Experts to Speak at 156th Assembly for Bank Directors in Victoria, British Columbia, in August

April 2023


The SW Graduate School of Banking Foundation invites senior banking professionals to annual program

Dallas, TX (SMU) March 30, 2023 – The SW Graduate School of Banking Foundation (SWGSB) at the Cox School of Business, Southern Methodist University (SMU Cox) is holding the nation's preeminent educational opportunity for bank directors and their spouses, August 24-27 in Victoria, British Columbia. Some of the nation's leading banking experts will present and facilitate sessions, with an eye toward new regulatory expectations and D&O insurance provisions.

For 55 years, the Assemblies for Bank Directors has led the nation in bank director education. The Assemblies have kept bank boards abreast of industry developments and added to senior management's efforts to strategically manage their institutions. Regulatory authorities require a broad range of banking knowledge, and the Assemblies' sessions complement senior bankers' robust understanding of their changing industry.

Assemblies participants can pursue the Certified Director's Designation when also attending the Certified Community Bank Director's Program at SMU (CCBD). The program presents a comprehensive curriculum addressing all areas of bank directorship – from duties and responsibilities to the foundations of bank finance.

Speakers at August's 156th Assembly include Allan Schott, a former high-ranking attorney for the Office of the Comptroller of the Currency, Treasury Department and Federal Reserve, who will speak on preventing money laundering and terrorist financing: Julie L. Stackhouse, senior vice president of the Federal Reserve Bank of St. Louis, who will be the keynote speaker on Friday, August 25; and Edmond J. Seifried, Ph.D., who has educated generations of community bankers. He will offer his perspective on the economy from his time as a community bank director.

Other experts leading sessions through the weekend include Matt Earl, principal and managing partner, Reynolds Williams Group; Nancy E. Sheppard, founder and CEO, Women2Boards; Jamie Sumner, partner, Velligan-Blaxall Consultants, LLC; and Robert Wright, executive vice president, director of risk management and corporate secretary. Citizens Bank & Trust.

Staff and faculty from the SW Graduate School of Banking Foundation and SMU Cox will lend their expertise throughout the event. Speakers include William T. Chittenden, chief academic officer, SWGSB: Shane Goodwin, Ph.D., associate dean and professor of practice, SMU Cox: Merrill Reynolds, founding partner, Reynolds Williams Group and Certified Community Bank Director’s Program managing director; and Jeffrey R. Schmid, president and CEO at SWGSB.

"Recent industry failures and regulatory actions are prompting community bank directors nationwide to elevate their board education efforts," said Jeffrey R. Schmid, president and CEO of the SWGSB Foundation. "Our participants are grateful to have kept abreast of these issues and know that to do otherwise is perilous and short-sighted. We look forward to providing the latest strategies and approaches on governance, strategic planning and best practices - all based on current challenges and expectations."

The event will take place at Victoria's historic Fairmont Empress Hotel. Known as Castle on the Coast, the venerable property has undergone $60 million in renovations and offers an English experience in Canada's most English town, complete with afternoon tea. The four-star, four-diamond hotel offers exceptional service and unbeatable views of the coast.

Book by July 24 for guaranteed group rates and room availability.

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

About the Certified Community Bank Director's Program at SMU

Addressing all areas of bank directors flip - from duties and responsibilities to the essentials of bank finance - the Certified Community Bank Director's (CCBD) Program at SMU ( is administered by the SW Graduate School of Banking (SWGSB) Foundation. This industry-recognized credentialing and designation is designed to educate, inform and Inspire community bank directors to be strategic thinkers and servant leaders. The next Level 1 program will be held at SMU May 31-June 2, 2023. For more information, including certification requirements, or to register for the next event, contact staff at (214) 768-2991 or

About the Southwestern Graduate School of Banking Foundation at the Cox School of Business

Established in 1957 at SMU in Dallas, the Southwestern Graduate School of Banking ( is a top banking educational institution and partner of SMU’s renowned Cox School of Business. The professional school serves bank officers, community bank directors, regulators and other leaders in the financial services industry. SWGSB’s rigorous Executive Education emphasizes financial management, leadership development and strategic planning. Annually, the SWGSB Foundation conducts the prestigious Assemblies for Bank Directors, a series of seminars and workshops held throughout the United States, Canada and off-shore for bank board members and senior officers. The Foundation recently re-launched its national Certified Community Bank Directors’ Program. SWGSB is currently accepting applications for its summer 2023 programs. For more information, contact (214) 768-2991 or

About SMU Cox

The Cox School of Business (, which celebrated 100 years of business education at SMU in 2020, is committed to influencing the way the world conducts business via prolific research that provokes innovation, change and global thought leadership. SMU Cox School of Business offers a full range of business education programs including BBA, Full-Time MBA, Professional MBA (part-time), Executive MBA, Online MBA, Direct MBA and Master of Science degree programs, as well as Executive Education. Consistently ranked among the world’s leading business schools, SMU Cox maintains an active, worldwide alumni network. The Cox School is accredited by the Association to Advance Collegiate Schools of Business (AACSB).