FMS Forum Annual Conference 2021 | Financial Managers Society | 14 June 2021 | Washington Hilton Or Virtual, 1919 Connecticut Ave NW, Washington, DC 20009, USA

Providing two and a half days of education and networking sessions, The Forum is the only event of its kind dedicated exclusively to financial professionals from community banks, thrifts and credit unions. The Forum provides a variety of quality educational topics hand-selected exclusively by FMS members within the areas of finance, accounting, risk management/internal audit and strategic issues. This first-hand, tailored approach allows us to build a program that will not only address the challenges you face daily, but tailor the program based upon the needs of executives like you.

2021 Speakers

MODERATOR:

Thomas P. Vartanian
former regulator, attorney, professor, and author

PANELIST:

Diane Casey-Landry
Director, Cenlar

Jim Milano
Partner, Weiner Brodsky

Brad Rustin
Chair, Financial Services Regulatory Practice, Nelson Mullins

Karen Solomon
Senior Counsel, Covington

Joe Kennerson
Managing Director, Darling Consulting Group

Bob Newman
CFA, Managing Director/Mid-Atlantic Sales, Chatham

J.P. Shelly
Partner and Mandi Simpson, Partner, Crowe LLP

Jason Haley
Chief Investment Officer, ALM First

Barry Adcock
Financial Performance Strategist, Deluxe

Ryan Abdoo
Partner, Plante Moran

Scott Hildenbrand
Managing Director and Head of Piper Sandler Financial Strategies, Piper Sandler

Kelly MacConnell
Vice President - logicpath and Robert Lynch, Senior Vice President, National Financial Business Development, Loomis US

Ken Levey
Managing Director and Bryan Ridgway, Senior Sales Engineer, Empyrean Solutions

Dave Koch
Director, Abrigo

Danny Baker
Vice President - Marketing Strategy - Financial and Risk Management Solutions, Fiserv

Charles J. Frago, CPA
Principal, Wolf & Company, P.C.

Charles N. McQueen
President and Heather Schepperly, Vice President, McQueen Financial Advisors

Mark Scholl
Principal, Wipfli LLP

Francis Mitchell
SVP Strategic Finance, Bar Harbor Bank & Trust

David Ritter, MBA
Managing Director, ALM First

Christine Mills
Senior Director and Nathaniel Eidt, Senior Director, MountainView Risk & Analytics

Steven Nutt
CFO, Community National Bank and Trust of Texas

Claudio Garcia
Director, Enterprise and Digital Solutions and Mark Boettcher, Partner, Baker Tilly

Mike Guglielmo
Managing Director, Darling Consulting Group

Jennifer F. Burke, CPA, CRP, CFS
Partner, Crowe LLP

Richard C. Fay, CPA
Principal, Wolf & Company, P.C.

Taylor Nadauld
Chief Economist, nCino

Jeffrey Marsico
Executive Vice President, The Kafafian Group, Inc.

Shannon M. Beattie, CPA
Deputy Chief Accountant, Division of Risk Management Supervision, Federal Deposit Insurance Corporation

Alison L. Clark, CPA
Chief Accountant, Office of Examination & Insurance, National Credit Union Administration

Sydney Garmong, CPA
Partner, Crowe LLP

Jeffrey J. Geer, CPA
Associate Chief Accountant, Office of the Chief Accountant, Office of the Comptroller of the Currency

L. Allan Perraud, Professional Accounting Fellow, Division of Supervision and Regulation - Board of Governors of the Federal Reserve System (invited)

2020 PARTNERS:

PLATINUM:
• Crowe
• DCG

GOLD PARTNERS:
• deluxe BANKER'S DASHBOARD
• MountainView

SILVER PARTNERS:
• ARMADA
• EMPYREAN SOLUTIONS
• PIPER SANDLER
• plante moran
• SNODGRASS

BRONZE PARTNERS:
• ALM FIRST