Acquire or Be Acquired Conference 2022 | Bank Director | 30 January 2022 | JW Marriott Phoenix Desert Ridge Resort & Spa, 5350 E Marriott Dr, Phoenix, AZ 85054, USA

As in years’ past, This focuses on key board level issues, such as understanding short- and long-term risks, evaluating opportunities for transactions and reviewing compensation plans. In addition, we look ahead at the strength of the economy, explore paths to creating greater shareholder value and how the competitive landscape continues to evolve. Session highlights include:

• Strategic Merger Considerations
• Organic Growth Initiatives
• Modernizing a Bank’s Technologies
• Buying Assets & Capabilities
• Navigating the Competitive Environment

2022 Speakers

Al Dominick
CEO, Bank Director

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

Nathaniel Harley
CEO & Co-Founder, MANTL

Anthony Morris
SVP, Global Banking Strategy, nCino

Steve Williams
President & Partner, Cornerstone Advisors, Inc.

Robert Fleetwood
Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP

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

Peter Weinstock
Partner, Hunton Andrews Kurth LLP

Beth Whitaker
Partner, Hunton Andrews Kurth LLP

Mike Daniels
President & CEO, Nicolet National Bank

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

Van Dukeman
Chair, President & CEO, First Busey Corporation

Mark Rothschild
Regional Vice President, nCino

Brandon Koeser
Industry Analyst, RSM US LLP

Steve Kinner
Senior Managing Director, IntraFi Network LLC

Matthew Pieniazek
President & CEO, Darling Consulting Group

Gary Bronstein
Partner, Kilpatrick Townsend & Stockton LLP

Kevin Schalk
Partner, Baker Tilly US, LLP

Matt Veneri
Head of Investment Banking, Janney Montgomery Scott LLC

Eric Corrigan
Senior Managing Director & Head of the Financial Institutions Group, Commerce Street Capital, LLC

Sal Inserra
Partner, Crowe LLP

Robert Klingler
Partner, Bryan Cave Leighton Paisner LLP

Rilla Delorier
Director, Coastal Community Bank

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

Booshan Rengachari
Founder & CEO, Finzly

Neil Whittaker
CEO, Europe, Strategic Resource Management, Inc.

Dan O’Malley
Co-Founder & CEO, Numerated Growth Technologies

Curtis Carpenter
Senior Managing Director, Hovde Group, LLC

Brendon DiBella
Chief Revenue Officer, StreetShares, Inc.

Nikhil Lakhanpal
Co-Founder, Narmi Inc.

Benjamin Wallace
CEO, Summit Technology Group

Randy Johnson
President & CEO, Oakstar Bank

C. Robert Monroe
Partner, Stinson LLP

Dan Kaufman
Partner, Meridian Compensation Partners, LLC

Susan O’Donnell
Partner, Meridian Compensation Partners, LLC

Chris Cox
Chief Operating Officer, Apiture

Jennifer Dimenna
Vice President of Xpress Product, Apiture

Jason Rader
National Financial Services Industry Partner, BKD, LLP

Daryle DiLascia
Partner and Managing Director, Performance Trust Capital Partners, LLC

Neil Grayson
Partner, Nelson Mullins Riley & Scarborough LLP

Brennan Ryan
Partner, Nelson Mullins Riley & Scarborough LLP

Jon Tomberlin
Managing Partner, Dixon Hughes Goodman LLP

Craig Sanders
Partner, Moss Adams LLP

Scott Brown
Partner, Luse Gorman, PC

Lawrence Spaccasi
Partner, Luse Gorman, PC

John Moran
Chief Strategy Officer, Old National Bank

Ryan Rackley
Partner, Cornerstone Advisors, Inc.

Adom Greenland
COO, ChoiceOne Bank

Derik Sutton
Vice President of Marketing, Autobooks

Bill Burgess
Managing Director, Co-Head of Financial Services Investment Banking, Piper Sandler & Co.

Jonathan Talcott
Partner, Nelson Mullins Riley & Scarborough LLP

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

Rick Hall
Managing Director, Banking and Financial Services, BKM Marketing Associates, Inc.

