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Event Date | Wed May 18 EDT - Thu May 19 EDT (over 2 years ago) |
Location | Virtual |
Region | Americas |
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
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
2022 Sponsors
DIAMOND SPONSORS:
• OakNorth
GOLD SPONSORS:
• Finastra
• LightBox
• Numerated
• Risk Scout
• S&P Global
BRONZE SPONSORS:
• Co Star
• Debevoise
• Oliver Wyman
• Vertical IQ