2026 OBL Main Event
Start Date - End Date
October 26, 2026 - October 28, 2026
2:00 PM - 11:30 AM
Registration Deadline
Friday, October 16, 2026
Start Date - End Date
October 26, 2026 - October 28, 2026
2:00 PM - 11:30 AM
Early Bird Discount Deadline
Registration Deadline
Friday, October 16, 2026
Online Registration is Closed!
Call 614-340-7602 to Register!
The OBL announces the return of THE MAIN EVENT, the Ohio Banking Industry’s Premier Professional Development and Networking Event - to be held Monday, October 26 - Wednesday, October 28, 2026.
Join us as the Ohio Bankers League continues to celebrate the industry at the 2026 OBL Main Event!
The Main Event combines the annual business meeting and BankServices Expo with education for eight job functions throughout the bank, including learning tracks for: Compliance & Risk Management; Executive; Finance; HR/Employee Development; Legal; Lending; Marketing; and Operations & Retail.
The program, held at the Greater Columbus Convention Center, will provide a second-to-none experience as OBL Industry Awards will also be presented. Check the BROCHURE for complete Learning Track details!
REGISTRATION
$695 - Full Event per Member*
*Includes all scheduled programming, receptions and events October 26-28.
NEW! Special Banker Offer Only! $495 - Learning Track Day ONLY (Tuesday, October 27)**
**Includes the Learning Track day, breakfast and awards lunch on October 27
For registration assistance, contact Emily Schwegman at eschwegman@ohiobankersleague.com
Online registration closes Friday, October 16. New or updated registrations after October 16 will not be included in the Registration Booklet provided at the event.
Cancellation Policy: Cancellations received in writing by October 14 will be fully refunded, minus a $100 processing fee. No refunds will be available after October 14. Substitutions are welcome at any time.
Location Greater Columbus Convention Center
Registration Fees
| Price Description | Amount |
|---|---|
| OBL Bank Member - FULL EVENT | $695.00 |
| OBL Affiliate Members and Business Partners | $695.00 |
| Non Member Bank Institutions | $1,390.00 |
| Regulators | $695.00 |
| BANKERS ONLY - Oct 27 - Learning Track Day | $495.00 |
Agenda
| Pre-Conference Events |
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| Monday, October 26 - Monday, October 26 | ||
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| 2:30 pm - 4:30 pm | ||
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Executive Roundtables (Bankers Only*) Join in peer conversations with executives from like-sized institutions. Topics based on banker feedback and led by OBL executives. Asset $0 to $250M : Knox Asset $250M to $500M: Champaign Asset $500M to $1B: Marion Asset $1B + : Morrow |
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Lessons in Leadership Hear from Keather Snyder and Jamie Morlock from The Omnia Group on how to use behavioral insight to hire, coach, and maximize productivity. |
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| 5:00 pm - 6:30 pm | ||
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Welcome Reception Join us! The time is now to kick things off with a Welcome Reception at the 2026 OBL Main Event. |
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| Tuesday, October 27 - Tuesday, October 27 | ||
| 8:00 am - 9:00 am | ||
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OBL BankServices Expo & Hot Breakfast Buffet |
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| 9:00 am - 10:15 am | ||
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Welcome & Opening General Session Supersonic Success with Jack Becker, Highly Decorated US Navy Fighter Pilot Thank you to Keynote Sponsors Banc Consulting Partners, PRI, Inc., and PWCampbell |
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| 10:30 am - 11:30 am | ||
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Mission 1: Legal Track Managing Unfair Competition and Protecting Confidential Information with Andrew Klaben-Finegold, Attorney, Littler Mendelson, P.C. |
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| 11:00 am - 11:45 am | ||
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Mission 1: Compliance & Risk Track Risk Assessment: How do we focus on specific risk when it exists in everything that we do? with Mark Burnside, Director, Forvis Mazars Compliance Track Sponsored by EasyIT |
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Mission 1: Executive Track What Does it Take to Thrive with Brian Leibfried, Partner & Managing Director, Client Insights, Performance Trust Capital Partners, LLC Executive Track Sponsored by HUB International |
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Mission 1: Finance Track Session on Digital Assets and Stablecoins with Geron Morgan, Partner, Forvis Mazars |
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Mission 1: Human Resources Track AI Developments in the Workplace with Nelson Cary, Partner, Vorys, Sater, Seymour and Pease LLC |
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Mission 1: Lending Track Innovation Drought, Risk Flood: The Hidden Cost to Credit Quality with Kent Kirby, Director, Abrigo |
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Mission 1: Marketing Track Why Your Bank? Defining Differentiation in a Commoditized Market with Amber Farley, ECP, Brand Development, FMS |
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Mission 1: Retail & Operations Track Collaborate, Delegate & Engage: Modern Tools for Today’s Workforce with Paul Elder, Compliance Officer CISM, Community Banc Consulting of Ohio |
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| 11:45 am - 1:30 pm | ||
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Lunch & OBL Industry Awards Celebrate 2026 as we present OBL Industry Awards! Thank You Lunch Sponsor: infotex, Inc. |
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| 1:45 pm - 2:45 pm | ||
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Mission 2: Legal Track The Real Value of Cyber Resilience and Recovery with Herb Stapleton, Partner, Dinsmore & Shohl LLP |
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| 2:00 pm - 2:45 pm | ||
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Mission 2: Compliance & Risk Track Vendor Management: Are You “Really” Managing Your Vendors or Are You Just "Checking a Box"? with Colin Taggart, Partner, Plante Moran Compliance Track Sponsored by EasyIT |
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Mission 2: Executive Track Hidden in Plain Sight: How Banking Leaders Unlock the Talent they Already Have with Keather Snyder, President & COO, The Omnia Group Executive Track Sponsored by HUB International |
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Mission 2: Finance Track Rates Will Surprise You, Your Balance Sheet Shouldn’t with Scott Hildenbrand, Head of Depository Markets and Strategy, Piper Sandler |
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Mission 2: Human Resources Track Recruiting & Retaining Gen Z and Millennials: What the Data Tells Us with Charlie Tudor, Managing Director, Financial Services, Angott Search Group |
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Mission 2: Lending Track Economic View from the Farmgate with Bruce Clevenger, Associate Professor and Field Specialist, Farm Management and Leader & Barry Ward, Production Business Management & Director, Income Tax Schools, The Ohio State University |
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Mission 2: Marketing Track Banking on Autopilot with Dave DeFazio, Chief Strategy Officer, StrategyCorps |
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Mission 2: Retail & Operations Track Rethinking Retirement: The Future of Saving with Brian Giles, Director, Business Development, Ascensus |
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| 2:55 pm - 3:55 pm | ||
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Mission 3: Legal Track Money Moves – How Blockchain Will Change Banking with David Mack, Attorney at Law, Schumaker, Loop & Kendrick, LLP |
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| 3:00 pm - 3:45 pm | ||