Ken Levey
Managing Director, Empyrean Solutions, LLC

Bryan Ridgway
Senior Sales Engineer, Empyrean Solutions, LLC

Scott Petty
Partner, Chartwell Partners

Chad Hoffman
President & CEO, Richwood Bank

Mike Holt
Partner, Profit Resources Inc.

Van Hesser
Senior Managing Director and Chief Strategist, KBRA

Scott Anderson
Head of Investment Banking, Keefe, Bruyette & Woods, A Stifel Company

Joseph Berry
Co-Head of Investment Banking, Keefe, Bruyette & Woods, A Stifel Company

Ed Losty
Managing Director, D.A. Davidson & Co.

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

Frank Sorrentino
Managing Director, Financial Institutions Group, Stephens Inc.

Roberto Hernandez
Partner, PwC

Dean Nicolacakis
Partner, PwC

Marco Bernasconi
President, North Brookfield Savings Bank

Rob Heiser
Co-Founder & Executive Vice Chair, Segmint, Inc.

Patrick Ryan
President & CEO, First Bank

Brad Voss
EVP & CFO, Triumph Bancorp

Lowell Harrsion
Partner, Fenimore Kay Harrison LLP

Jonathan Hightower
Partner, Fenimore Kay Harrison LLP

Jackson McConnell
Chairman & CEO, Pinnacle Financial Corporation

Jude Melville
President & CEO, b1BANK

Patricia Ferrick
President, FVCbank and FVCBankcorp, Inc.

Kim Snyder
CEO & Founder, KlariVis

Michael Bell
Co-Chair, Financial Institutions Practice Group, Honigman, LLP

Jay Wilson
Senior Vice President, Mercer Capital

Joe Ehrhardt
CEO & Founder, Teslar Software

Laura Hay
Managing Director, Pearl Meyer

Christopher Olsen
Managing Partner, Olsen Palmer LLC

Chris Coleman
Senior Manager, Financial Services, West Monroe Partners

Dean Konick
Senior Principal, Financial Services, West Monroe Partners

Mark Ryerson
Attorney and Counselor, Howard & Howard

Joseph Silvia
Attorney and Counselor, Howard & Howard

Jude Sullivan
Attorney and Counselor, Howard & Howard

Dr. Sean Payant
Chief Strategy Officer, Haberfeld

Michael Bronson
Director, BMO Capital Markets Corp.

Rogier Kamerling
CFO, PrimeSouth Bank

Dan Krieter
Director, BMO Capital Markets Corp.

Emily McCormick
Vice President of Research, Bank Director

Jackie Wall
Vice President of Bank Services, Bank Director

Rick Childs
Partner, Crowe LLP

David Foss
President & CEO, Jack Henry & Associates, Inc.

Todd Nagel
President & CEO, IncredibleBank

Dale Oberkfell
President, Midwest BankCentre

Erik Skovgard
President & CEO, Lincoln Savings Bank

Dave DeFazio
Partner, StrategyCorps

Chris Pezalla
EVP, Chief Actuary, Newcleus

David Hall
Director of MX Catalyst, MX Technologies Inc.

Mary Kate Loftus
SVP and Director of Digital Banking, M&T Bank

Robert Flowers
Partner, Stinson LLP

Adam Maier
Partner, Stinson LLP

Matthew Schell
Partner, Crowe LLP

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

Kelly Crandell
Director of Software Products & Counsel, Compliance Systems LLC

Erin Simpson
EVP, Chief Operations Officer, Encore Bank

Heather Cozart
Partner, Dixon Hughes Goodman LLP

Rob Guilfoyle
Co-Founder of Abe.ai (an Envestnet Solution) & VP, AI Products, Envestnet, Inc.

Robert Azarow
Partner, Arnold & Porter

Ning Chiu
Partner, Davis Polk & Wardwell LLP

Christopher DeCresce
Partner, Covington & Burling LLP

Ira Robbins
President & CEO, Valley Bank

Eric Sprink
President & CEO, Coastal Community Bank

Craig Mancinotti
Managing Director, ProBank Austin

Richard Maroney, Jr.
Managing Director, ProBank Austin

Anthony Eppert
Partner, Hunton Andrews Kurth LLP

Brian Marek
Partner, Hunton Andrews Kurth LLP

Gerard O’Hara
Vice President, Global Accounts

Robert Toma
Managing Director, Financial Services Investment Banking, Raymond James Financial, Inc.

