Briggs & Veselka CPA's is hosting our annual Banking Symposium for community banks in Texas who want to gain better insights into the challenges and opportunities in the years ahead.

7:30 AM    Registration                                                                    

8:00 AM    Breakfast and networking                                                 

9:00 AM    Welcome, David Phelps, Briggs & Veselka Co.                    

9:05 AM    Cyber security 
     Ken Parekh,
AMSYS Innovative Solutions
     Randle Moore,
Set Solutions, Inc.
     Colin Doherty
, Shaw Systems Associates, Inc.                

     Moderator:  Bill Penczak, Briggs & Veselka Co.

9:45 AM    Regulatory update                                                         
     Paul R. Wheeler
     Assistant Vice President; Banking Supervision Department
     Federal Reserve Bank of Dallas, Houston Branch

     Bobbie Davenport
     Regional Director, Department of Banking
     State of Texas, Houston Regional Office

     Moderator:  Terry Sherrill, Briggs & Veselka Co.  

10:30 AM   Break                                                                          

10:45 AM   Executive Compensation in Community Banks                      
     William “Billy” Granville III, ChFC
     Founder, CEO & Managing Member, Granville Group

11:30 AM   Audit & Attestation Update                                            
     CECL, Lease accounting & revenue recognition
     impact on loan covenants    
     Dan St. Clair
, CPA, Audit Director, Briggs & Veselka Co.

11:45 AM   Luncheon speaker                                                        
     Effective Strategy & Execution for Community Banks  
     Dr. James Bexley, 
Sam Houston State University

1:00 PM     Capital Considerations Panel discussion                              
     Chet Fenimore, Fenimore, Kay, Harrison & Ford, LLP   
     Dan Bass, Performance Trust Capital Partners                                                           

     Moderator: Lincoln McKinnon, Briggs & Veselka Co. 

1:45 PM    Driving Greater Efficiency in Community Banks 
                  Through New Business Models                                  
     Gregg Harris, Insperity
     Ken Parekh
, AMSYS Innovative Solutions
     David Munn, Briggs & Veselka Co.

     Terry Sherrill
, Briggs & Veselka Co.

     Moderator: Michelle Mullen, Briggs & Veselka Co. 

 2:30 PM    Conclusion                                                                                     

Thursday, March 23, 2017
7:30 AM - 2:30 PM
Maggiano's Little Italy Restaurant
2019 Post Oak Blvd (between Westheimer and San Felipe)
Houston, Texas 77056

No charge for invited guests
Breakfast and lunch provided
Complimentary surface parking

Learning Objectives

Who should attend: CEO's, Presidents, CFO's, Board Members, and other senior management of Texas Community Banks

CPE credit hours: 5.5

Prerequisites: None     

Learning Objectives:

  • Determine the attributes of information relating to confidentiality, possession or control, integrity, authenticity, availability, and utility, any of which can make it vulnerable to attack.
  • Understand typical cyber security threats, attacks, and exploits and the motivations behind them. 
  • Obtain an understanding of the U.S. election's potential impact and consequences for the agencies' regulatory priorities.
  • Develop an understanding for liquidity risk management regulatory requirements and enhancements of the three-lines-of-defense model (treasury, risk, and internal audit).
  • Discern the differences between products and services to tailor an executive compensation plan.
  • To provide a summary of significant recent accounting pronouncements directly affecting the financial institutions industry.
  • To provide an understanding of the impact of key accounting pronouncements.
  • Obtain an understanding of how to prepare, communicate, and execute an effective strategy unique to a community bank.
  • Ascertain the key regulatory capital compliance impacts of CECL, CRE Concentrations, and BASEL III.
  • Obtain an understanding of the key risk factors facing community banks.
  • Understanding outsourcing as a critical strategic tool which allows bankers to focus more on customer-facing activities and to access expertise not available internally.  
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