Main Sessions

Neil Stanley 122022

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….

Dale Sheller Photo 2023

Dale Sheller

Associate Partner, The Baker Group

Dale Sheller is Senior Vice President in the Financial Strategies Group at The Baker Group. He joined the firm in 2015 after spending six years as a bank examiner with the Federal Deposit Insurance Corporation. Sheller holds a bachelor’s degree in finance and a master’s degree in business administration from Oklahoma State University…

Jim Pannos, CFMP

President & Founder, Pannos Marketing

Jim is the President and Founder of Pannos Marketing. He is a seasoned professional in financial services and marketing, Jim has been at the helm of the agency since 1994 and also has a decade-long background as a former community banking officer. Jim brings a profound understanding of the complexities of both the financial services industry, and its marketing landscape …


Breakout Sessions

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John Adams


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, and debt placement. His background includes buy-side and sell-side engagements, merger negotiation and structuring, financial analysis, and….

Scott Petty


J. Scott Petty is a Partner in the Dallas office of Chartwell Partners and leads the firm’s Financial Services Practice serving bank, mortgage, wealth management and real estate clients across the country. Scott has established a successful track record as an executive search consultant recruiting senior executives and board directors for small- and mid-cap public and closely-held private companies …

Julie Bell, PhD


Dr. Julie Bell earned her Bachelor of Science in Psychology from Oklahoma State University and a Master and Doctorate of Sport Psychology from the University of Virginia. She has worked with a variety of individuals, teams, and organizations to improve their Mindset through principles she developed to help business professionals and athletes deliver their best performance when it matters most …

General Session

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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 …