2024 Banker Summit

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platinum sponsors

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Broadmoor Map

Wellness Walk Meeting Spot Lakeside Terrace Thursday Evening Reception

Colorado Hall Map

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Wespay Graduate School of Banking - Colorado Cash Management Services S&P Global CD Construction Consulting Forvis Colorado Enterprise Fund Biz2X

FedNow

Crowe Techint Labs PCBS Abrigo IntraFi b:side BHG Financial Eide Bailly Compliance Alliance Apiture Purple Wave Auction

Strategic Resource Management

Chatham Financial Advantage Newcleus Cherrywood Enterprises Netchex Cornerstone Advisors BAFS Preferred Lending Partners Cook Solutions Group R&T Deposit Solutions Farmers National Company Raymond James American Security & Privacy

BANKERS -

Who Wants to Win $1,000?

For a chance to win $1,000 simply visit each of our exhibitors’ booths to receive a stamp on your playing card. Once all of the spaces on your card have been

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WIFI WIFI access courtesy of: Network: Broadmoor Meeting Password: Wespay Conference Website All conference materials can be accessed digitally by scanning the QR code below. resources Broadmoor Concierge 855-634 CBA Staff Contact Lindsay Muniz: 303-514-9878 AzBA Staff Contact Kerensa Williams: 480-913-4328

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silver sponsors

2024 WOMEN IN BANKING CONFERENCE

This conference offers a blend of personal and professional development opportunities tailored specifically to the needs of women who are carving a path to success in the dynamic banking industry.

The workshops and networking sessions provide a unique opportunity to forge meaningful connections with like-minded peers and senior leaders. By participating in this conference, women in banking can enrich their careers, and contribute to building a more inclusive and empowered banking community.

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supporter sponsors

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Anne Benigsen

Chief Information & Security Officer Bankers’ Bank of the West

Anne draws on over 30 years of experience in technology, cybersecurity, privacy, and compliance to strategically lead both the Bank as SVP-CISO and its affiliate, CivITas Bank Solutions, as its President. Anne’s work in the private and public sectors earlier in her career gave her the depth of experience needed to aid BBW and its customer banks. She holds several certifications in cybersecurity, technology, and privacy. Anne regularly speaks at regional and national banking and technology conferences; in addition, she is often asked to consult with private and public organizations on such issues as cybersecurity, technology, innovation, and regulation.

Gov. Michelle Bowman Federal Reserve Bank

Michelle W. Bowman has been serving as a member of the Board of Governors of the Federal Reserve System since Nov. 26, 2018. Initially appointed to fill the remainder of an unexpired term, in January 2020 she was reappointed and

Bankers, have you filled out your playing card?

The drawing for $1,000 will take place on Friday, May 24 after lunch.

$1,000 prize drawing is open to bankers ONLY *

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speakers

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Paul Hickman

President / CEO

Arizona Bankers Association

speakers

Paul Hickman is President and CEO of the Arizona Bankers Association, a role he has held since 2011. In this capacity, he oversees the state and federal government relations operations of the Association and serves as the primary spokesperson for the banking industry in Arizona.

Prior to joining the Arizona Bankers Association, Paul Hickman held various positions on the staff of the late Senator John McCain, both in Washington, D.C. and Arizona. He began his tenure with the Senator during his first re-election campaign to the Senate in 1992 and served as his State Director for most of the 2000s. Hickman concluded his service to the Senator as the policy director for his fourth re-election to the Senate in 2010.

Paul holds B.S. and B.A. degrees, as well as a law degree from Arizona State University.

Mark McKinnon

Creator of the TV Series The Circus

Mark McKinnon is a political advisor, reform advocate, columnist, and television producer. He was the creator and co-host of Showtime's Emmy-nominated hit documentary series "The Circus" the longest- running, most-watched unscripted show in the history of the network which ran for eight seasons.

McKinnon has worked for many causes, companies, and candidates, including President George W. Bush, Senator John McCain, late Governor Ann Richards, and Bono. He was the chief media advisor for five winning presidential primary and general election campaigns. Dedicated to bipartisanship, McKinnon helped start No Labels, an organization dedicated to bringing our parties together to problem solve and heal the partisan divide in our country.

“McKinnon is evidence that principled centrism is not an oxymoron,” wrote John Avalon in a Daily Beast column about the 25 Best Centrist Pundits. “McKinnon piloted John McCain’s 2008 primary campaign to victory. But he announced in advance that if Barack Obama won the Democratic nomination; he would ride off into the sunset rather than participate in the negative attacks he knew would be required. This is unheard of in the world of modern politics, where partisanship trumps principle as a matter of course.”

