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….
Robert Flowers
Partner, Bradley
Robert Flowers focuses his practice on corporate and regulatory representation of small to large regional and national financial institution franchises and privately held companies. He counsels clients on M&A transactions involving both bank and non-bank entities, as well as provides representation on securities offerings, capital planning, and corporate restructuring, and lending matters for bank …
Erin Illman
Partner, Bradley
Recognized as a Board Certified Specialist in Privacy and Information Security Law by the State of North Carolina, Erin Illman is an experienced thought leader in privacy, data security, and the integration of technology into business practices. Erin is co-chair of Bradley’s Cybersecurity and Privacy Practice Group and leads the firm’s Fintech team …
Jacque Kruppa
Partner, Bradley
Jacque Kruppa has almost 20 years of experience focusing on corporate, securities, and regulatory representation of commercial banks, holding companies, other financial institutions, and their owners. Jacque has represented banks and bank holding companies in over 90 M&A transactions, including whole bank and branch acquisitions. Her corporate and securities practice has included representation of issuers and placement agents in over 60 private offerings…
Jack Harrington
Partner, Bradley
Jack Harrington represents clients facing complex criminal, regulatory, enforcement, and reputational matters with a particular focus on the financial services, defense, and technology sectors. Prior to joining Bradley, Jack served as an Assistant U.S. Attorney in the Criminal Division of the United States Attorney’s Office in Birmingham, where he investigated and prosecuted complex fraud, money laundering, trade sanctions, cybercrime, and national security matters in partnership with the FBI …
Nick Lane
Senior Director, Cornerstone Advisors
Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice. Leveraging his nearly nine years of experience at Cornerstone, he can help financial institutions achieve improved pricing and terms on their key vendor contracts. Nick also leads Cornerstone’s Trust and Wealth Management consulting practice where he assists clients …
Onker Basu
Senior Director, Cornerstone Advisors
Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognized for his ability to combine strategic planning, relentless execution, and strong financial management to deliver sustainable positive results. As a senior director on Cornerstone Advisors’ Strategy and Execution team, Onker helps banks and credit unions develop actionable strategies …
Breakout Sessions
Julie Bell, PhD
Leadership Advisory, Chartwell Partners
Dr. Julie Bell joined Chartwell Partners to lead the firm’s suite of Leadership Advisory services which includes Success Planning, Executive Assessments, Board Advisory, Executive Coaching and Keynote Speaking. She brings a 25-year track record of partnering with organizations and individuals in their quest to maximize performance. Dr. Julie is a leader in the People IntelligenceTM industry with her development of CP Power 4 Assessment, Relationship Based Coaching …
Scott Petty
Managing Partner, Financial Services
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 …
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 …