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MBA/VBA Joint Convention
(128th MBA Annual Convention) June 2-5, 2024 | The Ritz-Carlton, Amelia Island Being held on June 2-5, the 2024 MBA/VBA Joint Convention takes place at The Ritz-Carlton, Amelia Island in Florida. The 2024 event will combine a great lineup of speakers on timely topics and networking with bankers and industry providers. |
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Please note that the registration link will direct you to the VBA website. You will be required to create an account to register. If you wish to register without creating an account, please see more information under the Registration tab below.
Agenda
SUNDAY, JUNE 2
2:30 - 5:30 p.m. – Registration & Refreshments
5:30 - 7:00 p.m. – Welcome Reception
MONDAY, JUNE 3
7:00 - 8:00 a.m. – Registration & Breakfast
7:30 - 8:15 a.m. – Breakfast Session
8:30 - 11:45 a.m. – General Session & Breakout Sessions
9:30 - 10:30 a.m. – Spouse/Guest Program (see below for more information)
1:00 p.m. – Golf Tournament: Shotgun Start (see below for more information)
9:00 - 10:30 p.m. – Dessert Reception
TUESDAY, JUNE 4
7:15 - 8:30 a.m. – Registration & Breakfast
8:00 - 8:45 a.m. – Association Business Meetings
9:00 a.m. - 12:00 p.m. – General Session & Breakout Sessions
2:00 - 4:00 p.m. – Fun in the Sun Social (see below for more information)
6:30 - 10:15 p.m. – Closing Reception & Dinner
WEDNESDAY, JUNE 5
Departure
Please note that the dress code for all Convention events is resort casual, including polo shirts, shorts, sandals, sundresses, etc.
2:30 - 5:30 p.m. – Registration & Refreshments
5:30 - 7:00 p.m. – Welcome Reception
MONDAY, JUNE 3
7:00 - 8:00 a.m. – Registration & Breakfast
7:30 - 8:15 a.m. – Breakfast Session
8:30 - 11:45 a.m. – General Session & Breakout Sessions
9:30 - 10:30 a.m. – Spouse/Guest Program (see below for more information)
1:00 p.m. – Golf Tournament: Shotgun Start (see below for more information)
9:00 - 10:30 p.m. – Dessert Reception
TUESDAY, JUNE 4
7:15 - 8:30 a.m. – Registration & Breakfast
8:00 - 8:45 a.m. – Association Business Meetings
9:00 a.m. - 12:00 p.m. – General Session & Breakout Sessions
2:00 - 4:00 p.m. – Fun in the Sun Social (see below for more information)
6:30 - 10:15 p.m. – Closing Reception & Dinner
WEDNESDAY, JUNE 5
Departure
Please note that the dress code for all Convention events is resort casual, including polo shirts, shorts, sandals, sundresses, etc.
Speaker Spotlight
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Monday Breakfast Session
Economic Update Dr. Lindsey Piegza | Chief Economist, Stifel Session Sponsored by Stifel Chief Economist Dr. Lindsey Piegza will look at the current state of the economy and what it means going forward for overall growth, interest rates and monetary policy. She will cover macroeconomic trends in consumer spending and investment, in addition to new monetary and fiscal policy initiatives and the potential economic effects of these changes. She will also examine the changing global and political environment, and how it will affect the economy. Participants will leave this session able to advise management teams on the possible effect of economic issues on their organizations. |
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Monday Breakout Sessions
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Your Bank Needs a Payments Strategy
Marisa Reynolds | SVP, Fintech & Vendor Relations, Genesys Technology Group Session Sponsored by Genesys Technology Group In today’s digital age, financial institutions cannot afford to overlook the significance of developing a comprehensive payment strategy to stay competitive and meet customer expectations. This session serves as a wake-up call for financial institutions to assess their current payment landscape, recognize the importance of a well-defined payment strategy, and adapt to the evolving customer expectations and technological advancements in the industry. |
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Bank M&A: Market Update, Key Trends, and Best Practices
Christopher Olsen | Managing Partner, Olsen Palmer LLC Session Sponsored by Olsen Palmer LLC The banking industry appears to be on the verge of a sizeable consolidation wave. M&A activity was sluggish of late due to a host of factors, including the FOMC’s tightening efforts and the resulting unrealized bond losses that emerged. However, the languid level of activity of late is increasingly looking like less of an extinguishment of M&A and more of a deferral of dealmaking into future periods as the tectonic forces driving consolidation in recent decades still hold and, in fact, have seemingly become more stout. Indeed, behind the scenes, merger discussions have been gathering momentum among both prospective sellers and would-be buyers alike. This session will provide an engaging update on the bank M&A landscape including transaction activity, valuations, deal drivers, key trends, and best practices. The discussion should be useful to all bank executives and directors for navigating a potential consolidation wave, whether from the perspective of potential sellers, would-be acquirers, prospective merger counterparties, and even those intending to remain fully independent. |
