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Thank You to Our Sponsors
Convention Agenda
Monday, June 29
8:30 AM – 1:00 PM
Golf Outing at Plantation
*Pre-registration is required
12:00 PM
Registration Opens (Cloister Ballroom Foyer)
3:00 – 5:00 PM Executives & Directors Workshop (Mizner Ballroom)
• Future Proofing Your Strategic Plan, Brett Rawls, Head of Client Engagement, Profit Resources, Inc.
• Corporate Governance Best Practices and Current Trends in Regulatory Compliance, Matt Walker, Kim Schaefer, Partner, Vorys, Sater, Seymour and Pease LLP
5:00 – 6:30 PM
Welcome Reception & Grand Opening of Exhibit Hall
(Cloister Ballroom)
Toast to the opening of the event! Plus, find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
6:30 PM
Board Dinner by Invite Only or Dinner on Your Own
Tuesday, June 30
7:00 – 7:30 AM
Optional Prayer Service (Chapel)
7:30 – 8:30 AM
Breakfast Buffet in Exhibit Hall (Cloister Ballroom)
8:30 – 9:00 AM
Rapid Fire Presentations (Minzer Ballroom)
Gain insights into the latest resources and solutions from amazing NCBA and OBL preferred service providers.
9:00 – 10:15 AM
Opening General Session (Minzer Ballroom)
Trends Among Community & Regional Banks
Scott Anderson, Head of Investment Banking, Keefe, Bruyette & Woods
10:00– 11:30 AM
Guest Activity: Oyster Shell Decoupage *Pre-registration is required
10:15 – 10:30 AM
Networking Break in the Exhibit Hall (Cloister Ballroom)
Find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
10:30 AM – 11:30 AM
Concurrent Breakout Sessions:
• ALCO Game Show! Bank Trivia! Omar Hinojosa, Managing Partner, HUB (Sapelo Room)
• Beyond the Hype: The GENIUS Act and Digital Settlement Solutions for Community Banks
Daniel Farra, Blockchain Solutions Specialist, ClearTrust, LLC (Oglethorpe Room)
• Key Bank Regulatory Developments in 2025-2026
Brendan Clegg, Partner, Luse Gorman, PC (Clubroom)
• Understanding the Limits of Your CECL Calculation Through Sensitivity Analysis
Justin Crawley, Senior Consultant Advisory Services, Abrigo (Cumberland Room)
11:30 AM – 12:00 PM
Networking Break in the Exhibit Hall (Cloister Ballroom)
Find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
12:00 – 1:00 PM
Concurrent Breakout Sessions:
• Connecting the Dots Fintech’s Role in Seamless Financial Interactions
Dave DeFazio, Chief Strategy Officer, StrategyCorps (Cumberland Room)
• Basis Points Up for Grabs: The 2026 Deposit Playbook
Joe Kennerson, Managing Director, Darling Consulting Group (Sapelo Room)
• Making Agentic AI Usage Combined with AIGRCC Accessible & Easy
Alec Crawford, Co-Founder & CEO, Verapath (Oglethorpe Room)
• The Fraud Arms Race: Deepfakes, Mules, and the Strategic C-Suite Response
Brandie Thacker, President & CEO, EPCOR (Clubroom)
1:00– 2:00 PM
NCBA Only Lunch
Championing Community Banking with ICBA (Minzer Ballroom)
Wednesday, July 1
7:30 – 9:00 AM
Breakfast Buffet in Exhibit Hall (Cloister Ballroom)
9:00 – 10:00 AM
General Session
Reform, Risk and Reality: 2026 Federal Banking Update
Mike Adelman, President & CEO, Ohio
Bankers League & Peter Gwaltney, President & CEO, North Carolina Bankers Association (Minzer Ballroom)
10:00 – 11:30 AM
Guest Activity
Beach Ecology Walk *Pre-registration is required
10:00 – 10:45 AM
Final Networking Break in the Exhibit Hall (Grand Ballroom)
Final chance to find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
10:45 AM – 11:45 AM
Executive Roundtables (By Asset Size)
• $0 - $250M – Cumberland
• $250 - $750M – Sapelo
• $705M - $2B – Oglethorpe
• $2B+ - Clubroom
11:45 AM – 1:15 PM
Lunch & Closing Keynote Session
Crucible of Crisis: Resilience in the Face of Adversity
Kris “Tanto” Paronto, Speaker, Keppler Speakers (Minzer Ballroom)
General Sessions & Presenters
OPENING KEYNOTE
Trends Among Community & Regional Banks
Scott Anderson, Head of Investment Banking, Keefe, Bruyette & Woods
Stay informed on the latest developments impacting community and regional banks. This session will highlight key industry trends, emerging challenges, and opportunities that are influencing bank strategy, operations, and growth.
Reform, Risk & Reality: 2026 Federal Banking Update
Peter Gwaltney, President & CEO, NCBA & Michael Adelman, President & CEO, OBL
Washington has been under single-party control for the past 18 months, with President Trump’s second administration and a Republican-led Congress advancing an agenda focused on cutting bureaucracy and providing regulatory relief. While these changes have created meaningful benefits for traditional banks, they have also introduced new risks to the banking model. Expanded access to the payment system and the growing legitimacy of the crypto industry could create major competitive pressures for banks. Join us for a timely discussion breaking down the key developments in Washington and what they could mean for the future of banking.
CLOSING KEYNOTE
Crucible of Crisis: Resilience in the Face of Adversity
Kris “Tanto” Paronto, Speaker, Keppler Speakers
Sharing lessons learned from the attacks in Benghazi and other deployments in some of the most hostile environments around the world, retired US Army Ranger Kris Paronto provides insight on how to persevere, lead, stay focused, and make strategic decisions in the midst of chaos and severe trials. From the combat field to business environment, Kris shares why effective collaboration, preparation, accountability and training of the mind and body puts us in a better position to turn adversity into opportunity and establish a “Never Quit!” mentality.
Using examples from deployments in Benghazi, Iraq, Afghanistan and other hostile environments, US Army Ranger Kris Paronto provides insight on how values and faith can help refine our character while overcoming doubts and fears. Sharing from his own personal journey of faith, Kris equips people with tools to overcome adversity in their own battles and how God brought him through the toughest fight of his life.
