Faculty – Partial List
James C. Ballentine
Executive Vice President of Congressional Relations and Political Affairs
American Bankers Association
James Ballentineis the Executive Vice President of Congressional Relations and Political Affairs for the American Bankers Association (ABA).
Mr. Ballentine, a 12 year veteran of the ABA, leads the association’s Congressional Affairs and lobbying group and is responsible for managing and directing ABA’s political operations and grassroots initiatives.
Prior to his current duties, Mr. Ballentine served as ABA’s Senior Vice President for Grassroots and Political Operations and as Director of the Center for Community Development. Prior to ABA, he served as the Associate Deputy Administrator at the U.S. Small Business Administration and as the Senior Advisor to SBA’s Deputy Administrator. Before SBA, Mr. Ballentine worked nine years on Capitol Hill as the Chief of Staff and Legislative Director (1993 – 1998) to former House Banking Committee member Maryland Congressman Albert Wynn and as Legislative Director (1989-1992) to former New York Congressman Frank Horton.
Joseph Bernstein Professor of
Wharton School of the University of Pennsylvania
Sigal Barsade is the Joseph Bernstein Professor of Management at the Wharton School of Business, University of Pennsylvania where she has been on the faculty for 9 years, and prior to that was a faculty member at Yale University for 10 years. Dr. Barsade has consulted to many large corporations across myriad industries such as Del Monte, GlaxoSmithKline, Magna PowerTrain, Merrill Lynch, the NBA, Oxford Health Plans, State Farm Insurance and Wyndham Worldwide; health care organizations; public and not for profit corporations such as Philadelphia Gas Works; as well as to small entrepreneurial organizations. The focus of her consulting practice has been on emotional intelligence, organizational culture, organizational change, teamwork and leadership.
Dr. Barsade is an award winning researcher and teacher whose academic expertise enables her to integrate cutting edge research tools and knowledge into her consulting practice. She has published in the top academic research journals in her field, and currently serves on the editorial boards of the Administrative Science Quarterly, Organizational Behavior & Human Decision Processes, and Organization Science. She is also often interviewed by, and has her research referenced in, the general media, such as the Wall Street Journal, New York Times, Business Week, Time Magazine, US News & World Report, International Herald Tribune, Forbes, LA Times, Oprah Magazine, Fast Company, Slate, ABC and CBS News as well as numerous national and regional news outlets. Her research and areas of expertise include:
- Emotional Intelligence
- Organizational Culture
- Leadership and Top Management Teams
- Emotions in the Workplace
- Group Dynamics
Rex Bennett, Ph.D.
Achieving Unlimited, Professor – University of San Francisco
Rex. Bennett received his Ph.D. from the University of North Carolina, Chapel Hill. He has been a Manager of International Financial Services for KPMG Peat Marwick and is Professor of Strategy and Marketing at the University of San Francisco and President of his own consulting firm, Achieving Unlimited.
He has extensive work and consulting experience in competitive strategy, marketing strategy, customer retention and acquisition, strategic planning, economic feasibility studies, and marketing research for a number of international, national, and regional/local firms. Among the clients: American Bankers Association, Bank of America, TSYS (Total Systems), Bank Marketing Association, Citicorp, Coit Industries, First Data, Kaiser-Permanente, KeyBanks, Kirchman Corporation, KPMG Peat Marwick, Medtronic, Risk Management Resources, Inc., Target Stores, the US Treasury Department, and the US Agency for International Development. Rex has substantial international experience in Europe and Asia.
Rex teaches at the ABA’s Stonier Graduate School of Banking and at several other graduate banking schools and programs. He has published articles on strategy, competitive advantage, and marketing in a number of journals and other publications.
Senior Consumer Regulations Specialist
Federal Reserve Bank of Philadelphia
Ken Benton is a graduate of Indiana University in Bloomington, Indiana, where he majored in finance, and a graduate of Tulane Law School in New Orleans, where he was a student editor of the Tulane Law Review. He is licensed to practice law in Pennsylvania. Before joining the Federal Reserve Bank of Philadelphia in 2005, he worked for law firms in the Philadelphia area, where his practice areas included consumer and commercial bankruptcies, commercial litigation, appeals, and trademarks. He has successfully argued appeals in federal and state appellate courts.
At the Reserve Bank, he is the editor of Consumer Compliance Outlook, a Federal Reserve System outreach publication focusing on issues for financial institutions in complying with federal consumer protection laws and regulations. He has also works on Community Banking Connections, a Federal Reserve System outreach publication focusing on safety and soundness issues for community banks.
In addition, Ken works on regulatory matters relating to compliance with federal consumer protection laws, provides training on compliance issues to field examiners, participates extensively in outreach activities with bankers, and registers trademarks with the U.S. Patent and Trademark Office for the Reserve Bank.
Ronald Best, Ph.D.
Professor of Finance Department of Accounting and Finance
University of West Georgia
Dr. Best is a Professor of Finance in the Department of Accounting and Finance at the University of West Georgia which he joined in 1998. He previously was a finance faculty member at Mercer University (1997-1998) and the University of South Alabama (1992-1997). He earned a BBA and MBA from the University of Georgia and a Ph.D. from Georgia State University. He has authored articles appearing in various academic journals including: The Journal of Finance, The Journal of Financial Research, The Financial Review, The Review of Quantitative Finance and Accounting, The CPA Journal, and The Journal of Economics and Finance.
Dr. Best is a faculty member at the ABA Stonier Graduate School of Banking, the Graduate School of Banking at LSU, the South Carolina Bankers School, and the Alabama Banking School. He has also taught seminars sponsored by the American Banking Association.
Mikelle Holt Brady
Profit Resources, Inc.
Mikelle Brady is Partner at Profit Resources, Inc. (PRI), a consulting firm founded in 1990. Over the last 26 years, the company has grown its consulting services to include: process improvement, profit enhancement, systems evaluation & selection, technology planning & implementation, and workflow management for over 200 banks in 22 states.
Mikelle’s banking career spans nearly 20 years, beginning at a bank in Cincinnati, Ohio, where she gained knowledge and experience in retail banking and customer service. After joining PRI 14 years ago, Mikelle immediately developed expertise in procedure documentation, workflow reengineering, and project management with large institutions in documenting payment processing risk, loan post closing reengineering, lockbox operations standardization, and billing.
With community banks, Mikelle works on the retail side of the bank improving process efficiency and organizational structure. For banks $250 million to $3 billion in assets, she implements a customer service model that provides a detailed scheduling tool for staffing to the half hour based upon customer traffic trends. Mikelle additionally leads and manages the PRI Customer Sales and Satisfaction Solutions for banks, which includes deposit retention & segmentation and a sales culture assessment & action plan.
Mikelle is an instructor at the ABA Stonier Graduate School of Banking (a Wharton School partner), teaching “Strategies for Increasing Non-Interest Income.” She has developed educational sessions that were delivered to hundreds of bankers on topics related to bank profitability.
Donald S. Buckless
Chief Lending Officer
Old Point National Bank
Of his twenty-eight years in banking, all have served the banking needs of individuals and businesses in Hampton Roads region in Virginia. His path through the ranks included ten years in retail banking and fourteen years in commercial banking. In 2012, he joined Old Point National Bank and was named its’ Chief Lending Officer in 2015. His lending experience includes, C&I, Non-Profit, Commercial Real Estate, Asset-Based, and Acquisition Lending. For the last sixteen years he has served as a 3rd-year Fellow at the Virginia Banker’s Association School of Bank Management.
Don resides in Williamsburg, Va.
Elective: Opportunities and Challenges in Commercial Real Estate
Terry Campbell, II, Ph.D.
Lerner College of Business and Economics, University of Delaware
Dr. Campbell is an Associate Professor of Finance in the Lerner College of Business and Economics at the University of Delaware. He received his Ph.D. and his undergraduate degree from Pennsylvania State University. He received his MBA from the Babcock Graduate School of Management at Wake Forest University.
Professor Campbell’s teaching and research interests are in the areas of corporate governance. His research has been published in leading finance journals such as the Journal of Business, Journal of Corporate Finance, Journal of Financial Intermediation, and the Journal of Financial Research. His work has been presented at the Conference on Bank Structure and Competition hosted by the Federal Reserve Bank of Chicago, the Financial Management Association meetings, the Australasian Finance and Banking Conference, the Conference on Corporate Governance in the Banking and Financial Services Industries sponsored by the Federal Reserve Bank of New York, the Journal of Financial Intermediation, and the Salomon Center and Department of Finance at New York University Stern School of Business, and the Eastern Finance Association meetings. He has also been the recipient of the award for Best Paper in International Finance from the Eastern Finance Association.
At the University of Delaware, he currently teaches courses in international finance and financial markets. He teaches international finance at the undergraduate, MBA and executive MBA levels and financial markets at the undergraduate level. He has also served as a faculty member for the Global Executive MBA program sponsored by the Copenhagen Business School in collaboration with INSEAD’s Center for Advanced Learning Technologies since 2001. In 2000, Professor Campbell attended the University of South Carolina’s Faculty Development in International Business Program.
Lisa H. Cannell
Owner & CEO
Talent Strategies and Solutions, LLC
Lisa has focused on the crucial link between talent and business success in experiences including:
- Recommending talent strategy and the needed Human Resources department structure and competencies for clients to support their strategic goals
- Defining and supporting public company CEO succession planning processes
- Assisting with the design, selection and development process for an executive team aligned with its CEO’s and Board’s vision for growth
- Partnering with business leaders to enhance performance results through their talent
- Leading workforce re-organizations, system implementations, upgrading of benefits and compensation programs, and managing employee relations issues and compliance with employment laws.
Lisa has led human resources teams in large and small, private and public companies and organizations, including:
- University of Virginia Darden Graduate School of Business, where she leads talent management and facilitates organizational development;
- StellarOne Bank, where she was a key player in the 2008 merger of equals, including rebranding of the company’s culture and 2013 acquisition planning for Union First Market Bankshares;
- SNL Financial where she revamped the compensation structure, initiated leadership development program and supported global operations; and
- State Farm Insurance, where she implemented talent programs as a training administrator, human resources field representative, corporate human resources business analyst, and a regional manager of recruiting, employee relations, benefits and credit union staff.
Lisa graduated Phi Beta Kappa with a B.A. in Psychology from the University of North Carolina at Chapel Hill and holds a certificate in Organizational Consulting and Change Leadership from Georgetown University. She earned her Charted Property Underwriter Designation and holds a Senior Professional in Human Resources certification. Lisa serves on the Board of Directors of the Thomas Jefferson Area United Way.
