Rob Klingler is a partner at Nelson Mullins Riley & Scarborough LLP. Mr. Klingler advises financial institutions and investors in financial companies on a variety of strategic corporate transactions. His practice often involves the implementation of creative solutions to address regulatory, tax and corporate needs. Mr. Klingler has provided advice to community banks in a number of combinations, including purchasers, sellers and mergers of equals, as well as branch transactions and asset lift-outs.

John Roddy is head of financial services investment banking at Raymond James Financial, Inc.  Mr. Roddy has over 25 years of investment banking experience and has completed over 150 capital markets and M&A transactions for depository financial institutions.  Mr. Roddy joined Raymond James in 2016. 

Prior to Raymond James, Mr. Roddy was global head of Macquarie Capital’s financial institutions group.  Mr. Roddy joined Macquarie upon its 2009 acquisition of Fox-Pitt Kelton (FPK), where he led the depository institutions group and was a member of the executive committee.  Before joining FPK, he headed the depository institutions group at Citigroup.  Mr. Roddy began his career in the financial institutions group at Lehman Brothers, where he was managing director at the time of his resignation.  Prior to joining Lehman Brothers, Mr. Roddy was an attorney with a New York law firm and at the Office of the Comptroller of the Currency.  

Matt Veneri is head of investment banking and managing director at Janney Montgomery Scott LLC.  Mr. Veneri joined the firm in 2019 after its acquisition of FIG Partners LLC, where he had been since 2005.  He is responsible for advising financial institutions on a wide range of strategic matters, focusing on mergers, acquisitions and capital offerings with companies operating throughout the country.  Mr. Veneri has over 25 years of experience assisting community banks and has advised on more than 90 bank transactions in excess of $6.0 billion dollars in total deal value. 

Emily McCormick is Vice President of Editorial & Research for Bank Director. Emily oversees research projects, from in-depth reports to Bank Director’s annual surveys on M&A, risk, compensation, governance and technology. She also manages content for the Bank Services Program, including Bank Director’s Online Training Series. In addition to speaking and moderating discussions at Bank Director’s in-person and virtual events, Emily writes and edits for Bank Director magazine, BankDirector.com and Bank Director’s weekly newsletter, The Slant. She started her career in the circulation department at the Knoxville News-Sentinel and graduated summa cum laude from The University of Tennessee with a bachelor’s degree in Spanish and International Business.