EVOLVE 2025: Annual Banking Summit

Opening Remarks

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Legislative/Policy Update for Bank Industry

Presenter: Brian Gardner
Chief Washington Policy Strategist | Stifel

With the landscape in Washington, DC, in a constant state of flux, Stifel’s Chief Washington Policy Strategist will review notable issues that will figure prominently through the rest of the year. Notably, the Trump administration is implementing its global tariff agenda, and the economic consequences are still being born out. The administration is also in the early stages of consolidating banking regulation. We will discuss what the Trump agenda could mean now and in the future. Also, the administration could explore the recapitalization and release from conservatorship of Fannie Mae and Freddie Mac. 

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Break - 10 Minutes

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Tax Updates and Audit Considerations for Bank Financials

Presenters: 

Kaylyn Landry, CPA, MSA
Senior Manager | Berry, Dunn, McNeil & Parker, LLC

Ryan King, CPA
Senior Manager | Berry, Dunn, McNeil & Parker, LLC

Rashon Edgerton
Manager | Berry, Dunn, McNeil & Parker, LLC

The evolving tax landscape in 2025 and beyond presents challenges and opportunities for financial institutions. This session will provide a high-level overview of recent and upcoming federal and state tax laws changes, along with key financial reporting topics impacting the U.S. banking industry. Attendees will explore the latest tax law developments, gain insights into best practices for navigating these complex changes, and understand how these shifts affect financial statements, investor transparency, and strategic decision-making.

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Break - 10 minutes

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Balance Sheets: Maximizing Benefits and Minimizing Risks for Financial Institutions

Presenter: Ryan Henley
Managing Director, Fixed Income Research | Stifel

With the Federal Reserve restoring some semblance of a “normal” yield curve, and a new administration providing a favorable operating environment, institutions are implementing a range of strategies to improve performance in 2025.  This session will cover the menu of balance sheet strategies fitting for the current environment, profiles of the institutions that have executed them, and their rationale for implementation.  We will be comprehensive in covering capital initiatives, asset and funding considerations, hedging alternatives, tax strategies, and more. 

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Lunch - 40 minutes

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Leveraging Strengths in Leadership

Presenters:

Shawn Tuttle
Director of Learning & Development | BerryDunn

Leah L. Clair, CPA, MBA
Senior Manager | Berry, Dunn, McNeil & Parker, LLC

Understanding your strengths empowers banking leaders to lead authentically, build high-performing teams, and align individual talents with strategic goals. By leveraging your and your team members' natural strengths, leaders can enhance employee engagement, drive innovation, and foster a culture of trust, collaboration, and continuous growth.

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Break - 10 Minutes

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Staying Ahead: Key Insights from Banking Advisory Services to Strengthen Strategy and Oversight

Presenters: 

Susan Weber, MBA, Prosci® CCP
Senior Manager | Berry, Dunn, McNeil & Parker, LLC

William G. Enck, CPA, CPC, APA
Principal | Berry, Dunn, McNeil & Parker, LLC

Being “in the know” is key to staying ahead in an ever-changing industry. This knowledge-sharing session highlights valuable lessons learned from our banking advisory services engagements. We'll cover topics such as employee retirement plans, vendor due diligence, and risk management. Learn how other institutions are leveraging these services to enhance their strategies, strengthen oversight, and explore new opportunities.

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