The Financial Training Group
An authority on credit risk, Mr. Carlin is President of the Financial Training Group and Managing
Partner in their E-learning subsidiary Eensight. He has worked with major banks over the last twenty years, designing and teaching credit related topics including: commercial credit skills, accounting for bankers, financial statement analysis, cash flow analysis, loan structuring and Trade Finance. His audiences include branch lenders, recent graduates going through the organizations basic credit training program and middle market lenders with many years of experience. Each program he designs and teaches is tailored to the individual customer with the products, procedures and culture of the organization incorporated into the course design. The complexity and intensity of the programs are adjusted to reflect the needs of the participants and the logistical training issues faced by the organization. He is the author of “Financial Statement Analysis, published by the American Bankers Association.
He has designed programs in credit analysis for Citibank, Wells Fargo, Capital One, Chase Manhattan Bank, First Tennessee, Flushing Savings Bank, Union Bank, and The Bank of China. As Managing Partner in Eensight, he has designed e-learning programs for banks such as US Bancorp and the Bank of Colorado.
Prior to establishing The Financial Training Group, Mr. Carlin was a Regional Director for Omega Performance Corporation for two years. He called on banks from New York to Maine and generated over $5 million in revenue.
He was also a Vice President with Bankers Trust in New York for six years. He was responsible for marketing credit and trade finance products to corporate clients and correspondent banks worldwide.
He also worked for First Pennsylvania Bank in Philadelphia for 5 years, where he managed a $50 million loan portfolio. His responsibilities included preparing country reviews, emphasizing the political and economic information which impacted investment decisions, preparing and analyzing credit facilities, and working with the syndications unit to evaluate deals and present recommendations to senior management.
Mr. Carlin has a Masters of International Management degree from The Thunderbird School of Global Management and a Bachelor of Arts Degree from Villanova University.
Vice President/Executive Director, Fund for Economic Growth
American Bankers Association
Elizabeth Coit serves as a Vice President at the American Bankers Association and the Executive Director for the Fund for Economic Growth. In this capacity, she is responsible for the operation and management of a multi-million dollar 501c4 organization. Prior to this role, Elizabeth oversaw the operation of several Federal Political Action Committees at other trade associations. Elizabeth earned her undergraduate degree from Virginia Tech and an MA in Political Management from George Washington University.
Lean Six Sigma Black Belt
PNC Financial Services Group
Lee is a certified Six Sigma Black Belt with PNC Financial Services, Inc. where he focuses on improving business and transactional processes across the enterprise. He also teaches employees about process improvement techniques and methodologies.
Lee has experience working in the technology and financial industries in various roles including engineering, management, and process improvement. He has lived and worked overseas in both Japan and Germany. He holds an undergraduate and master’s degree in Electrical Engineering from Clemson University, and received his MBA from Duke University.
Patrick Connell leads McLagan’s Corporate and Consumer Banking Consulting practice. Mr. Connell specializes in providing Performance/Reward guidance to a wide range of financial services clients. Mr. Connell’s areas of expertise include:
- Advising clients on pay, productivity, staffing and expense control issues.
- Designing compensation programs to support client business objectives.
- Managing comprehensive compensation and benefits reviews.
Mr. Connell joined McLagan in 1996 and has led engagements for major U.S. and foreign institutions including banks, capital markets institutions, financial advisory consulting firms and government sponsored enterprises. He is a frequent speaker at industry association events sponsored by the Mortgage Banker’s Association, Foreign Bank Forum and Institute of International Bankers, where he is a member of the Professional Liaison Committee.
Mr. Connell received a B.S. in Industrial and Labor Relations from Cornell University and an M.B.A. in Finance and Accounting from New York University’s Stern School of Business.
Charles D. Christy
Executive Vice President and Chief Financial Officer
CoastalSouth Bancshares, Inc.
Hilton Head Island, SC
Charles has been with Citizens Republic Bancorp, the largest bank headquartered in Michigan, since September 2002. His responsibilities include: Accounting, Finance, Treasury, Legal, Mergers and Acquisitions and Investor Relations. As the CFO of this turnaround bank, he was heavily focused on developing key processes and metrics for the new lines of business operating models, driving the changes needed to create a “fortress” balance sheet, and building the teams that would help the organization to grow to a large regional bank. He successfully increased Citizens’ transparency and clarity in all SEC reporting as well as presentations to the investment community, which resulted in almost doubling Citizens’ institutional investor base. In 2006, the bank doubled in size to $14 billion through an acquisition of a regional bank in Michigan. For the past three years, during the financial crisis, Charles has been focused on raising the needed capital and enhancing liquidity of the organization in order to thrive and survive in the worst economy in the U.S. His efforts generated over $1 billion in multiple forms of new capital and over $3 billion in excess liquidity. Having transitioned the bank back on the path towards profitability, he decided to resign from Citizens effective June 4, 2010 to pursue new opportunities in the south or southeast.
Prior to joining Citizens, Charles was with Bank One for over 12 years holding a number of key leadership positions as a CFO or Treasurer. His last role was to focus on the expansion of the Investment Management Group (IMG) through target acquisitions and strategic initiatives. IMG had over $155 billion assets under management. Prior to this position he served as the Treasurer of Bank One’s Retail line of business (LOB). This $90 billion LOB focused on all Bank One consumer products other than credit cards. His primary responsibilities included pricing, capital attribution, funding and funds transfer pricing, interest rate risk, secondary marketing, securitizations, loan purchases/sales, and mergers and acquisitions. Other positions held within Bank One included CFO of Bank One, Kentucky, CFO of Bank One, Lexington, and CFO of the Consumer Financial Services Division of Finance One which included a subprime finance unit, student lending, brokered home equity, Bank One Mortgage, and a tax anticipation loan unit.
Before joining Bank One, Charles was a Senior Manager with Deloitte & Touche and served for seven years as the National Functional Specialist for financial management, strategic financial planning and modeling, and capital financing consulting services in the Healthcare Industry. He also served as the Controller for five years, for a privately held retail/restaurant baking company that operated five bakeries in three states.
Charles is a graduate of Ohio University where he earned his B.B.A in Accounting and Finance. He also attended the ABA Stonier Graduate School of Banking, graduated with honors (1997), and his thesis, Leadership: How to Win in a World of Constant Change, was published and made library. He also published an article (1988) in Healthcare Financial Management magazine entitled Annual Financial Physicals: Just What the Doctor Ordered.
Federal Reserve Bank of Philadelphia
Kenneth Crenshaw is a Commissioned Bank Examiner at the Federal Reserve Bank of Philadelphia with a specialty in consumer affairs. Crenshaw has a dual major B.S in Finance and Business Management from Philadelphia University and has also earned a Financial Management Certificate from Temple’s Fox Business School. Of the twenty years served at the Federal Reserve Bank of Philadelphia, Crenshaw spent six in Supervision and Regulation, eleven in Retail Payments, and three in Financial Management Services.
While in Retail Payments, Crenshaw was instrumental in overseeing the largest check consolidation in the country as the Reserve System merged New York’s East Rutherford Check Operations Center into Philadelphia. Crenshaw also supervised the implementation of Check 21 for the Federal Reserve System’s third district. As an examiner, Crenshaw has conducted fair lending reviews on small and large complex institutions throughout the region. Crenshaw also led a high profile fair lending examination which resulted in a redlining case and was subsequently referred to the Department of Justice.
A native of Philadelphia, Crenshaw now resides in Delaware County with his wife of 14 years and his 8 year-old daughter.
Sandeep Dahiya, Ph.D.
Associate Professor of Finance
McDonough School of Business, Georgetown University
Dr. Dahiya is an Associate Professor of Finance at the McDonough School of Business, Georgetown University. After receiving his Ph.D. in Finance from New York University in 1999, he joined the faculty of Georgetown University. He took a leave of absence in 2001 to work for the Corporate Finance and Strategy practice of McKinsey & Company. His consulting work focused on advising Fortune 500 CEOs and CFOs on valuation and corporate finance issues. Prior to getting his Ph.D. he worked for ICICI Bank, the second largest bank in India.
He is widely published in the academic and financial press. His research program currently focuses on lending relationships between commercial banks and large corporations. He was among the four finalists for the Dorothy Brown Award given to outstanding faculty of Georgetown University. He has taught in the undergraduate, MBA and executive MBA programs at Georgetown University as well as at University of Basel.
Nancy Duling Consulting
Los Angeles, CA
Known for her upbeat, hands-on style, Nancy uses a practical approach in facilitating learning. She understands the universal truth – if business people, from front line employees to senior executives, are given relevant information in an engaging way, they will use it. From preparing new supervisors for their role, to helping executives deliver powerful presentations, to showing leaders how to increase their impact, this consultant draws from her personal corporate experience (warts and all!) to increase people’s personal effectiveness.
With expertise in interpersonal skills, leadership development and management development, this consultant designs and delivers both face-to-face and virtual training that sticks. She carries certifications by renowned organizations, such as FranklinCovey, AchieveGlobal, NetSpeed Learning Solutions, Fierce, Inc. and the TRACOM Group to deliver their highly regarded training programs. Additionally, she develops custom programs in the areas of performance management, presentation and facilitation skills. Learning solutions vary from 90 minute webinars using Adobe Connect or WebEx, to three day intensive off-site programs with 360 degree assessments.
Over the past 28 year, she has done work for 24 Hour Fitness, Allergan, Bank of America, Cisco Systems, Disney, Hewlett-Packard, Microsoft, Nike, and Hustler Hollywood, to name a few. She attended UCLA’s Certificate Program in Training and Human Resource Development and is a member of her local ATD chapter. She resides in Southern California with her husband of 35 years where they enjoy cooking, entertaining and playing board games with their 2 daughters, friends and family.
Mark M. Faircloth
Faircloth Performance Partners
Ocean Springs, MS
Mark Faircloth brings over three decades of experience as a successful banker and consultant to his work with Faircloth Performance Partners, an innovative network of professionals serving the banking industry with a range of services from management consulting to skills workshops.
Mark’s banking experience spans both the retail and commercial sectors, where he served in a variety of front line sales, management and marketing positions. He is an internationally recognized expert in the area of commercial relationship negotiations.
In addition to his day-to-day work with bankers and his role with the ABA in several strategic partnerships, Mark serves on the faculties of the Graduate School of Banking at Louisiana State University, the Southwestern Graduate School of Banking at Southern Methodist University, and several state banking schools.
Mark is a frequent speaker at industry conferences and his articles have appeared in several national and international financial publications. He is the author of two books on effective management.
Mark is a graduate of the University of Alabama and the Graduate School of Banking at Louisiana State University.
