Speakers | LEAD FWD Summit

 

Cameron Arnold, FIS

Cameron Arnold

Senior Director of Fraud Product Development, FIS

Cameron has spent the last 13 years at FIS serving in several leadership roles within the dispute operations team. He recently transitioned to a role in FIS' new product development team where his focus is developing new fraud solutions specifically targeting transactional monitoring, recovery, and application fraud. Cameron holds a bachelor’s degree in finance from the University of Central Arkansas.

Sessions

The State of Fraud

 

Sarah Bacehowski, President, Mills Marketing

Sarah Bacehowski

President, Mills Marketing

With 16+ years of experience in financial marketing, Sarah helps community banks across the country strategize, organize and implement extraordinary programs. With an eye always on the goal, her results-oriented focus helps banks’ increase bottom line success.

Mills Marketing is the go-to agency for financial institutions across the country who are looking to re-brand, grow market share, and strategize for better ROI.

Sessions

Leadership-in-a-Box: My Way or the Highway (Won’t Work Anymore)

 

Derek Baker, Account Manager, Mills Marketing

Derek Baker

Account Manager, Mills Marketing

With years of banking experience and a passion for strategic marketing, Derek, is responsible for account management at Mills Marketing. His experience, sense of humor, and love of a fast-paced work environment make him a great match for the financial services industry.

Sessions

Leadership-in-a-Box: My Way or the Highway (Won’t Work Anymore)

 

Cliston V. “Doc” Bodine, III.  Managing Director, Gerrish Smith Tuck

Cliston V. “Doc” Bodine, III.

Managing Director, Gerrish Smith Tuck, PC, Attorneys and Gerrish Smith Tuck Consultants, LLC.

Doc's legal and consulting practice places special emphasis on compliance matters, bank regulatory matters, strategic planning, examination issues and appeals, enforcement actions (formal and informal), civil money penalties (“CMPs”), expense practices, incentive compensation issues, regulatory applications, removal and prohibition matters, bank insurance issues, fraud and other internal investigations, corporate reorganizations, holding company formation and use, mergers and acquisitions, branch sale or purchase, corporate governing documents and practices, golden parachute payment and indemnification issues, and general banking and corporate law.

Sessions

Clean Up on Aisle 2! Preparing Your Bank for (Potentially) Tougher Times Ahead

 

C. Phillip Buffington, Jr., Adams & Reese

C. Phillip Buffington, Jr.

Partner and Financial Services Team Leader, Adams & Reese

Phillip advises financial institutions throughout the United States on federal and state banking laws and regulations. For more than 30 years, he has served as a trusted adviser to community, regional, and national financial institutions, helping them to assess and analyze regulatory and litigation risks. Phil advises on a full range of issues, including corporate governance, mergers and acquisitions, expansion and divestitures, de novo formations and charter conversions, bank holding company formations and expansion, notices of change in control and change in director or senior officer, strategic planning, capital planning, securities offerings, responses to examinations and enforcement actions and commercial lending transactions, including syndicated lending, asset-based lending and SBA loans.

Sessions

Session: Top 10 Things You Should Know to Manage Privacy and Data Security Risks

 

Kris Carrera, FIS

Kris Carrera

Business Line Executive, Credit Payments at FIS

With over 25 years of international payments experience, Kris was responsible for the launch of the first successful cobranded card program. A leader in risk-based pricing and target marketing using predictive data analytics, she specializes in merchant services, credit cards and home equity. Kris has received Best Travel Card, Best Cobranded Card and Best Private-Label Program awards.

Sessions

A Panel Discussion: The Future of Payments is Here!

 

Paul Drobot, Vice President of Sales, SimpleNexus

Paul Drobot

Vice President of Sales, SimpleNexus

With more than 11 years of experience helping lenders select, deploy, and adopt mortgage origination technology, Paul understands what it takes for a lender to successfully introduce new technology into their organization. At SimpleNexus, Paul is a sales leader leveraged across the company with a primary focus of new business development, coaching and mentoring the sales team, assisting with complex opportunities, and supporting all revenue generating activities. Paul has helped SimpleNexus grow to 20,000+ users.