Special Events
Monday, June 29
8:30AM - 1:00PM
A vision. A labor of love. An on-going conversation between brothers about the course they grew up playing more times than they can count. Inspired by the traditional profile of Walter Travis’ 1928 original nine-hole course, our beloved Plantation Course was completely redesigned by Davis and Mark Love of Love Golf Design in 2019. The result? A course you’ll want to play again and again.
THANK YOU GOLF OUTING SPONSOR, VISA.
Golf Outing at Plantation Guest Activity: Oyster Shell Decoupage
Tuesday, June 30
10:00 - 11:30 AM Spanish Lounge
Oyster shell decoupage is a fun and relaxing craft activity that turns natural oyster shells into decorative art using paper designs, paint, and metallic accents. Participants create unique keepsakes while enjoying a creative, hands-on experience perfect for workshops, team events, or social gatherings.
Guest Activity
Beach Ecology Walk
Wednesday, July 1
10:00 - 11:30 AM Ocean Room
Explore Sea Island with a naturalist to learn about the diverse habitats of a barrier island. This tour is customizable based on participants’ interests and is perfect for families!
Convention Exhibitors
Be
EXHIBIT HALL HOURS
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
Abrigo enables more than 2,400 U.S. financial institutions to support their communities through technology and advisory services that grow loans and deposits and optimize risk. Abrigo’s platform centralizes the institution’s data, creates a digital user experience, and delivers efficiency for scale and profitable growth. Abrigo’s team of industry experts can give your institution the guidance needed to stay on the path towards increased profitability. From portfolio risk and CECL to BSA/ AML, our advisory services team helps you solve problems.
For 25 years, Archer has been at the forefront of compliance and risk management innovation, offering leading global organizations tools and insights to build resilient, high-performing businesses. Archer’s advanced GRC solutions leverage artificial intelligence, automated compliance monitoring, risk quantification, and integrated approaches, enabling enterprises to confidently address emerging risks while driving strategic value.
Arctic Wolf is a global leader in security operations, delivering the first cloud-native security operations platform to end cyber risk. Built on open XDR architecture, the Arctic Wolf Aurora Platform operates at a massive scale and combines the power of artificial intelligence with worldclass security experts to provide 24×7 monitoring, detection, response, and risk management. We make security work.
Arkatechture provides community banks with a comprehensive business intelligence, analytics, and data visualization solution called Arkalytics supported by a team of expert consultants. The platform unifies and transforms disparate data into actionable insights to enable data-driven decisions that deliver more value to your customers. Arkatechture integrates all data sources including core banking, loan originations, online banking, payments, CRM, and other systems to create a single source of truth. Your executives and employees will be able to easily analyze your data and uncover insights that allow you to better serve your community’s financial needs.
Aunalytics is a leading data platform company delivering Insights-as-a-Service for enterprise businesses. Its DaybreakTM for Financial Services offering is designed for mid-sized banks. The solution empowers community financial institutions with advanced analytics and valuable business insights to improve customer relationships, strategically deliver new products and services through data-driven campaigns, and drive competitive advantage with Aunalytics’ side-by-side digital transformation model.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
Banc Card of America, is an “Old Fashioned” face to face customer service driven merchant services company that has commitment to representing their partners in a professional manner with attire and sales presentation. Banc Card provides cutting edge technology to ALL customers from the small ticket merchant to the sophisticated, more complex merchant. » Banzai .................................................
Banzai, is a carefully designed web-based financial literacy program for all ages and groups, including K—12 schools, community programs, employee onboarding, and even families. Working with Banzai allows you to use financial education to build brand loyalty, multiply customer touch points, and get you in classrooms for face-to-face interaction. The Banzai curriculum supports the learning objectives for the Economics and Personal Finance course required for Ohio high school students. Over 40,000 math, business, family and consumer science, and computer teachers have joined the program nationwide.
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and the creator of the largest community bank network in the country. Since 2001, BHG has originated more than $9 billion in loan solutions to top-quality borrowers, which community and midsize banks can purchase via The BHG Loan Hub.
Brown Edwards’ financial institution accounting services help management improve procedures, reduce risk exposure, and improve earnings. Our team, with over 40 years of banking experience will design a specific program for your organization’s needs while providing best practices and cost-effective outsourced services. Our services include financial statement audits, internal audits & information technology audits, information technology risk assessment, loan reviews, allowance validation, internal control risk assessment, and ACH and BSA compliance.
Cennox.............................................cennox.com.........................................30
Cennox specializes in centrally managed solutions for our clients. Directly employed field technicians provide national coverage with local knowledge for all major EOM banking equipment. We deliver FLM/SLM & remote monitoring services, as well as branch transformation & new branch projects and security solutions.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
Compliance Alliance supports community banks in navigating complex regulatory landscapes. Owned by 37 State Bankers Associations, we offer a robust suite of services—including the Compliance Hub, Assurance Services, Virtual Partners, and Tailored Solutions—designed to meet the unique needs of each institution. Backed by a team of seasoned industry experts, Compliance Alliance delivers trusted, nationwide compliance support that empowers banks to operate with confidence.
As a forward-thinking service provider, CSI helps community financial institutions, as well as organizations worldwide, solve their customers’ needs through open and agile technologies. In addition to its over 60-year reputation for personalized service, CSI is shaping the future of banking by swiftly deploying advanced solutions that help its customers rival the competition.
Being successful in today’s financial arena means being flexible to the ever-changing demands and preferences of your account holders. With Deluxe Financial Services, you’ll find the programs and services you need to meet those demands, drive revenue, manage compliance and create meaningful, long-lasting relationships with your customers.
Design Collaborative is a big-hearted, multi-disciplinary architecture and engineering firm combining large-firm expertise with boutique-firm service. With offices in Fort Wayne, Indiana, and Charlotte, North Carolina, we offer financial market specialization to clients across the country, combining our retail banking, workplace, and marketing expertise to create tailored future-focused solutions for bank branches, headquarters and operations centers.