Executive Vice President
Amber Farley, Executive Vice President of FMS Social, is a well-known and respected teacher, presenter and thought leader on social media and digital marketing strategies for banks around the country. She teaches at the ABA School of Bank Marketing and Management and other statewide banking institutions and is also a regular speaker for ABA webinars and webcasts on social media best practices. Adding usability, meaning, structure, functionality and even fun to the brand experience, she reaches people the new-fashioned way, right at the moment of relevance.
Deputy Chief Economist
The PNC Financial Services Group
Augustine (Gus) Faucher is senior vice president and deputy chief economist of The PNC Financial Services Group. He is responsible for contributing to the preparation of PNC’s U.S. economic forecast and alternative economic scenarios. In addition, he contributes to PNC’s National Economic Outlook, Economic Releases, Market Expectations Survey, and Economic Outlook Survey of Small Business Owners reports. Faucher regularly presents on the economic outlook to PNC clients as well as business and civic groups.
Prior to joining PNC as senior macroeconomist in December 2011, Faucher worked for 10 years at Moody’s Analytics (formerly Economy.com), where he was a director and senior economist. He was responsible for running the firm’s computer model of the U.S. economy, edited a monthly publication on the U.S. economic outlook, covered fiscal and monetary policy, and analyzed various regional economies. Previously, he worked for six years at the U.S. Treasury Department, and taught at the University of Illinois at Urbana-Champaign. He was named senior vice president in March 2015 and deputy chief economist in February 2016.
Faucher is frequently cited in international, national, and regional media outlets including The Wall Street Journal and The New York Times. He has appeared on ABC World News, CBS Evening News, NBC Nightly News and Nightly Business Report; and is regularly featured on CNBC, CNN and Fox Business. In addition, he appears regularly on CBS Radio, NPR and Marketplace.
He serves on the board of directors of The Economic Club of Pittsburgh – the local chapter of National Association of Business Economics (NABE).
Faucher earned a Ph.D. in economics from the University of Pennsylvania, with concentrations in labor economics and public economics. He also has a B. A. in economics from Cornell University.
Pamela Freeman, CRCM
Senior Examination Specialist
Federal Deposit Insurance Corporation
Pamela Freeman is a Senior Examination Specialist for the Compliance & CRA Examinations Branch in Federal Deposit Insurance Corporation’s (FDIC) Division of Depositor and Consumer Protection in Washington, DC. Ms. Freeman has been with the FDIC for approximately 26 years, began her career in 1990 as a bank examiner in Louisiana and Arkansas, and also served as a Compliance Examiner in the Raleigh, North Carolina office. She has also served as an Acting Regional Director in Chicago and an Acting Chief of Internal Control and Review.
Ms. Freeman works on examination and enforcement issues involving various consumer protections laws, specializing in the Community Reinvestment Act (CRA), HMDA, and Fair Lending. In addition, she serves as an instructor for various examiner training courses within the FDIC, as well as speaking at many regulatory and industry conferences. Ms. Freeman is commissioned as an examiner in both risk management and compliance and is a Certified Regulatory Compliance Manager (CRCM). She is a graduate of the University of Arkansas and the Stonier Graduate School of Banking at University of Pennsylvania where she also received a Wharton Leadership Certificate. Ms. Freeman is a native of Louisiana but now considers Virginia her home.
Founding director of the
Wharton Leadership Program
Wharton School of the University of Pennsylvania
Stew Friedman has been on the Wharton faculty since 1984. He became the Management Department’s first Practice Professor in recognition of his work on the application of theory and research to the real challenges facing organizations. As founding director of the Wharton Leadership Program, in 1991 he initiated Wharton’s required MBA and undergraduate leadership courses. He also started and directs the Wharton Work/Life Integration Project; its mission is to develop leaders and enable change through action learning and applied research.
In 2001 Stew concluded a two-year assignment as a senior executive at Ford Motor Company, where he was director of the Leadership Development Center (LDC), running a 50-person, $25 MM operation. In partnership with the CEO, he launched a corporate-wide portfolio of initiatives designed to transform Ford’s culture, in which over 2500 managers per year participated. He brought his concept of “total leadership” to Ford Motor, which created measurable change in both increased business results and enriched lives. While Stew was at Ford, the LDC received major media attention (including profiles in Fast Company, Training and Development, and CIO). Near the end of his tenure at Ford, an independent research organization (ICEDR) identified the LDC as having achieved “global benchmark” status for leadership development programs.
Stew worked for five years in health care before earning his Ph.D. (1984) from the University of Michigan. He has published numerous books and articles on work/life integration, leadership, and the dynamics of change, including the widely cited Harvard Business Review article, “Work and life: the end of the zero-sum game” and, more recently, in the Academy of Management Executive, “The Happy Workaholic: a role model for employees.” Work and Family – Allies or Enemies? (co-authored with Jeff Greenhaus, Oxford University Press, 2000) was recognized by the Wall Street Journal as one of the field’s best. With Integrating Work and Life: The Wharton Resource Guide (Jossey-Bass, 1998), Stew edited the first collection of learning tools for building leadership skills for integrating work and life. His most recent book is the best-selling Total Leadership: Be a Better Leader, Have a Richer Life (Harvard Business Press).
Stew has consulted with a wide range of organizations and executives, including Jack Welch and Vice President Al Gore; he serves on numerous advisory boards; and he conducts workshops globally on leadership and the whole person, creating change, and strategic human resources issues. The recipient of numerous teaching awards, he appears regularly in business media (the New York Times cited the “rock star adoration” he inspires in his students), and was chosen by Working Mother as one of America’s 25 most influential men in having made things better for working parents.
Dr. Jacqueline Garner
John Nutie and Edie Dowdle Professor of Finance
College of Business, Mississippi State University
Mississippi State, MS
Georgia State University, Ph.D. (1998)
University of Alabama at Birmingham, MBA (1988)
Samford University, BS in BA (1984)
Dr. Jacqueline Garner has been at Mississippi State University since 2012. She is the John Nutie and Edie Dowdle Professor of Finance in the College of Business. She was previously an Associate Professor of Finance (with tenure) at the LeBow College of Business at Drexel University since 2002.
During graduate school, Dr. Garner worked as a financial economist at the U.S. Securities and Exchange Commission. After receiving her Ph.D. in Finance from Georgia State University in 1998, she joined the staff of the University of Rhode Island. She has held teaching appointments at the University of Delaware and Georgia State University. In 2007, she taught at Korea University in Seoul, Korea.
She has published in numerous academic journals such as The Journal of Finance, the Journal of Business, Journal of Corporate Finance, Journal of Banking and Finance, and Financial Management, among others. From 1999 – 2007, she regularly contributed to “The Wall Street Journal Finance Educators’ Review.” Her research focuses on corporate finance; more specifically she studies issues related to initial public offerings, corporate governance, and investment bank compensation. In April of 2014 she was awarded the College of Business Research Award at Mississippi State University.
Dr. Garner has won several teaching awards. On two occasions, the Lead MBA class at Drexel University has voted her “Favorite Professor,” and she was a fellow in the LeBow College of Business (Drexel University) Center for Teaching Excellence. In 2010, she won the prestigious Christian R. and Mary F. Lindback Award, a Drexel University wide award for excellence in teaching.
She has served on the board of Southern Finance Association and served as the VP-Financial Education for Financial Management Association as well as President and VP-Program for Eastern Finance Association. She is currently a trustee for Eastern Finance Association. She serves as the Executive Editor of FMA-Online and is the Associate Editor for five journals: Financial Review, International Review of Financial Analysis, Journal of Undergraduate Research in Finance, Journal of Applied Finance, and Journal of Risk Finance.
Brian is CEO and Board member of Alliance Partners. From 2008 to 2011, Brian was a partner in Blue Ridge Capital Management, LLC, a global asset manager with $7 billion in equity capital under management. From 2005 to 2008, Brian served at CapitalSource, where he led the transformation of the company into a bank. Previously, Brian held various leadership positions at Fannie Mae and was an investment banker at Morgan Stanley & CO. Incorporated. Brian has also served in government, both as the senior financial services aide to then Congressman Charles E. Schumer during the thrift crisis and as a staff member on the “Brady Commission” which investigated the causes of the 1987 stock market crash. Brian received his undergraduate degree from Harvard College and his MBA from Stanford University.
Vice President of Accounting & Financial Management
American Bankers Association
Assistant Vice President – Six Sigma Black Belt
PNC Financial Services
Larry has over 14 years of experience in process improvement leading Lean and Six Sigma initiatives, quality deployment efforts and training in the financial, manufacturing, and engineering industries.
Before joining PNC Larry worked for Fluor Daniel, a subcontractor to the Department of Energy, where he led numerous improvement initiatives. He later worked for Mansfield Plumbing Products as a Process Engineer.
Larry has worked 5 years as a Six Sigma Black Belt at PNC Financial Services where he performs curriculum development, training, mentoring Green Belt candidates, and facilitating continuous improvement projects across the company.
His education includes a B.S. degree in Natural Resources Management from The Ohio State University, and coursework toward an MBA in Organizational Leadership from the University of Findlay.
George Mason University
Charles Hoffman is currently an Adjunct Professor in the Economics Department at George Mason University. He retired in May of 2012 after 37 years with the American Bankers Association. He started his career at ABA as an Economist in the Economic Research Division. He spent 15 years as Director of the Stonier Graduate School of Banking. He also served as Director of the Institute of Certified Bankers and Director of the ABA Schools Division. He was in charge of launching and developing ABA’s online training business during the first 10 years of that effort.
He currently teaches courses on financial markets and monetary policy at George Mason University. He has a Bachelor’s degree in Agricultural Economics and a Ph.D. in Economics from the University of California at Davis.
Bronwyn Hoffmann, MA MST
Bronwyn Hoffman & Associates
Celebrating over 20 years of international consulting Bronwyn’s primary expertise is in executive leadership development and organizational behavior with specific emphasis on changing mindsets to develop high performance leaders and teams. With advances in the neurosciences taking leadership to new heights, Bronwyn’s approach to leadership incorporates the critical role of cognitive fitness and how to employ ‘brain boosters’ in organizations today.
Specializes in coaching C-Suite executives in the information technology arena, as well as the financial, educational and healthcare industries, Bronwyn incorporates emotional intelligence, neuroplasticity and networking to help leaders maximize their career opportunities and leadership potential in the global business world of today.