Bob Kottler
Director of Revenue, White Clay

Mac Thompson
President & Founder, White Clay

Laura Hamilton
Vice President, OTC Markets Group Inc.

Scott McComb
Chairman, President & CEO, Heartland Bank

Naomi Snyder
Editor-in-Chief, Bank Director

Joshua Carter
Partner, PwC

Daniel Goerlich
Partner, PwC

Jo Jagadish
Head of Corporate Products, Services & Innovation, TD Bank, N.A.

Jorge Sun
CEO & Co-Founder, LendingFront

David Ruffin
Principal, IntelliCredit, A Division of QwickRate

John Guzzo
Managing Director, Keefe, Bruyette & Woods, A Stifel Company

Kate Lynch
Managing Director, The PNC Financial Services Group, Inc.

Kamal Mustafa
Chairman, Invictus Group

Kelly Brown
CEO & Chair, American Deposit Management, LLC

Jeffery Kendall
Chairman & CEO, NYMBUS

AJ Malhotra
Principal, Insight Partners

MODERATORS:

Anton Schutz
President, Mendon Capital

Jack Milligan
Editor-at-Large, Bank Director

W. Kirk Wycoff
Managing Partner, Patriot Financial Partners, L.P.

Mike Butler
President & CEO, Grasshopper Bank

Michelle King
Chief Marketing Officer, Bank Director

Kara Baldwin
Partner, Crowe LLP

John Eggemeyer
Founder & Managing Partner, Castle Creek Capital LLC

Richard Adams, Jr.
President, United Bankshares, Inc.

Bob Newman
Managing Director, Chatham Financial

Gerrit van de Wetering
Director, BMO Capital Markets Corp.

Thomas Brown
CEO, Second Curve Capital, LLC

2022 Sponsors

• Adrenaline
• Affinity
• Agent IQ
• American Deposit Management Co
• Apiture
• Arnold & Porter
• Atlas
• Autobooks
• BakerHill
• Bakertilly
• Bank on Women inc
• BCC
• Bank Merger Marketing
• Banzai
• Barack Ferrazzano
• BHG
• BKD
• BMO
• Bright Fi
• Bryan Cave Leighton Paisner
• CDW
• Chartwell Partners
• Chatham Financial
• Cirrus
• CLA
• Commerce Street Capital
• Community Capital
• Compliance Systems
• Continental Stock Transfer and Trust
• Cornerstone Advisors
• Covington
• Crowe
• DA Davidson
• Davis Polk
• Derivative Path
• Diligent
• DHG
• Empyrean Solutions
• Envestnet
• Equifax
• EQ
• Fenimore Kay Harrison
• FHL Bank Atlanta
• FI Navigator
• Finzly
• GreenCheck
• Haberfeld
• HC3
• Honigman
• Hovde Group
• Howard & Howard
• Hunton Andrews Kurth
• IntelliCredit
• IntraFi
• Invictus Group
• Jack Henry
• Janney
• The Kafafian Group
• KBRA
• Keefe, Bruyette & Woods
• Kilpatrick Townsend
• Klarivis
• KBRA
• Lending Front
• Linear FT
• Luse Gorman
• MANTL
• Mercer Capital
• Meridian
• MJC Partners
• Moody's Investors Service
• Mossadams
• Murphy & Company
• MX
• Narmi
• Ncino
• Nelson Mullins
• Newclues
• Numerated
• Nymbus
• Oaknorth
• Olsen Palmer
• OTC Markets
• Pearl Meyer
• Performance Trust
• Piper Sandler
• Plinqit
• PNC
• ProBank
• Profit Resources
• Promontory Mortgage Path
• PwC
• Q2 Precision Lender
• Raymond James
• RSM
• S&P Global
• SBA Complete
• Segmint
• Sheshunoff & Co
• Stephens Inc
• Stinson
• SRM
• Strategy Corps
• Summit Technology Group
• Teslar Software
• Vedder Price
• West Monroe
• White Clay
• Z Suite Technology