From Insight to Action: Financial Services Leadership Forum

Overview

Community bank leaders are being forced to make big decisions faster—with less room for error. Growth strategies, M&A opportunities, and technology investments are no longer theoretical conversations; they’re real choices with real implications for performance, risk, and relevance.

From Insight to Action is built for that moment.

Developed in collaboration with Forvis Mazars, Stinson, and Olsen Palmer—with support from the Bank Holding Company Association (BHCA)—this leadership forum brings CEOs, CFOs, and directors together for candid, peer‑driven discussion on the decisions shaping community banks today - from evaluating M&A opportunities to prioritizing technology investments and navigating execution risk.

Learning Objectives:

• Assess technology investment decisions that can help improve operational efficiency and customer experience while aligning with resource constraints.
• Define stablecoins, cryptocurrencies, tokenized assets, and distributed ledger technology.
• Evaluate the legal, operational, accounting, tax, regulatory, and human capital considerations that can influence transaction success.
• Analyze the opportunities, risks, and practical implications of artificial intelligence adoption across community banking operations, customer service, risk management, and internal processes.
• Discuss regulatory expectations and leading practices for preparing and submitting merger applications.
• Describe current trends in the bank M&A landscape, including deal activity, valuations, transaction drivers, leading practices, and the future outlook.

Registration Fees:

• Early Bird: $195 (through July 15)
• Standard Registration: $250 (July 16–October 15)

Event Experience:

Expect an executive‑level, discussion‑first format: concise insights to frame the issues, followed by facilitated peer conversation focused on what’s working, what isn’t, and what to do next. Target audience is senior executive leadership and Bank Directors, encompassing all C‑Suite and chief‑equivalent roles.

Save your spot and join fellow community bank leaders for an honest, actionable conversation that moves beyond insight—and into action.

When

Where

Planner

11:45 a.m.–6 p.m. CT

8 a.m.–12:35 p.m. CT

Cascade Hotel, Kansas City, a Tribute Portfolio Hotel

4600 Wornall Rd

Kansas City, MO 64112

Interested in sponsoring this event? Email Michael Flaxbeard at michael.flaxbeard@us.forvismazars.com.