Retail Banking Forum - Session III 2021 | Community Bankers Association of Georgia | 1 September 2021 | James Bates Brannan Groover, 231 Riverside Drive Macon

An Investment in Your Bank's Future! The Retail Banking Forum provides a platform and an opportunity for retail banking officers to exchange ideas freely and examine pressing issues in today's ever-evolving regulatory, cost-conscience, and results-driven environment. The agenda for each session is based on input from participants in the forum group and the facilitator. Also, subject matter experts will be brought in to cover specific pressing forum topics.

How the Forum Works...
• The Forum will meet three times during the year.
• Relevant Retail Banking "hot topics” will be discussed at each session. Participants are strongly encouraged to suggest topics of interest.
• Forum participants get the benefit of working with a seasoned facilitator on a cost-saving basis.
• Attendees share best practices and solutions for retail banking challenges.
• Each attendee receives a manual packed with tools, forms, templates.

Benefits of the Forum...
• Improve your effectiveness as Retail Banking Officer.
• Discuss current industry challenges with others in Retail Banking.
• Develop lasting relationships with other Retail Banking colleagues.
• Brainstorm and Solve your most pressing challenges.
• Deepen professional development and learning curve.
• Discuss with peers what does and does not work.
• Receive CPE credits and Certificates of Completion are available to participants.
• Much, much more!

2021 Speakers:

Lisa Berry
Senior Banking Consultant and Principal with Warren Averett

Mike Burke
Vice President at Actalent

Anetria Connell
Vice President at ProBank Austin

Christie Drexler
Senior Consultant and Facilitator for Performance Solutions, Inc

Patrick Dix
Former News Anchor

Carol Dodgen
Owner of Dodgen Security Consulting

Zach Duke
Founder and President of Cybersecurity Firm Finosec.

April Farlow
Speaker & Coach

Corrie Hall, Partner
James-Bates-Brannan-Groover LLP

S. Elizabeth Hall
Counsel, James-Bates-Brannan-Groover LLP

Leah M. Hamilton, JD
Vice President and Senior Consultant

Darla Harms
Leadership Coach, Speaker, and Trainer.

Ben Hayden
VP of Engineering at BriteCore

Doug Hensley
SVP, Managing Director - Consulting Division | CECL, ALLL, ALM, Risk Management

Craig Hirsch
Bank Examiner

Jeffery Johnson
President and founder of Bankers Insight Group, Decatur, Georgia

Teri Laudano
Senior Consultant at ProBank Austin

Holly Logue
President/CEO at Logue Advisory Group, LLC

David Luken
Vice President at ProBank Austin

Paul Lynch
CEO, Itarle AG

Ken Morrison
Cyber Risk Control Director at Travelers

Chris Nelson
Vice President of STS Group

Paul Perry
Member and Practice Leader of the Security, Risk and Controls Group

Jim Rumph
Helping Organizations Manage Technology and Information Security Risks

Aaron M. Scicluna
Chief Innovation Officer at Finosec

Bob Shellenberger
Senior Vice President / Correspondent and Wholesale Lending at Crescent Mortgage Company

John Sillay
Adams, Hemingway, Wilson, Rutledge Law, LLC, Macon, Georgia

Lisa Small
Compliance Principal

Philip Smith
President, Member of the Board of Directors of the Memphis-based Law Firm

​Natalie Straus, CRCM
Vice President and Senior Consultant at ProBank Austin

Vernon Tanner
Sr. V.P., National Compliance Manage

Michael White
James-Bates-Brannan-Groover-LLP

Skip Willcox
Vice President and Account Executive-GA & SC at Crescent Mortgage Company

Fowler Williams AMP, CMB
President & Chief Executive Officer Crescent Mortgage Company

INSTRUCTOR:

Dianne Barton
President, Performance Solutions Inc.

2021 Sponsor:

• ICBA

STRATEGIC PARTNERS:
• Process Maker
• CRA Partners
• Crescent Mortgage
• Eclipse
• Executive Insurance Agency Inc.
• Fitech
• Genesys
• Harland Clarke
• Holtmeyer & Monson
• ICBA
• JamesBates Brannan Groover LLP
• Kasasa
• Mauldin & Jenkins
• Point to Point Environment
• Intrafi Network
• QwickRate
• Shazam
• STS Group
• Travellers
• Warren Averett
• WIPFLI
• ACG
• Agora Eversole
• ATM Response
• BHR Consultants, Inc.
• CBIZ