Venue
Virtual

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed May 18 EDT - Thu May 19 EDT (over 2 years ago)
Location Virtual
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

KEYNOTE SPEAKERS:

Monica Bowe
EVP, CRO, Busey Bank

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

Bruce Erb
Director, Advisory, KPMG

Nancy Foster
President & CEO, RMA

Lorenzo Garza
Assistant Vice President, Supervisory Risk, Federal Reserve Bank of Dallas

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

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

Serena Owens
Deputy Regional Director, FDIC

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

Gerald Williams
Risk and Operations Officer, OCC

Justin Windschitl
Chief Risk Officer, Consumer and Business Banking, US Bank

EVENT SPEAKERS:

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

Cooper Ambjorn-Olsen
Wells Fargo - Head of Unsecured Credit Journey Intelligence | Credit Risk Director
Wells Fargo

Troy Anderson
Director, Mortgage and Lending Solution Sales, Finastra

Richard Barbercheck
EVP/Chief Lending Officer & President/Owner of Strategic Orientation, LLC, RiverHills Bank

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

Matt Bryant
EVP, Credit Administration, Frost Bank

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

Justin Chen
Principal – Finance & Risk; Consumer fairness and risk governance, 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

Michael Desimone
VP of Bank Products, Numerated

Laurie Foster
Credit Risk Program Director, RMA

Andrew Gabso
Senior Vice President | Risk Analytics Director | Consumer Credit | Head of Risk Measurement & Executive Analysis, Wells Fargo & Company

Fran Garritt
Director, RMA

Peter Grant
President, OakNorth

Scott Greenstein
Senior ESG Credit Product Specialist, S&P Global

Mei Guan
Partner – Retail & Business Banking; Regulatory and consumer compliance, Oliver Wyman

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

Pete Guilfoile
Former Chief Credit Officer, Comerica Bank

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

Tony Hejna
Chief Consumer Credit Risk Executive, KeyBank

Michael Johnson
Senior Advisor – Bank supervision and regulatory response, Oliver Wyman

Tim Kocher
Credit Transformation Director, Bremer Bank

Denis McLaughlin
EVP, CCO Consumer and Business Banking, PNC

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

Ram Narayan
SVP Credit Risk Management, Capital One

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

Medina Smith
Senior Solutions Consultant, Lending, Finastra

Dana Starns
SVP/Group Manager Commercial Loan Servicing and Letters of Credit, Commerce Bank

Abe Swartz
Vice President, Southeast Development, Alliance Partners

Caroline N. Swett
Partner Debevoise, Debevoise & Plimpton

Laura Wilson
Credit Risk Program Manager, RMA

Chen Xu
General Counsel- Financial Institutions, Debevoise & Plimpton LLP

OTHERS

Ryan Mcinerny
RiskScout

Sponsors & Partners

2022 Sponsors

DIAMOND SPONSORS:
• OakNorth

GOLD SPONSORS:
• Finastra
• LightBox
• Numerated
• Risk Scout
• S&P Global

BRONZE SPONSORS:
• Co Star
• Debevoise
• Oliver Wyman
• Vertical IQ