Bronwyn Hoffmann studied in South Africa where she obtained her first Masters Degree (Thesis: History of Child Adoption in South Africa 1923 – 1947). Thereafter she was awarded several scholarships to attend Oxford University in England. Her second Masters Degree in Taught Studies (M.St.) focused on Modern History, Statistical Methods and Computer Applications. She placed in the top 10% graduating from Oxford University with distinctions. Approached by Deloitte and Touche International Management Consultants after graduating she began her career in business consulting. She gained extensive experience in strategy, leadership, organizational restructuring and change management, in both the private and public sectors. This culminated in her receiving the Deloitte and Touche Extra Mile Award for outstanding Client Service. After 6 years at Deloitte and Touche she set up her own management consulting practice, Bronwyn Hoffmann & Associates, in South Africa operating on a national network basis. During this time she was on the faculty of the International Center for Management Development (ICMD – affiliated with the London School of Business and Economics) and was an associate director of Peter Laburn International (PLi) specializing in Strategic Change Management and Executive Leadership Development. In 1999 she expanded her business to the United States and Europe. The success of the tailored executive development programs she designs rests on the personal profiling platform established at the outset, to catapult the process into practical application. Since 1994, she has been an accredited user of the Belbin Team Profile diagnostic developed by Meredith Belbin (Henley College, United Kingdom) and subscribes to MHS for the BarOn Emotional Intelligence Inventory (designed by Dr. Reuven Bar-On, USA).
Balancing sound academic theory and practical application has been achieved through her active involvement as an adjunct instructor with the Gatton College of Business and Economics, University of Kentucky (1999 – 2002) and with the Crummer Graduate School of Business Rollins College (Orlando, Florida). She has been the lead in establishing programs with notable corporations such as Dimension Data Global, UBM, McGraw-Hill, Lexmark International, Disney World, Tupperware Brands Corporation, the Darden Group, Hilton Grand Vacations, Philips Invivo, and Merrill Lynch.
Bronwyn is active both at work and in play. In Oxford she rowed for the Lincoln College Ladies XIII and is a keen kayak and surf ski paddler. In 2006 she competed in the World Surf Ski Series.
Managing Driector, Risk Solutions Group
Eric has over 30 years of experience in the financial services industry, covering all areas of bank strategy and operations. He has developed risk management, executive reporting and information security programs and is skilled in creating operational efficiency and risk alignment.
Mr. Holmquist is also an author and international speaker on areas of risk management, technology, information security, change management, culture and compliance and is consistently rated one of the top speakers at industry conferences. He is a contributing author to three books on risk management, as well as over 50 published articles and manages two heavily visited risk management blog sites.
Profit Resources, Inc.
Mike Holt is Partner with Profit Resources, Inc. (PRI), a consulting firm founded in 1990. Over the last 26 years, the company has grown its bank consulting services to include: process improvement, profit enhancement, systems evaluation & selection, technology planning & implementation, and workflow management for over 200 banks in 22 states.
Mike’s 11 years of professional experience in banking and consulting have made him a lead revenue enhancement, interchange and EFT expert. He brings strength in Non-Interest Income, EFT Network analyses, EFT processing expense structure and contracts, debit card brand agreements, Information/Branch Capture implementation, service delivery modeling & implementation, and profitability analyses.
Mike’s proficiency in these areas have delivered measurable results in banks ranging in size from $180 million to $11 billion in assets. He has led non-interest income engagements that averaged over $1mm in revenue enhancement, providing recommendations that receive 85% approval and increase annual income by 56.4%.
In the current fluctuating and constantly evolving EFT environment, Mike has emerged as a top card expert. To aid bankers in understanding debit card profitability, Mike created the PRI EFT Network profitability model based on ATM, PIN-debit and SIG-debit card usage. The model is used to guide banks through contract decision and negotiation phases, as well as to analyze profitability between debit card networks.
Mike is an instructor at the ABA Stonier Graduate School of Banking (a Wharton School partner), teaching “Strategies for Increasing Non-Interest Income.” He has delivered educational sessions to hundreds of bankers on topics related to bank profitability.
President/COO and Founder
Betsy Hubbard, founder and COO/President of Mindset Digital, oversees product development and the design of the firm’s online courses. She and co-founder Debra Jasper, Mindset’s CEO, are passionate about creating and delivering highly visual, engaging presentations and stories-both online and in person.
They have provided keynotes/consulting to more than 30,000 people from Ukraine to Sweden-engaging crowds of over 3,000 at GAMA Lamp 2016 in Las Vegas and as last year’s national keynote speakers for KeyBank gave talks to thousands of business leaders in 17 cities across the country. As international speakers they have given keynotes to the Ukrainian Council of Ministers in Kiev, the Nordic Media Festival in Bergen, and taught Twitter at the Schibsted Academy for Journalists in Stockholm (they really like saying they’ve taught Twitter in Sweden).
Before starting Mindset Digital, Betsy and Debra spent seven years directing the Kiplinger Program in Public Affairs Journalism at Ohio State, where they launched the first social media fellowship for journalists in the nation-showing reporters from CNN, 60 Minutes, Washington Post, Los Angeles Times and other top newsrooms how to tell powerful stories on the latest channels (writing engaging tweets is a whole lot harder than it looks). They also taught graduate courses in the John Glenn School of Public Affairs on the impact of digital media on public affairs.
Betsy has a background in program design, research and grantmaking (giving away money is a really great job). As a Program Officer at The Pew Charitable Trusts, Betsy initiated a funding program on the civic engagement of young adults, overseeing millions of dollars of related research and projects, including innovative outreach campaigns conducted by Do Something and Rock the Vote. As a consultant, Betsy conducted research on organizational leadership and performance for clients such as the Brookings Institution’s Nonprofit Effectiveness Project and Grantmakers for Effective Organizations. Betsy has a master’s in public policy from the University of Minnesota and a bachelor’s in political science from Goucher College, with a year spent studying abroad at the London School of Economics.
Chairman & Chief Experience Officer
St. Meyer & Hubbard, Inc.
Named one of the nation’s top 100 most trusted business leaders by Trust Magazine, Jack Hubbard has shared his passion for what it takes to build trust-based sales initiatives for more than four decades. He has helped build Performance Cultures from Maine to Florida, Texas to California and all points in between. With more than 68,000 bankers personally trained and coached, Hubbard is one of America’s most sought after facilitators. An author, lecturer and classroom instructor, Hubbard’s expertise and out-of-the-box thinking put him in great demand when the subject matter is sales and sales management in business and commercial banking.
His humorous style and street savvy approach have taken him to 49 states where he has served as key note and breakout presenter for state and national banking associations. In 2016 Hubbard returns for his 31st year as a faculty member of ABA’s School of Bank Marketing and Management and his 16th year as an instructor for ABA’s Stonier Graduate School of Banking. He is a popular teacher at Graduate School of Banking in Madison, WI and Southwest Graduate School of Banking, as well as the North Carolina School of Banking, the Perry School of Banking at Michigan State University and the Pennsylvania Bankers Association Commercial Banking School.
Jack is Sales Editorial Advisor on the ABA Bank Marketing and Sales Magazine. His content can be seen in: RAIN Today, The American Banker, The Financial Brand, ABA Bank Marketing and Sales Journal, and RMA Journal. Hubbard is co-author of the bestselling book, Conversations with Prospects, which has become the standard for bank acquisition strategies.
Active on social media, Hubbard manages the popular Business Banking Network group on LinkedIn and tweets regularly.
Jack serves on the Board of Directors of St. Charles Bank & Trust, an $850 million community affiliate of Wintrust Financial in Illinois. He is Chairman of the bank’s Customer Experience Committee.
Phillip F. Hudson
President and CEO
Aspen Consulting Group, Inc.
Salt Lake City, UT
Phillip Hudson is President and CEO of Aspen Consulting Group, Inc., a Salt Lake City, Utah based consulting firm providing marketing and sales assistance to community and regional banks in the United States. Immediately prior to his current position, he served 16 years as Executive Vice President and Director of Retail Banking and Marketing for First Security Corporation. First Security was a $24 billion financial services company, operating 315 branches in Nevada, New Mexico, Oregon, Idaho, Wyoming, California and Utah prior to merging with Wells Fargo Bank in the fall of 2000.
Mr. Hudson has held a variety of executive positions, such as Senior Vice President, Lincoln First Bank, Syracuse, New York; President and CEO, First Virginia Bank of Tidewater, Norfolk, Virginia; and Executive Vice President, Horizon Bancorp, Morristown, New Jersey.
The author of numerous articles on banking, he is a frequent speaker at national and international conferences. Mr. Hudson co-authored a book entitled Sales Management for Retail Bankers published by Sheshunoff, and is also the co-author of a series of eight sales and service instructional booklets published expressly for community bank chief executive officers by the American Bankers Association. An acknowledged expert on banking technology and marketing issues, he has represented the industry at hearings conducted by both the U.S. Senate and the House of Representatives.
Mr. Hudson is the past Chairman of Star System, Inc., the largest regional ATM and point of sale network in the United States. He is a faculty member of the ABA Stonier Graduate School of Banking. Mr. Hudson is the Chairman of the Board of Directors of a multi-bank holding company based in Colorado Springs, Colorado, Chairman of the Board of Peoples Bank of Kansas based in Lawrence, Kansas and Chairman of the Board of Directors of Interbank 1, an Information Technology Company based in Colorado Springs. Colorado.
Mr. Hudson completed 6 years of active duty with the U.S. Army. He last served as a commissioned officer with the U.S. Army Special Forces during the Vietnam Conflict. He was awarded the Purple Heart and the Army Commendation Medal.
Mr. Hudson previously served on the Plus System Board of Directors and the Old Dominion University Board of Trustees, Norfolk, Virginia. He is past President of the Bank Marketing Association, Prevent
Blindness Utah and the Utah Pilots Association. He has also conducted USAID sponsored instruction for senior banking executives in Sarajevo, Bosnia-Herzegovina, Tbilisi, Georgia and Moscow, Russia,
Mr. Hudson received his B.A. in Psychology from Syracuse University. In 1976, he received a special commendation from President Ford for exceptional public service, and in July of 1991, he was the recipient of a special citation from the Aircraft Owners and Pilots Association for his “extraordinary contribution to the advancement of the nation’s air transportation system and aviation safety.”
Lauren Intinarelli, CPA CFA
Director, Financial Institution Advisory
Kennett Square, PA
With nearly 13 years of experience in finance, Lauren’s career has advanced through areas such as lending, credit, bank auditing, treasury functions, and capital markets. Currently, as Director of Financial Institution Advisory, she advises 120+ financial institutions on risk management strategies through the use of derivatives.
Her career trajectory has given her unique perspective on banking and finance which allows her to see a much broader picture of an institution. When problem solving, it’s this broader view that helps to create solutions that are multi-dimensional considering the impact across departments within an organization.