Sessions

Mortgages Go Mobile: Drive Efficiency and Boost Production

 

Heather Archer Eastep, Partner, Hunton Andrews Kurth

Heather Archer Eastep

Partner, Hunton Andrews Kurth

Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate restructuring. She also advises financial institutions and financial service providers on emerging regulatory and compliance issues, mostly recently related to high-risk customers and Fintech opportunities.

Sessions

Community Bank Fintech Partnerships: Due Diligence Requirements & More

 

Neil Falken, CPA, CliftonLarsonAllen LLP

Neil Falken

Principal, CLA (CliftonLarsonAllen LLP)

Neil is a principal with CLA and is a national leader of our banking practice. He joined the firm in September 1992. Neil has more than 35 years of experience in the banking industry, which includes nine years of experience in the private sector. His private industry experiences range from commercial lending to chief financial officer, thus, his strengths are in both the operations and lending areas of banking.

Neil has been performing as a principal on some of the firm’s largest bank audit and consulting engagements. Neil also assists clients with other projects which include merger and acquisition transactions and capital planning. Neil spends 100 percent of his time serving financial institutions.

Sessions

Risk Management Session: Strategies For Success

 

Zane A. Gilmer, Partner, Stinson, LLP

Zane A. Gilmer

Partner, Stinson, LLP

With a background in securities, banking, and compliance, Zane is an experienced litigator representing financial services firms and others in highly-regulated industries. Clients seek his advice on emerging legal issues to learn how existing frameworks will apply to new industries, such as legalized cannabis. Zane’s wealth of experience and his keen interest in developing areas of law make him a highly sought-after commentator, writer, speaker, and lecturer.

Sessions

Education Session: How High is the Risk? Banking the Legal Cannabis Industry

 

Tina Giorgio, President & CEO, ICBA Bancard

Tina Giorgio

President & CEO, ICBA Bancard

Tina Giorgio is president and CEO of ICBA Bancard®, the largest national credit card program exclusively for the nation’s community banks. Tina joined ICBA in 2016 and focuses on developing strategies to leverage the brand among current and new customers. A former community banker with 30 years of experience, she served in senior leadership roles for nearly two decades at Sandy Spring Bank in Maryland, most recently as senior vice president of deposit operations and digital delivery. Her expertise also includes payment systems, digital banking, risk and fraud, vendor management, marketing, and client service. In addition, Tina has served on several boards and committees with the Federal Reserve, NACHA, and other industry organizations.

Sessions

A Panel Discussion: The Future of Payments is Here!

 

Jilenne Gunther, Senior Strategic Policy Advisor, AARP

Jilenne Gunther

National Director of BankSafe, AARP

As the national director of AARP’s BankSafe Initiative, Jilenne is following in the footsteps of a three-generation banking family. She is leveraging her expertise to focus on the intersection between financial exploitation, dementia, caregiving, and the accessibility of the banking environment for older adults. Core to that effort is her work leading the development of a game-changing financial exploitation prevention training program that is empowering the frontlines of financial institutions nationwide to curb exploitation.

Jilenne has authored two books on consumer rights and elder law, and has written a pioneering analysis on the economic cost of financial exploitation. She holds a Masters in Social Work from Washington University in St. Louis, and a Juris Doctor from the University of Utah.

Sessions

BankSafe: AARP, Community Bankers, and a New Era in the Financial Exploitation Fight

 

Photo of James Heystek

James Heystek

Sales Executive, FIS

James Heystek is a 20-year veteran of the payments industry and a subject-matter expert on industry fraud trends, tools, and techniques. James is a sales executive for FIS. 

Sessions

The State of Fraud

Diana Kander, NY Times Bestselling Author, Keynote Speaker

Diana Kander

NY Times Bestselling Author, Keynote Speaker & Innovation Consultant

Diana Kander is the New York Times Bestselling Author of All In Startup. A serial entrepreneur, innovation consultant, and keynote speaker for Fortune 1000 companies, Kander asks big questions and has spent her career challenging assumptions.

While working with clients, Kander's personal curiosity about process and culture within companies inspired her to develop the approach outlined in her second book, The Curiosity Muscle. The Curiosity Muscle demonstrates how loss of curiosity hurts companies and how it can be repaired using Diana's prescription for reconnecting with customers.

