Main Sessions
Neil Stanley
Neil Stanley is the Founder and CEO of The CorePoint. After a 25-year career as a bank executive with First National of Nebraska/Lauritzen Corporation and Northwest Financial Corporation, he founded The CorePoint in 2010 with a mission of revitalizing pricing strategies for retail deposits. The company provides clients across the country with powerful new ways of attracting and retaining properly-priced retail deposits….
Michael Blanchard
Chief Executive Officer, Blanchard Consulting Group
Michael Blanchard is the CEO of Blanchard Consulting Group. He has extensive experience in the human resources field and has conducted and supported over 500 compensation planning, market research, and organizational development projects over the past twenty-five years, with over twenty years specific to the banking industry. Mike has presented to various national state banking associations including …
Jeff Fairchild
SVP & Lead Consultant, Blanchard Consulting Group
Jeff Fairchild is the Senior Vice President, Lead Consultant at Blanchard Consulting Group. Previously, Jeff served as the SVP, Managing Director of Newcleus Compensation Advisors. Jeff has experience consulting with Compensation Committees, Board of Directors, and Senior Executives to review executive and director compensation practices and related compensation programs …
Matt Brei
President, Blanchard Consulting Group
Matt Brei is the President of Blanchard Consulting Group. He has been a compensation consultant since 2000 and has been exclusively focused on the banking industry since 2002. Matt founded Blanchard Consulting Group in 2011 and has previously worked at Amalfi Consulting, Clark Consulting, and Arthur Andersen. His areas of expertise encompass multiple disciplines …
Mike Morris, CISA, CISSP
Partner, Wipfli
Mike oversees projects, including Service Organization and Control (SOC) reports (SOC 1 and SOC 2), Sarbanes Oxley IT 404 testing, network vulnerability and penetration testing and IT general control reviews for FinTech companies, banks, and insurance companies. He is a member of the Information Systems Audit and Control Association (ISACA) and is an active member of the Technology Association of Georgia (TAG), serving as …
Rusty Planert, CPA
Senior Manager, Wipfli Financial Services
Rusty Planert, CPA is a Senior Manager in Wipfli’s Financial Services practice with 15+ years of public accounting and assurance experience. He supports financial services organizations in navigating complex accounting, audit, and risk considerations—especially where new products and technologies intersect with regulatory expectations. Since 2021, Rusty has served as Wipfli’s firmwide subject …
Carlos Vega
Director, Digital Strategy, Wipfli LLP
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups …
Breakout Sessions
Will Craycraft, CFA, CPA
Senior Advisor, HUB | Taylor Advisors
Will Craycraft is a Senior Consultant with HUB | Taylor Advisors specializing in Balance Sheet Management. Will earned his Bachelor of Science in Business Accounting and a Master of Science in Accounting from the University of Kentucky. Will is a Certified Public Accountant and he holds the Chartered Financial Analyst (CFA) Designation. Will has extensive experience working with Financial Institutions …
John Adams
Principal & Head of Investment Banking, Sheshunoff & Co Investment Banking
John Adams serves as Principal and Head of Investment Banking for Sheshunoff & Co Investment Banking. John has been involved in over 100 successful merger transactions representing both buyers and sellers, focused on merger and acquisition advisory services, capital issuance, debt placement, and strategic planning. His background includes buy-side and sell-side engagements, merger negotiation …
General Session
Dr. Ed Seifried
Dr. Seifried is Professor Emeritus of Economics and Business at Lafayette College in Easton, Pennsylvania. He also serves as the Executive Consultant for the Sheshunoff Affiliation Programs. Dr. Seifried is the dean of the Virginia and West Virginia Banking Schools and currently is on the faculty of the Southwest Graduate School of Banking. In addition, he has served on the faculty of numerous banking schools …