Speakers – Fall 2025 Chief Financial Officer Program

Executive Vice President- The CorePoint

Julia Hernandez has more than 20 years of experience in the financial services industry. She has worked cross functionally as a leader in merchant processing, human resources, treasury services, information technology, wealth management and deposit pricing. She has been part of the executive leadership team, has also led a national sales team working with Fortune 500 clients, and has coordinated communications and execution the areas of project management. She is currently the Chief Operating Officer of a fin-tech company …

Partner, Assurance Services, RSM US LLP

Carlos Bravo brings over 27 years of experience in providing assurance services to clients across a variety of industries, with a strong focus on the financial services sector. His work spans Florida, the Caribbean, and Latin America, where he has served organizations ranging from small enterprises to large, publicly traded companies with international operations. Recognized for his leadership and expertise, Carlos has been repeatedly named by the South Florida Business Journal as one of the region’s elite financial executives offering audit services in South Florida …

Chief Market Strategist – Commerce Trust

As the chief market strategist at Commerce Trust, KC holds a key contributing role in the development and execution of the firm’s economic outlook and investment strategy. He is a thought leader for the firm speaking on topics including, economic forecasting, market outlooks, and investment strategies.  Prior to joining Commerce Trust in 2023, KC served as the chief investment officer/chief economist at UMB Bank. In this capacity, he oversaw the strategic development and execution of UMB’s $12 billion investment management division …

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….

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 …