Lauren has demonstrated leadership abilities through board service, including as a Trustee for Make A Wish Foundation AK & WA. She would welcome board opportunities in the non-profit sector and small private companies. Please note: As a result of her prior experience as an auditor and a licensed CPA, she meets the definition of “Audit Committee Financial Expert” as set forth in Section 407 of the Sarbanes-Oxley Act of 2002.
Pamela Fennell Jacobs
Executive Managing Director, Digital Solutions
Pamela has recently been named the Executive Managing Director of Digital Solutions at Envestnet. In this role Ms. Jacobs will be responsible for digital advice strategy and defining the investor experience across all channels -Bank, Broker Dealer, RIA and Asset Manager.
Pamela has served as a long term consultant to Envestnet. She founded PFJ Consulting LLC in 2001 and has worked with wealth managers to provide actionable advice on entering new markets.
Ms. Jacobs has demonstrated success developing and implementing solutions for RIAs, Multi-Family Offices, Broker Dealers, Banks, TAMPS and Asset Managers. Pamela brings more than 30 years of global, financial services experience including significant leadership positions at SEI Investments, Fidelity Investments and Reuters.
Ms. Jacobs received a Bachelor of Science degree in Marketing from University of Maryland.
Anjanette M. Kichline, CRCM
Special Advisor, Supervision, Regulation and Credit Division
Federal Reserve Bank of Philadelphia
Anjanette Kichline is a Special Advisor in the Supervision, Regulation and Credit division at the Federal Reserve Bank of Philadelphia. Anjanette joined the Reserve Bank in November 2013, and works in the Consumer Compliance / Community Reinvestment Act Examinations Unit.
Anjanette began her career at the Federal Reserve Bank of Cleveland in 1998, where she worked as a consumer compliance examiner for six and a half years. Anjanette spent another six years at the Board of Governors of the Federal Reserve System in Washington, DC. During her time at the Board of Governors, Anjanette worked in many different capacities, developing and implementing examiner training, overseeing the supervision programs of Reserve Banks, and developing Interagency policies and guidelines. Prior to moving to Philadelphia, she spent just over two years at the Consumer Financial Protection Bureau (CFPB), working on the development of the Examiner Commissioning Program, and serving as a Field Manager for examiners in the CFPB’s Northeast Region.
Anjanette graduated from Duquesne University, and earned her MBA at Cleveland State University. She holds a Graduate Degree in Banking from the University of Colorado, and is a Certified Regulatory Compliance Manager (CRCM).
Luis G. Lobo
EVP – Manager Multicultural Markets
Winston Salem, NC
Mr. Lobo is the recipient of the 2015 Ellis Island Medal of Honor and the 2014 recipient of the National Society Daughters of the American Revolution Americanism Medal.
Luis Lobo serves as the Executive Vice President and Manager of Multicultural Markets for BB&T. Most recently he was President for BB&T’s Washington Metropolitan Region based in Washington, DC. He has worked for BB&T for 33 years.
A native of Costa Rica in Central America, he was raised in Lincolnton, NC. Mr. Lobo received a double major in economics and business administration in 1983 from Belmont Abbey College in the Charlotte area. He earned an MBA from Campbell University at Buies Creeks, NC; and received his degree with honors from the ABA Stonier Graduate School of Banking at the University of Delaware in 1998. He graduated from UNC-Chapel Hill in the Advanced Program in 1999.
Nationally he serves on the ABA Community Engagement Council and Foundation and was Chairman of the Board of Advisors of the American Bankers Association Stonier Graduate School of Banking. He is Chairman of the Board of Advisors of the Mid-Atlantic Hispanic Chamber of Commerce and the SECAB of the United States Hispanic Chamber of Commerce.
Mr. Lobo’s first book, It Is Your Attitude was published in 2004 by James and Brookfield, Atlanta.
Philip Mantua, CPA
Executive Vice President and Chief Financial Officer
Sandy Spring Bank
Phil Mantua is Executive Vice President and Chief Financial Officer for Sandy Spring Bank, a $3.0 billion community bank located in Olney, Maryland. Prior to becoming CFO, he served as Senior Vice President, Director of Managerial Accounting with Responsibility for Asset/Liability Management, Profitability & Performance Measurement, and Financial Planning. He joined the bank in May 1999, after spending 15 years with Olson Research Associates, an educational consulting firm located in Columbia, Maryland.
At Olson, Mr. Mantua developed financial planning systems, strategic plans, and asset/liability management policies for financial institutions. He also provided Board and Executive Management level education and consulting services to a wide variety of financial institutions. He is a frequent speaker at various industry-based seminars and workshops on topics such as interest rate risk, financial performance analysis, and overall risk management.
Mr. Mantua is a former faculty member for the Harry Blythe School of Banking, the Mississippi School of Banking, and the Midwest School for Community Bankers. He is currently a faculty member of the Maryland Banking School, the CFT Branch Management School and the Center for Financial Training- Mid Atlantic. He is a member of the Maryland CPA Association and the American Institute of CPAs. He is also a board member of the Association for Management in Financial Services (AMIfs).
Mr. Mantua is a CPA and earned his accounting degree from Benjamin Franklin University in Washington, DC.
Aneil K. Mishra, Ph.D.
Thomas D. Arthur Distinguished Professor of Leadership
College of Business
East Carolina University
Aneil is an internationally recognized and widely published thought leader, educator, and consultant in the areas of trust, leadership, organizational culture and effective change. He has developed and taught executive programs in leadership and organizational development with a number of leading companies in the U.S., Turkey and South America. His clients have included Abbot Labs, Coca-Cola Içecek, DC Bar Association, Lenovo, Sanofi, and several medical schools.
Aneil is the Thomas D. Arthur Distinguished Professor of Leadership at East Carolina University.
He has been a business school professor at Duke University, Wake Forest University, and Penn State University. He has taught in Executive Education programs through the University of Michigan and has been an executive coach through Duke Corporate Education. He currently serves on the board of directors of the Carolina Headache Foundation.
Aneil’s research has been widely published and he is regularly featured in the Wall Street Journal. He is also a contributor to Entrepreneur.com and IvyExec.com.
Aneil is a graduate of Princeton University and the University of Michigan Ross School of Business.
Dr. Mario Moussa
Wharton Strategic Persuasion Workshop
Mario Moussa is a noted author, keynote speaker, and management consultant who advises senior leaders about top team effectiveness, organizational culture, and large-scale change initiatives. He has delivered workshops on leadership, strategic persuasion and collaboration to thousands of executives in New York, San Francisco, Beijing, Shanghai, Mumbai, Sao Paulo, London, Istanbul, and other major cities around the world. His work has been featured on National Public Radio as well as in leading publications, including Time Magazine, Business Week, U.S. News and World Report, Fortune, Forbes, Inc., Entrepreneur, The Economist, The Financial Times, and The Philadelphia Inquirer.
Mario is the co-creator of Wharton Executive Education’s Strategic Persuasion Workshop: The Art and Science of Selling Ideas. He has also led the design of customized leadership development programs for organizations in a wide variety of sectors, including financial and professional services, pharmaceuticals, energy, healthcare, higher education, and government. By connecting the classroom and the boardroom, he closes the gap between cutting-edge research and business experience. His work is based on simple, repeatable techniques that deliver results in today’s turbulent economic climate.
For over ten years, Mario was a Principal at CFAR, a management-consulting firm that started as a research center at the Wharton School and spun off to become independent. He was co-leader of CFAR’s practice in Collaboration and Negotiation. His consulting clients have included many of the most prominent global organizations.
In his latest book Committed Teams: Three Steps to Inspiring Passion and Performance, he and co-authors Madeline Boyer and Derek Newberry use vivid stories and extensive first-hand observations from Wharton’s Executive Development Program (EDP) to describe a process for building great teams. Mario’s first book The Art of Woo: Using Strategic Persuasion to Sell Your Ideas, co-written with G. Richard Shell, has been critically acclaimed for its clear and effective methodology.
President & CEO
Liberty Corner, NJ
Donald founded FinPro, Inc. in 1987 as a consulting firm located in New Jersey that specializes in providing advisory services to the financial institutions industry.
Donald has a broad background in strategic planning, asset/liability management, market feasibility assessments, de novo bank formation and investment banking. Besides his consulting experience, he has solid industry experience, having worked for two multi-billion asset financial institutions.
Donald has significant de novo experience as a founder, significant shareholder and Board member. He helped form Nittany Financial Corporation in 1998 and served as Audit Chairman until the Bank was sold in 2006. He also is a significant investor in other de novos.
Donald has provided expert testimony on financial institution matters for the Federal Bankruptcy Court, the Office of Thrift Supervision and the United States Attorney’s Office.
Donald is a frequent speaker on financial institution related topics and has assisted trade groups such as the ACB, ABA, CSBS and numerous State Organizations in various activities. He is on the faculty of Stonier Graduate School of Banking, teaching Strategic Planning and Mergers and Acquisitions. Donald also teaches at the Graduate School of Bank Investments and Financial Management at the University of South Carolina and teaches at the Graduate School of Banking at Colorado, where he teaches Planning. In addition, Donald serves on the dean’s advisory council for the Villanova School of Business.
Donald earned a B.S. in Finance from Villanova University and a M.B.A. in Finance from Fairleigh Dickinson University.
President and CEO
American Bankers Association
Olson Research Associates, Inc.
Paul R. Osborne, CPA, CPO, AMLP
Paul is a Partner in the Regulatory Compliance Risk group and has over 30 years’ experience in the banking industry, mostly with large multi-state bank holding companies. He is responsible for directing the development and support of regulatory advisory services, including consumer compliance and BSA/AML, and terrorist financing risk assessments.
Paul’s experience focuses on the banking sector, including compliance risk assessment projects, transaction lookback investigations, fair lending assessments, compliance management program assessments and BSA audits.
Paul holds professional affiliations with American Institute of Certified Public Accountants, California, Illinois and Indiana Society of CPAs, American Bankers Association National Compliance Conference Planning Board, Association of Certified Anti-Money Laundering Audit School and Sam Houston State University – Compliance Curriculum Development.
Education and Certifications:
Bachelor of Arts – Accounting
University of Illinois | Urbana-Champaign, IL
Certified Privacy Officer
Southern Methodist University | Dallas, TX
Anti-Money Laundering Professional
Certified Public Accountant (CA, IN, IL)
Certified Anti-Money Laundering Specialist
John Oxford, CFMP
Director of Corporate Communication and External Affairs
John Oxford didn’t choose marketing as a profession; it chose him. At age 17, Oxford found his first job as a taste tester and commercial viewer for Nabisco. Taste-testing snacks and cookies while watching commercials to ensure the message and products match was a great gig, but there are only so many Nutter Butters and Oreos a young man can eat during the summer. Therefore, Oxford decided not to jump straight to the pros and instead went to college.
