Conference Insights 2022: A Report from the Road

I had the opportunity to network and learn with colleagues at the Texas Bankers Association and the Fiduciary Investment Risk Management Association conferences. While the roles and responsibilities of those I met varied, the overriding sentiments were the same. As financial professionals, we have the privilege, and therefore the responsibility, to ask hard questions, explore the emerging trends, and prepare to be the best resource possible for our clients.

Technology advancements have brought our industry extraordinary abilities to meet the changing expectations of clients and communities. But, on the flip side, they have normalized the existence of cyber threats and cryptocurrency . Adding to these concerns is the aging of our workforce and the challenge of hiring, retaining, and developing new employees capable of mitigating today's financial landscape and foresight into tomorrow's.

Natalie Kerns Client Advisor

Everyone doesn’t need to become an expert in the ever-changing world of financial technology but you should make sure you're conversationally competent.

Over the last few months, I've had the opportunity to reconnect in person with longtime friends and colleagues at events in Miami, Charlotte, Orlando, Athens,

Focusing on performance coaching for managers and ensuring employees have a career path is critical to reducing turnover. Cryptocurrency and blockchain were other topics front and center. There's no question in my mind that financial technology will change how we exchange currency and pay for goods and services moving forward. Everyone doesn't need to become an expert in the ever-changing world of financial technology, but you should make sure you're conversationally competent.

Nashville, and Tampa. While technology made

communication easy during the pandemic, nothing compares to seeing the smile on someone's face and the opportunity to shake someone's hand. One area that has come up time and again in my travels is talent acquisition and employee retention . It's been well documented that employees don't leave companies; they leave management.

Perry Hooker Director Enterprise Sales & Relationship Management

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