Diebold Nixdorf, Incorporated (NYSE: DBD) is a world leader in enabling connected commerce for millions of consumers each day across the financial and retail industries. Its software-defined solutions bridge the physical and digital worlds of cash and consumer transactions conveniently, securely and efficiently. As an innovation partner for nearly all of the world’s top 100 financial institutions and a majority of the top 25 global retailers, Diebold Nixdorf delivers unparalleled services and technology that are essential to evolve in an ‘always on’ and changing consumer landscape.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
The Federal Home Loan Bank of Cincinnati is part of the Federal Home Loan Bank System, a national network of 11 Federal Home Loan Banks and more than 6,500 member financial institutions. Services include Short and Long-Term Advances, Mortgage Purchase Program, Housing Program, and Correspondent Services.
Figure.......................................figure.com..................................................36
Figure Technology Solutions, Inc. (Nasdaq: FIGR) operates a blockchain-native capital marketplace that connects loan origination, funding, and secondary market activity through a single, integrated platform. More than 250 partners use Figure’s technology to originate and distribute over $20B in home equity and other consumer credit products, making Figure the largest non-bank home equity ecosystem in the U.S. Figure enables banks to modernize lending operations, accelerate time-to-market, and unlock new sources of liquidity while maintaining regulatory rigor. Through its consumer credit marketplace and digital asset infrastructure, Figure helps banks efficiently originate, fund, hold, or distribute loans with greater transparency and lower operational friction.
Fiserv is a global fintech leader powering payments, digital banking and commerce. We help financial institutions and businesses drive growth, efficiency, and seamless customer experiences through innovative technology solutions.
FPS Insurance offers tailored, flexible insurance solutions designed to meet your business needs. Our industry experts will partner with you to help you identify and minimize risk. Providing you the best combination of insurance protection, value, and price.
For more than 35 years, our team of marketing, consulting, data, and business professionals has helped organizations grow and acquire new customers. Using our data-driven High Performance Growth™ strategy, we deliver proven solutions ranging from product consulting and omnichannel marketing to employee training. We help businesses attract, retain, and grow customer relationships while building long-term profitability and success.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
Build on a solid foundation with CRA services that power community reinvestment across America. With education and custom training for new compliance professionals, our collaborative peer group, support services for growing departments, and CRA loan, investment, and service credit opportunities for community banks, we are positioned to help you navigate all of the complexities of compliance. Be confident in your CRA strategy, understand and implement compliance measures effectively, and be completely prepared for your next CRA exam with ICBA CRA Solutions.
IntraFi Network’s innovative balance-sheet management solution — known as IntraFiSM Network DepositsSM (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better.
Lenderful Solutions helps community banks nationwide streamline lending with customizable, white-labeled point-of-sale solutions for mortgage, home equity, consumer, commercial, and HELOC loans. Our platform integrates directly with existing loan origination and CRM systems while enhancing borrower engagement and lead generation. By digitizing the lending process, we help banks deliver faster approvals and closings while maintaining a personalized customer experience.
Lumos Insurance is the operating brand of The Plateau Group, a carrier serving banks and financial institutions since 1981. Through its licensed entities, Plateau Insurance Company and Plateau Casualty Insurance Company, Lumos delivers credit-driven life, health, and property insurance and debt cancellation programs that protect borrowers and support responsible lending. Rated A(Excellent) by AM Best and headquartered in Crossville, Tennessee
M2........................................................firstmutualholding.com/m2/ .............
M2 is a centralized, mortgage fulfillment entity that performs operational functions of mortgage lending and mortgage banking. For our member banks, we provide: a fully digital experience that begins with a well-designed customer facing POS system (Blend) that offers real-time communication; an enhanced loan origination platform (Encompass); and a centralized residential mortgage fulfillment services, including secondary market pricing, pipeline hedging, and loan operations services for both saleable and portfolio loans.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
Mariner is a national financial services firm providing investment and consulting solutions to financial institutions. Its Financial Institutions Group partners with banks nationwide, offering investment portfolio advisory services, asset/liability management (ALM) consulting, portfolio analytics, bond accounting, interest rate risk modeling, and brokerage support. Mariner helps banks balance risk and return while meeting the needs of their customers and communities
NBID is the first bank-owned reciprocal deposit network, created to give community and regional banks greater control, transparency, and oversight of their deposit infrastructure. NBID helps banks expand deposit insurance coverage, retain large depositors, reduce uninsured balances, and access funding at lower costs than traditional networks. The platform combines modern technology, streamlined operations, dedicated support, and a profit-sharing model that returns value directly to participating banks, all of which receive a membership interest in NBID.
OCCH, a nonprofit corporation, provides CRA Qualified tax advantaged investments to large and small banks alike. To date OCCH has invested over $4.25B in over 46,500 affordable housing units across Ohio. An investment in an OCCH sponsored equity fund meets the Investment Test under CRA while providing investors with a market rate of return through the purchase of low income housing tax credits.
Onsetto is a fintech company helping financial institutions win and activate business banking relationships. Through its SwitchAssist platform, Onsetto guides businesses through the transition of payroll, receivables, payables, and operating activity into new accounts, helping banks establish primary operating relationships faster. By removing the friction associated with switching banks, Onsetto enables stronger customer relationships, accelerated deposit growth, and improved account activation without requiring core or digital banking integration.
» Pentegra ............................................. Pentegra.com ................................... 13
Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
PRI is a process and profit improvement firm that has been assisting community banks with profit and efficiency improvements since 1990. We work with OBL members to boost non-interest income and reduce non-interest expense, evaluate data processing systems (core, EFT, LOS, etc.) and negotiate contract terms, provide merger integration assistance and much more. We utilize a collaborative, hands-on approach that results in real quantifiable change and bottom line improvements.
PULSE is a leader in debit payments, global cash access, and account transfers, and we deliver exceptional value, choice, and convenience to clients across the payments ecosystem. We enable reliable and secure digital money movement for a wide variety of debit card programs through our PULSE Network, the Discover® Debit program, an advanced fraud-detection platform, and partner-support services. Our commitment to continuous improvement, innovation, and prioritizing the unique business needs of our clients empowers payment solutions that meet the evolving demands of consumers. PULSE is part of the Discover Global Network.