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Mission 3: Compliance & Risk Track How AI Is Changing Cybersecurity for Banks, Businesses, and Bad Actors with Tim Dively, National Digital Industry Leader - Financial Services, CliftonLarsonAllen, LLC Compliance Track Sponsored by EasyIT |
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Mission 3: Executive Track AI - Hype, Hope or Help? with Will Mayfield, SVP, Client Engagement, Aunalytics Executive Track Sponsored by HUB International |
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Mission 3: Finance Track Secrets of Highly Successful ALCOs with Joe Kennerson, Managing Director, Darling Consulting Group |
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Mission 3: Human Resources Track Strategic Burnout: The HR Leader’s Own Oxygen Mask with Tami Chapek, CEO & Founder/Executive Leadership Coach, WeInspireWe LLC |
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Mission 3: Lending Track Utilizing Technology and Embracing AI in Credit Decisioning with Kathleen Connellan, SVP, Institutional Relationships, BHG Financial |
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Mission 3: Marketing Track Your Actionable Roadmap to Practical AI Value with Pat Lapomarda, Director, Data Science, Arkatechture |
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Mission 3: Retail & Operations Track Beyond the Teller Line: Designing the Next-Gen Banking Experience with Glenn Grau, Chief Business Officer, PWCampbell |
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| 4:00 pm - 4:45 pm | ||
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Mission 4: Compliance & Risk Track Regulatory Recap & Outlook: What You Need to Know Now with Robert Brosh, Director, Regulatory Intelligence, Ncontracts Compliance Track Sponsored by EasyIT |
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Mission 4: Executive Track Macroeconomic Outlook with Craig Dismuke, Chief Market Strategist, Stifel Executive Track Sponsored by HUB International |
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Mission 4: Finance Track From Cost Center to Growth Engine: A Modern Payments Strategy for Community Banks with Caitlyn Mullins-Smith, Vice President & Director, NEACH Payments Group |
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Mission 4: Human Resources Track The HR Advantage: How HR Leaders Build the Skills AI Can't Replace with Jim Perry, Senior Strategist, Market Insights, Inc. |
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Mission 4: Lending Track SBA as a Competitive Advantage: Win More Deals. Manage Risk. Improve Returns with Dean Allen, EVP, Chief Lending Officer & Joe Leonardi, SVP, Head of Credit, RiverHills Bank |
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Mission 4: Marketing Track Looking Into Banking’s Future: AI, Digital Banking and the Instant Gratification Consumer with Paul Elder, Compliance Officer CISM, Community Banc Consulting of Ohio |
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Mission 4: Retail & Operations Track If Amazon Can Warn Me, Why Can't My Bank? Protecting Teens and Families from Unwanted Transactions in Real Time with Kai Stinchcombe, CEO & Co-Founder, True Linkl |
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| 4:00 pm - 5:00 pm | ||
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Mission 4: Legal Track Website Tracking Litigation: Managing Demand Letters, Class Action Risk, and Practical Response Strategies with Kristin Bryan, Partner, Squire Patton Boggs |
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| 7:30 pm - 10:00 pm | ||
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The Afterburner! Cornhole, OBL BankPac Silent Auction & Desserts Reception Join us for this casual gathering at this late-night event, featuring cornhole, networking and the OBL BankPac Silent Auction. Cornhole participants must arrive by 7:45 p.m. for an 8 p.m. tournament start. Cornhole Sponsored by Community Banc Consulting |
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| Wednesday, October 28 - Wednesday, October 28 | ||
| 8:00 am - 9:00 am | ||
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OBL BankServices Expo, Hot Breakfast & Prize Announcements LAST CHANCE to visit with OBL service providers, play an Expo game and win valuable prizes! Take your Mission Tickets from each exhibitor to the hangar in the back corner of the Expo. PLUS! Check the Prize Board in the Expo to find out what you may have won from participating exhibitors. |
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| 9:00 am - 9:30 am | ||
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Rapid Fire Presentations Thank you for making time to hear demos from our valued Business Partners. OBL Business Partners appreciate your time and interest. |
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| 9:30 am - 10:15 am | ||
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OBL Annual Business Meeting Join us for the Annual OBL Business Meeting. Hear from current OBL Chair, Tony Davis, and OBL President & CEO, Mike Adelman. The election of the 2027 officers and new Board Members will take place during this session. |
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| 10:15 am - 11:15 am | ||
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Closing General Session Building Moments That Matter: From Good to Unforgettable with Nolan Nichols, Keynote Speaker & Leadership Strategist Thank you to Keynote Sponsors Banc Consulting Partners, PRI, Inc., and PWCampbell |
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Speakers
| Name | Speaking At |
|---|---|
| Dean Allen
<p class="MsoListParagraph"><span style="background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;">J. Dean Allen is OneSource Lending’s Chief Business Development Officer and Relationship Manager. He also supports and participates in the operations of the business to ensure that the processes of lending functions are completed in a timely and effective manner. Dean has over 20 years of commercial lending experience and has a broad network in the industry, most recently as Executive Vice President and Chief Lending Officer for RiverHills Bank, where he has led the bank to a Top 6 SBA lender in Greater Cincinnati for the past three years, and #2 in 2023.</span><span style="font-size:11.0pt;"><o:p></o:p></span></p>
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Mission 4: Lending Track |
| Jack Becker | Welcome & Opening General Session |
| Robert Brosh | Mission 4: Compliance & Risk Track |
| Kristin Bryan | Mission 4: Legal Track |
| Mark Burnside
<p style="box-sizing:inherit; outline:none; margin:1em 0px; color:rgb( 70, 75, 75); font-family:Arial, sans-serif; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; white-space:normal; text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; font-size:10Pt;">Mark Burnside is a director at Forvis Mazars, LLP in the ProBank Education Services, powered by Forvis Mazars, LLP division. Mr. Burnside has more than 26 years of experience in the financial services industry with a focus on regulatory compliance. He has spent over 16 years as a compliance consultant, assisting financial institutions with maintaining and strengthening compliance programs. His experience encompasses several aspects of regulatory compliance, including Bank Secrecy Act/Anti-Money Laundering, Fair Lending, Lending, and Deposit requirements. As a compliance professional, Mark provides<br/>education and training on regulatory compliance topics, while providing tools and valuable insight into areas which could be considered high risk.</p><p style="box-sizing:inherit; outline:none; margin:1em 0px; color:rgb( 70, 75, 75); font-family:Arial, sans-serif; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; white-space:normal; text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; font-size:10Pt;">Mr. Burnside has worked on projects for both community and national institutions as well as facilitating training and oversight processes from risk assessments to compliance management systems.</p><p style="box-sizing:inherit; outline:none; margin:1em 0px; color:rgb( 70, 75, 75); font-family:Arial, sans-serif; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; white-space:normal; text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; font-size:10Pt;">Mr. Burnside is a graduate of Indiana University with a bachelor’s degree in economics. He is also a Certified Regulatory Compliance Manager (CRCM).</p><p> </p>