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Tuesday Breakout Sessions
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Banking on a Sustainable Future-Opportunities for Community Banks to Finance Renewable Energy Projects
Josh Miller | CEO, The KeyState Companies and Seth Winter | Partner, Troutman Pepper Session Sponsored by The KeyState Companies While financing renewable energy has long been seen as mainly the domain of larger banks and corporations, solar tax equity investments can offer community banks an attractive inroad into renewable energy finance. The investment offers a compelling return profile and GAAP earnings impact, enhances a bank’s current corporate sustainability efforts and, in some cases, can qualify for CRA. Josh and Seth will provide a detailed overview of solar tax equity and the regulatory framework that they need to consider and follow when making a solar tax equity investment and what is required for CRA credit. Since the passage of the Inflation Reduction Act in 2022, the solar tax equity marketplace has shifted significantly. Josh and Seth will discuss the opportunities and challenges that community banks face. |
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Clarity Amidst the Chaos
Jason Clayton | Director, Performance Trust Capital Partners Session Sponsored by Performance Trust Capital Partners Entering 2023, industry-wide tools for assessing interest rate risk had created a false sense of security that would manifest itself in substantial – possibly fatal – margin compression in the year ahead. Hidden in plain sight, most would not recognize the danger until the bank failures that occurred later in the first quarter, and even then many failed to acknowledge it on their own balance sheets. Capital allocation decisions in banking have long suffered from a narrow view of future shareholder value in a world where volatility and uncertainty are constant truths. This session introduces a dynamic framework for evaluating shareholder returns across multiple future scenarios to provide for greater sustainability of earnings over time. It is more difficult than ever to develop and execute on strategy, effective CEOs must operate within a process that instills confidence and clarity. |
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Activities & Entertainment
Welcome Reception
Welcome Reception
Sunday, June 2 | 5:30 - 7:00 p.m.
Sponsored by Investors Title Insurance Company
Join other Convention attendees on Sunday evening to kick off what is sure to be a great Convention. No registration is required – this event is open to all Convention attendees and guests.
Sunday, June 2 | 5:30 - 7:00 p.m.
Sponsored by Investors Title Insurance Company
Join other Convention attendees on Sunday evening to kick off what is sure to be a great Convention. No registration is required – this event is open to all Convention attendees and guests.
Spouse/Guest Program
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Spouse Guest Program: Turtle Tour & Nature Walk
Monday, June 3 | 9:30-10:30 a.m. Sponsored by S&P Global Market Intelligence Registered spouses and guests are invited to join us for this FREE event, which will be held at 9:30 a.m. on Monday morning. This nature walk will be focused on the local gopher tortoises, which can be spotted in a number of areas on the property at The Ritz-Carlton. The tour will offer a history of turtles in the area and related conservation efforts, as well as other information on local flora and fauna. This event will take place on the beach near the dunes in order to gain close access to a gopher tortoise nest without disturbing the dunes! This event is limited to the first 35 registrants; please be sure to bring your own water bottle and wear proper footwear for walking along the beach. |
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*Registration for the Guest Program is full. Please email Gail Queen to be added to the waitlist. Email Gail Queen with any changes in plans by May 24.
Golf Tournament
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Golf Tournament at The Golf Club of Amelia Island
Monday, June 3 | 1:00 p.m. Shotgun Start Thank You to the Following Sponsors: Vericast – Tournament Sponsor Banc Card of America – Boxed Lunches Sponsor Community Bankers’ Bank – Golf Bag Tags ChaseCompGroup, Banc Card of America, and Profit Resources Inc. – Golf Hole Sponsors |
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About the Tournament:
The tournament is Captain’s Choice (Scramble) and will include:
You can register* for the tournament here. Please complete the form for each player you would like to register for the tournament.