PWCampbell is a full-service firm offering design-build, branch experience, and consulting services to the financial industry. Our vast experience lies within architecture, interior design, preconstruction, construction, branded environments, and award-winning technology solutions. Our Best in Class service and “open door” relationship with our clients are the cornerstones of the business. Backed by over a century of experience, we have the passion and vision to take your project to the next level.
R&T Deposit Solutions provides banks, wealth managers, and trust institutions with a selection of products and services designed to meet their unique cash sweep, deposit funding, and securitiesbased lending needs.
With margin pressures, increased regulatory focus, and evolving customer preferences, it is crucial that you have access to the data and tools your bank needs to perform. At S&P Global Market Intelligence, we provide essential intelligence to help you navigate the challenges of today’s banking industry.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
SBS CyberSecurity helps business leaders identify and understand cybersecurity risks to make more informed and proactive business decisions. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and mitigating cybersecurity risks. SBS provides turnkey offerings tailored to each client’s needs, including risk management solutions, network security, consulting, auditing, and education.
Shield Compliance sets the standard for compliance excellence in cannabis banking. The Shield compliance BSA/AML compliance management software solution sits behind the financial institution to simplify compliance, automate processes across multiple data sources, create efficiencies, unlock new revenue, and scale operations. With Shield, banks can take advantage of the opportunity to grow their portfolios, gain an early mover advantage on new relationships, and benefit from low-cost deposits, earning assets, and non-interest income that come from licensed cannabis businesses – all while protecting themselves from the risks associated with serving this industry.
The Small Business and Technology Development Center (SBTDC) provides management counseling and educational services to small and mid-sized businesses and promising startups. Most of our services are free of charge and all are confidential. By providing entrepreneurs with the tools they need to build and grow successful businesses, the SBTDC positively impacts the local and statewide North Carolina economy.
Spry helps you market and manage your brand with absolute efficiency. Spry is a brand optimization partner for their clients and believes in the wisdom of disciplined budget management, marketing solutions for brand expression, and thoroughly efficient brand management.
StrategyCorps works with hundreds of financial institutions nationwide to deliver mobile and online consumer checking solutions that enhance customer engagement and increase fee income. This includes two premier products CheckingScore, an analytical tool that ranks each customers total financial productivity, and a customizable BaZing mobile rewards app that delivers thousands of local merchant discounts and name-brand national retailer offers to their mobile phone, among other protection benefits.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out more in the Reef of Resources.
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am, 10:15 am - 10:30 am & 11:30 am - 12:00 pm
Wednesday 7:30 am - 9:00 am & 10:00 am - 10:45 am
Federal Reserve Financial Services (FRFS) provides payment and information services that support the nation’s financial system. Through solutions such as FedACH, Fedwire, and the FedNow® Service, FRFS enables secure, efficient, and instant payments while advancing innovation, safety, and collaboration across the payments industry.
TransFund has been making money move since 1975 and is one of the leading ATM/EFT networks and debit card processors in the nation. For over 50 years, TransFund has been technology driven and provides ATM, Debit Card, Credit Card, Merchant Services, Fraud Protection and customized marketing to community financial institutions. We are focused on serving community banks with the same face-to-face service that makes them successful.
For almost 27 years, Unity FI Solutions has been a trusted provider of ACH, Lockbox, Merchant Services, and NSF Check and ACH representment solutions for banks nationwide. Our programs provide competitive pricing, scalable infrastructure, and bank-grade capabilities to help financial institutions expand treasury services, reduce operational overhead, and deliver modern digital payment solutions to their business customers. We pride ourselves on responsive support and longterm partnerships with the institutions we serve.
Thank You Sponsors
Board Dinner
Banc Consulting Partners
FHLB Atlanta
FHLB Cincinnati
Hotel Keycard
BHG Financial
Welcome Gift
Centrant
Keynote
PWCampbell
S.R. Snodgrass, P.C.
Registration Bags
Vorys, Sater, Seymour & Pease LLP
Executives & Directors Workshop
Profit Resources, Inc.
Vorys, Sater, Seymour & Pease LLP
Onsite Guide
American Bankers Association
Lanyards
ClearTrust
WIFI
Forvis Mazars
Breakfast Spry, Inc.
First National Bankers Bank
Notepads
FBBS
Sunday Reception
Gallagher
NCBA Board Meeting
NBID/ModernFi
Beverage Breaks
ICI Consulting PULSE
Golf Hole Sponsor
Angott Search Group
Presenting
OBL BankServices
Ohio Bankers Benefits Trust
NCBA Luncheon
ICBA
Registration
CBS
Pool Cabanas
CRS Data
Ohio Capital Corporation for Housing
Golf Outing
Visa
Golf Beverage Cart Sponsor
Crowe LLP
Breakout Sessions
Abrigo ClearTrust, LLC
Darling Consulting
EPCOR
HUB International Luse Gorman P.C.
StrategyCorps
Verapath
Name Badges
COCC, Inc
Floor Decals
Keefe, Bruyette & Woods
Monday Evening Reception
Cherry Bekaert
United Bankers’ Bank
Tumblers
Primax
NCBA App Sponsor
Elliott Davis Friend
ACBB Plante Moran
Attendees List
ABA - American Bankers Association
Janet Skelly
VP Membership
Washington, DC
ABA - American Bankers Association
Tyler Wong
VP Membership Washington, DC
Abrigo
Justin Crawley
Senior Consultant
Austin, TX
Abrigo
Joseph Heiman
Account Executive Association
Austin, TX
Abrigo
Malosi Pa’u
Account Executive
Austin, TX
Abrigo
Kevin Wellington
Account Executive
Austin, TX
ACBB - Atlantic Community Bankers Bank
Brad Adkins
Business Development Advisor
Camp Hill, PA
Alter Domus
Robert Ashbaugh
Director
Charlotte, NC
American Pride Bank
Ben Freeman
EVP, Regional President, North Carolina
Charlotte, NC
American Pride Bank
Michael Sharpton
EVP, Chief Growth and Revenue Officer
Charlotte, NC
American Pride Bank
Leigha Smith
EVP, Regional Director of Retail Lexington, NC
Angott Search Group
Charlie Tudor
Managing Director Financial Services
Rochester, MI
Archer RM
Chris Hawkins
Account Executive
Shawnee Mission, KS
Archer RM
Patrick Smith
Account Executive
Shawnee Mission, KS
Arctic Wolf
Darius Clare Director
Minneapolis, MN
Arctic Wolf
Allie Jo Drager
Account Representative
Eden Prairie, MN
Arkatechture
Colby McEnany
Account Executive
Portland, ME
Arkatechture
John Murphy
Head of Sales
Portland, ME
Atlantic Community Bankers Bank
James Maness
VP, Business Development Advisor
Camp Hill, PA
Aufort
George Brandes
CEO
Raleigh, NC
Aunalytics
Brad Thien
Relationship Manager
Bellefontaine, OH
Banc Card of America, Inc.