Fast forward to today, Oxford now uses his well-honed skills in brand messaging as director of corporate communication and external affairs with Renasant Corporation, the parent of Renasant Bank, with assets of approximately $8.7 billion (soon to be $10 billion through M&A), 2,200 employees and more than 175 locations in the Southeastern United States: www.renasantbank.com.
In addition, Oxford is the marketing section instructor at the University of Mississippi’s Banking School and host of the bi- weekly marketing podcast www.marketingmoneypodcast.com. He is a member of the ABA’s Marketing Conference Board.
Prior to joining Renasant, Oxford lived in Washington, D.C., where he served in the administration of President George W. Bush as a legislative assistant and public affairs aide to the Executive Office of the President for both the Office of Management and Budget and the Department of Health and Human Services. Oxford is also a former commercial spokesperson for Cellular South (now C Spire Wireless), the largest privately-owned mobile phone network in America.
A fan of life-long education, Oxford received his Certified Financial Marketing Professional designation from the Institute of Certified Bankers (’07) at Northwestern University in Evanston, IL, his master’s degree in Government (’06) from the Johns Hopkins University in Baltimore, MD, and his B.A. in Communication and minor in Political Science (’99) from the University of Tennessee in Knoxville.
Oxford serves his community as Chairman of the Autism Center of North Mississippi. He is also past Chairman of the Tupelo Redevelopment Agency and past Executive Board Member and Communication Chairman for the Northeast Mississippi United Way. He formerly served (’06-09) as a First Lieutenant in the Mississippi State Guard, and was named Top 40 under 40 in Mississippi in 2007 by the Mississippi Business Journal.
He and his wife, the former Emily Black, make their home in Tupelo, Mississippi, with their three very active children, a dog, two cats and whatever else needs a home.
The Robert J. and Mary Ellen Darretta Endowed Chair in Finance
Jason Painley, CPA, CRMA
Chief Risk Officer, Senior Vice President
Park National Corporation
Jason Painley, a Certified Public Accountant (CPA), joined Park National Corporation (PRK) in 2011. As the Chief Risk Officer, Jason chairs the Management Risk Committee and assists the Board Risk Committee in providing oversight to the organization’s enterprise risk management activities. Jason also coordinates PRK’s capital stress testing process and participates in cross-functional initiatives involving regulation and corporate governance.
Prior to joining PRK, Jason worked in financial institution supervision and regulation at the Federal Reserve Bank of Cleveland. In that capacity, Jason chaired the Federal Reserve System’s Loan Accounting Workgroup and contributed to several System-wide initiatives, including the 2010 capital stress test review. Additionally, Jason participated in examinations of financial institutions.
Jason is the President and Board Chairman for a non-profit organization which educates families on child safety and parenting skills. He serves on the board for the Central Ohio Chapter of the Risk Management Association and is an active member of the Ohio Society of Certified Public Accountants.
Jason earned a bachelor’s degree from Kent State University, an MBA from John Carroll University, and has a Certification in Risk Management Assurance (CRMA).
Herrmann International and Genos Americas
Lake Lure, NC
Anthony brings more than three decades of corporate and consulting experience in the areas of executive coaching, organizational effectiveness and leadership development. His client list includes: BlackRock, Gymboree, Burlington Stores, Fitbit, VMware, Nike, Sensata Technologies, the NFL, Cirque du Soleil, IBM, EBay, PayPal, Microsoft, Pfizer, American Express, the UN, the CIA, the Department of Defense, Victoria’s Secret, Cisco, Biogen, Eli Lilly, and Logitech.
Anthony specializes in coaching CEOs of Fortune 1000 companies and the executives that report into them. In addition to coaching, he designs and facilitates executive team off-sites and leadership summits.
Anthony teaches in the Executive Education Program at the Wharton School of Business. He has extensive expertise in the field of leadership development assessments (personality, emotional intelligence, leadership impact, 360s and thinking styles) and has trained and certified over 2,000 facilitators, executive coaches and therapists in use of these technologies. He has led efforts in the design, development and delivery of customized, enterprise-wide leadership development programs. Some of the courses he developed and delivered include: Sets Strategy and Drives Results, Leveraging Unconscious Bias to Make Better Business Decisions, Brings Out the Best in People, Client and Market Insight and Builds Process and Organizational Excellence.
He spent six years working abroad in Europe, Asia and the Caribbean coaching leaders how to effectively manage in global environments. He is conversant in French.
Anthony is a licensed, clinical psychologist in the state of California and has a clinical practice in San Francisco working with individuals and couples in a therapeutic capacity.
Anthony has a BS degree in Chemical Engineering, a BA in Biochemistry, MAs in Graphic Arts and French Literature and a Ph.D. in Psychology.
In his free time, Anthony is a documentary filmmaker, enjoys traveling with his partner and hanging out with their many animals.
Financial Marketing Solutions
As President and CEO of Financial Marketing Solutions (FMS), Tim speaks at state and national banking associations around the world, drawing on more than 28 years of experience implementing strategic branding and marketing campaigns for banks. A prolific traveler, coveted consultant, insightful teacher and sought-after speaker, Tim is a graduate of the ABA School of Bank Marketing & Management and is on the faculty of the ABA Stonier Graduate School of Banking, The LSU Graduate School of Banking and the Virginia Bankers School of Bank Management.
Heidrick & Struggles
Roch Parayre is a partner in Heidrick & Struggles’ Philadelphia office and a member of the Leadership Consulting Practice. He was previously a senior partner at Decision Strategies International, a global strategy and leadership development advisory firm acquired by Heidrick & Struggles in 2016, where he also led the Blue Ocean Strategy Practice.
A strategist and master teacher, Parayre has advised organizations on five continents across a broad spectrum of industries, helping them grow and transform their businesses. He is an expert and conducts executive education seminars on the topics of decision-making, scenario planning, innovation, and strategy. Parayre teaches in executive education programs at Wharton Executive Education, at CEDEP and INSEAD in France, for Duke Corporate Education, and at the Tuck School of Business at Dartmouth College. He was previously a senior fellow at the Mack Institute for Innovation Management at Wharton and a faculty member at the Cox School of Business at SMU, where he won numerous MBA teaching awards. His published works are in a variety of academic journals, industry reports, and trade publications.
Parayre holds a bachelor of science magna cum laude in applied mathematics from the University of Ottawa, a master of science in engineering-economic systems from Stanford University, and a PhD in business strategy from the University of British Columbia.
Christine L. Pierson
NexGen Technology Solutions, LLC
Kansas City, MO
Throughout her career, Christine Pierson has been a driving force behind identifying and capitalizing on shifts in market dynamics, gaps in product offerings and obstacles to business growth. She has consistently addressed and resolved those issues and other business challenges by defining and setting strategies for business development, sales, infrastructure & technology operations and marketing, as well as development of new products and services to strengthen revenue, profit, and competitive market position. She has served as an executive in four diverse industries and has been recruited to some of the nation’s top corporations based on her reputation as an enthusiastic and transformative leader of change by leveraging the creative application of scientific principles to solve problems and create innovative solutions. Capitalizing on these experiences in 2015 she launched NexGen Technology Solutions, LLC a consulting practice centered on developing and successfully mobilizing strategic change necessary to address emerging threats to deliver and sustain meaningful growth.
In her most recent role as Executive Vice President of UMB Financial Corporation’s Consumer and Small Business Division. Ms. Pierson was responsible for a 1000+ staff and a $4.2B portfolio. Ms. Pierson provided strategic insight and an innovative approach to transform a legacy business model to address changes in the banking industry and evolving regulatory requirements. Her efforts have transformed the business model that sustained market share while generating new revenue through alternate channels and substantially outperformed the market earning asset growth, increased revenue, reduced costs and propelled organizational effectiveness. These results earned UMB Consumer Division industry recognition two years consecutively with the 2014 and 2015 Model Bank Award.
Prior to joining UMBFC, Ms. Pierson was Vice President US Sales for Bayer Healthcare Corporation’s Animal Health Division. In that role, she refocused the organization to an innovative business model that sustained market share while growing new revenue through alternate channel leading to more than $130 million in new revenue with a 40% return on the cost of sales. As VP of US Sales, Ms. Pierson was accountable for P&L in excess of $225M. In this role, as well as her role at UMBF, Christine served as a member of the Corporate Executive Management Board.
From 1998 to 2005, Ms. Pierson served in several executive leadership roles at AT&T, including Sales Vice President and Director of Sales for Global Business Services and Director of Business Development for the Solutions group, where she directed strategies and tactics for outsourcing engagements in areas like telecom security, business continuity and IT department management for large global enterprise clients.
Ms. Pierson began her career with AT&T Bell laboratories in 1985 as an Industrial and Systems Engineer, was identified as a high leadership potential individual, selected for AT&T’s leadership development program and promoted to roles of increased scope and responsibility in new product introduction, engineering, manufacturing & supply chain, operations and marketing management.
Ms. Pierson serves on several non-profit boards of directors, where she is active in helping organizations design strategies and initiatives to strengthen programs and achieve the objectives of all stakeholders. As a member of the Wharton Stonier School of Banking Advisory Board, the Helzberg School of Management Dean’s Advisory Board at Rockhurst University and a member of the University of Missouri Industrial Manufacturing Systems Engineering Advisory Board, she has helped organizations develop new curriculums and create degree programs designed to increase recruitment and hiring opportunities for new graduates, in addition to providing new revenue sources for the universities. An active alumna of her alma mater, Ms. Pierson is a member of the University of Missouri R&D Advisory Board and Secretary of the Varsity M Association. Active in her community, she currently serves on the Executive Committee for the Kansas City area LISC (Local Initiative Serving Communities), a national organization dedicated to helping create vibrant, sustainable communities. She has served for 18 years on the Lee’s Summit Educational Foundation Board of Directors and Advisory Board, and is a past member of Kansas City Area Business Development Council Board of Directors, the Lyric Opera Board of Directors.
Ms. Pierson has been a speaker at the American Banker Association National Convention, a featured executive panelist at Wharton School of Banking, and executive guest speaker at the Center for Creative Learning, Women in STEM panelist, and Institute of Industrial Engineers conference. Pierson has been featured in a variety of article in the American Banker for several industry innovations and as a published author offering advice to women forging a career in banking.
