Aug 5, 2026 to Aug 6, 2026
This workshop will explore the role played by the Board of high performing banks. High performing banks are defined as producing strong returns for their shareholders. These effective boards are characterized by being active, but not meddling. These boards allow management to run the bank on a day-to-day basis, while holding management accountable. The bank’s best opportunity for success occurs when the board clearly sets the strategic direction of the bank.
8:45 a.m. Virtual Classroom Opens
9:00 a.m. Program Begins
12:30 p.m. Break for Lunch
1:15 p.m. Program Resumes
2:30 p.m. Program Adjourns
All times are in EST
9:00 – 9:30 am
Welcome and Opening Remarks
Karl Nelson, Founder & CEO, KPN Consulting
9:35 – 10:35 am
The Succession Planning Gap Nobody Wants to Discuss
Christie Summervill, CEO, BalancedComp
10:40 – 11:40 am
Artificial Intelligence for Community Banks
James Hanson, Partner & COO, Current Marketing Solutions
11:45 – 12:45 pm
Credit Quality: Trends, Stress Points, and Opportunities
David Ruffin, President - Credit Risk Solutions, OptimiaFi
12:45 – 1:15 pm
Break for Lunch
1:15 – 2:15 pm
Asset/Liability Management in Today’s Environment
Dale Sheller, Managing Director – The Baker Group
2:05 – 3:00 pm
Concluding Remarks and Adjourn
Karl Nelson, Founder & CEO, KPN Consulting
Karl Nelson, Founder & CEO, KPN Consulting
Christie Sommervill, CEO, BalancedComp
James Hanson, MBA, CFMP, CDMP, Partner & COO - Current Marketing Solutions
David Ruffin, President – Credit Risk Solutions, OptimaFi
Dale Sheller, Managing Director & Director of Financial Strategies Group, The Baker Group
Who Should Attend
The 2026 Bank Directors’ Symposium is a must attend for all Directors and CEOs with a special focus on the banking industry’s current and future outlook. The objective of this symposium is to provide updates on topics including regulatory expectations, vendor management, succession planning, talent acquisition, ALCO and other critical areas for a bank’s success.
IBA Members
$295 per person
$895 per bank - unlimited attendees from the same institution
$895 - On-Demand Recording
Participation in IBA programs is limited to members, associate members and non-members from an eligible membership category at applicable member or non-member rates.
100% surcharge applied to non-members.
August 5, 2026
Bank Director Symposium - Virtual Training
9:00 AM - 2:30 PM EST
For additional information and to
register, please feel free to contact:
Indiana Bankers Association
Laurie Rees
Lrees@indiana.bank
PHONE: 317.387.9380
If you have any questions please contact Molly Gibbs at 317-387-9380 or via e-mail at mgibbs@indiana.bank
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations 1 day prior or absences on the day of the program. Substitutions are welcome any time.