Tyler Cook
SVP | Director of Financial Institutions
Nashville, TN
Banc Card of America, Inc.
Jeremy Felix
Market Leader
Nashville, TN
Banc Card of America, Inc.
Brad Martin
SVP Training & Strategic Partnerships
Nashville, TN
Banc Consulting Partners
Matt Kocin
Director of Client Relations
Westlake, OH
Banc Consulting Partners
Lou Moore
Managing Principal Westlake, OH
Bank of America
Jeneen Marziani
Ohio Market President | President, Bank of
America Cleveland Cleveland, OH
Banzai
Jake Finlinson
VP of Sales
Provo, UT
Banzai
Colten Lamb
Account Executive
Provo, UT
Belmont Savings Bank, SSB
Mark Yount
President and CEO
Belmont, NC
Benchmark Community Bank
Ricky Houser
Sr Vice President, NC Market Executive
Wake Forest, NC
Attendees List
BHG Financial
Kathleen Connellan
VP, Institutional Relationships
Syracuse, NY
BHG Financial
Rachel Thorton
VP, Institutional Relationships
Syracuse, NY
Blueharbor Bank
Jim Marshall
President & CEO
Mooresville, NC
Blueharbor Bank
Riley Sloan Director
Mooresville, NC
Brean Capital, LLC
Chris Chapman
Managing Director | Investment Banking
Cleveland, OH
Brown Edwards, CPAs
Andrew Shear
Manager
Harrisonburg, VA
Brown Edwards, CPAs
Ben White
Partner | Practice Leader
Harrisonburg, VA
Carter Bank & Trust
Rich Spiker
Senior Executive Vice President
Greensboro, NC
Cennox
Saeed Moghadam
Senior Client Executive
Alpharetta, GA
Cennox
Rick Smith
Vice President of Sales
Alpharetta, GA
Centrant Community Capital
Rocky Herring
EVP - Credit & Lending
Raleigh, NC
Cherry Bekaert LLP
Chris Purvis
Partner/Financial Institutions Practice Leader
Louisville, KY
Cherry Bekaert LLP
Kathy Herbig Partner
Louisville, KY
Cherry Bekaert LLP
Chase Lawshe
Assurance Senior Manager
Raleigh, NC
Civista Bank
Chuck Parcher
President
Sandusky, OH
Clark, Schaefer, Hackett & Co.
Scott Deters
CPA, Shareholder
Cincinnati, OH
ClearTrust, LLC
Daniel Farra
Blockchain Solutions Specialist
Lutz, FL
ClearTrust, LLC
Kara Kennedy
President Lutz, FL
COCC, Inc.
Costa Nasiakos
Core Sales Territory Manager
Southington, CT
Commercial Bank
Dan Boyd
President- Retail Banking
Gastonia, NC
Community Bank Real Estate Solutions
David Reitzel
President - CBRES
Hickory, NC
Community Bankers’ Bank
Brian Jones
VP, Regional Manager
Midlothian, VA
Community Bankers’ Bank
Gary Shook
President & CEO
Midlothian, VA
Compliance Alliance
Chance Williams
President, Review Alliance
Austin, TX
Crowe LLP
Nicole Spiker
CPA, CIA | Partner
Columbus, OH
CRS Data
Tony Ware
SVP, Financial Sales & Client Management
Knoxville, TN
CRS Data
Alwyn Staley Partner Knoxville, TN
Computer Services, Inc. (CSI)
Matt Herren
Director of Payment Strategy
Paducah, KY
Computer Services, Inc. (CSI)
Morgan Mehler
Account Executive
Paducah, KY
Darling Consulting Group
Billy Guthrie
Managing Director
Newburyport, MA
Darling Consulting Group
Joe Kennerson
Managing Director
Newburyport, MA
Deluxe Corporation
Jeff Berkes
Regional Client Manager
Powell, OH
Attendees List
Deluxe Corporation
Gregg Cox
Strategic Client Manager
Greensboro, NC
Design Collaborative
Jared Monce
Architect
Fort Wayne, IN
Design Collaborative
Chris Stine
Registered Architect
Fort Wayne, IN
Diebold Nixdorf
Mark Legg
Regional Account Executive Hudson, OH
Diebold Nixdorf
Brian Ventosa
Regional Account Executive Hudson, OH
Dinsmore & Shohl LLP
Michael Dailey
Partner
Cincinnati, OH
Dinsmore & Shohl LLP
Jacqueline McCloskey
Associate
Cincinnati, OH
Econocheck
Jim Bloom
Regional Sales Manager
Stockbridge, GA
Elliott Davis
Josh White
Partner
Raleigh, NC
EPCOR
Brandie Thacker President & CEO
Kansas City, MO
F&M Bank
Barb Britenriker
Chief Financial Officer
Archbold, OH
F&M Bank
Lars Eller
President, CEO & Director
Archbold, OH
F&M Bank
Dave Gerken
EVP | Chief Lending Officer Archbold, OH
F&M Bank
Doug Shaw
Regional President Southern Ohio Archbold, OH
F&M Bank
Tonya Barber Chief Operating Officer
Salisbury, NC
F&M Bank
J Steven Fisher
Chairman & CEO
Salisbury, NC
F&M Bank
Timothy Proper
Chief Lending Officer - EVP
Salisbury, NC
Federal Home Loan Bank of Atlanta
Daniel Williams
Senior Relationship Manager
Atlanta, GA
Federal Home Loan Bank of Cincinnati
Bryan Parkhurst
AVP, Relationship Manager Cincinnati, OH
Federal Home Loan Bank of Cincinnati
Montez Shugars
AVP | Relationship Manager
Cincinnati, OH
Federal Reserve Financial Services
Brad Bristow
Regional Relationship Manager
Chicago, IL
Fidelity Bank
Mary Willis
President & CEO
Fuquay-Varina, NC
Figure
James Branco
Senior Director | Partnership Development
San Francisco, CA
Figure
Jason Smith
Director | Partnership Development
San Francisco, CA
FPS Insurance
Ted Frizen
President
Nashville, TN
First Bank
Bill Bunn EVP
Raleigh, NC
First Bankers Banc Securities, Inc.
