3:00–5:00 PM
NCBA Board Meeting
NCBA EVENT GUIDEASHEVILLE, NC
NOVEMBER 4–6, 2026 · THE OMNI GROVE PARK INN
2026 Management Forum
Your pocket guide to the forum.
OFFICIAL WEB APP SPONSORThank you, ICBA Securities Powered By Baker Group!Helping keep the forum at your fingertips.
THE PROGRAM
Agenda
All times are Eastern. Tap a date to expand or collapse its sessions.
WED04Wednesday, November 43 items
3:00–5:00 PM
Registration
5:30–6:30 PM
Welcome Reception
THU05Thursday, November 512 items
8:00–9:00 AM
Breakfast
9:00–9:15 AM
Welcome Remarks
9:15–10:00 AM
Winning Combination: Strategy, Culture, and Process Improvement
Brett Rawls · Profit Resources, Inc.
A look at integrating process improvement into bank strategy and culture to support efficiency, engagement, and client experience.
10:00–10:45 AM
Regulatory Roundup: What’s Changing in Supervision
Lisa A. White · Federal Reserve Bank of Richmond; Heather Cozart · Baker Tilly
A fireside discussion of current bank supervision and regulatory hot topics.
10:45–11:00 AM
Networking Break
11:00–11:45 AM
AI in Banking: Moving from Possibility to Responsible Performance
Scott Richardson · First Citizens Bank
11:45 AM–12:25 PM
A New Era in NC’s Population Change: What Bank Leaders Need to Know
Dr. Michael Cline · NC Office of State Budget and Management
How changing demographics will reshape North Carolina markets, customer behavior, and long-term growth.
12:25–1:25 PM
Lunch
1:30–2:15 PM
The Age of Exploitation: Tracking Scams from Teens to Seniors
Special Agent Robin Todd · NC State Bureau of Investigation
2:15–3:15 PM
Economic Update
Dr. Harry Davis, PhD
3:00–3:30 PM
Networking Break
3:30–4:30 PM
CEO & Executive Peer Group
FRI06Friday, November 69 items
7:30–8:30 AM
Breakfast
8:30–8:40 AM
Rapid Fires
9:00–9:45 AM
NC’s Progress Report: Economic Development Activity & Expansion
Peter Gwaltney · NCBA; Christopher Chung · EDPNC
Fireside chat.
9:45–10:00 AM
Networking Break
10:00–10:40 AM
The Changing Credit Environment—and How to Manage It!
David Ruffin · OptimaFi
10:40–11:20 AM
Election Wrap-Up
Peter Gwaltney · NCBA; Jonathan Felts · The Indie Group NC
A look at the latest voting results and their implications for banking.
11:20 AM–12:05 PM
Legislative Updates
Tanner Black · American Bankers Association
Federal legislative developments and priorities affecting banks.
12:05–1:00 PM
Lunch
1:00 PM
Conclude
Schedule subject to change. For the most current details, check with NCBA event staff.
MEET THE VOICES
Speakers
Leaders and experts joining this year's conversations.
Dr. Michael Cline
State Demographer
NC Office of State Budget and Management
Tanner Black
Vice President, Congressional Relations
American Bankers Association
Special Agent Robin Todd
Financial Crimes Unit
NC State Bureau of Investigation
Brett Rawls
Head of Client Engagement
Profit Resources Incorporated
Christopher Chung
Chief Executive Officer
Economic Development Partnership of North Carolina
Heather Cozart
Raleigh Market Leader
Baker Tilly
Scott Richardson
Chief Data & AI Officer
First Citizens Bank
Lisa A. White
EVP, Supervision, Regulation & Credit
Federal Reserve Bank of Richmond
David Ruffin
President, Credit Risk Solutions
OptimaFi
Jonathan Felts
Principal
The Indie Group NC
AT THE GROVE PARK INN
Hotel & Dining
Just what you need on site: parking and dinner options.
DINNER RESERVATIONS
Dining at the Grove Park Inn
Explore menus and reservation information directly with the hotel.
WITH APPRECIATION
Our Sponsors
Thank you to the organizations supporting the 2026 NCBA Management Forum.
