Bank Board Training Forum 2023 | Bank Director | 11 September 2023 | JW Marriott Nashville, 201 8th Ave S, Nashville, TN 37203, USA

In response to the mounting pressures placed on the financial community, to provide members of a bank’s board with the skills and information needed to compete in today’s current environment.

This annual Forum was created for both inside and outside bank directors, CEOs, Chairs, CFOs, General Counsel, Chief Human Resources Officers, and senior management teams who regularly interact with a bank’s board.

Forum Topics Highlights Include:
• Audit & Risk Management
• Top Compensation Trends
• Corporate Governance
• Regulation Insights
• Incentive Plan Design

2023 Speakers

Curtis Carpente
Senior Managing Director, Hovde Group, LLC

Eve Rogers
Audit Partner, Crowe LLP

Matt Veneri
Head of Investment Banking, Janney Montgomery Scott LLC

Sydney Menefee
Partner, Crowe LLP

Leslie Schreiner
Chief Diversity, Equity & Inclusion Officer, FHLBank Atlanta

Mike Blanchard
CEO, Blanchard Consulting Group

Matt Brei
President, Blanchard Consulting Group

Chris Henkel
President, Finance. Risk. Unified

Aaron Taylor
CEO, Finance. Risk. Unified

Alan Kaplan
Founder & CEO, Kaplan Partners

Kristin McDonner
Partner, Crowe LLP

Loreen Lagatta
Principal, Pearl Meyer

James Stevens
Partner, Troutman Pepper Hamilton Sanders LLP

Mike Esterday
CEO & Partner, Integrity Solutions, LLC

Brandy Buckler
Partner, Forvis

Ashley Ensley
Partner, Forvis

Todd Carpenter
Senior Vice President, NFP

Robert Bondy
Partner, Financial Institutions Practice Leader, Plante Moran

Will Barrett
President & CEO, Bank of Tennessee

Mika Moser
CEO, At C Level, LLC

Frank Sorrentino
Chair & CEO, ConnectOne Bank

Brian Palmer
President, Olsen Palmer LLC

Mac Thompson
President & Founder, White Clay

Dan Kaufman
Partner, Meridian Compensation Partners, LLC

Peter Brady
Principal, Risk Consulting, RSM US LLP

Peter Weinstock
Partner, Hunton Andrews Kurth LLP

Beth Whitaker
Partner, Hunton Andrews Kurth LLP

Bryan Lemke
Partner, McLagan

Jeff Davis
Managing Director, Mercer Capital

Andrew Gibbs
Senior Vice President, Mercer Capital

Joshua Miller
CEO, The KeyState Companies

Eric Newell
EVP, Chief Financial Officer, Equity Bank

Shaun Bisman
Principal, Compensation Advisory Partners

Kelly Malafis
Founding Partner, Compensation Advisory Partners

Laura Hay
Lead Consultant, Meridian Compensation Partners, LLC

Daniel Rodda
Partner, Meridian Compensation Partners, LLC

Gayle Appelbaum
Partner, McLagan

Eric Corrigan
Senior Managing Director, Commerce Street Capital, LLC

Craig Sanders
Partner, Moss Adams LLP

Cindy Finnie
Chair of the Board, First Fed Bank

Thomas Flynn
Vice Chairman, HTLF Bank

Peter Smith
Chair of the Board, CNB Bank

Stephanie White
Senior Manager, Crowe LLP

Scott Petty
Partner, Chartwell Partners

Julie Bell
Leadership Advisory, Chartwell Partners

Garrett Adams
General Manager, Small Business & Treasury Management, nCino

Mac Thompson
President & Founder, White Clay

Deep Varma
Chief Technology Officer, Alkami Technology, Inc.

Greg Maurer
Chair of the Board, The National Bank of Indianapolis

Kimberly Ellwanger
Director, Heritage Financial Corporation

Kathy Baron
Vice President, Pearl Meyer

David Ruffin
Principal, IntelliCredit, A Division of QwickRate

Constance Brewster
Partner, Troutman Pepper Hamilton Sanders LLP

Emily Zimmer
Partner, Troutman Pepper Hamilton Sanders LLP

Christopher Olsen
Managing Partner, Olsen Palmer LLC

Billy Carroll
Founder, President & CEO, Smart Bank

Anne Tangen
President & CEO, BankFive

MODERATORS:

Michelle King
President, Bank Director

Emily McCormick
Vice President of Editorial & Research, Bank Director

Laura Schield
Chief Operating Officer, Bank Director

Naomi Snyder
Editor-in-Chief, Bank Director

Kiah Haslett
Managing Editor, Bank Director

Jack Milligan
Editor-at-Large, Bank Director

ADVISORS:

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

Dan Flaherty
Managing Director, Janney Montgomery Scott LLC

Laura Hay
Lead Consultant, Meridian Compensation Partners, LLC

Flynt Gallagher
President, Newcleus Compensation Advisors

Kevin Toomey
Partner, Arnold & Porter

Mark Kanaly
Partner, Alston & Bird LLP

Cory Kronheim
Partner, Crowe LLP

Kevin Schalk
Partner, Baker Tilly US, LLP

John Behringer
Partner, Risk Consulting, RSM US LLP

Anne Arvia
Principal, Cornerstone Advisors, Inc.

2023 Sponsors

• Agent IQ
• Alkami
• Alston & Bird
• AON
• Arnold & Porter
• AT C Level
• Bakertilly
• Balanced Comp
• Blanchard Consulting Group
• Chartwell Partners
• Chase CompGroup
• Commerce Street
• Compensation Advisory Partners
• Cornerstone Advisors
• Crowe
• Derivative Path
• FHL Bank Atlanta
• Finance Risk Unified
• Forvis
• Green Check
• Hovde Group
• Hunton Andrews Kurth
• Integrity Solutions
• Intelli Credit
• Janney
• Kaplan Partners
• Key State Renewables
• Mercer Capital
• Meridian Compensation Partners
• Mossadams
• Incino
• Newcleus
• NFP
• Nymbus
• Olsen Palmer
• Pearl Meyer
• Plante Moran
• RSM
• Troutman Pepper
• TruStage
• White Clay