Jim Lewis
SVP
Overland Park, KS
First Carolina Bank
Kristen Brabble
Chief Operating Officer
Rocky Mount, NC
First Citizens National Bank of Upper Sandusky
Nancy Johnson Board Chairman
Upper Sandusky, OH
First Citizens National Bank of Upper Sandusky
Frank Reinhard
Chief Lending Officer
Delaware, OH
First Citizens National Bank of Upper Sandusky
Jenny Romich
President & CEO
Upper Sandusky, OH
Attendees List
First Community Bank, NA
Jason Belcher
Chief Operating Officer
Oakvale, WV
First Community Bank, NA
Sarah Harmon
Chief Administrative Officer & General Counsel
Princeton, WV
First Federal Bank
Dana Hamilton
SVP/Director RML
Dunn, NC
First Federal Bank
Lauren Wellons White
Chairman
Dunn, NC
First Federal Bank
Jeff Whittington
President/CEO
Dunn, NC
First Federal Bank of Ohio
Joe Clime
President & CEO
Galion, OH
First Federal Community Bank, N.A.
Scott Finnell
EVP | Chief Credit Officer
Dover, OH
First Federal Community Bank, N.A.
Matt Miller
President & CEO
Dover, OH
First Federal Savings & Loan Association of Lorain
Mike Brosky
CEO & Director
Lorain, OH
First Federal Savings & Loan Association of Lorain
Heidi Rocker Brosky
Chief Lending Officer
Lorain, OH
First Federal Savings Bank
Kelly Atkins CEO/President Lincolnton, NC
First Federal Savings Bank
Tammy Dellinger
Human Resources Manager Lincolnton, NC
First Mutual Holding Company
Tom Fraser Chief Executive Officer
Lakewood, OH
First Mutual Holding Company
Andy Shook Chief Financial Officer
Lakewood, OH
First National Bank
Brad Jones
EVP of Carolinas Commercial Banking Charlotte, NC
First National Bankers Bank
Chris Alexander
SVP - Correspondent Lending Lake Mary, FL
First National Bankers Bank
Rose Washofsky
SVP - Relationship Manager Holly Springs, NC
First State Bank
Mike Pell
President & CEO
Winchester, OH
FiServ
Nicholas Underwood
Sales Executive
Brookfield, WI
Forvis Mazars
Tom Hauck
Managing Director
Cincinnati, OH
Forvis Mazars
Steven Wuchnick
Partner
Cincinnati, OH
Forvis Mazars
Kara Bowen
Managing Director
Greenville, NC
Forvis Mazars
Chandler Dew Manager
Charlotte, NC
GAD Insurance
Katie Gazley
Financial Institution Specialist
Westlake, OH
Haberfeld
Colin Wingard
Solutions Representative Lincoln, NE
High Performance Teams
Lorie Walker
Learning Experience Manager Lafayette, LA
Hocking Valley Bank
Polly Sumney
President & CEO Athens, OH
Hometown Bank
Colin Boyle
EVP | CFO, Treasurer & Secretary Kent, OH
Hometown Bank
Howard Boyle
Chairman of the Board
Kent, OH
Hometown Bank
Mike Lewis
President & CEO Kent, OH
Attendees List
Hometown Bank
Scott Mikula
EVP | Chief Operations Officer
Kent, OH
HomeTrust Bank
Natasha Drozdak
SVP, Director of Marketing and Digital Strategy
Columbia, SC
HomeTrust Bank
Lora Jex
Chief Risk Officer
Upstate, SC
HomeTrust Bank
Kevin Nunley
Chief Credit Officer
Asheville, NC
HomeTrust Bank
Megan Pelletier
Chief Operations and People Officer
Charlotte, NC
HomeTrust Bank
Kristin Powell
EVP, Consumer and Business Banking Group
Executive
Charlotte, NC
HomeTrust Bank
Chuck Sivley
Chief Technology Officer
Asheville, NC
HomeTrust Bank
John Sprink
EVP, Commercial Banking Group Executive
Raleigh, NC
HomeTrust Bank
Tony VunCannon CFO
Asheville, NC
HomeTrust Bank
Hunter Westbrook
President and CEO
Asheville, NC
HUB Financial Services
Omar Hinojosa Managing Partner
Louisville, KY
HUB Financial Services
Mark Miller Consultant Louisville, KY
HUB Financial Services
Todd Taylor President Louisville, KY
ICBA
Randy Moreland Vice President, Business Development
Washington, DC
ICBA CRA Solutions
Marnie Stewart
Director, Partner Relationships
Memphis, TN
ICI Consulting
Thom Gresak
Senior Vice President
Saint Petersburg, FL
Innovative Financing Solutions
Joe Herbst
SVP | Business Development
Drexel Hill, PA
IntraFi
Erich Buckenmaier
Managing Director Arlington, VA
IntraFi
Danny Capitel
Regional Director
Arlington, VA
Kaplan Partners
Alan Kaplan
Founder & CEO
Wynnewood, PA
Keefe, Bruyette & Woods
Christopher Kochard
Director Richmond, VA
Keefe, Bruyette & Woods
Adam Tarvin
Managing Director
Saint Louis, MO
Keefe, Bruyette & Woods
Scott Anderson
Head of KBW Investment Banking, Co-Head Stifel Investment Banking
New York, NY
KS Bank, Inc.
Harold T Keen Director Emeritus
Smithfield, NC
KS Bank, Inc.
Dit Breault Chief Operations Officer
Smithfield, NC
KS Bank, Inc.
Roger Thomas Chief Wealth Officer
Smithfield, NC
KS Bank, Inc.
