Main Sessions
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 Holt
Partner, Profit Resources Incorporated
Along with being an owner and partner of our firm, Mike’s extensive banking and consulting experience have established him as a lead profitability enhancement expert for community financial institutions. Coupling adept analytical skill with project management application cultivated throughout his 17-year career, Mike is a knowledgeable and valuable resource for projects …
Mikelle Brady
Partner, Profit Resources Incorporated
Mikelle Brady is a bank efficiency, profit improvement, and strategic planning consultant with over 25 years of experience in the industry. Her expertise in retail banking, capacity planning, project management, and strategic visioning help Profit Resources, Inc. partner with community banks of all sizes to operate more efficiently and effectively. Mikelle is an instructor at the ABA Stonier Graduate School of Banking …
Chris Cohen
Chief Product Officer, Kasasa
Chris developed an intuitive understanding of what drives and differentiates successful community financial institutions during his years in banking mergers and acquisition. As Executive Vice President of Product Management for Kasasa, Chris and his team led the development of Kasasa Loans, which earned Finovate Best of Show in 2018, Finovate Best Lending Platform in 2019 …
Gabriel Krajicek
Chief Executive Officer, Kasasa
Gabriel (Gabe) Krajicek, CEO of Kasasa, empowers community financial institutions with disruptive banking technology innovations and go-to-market strategies, challenging megabanks and new players. Since 2005, he’s equipped over 600 banks and credit unions propelling them to market dominance. Kasasa ranks as the fourth largest bank in branches …
Breakout Sessions
Tracy Bush
Senior Manager, Wipfli
Tracy Bush is a senior manager in Wipfli’s financial institutions practice. She has more than 20 years of financial institution experience, including a strong background in compliance, Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and operations. This experience has allowed Tracy to develop strong advisory, training and leadership skills …
Kathy Enbom, CRCM
Partner, Wipfli
Kathy Enbom is a leader of the firm’s regulatory compliance and Bank Secrecy Act (BSA) services. She has an extensive background in regulatory compliance, marketing and leadership that includes significant training in developing, delivering and implementing instructional programs. Kathy uses this experience to enhance consultative interaction by providing guidance and resources to assist clients …
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 …