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Mission 1: Compliance & Risk Track |
| Nelson Cary
<div style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-width:0px;color:rgb(0, 0, 0);font-family:"Segoe UI", "Segoe UI Web (West European)", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:15px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:0px;orphans:2;padding:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;" data-olk-copy-source="MessageBody">Nelson is a partner in the Vorys Columbus office and a member of the labor and employment group and is a member of the Ohio Bar Association, the District of Columbia Bar, and the Virginia Bar Association. </span></span></p></div><div style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-width:0px;color:rgb(0, 0, 0);font-family:"Segoe UI", "Segoe UI Web (West European)", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:15px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:0px;orphans:2;padding:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;"> </span></span></p></div><div style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-width:0px;color:rgb(0, 0, 0);font-family:"Segoe UI", "Segoe UI Web (West European)", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:15px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:0px;orphans:2;padding:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"><span style="color:inherit;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">Nelson represents employers in a broad range of employment-related disputes, ranging from employment discrimination/harassment claims to non-compete and other restrictive covenant litigation and from wage/hour lawsuits to proceedings before the National Labor Relations Board (NLRB).</span></span></p><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"> </p><div style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-width:0px;color:rgb(0, 0, 0);font-family:"Segoe UI", "Segoe UI Web (West European)", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:15px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:0px;orphans:2;padding:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;" data-olk-copy-source="MessageBody">Nelson has spoken at numerous seminars on many topics, including updates on wage/hour, disability discrimination and FMLA updates; activity at the NLRB; the employment-at-will doctrine; employment agreements; managing difficult employees; and enforcing disciplinary action. He also has conducted training on union avoidance and positive employee relations, avoiding sexual harassment and other unlawful harassment, and conducting internal investigations.</span></span><span style="color:inherit;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;"> </span></span></p></div><div style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-width:0px;color:rgb(0, 0, 0);font-family:"Segoe UI", "Segoe UI Web (West European)", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:15px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:0px;orphans:2;padding:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;"> </span></span></p></div><div style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);border-width:0px;color:rgb(0, 0, 0);font-family:"Segoe UI", "Segoe UI Web (West European)", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-size:15px;font-stretch:inherit;font-style:normal;font-variant-alternates:inherit;font-variant-caps:normal;font-variant-east-asian:inherit;font-variant-emoji:inherit;font-variant-ligatures:normal;font-variant-numeric:inherit;font-variant-position:inherit;font-variation-settings:inherit;font-weight:400;letter-spacing:normal;line-height:inherit;margin:0px;orphans:2;padding:0px;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;vertical-align:baseline;white-space:normal;widows:2;word-spacing:0px;"><p style="font-family:Aptos, sans-serif;font-size:12pt;margin:0px;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">Nelson received his J.D. </span><i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">summa cum laude</span></i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;"> from Washington and Lee University School of Law where he was a member of the Order of the Coif. </span><i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;"> </span></i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">He received his B.A. </span><i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">summa cum laude</span></i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;"> from Albion College</span><i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">, </span></i><span style="border-width:0px;font-family:Arial, sans-serif;font-feature-settings:inherit;font-kerning:inherit;font-optical-sizing:inherit;font-size-adjust:inherit;font-stretch:inherit;font-style:inherit;font-variant:inherit;font-variation-settings:inherit;font-weight:inherit;line-height:inherit;margin:0px;padding:0px;vertical-align:baseline;">where he was a member of Phi Beta Kappa.</span></span></p></div></div>
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Mission 1: Human Resources Track |
| Tami Chapek
<p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">Tami Chapek, a renowned executive leadership coach and leadership development expert, empowers women to break through barriers and achieve extraordinary results. As founder of WelnspireWe, she developed the "Leadership reDEFYned" platform – now a book – which equips women with the tools and strategies to defy traditional expectations and lead with impact. Tami has coached leaders at organizations like Google, Novartis, and Uber, guiding them to unlock their true potential and create a lasting legacy.</span></span></p>
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Mission 3: Human Resources Track |
| Bruce Clevenger | Mission 2: Lending Track |
| Kathleen Connellan
<p class="MsoNormal"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">As Executive Vice President of Institutional Relationships at BHG Financial, I lead partnerships with more than 1,750 financial institutions across the country, helping banks identify opportunities to generate earnings, diversify their balance sheets, and achieve their strategic growth objectives.</span></span><br><br><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">Over the course of my career, I've built my approach around one core principle: strong relationships drive stronger outcomes. I work closely with bank executives and leadership teams to understand their priorities, challenges, and goals, then connect them with solutions that create long-term value for their institutions.</span></span><br><br><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">At BHG Financial, we provide high-quality lending solutions for high-income professionals while delivering investment opportunities that help financial institutions enhance performance and diversification. My role is to serve as a trusted partner and resource, helping banks evaluate opportunities, navigate changing market conditions, and make informed decisions that support their business strategies.</span></span><br><br><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">I earned my degree in Behavioral Sciences from Penn State University, a foundation that continues to influence how I build relationships, communicate, and solve problems. I believe listening is one of the most valuable skills in business, and I take pride in bringing a consultative, practical approach to every partnership.</span></span><br><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">My passion is helping financial institutions succeed while building meaningful, long-lasting relationships with the people behind them.</span></span><span style="color:black;font-family:"Calibri",sans-serif;font-size:11.0pt;"><span style="mso-fareast-font-family:"Times New Roman";"><o:p></o:p></span></span></p>
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Mission 3: Lending Track |
| Dave DeFazio