Earl W. Worley, Jr. President/CEO
Smithfield, NC
LCNB National Bank
Rob Haines
President Lebanon, OH
LCNB National Bank
Eric Meilstrup CEO
Lebanon, OH
LCNB National Bank
Tricia Walter
EVP | Chief Risk Officer Cincinnati, OH
Lenderful Solutions
Paul Lehnert
Director of Business Development Birmingham, MI
Attendees List
LifeStore Bank
Harry Davis
Director
West Jefferson, NC
LifeStore Bank
Michael Sherman Director
West Jefferson, NC
LifeStore Bank
Robert Washburn President & CEO
West Jefferson, NC
Live Oak Bank
William Losch
President
Wilmington, NC
Lumbee Guaranty Bank
Kyle Chavis
CEO
Pembroke, NC
Lumos Insurance
Greg Janssen
VP-National Sales
Crossville, TN
Lumos Insurance
Toby Osborne
Training & Account Development
Crossville, TN
Luse Gorman, PC
Ben Azoff
Partner
Washington, DC
Luse Gorman, PC
Brendan Clegg Partner
Washington, DC
Luse Gorman, PC
Kip Weissman Partner
Washington, DC
M&F Bank
James Sills
President/CEO
Durham, NC
M2
Teresa Stone
SVP | Director of Mortgage Operations
Lakewood, OH
M2
Paul Thompson
President & CEO
Lakewood, OH
Mariner Financial Institutions Group
John Adams Senior Advisor
Bloomfield Hills, MI
Mariner Financial Institutions Group
Brian Bennett
Managing Director | Financial Institutions Group
Bloomfield Hills, MI
Mariner Financial Institutions Group
Don Jeffery
Senior Advisor
Bloomfield Hills, MI
Mechanics Bank
Jeff Gorman
Director
Mansfield, OH
Mechanics Bank
Justin Marotta
Director
Mansfield, OH
Mechanics Bank
Mark Masters
Chairman, President & CEO
Mansfield, OH
Mechanics Bank
Jason Painley
Executive Vice President & CFO
Mansfield, OH
Mechanics Bank
Tom Ross
Director
Mansfield, OH
Mercer Savings Bank
Barry Parmiter
President & CEO
Celina, OH
Minster Bank
Dale Luebke
President, CEO & Director
Minster, OH
Mutual Federal, a division of First Bank
Richmond
Bill Daily
Market President Ohio Columbus, OH
Nantahala Bank and Trust Company
Greg Proffitt
President/CEO
Franklin, NC
NBID
Tony Karalekas
Head of Business Development & Partnerships
New York, NY
North Carolina Bankers Association
Peter Gwaltney
President & CEO
Raleigh, NC
North Carolina Bankers Association
Lynn Johnson
Executive Vice President & COO Raleigh, NC
North Carolina Bankers Association
Hillary Kestler
Director of Communications and Marketing, SVP Raleigh, NC
North Carolina Bankers Association
Laura Rasnick
Conference & Events Manager, VP Raleigh, NC
Attendees List
North Carolina Bankers Association
Darrell Rogers
Director of Member Services, SVP
Raleigh, NC
North Carolina Bankers Association
Janice Royster
Director and Student Navigator, SVP
Raleigh, NC
North State Bank
Brian Hedges
EVP-CCO
Raleigh, NC
North State Bank
Jonathan Krieps
Chief Operations Officer
Raleigh, NC
North State Bank
Amanda Lloyd
Executive Vice President
Raleigh, NC
North State Bank
Stacy Reedy
President & CFO
Raleigh, NC
North Valley Bank
Jim Nicholson
President, CEO
Zanesville, OH
OBL BankServices
Michelle Crume
SVP/Executive Director | OBL BankServices Columbus, OH
Ohio Bankers League
Mike Adelman
President & CEO
Columbus, OH
Ohio Bankers League
Don Boyd
SVP | Government Relations & General Counsel
Columbus, OH
Ohio Bankers League
Paige Houlihan
Products & Services Coordinator Columbus, OH
Ohio Bankers League
Sarah Husk
Education Manager Columbus, OH
Ohio Bankers League
Evan Kleymeyer
SVP | Government & External Relations Columbus, OH
Ohio Bankers League
Chris Zeek
Benefits Manager, OBBT Columbus, OH
Ohio Capital Corporation for Housing
Ken Scheuer
VP - Capital Markets Columbus, OH
Ohio Capital Corporation for Housing
Jon Welty
Executive Vice President Columbus, OH
Old North State Trust
Marshall Allen
Director of Trust Services Charlotte, NC
Old North State Trust
Denis de St. Aubin
Chairman of the Board Greensboro, NC
Old North State Trust
Tammy Sharpe
President and CFO
Greensboro, NC
Old North State Trust
Michael Spohn
CEO
Greensboro, NC
Onsetto
Alex Orlando
Regional VP | Sales
Parrish, FL
Park National Bank
Matt Miller
President & CEO
Newark, OH
PCBB
Dennis Falk
SVP/Regional Manager
Walnut Creek, CA
PCBB
Michael Foreman
SVP, Regional Manager Northeast Region
Hershey, PA
Pentegra Retirement Services
John Schafer
National Leader, Financial Ins
White Plains, NY
Peoples Bank
Katie Bailey
EVP | Chief Financial Officer & Treasurer
Marietta, OH
Peoples Bank
Tyler Wilcox
President, CEO & Director
Marietta, OH
Peoples Bank
Bill Cable
President and CEO
Newton, NC
Peoples State Bank
Michelle Davis
VP | Advertising & Marketing Officer
New Lexington, OH
Peoples State Bank
Tony Davis
President & CEO
New Lexington, OH
Attendees List
Peoples State Bank
Paul Hill
Director
New Lexington, OH
Peoples State Bank
Scott Hill
Director
New Lexington, OH
Peoples State Bank
Chris Mooney
Director
New Lexington, OH
Peoples State Bank
Larry Nash
Chairman
New Lexington, OH
Performance Trust Capital Partners, LLC
Jim Crotty
Managing Director Chicago, IL
Performance Trust Capital Partners, LLC
Paul Drake
Director | Balance Sheet Strategies Chicago, IL
Performance Trust Capital Partners, LLC
Matt Kennedy
Managing Director, Investment Banking
Chicago, IL
Performance Trust Capital Partners, LLC
Chad Thorson
Director
Chicago, IL
Piedmont Federal Savings Bank
David Barksdale
CEO
Winston-Salem, NC
Piedmont Federal Savings Bank
Charles Ryan Chief Credit Officer
Winston Salem, NC
Pinnacle Financial Partners
Susan Apple
Client Services Area Manager Greensboro, NC
Pinnacle Financial Partners
Katie Elder SVP, Area Manager Charlotte, NC
Piper Sandler Companies
Dave McCallion
Director | Financial Services Greenwich, CT
Plante Moran
Bryan Johnson Partner Columbus, OH
PNC Bank, National Association
Mary Auch
Regional President, Central Oh
Columbus, OH
PNC Capital Markets
Courtney Ritter
Managing Director Pittsburgh, PA
PNC Capital Markets
Scott Bacue
Managing Director
Raleigh, NC
Primax
David Haslam
Chief Operating Officer
Saint Petersburg, FL
Primax
Larry Wilde
National Sales Executive
Saint Petersburg, FL
Profit Resources, Inc.