McKinnon has been a regular columnist for The Daily Beast, The London Daily Telegraph, and Vanity Fair, and was on the HBO show “The Newsroom” and Netflix’s “House of Cards.”

McKinnon attended the University of Texas at Austin and served as editor of the award-winning university newspaper, The Daily Texan. His quality of life is exceptionally enhanced by the enduring love and patience of his wife, Annie whom he started dating before he had a driver’s license.

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Rob Nichols

President and CEO

American Bankers Association

Rob Nichols is the president and CEO of the American Bankers Association, the voice of the nation’s $23.7 trillion banking industry and the only organization that represents banks of all sizes and charters in Washington.

Since joining ABA in August 2015, Nichols has led ABA's advocacy efforts, working to ensure that banks of all sizes operate in a policy environment that allows them to best serve their customers and communities. During the COVID-19 pandemic, Nichols and ABA played a critical role in helping banks navigate unprecedented challenges. ABA resources and advocacy helped banks of all sizes rapidly deliver 90% of the $800 billion Paycheck Protection Program, the largest economic rescue plan ever deployed for the private sector, protecting more than 80 million Americans from job loss.

In 2019, Nichols encouraged all banks to offer low-cost, easy-to-use Bank On-certified accounts. The effort has been credited with reducing the number of unbanked in the U.S. to its lowest level ever. And ABA's award winning #BanksNeverAskThat public education campaign has won national recognition for empowering consumers to spot scams before they can do harm.

As the leader of one of Washington’s largest trade associations, Nichols has reshaped ABA's workplace. Since 2018, ABA has been certified as a Great Place to Work by independent analysts. Under his leadership, ABA has gender parity within the executive leadership team, and ABA hired its first external facing DEI expert to help banks expand their DEI programs.

Nichols joined ABA following 10 years at the helm of the Financial Services Forum, a nonpartisan economic policy and advocacy. During his time at the Forum, Nichols led the industry through the financial crisis and the Dodd-Frank Act, guiding his members and the broader banking sector in its policy response and the law’s implementation.

He began his career in public service in the West Wing as a White House aide in the George H.W. Bush administration.

Nichols is a recipient of the Alexander Hamilton Award, the highest honor of the Department of the Treasury. He also is consistently named as one of the most influential people in Washington by Washingtonian, and one of Washington's top lobbyists by The Hill. He is a graduate of the George Washington University and lives in the Washington area with his wife and two children.

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speakers

Ellen Poole

Author of “Network” is Not a Verb

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Ellen Poole teaches people at all levels of their careers effective strategies to build networks and nurture relationships for professional success. Her audiences have included nationwide corporate teams, university students, and state, local and international professional and trade associations. She is the author of the book “Network” Is Not a Verb.

After graduating from the George Washington University Law School, Ellen moved cross country to practice law in Arizona. Despite knowing almost no one when she arrived in her new, adopted state, four years later she was chosen to be CEO of the Arizona Bankers Association, becoming only the fourth woman to ever lead a state bankers association. Two years after that she was named by the Phoenix Business Journal as one of its ten most influential people under 40. More recently, Ellen spent almost 15 years as a multi-state government relations executive for USAA, where she built a professional network spanning the country. Ellen holds two bachelors degrees from Virginia Tech. Her professional background also includes work at the American Bankers Association, the Arizona legislature, and her own consulting and lobbying firm. She is the recipient of an award from the FBI for her efforts in combating bank fraud.

Amy Sanchez Raaz

Colorado Policy Consultant Business for Water Stewardship

Amy Sanchez Raaz is Business for Water Stewardship’s Colorado Policy Codirector. She joined BWS in 2018 and leads the effort to engage businesses and policy maker ensuring businesses have a voice in the policy making process.

Amy brings in-depth knowledge of Colorado and the metro-Denver area and the complicated issues confronting Colorado and its diverse populations. Amy is a metro area community leader with more than 20 years. Her professional work spans the national, state and local landscape as it pertains to policy and engagement.

Prior to BWS and most recently, Amy spent time working for Xcel Energy and Denver International Airport. Her work at both the corporate, and government level lends itself to a unique portfolio.

Amy currently sits on the board of Servicios De La Raza and Servicios Sigue. She is a graduate of the Latino Leadership Institute at the University of Denver and holds a Juris Doctorate from the S.J. Quinney College of Law at the University of Utah.

