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….
Scott Earwood
Head of Community Banking, White Clay
Scott Earwood has 20+ years of experience with both national and community financial institutions in the retail, business banking, and mortgage lines of business. Scott has been with White Clay for 12+ years and led the build out of the Community Banking Division’s standardized software to help banks build deeper and more profitable relationships.
Mac Thompson
Founder & President, White Clay
Mac Thompson is founder and CEO of White Clay, a fintech company that helps banks builds deeper and more profitable relationships. Thompson’s 25+ years of banking experience includes leadership roles with Bank of America, Chase, and regional and community banks where he specialized in growing revenue, improving customer experience …
Anna Kooi, CPA
National Financial Services Leader, Wipfli
Anna Kooi leads Wipfli’s financial services practice. A partner with almost 25 years of years of experience in serving a variety of public and private clients in the financial services industry, Anna has advised clients ranging from startups to Fortune 10, bringing deep industry knowledge to clients. In addition to core audit work, Anna has experience in attestation engagements, including internal audit, agreed-upon procedures & examination engagements. She has advised startups …
Breakout Sessions
Chris Hanson
Director, Managed IT, Cloud and Infrastructure Services, RSM US LLP
Chris Hanson is an IT services and technology strategy leader with more than 20 years of experience helping organizations translate ambition into disciplined execution. He specializes in IT outsourcing, managed services, and service operations maturity, partnering with executive teams to clarify priorities, strengthen operating models, and improve measurable performance. Chris works closely with CIOs, private equity sponsors, and senior leadership teams to convert strategic intent into actionable plans …
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 …