<div class="Normal"><span style="font-family:'Arial';font-size:10.00pt;">Dave leads and manages the community financial institution sales team. He also is actively involved in building our top performing checking, marketing and training solutions. Using his previous hands-on and executive retail banking experience at a billion dollar asset bank, he is instrumental in the user experience of the websites and mobile apps that deliver our consumer checking solutions and the analytics tools that provide empirical clarity to checking financial performance upon which to customize our checking solutions to clients.</span></div>
<div class="Normal"><span style="font-family:'Arial';font-size:10.00pt;">He is an active and sought out presenter at banking and retail-related conferences regarding innovations in financial technology, retail banking and other strategies employed by today’s best retailer marketers. Dave received his B.A. in economics and mathematics from Ohio Wesleyan University.</span></div>
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Mission 2: Marketing Track |
| Craig Dismuke
<p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-ansi-language:EN-US;mso-bidi-font-family:Aptos;mso-bidi-language:AR-SA;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-ligatures:standardcontextual;">Craig Dismuke is the Chief Market Strategist for Stifel’s Fixed Income Capital Markets group. Prior to acquisition, Craig was Executive Vice President and Chief Economist at Vining Sparks. He speaks often at industry conferences on the health of the U.S. economy and expectations for interest rates. Craig has appeared frequently on CNBC, Fox Business, and Bloomberg TV as well as being quoted often in the financial news. Craig lives in Memphis, Tennessee with his wife, Ashley, and three children. He is actively involved with St. Jude Children’s Research Hospital.</span></span></p>
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Mission 4: Executive Track |
| Tim Dively
<div class="ewa-rteLine" style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);color:rgb(36, 36, 36);cursor:text;font-family:"Aptos Narrow", Calibri, "sans-serif", "Mongolian Baiti", "Microsoft Yi Baiti", "Javanese Text", "Yu Gothic";font-size:14.6667px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;height:auto;letter-spacing:normal;line-height:inherit;orphans:2;overflow:hidden;padding-right:10px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:pre-wrap;widows:2;word-spacing:0px;"><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;">Tim is the National Digital Director within the firm's Financial Services practice. Tim is based in CLA's Charlotte, North Carolina office and joined CLA in 2023 with experience in IT, Operations, Cybersecurity, Data Analytics, Artificial Intelligence, Automation, Organizational Change Management, M&A, and Digital Strategic Planning/Implementations in both the insurance and banking industries.</span></div><div class="ewa-rteLine" style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);color:rgb(36, 36, 36);cursor:text;font-family:"Aptos Narrow", Calibri, "sans-serif", "Mongolian Baiti", "Microsoft Yi Baiti", "Javanese Text", "Yu Gothic";font-size:14.6667px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;height:auto;letter-spacing:normal;line-height:inherit;orphans:2;overflow:hidden;padding-right:10px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:pre-wrap;widows:2;word-spacing:0px;"> </div><div class="ewa-rteLine" style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);color:rgb(36, 36, 36);cursor:text;font-family:"Aptos Narrow", Calibri, "sans-serif", "Mongolian Baiti", "Microsoft Yi Baiti", "Javanese Text", "Yu Gothic";font-size:14.6667px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;height:auto;letter-spacing:normal;line-height:inherit;orphans:2;overflow:hidden;padding-right:10px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:pre-wrap;widows:2;word-spacing:0px;"><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;">He began his career leading various technology areas of a large insurance company in their Wisconsin office before moving over to Financial Services Industry as the SVP, Chief Technology, Operating, & Security Officer at a community financial institution. </span>
</div>
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Mission 3: Compliance & Risk Track |
| Paul Elder
<div><span style="font-family:Arial; font-size:10Pt;">Paul Elder is the chief strategy officer for Community Banc Consulting of Ohio, where he has served in a variety of roles for the past 18 years. Paul is the chief writer and creator of all CBC policies and information security program documents and processes. He has audited information security programs for 14 years. Paul is a regular presenter at the OBL Bank Management School, and has provided cyber security instruction to bank executives and board members, as well as presents at cyber security events for client customers. He is a graduate of The Ohio State University and holds the following designations: CISM (Certified Information Security Manager) by ISACA (Information Systems Audit and Control Association®).</span></div>
<div> </div>
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Mission 4: Marketing Track |
| Paul Elder
<div><span style="font-family:Arial; font-size:10Pt;">Paul Elder is the chief strategy officer for Community Banc Consulting of Ohio, where he has served in a variety of roles for the past 18 years. Paul is the chief writer and creator of all CBC policies and information security program documents and processes. He has audited information security programs for 14 years. Paul is a regular presenter at the OBL Bank Management School, and has provided cyber security instruction to bank executives and board members, as well as presents at cyber security events for client customers. He is a graduate of The Ohio State University and holds the following designations: CISM (Certified Information Security Manager) by ISACA (Information Systems Audit and Control Association®).</span></div>
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Mission 1: Retail & Operations Track |
| Amber Farley
<div><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Amber Farley, Partner & EVP of Brand Development at FMS, is a well-known and respected teacher, presenter, consultant and thought leader on bank branding, marketing, and leadership strategies for banks around the country. She strategizes ways to help banks be purpose-driven, inspirational and more relevant to today’s customer—including both internal and external customers, and regularly presents and teaches at national banking schools, banking conferences, and other statewide banking institutions.</span></p><p> </p></div><div> </div>
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Mission 1: Marketing Track |
| Brian Giles
<p class="MsoNormal" style="background-color:white;line-height:15.0pt;vertical-align:baseline;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-bidi-font-family:"Times New Roman";mso-fareast-font-family:"Times New Roman";">Brian Giles is the Director of Ascensus Retirement Product Solutions (RPS). RPS has a 45-year history of delivering premier products, expert consulting, and comprehensive business solutions to financial organizations seeking to maintain compliance, grow market share in IRA and Health Savings Account (HSA) solutions, and support benefit and retirement plan offerings.<o:p></o:p></span></span></p><p class="MsoNormal" style="background-color:white;line-height:15.0pt;vertical-align:baseline;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-bidi-font-family:"Times New Roman";mso-fareast-font-family:"Times New Roman";">Brian has 35 years of experience in the financial services industry. His background includes senior leadership roles in retail banking as a Regional Manager and Market Director at JPMorgan Chase, and most recently, prior to joining Ascensus in 2022, as Head of U.S. Business Management & Sales for HSBC.<o:p></o:p></span></span></p><p class="MsoNormal" style="background-color:white;line-height:15.0pt;vertical-align:baseline;"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-bidi-font-family:"Times New Roman";mso-fareast-font-family:"Times New Roman";">Brian leads a team of 14 professionals who support approximately 5,000+ financial organizations that partner with Ascensus. His team provides solutions across IRAs, HSAs, SEP and SIMPLE IRA plans, and other retirement and tax-advantaged savings products within the retail marketplace. Brian’s Wrangle Sales team </span></span><span style="background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="letter-spacing:.15pt;mso-color-alt:windowtext;">also supports the growing compliance needs of the nation’s top insurance brokers. For over 20 years, Wrangle has been the market leader in Form 5500 and Wrap Plan Document preparation. Finally, Brian’s Provident Trust Group (PTG) Team’s</span></span><span style="background-color:white;color:#292929;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-bidi-font-family:Arial;"> mission is to provide you with greater visibility and access to alternative assets. PTG serves more than 30,000 clients and with over $12 billion in assets under custody, we have the expertise and experience to help you get there.</span></span><span style="color:black;font-family:"Aptos",sans-serif;font-size:14.0pt;"><span style="mso-bidi-font-family:"Times New Roman";mso-fareast-font-family:"Times New Roman";"><o:p></o:p></span></span></p>