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Nick Sly VP, Economist & Denver Branch Executive

Federal

Reserve Bank of Kansas City

Nicholas Sly is Vice President and Denver Branch Executive at the Federal Reserve Bank of Kansas City. In this role, he serves as the Bank’s regional economist and its representative in the states of Colorado, Wyoming and northern New Mexico. Mr. Sly works closely with the Branch’s board of directors and is responsible for briefing the President of the Federal Reserve Bank of Kansas City on economic conditions in the Denver branch’s region.

Before joining the Bank in 2015, Mr. Sly was associate professor of economics at the University of Oregon. He graduated from the University of Northern Iowa with a degree in mathematics and economics and earned his Ph.D. in economics from Michigan State University. Mr. Sly is also a graduate of the Stonier Graduate School of Banking.

DJ Summers Director of Policy & Research

Common Sense Institute

Are

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speakers

• Education • Training • Committees • Industry News • Sponsorship Opportunities • Talent Acquisition • Industry-Specific Conferences Legislative Updates and much, much more

all the great resources available through your State Bankers Association?

member of the association, every employee of your financial institution has access to these resources? AzBankers.org ColoradoBankers.org LEARN MORE:

you aware of

And did you know that as a

Kirsten Sutton

Executive Vice President, Congressional Relations/Legislative Affairs American Bankers Association

Kirsten Sutton is Executive Vice President of Congressional Relations and Legislative Affairs at the American Bankers Association (ABA), the voice of the nation’s $23.4 trillion banking industry and its more than two million employees.

Named by Association Trends as a leading association lobbyist, Sutton oversees the association’s bipartisan team responsible for engaging lawmakers and their staff on policy and legislative issues affecting America’s banks and the communities they serve. She is the first woman to serve as ABA's head lobbyist in the 150-year history of the organization.

Before joining ABA, Sutton served as Chief of Staff of the Consumer Financial Protection Bureau (CFPB) from 2018 to 2020. In addition to advising the CFPB Director on policy and personnel matters, Sutton managed the agency’s public affairs, communications, stakeholder engagement, and legislative affairs office.

Prior to her tenure at the CFPB, Sutton was staff director of the House Financial Services Committee (HFSC) where she served as primary staff liaison to the Administration and House and Senate leadership, developed the Committee’s legislative priorities, and was responsible for ensuring those priorities had the support needed to pass out of the Committee and on the House floor. Her career on Capitol Hill spans more than a decade, including the financial crisis and the passage of the Dodd-Frank Act.

Nik Vukovich Director of FI Partnerships Upgrade, Inc.

Based in Denver, and responsible for Upgrade, Inc.’s partnerships in the Western US, Nik develops custom strategies for financial institutions of all asset sizes including purchase programs ranging from $500k - $80M per month.

With over a decade of experience in developing partnerships with banks and other financial institutions, he has helped lead marketing partnerships for the consumer lending division of a bank, and prior to that, he built out the fintech acquisition channel for one of the largest debt acquisition companies in the United States.

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Jenifer Waller President / CEO Colorado Bankers Association

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Jenifer was named President and CEO of CBA in January 2022. She joined CBA in 1999 as Senior Vice President responsible for state government relations and banking advocacy. In 2016, she was promoted to Chief Operating Officer, accountable for the daily operations and management of the association.

Prior to CBA, Waller, the daughter of a community banker in rural Southern Colorado, worked at her father's bank in Pueblo following high school graduation. Then, armed with some banking experience and knowledge of Colorado banking laws, she soon sat for the state's bank examiner certification and spent five years as a bank examiner for the Colorado Division of Banking.

Like so many leaders in the banking industry, Waller gives back to the community through her participation in

Don't miss this opportunity to join fellow bankers from Arizona, Colorado, Montana, Nevada, Utah, and Wyoming as we travel to our nation's capital to meet with agencies, regulators and our members of Congress.

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CBA center for bank advocacy

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AZBA EMERGING LEADERS PROGRAM

6-Month Program – 30 CPDs

1. Solutions Now Workshops: 1 per month (4-hours)

2. Capability Partners: On-going (5 months)

3. Reinforcement Messages: each week

4. Mastermind Sessions: 1 per month (60-minutes)

5. Easty360Feedback: On-going (6 months)

AzBA 2024 Emerging Leaders Program Syllabus

• Understanding personality styles, communicating, and coaching

• Motivating and Engaging with Purpose

• Communication components (Quantity, Quality & Pace)

• POISE and the Flow Zone. (Time management)

The program is designed and most effective for networking and collaboration to be in person. Although the quality of the content of the program is not affected by the modality we have found throughout COVID restrictions that the quality of connection and engagement with your fellow cohort is not optimized online.