Financial Services Forum Schedule-at-a-Glance
The following continuing education credits are available, pending approval:
CERP, CFP, CLE, CPE, CRCM and CTFA
To inquire about NYBA’s financial aid policy, please contact Brent Weitzberg, [email protected].
Tuesday, November 4
5:00 PM – 6:30 PM Registration
5:30 PM – 6:30 PM Early Arrivals Reception
Wednesday, November 5
9:00 AM – 5:00 PM Registration
10:00 AM – 10:20 AM Directors and Trustees Networking & Coffee
10:20 AM – 12:30 PM Directors & Trustees Workshop presented by The Kafafian Group, sponsored by Flushing Bank (Optional add-on when you register).
- Financial Industry Overview, New York Banks Financial Trends, and the Risk Dashboard
12:30 PM – 1:30 PM Directors & Trustees Lunch sponsored by Flushing Bank
1:30 PM – 3:30 PM Directors & Trustees Workshop
- Move Your Board From Tactical to Strategic: Characteristics of a Good Versus Challenging Board. Moderator: Jeff Marsico, Founder and
President, The Kafafian Group, Inc., Panelists: Bob Kafafian, Founder, Chairman & CEO, The Kafafian Group, Inc. and ALCO Chair, USCB
Financial Holdings, Inc., Alan Kaplan, Founder & CEO, Kaplan Partners.
5:30 PM – 7:00 PM Chair’s Reception sponsored by Five Star Bank
Thursday, November 6
7:00 AM – 12:00 PM Registration (South Ballroom Foyer)
7:30 AM – 8:45 AM Breakfast Workshops
- The Debanking Executive Order and What it Means for Your Institution (Arnold & Porter) Ponce de Leon 1
- What’s Next in Washington: Insights from Both Sides of the Aisle (Porterfield, Fettig & Sears) Gold Room
- Sustainability as Strategy: Maximizing Value and Mitigating Risk (Webster Bank) Ponce de Leon 3
- AI in Action: A Practical Guide to Building Intelligent, Trust-Driven Banking (Dixon Schwabl) Ponce de Leon 2
7:30 AM – 8:30 AM Sunrise Yoga sponsored by Ridgewood Savings Bank (Ocean Lawn)
8:30 AM – 9:45 AM Guest / Spouse Breakfast sponsored by NBT Bank (Ocean Lawn)
9:00 AM – 12:00 PM General Session (Ponce de Leon 4-6)
- Welcome Remarks
- From the Trenches: Leaders of the American, Florida and New York Bankers Associations (Rob Nichols, Kathy Kraninger & Clare Cusack)
- Stablecoin: It's a Transformation, Not a Trend (Roy Ben-Hur, Deloitte)
- A View from the C-Suite (Brian Coakley, President & CEO, North Country Savings Bank; Dave DeMarco, President & CEO,
Arrow Financial Corporation; Martin Birmingham, President & CEO, Five Star Bank. Moderated by Paul Davis, The Bank Slate)
1:00 PM – 5:30 PM Golf Tournament at The Breakers Ocean Course (Optional add-on when you register.) Guests / Spouses welcome. (Main Entrance)
1:00 PM – 3:00 PM Community Service Project to Benefit the Friends of Palm Beach sponsored by First Central Savings Bank (Optional add-on when you register).
- We’re cleaning up the beach and helping to protect the beautiful shoreline of our host city! Guests / Spouses welcome.
8:30 PM – 11:00 PM NYBA @ Night: Palm Royale Edition entertainment sponsored by Holland & Knight. (Ponce de Leon 4-6)
- Slip into your swankiest vintage Palm Beach glam - think bold prints, breezy linens, and add your own splash if fabulous!
Friday, November 7
7:00 AM – 12:00 PM Registration (South Ballroom Foyer)
7:30 AM – 8:45 AM Breakfast Workshops
- The Promise and Peril of Stablecoin (Holland & Knight) Ponce de Leon 1
- Managing Risk in a Transforming Banking Landscape (Wolf & Company, P.C.) Ponce de Leon 2
- What Happens When You Gamify Learning and Development: A Generative AI Use Case (1st National Bank of Scotia & LemonadeLXP) Ponce de Leon 3
8:30 AM – 9:45 AM Guest / Spouse Breakfast sponsored by NBT Bank (Ocean Lawn)
9:00 AM – 12:00 PM General Session / Keynote (Ponce de Leon 4-6)
- President's Report and State of Association, Clare Cusack, President & CEO, NYBA
- The Economic Landscape for Banks: The M&A Market, Predictions for 2026, and More. (Piper Sandler & KBW)
- The AI Future is Now: Building Tomorrow's Bank Today.
- Leading Like a Champion: Teamwork, Trust, and the Pursuit of Excellence. Featuring: Rebecca Lobo, WNBA Hall of Fame & ESPN Analyst.