 316.265.0707
Nearly every steak at Whiskey Creek comes from cattle that have been tracked since birth. Networking with your peers doesn't have to go that far, but you will enjoy this opportunity to build your network of professional contacts. All attendees are invited for dinner and drinks at a unique concept in steakhouses. Later, enjoy the fun, historic atmosphere of the Old Town area.

Back to the top

Thursday, September 18 at Hotel at Old Town Conference Center

The entire day is devoted to LendingTools.com customers. Each attendee is strongly encouraged to actively participate in this all day working session as LendingTools.com focuses on in-depth discussions of its proprietary information.  Only customers with a current license for the Financial Portal & Transaction Service (ExtraNet FP-S) may attend the morning session and only customers with a current license for OnWe Network, Image & Exchange Service (OnWe Network or ExtraNet CL) may attend the afternoon session.  All customers are invited to the luncheon session.

LendingTools.com CORe Meeting

 

8:30 — Focus on the Financial Portal & Transaction Service (ExtraNet FP-S and FP-C) Attendance is restricted to customers with a current license for these services.

10:00 — Break to network and call the office

10:30 — Focus session continued

12:00 — Lunch hosted by LendingTools.com
Focus on LendingTools.com — "State of the Union" (12:20-1:15)
Eric Goering, President & CEO, LendingTools.com

1:30 — Focus on OnWe Network, Image & Exchange Service (OnWe and ExtraNet CL) Attendance is restricted to customers with a current license for these services. )
A guest speaker from SVPCO will discuss the connectivity between OnWe Network and their Image Payments Network.

3:00 — Break to network and call the office

3:30 — Focus session continued

5:00 — Adjourn

Back to the top