Industry Experts to Speak at 150th Assembly for Bank Directors in Kauai – September 12-15, 2019

September 2019

Dallas, Texas—September 2019— the SW Graduate School of Banking (SWGSB) Foundation will convene its 150th Assembly for Bank Directors at the Grand Hyatt Kauai Resort and Spa in Koloa, Kauai, Hawaii, February 6-9, 2020. Bank directors and their spouses from throughout the United States will participate in a program that includes technology expert Dave Martin, management consultant Bill Chittenden, cybersecurity authority Chris Furlow, bank balance sheet maven Ed Krei, M&A strategist Dory Wiley, credit risk management consultant Merrill Reynolds, and bank attorney Sandy Brown. There will be a fascinating “Conversation with the 21st Chairman of the FDIC, Jelena McWilliams.” Also on the agenda is a panel of industry experts – Jill Castilla, Rogers Pope, Jr., Vic Pierson, and Steve Scurlock – who will discuss current “hot topics” facing financial institutions nationwide.

"Bank director training has become key in community banking success stories," SWGSB Foundation president S. Scott MacDonald, Ph.D., said. “We take special care to make sure our programs reflect boards’ latest concerns and challenges. To that end, it is a great honor to welcome FDIC Chairman Jelena McWilliams to the Assemblies for the very first time. Her inspiring story and unique perspective on our industry are sure to engage and instruct our delegates. All of our faculty are eager to address the many issues facing directors now and to share the solutions they’ve devised for competing effectively. The 150th Assembly for Bank Directors will provide a complete overview of what lies ahead and what key steps must be taken to create a competitive edge in community banking."

The Assembly will cover a number of important topics, including “Good People Win: Technology Will Either Empower Our Teams or Render Them Obsolete” (Martin); “Improving Credit Risk Management: From Doing the Deal to Understanding the Risk” (Reynolds); “What’s Ahead for M&As” (Brown & Wiley); “Balance Sheet Management: Who’ll Man the Helm when the Sea Gets Rough?” (Krei); and “What Community Banks Should Know about Cyber Security and What They Should Do Now” (Furlow). There will also be workshops on “Great Leaders Attract and Retain Great People” (Chittenden) and “A Consultation with a Bank Attorney: Your Questions Answered, Concerns Addressed” (Brown).

150th Assembly for Bank Directors
Grand Hyatt Resort & Spa
Koloa, Kauai, Hawaii
February 6-9, 2020

For Assembly registration and other information, please write, call, or e-mail: SWGSB, SMU Box 214, Dallas, Texas, 75275; (214) 768-2991; The SWGSB website is Registrations can also be made directly online at


Established in 1957 at Southern Methodist University (SMU) in Dallas, the Graduate School of Banking has become one of the top banking educational institutions today. It is a professional school for bank officers, regulators, and others holding management positions in the financial services industry. SWGSB – celebrating 62 years in professional leadership development – meets two weeks annually over three years, bringing into focus and augmenting these managers’ on-the-job experience. Emphasis is placed on financial management, leadership development, and strategic planning. The graduate school’s sponsoring partners include the Arkansas, New Mexico, Oklahoma and Texas bankers associations, the Independent Bankers Association of Texas, and Southern Methodist University.

At the forefront of disseminating information about the latest bank management strategies, the SWGSB educational experience also includes an interactive website ( and leading technology initiatives, such as its proprietary BankCEO and Loan Simulation computer programs. The SWGSB Foundation conducts the prestigious Assemblies for Bank Directors, a series of annual seminars and workshops held throughout the United States, Canada and off shore for bank board members and senior officers. With the Independent Bankers Association of Texas, it conducts the Bank Operations Institute and the Certified Community Bank Director's Program. It partners with the American Bankers Association (ABA) to conduct the ABA's Foundational Commercial Lending School and the Advanced Commercial Lending School. SWGSB and SWGSB Foundation are headquartered at Southern Methodist University’s Cox School of Business, one of the top business schools in the world.

Those interested in attending SMU's Graduate School of Banking—or in learning more about the school and other SWGSB Foundation programs—may write, call, or e-mail: SWGSB, SMU Box 214, Dallas, Texas, 75275; (214) 768-2991; The SWGSB website is Follow us on Facebook and Twitter.

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