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Mission 2: Retail & Operations Track |
| Tracy Graham
<p class="MsoNormal"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">Tracy Graham is CEO and co-founder of Aunalytics, where he has spent more than 20 years working at the intersection of data infrastructure and business outcomes. His core conviction is that most organizations don't have an AI problem; they have a data problem, with valuable data that simply isn't ready for AI to put to work. At Aunalytics, Tracy leads the company's mission to close that gap for financial institutions and IT services companies by building a clean, governed data foundation and then applying AI in ways that improve operating leverage, which for banks means a stronger efficiency ratio. Tracy's guiding principle, shaped by two decades in the field, is simple: AI can expand the capacity of a banking team with clean, governed data, context and business logic.</span></span><span style="color:black;"><span style="mso-fareast-font-family:"Times New Roman";"><o:p></o:p></span></span></p>
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Mission 3: Executive Track |
| Glenn Grau
<div class="OutlineElement Ltr SCXW156834372 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW156834372 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:windowtext;font-kerning:none;font-style:normal;font-weight:normal;margin:0px 0px 10.6667px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="1856202788" paraeid="{c182ecce-4ed3-4d37-a412-4831b790ee4d}{152}"><span style="font-size:11px;"><span class="TextRun SCXW156834372 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">As Executive Vice President of Sales and a member of </span><span class="TextRun SCXW156834372 BCX0 NormalTextRun SpellingErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlSpellingErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjQiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCI+PHBhdGggc3Ryb2tlPSIjRUIwMDAwIiBkPSJNMCAzYzEuMjUgMCAxLjI1LTIgMi41LTJTMy43NSAzIDUgMyIvPjxwYXRoIGQ9Ik0wIDBoNXY0SDB6Ii8+PC9nPjwvc3ZnPg=="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">PWCampbell’s</span><span class="TextRun SCXW156834372 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US"> Planning Committee, Glenn is charged with leading the business development team for the company and assisting clients through the re-imagination of their retail branch network. He also helps guide them through the construction process, from program and design development into post construction, ensuring quality and client satisfaction every step of the way. </span><span class="EOP SCXW156834372 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:24px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":0,"335559740":360}"> </span></span></p></div><div class="OutlineElement Ltr SCXW156834372 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);clear:both;color:rgb(0, 0, 0);cursor:text;direction:ltr;font-family:"Segoe UI", "Segoe UI Web", Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;overflow:visible;padding:0px;position:relative;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;"><p class="Paragraph SCXW156834372 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-color:transparent;color:windowtext;font-kerning:none;font-style:normal;font-weight:normal;margin:0px 0px 10.6667px;overflow-wrap:break-word;padding:0px;text-align:left;text-indent:0px;user-select:text;vertical-align:baseline;white-space:pre-wrap;" paraid="832273093" paraeid="{c182ecce-4ed3-4d37-a412-4831b790ee4d}{158}"><span style="font-size:11px;"><span class="TextRun SCXW156834372 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">A veteran banker himself, Glenn spent over 10 years in key management roles for Dollar Bank where he was responsible for twelve branch locations, managed 100 employees and oversaw assets of </span><span class="TextRun SCXW156834372 BCX0 NormalTextRun AdvancedProofingIssueV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlAdvancedProofingIssueV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMCIgaGVpZ2h0PSIyIj48ZyBmaWxsPSJub25lIiBmaWxsLXJ1bGU9ImV2ZW5vZGQiPjxwYXRoIGQ9Ik0wIDBoMTB2MkgweiIvPjxwYXRoIHN0cm9rZT0iIzcxNjBFOCIgc3Ryb2tlLWxpbmVjYXA9InJvdW5kIiBzdHJva2Utd2lkdGg9IjIiIGQ9Ik0xIDFoNCIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">$2 billion</span><span class="TextRun SCXW156834372 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">. This experience, combined with his extensive knowledge in the design-build arena, makes him an authority on branching. Glenn holds a Bachelor of Arts Degree in Finance, Management and Accounting, as well as a </span><span class="TextRun SCXW156834372 BCX0 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:var(--urlContextualSpellingAndGrammarErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">Master’s Degree in Business Administration</span><span class="TextRun SCXW156834372 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-variant-ligatures:none !important;line-height:24px;margin:0px;padding:0px;user-select:text;" data-contrast="auto" xml:lang="EN-US" lang="EN-US"> and is licensed in commercial real estate. He is frequently asked to share his knowledge via speaking engagements with financial leagues and associations throughout the mid-Atlantic Region.</span><span class="EOP SCXW156834372 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;line-height:24px;margin:0px;padding:0px;user-select:text;" data-ccp-props="{"201341983":0,"335559740":360}"> </span></span></p></div>
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Mission 3: Retail & Operations Track |
| Scott Hildenbrand
<p><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Scott Hildenbrand serves as chief balance sheet strategist and head of the financial strategies group at Piper Sandler.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Previously, he was a principal and chief balance sheet strategist of Sandler O’Neill + Partners, L.P. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Hildenbrand previously worked in Sandler O’Neill’s interest rate products group, focusing on developing and implementing structured wholesale funding strategies for financial institutions. He spent his first four years at the firm in the asset/liability management group. Prior to joining Sandler O’Neill in 2004, Hildenbrand worked as a financial analyst in asset/liability management at Tower Federal Credit Union in Maryland.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Hildenbrand was elected to the Financial Managers Society in 2021. He also serves as treasurer on the board of directors for Liam’s Room, a non-profit organization that focuses on pediatric palliative care, a specialized approach to medical care for children with serious illnesses.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">He is a frequent speaker at industry conferences and seminars. He holds a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in accounting and finance from Gettysburg College.</span><span style="font-family:Arial; font-size:10Pt;"><span style="color: #000000"> </span></span></p>
