Acquire or Be Acquired Conference 2020 | Bank Director | 26 January 2020 | Arizona Biltmore, A Waldorf Astoria Resort, 2400 E Missouri Ave, Phoenix, AZ 85016, USA

Regardless of where one’s bank falls on the buy, sell or remain independent spectrum, the 2020 Acquire or Be Acquired Conference helps bank CEOs, executives and board members plan for what’s ahead. Now entering its 26th year, this annual event features an expansive agenda with your bank’s entire senior team in mind. From strategic discussions around successful mergers, organic growth and building your bank’s value to in-depth examinations of digital strategies and innovations, this conference was created for ALL banks – no matter their size – looking to grow.

Focused on the Future – Session Highlights Include:

• Growing and Expanding Your Bank
• Building Your Bank’s Value
• Examining Digital Strategies and Investments
• Negotiating the Best Deal
• Making the Right Investments

Beyond M&A
This year’s agenda includes dedicated sessions for those executives responsible for digital strategies and technology partnerships vis-a-vis exclusive FinXTech sessions. Attendees of the FinXTech sessions participate in practical discussions on innovation, technology integration, digital growth strategies, blockchain opportunities and much more.

2020 Speakers

Al Dominick
CEO, Bank Director

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

Greg Carmichael
Chairman, President & CEO, Fifth Third Bancorp

Gary Norcross
Chairman, President & CEO, FIS

Daryle DiLascia
Head of Investment Banking, Performance Trust Capital Partners, LLC

Michael Rave
Partner, Day Pitney LLP

John Gosser
Sr., Director, Griffin Financial Group LLC

C. Robert Monroe
Partner, Stinson LLP

Kirk Hovde
Managing Principal & Head of Investment Banking, Hovde Group, LLC

Jonathan Talcott
Partner, Nelson Mullins Riley & Scarborough LLP

Jason Rader
National Industry Partner, BKD, LLP

Peter Weinstock
Partner, Hunton Andrews Kurth LLP

Beth Whitaker
Partner, Hunton Andrews Kurth LLP

Stephen Kinner
Senior Managing Director, Promontory Interfinancial Network, LLC

Matthew Pieniazek
President, Darling Consulting Group

David Hooper
Partner, Barnes & Thornburg LLP

Susan O’Donnell
Partner, Meridian Compensation Partners, LLC

Robert M. Fleetwood
Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP

Al Laufenberg
Managing Director, Keefe, Bruyette and Woods, A Stifel Company

Gary Bronstein
Partner, Kilpatrick Townsend & Stockton LLP

Timothy Reimink
Managing Director, Crowe LLP

Mika Moser
President, Bank Director

Steven Hovde
Chairman & CEO, Hovde Group, LLC

Steve Williams
President & Partner, Cornerstone Advisors, Inc.

Curtis Carpenter
Principal & Head of Investment Banking, Sheshunoff & Co.

Mark Kanaly
Partner, Alston & Bird LLP

Pierre Naudé
CEO, nCino

Dory Wiley
President & CEO, Commerce Street Capital, LLC

John Maxfield
Executive Editor, Bank Director

Karen Garrett
Partner, Stinson LLP

William Phelan
President, Paynet Inc.

Mark Solano
Head of Sales, Apiture

Megan Fox
Assistant Vice President, Moody’s Investors Service, Inc.

Nathaniel Harley
CEO & Co-Founder, MANTL

Barry Hester
Counsel, Bryan Cave Leighton Paisner LLP

Jack Milligan
Editor-in-Chief, Bank Director

Randy Greene
President, CEO & Vice Chairman, Bay Banks of Virginia, Inc.

Walter McNairy
Partner, Dixon Hughes Goodman LLP

Jon Tomberlin
Managing Partner, Dixon Hughes Goodman LLP

Bo Hughes
President & COO, Pinnacle Bank AZ

Amy Hysell
Senior Vice President & CIO, Arizona Federal Credit Union

Mike Thorell
Chairman & CEO, Pinnacle Bank AZ

Vincent Hui
Managing Director, Cornerstone Advisors, Inc.

John Gorman
Partner, Luse Gorman, PC

Lawrence Spaccasi
Partner, Luse Gorman, PC

Raphael Reznek
Chief Information Officer, Mascoma Bank

Mark Rothschild
Regional Vice President, nCino

Dave Mansfield
CEO, The Provident Bank

Frank Sorrentino
III, Chairman & CEO, ConnectOne Bancorp

Eric Sprink
President & CEO, Coastal Community Bank

Kelsey Weaver
Co-Founder & Chief Business Development Officer, Neocova

Mitchell Bleske
Executive Vice President & CFO, Bremer Financial Corporation

William H.W. Crawford
IV, Former CEO, United Financial Bancorp, Inc.

