Acquire or Be Acquired 2024 | Bank Director | 28 January 2024 | JW Marriott Phoenix Desert Ridge Resort & Spa, 5350 E Marriott Dr, Phoenix, AZ 85054, USA

This provides senior leadership teams with numerous opportunities to network with peers that share an interest in exploring financial growth opportunities, strategic initiatives and business partnerships. Entering our 30th year, this annual conference is widely regarded as the industry’s premier strategy event for a bank’s CEO, board of directors and their executive team seeking new growth opportunities.

Topical Discussions + Practical Insights
Acquire or Be Acquired sessions focus on key topics, such as:

• Balance Sheets and Valuations
• Building A Bank For the Future
• The Changing Technology Landscape
• Emerging Growth Trends and Opportunities
• Understanding Your Tech Stack
• Opportunities For Banking – Outside the Industry

Over the course of three days, bank officers and directors in the financial industry gain a better understanding of the economy, explore paths to creating greater shareholder value and focus on how the competitive landscape continues to evolve.

Technology Roadmaps + Partnerships
Attend dedicated sessions for executives responsible for digital strategies and technology partnerships vis-a-vis exclusive FinXTech Sessions. From ChatGPT and the changing technology landscape to digital growth strategies to core contracts, being the right partner and improved user experiences, Bank Director brings together many of the industry’s standout companies.

Network with Influential People
Acquire or Be Acquired provides senior leadership teams with numerous opportunities to network with peers that share an interest in exploring growth opportunities, strategic business initiatives and beneficial partnerships. Officers and directors from public and private financial institutions, leading fintech professionals, senior partners from law firms, top investment bankers, accounting partners, management consultants and investors comprise the audience in Arizona each and every year.

Who should attend?

With over 1,800 industry leaders joining us in 2023, this annual event is created specifically for those executives leading U.S. financial institutions, specifically Chief Executive Officers, Chair of the Board, Board Members, Presidents, Chief Operating Officers, Chief Financial Officers, Chief Risk Officers, Chief Compliance Officers, Chief Technology Officers, Chief Marketing Officers, Heads of Retail, Heads of Lending, Heads of Strategy and Senior Management of financial institutions.

2024 Speakers

MODERATOR:

Jack Milligan
Editor-at-Large, Bank Director

Rob Blackwell
Chief Content Officer & Head of External Affairs, IntraFi

Jim McAlpin
Board Member, Bank Director

Michelle King
President, Bank Director

Kiah Haslett
Banking & Fintech Editor, Bank Director

Lexie Grindstaff
Vice President of Business Development, Bank Director

SPEAKERS:

Michelle King
President, Bank Director

Laura Schield
Chief Operating Officer, Bank Director

Thomas Michaud
President & CEO, Keefe, Bruyette & Woods, A Stifel Company

Al Dominick
Partner, Cornerstone Advisors

Mandi Simpson
Partner, Crowe LLP

Robert Fleetwood
Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP

Al Laufenburg
Managing Director, Keefe, Bruyette & Woods, A Stifel Company

Michael Barry
Senior Managing Director, Head of Northeast/Mid-Atlantic Regions, Hovde Group, LLC

Will Curtiss
Director, Hovde Group, LLC

Lyle Alexander
Partner, FORVIS

Ashley Ensley
Partner, FORVIS

Josh McNulty
Partner, Hunton Andrews Kurth LLP

Beth Whitaker
Partner, Hunton Andrews Kurth LLP

Jill Castilla
President & CEO, Citizens Bank of Edmond

Dave Koch
Managing Director, Advisory Services, Abrigo, Inc.

Roy Young
SVP and Head of Mid Cap & Community Banking, U.S. Bank

Aaron Donaldson
Principal, Technology & Management Consulting, RSM US LLP

Brandon Koeser
Director, Risk Consulting, RSM US LLP

Anne Doligale
Vice President, Visa USA Inc.

Eric Corrigan
Senior Managing Director, Commerce Street Capital, LLC

John Roddy
Head of Financial Services Investment Banking, Raymond James Financial, Inc.

Matt Veneri
Head of Investment Banking and Managing Director, Financial Institutions Group, Janney Montgomery Scott LLC

Robert Azarow
Partner, Arnold & Porter

David Carlson
Head of Sales, MANTL

Peter Glyman
Managing Director, Corporate Strategy, Jack Henry & Associates, Inc.

Joe Ehrhardt
CEO & Founder, Teslar Software

Clayton Mitchell
Managing Principal, Crowe LLP

Justin Steffan
Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP

Erin Fonté
Partner, Hunton Andrews Kurth LLP

Jeff Nowicki
Vice President of Banking, Treasury Prime

2024 Sponsors

• Able
• Abrigo
• Adrenaline
• Agent IQ
• Alkami
• Allied Payment Network
• Alloy
• Amount
• Apiture
• Arnold & Partner
• ATCLevel
• Autobooks
• Baker Hill
• Baker Tilly
• Barack Ferrazano
• BHG Financial
• Biz2x
• Brean Capital
• CD Valet
• CDW
• Chartwell Partners
• Chatham Financial
• CLA
• Commerce Street
• Community Capital
• Continental Stock Transfer & Truist
• Cornerstone
• Crowe
• CSI
• DA Davidson Investment Banking
• Darling Consulting Group
• Davis Polk
• Derivative Path
• Dickinson Wright
• Direct Link
• DocFox
• Empyrean
• Encapture
• Endurance Advisory Partners
• FHL Bank
• FI Navigator
• Finance Risk Unified
• Finotta
• Finzly
• Fitch Ratings
• Forvis
• Freedom Holding Corp.
• Funding Circle
• Green Check
• Hartman Executive Advisors
• HC3
• Hovde Group
• Howard & Howard
• Hunton Andrews Kurth
• Integrity Solutions
• IntraFi
• Jack Henry
• Janney
• K&L Gates
• KBRA
• KBW
• Key State
• Kilpatrick Townsend
• Kinective
• KlariVis
• Launchpad Capital
• Lenders Cooperative
• Luse Gorman
• Mantl
• Mastercard
• Mercer Capital
• Meridian Compensation Partners
• Meridian Link
• Microsoft
• MJC Partners
• Moody's
• Mossadams
• Narmi
• ncino
• Nelson Mullins
• Newcleus
• NFP
• Numerated
• Nymbus
• Olsen Palmer
• OTC Markets
• Pearl Meyer
• Performance Trust
• Piper Sandlers
• Profit Resources
• pwc
• Q2
• R&T Deposit Solutions
• Raymond James
• REGO
• Rinaldi Advisory Services
• RSM
• S&P Global Market Intelligence
• SAS
• Shield Compliance
• Stephens Inc.
• Stinson
• Strategy Corps
• Teslar Software
• Torpago
• Treasury Prime
• True Digital
• TruStage
• VISA
• White Clay
• Wysh
• Zsuite Tech