*Please note, if you have signed up for the tournament and your plans change, you must cancel before May 17 or the full tournament fee will still be charged to your room. If you register after May 17 and would like to later cancel, your room account will still be charged the full tournament fee. Please contact Joanna Weinreich with your changes in plans.
About the Course:
The Golf Club of Amelia Island features an 18-hole championship golf course designed by PGA Tour veteran Mark McCumber and golf legend Gene Littler. The course offers challenging yet fun play with strategically placed bunkers and shifting ocean breezes and is lush and meticulously maintained. The Golf Club of Amelia Island is adjacent to The Ritz-Carlton and within walking distance of the resort.
Club Rental & Shipping Information:
A limited number of golf clubs are available for rent through the hotel at a rate of $74 plus tax (golf balls not included), which will be charged to your hotel room account. You will need to specify if the clubs should be left or right-handed and men’s or women’s. You can reserve your rentals when you register for the Tournament here. The deadline to reserve or cancel club rentals is May 17.
Shipping your clubs to Florida? Use this address:
The Ritz-Carlton, Amelia Island
Attn: MBA/VBA Joint Convention Golf Tournament Storage
4750 Amelia Island Parkway
Amelia Island, Florida 32034
The Golf Club can also assist with shipping clubs home for you. If you ship via Ship Sticks, you will need to provide The Golf Club with the pre-paid and pre-printed return label.
The tournament is Captain’s Choice (Scramble) and will include:
- Longest Drive contests
- Closest to the Pin contests
- Cash prizes for winners
- Boxed lunches
You can register* for the tournament here. Please complete the form for each player you would like to register for the tournament.
*Please note, if you have signed up for the tournament and your plans change, you must cancel before May 17 or the full tournament fee will still be charged to your room. If you register after May 17 and would like to later cancel, your room account will still be charged the full tournament fee. Please contact Joanna Weinreich with your changes in plans.
About the Course:
The Golf Club of Amelia Island features an 18-hole championship golf course designed by PGA Tour veteran Mark McCumber and golf legend Gene Littler. The course offers challenging yet fun play with strategically placed bunkers and shifting ocean breezes and is lush and meticulously maintained. The Golf Club of Amelia Island is adjacent to The Ritz-Carlton and within walking distance of the resort.
Club Rental & Shipping Information:
A limited number of golf clubs are available for rent through the hotel at a rate of $74 plus tax (golf balls not included), which will be charged to your hotel room account. You will need to specify if the clubs should be left or right-handed and men’s or women’s. You can reserve your rentals when you register for the Tournament here. The deadline to reserve or cancel club rentals is May 17.
Shipping your clubs to Florida? Use this address:
The Ritz-Carlton, Amelia Island
Attn: MBA/VBA Joint Convention Golf Tournament Storage
4750 Amelia Island Parkway
Amelia Island, Florida 32034
The Golf Club can also assist with shipping clubs home for you. If you ship via Ship Sticks, you will need to provide The Golf Club with the pre-paid and pre-printed return label.
Dessert Reception - Cordials & S'mores
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Dessert Reception – Cordials & S’mores
Monday, June 3 | 9:00 - 10:30 p.m. Ocean Front Lawn Sponsored by VBA Benefits Corporation, Voya, SageView, and Marsh McLennan Agency Join other Convention attendees after dinner on Monday evening to enjoy networking, cordials and s’mores around the fire. No registration is required – this event is open to all Convention attendees and guests. |
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fun in the sun social
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Fun in the Sun Social
Tuesday, June 4 | 2:00 - 4:00 p.m. Sponsored by R&T Deposit Solutions Join us to socialize with your friends and colleagues. Enjoy an open bar and casual lawn games like cornhole, giant Jenga, and Connect Four. Stop by after lunch or come by before your swim – feel free to come dressed as you are! No registration is required – this event is open to all Convention attendees and guests. |
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Closing reception & Dinner
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Closing Reception & Dinner
Tuesday, June 4 | 6:30 - 10:15 p.m. Ocean Front Lawn and Salon 1, 2 and 3 Sponsored by Bankers Insurance & Federal Home Loan Bank of Atlanta All Convention attendees are invited to join us on Tuesday evening for our closing reception and dinner to wrap up what is sure to be a great event. We are pleased to announce that musical entertainment during Tuesday night’s dinner will be provided by Band of Oz! |
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Registration Information
Please note that the registration link will direct you to the VBA website. You will be required to create an account to register. If you wish to register without creating an account, please see more information below.