Scot Lewis
Business Development
Monroe, GA
Profit Resources, Inc.
Brett Rawls
Head of Client Engagement Monroe, GA
Profit Resources, Inc.
Shaw Lokey
Business Development
Woodstock, GA
PULSE
Marie Braeutigam
Senior Manager, Business Dev
Houston, TX
PULSE
Brian Harbin
Senior Manager, Business Development
Houston, TX
PWCampbell
Marshall Jett
Vice President
Pittsburgh, PA
PWCampbell
Cody Taymore
Regional Vice President
Pittsburgh, PA
R&T Deposit Solutions
Ward Rice
Managing Director | Banking & New York, NY
Raymond James William Wagner
Managing Director
Raleigh, NC
Regions Bank
Thad Walton
Commercial Banking Executive Charlotte, NC
RiverHills Bank
Dean Allen
EVP | Chief Lending Officer
Milford, OH
RiverHills Bank
Joe Leonardi
SVP | Head of Credit
Milford, OH
Roxboro Savings Bank
Keith Epstein CEO
Roxboro, NC
Attendees List
S&P Global
Brittany Reno
Senior Account Manager
Dallas, TX
S&P Global
Josh Woodson
Senior Sales Director - Financial Institutions
Wilmington, NC
S.R. Snodgrass, P.C.
Heather Bernhard Assurance Principal
Cranberry Township, PA
S.R. Snodgrass, P.C.
Ian McDowell
Principal
Cranberry Township, PA
Safe Deposit Company
Michael Dearing
President
Davidson, NC
SBS CyberSecurity
May Ormsbee
Services Sales Executive
Madison, SD
SBTDC
Byron Hicks
Assistant Vice Chancellor / State Director
Raleigh, NC
Select Bank
Mark Holmes
Financial Consultant
Forest, VA
Shield Compliance, LLC
Richard Drennen
Business Development Officer
Birmingham, AL
Southern Bank and Trust Company
Drew Covert CEO
Mount Olive, NC
Southern Hills Community Bank
Lindsay Cloud President, CFO Leesburg, OH
Southern Hills Community Bank
Jeff Cloud CEO Leesburg, OH
Southern Hills Community Bank
Ryan Page SVP Lending
Leesburg, OH
SouthState Bank, NA
Charlie Winborne SVP
Charlotte, NC
SPRY, Inc.
Bill Saunders
Senior Business Manager Anderson, IN
SRM - Strategic Resource Management
Patti Bush
SVP - Client Relationship Development
Memphis, TN
SRM - Strategic Resource Management
Mike Hines
VP | Business Development
Memphis, TN
Stephens Inc.
Nate Mittag
Managing Director, Investment Banking
FI Group
New York, NY
Stock Yards Bank & Trust
James Brown
SVP & Director of Specialized Banking Louisville, KY
StrategyCorps
Dave DeFazio Partner
Brentwood, TN
StrategyCorps
Tyler Goddard
Regional Director
Brentwood, TN
Taylorsville Savings Bank
Carrie Lackey
President and CEO
Taylorsville, NC
TD Bank
Christopher Arabia Commercial Market President - North Carolina Reston, VA
The Bank of Magnolia Company
Kevin Greer
Chairman, President & CEO
Magnolia, OH
The Cincinnatus Savings and Loan Company
Mike St. John
President & CEO
Cincinnati, OH
The Farmers Bank and Savings Company
Paul Reed Chairman
Pomeroy, OH
The First National Bank of Pandora
Brendon Matthews
President & CEO Pandora, OH
The Killbuck Savings Bank Company
Rachel Miller
President & CEO
Killbuck, OH
The National Bank of Adams County of West Union
Chris Harover President
West Union, OH
Attendees List
The North Side Bank and Trust Company
Jack Coors
President & CEO
Cincinnati, OH
The Union Bank Company
Brian Young
Chairman, President & CEO
Columbus Grove, OH
TransFund
Luke Shoemaker
Senior Sales Executive
Tulsa, OK
Truist Bank
Chris Bell
Region President Raleigh, NC
Union Savings Bank
Keith Borders
Chief Corporate Responsibility Officer, VP of Community Development
Cincinnati, OH
United Bankers’ Bank
Chris Knight
SVP & Regional Sales Manager
Troy, MI
United Bankers’ Bank
Elizabeth Woodruff
VP, Correspondent Banking Officer
Richfield, MN
Unity FI Solutions
Nellie Schlachter
Relationship Manager
Charlotte, NC
Uwharrie Bank
Heather Almond CFO
Albemarle, NC
Valley Central Bank
Fred DeBiasi
Chief Executive Officer & Director
Hamilton, OH
Verapath
Alec Crawford
Founder & CEO
Cos Cob, CT
Vertical IQ
Bobby Martin CEO
Raleigh, NC
Vorys, Sater, Seymour and Pease LLP
Kim Schaefer Partner Cincinnati, OH
Vorys, Sater, Seymour and Pease LLP
Matt Walker Counsel
Columbus, OH
Wyrick Robbins Yates & Ponton LLP
Jonathan Greene Attorney
Raleigh, NC