Keene Turner
CFO, Enterprise Bank & Trust

Bob Newman
Managing Director, Chatham Financial

Kara Baldwin
Partner, Crowe LLP

C. Malcolm Holland
Chairman & CEO, Veritex Holdings, Inc.

Dennis Hudson, III
Chairman & CEO, Seacoast Banking Corp of Florida

Jim Ryan
CEO, Old National Bancorp

Robert Klingler
Partner, Bryan Cave Leighton Paisner LLP

Timothy Kosiek
Partner, Baker Tilly Virchow Krause, LLP

Mika Moser
President, Bank Director

Peter Weinstock
Partner, Hunton Andrews Kurth LLP

Brian Carlson
President & CEO, SBA Complete, Inc.

Joseph Silvia
Partner, Howard & Howard

Kimberly Snyder
CEO & Founder, KlariVis

Van Hesser
Senior Managing Director, Head of Corporate and Financial Institution Ratings, Kroll Bond Rating Agency, Inc.

Scott Anderson
Managing Director, Co-Head Depositories Investment Banking, Keefe, Bruyette and Woods, A Stifel Company

Joseph Berry
Managing Director, Co-Head Depositories Investment Banking, Keefe, Bruyette and Woods, A Stifel Company

Sloan Deerin
Managing Director, Janney Montgomery Scott LLC

Chet Fenimore
Managing Partner, Fenimore, Kay, Harrison & Ford, LLP

Dan Flaherty
Managing Director, Janney Montgomery Scott LLC

Lowell Harrison
Partner, Fenimore, Kay, Harrison & Ford, LLP

Jonathan Hightower
Partner, Fenimore, Kay, Harrison & Ford, LLP

John Schramm
Managing Director, Janney Montgomery Scott LLC

Matt Veneri
Managing Director, Co-Head of Investment Banking, Janney Montgomery Scott LLC

Flynt Gallagher
President, Compensation Advisors: powered by Newcleus

Laura Hay
Managing Director, Pearl Meyer

Gerrit van de Wetering
Director, Interest Rate Management Solutions, BMO Capital Markets Corp.

Neil Hartman
Senior Director, Financial Services, West Monroe Partners, LLC

Thomas Fraser
CEO, First Mutual Holding Co.

Dan O’Malley
Founder & CEO, Numerated

Adam Mustafa
CEO, Invictus Group

Craig Mancinotti
Managing Director, ProBank Austin

Richard Maroney, Jr.
Managing Director, ProBank Austin

Kelly Potes
CEO, ChoiceOne Financial Services, Inc.

Brent Beardall
President & CEO, Washington Federal, Inc.

James Reuter
President & CEO, FirstBank

John Maxfield
Executive Editor, Bank Director

Dean Brown
EVP, Chief Information Officer & Head of Bank Operations, Union Bank & Trust

Mike Butler
President & CEO, Radius Bank

Kimberly Holzel
Partner-Elect, Goodwin Procter LLP

Aaron Silva
President & CEO, Paladin fs & The Golden Contract Coalition

John Jennings
Partner, Nelson Mullins Riley & Scarborough LLP

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

Matthew Switzer
Managing Director, Stephens Inc.

Andrea Usai
Associate Managing Director, Moody’s Investors Service, Inc.

Christina Churchill
Principal, RSM US LLP

Neil Hartman
Senior Director, Financial Services, West Monroe Partners, LLC

Sultan Meghji
CEO, Neocova

Rick Childs
Partner, Crowe LLP

Jack Milligan
Editor-in-Chief, Bank Director

Jonathan Ashe
Equity Analyst, Wellington Management Company LLC

John Eggemeyer
Founder & Managing Partner, Castle Creek Capital LLC

Anton Schutz
President, Mendon Capital

Michael Carter
Executive Vice President, Strategic Resource Management, Inc.

Eric Smith
Head of Community Financial Institution Sales, Fiserv, Inc.

Bill Burgess
Principal and Co-Head of Investment Banking, Sandler O’Neill + Partners, L.P.

Jeremy Newell
Partner, Covington & Burling LLP

David Sandler
Principal and Co-Head of Investment Banking, Sandler O’Neill + Partners, L.P.

Karen Solomon
Senior Of Counsel, Covington & Burling LLP

Rob Lee
Executive Vice President, Digital Banking Solutions, FIS

Daniel Serafin
Senior Vice President, Chief Information Officer, Avidia Bank

Aaron Silva
President & CEO, Paladin fs & The Golden Contract Coalition

John D’Angelo
President & CEO, Investar Bank

Christopher Olsen
Managing Partner, Olsen Palmer LLC

Tom Berdan
Chief Marketing Officer, DadeSystems

Dave DeFazio
Partner, StrategyCorps

Greg Demas
Senior Vice President, PrecisionLender

Jeff Davis
Managing Director, Mercer Capital

Jay Wilson, Jr.
Vice President, Mercer Capital

Robert Azarow
Partner, Arnold & Porter

Rory McKinney
Managing Director, Head of Investment Banking, D.A. Davidson & Co.

