How community banks can support the post pandemic recovery

Community banks have played and will continue to play a key role in supporting local economies across the country. Join us in a lively conversation as we discuss the need for bankers and the business community to become involved in political issues and how bankers can play a pivotal advocacy role in the free trade process.

FP Rising Stars: The tectonic shift in financial planning & wealth management

Join Financial Planning’s Editor-in-Chief, Chana Schoenberger, and industry luminary Mark Tibergien as they discuss the profound changes that the financial advisory sector is currently undergoing. Mark and Chana will explore the catalyst driving this transformation and how it will impact the client /advisor relationship of the future. In addition, come and meet Financial Planning’s Rising Stars for 2021.

Disrupting the disruptors: Unlocking digital business building trends for small business banking

After a year that’s been disrupted by COVID-19, business owners have drastically altered their financial habits to keep up with evolution in consumer preference. The competitive landscape, meanwhile, is becoming more challenging as digital technology lowers barriers to entry. Our session will explore what the role of banks is in a far more competitive environment and how banks can utilize digital tools for business building, which will ultimately serve as a growth and success engine for their small-business clients.

The rise of ESG in the municipal market

Will the sector embrace the global trend toward greater transparency?