American Bankers Association
AuFort
Baker Tilly
Baker Tilly
C8 Capital Network
ePayResources
First Stop Health
ICBA Securities powered by The Baker Group
PayrocWeb App Sponsor
Profit Resources, Inc. (PRI)
Wells Fargo
Wolf & Company, P.C.
NCBA EVENT GUIDEASHEVILLE, NC
NOVEMBER 4–6, 2026 · THE OMNI GROVE PARK INN
2026 Management Forum
Your pocket guide to the forum.
OFFICIAL WEB APP SPONSORThank you, ICBA Securities Powered By Baker Group!Helping keep the forum at your fingertips.
THE PROGRAM
Agenda
All times are Eastern. Tap a date to expand or collapse its sessions.
WED04Wednesday, November 43 items
3:00–5:00 PM
Registration
5:30–6:30 PM
Welcome Reception
THU05Thursday, November 512 items
8:00–9:00 AM
Breakfast
9:00–9:15 AM
Welcome Remarks
9:15–10:00 AM
Winning Combination: Strategy, Culture, and Process Improvement
Brett Rawls · Profit Resources, Inc.
A look at integrating process improvement into bank strategy and culture to support efficiency, engagement, and client experience.
10:00–10:45 AM
Regulatory Roundup: What’s Changing in Supervision
Lisa A. White · Federal Reserve Bank of Richmond; Heather Cozart · Baker Tilly
A fireside discussion of current bank supervision and regulatory hot topics.
10:45–11:00 AM
Networking Break
11:00–11:45 AM
AI in Banking: Moving from Possibility to Responsible Performance
Scott Richardson · First Citizens Bank
11:45 AM–12:25 PM
A New Era in NC’s Population Change: What Bank Leaders Need to Know
Dr. Michael Cline · NC Office of State Budget and Management
How changing demographics will reshape North Carolina markets, customer behavior, and long-term growth.
12:25–1:25 PM
Lunch
1:30–2:15 PM
The Age of Exploitation: Tracking Scams from Teens to Seniors
Special Agent Robin Todd · NC State Bureau of Investigation
2:15–3:15 PM
Economic Update
Dr. Harry Davis, PhD
3:00–3:30 PM
Networking Break
3:30–4:30 PM
CEO & Executive Peer Group
FRI06Friday, November 69 items
7:30–8:30 AM
Breakfast
8:30–8:40 AM
Rapid Fires
9:00–9:45 AM
NC’s Progress Report: Economic Development Activity & Expansion
Peter Gwaltney · NCBA; Christopher Chung · EDPNC
Fireside chat.
9:45–10:00 AM
Networking Break
10:00–10:40 AM
The Changing Credit Environment—and How to Manage It!
David Ruffin · OptimaFi
10:40–11:20 AM
Election Wrap-Up
Peter Gwaltney · NCBA; Jonathan Felts · The Indie Group NC
A look at the latest voting results and their implications for banking.
11:20 AM–12:05 PM
Legislative Updates
Tanner Black · American Bankers Association
Federal legislative developments and priorities affecting banks.
12:05–1:00 PM
Lunch
1:00 PM
Conclude
Schedule subject to change. For the most current details, check with NCBA event staff.
MEET THE VOICES
Speakers
Leaders and experts joining this year's conversations.
Dr. Michael Cline
State Demographer
NC Office of State Budget and ManagementTanner Black
Vice President, Congressional Relations
American Bankers AssociationSpecial Agent Robin Todd
Financial Crimes Unit
NC State Bureau of InvestigationBrett Rawls
Head of Client Engagement
Profit Resources IncorporatedChristopher Chung
Chief Executive Officer
Economic Development Partnership of North CarolinaHeather Cozart
Raleigh Market Leader
Baker TillyScott Richardson
Chief Data & AI Officer
First Citizens BankLisa A. White
EVP, Supervision, Regulation & Credit
Federal Reserve Bank of RichmondDavid Ruffin
President, Credit Risk Solutions
OptimaFiJonathan Felts
Principal
The Indie Group NCAT THE GROVE PARK INN
Hotel & Dining
Just what you need on site: parking and dinner options.
DINNER RESERVATIONS
Dining at the Grove Park Inn
Explore menus and reservation information directly with the hotel.
WITH APPRECIATION
Our Sponsors
Thank you to the organizations supporting the 2026 NCBA Management Forum.
Baker Tilly
Baker Tilly