Sessions

Closing Keynote: Why Curiosity is the Ultimate Competitive Advantage

Put Your Leadership to Work: A Workshop with Keynote Expert – How to Use the Power of Curiosity to Solve Problems and Achieve Your Goals

 

David F. Katz, Adams & Reese

David F. Katz

Partner, Adams & Reese

With in-depth knowledge of the many privacy laws affecting multiple sectors of the economy, including retail and franchise operations, financial services, higher education and emerging technologies, C-suite executives, chief information security officers and general counsel rely on David to help them navigate the challenges of protecting companies’ data assets in the digital landscape.

Sessions

Session: Top 10 Things You Should Know to Manage Privacy and Data Security Risks

 

Chris Kelley, Paul W Barret Jr School of Banking

Chris Kelley

Executive Director and President, Paul W. Barret, Jr. School of Banking

For more than 16 years, Chris Kelley has served as the executive director and president of the Paul W. Barret, Jr. School of Banking. Chris' previous banking experience includes more than eight years at National Bank of Commerce in Memphis, where he started out in the bank's management training program in branch administration and moved through the ranks to the role of Regional Sales Manager for the Memphis metro market. A popular speaker who is frequently invited to present at community bank conferences and events, Chris is actively engaged in his community and serves on numerous boards of directors in leadership roles. He is a graduate of the Barret Graduate School of Banking and received his MBA from Christian Brothers University.

Sessions

A Panel Discussion: The Future of Payments is Here!

 

Preston Kennedy, President & CEO, Zachary Bancshares Inc.

Preston L. Kennedy

ICBA Chairman
President & CEO, Zachary Bancshares Inc.

Preston has served in many leadership roles at ICBA. He is a member of the ICBA Executive Committee, board of directors, and is past chairman of the Federal Delegate Board. He also serves as Executive Committee liaison to the Agriculture and Rural America Subcommittee and the Minority Bank Council. He is a member of ICBA’s Policy Development and Nominating committees and previously served on the Cyber and Data Security Committee. Kennedy previously served as treasurer on ICBA’s Executive Committee in 2014-15 and was an ICBA at-large director in 2011-12. He also served as ICBA’s state delegate for Louisiana.

Sessions

Panel Discussion: A Succession Story

 

Steve Kinner, Promontory Interfinancial Network

Steve Kinner

Senior Managing Director, Promontory Interfinancial Network

Responsible for directing Promontory's sales efforts, Steve has more than 27 years of banking industry experience. He previously served as senior vice president of sales and marketing for the Federal Home Loan Bank of Des Moines and prior to that was the president of the financial services division at Oswald Financial, LLC. Steve earned an MBA from Baldwin Wallace College and a BS from the University of Wyoming. He joined Promontory Interfinancial Network in 2002.

Sessions

Funding Strategies for a Changing Deposit Marketplace

 

Adam Maier, Partner, Stinson, LLP

Adam Maier

Partner, Stinson, LLP

Adam Maier focuses his practice on the business interests and growth strategies of financial institutions and their owners. He advises financial institutions in a broad range of strategic transactions, including buying and selling banks and branches, de novo charters, forming holding companies, raising capital and reorganizations. Adam’s experience includes representing the successful purchaser in the only Bankruptcy Code § 363 bank acquisition in Minnesota history. He also represents financial institutions before state and federal regulatory authorities, helping his clients through regulatory examination and enforcement matters and in obtaining regulatory approvals for products, services and corporate governance, and corporate structure changes.

Sessions

Education Session: How High is the Risk? Banking the Legal Cannabis Industry

 

Mark Marionneaux,  Bank of Zachary

Mark Marionneaux

President & CEO, Bank of Zachary

Mark Marionneaux is president and CEO of the Bank of Zachary, previously serving as senior vice president and chief lending officer. He has 17 years of banking experience in areas including commercial, mortgage and agricultural lending. Bank of Zachary, at 115 years old, is the oldest chartered bank in East Baton Rouge Parish. As a community banker, service is important to Mark. He is active in the volunteer community having served in key leadership positions on numerous non-profit boards. In 2014 he was recognized as one of The Greater Baton Rouge Business Report’s 40 under 40 and in 2016 was chosen as Zachary Chamber of Commerce’s Business Person of the Year.