Ms. Pierson holds an MBA from Rockhurst University and a Bachelor of Science Degree in Industrial Engineering from the University of Missouri – Columbia. She is a member of the University of Missouri Engineering Hall of Fame, earned the 2013 National Association of Corporate Director Fellows and was named in 2014 among the American Bankers Most Powerful Women in Banking.
Ryan R. Rasske
Senior Vice President, Risk and Compliance Markets
American Bankers Association
Ryan is currently Senior Vice President of Risk and Compliance for the American Bankers Association (ABA). Within their Professional Development Group (PDG), he is responsible for managing the strategic direction of the ABA products and delivery channels within the Risk and Compliance markets to ensure they meet current and anticipated industry needs, address new or unique market opportunities, and continue to provide a strong value proposition to ABA members.
Prior to joining the ABA, Ryan served as the President of RiskGap Advisors, LLC and widely recognized for providing strategic training to compliance and risk professionals. As an advisor, he worked closely with financial institutions to enhance their risk governance framework, strengthen controls, develop customized risk assessments, and assist in generating influential management reports.
Previously, Ryan was Senior Vice President, Risk & Financial Crimes Director for Associated Banc-Corp in Green Bay Wisconsin. He was also employed with the U.S. Secret Service and lived in the Washington D.C. metropolitan area before starting his banking career at E*TRADE Bank as the Bank Secrecy Act and Anti-Money Laundering Officer.
Ryan has a bachelor degree in Management and Business Administration. He holds Stanford University’s Strategic and Risk Management Professional Certification and completed training in Enterprise Risk Management at Kellogg School of Management.
Managing Director, Fixed Income Capital Markets
Mr. Paul M. Ratterman currently serves as Director–Fixed Income Capital Markets at Stifel, Nicolaus & Company, Incoporated. His banking career began with the Liberty National Bank in 1978. He has been working in his current capacity for 30 years at Liberty, Bank One, J.P. Morgan and now Stifel.
In addition to receiving a BA in Economics at Hanover College in 1978 and an MBA from Bellarmine University in 1983, he is also a graduate of the American Bankers Association Graduate School of Bank Investments at the University of Oklahoma.
He is a faculty member of the American Bankers Association’s Stonier Graduate School of Banking and the ABA International School of Banking. He also instructs Asset/Liability Management and Portfolio Investment classes for the Kentucky School of Banking.
Professional credentials include the FINRA Securities Representative (Series 7), Securities Principal (Series 24), Municipal Securities Principal, and Securities Sales Supervisor (Series 9 & 10).
Mr. Ratterman currently serves as a Vice Chair of the Board of Trustees at Spalding University.
Steven Reider is the founder of Bancography. Bancography provides branch planning, product management, brand strategy and marketing research services for financial institutions through both custom engagements and software tools. Steve manages branch strategy projects in markets across the United States and Canada and also authored Bancography Plan, Bancography’s innovative branch optimization software product.
He contributes regularly to the financial industry as a speaker and author, and serves on the faculty of the American Bankers Association’s Stonier Graduate School of Banking.
Prior to launching Bancography, Steve served as vice president in corporate marketing at AmSouth Bank.
In addition to his professional role, Steve serves on the board of directors of several arts and civic organizations. Steve holds a bachelor’s degree in economics and a master’s degree in finance from Tulane University.
Professor of the Practice, Executive in Residence
Robert H. Smith School of Business, University of Maryland
College Park, MD
Dr. Rossi is Professor-?of-?the-?Practice and Executive-?in-?Residence at the Robert H. Smith School of
Business, University of Maryland and is Chief Economist and Senior Vice President of Radian Group Inc. He also is Academic Director of the ABA Enterprise Risk Management Program. Prior to entering academia, Dr. Rossi had nearly 25 years’ experience in banking and government, having held senior executive roles in risk management at several of the largest financial services companies.
His most recent position was Managing Director and Chief Risk Officer for Citigroup’s Consumer Lending Group where he was responsible for overseeing the risk of a $300+B global portfolio of mortgage, home equity, student loans and auto loans with 700 employees under his direction. While there he was intimately involved in Citi’s TARP and stress test activities. He also served as Chief Credit Officer at Washington Mutual (WaMu) and as Managing Director and Chief Risk Officer at Countrywide Bank.
Previous to these assignments, Dr. Rossi held senior risk management positions at Freddie Mac and Fannie Mae. He started his career during the thrift crisis at the U.S. Treasury’s Office of Domestic Finance and later at the Office of Thrift Supervision working on key policy issues affecting depositories. Dr. Rossi was also an adjunct professor in the Finance Department at the Robert H. Smith School of Business for eight years and has numerous academic and nonacademic articles on banking industry topics. Dr. Rossi is frequently quoted on financial policy issues in major newspapers and has appeared on such programs as Fox News, Canada’s BNN, C-?SPAN’s Washington Journal and CNN’s Situation Room. His practitioner-?oriented and graduate textbook, A Risk Professional’s Survival Guide: Applied Best Practices in Risk Management for John Wiley & Sons, Inc. was released Fall 2014. He also authored a weekly column, Risk Doctor in the American Banker on risk and regulatory reform issues. Dr. Rossi serves as an advisor to a number of banks, federal regulatory agencies, private equity investment companies and hedge funds on banking and regulatory topics and founded Chesapeake Risk Advisors, LLC a financial risk management consulting practice. He received his PhD from Cornell University.
Vice Provost for University Strategies
Goizueta Business School, Emory University
Michael Sacks currently serves as Emory’s Vice Provost for University Strategies. In this role, Michael is responsible for creating and implementing Emory’s next strategic plan. He is also tasked with helping to guide university-level strategies that integrate multiple school initiatives towards common objectives.
Michael is also an Associate Professor in the Practice of Organization and Management and recently served as Interim Associate Dean and Director of Emory’s Evening MBA Program. Professor Sacks has been a faculty member at the Goizueta Business School for the past sixteen years after completing his Ph.D. in Organization Behavior and Sociology at the Kellogg School of Management at Northwestern University. He has presented papers at international conferences and has published his research in several international outlets including the Financial Times, Negotiation Journal, American Behavioral Scientist, Business Communications Quarterly, and Research in the Sociology of Organizations. In addition, his work has been supported by grants from the Dispute Resolution Research Center, the Heizer Center for Entrepreneurship, the MacArthur Foundation, and the National Institutes of Health (NIH).
Professor Sacks teaches extensively in Goizueta’s executive education programs, currently serving as Faculty Director for several open enrollment and custom programs. The high quality of his teaching has been formally recognized via several teaching awards including the Doctoral Teaching Award at Kellogg, the Robert Winch Memorial Teaching Award in the Sociology Department, and the Teacher of the Year Award at Northwestern University. He served as a fellow in the Searle Center for Teaching Excellence at Northwestern where he helped teach effective classroom teaching techniques to new instructors.
In addition to his teaching responsibilities, Professor Sacks has developed many executive education programs for specific business clients. He has conducted workshops on such topics as negotiations, leading organizational change, aligning organization culture with corporate strategy, managerial leadership, teams and teamwork, conflict management, and influence without authority. His previous clients include Microsoft, Delta Airlines, Coca Cola Enterprises, Newell Rubbermaid, Intercontinental Hotels Group, Turner Broadcasting, The Centers for Disease Control, SunTrust, Global Payments, The American Banking Association, ADP, First Data, Bayer Pharmaceuticals, Mead Johnson Nutrition, C.R. Bard, MailChimp, Genuine Parts, Alston & Bird, King and Spalding, Debevoise & Plimpton, Kilpatrick Townsend, The State Bar of Alabama, BBA Aviation, KPMG, and the U.S. State Department.
Joseph V. Schember
Senior Vice President
Mr. Schember is a Relationship Manager for PNC Wealth Management in Northwest Pennsylvania. Along with a team of specialists he provides comprehensive wealth management services to high net worth families. He began his financial services career in 1976 as a teller and spent 28 years in retail banking prior to his current position.
In addition to the ABA Stonier Graduate School of Banking, Mr. Schember teaches at the Pennsylvania Bankers Association’s Advanced School of Banking at Penn State University. He also serves his community as President of the Erie City Council, a Director of the Dr. Gertrude A. Barber National Institute and a Director of Safe Harbor Behavioral Health.
Mr. Schember has a B.A. from Gannon College, M.A. from the University of Dayton, and an MBA from Gannon University. He has been a Certified Financial PlannerTM since 1991
David Schmidt, Ph.D.
Chair of the Management Department and Associate Professor of Ethics
Charles F. Dolan School of Business
David P. Schmidt is the Chair of the Management Department and Associate Professor of Ethics at the Charles F. Dolan School of Business at Fairfield University. Previously, Dr. Schmidt had been Director of the Trinity Center for Ethics and Corporate Policy, a program sponsored by the historic Parish of Trinity Church at the head of Wall Street. In addition to teaching and research in business ethics, Dr. Schmidt consults with a variety of Fortune 500 corporations, investment and savings banks, and professional associations.
Dr. Schmidt is a member of the editorial advisory board of the International Journal of Value-Based Management. He has presented papers at national academic conferences and has appeared on major network television and radio programs to comment on current ethics issues. His publications in academic journals, trade publications and corporate newsletters have recently focused on ethical issues stemming from advances in technology. His most recent book is a second edition of Wake-Up Calls: Classic Cases in Business Ethics.
Dr. Schmidt received his Ph.D. in Social Ethics from the University of Chicago.
John Sedunov joined the Villanova School of Business as an Assistant Professor of Finance in the fall of 2012. He earned his B.S. in Business Administration from Carnegie Mellon University (2007); and his M.A. in Business Administration (2010) and his Ph.D. in Finance (2012) both from The Ohio State University. His research and teaching interests include systemic risk, banking, financial crises, and risk management, and his work has been published in the Journal of Financial Stability. Current research projects include examining the effects of government relief programs on systemic risk, the effects of cross-border bank flows on international systemic risk, and the impact of large institutional investors on financial market stability. Professor Sedunov also teaches courses on the Risk Management of Financial Institutions to undergraduates and Alternative Investments to MSF students.
G. Richard Shell
Professor of Legal Studies,
Business Ethics, and Management
Wharton School of the University of Pennsylvania
G. Richard Shell is the Thomas Gerrity Professor of Legal Studies, Business Ethics, and Management at the Wharton School of the University of Pennsylvania, where he has taught since 1986. He is a senior member of the faculty and has led a number of School-wide initiatives, including the 2010 redesign of the MBA program. As a teacher, he is the Academic Director for two Wharton executive education programs: The Executive Negotiation Workshop and the Strategic Persuasion Workshop. He is also the author of three books: The Art of Woo: Using Strategic Persuasion to Sell Your Ideas (Portfolio/Penguin 2007) (with Mario Moussa), Bargaining for Advantage: Negotiation Strategies for Reasonable People (2nd Edition, Penguin 2006), and a work on competitive strategy and law entitled Make the Rules or Your Rivals Will (Crown Business 2004).
