Join us for these interactive sessions where attendees will roll up their sleeves and candidly discuss their top business challenges with industry experts.
Lender Risk Management:
Moderator: Dan Gottlieb, Chief Strategy Officer, EDR
Session 1, 10:30 am – 11:30 am: Wake Up Call-Valuation Program Examinations: A Former Regulator’s Perspective–Is Your Bank Doing Enough to Prepare?
Moderator: , Director of Government and External Relations for the Appraisal Institute
Speaker: , MAI and Former FDIC Appraisal Review Specialist, Principal Owner, VRC Advisors, LLC, Valuation Regulatory Compliance
As a risk professional, what keeps you up at night? Chances are regulatory compliance is one of your financial institution’s biggest pain points today. At this breakout session, former FDIC reviewer, Richard Rawson, will share his unique insights from decades of experience in reviewing hundreds of institutions’ appraisal policies, processes and procedures. Attendees will benefit from an insider’s look at lessons learned, common missteps banks make, and advice for how your institution’s policies, processes and practices can be tightened up to best protect itself against the scrutiny of examiners. Topics will include: a review of the latest guidance, scope of a valuation program exam and typical program compliance questions. Don’t miss this opportunity to troubleshoot your program and learn from a true expert.
Session 2, 11:30 am – 12:30 pm: Harnessing Data In New Ways To Drive Efficiency In Lender Operations
Moderator: Ted Zimmerman, EDR, VP of Data Solutions
David J. Drummond, SVP, National Manager – Key Real Estate Technical Services, Environmental, Construction & Appraisal Services, Key Bank
Zachariah Rosenberg, Director, Greystone Labs
Rebecca Howell, Analytics Manager, Wells Fargo
Lenders are becoming increasingly more sophisticated in harnessing data and technology to make better lending decisions. This not only reduces internal costs, but improves their competitiveness by allowing loans to be quoted and closed more quickly. Our speakers today are among the visionaries pushing the limits on how quickly loans can prudently get done.
Strategic Business Planning:
Moderator: Ted Maziejka, Strategic Consultant
Roll Up Your Sleeves: What’s Your Strategic Plan for Growth?
EDR’s 2018 Benchmark Survey of Environmental Consultants showed that the three most significant challenges facing professionals today are: maintaining strong profit margins, expanding into new geographic markets and forecasting their business. This track will focus on how top firms are responding to the competitive market environment and give attendees food for thought to position their firms for growth in the near-term.
Session 1, 10:30 am – 11:00 am: State of the Environmental Consulting Sector
Speaker: , Founder and CEO, 2020 Environmental Group
EBI’s statistics on environmental markets are the most well-respected in the industry. The breakout track will kick off with highlights of EBI’s market data for the environmental industry, as well as their latest forecast.
Session 2, 11:00 am – 12:30 pm: How Leaders of Consulting Firms Overcome 7 Silent Growth Killers
Speaker: , Founding Principal, CEO to CEO
For an executive team, the excitement of leading a steadily or rapidly growing midsized firm can be exhilarating – that is, until growth grinds down to a halt. In this presentation, Robert Sher explores how seven silent growth killers have derailed midsized firms based on his years of research on more than 100 companies. Illustrating the seven silent growth killers through real examples, Robert explains how leaders can protect their companies from them or avoid them altogether.