Bank Board Forum 2025 Presentations
Bank Services members may login to access presentation materials from the 2025 Bank Board Forum Conference. Please note, only those sessions listed below provided session presentations. If a session is not listed, a presentation was not provided. If you have any questions, please feel free to email us at [email protected].
-
The State of Our Industry
Brian Leibfried, Head of Client Insights, Performance Trust Capital Partners, LLCSign In To Download -
10:30 AM Compensation & Talent General SessionCEO Evaluations: Balancing Financial and Strategic Results
Karen Butcher, Managing Director, Pearl Meyer
Peter Thies, Managing Director, Pearl MeyerSign In To Download -
10:30 AM Governance & Strategy General SessionNavigating Through An Evolving M&A Landscape
Frank Sorrentino, Managing Director, Stephens Inc.
Scott Studwell, Managing Director, Stephens Inc.Sign In To Download -
11:05 AM Audit & Risk General SessionOptimizing Compliance: Strategies for the Future
Erica Carlson, Principal, CliftonLarsonAllen LLP
Karen Leiter, Principal, CliftonLarsonAllen LLPSign In To Download -
11:05 AM Compensation & Talent General SessionCompensating and Retaining Top Talent
Rosie Allen-Harring, Director, Wesbanco Bank, Inc.
Eric Hosken, Partner, Compensation Advisory Partners
Chris Callegari, Senior Associate, Compensation Advisory PartnersSign In To Download -
12:45 PM Breakout 1Bank Director 101: Serving on the Nominating/Governance Committee
Steve Gill, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
Michael Reed, Partner, Skadden, Arps, Slate, Meagher & Flom LLPSign In To Download -
12:45 PM Breakout 2Leveraging Loan Data
Stephanie Ballard, Senior Manager, Crowe LLP
Eric Newell, EVP, Chief Financial Officer, Eagle BancorpSign In To Download -
12:45 PM Breakout 3Evolving Strategies to Attract, Retain, and Develop High Performers from Board Members to Bank Colleagues
Dara Klein, Managing Director, Kaplan Partners
Maureen Gillan-Myer, Chief Human Resources Officer, Community Financial System, Inc.
Jack Murphy, President & CEO, BankNewportSign In To Download -
12:45 PM Breakout 4The Audit Committee’s Agenda
Julee Fox, Partner, Forvis Mazars
Adam Thomas, Partner, Forvis MazarsSign In To Download -
1:35 PM Breakout 1Bank Director 101: Serving on the Compensation Committee
Mike Blanchard, CEO, Blanchard Consulting Group
Jeff Fairchild, SVP, Lead Consultant, Blanchard Consulting GroupSign In To Download -
1:35 AM Breakout 2Future-Proofing Your Audit Committee
Johanna Ames, Director, NBT Bancorp
Kristin McDonner, Partner, Crowe LLPSign In To Download -
1:35 PM Breakout 3The Risks and Rewards of BAAS
James Stevens, Partner, Troutman Pepper Locke LLPSign In To Download -
1:35 PM Breakout 4D&O Liability Market Update: Banking Sector
Dennis Gustafson, Financial Institutions Practice Leader, The Baldwin GroupSign In To Download
-
9:45 AM Audit & Risk General SessionTurn Data Into Action: A Practical Guide to Using Risk Data
Gayle Woodbury, Principal, Integrated Risk Management Leader, Crowe LLPSign In To Download -
9:45 AM Compensation & Talent General SessionThe Profile of a Resilient Bank Leader
Peter Thies, Managing Director, Pearl MeyerSign In To Download -
9:45 AM Governance & Strategy General SessionStrengthening Board Leadership
Greg Parisi, Partner, Troutman Pepper Locke LLPSign In To Download -
10:30 AM Compensation & Talent General SessionSupercharging Bank Financials By Adopting an Employee Stock Ownership Plan (an “ESOP”)
Tony Eppert, Partner, Hunton Andrews Kurth LLPSign In To Download -
10:30 AM Governance & Strategy General SessionBank Valuation: Determining a Bank’s M&A and Going-Concern Value
Christopher Olsen, Managing Partner, Olsen Palmer LLCSign In To Download -
11:05 Audit & Risk General SessionA Bank Board’s Role in Overseeing AI Initiatives
John Huyette, Principal, Risk Consulting, RSM US LLPSign In To Download -
11:05 AM Compensation & Talent General SessionNavigating Executive Team Transitions
Andrew Strimaitis, Chair & Partner, Compensation & Benefits, Barack Ferrazzano Kirschbaum & Nagelberg LLPSign In To Download -
11:05 AM Governance & Strategy General SessionHow Banks Make the Decision to Buy or Sell
Peter Weinstock, Partner, Hunton Andrews Kurth LLP
Beth Whitaker, Partner, Hunton Andrews Kurth LLPSign In To Download -
12:45 PM Breakout 1Bank Director 101: Serving on the Audit Committee
Bradley Floore, Senior Manager, HORNE LLP
Tim Morgan, Partner, HORNE LLP
Maureen Rude, Director & Audit Committee Chair, Opportunity Bank of MontanaSign In To Download -
12:45 PM Breakout 2Strategic Approaches to Bank M&A: Navigating Opportunities and Challenges
Joe VanFleet, Member & Co-Chair Financial Institutions Practice, Howard & HowardSign In To Download -
12:45 Breakout 3Outward Mindset – Driving Success as a Leader for Your Team by Looking Beyond Yourself
Joy Duce, Managing Principal, Human Capital Consulting, Crowe LLPSign In To Download -
12:45 PM Breakout 4Navigating the Impact of Rising Rates
John Rempe, Senior Director, KBRA
Brian Ropp, Managing Director, KBRASign In To Download -
1:35 PM Breakout 1Bank Director 101: Serving on the Risk Committee
Cory Ingram, Senior Manager, Baker Tilly
Noory Song, Director, Baker TillySign In To Download -
1:35 PM Breakout 2Achieving Sustainable Deposit Growth
Tim Keith, CEO, Infusion Marketing GroupSign In To Download -
1:35 PM Breakout 3Navigating Compensation Challenges as Your Bank Grows
Shaun Bisman, Partner, Compensation Advisory Partners
Mike Bonner, Partner, Compensation Advisory PartnersSign In To Download -
1:35 PM Breakout 4Building a Strong Regulatory Relationship: A Proactive Approach
Meg Tahyar, Head of Financial Institutions Group & Partner, Davis Polk & Wardwell LLPSign In To Download -
Charting the Course for Tomorrow’s Banks
Kirk Hovde, Managing Principal & Head of Investment Banking, Hovde Group LLCSign In To Download
-
9:15 AM Breakout 1Bank Director 101: Serving on the Technology Committee
Shea Gabrielleschi, VP, Relationship Development, Hartman Executive Advisors
Chad Quarles, CISO/Security Advisor, Hartman Executive AdvisorsSign In To Download -
9:15 AM Breakout 2Asset Liability Management: Agility, Consistency & Transparency
Will Newcomer, Director, Finance & Risk, Empyrean Solutions, LLCSign In To Download -
9:15 AM Breakout 3Getting Crypto-Ready: Why All Banks Must Prepare
Meredith Rousseau, SVP, Banking and Financial Services, SolomonEdwardsGroup LLC
John Zazzera, President & CEOSign In To Download -
9:15 AM Breakout 4Cybersecurity in a Regulated Environment
Kim Freytes, Deputy Chief Risk Officer, R&T Deposit Solutions
Jason Mull, EVP, Chief Risk Officer and Chief Information Security Officer, R&T Deposit SolutionsSign In To Download