Sessions

Panel Discussion: A Succession Story

 

Kris Mattoon, Sr Account Manager Mills Marketing

Kris Mattoon

Senior Account Manager, Mills Marketing

Previously an assistant marketing director, Kris came to Mills and hit the ground running. Bringing with him years of marketing experience and an outstanding work ethic, he is willing and able to take on almost any project. His positive outlook, endless amounts of energy, and excellent organizational skills keep Mills Marketing’s clients happy day in and day out.

Sessions

Leadership-in-a-Box: My Way or the Highway (Won’t Work Anymore)

 

Chuck McBrayer, Promontory Interfinancial Network

Chuck McBrayer

Regional Director, Promontory Interfinancial Network

Chuck is an industry veteran with more than 21 years of experience in banking and finance, with particular insight in funding and liquidity management for financial institutions. He has held the position of regional director for Promontory Interfinancial Network for eleven years covering banks in Texas and Oklahoma. Prior experience includes six years at the Federal Home Loan Bank of Dallas as a senior sales officer where he consulted with banks’ and credit unions’ senior management on liquidity and asset/liability management strategies across the District's five state region. He received his BBA and MBA degrees in finance from the University of North Texas.

Sessions

Funding Strategies for a Changing Deposit Marketplace

 

Damon Moorer, President & CEO, TCM Bank, N.A.

Damon Moorer

President & CEO, TCM Bank, N.A.

Damon Moorer is president and CEO of TCM Bank, N.A., ICBA Bancard’s credit card bank, which provides payment services exclusively for community banks, including a fully branded consumer and business credit card program equipped with chip and mobile technologies. As president and CEO, Moorer provides leadership, direction and guidance to advance the bank’s profitability, growth and performance. In 2016, he was also named a director of the bank.

Sessions

A Panel Discussion: The Future of Payments is Here!

 

Roger Seip, Co-founder, Freedom Personal Development

Roger Seip

Co-founder, Freedom Personal Development

Roger Seip is the co-founder of Freedom Personal Development, one of the world's premier training and personal development firms. Roger has delivered training, coaching, and keynote programs for more than 2,000 organizations, ranging from small mom-and-pops to Fortune 500's. Through these experiences, he has learned what gets results (and what doesn't) with people from all walks of life.

Sessions

Welcome & Opening Keynote: Train Your Brain For Success

Leadership Session: Discovering Your Memory Power

 

Todd Terrazas, Institutional Investment Sales Manager, PMA Funding

Todd Terrazas

Institutional Investment Sales Manager, PMA Funding

Todd joined PMA Funding in 2014 as a financial analyst for PMA’s credit team, and currently serves as institutional investment sales manager. He is responsible for developing bank partner relationships and managing funding product solutions and association affiliations. Todd also engages in strategic planning and identifying market trends through extensive market research. Prior to joining the firm, Todd was a market research analyst at Common Goal Systems, Inc. He earned his Bachelor of Arts in Finance from Calvin College.

Sessions

Working with Political Subdivisions Workshop: Banking and Funding

 

Greyson E. Tuck, Attorney, Gerrish Smith Tuck

Greyson E. Tuck

Attorney, Gerrish Smith Tuck

Greyson is a member of the board of directors of both the Memphis-based law firm of Gerrish Smith Tuck, PC, Attorneys and Gerrish McCreary Smith, Consultants, LLC. These two firms have assisted numerous community banks in virtually every state across the nation. Greyson’s legal and consulting practice places special emphasis on community bank holding company formation and use, community bank mergers and acquisitions, regulatory matters, corporate reorganizations, corporate taxation, general corporate law and community bank strategic planning. Greyson comes from a community banking family.

Sessions

LEAD FWD Talk: The Continued Prevalence of Community Banking

 

Chris Wright, Senior Associate, Bank Funding Advisor, PMA Funding

Chris Wright

Senior Associate, Bank Funding Advisor, PMA Funding

Chris joined PMA Funding in 2015 and currently serves as a senior associate, bank funding advisor. His primary role is to manage existing banking relationships, while also developing new relationships to help create a consistent funding strategy that benefits financial institution’s and PMA’s clients. Chris has spent more than 10 years in the banking and financial services industry and currently holds Series 6 and 63 FINRA licenses with PMA Securities, LLC. He is a graduate of Augustana College where he earned his Bachelor of Arts in Business Administration.

Sessions

Working with Political Subdivisions Workshop: Banking and Funding

 

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