Dan Flaherty is managing director at Janney Montgomery Scott LLC. He joined Janney in June 2019 as part of Janney’s acquisition of FIG Partners and has 15+ years of advisory experience in the community banking industry. At FIG Partners, Mr. Flaherty helped the company expand throughout the East Coast region and became one of the eleven partners in 2017. Prior to joining FIG Partners, Mr. Flaherty worked at The Carson Medlin Company (Tampa, FL), providing investment banking services to community financial institutions. Mr. Flaherty’s experience includes advising community banks on strategic options, capital planning, sell-side mergers, buy-side mergers and capital raising. Mr. Flaherty holds the Series 7, 24, 63 & 79 FINRA licenses.
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About the presenter
Presented by
Eve Rogers
Partner
Crowe LLP
Eve Rogers is a partner at Crowe LLP. She isin charge of the Atlanta audit practice with over 25 years of financial services experience, serving clients ranging in size from $300 million to $20 billion in assets. Her experience includes financial statement audit, internal controls over financial reporting, fraud investigation, consulting on allowance methodologies and the implementation of various accounting standards, consulting on bank acquisitions, and initial public offerings.
Ms. Rogers is a frequent speaker for S&P Global Market Intelligence, Moody’s Analytics, Bank Director, various state banking and CPA associations, Crowe’s internal and external training programs, and facilitates bank CFO peer group meetings on a quarterly basis.
Ms. Rogers serves as department chair of people leadership within Crowe University, co-chair of audit’s client experience strategic council and executive sponsor of the firm’s Asian business resource group. She is a member of the AICPA and Georgia State Society of CPA’s.
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About the presenter
Presented by
Michelle King
Chief Executive Officer
Bank Director
Michelle King is Chief Executive Officer of Bank Director and FinXTech. In this role, she is responsible for overseeing the strategy and financial performance of the company. Michelle joined Bank Director in 2011. She is focused on leading the company’s business development and bank services efforts, this includes efforts to reach senior bank executives and board members along with corporate clients and prospective clients. In addition, she frequently meets with CEOs, chairs of the board, c-level executives and members of the board to provide services and support to these officers and directors. Michelle is a member of the Bank Director board and serves on the Executive Committee.
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Growth Opportunities For Your Bank
This session focuses on the ways a bank can grow today – from M&A to organic growth – and all of the many ways that each can increase the profitability of your business.