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Mission 2: Finance Track |
| Joe Kennerson
<p class="MsoNormal"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Joe is a Managing Director at Darling Consulting Group, where he works directly with senior management teams on building customized balance sheet strategies to improve earnings and manage risk. Joe strives to be an expert in overall Asset Liability Management and educates ALCOs in the inevitable balance of regulatory accountability and financial performance. Joe speaks at numerous industry associations reaching thousands of bankers every year. He is an expert at helping bring clarity to the complex and delivers a high level of energy to his ALM presentations. Joe has been with DCG since 2005, where he has benefited from working with nearly a thousand ALCOs throughout the country on ALM and strategic initiatives. He lives in Boxford, MA with his wife and two daughters and has been an active member of the Big Brothers Big Sisters program. Joe is a graduate of the University of New Hampshire with a degree in finance.<o:p></o:p></span></p><div class="ewa-rteLine" style="cursor:text;height:auto;line-height:inherit;overflow:hidden;padding-right:10px;white-space:pre-wrap;"><br> </div>
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Mission 3: Finance Track |
| Kent Kirby
<p><span style="color:rgb(0,0,0);font-family:"Times New Roman";font-size:11px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">Kent Kirby is a retired banker with over 39 years of experience in all aspects of commercial banking: lending, loan review, back-room operations, credit administration, portfolio management and analytics and credit policy. For a number of years, he was the Director of Complex Risk before taking on responsibility for credit policy. He is currently serving as a senior risk management advisor at Abrigo, a banking software and consulting company. In this capacity, Kirby assists financial institutions of all sizes in the review and enhancement of commercial lending and loan review activities, particularly as institutions migrate to an automated solution to meet their needs. </span></span></p>
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Mission 1: Lending Track |
| Andrew Klaben-Finegold
<p class="MsoNormal" style="background-color:white;mso-margin-bottom-alt:auto;mso-margin-top-alt:auto;"><span style="color:hsl(0, 0%, 0%);font-family:Arial, Helvetica, sans-serif;font-size:12px;">Andrew Klaben-Finegold (Andy) is an experienced lawyer who has worked on cases on behalf of major corporations, mid-sized and small businesses, and individuals. Andy works to create workplace solutions for his clients across the hospitality, home health, healthcare, retail, construction, and financial industries.<u5:p></u5:p><o:p></o:p></span></p><p class="MsoNormal" style="background-color:white;mso-margin-bottom-alt:auto;mso-margin-top-alt:auto;"><span style="color:hsl(0, 0%, 0%);font-family:Arial, Helvetica, sans-serif;font-size:12px;">He defends employers in litigation at both the federal and state levels, including matters related to the FLSA, ADA, Title VII, FMLA, and various state and local laws. He also advises clients on Predictive Scheduling/Fair Workweek laws, on workplace safety and workplace violence prevention, and on the protection of trade secrets and the misappropriation of confidential or proprietary information, both defending employers and pursuing enforcement against former employees.</span><span style="color:red;"><u5:p></u5:p></span><o:p></o:p></p>
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Mission 1: Legal Track |
| Pasquale Lapomarda
<p class="MsoNormal"><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="mso-fareast-font-family:"Times New Roman";">Pat Lapomarda is the Director of Data Science at Arkatechture. He has a passion for harnessing data to drive informed action. Over the past 25 years, he has advised, developed, and implemented data science solutions at scale, including risk and marketing scoring systems. These solutions have primarily been at financial services companies ranging in size from top ten banks, like TD Bank and KeyBank, to community finance institutions and boutique finance companies. In addition, he consults with clients in all industries on applying analytics at-scale. His direct efforts have resulted in tens of millions of dollars of both increased revenues and loss avoidance. These results are achieved by focusing on his depth of experience into a blend of risk management principles, quantitative methods, and driving informed change management in data science. He is a partner at his firm Arkatechture, where he has collaborated with his other partners to package this into Arkalytics, a data and analytics ecosystem for financial institutions. Pat is a graduate of the College of the Holy Cross and completed graduate studies in Mathematics at Wesleyan University.</span></span><span style="mso-fareast-font-family:"Times New Roman";"><o:p></o:p></span></p>
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Mission 3: Marketing Track |
| Brian Leibfried | Mission 1: Executive Track |
| David Mack
<p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;">Based in Shumaker, Loop & Kendrick, LLP’s Toledo, Ohio office, David is a partner with 25 years of experience as a financial services regulatory lawyer focused on the convergence of banking, fintech, and digital assets. He advises banks, nonbank financial services companies, and money services businesses on complex regulatory, licensing, and compliance matters.</span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;">David combines a foundation in traditional bank regulation with a forward-looking focus on emerging financial technologies. His clients—from community banks adopting tokenized payments infrastructure to fintechs launching blockchain-based settlement products—rely on his ability to translate evolving regulatory frameworks into practical execution strategies. As one of the firm’s primary contacts for digital asset regulation, David counsels clients on the federal and state regimes governing blockchain-based products, stablecoins, digital asset marketplaces, and tokenization initiatives. He also advises on Bank Secrecy Act/anti–money laundering and OFAC compliance, risk assessments, policies and procedures, independent testing, and examinations.</span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;">David advises insured depository institutions, their affiliates, and nonbank financial services providers on a broad range of regulatory, supervisory, and compliance matters. His practice includes bank powers and permissible activities, chartering and branching, change-in-control and merger approvals, and ongoing safety and soundness, consumer compliance, and governance issues. He also represents money transmitters, non-depository lenders, and other financial intermediaries in nationwide licensing, control person vetting, change-of-control approvals, and multistate regulatory compliance.</span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;">In the securities arena, David advises issuers and financial institutions on private placements and registered offerings, Exchange Act reporting and governance, and strategic partnerships, joint ventures, and select M&A transactions in the financial services sector. His approach integrates regulatory insight with business strategy to help clients achieve their objectives in an increasingly digital world.</span></p>
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Mission 3: Legal Track |
| Geron Morgan