MBA and/or VBA Member Registration Through June 2, 2024
MBA and/or VBA Member $1,195
Spouse/Guest (any guests 21 and older) $550
Youth Registration (any guests under 21) Complimentary
MBA and/or VBA Non-Member Registration Through June 2, 2024
MBA and/or VBA Member $1,750
Spouse/Guest (any guests 21 and older) $850
Youth Registration (any guests under 21) Complimentary
Cancellation Policy
Cancellations before May 30 at noon will be charged a $150 administrative fee. After May 30 at noon, cancellations for main registrants will be charged a $750 administrative fee, however substitutions are always allowed. After May 30 at noon, there will be no refund for spouse/guest registrations.
Event Policies
By registering for this event, you agree to the Event Policies.
Alternate Registration Procedure
If you wish to register without creating an account through the VBA website, please register here .
Special Needs & Americans with Disabilities Notice
If you have special needs that may affect your participation in this event, please contact Ann DeVilbiss to discuss accommodations.
MBA and/or VBA Member $1,195
Spouse/Guest (any guests 21 and older) $550
Youth Registration (any guests under 21) Complimentary
MBA and/or VBA Non-Member Registration Through June 2, 2024
MBA and/or VBA Member $1,750
Spouse/Guest (any guests 21 and older) $850
Youth Registration (any guests under 21) Complimentary
Cancellation Policy
Cancellations before May 30 at noon will be charged a $150 administrative fee. After May 30 at noon, cancellations for main registrants will be charged a $750 administrative fee, however substitutions are always allowed. After May 30 at noon, there will be no refund for spouse/guest registrations.
Event Policies
By registering for this event, you agree to the Event Policies.
Alternate Registration Procedure
If you wish to register without creating an account through the VBA website, please register here .
Special Needs & Americans with Disabilities Notice
If you have special needs that may affect your participation in this event, please contact Ann DeVilbiss to discuss accommodations.
Hotel Information
The 2024 Convention is taking place at The Ritz-Carlton, Amelia Island. Learn more about the hotel here.
The Ritz-Carlton, Amelia Island
The cutoff date for the MBA/VBA room block rates has passed. Please contact the hotel directly at (904) 277-1100 to check availability and for current rate information.
Hotel Cancellation Policy
Reservations canceled within seven days of arrival will be charged both the first and last night’s room and tax. Guests who neither arrive nor cancel reservations will be charged room and tax for the duration of the confirmed stay. Guests departing before their confirmed departure will be charged room and tax for all remaining nights of the reservation.
Planning Your Trip
Jacksonville International Airport is a 35-minute trip to the resort. Ubers are available from the airport to the hotel, but please note that Ubers are not readily available on Amelia Island. We recommend arranging transportation from the hotel to the airport in advance. You can view a transportation provider list here.
About The Ritz-Carlton, Amelia Island
The Ritz-Carlton, Amelia Island
4750 Amelia Island Parkway
Amelia Island, Florida 32034
A barrier island sanctuary of nature nestled along 13 miles of immaculate shorelines in North Florida, The Ritz-Carlton Amelia Island stands as an exquisite testament to refined luxury. This Amelia Island resort beckons with an allure of southern charm, where vistas seamlessly embody the sublime essence of this beachfront resort on Amelia Island.
- Learn more about the dining options here.
- Learn more about the spa services here - Convention attendees receive 10% off spa services!
- Learn more about the destination and activities here.
About The Golf Club of Amelia Island
The Golf Club of Amelia Island is adjacent to The Ritz-Carlton and within walking distance of the resort. Looking to book a tee time during your time in Amelia Island? Please contact The Golf Club of Amelia Island directly at 904-277-0012. Please note that tee times can only be booked one month in advance.
For Convention attendees interested in playing in the Golf Tournament, please see below for more information.
If you have questions, please contact Ann DeVilbiss, MBA's Head of Events & Membership Experience, at 443-837-1606 for additional information.