Professor Shell is an internationally recognized expert in negotiations, persuasion, and strategy, as well as an award-winning teacher. He has lectured to some of the world’s most influential corporate, nonprofit and political leaders at venues such as the World Economic Forum in Davos, Switzerland and the World Negotiation Forum in New York City. Wharton students have honored Professor Shell with numerous teaching prizes, and his professional peers have recognized his scholarly contributions to the dispute resolution field by giving his work some of their top awards. BusinessWeek’s bi-annual “Guide to the Best Business Schools” has consistently listed Professor Shell as one of the Wharton School’s top professors based on polls of Wharton School graduates.
As a consultant, Professor Shell has worked for over 100 business firms and nonprofit organizations. His clients include: Google, General Electric, Johnson & Johnson, Citibank, Four Seasons Hotels and Resorts, Merck & Company, Hewlett-Packard, Enterprise Rent-a-Car, Christie’s, the Pew Charitable Trusts, American Association of Medical Colleges, the Teamsters, and the United Food and Commercial Workers International. He has also worked closely with the several groups within the United States Special Operations Command and the Crisis Negotiation Unit of the Federal Bureau of Investigation.
As a scholar, Professor Shell has published widely on the subjects of negotiation, dispute resolution, and strategy in leading business and legal journals. He has been a Visiting Scholar at Harvard Law School’s Program on Negotiation, testified before Congress on public policy questions related to litigation and dispute resolution, and published opinion articles for such publications as Wall Street Journal, the New York Times, the Boston Globe, and the Philadelphia Inquirer. His books are available in over fourteen languages.
Senior Vice President and Chief Financial Officer
Washington Trust Bank
Larry Sorensen is the Senior Vice President and Chief Financial Officer for Washington Trust Bank, a $4.5 billion institution headquartered in Spokane, Washington. He has over 30 years of varied experience in the industry.
He began his career as a thrift regulator for the FSLIC at the Federal Home Loan Bank of San Francisco during the thrift crisis in the 1980’s. He then shifted to the private sector working in the Corporate Development department of Golden West Financial Corporation, holding company for World Savings. At $20 billion in assets, World Savings was the third largest savings and loan in the country. While at World Savings, his responsibilities included mergers and acquisitions, including many transactions involving the Resolution Trust Corporation, market research, branch system and market expansion, and corporate real estate.
After taking a year off the travel the world, he worked for an internet startup during the internet boom, which was an enriching departure from the banking industry and a fascinating experience, with a highly creative and strategic management team. Once the technology crash occurred, he found his home back in the banking industry as the CFO of Sonoma National Bank, a billion dollar institution located in Santa Rosa, California. After its sale to Sterling Bank in the fall of 2006, he joined Commerce National Bank in Newport Beach, California as its CFO. When the opportunity arose to join Washington Trust Bank in the summer of 2008, he moved to Spokane, where he lives today.
Mr. Sorensen has an undergraduate degree in Finance from the University of Colorado and is a graduate of the ABA’s Stonier Graduate School of Banking (class of 2007).
Martin (Dev) Strischek
SVP and Senior Credit Policy Officer
Corporate Risk Management, SunTrust Bank
As senior credit policy officer, Dev is responsible for developing, implementing, and administering credit policies for SunTrust’s wholesale lines of business–commercial, business banking, leasing, commercial real estate, corporate investment banking, and private wealth management client services. He also spent three years as credit administrator and managing director of credit risk management in SunTrust’s Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank’s Palm Beach market.
Besides stints at other banks in Florida, Kansas City, and Ohio, Dev’s experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.
Dev serves as both an instructor and as a member of the American Bankers Association’s Commercial Lending and Graduate Banking School advisory board. His school, conference, and workshop audiences have included participants drawn from the American Banking Association (ABA), RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA.
Dev has written about credit risk management, financial analysis and related subjects for the ABA’s Commercial Insights, the Risk Management Association’s RMA Journal, and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA, Dev serves as a member of the RMA Journal’s advisory board, and he represented RMA on the AICPA’s Blue Ribbon Panel and served on FASB’s Private Company Working Group.
The Kafafian Group Incorporated
Mr. Trauger is a Managing Director of TKG. Mr. Trauger participates in all facets of TKG’s service line and is primarily responsible for valuation and capital strategies practice, financial analytics and modeling, research publications and is a member of TKG’s financial advisory services team.
During his 25 year financial services industry career, Mr. Trauger has developed his skill set as a financial analyst within a large community banking organization and as an investment banker, where he has successfully completed over three dozen merger and acquisition, capital market, and financial advisory assignments for financial and non-financial corporations, with an aggregate transaction value of approximately $1.5 billion.
Mr. Trauger’s proficiency in data acquisition, utilization, transference and use of financial analytic and statistical procedures has produced client-specific solutions for a wide range of financial services industry participants. Mr. Trauger specializes in many sectors of the financial industry, including commercial banks, savings banks, credit unions, insurance underwriting and distribution firms, and investment and asset management firms. He is also a subject matter expert for SNL Financial, L.C. on the topic of advanced bank valuation and has served in the capacity of an expert witness for matters involving financial services industry firms.
Mr. Trauger holds the license of Certified Public Accountant in the Commonwealth of Pennsylvania, and the following other professional designations: Chartered Global Management Accountant (CGMA®), Certified Valuation Analyst (CVA®), CERTIFIED FINANCIAL PLANNERTM (CFP®) and, Chartered Financial Consultant (ChFC®). Mr. Trauger continues to pursue additional levels of education and is eligible to sit for the Level III Chartered Financial Analyst (CFA®) exam as administered by the CFA Institute. Mr. Trauger holds an undergraduate degree from Penn State University (Harrisburg).
He is a practitioner member of the National Association of Certified Valuators and Analysts (NACVA), and a member of the CFA Institute, the CFA Society of Philadelphia, the AICPA and the PICPA.
Sara Watkins, CFMP
Senior Vice President
Capacity Partners, Inc.
Sara is Senior Vice President of Capacity Partners, Inc. a consulting firm helping nonprofit leaders with strategy, fundraising, and board governance. Sara is expanding the firms strategic planning practice and launching a board governance practice. She serves on the board of directors of MedStar Health, Inc., a $4 billion, not for profit, regional healthcare system headquartered in Maryland. She is a member of the Board of Examiners for the Baldrige Performance Excellence Program.
Sara has over 30 years of banking experience, most recently serving as Executive Vice President, Corporate Services Group for Sandy Spring Bank, a $3.5 billion community bank headquartered in Olney, Maryland. In this role, she led the following key divisions: Marketing, Property Management, Human Resource Management, Training & Organizational Development, Physical Security and Contingency Planning.
Sara serves on the faculty of the American Bankers Association (ABA) School of Bank Marketing and Management and the Stonier Graduate School of Banking. Sara served on the faculty of the ABA and Arab Academy Bank Marketing & Management Forum held in Jordan and Bahrain.
Sara is a graduate of Hood College with a B.S. in Human Resource Management. She has completed the American Bankers Association (ABA) Stonier Graduate School of Banking, and the Harvard Business School’s Strategic Human Resource Management program. Sara has earned the designation of Certified Financial Marketing Professional (CFMP).
Cornerstone Advisors, Inc.
Steve Williams heads up Cornerstone’s industry-leading Strategic Planning, Best Practices and Efficiency Improvement advisory services. Over more than two decades in the financial services and consulting industries, Mr. Williams has focused primarily on strategic and technology planning and performance improvement projects and he has assisted hundreds of banks and credit unions in their efforts to become highly efficient, top performing financial institutions.
Before founding Cornerstone, Mr. Williams held a similar position with M ONE, Inc. He was an Assistant Managing Director with Arthur Andersen & Co. and a commercial lender and operations officer with Chase Bank of Arizona. He served on the board of directors and chaired the compensation committee for a $300 million community bank in Southern California. His financial career began as a Marketing Analyst at Chase Bank.
Mr. Williams is among the authors of The Mid-Sized Bank Study, The Cornerstone Report: Benchmarks and Best Practices for Mid-Size Banks and The Cornerstone Report: Benchmarks and Best Practices for Credit Unions. He leads the Mortgage Lending and Commercial Lending communities that developed as a result of these publications. Mr. Williams is a regular contributing author for GonzoBanker (www.gonzobanker.com), Cornerstone’s well regarded industry blog. He has been published in numerous industry periodicals, including American Banker, Bank Director, BAI Banking Strategies, Journal of Commercial Lending, RMA Journal and Credit Union Management magazine, a publication of the Credit Union Executives Society. Mr. Williams is in great demand as a speaker at industry conferences and seminars, as well as an experienced facilitator for management retreats and board planning sessions.
Mr. Williams has served as a faculty member at the ABA Stonier Graduate School of Banking and has taught at the National School of Banking in Fairfield, Conn., and the Management Institute of the Credit Union Executives Society. He holds a Master of Business Administration Degree in Finance summa cum laude from Arizona State University, Tempe, Ariz., and a Bachelor of Science Degree in Business Journalism from Northern Arizona University, Flagstaff, Ariz.
Richard J. Wojtecki
Chief Credit Officer
Amalgamated Bank of Chicago (ABOC)
Richard Wojtecki is currently Chief Credit Officer of ABOC. ABOC is a $750 million bank located in downtown Chicago. His duties include Commercial Loans, Retail Loans, Loan Operations and Branch growth with additional responsibilities now including Loan Workouts and management of the Loan Loss Allowance.
Previously, he was Senior Vice President & Business Banking Manager of Bank One, Chicago. He took over the Business Banking Division after being in charge of one of the Middle Market Regions in Chicago. Prior to taking on that function, Mr. Wojtecki was President of Bank One, LaGrange.
Mr. Wojtecki graduated from DePaul University in 1975 with a degree in Corporate Management. He also graduated from the ABA Stonier Graduate School of Banking in 1982 and has been a faculty member since 1983. Prior to teaching Identifying and Managing Problem Loans, he was an instructor on the BankExecTM Program for Banking I students and BankSim for Banking III students. He has also been a Capstone Advisor at Stonier for the last 11 years.
Mr. Wojtecki is also an instructor in the Accounting Department for the Chicago Chapter of the Illinois Bankers Association.
*Faculty subject to change