<p style="direction:ltr;language:en-US;line-height:90%;margin-bottom:0pt;margin-left:0in;margin-top:10.0pt;mso-line-break-override:none;punctuation-wrap:hanging;text-align:justify;text-indent:0in;text-justify:inter-ideograph;unicode-bidi:embed;word-break:normal;"><span style="color:#3A3F39;font-family:Arial;font-size:8.8pt;"><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">A member of the Financial Services Practice, Geron has approximately 20 years of experience providing assurance and consulting services to financial institutions (public and privately held), digital asset native companies, and investment broker-dealers. She also has provided audit services to employee benefit plans of various sizes and complexity, including 11-K filers. In addition to audit and assurance services, her experience includes COSO internal control structure design advisory services, accounting standard implementation consultations, internal audit program and system development, and accounting and strategic issue advisory services.</span></span></p><p style="direction:ltr;language:en-US;line-height:90%;margin-bottom:0pt;margin-left:0in;margin-top:10.0pt;mso-line-break-override:none;punctuation-wrap:hanging;text-align:justify;text-indent:0in;text-justify:inter-ideograph;unicode-bidi:embed;word-break:normal;"><span style="color:#3A3F39;font-family:Arial;font-size:8.8pt;"><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">Geron is a member of Forvis Mazars’ Digital Taskforce. Geron’s current activities with the Forvis Mazars Digital Assets Taskforce include navigating risk and audit methodology for fintech organizations, cryptocurrency funds, and cryptocurrency platforms.</span></span></p><p style="direction:ltr;language:en-US;line-height:90%;margin-bottom:0pt;margin-left:0in;margin-top:10.0pt;mso-line-break-override:none;punctuation-wrap:hanging;text-align:justify;text-indent:0in;text-justify:inter-ideograph;unicode-bidi:embed;word-break:normal;"><span style="color:#3A3F39;font-family:Arial;font-size:8.8pt;"><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">Geron’s professional involvement is further enhanced by her role with the American Institute of CPAs Digital Assets Working Group (auditing</span><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-spacerun:yes;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;"> </span><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">subgroup)</span><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-spacerun:yes;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;"> </span><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">and with the Center for Audit Quality Digital Assets Taskforce. She also supports the Oklahoma Bankers Association, and other local and national banking industry groups through training and speaking engagements.</span></span></p><p style="direction:ltr;language:en-US;line-height:90%;margin-bottom:0pt;margin-left:0in;margin-top:10.0pt;mso-line-break-override:none;punctuation-wrap:hanging;text-align:justify;text-indent:0in;text-justify:inter-ideograph;unicode-bidi:embed;word-break:normal;"><span style="color:#3A3F39;font-family:Arial;font-size:8.8pt;"><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">She is a member of the American Institute of CPAs and Oklahoma Society of CPAs. Geron is a member of the Allied Arts Oklahoma board of directors, ReMerge of Oklahoma Board of Directors, Economic Club of Oklahoma, and Leadership Oklahoma City Class 39.</span></span></p><p style="direction:ltr;language:en-US;line-height:90%;margin-bottom:0pt;margin-left:0in;margin-top:10.0pt;mso-line-break-override:none;punctuation-wrap:hanging;text-align:justify;text-indent:0in;text-justify:inter-ideograph;unicode-bidi:embed;word-break:normal;"><span style="color:#3A3F39;font-family:Arial;font-size:8.8pt;"><span style="language:en-US;mso-ascii-font-family:Arial;mso-bidi-font-family:Arial;mso-fareast-font-family:+mn-ea;mso-fareast-theme-font:minor-fareast;mso-font-kerning:12.0pt;mso-style-textfill-fill-alpha:100.0%;mso-style-textfill-fill-color:#3A3F39;mso-style-textfill-type:solid;">Geron is a 2003 graduate of Arkansas Tech University, Russellville, with a B.B.A. degree in accounting.</span></span></p>
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Mission 1: Finance Track |
| Jamie Morlock | Lessons in Leadership |
| Caitlyn Mullins-Smith
<p><span style="background-color:rgb(255,255,255);color:rgb(36,36,36);font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:"Aptos Narrow", Calibri, sans-serif, "Mongolian Baiti", "Microsoft Yi Baiti", "Javanese Text", "Yu Gothic";font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:pre-wrap;widows:2;word-spacing:0px;">Caitlyn Mullins, AAP, APRP, NCP is the Lead Advisor of NEACH Payments Group (NPG). As Lead Advisor, Caitlyn forms close relationships with clients by taking the time to understand each client’s unique business model, strategic goals, and challenges that they may face as they work towards their payments goals. She conducts audit, risk management, and consulting services to provide clients with the knowledge, tools and resources necessary to maintain compliance and appropriately identify and mitigate risks while achieving strategic goals. Caitlyn collaborates with regulators and industry experts to ensure NEACH Payment Group stays ahead of any rules, laws, regulations, and guidance that impact clients. Her relationships and experiences allow her to radiate her knowledge by speaking on payments topics at events, forums, and developing specialized training sessions for various partners. </span></span></p>
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Mission 4: Finance Track |
| Nolan Nichols | Closing General Session |
| Jim Perry
<p><span style="background-color:rgb(255,255,255);color:rgb(36,36,36);font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Aptos, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">Jim Perry is the Senior Strategist at Market Insights, where he helps financial institutions across the country make smarter decisions and unlock new paths to growth through custom research and data-driven strategy. A trusted advisor to banks coast to coast, Jim brings clarity to complex challenges—and a fresh perspective to conversations about growth, innovation, and relevance in a rapidly changing landscape. Named one of the "Top 100 Fintech Influencers" by Onalytica, Jim a familiar voice on top podcasts like </span></span><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><i>Breaking Banks</i></span><span style="background-color:rgb(255,255,255);color:rgb(36,36,36);font-family:Arial, Helvetica, sans-serif;font-size:11px;"><i><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Aptos, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">, </span></i></span><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><i>Banking Transformed</i></span><span style="background-color:rgb(255,255,255);color:rgb(36,36,36);font-family:Arial, Helvetica, sans-serif;font-size:11px;"><i><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Aptos, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">, </span></i></span><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><i>One Vision</i></span><span style="background-color:rgb(255,255,255);color:rgb(36,36,36);font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Aptos, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">, and the </span></span><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><i>American Banker Podcast</i></span><span style="background-color:rgb(255,255,255);color:rgb(36,36,36);font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Aptos, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">. Jim co-founded the Fintech Book Club and serves on the board of the National Alliance for Financial Literacy and Inclusion, championing broader access and opportunity in financial services. In addition, Deluxe named him one of the 20 leaders in modern banking every community banker should follow.</span></span></p>
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Mission 4: Human Resources Track |
| Keather Snyder
<p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">Keather Snyder is the President and Chief Operating Officer at The Omnia Group, a leader in helping organizations optimize their talent selection, and continuously grow and inspire their workforce. Keather is a results-oriented leader with a track record of guiding organizations in cultivating the employee experience, engaging clients, and executing sales plans to drive business growth.</span></span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">For over 25 years she’s sold and built global sales teams, created innovative marketing strategies and led exceptional client delivery and professional services organizations.</span></span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">Prior to joining Omnia, Keather was with Deloitte Consulting, LLP leading Bersin Insight’s worldwide sales and client success team. While there she spoke at industry conferences and facilitated workshops on human capital trends and the future of work. At Omnia she continues to speak at industry conferences, client events and universities. </span></span></p>