Thomas Brown
CEO, Second Curve Capital, LLC

Luigi De Ghenghi
Partner, Davis Polk & Wardwell LLP

William Taylor
Partner, Davis Polk & Wardwell LLP

Jack Milligan
Editor-in-Chief, Bank Director

Jeffrey Brand
Managing Director, Financial Services Investment Banking, Raymond James Financial, Inc.

Elizabeth Bloomer Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking, Raymond James Financial, Inc.

Anthony Eppert
Partner, Hunton Andrews Kurth LLP

Brian Marek
Partner, Hunton Andrews Kurth LLP

Craig Mancinotti
Managing Director, ProBank Austin

Richard Maroney, Jr.
Managing Director, ProBank Austin

Nimish Amin
Regional Sales Director, Diligent Corporation

Bill Fiske
U.S. Head of M&A and Contested Situations, Georgeson LLC

Neda Sheridan
Senior Vice President, Corporate Actions, Computershare Limited

Erik Schwendenman
Vice President, Business Development, Computershare Limited

Dustin Allen
Senior Director of Global Deposit Solutions, Nomis Solutions

Frank Rohde
President & CEO, Nomis Solutions

John Maxfield
Executive Editor, Bank Director

Richard Blumberg
Senior Vice President, Head of Corporate Development, SunTrust Banks, Inc.

Frank Sorrentino, III
Chairman & CEO, ConnectOne Bancorp

Joshua Carter
Partner, PwC

Patrick Hanchey
Partner, Alston & Bird LLP

Jack Milligan
Editor-in-Chief, Bank Director

Ronny Chapman
President, Compliance Systems LLC

Erin Simpson
SVP, Director of Corporate Compliance, First Security Bank

Rachel Copenhaver
Shareholder, Vedder Price

James Morrissey
Shareholder, Vedder Price

Junaid Zubairi
Shareholder and Chair of the Government Enforcement & Special Investigations Practice, Vedder Price

Patrick Koster
Managing Director, Investment Banking, Keefe, Bruyette and Woods, A Stifel Company

Robert Mendez
Vice Chairman, BankOnIT, LLC

Steve Hawk
Co-Founder & Co-CEO, Derivative Path, Inc.

Melanie Wheeler
General Counsel & Chief Compliance Officer, Derivative Path, Inc.

Jack Milligan
Editor-in-Chief, Bank Director

2020 Sponsors

• Alston & Bird
• Apiture
• Arnold & Porter
• Bakertilly
• BankOnITUSA
• Banzai
• Barnes&Thornburg LLP
• Barack Ferrazzano
• BKD CPAs & Advisors
• BMO Capital markets
• Broadridge
• Bryan Cave Leighton Paisner
• CDW
• Chartell Partners
• Chatham Financial
• CommerceStreet Capital
• Compliance Systems
• Computershare Georgeson
• Continental
• Cornerstone Advisors
• Covington
• Crowe
• D|A| Davidson Investment Banking
• Dade Systems
• Davis Pol
• Day Pitney LLP
• DBSI + CFM
• Deloitte
• Derivative Path
• DHG
• Diligent
• FHLBank Atlanta
• FI Navigator
• FIS
• Fiserv
• Fenimore Kay Harrison Ford
• Gallup
• Goodwin
• Griffin Financial Group LLC
• Harvest Savings & Wealth Technologies
• Hovde Group
• Howard & Howard
• Hunton Andrews Kurth
• ILS
• Invictus Group
• Janney
• Keefe, Bruyette & Woods
• Kilpatrick Townsend
• KlariVis
• Kroll Bond Rating Agency
• Luse Gorman
• Mantl
• Mercer Capital
• Meridian
• Moody's Analytics
• Mossadams
• Narmi
• Ncino
• Nelson Mullins
• Neocova
• Newcleus
• NFP
• Nomis
• Numerated
• Olsen Palmer
• Paladin FS
• PayNet
• Pearl Meyer
• Performance Trust Capital Partners
• Piper Jaffray
• Plingit
• Precision Lender
• PNC
• ProBank Austin
• Profit Resources Incorporates
• Promontory Interfinancial Network
• Promontory MortgagePath
• PwC
• Raymond James
• RSM
• S&P Global Market Intelligence
• Sandler O'neill Partners
• SBA Complete
• Sheshunoff
• Stephens Inc.
• Stinson
• Strategic Resources Management
• Strategy Corps
• Teslar Software
• VedderPrice
• Westmonroe
• Xamin