DAY ONE
Shuttle ride to Old Parkland
09:30 am
The first day of this year’s symposium takes place in the debate chamber at Old Parkland, the crown jewel of the Crowe family’s real estate empire and arguably the most exquisite event venue in America.
To understand the events of last year, we first must understand how the banking system works. We’ll cover both in this session.
10:00 am
A Review of Last Year
JOHN MAXFIELD | MAXFIELD ON BANKS
10:30 am
Banking changed forever on July 5, 1982, when a rapidly growing bank in Oklahoma City was declared insolvent by the OCC. Here’s the story of Penn Square Bank, told by the lead OCC examiner in charge of its failure.
The Failure of Penn Square Bank
STEVE PLUNK | PRESIDENT | SHILOH MANAGEMENT GROUP
The Philosophy of America’s Top-Performing Bank
11:30 am
Ross McKnight oversees InterBank from his 56,000-acre ranch in Throckmorton, Texas. The fourth-generation rancher paid $5000 for the bank in 1988 and has since grown it from $14 million to $4.5 billion in assets. Today, it is the top-performing commercial bank in the country.
ROSS McKNIGHT | CHAIRMAN | INTERBANK
The Banker with Nine Lives
12:15 pm
Jennifer Chandler nearly drowned as a child, fell out of a second-story window a few years later, suffered a stroke at age twelve and lost her older brother later in life to mental illness. Today, she is a top executive at Bank of America and president of its Dallas market. In this session, Jennifer shares her personal and professional journeys.
JENNIFER CHANDLER | DALLAS MARKET PRESIDENT | BANK OF AMERICA
Lunch
01:00 pm
Pecan Room, Old Parkland
Dissecting the Business Models of Top-Performing Banks
02:00 pm
At the symposium last year in Philadelphia, we focused on the dynamics of bank failures. Three days later came the second largest bank failure in U.S. history. This year in Dallas the focus is on successful bank analogs. In this session, one of the best connected investors in the space dissects the business models of high-performing banks.
JONAH MARCUS | PARTNER | ENDEAVOUR CAPITAL ADVISORS
The Audacity of Triumph Financial
02:30 pm
In 2010, a thirty-year-old lawyer from Dallas, Texas, raised $45 million to buy a floundering bank in the city’s northern suburbs. Today, that bank is rewiring the flow of payments across the American trucking industry. It is one of the most compelling stories in banking.
AARON GRAFT | CEO | TRIUMPH FINANCIAL
Bridging the Education Gap in Banking
03:30 pm
The shuttering of management training programs at many banks, compounded by industry consolidation, has left an education gap in the industry. One institution helping to bridge the gap is the Pacific Coast Banking School.
GRETCHEN CLAFLIN | CEO | PCBS
MICHAEL PARISH | SVP | BANK OF AMERICA
Mark Lynch spent twenty-five years helping Wellington Management Co. become one of the most influential capital allocators in the banking sector. Today, he manages his own portfolio of investments in more than fifty community banks.
04:15 pm
The Road Ahead
MARK LYNCH | PARTNER (RETIRED) | WELLINGTON MANAGEMENT CO.
Dinner at Triumph Workshop
06:00 pm
Triumph Financial established the Triumph Workshop in 2020 to serve as a state-of-the-art makerspace in Dallas. It features a metal shop, wood shop, educational programs, and coworking spaces. It’s renowned as one of the most innovative CRA efforts in banking.
DAY TWO
Shuttle to Bank of America Plaza
08:30 am
The second day of this year’s symposium takes place on the 68th floor of Bank of America Plaza, the tallest building in Dallas.
The Most Interesting Person in Banking
09:00 am
Who is the most interesting person you know? For me, it’s Adam Schlesinger — former Bombardier engineer; Microsoft strategist; dating and artificial intelligence app developer; tequila company owner; transformation architect at National Bank of Canada and First Republic Bank; and board member of Liberty Bank.
ADAM SCHLESINGER | TRANSFORMATION ARCHITECT AND BANK BOARD MEMBER | NATIONAL BANK OF CANADA, FIRST REPUBLIC BANK, AND LIBERTY BANK
Always the Hard Road
09:45 am
Norm Bagwell is Dallas’ consummate banker, renowned for his ten lessons in leadership. He has watched the story of Texas banking unfold since joining MBank in 1985. He later served as the Dallas market president for Bank One (later Chase), before joining Bank of Texas in 2008 as CEO. (Today he serves as chairman.)
NORM BAGWELL | CHAIRMAN | BANK OF TEXAS
Being Creative with Bank Charters
10:30 am
TREY MAUST | CHAIRMAN | LEWIS & CLARK BANK
STEVE MILLER | CEO | FFB BANK
Lewis & Clark Bank and FFB Bank are pioneering ways to leverage their bank charters.
A rundown of new laws, regulations and legal cases that should be on bankers’ radars.
11:00 am
Legal Update
JIM BARRESI | PARTNER | SQUIRE PATTON BOGGS
The Power of Perspective
11:30 am
In 2021, a financial technology company from Salt Lake City raised a $100 million series A investment round, tying the record for the largest series A in Utah history. Led by Rhett Roberts and two brothers, LoanPro is also working to alleviate poverty in Cambodia.
RHETT ROBERTS | CEO | LOANPRO
Concluding Remarks
12:00 pm
JOHN MAXFIELD | MAXFIELD ON BANKS