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Mission 2: Executive Track |
| Keather Snyder
<p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">Keather Snyder is the President and Chief Operating Officer at The Omnia Group, a leader in helping organizations optimize their talent selection, and continuously grow and inspire their workforce. Keather is a results-oriented leader with a track record of guiding organizations in cultivating the employee experience, engaging clients, and executing sales plans to drive business growth.</span></span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">For over 25 years she’s sold and built global sales teams, created innovative marketing strategies and led exceptional client delivery and professional services organizations.</span></span></p><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:11px;"><span style="font-family:"Arial",sans-serif;">Prior to joining Omnia, Keather was with Deloitte Consulting, LLP leading Bersin Insight’s worldwide sales and client success team. While there she spoke at industry conferences and facilitated workshops on human capital trends and the future of work. At Omnia she continues to speak at industry conferences, client events and universities. </span></span></p>
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Lessons in Leadership |
| Herb Stapleton
<p><span style="font-family:Arial, Helvetica, sans-serif; font-size:10Pt;">Herb Stapleton is a partner at Dinsmore & Shohl, LLP in Cincinnati, Ohio, who focuses his practice on cybersecurity, data privacy, and complex investigations. Herb is a nationally recognized cybersecurity executive and former senior leader with the Federal Bureau of Investigation (FBI), who brings over 20 years of federal law enforcement and cyber operations experience to his legal practice. As a seasoned investigator and executive, Herb offers clients unparalleled insight into the rapidly changing landscape of cybersecurity, data privacy, and complex government investigations. </span></p><p style="font-size:10Pt;"><span style="font-family:Arial, Helvetica, sans-serif;">Most recently, Herb served as Special Agent in Charge of the FBI’s Indianapolis Field Office, where he led high-impact investigations that spanned cybercrime, national security, and public corruption. He has previously held several senior leadership roles at FBI headquarters in Washington, D.C., that involved the oversight of national programs targeting cyber threats and the management of multidisciplinary teams engaged in some of the country’s most sensitive and high-profile investigations. </span></p><p style="font-size:10Pt;"><span style="font-family:Arial, Helvetica, sans-serif;">Herb has helped victims navigate some of the most significant cyber breaches in U.S. history. His deep understanding of threat actors—ranging from hostile nation-states to sophisticated criminal enterprises—and operational experience provides his clients with strategic guidance and clarity of the highest level.</span></p>
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Mission 2: Legal Track |
| Kai Stinchcombe
<p style="margin:0in;"><span style="color:#333333;font-family:Arial, Helvetica, sans-serif;font-size:12px;">Kai Stinchcombe is the co-founder and CEO of True Link, a company that provides purpose-built financial products and experiences for families with complex needs. His experience building data-driven companies, combined with his desire to help vulnerable populations live their lives with dignity and independence, inspired him to launch True Link. Kai is a frequent speaker on innovation and financial services and served as a member of the President’s Working Group on Aging and Technology under President Obama. He holds an M.A. from Stanford and dual undergraduate degrees in History and Math & Computer Science from Colorado College.</span><o:p></o:p></p>
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Mission 4: Retail & Operations Track |
| Colin Taggart
<p class="MsoNormal"><span style="font-family:Arial;font-size:10Pt;">Colin has 16 years of IT audit experience working with community banks, including information security general control audits, regulatory reviews, and additional focused security assessments. Colin also has experience assisting with developing policies and procedures such as information security programs, incident response plans, and disaster recovery plans. Colin is also a Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), and Certified Public Accountant (CPA).<o:p></o:p></span></p>
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Mission 2: Compliance & Risk Track |
| Charlie Tudor
<p class="MsoNormal"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Charlie, a seasoned banking, and finance recruiter with a wealth of experience dating back to 1990, possesses an innate talent for recruiting that has been honed through various roles in the industry. His journey began as a recruiting manager for Modern Engineering, where he developed sharp skills in identifying and acquiring top talent. Later, he took on the responsibilities of a branch manager at Manpower, further refining his expertise in recruitment. In 2000, Charlie brought his extensive knowledge and skills to the Angott Search Group, where he has steadily climbed the ranks to his current position as Managing Director. Leading with a combination of talent, compassion, dedication, and a collaborative spirit, Charlie has become an instrumental figure within the organization. A proud graduate of Michigan State University, Charlie has dedicated his career to the banking and financial services industries. Specializing in mid-sized community banks, he focuses his search practice on key areas such as senior management searches for roles like President/CEO, Chief Credit Officer, and Senior Lender. His expertise extends to critical domains including risk management, credit management, special assets, and loan review.</span><span style="font-size:11.0pt;"><o:p></o:p></span></p>
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Mission 2: Human Resources Track |
| Barry Ward
<p class="MsoNormal"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="line-height:107%;">Barry’s position is Leader, Production Business Management. His focus includes crop economics and budgets, land economics, farmland values, cash rental rates, farmland lease issues, machinery economics, and federal & state tax issues.<o:p></o:p></span></span></p><p class="MsoNormal"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="line-height:107%;">Ward also serves as Director of the Income Tax Schools at the Ohio State University giving leadership to the planning, organizing and co-teaching of these schools for tax professionals as well as providing tax education on critical issues for Ohio’s agricultural sector.<o:p></o:p></span></span></p><p class="MsoNormal"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="line-height:107%;">He also teaches the undergraduate course AEDE 3104, Farm Business Management, and is a part-time farmer as a part of Ward Farms in Urbana, Ohio.</span></span><span style="font-size:14.0pt;"><span style="line-height:107%;"><o:p></o:p></span></span></p><div class="No_Spacing"> </div>
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Mission 2: Lending Track |
Sponsors
Exhibitors
Location Information
Greater Columbus Convention Center400 North High Street
Columbus, OH 43215
Hotel Information
The OBL Room Block at the Hyatt is fully booked. An additional room block has been added at the Sonesta. Please click here to reserve your room. Limited rooms remain!
The Sonesta is located across the street from the Hyatt/Convention Center, but there is an enclosed skybridge that connects the Sonesta and the Hyatt. The skybridge entrance in the Hyatt is located next to the doors to the Big Bar on 2. The rooms at the Sonesta are a comparable walking distance to and from programming as the rooms at the Hyatt.
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