Venue
Omni Las Colinas Hotel
Omni Las Colinas Hotel, 221 Las Colinas Blvd E, Irving, TX 75039, USA

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Event Date Mon May 9 CST - Wed May 11 CST (over 2 years ago)
In your timezone (EST): Mon May 9 2:00am - Wed May 11 2:00am
Location Omni Las Colinas Hotel
221 Las Colinas Blvd E, Irving, TX 75039, USA
Region Americas
Details

This conference brings together individuals involved in the commercial lending process to strengthen skills for better understanding of clients and effectively communicating with them to add value and grow the relationship, learn ways to achieve the right balance in selling skills and credit acumen, discover best practices and tools to improve team performance, identify ways to help your team focus on opportunities in your bank’s risk appetite and gain insights to effectively partner with credit officers.

Target Audience:
Individuals involved in the commercial lending process from all size financial institutions. Some roles within the financial institutions include:
• Relationship Managers
• Commercial Loan Officers/Business Development Officers
• Senior Team Leaders/Lenders
• Underwriters and Portfolio Managers
• Chief Lending/Banking Officers
• Credit Officers

Session Topics:
• Regulator Panel
• Collaborative Relationship Management/Credit Teams
• Preparing for the Client Call
• Strong Borrower Communication Using Credit Acumen
• Building Strong Relationships with Portfolio Management and Credit Underwriters
• Economic Update
• Chief Risk Officer Perspective
• Specialty Lending/Sector Risks – Real Estate
• Fraud Risk

Speakers

2022 Speakers

Carrie Allison
SVP, Credit Administrator Northern Banking Group, South State Bank

Monica Bowe
EVP, CRO, Busey Bank

Christina Brounce
Head of Consumer and Small Business Risk, Bank of America

Matt Bryant
EVP, Credit Administration, Frost Bank

George Buchanan
EVP, CRO Consumer and Wealth Management & RMA Board Member, Regions Financial Corporation

David Byerman
Lead Consultant at Council on Licensure, Enforcement and Regulation, CLEAR

Justin Chen
Program Director at City Mental Health Alliance, Oliver Wyman

Joe Chow
Director, National Banking & Strategic Solutions, Bremer Bank

Candi Coleman
Head of Lender Strategy, LightBox

Matthew Crennan
Senior Portfolio Credit Risk Manager, SVP, Dime Community Bank

Bruce Erb
Director, Advisory, KPMG

Laurie Foster
Credit Risk Program Director, RMA

Nancy Foster
President & CEO, RMA

Fran Garritt
Director of Financial Risk, RMA

Lorenzo Garza
Assistant Vice President, Supervisory Risk

Brian Guffin
SVP, Group Credit Leader - Corporate Finance, Truist Financial

Gerald Hayes
SVP, Head of Commercial Portfolio Management, Regions Bank

Tony Hejna
Chief Consumer Credit Officer, KeyBank

Tim Kocher
Credit Transformation Director, Bremer Bank

S. Alan McKnight, Jr., CFA
Executive Vice President and Chief Investment Officer, Regions Asset Management

Meg Mueller
Senior Executive Vice President - Head of Commercial Business, Fulton Bank

Ram Narayan
SVP Credit Risk Management, Capital One

Michael Nassy
EVP and CCO, Chairman of Risk Management Association & RMA Board Chair, FVC Bank

Serena Owens
Deputy Regional Director, FDIC

Jehan Patterson
Counsel, White Collar and Regulatory Defense, Debevoise & Plimpton LLP

Bill Perotti
Chief Credit Officer, Frost Bank

Jessica Rascionato
Executive Vice President, Head of Portfolio Management & Underwriting, Citizens Bank

Tony Ross
Executive Vice President & Chief Credit Officer, Woodforest National Bank

Humberto Salomon
Managing Director | Global Head of Risk Analysis, Citigroup

Pankaj Seth
Chief Consumer Credit Officer & Head Of Enterprise Risk Intelligence, Bank of the West

Carol Severyn
Group Executive Vice President and Chief Risk Officer, Frost Bank

Caroline N. Swett
Partner Debevoise, Debevoise & Plimpton

Gerald Williams
Risk and Operations Officer, OCC

Laura Wilson
Credit Risk Program Manager, RMA

Justin Windschitl
Chief Risk Officer of Consumer, US Bank

Chen Xu
General Counsel- Financial Institutions, Debevoise & Plimpton

Sponsors & Partners

2022 Sponsors

DIAMOND SPONSOR:
• OakNorth

GOLD SPONSORS:
• Debevoise & Plimpton
• Finastra
• Huron
• Lightbox
• Numerated
• Oliverwyman
• RiskScout
• S&P Global Market Intelligence

BRONZE SPONSOR:
• Vertical IQ