Prior to MANTL, Mr. Carlson worked with community financial institutions for more than 15 years to develop and implement scalable growth strategies. He has presented at numerous conferences on topics such as new customer acquisition strategies, sales and marketing initiatives, revenue growth, strategic planning and team development.
Close
About the presenter
Presented by
Aaron Donaldson
Principal, Technology & Management Consulting
RSM US LLP
Aaron Donaldson is a principal in technology and management consulting at RSM US LLP. He is an enterprise account leader, bringing resources from across the firm and from any discipline to serve the needs of his clients. He works extensively with clients needing real-world advice and assistance regarding their business needs, security requirements and organizational constraints and he excels in finding a way to ensure success. With a strong background in financial institution operations, technology and risk management and digital transformation, Mr. Donaldson brings a fresh, often creative approach to complex challenges across industries and disciplines.
Prior to his current role, Mr. Donaldson was responsible for the information technology consulting areas in the central region practice consisting of Iowa, Minnesota and the Dakotas. After that, he was instrumental in launching the firm’s managed services practice and transforming the way we serve clients. He then turned his attention to our cloud offering, strengthening the services and capabilities through infrastructure as a service (IaaS), expanding geographical offerings for co-location services and providing industry-specific cloud solutions.
With over 20 years of experience, Mr. Donaldson spends most of his time today assisting clients with digital transformation and cloud adoption strategies, serving in leadership and advisor roles with both a technological and business perspective.
Close
About the presenter
Presented by
Stan Orszula
Partner
Barack Ferrazzano Kirschbaum & Nagelberg LLP
Stan Orszula is a partner at Barack Ferrazzano Kirschbaum & Nagelberg LLP. He has extensive experience providing strategic counsel to banks on banking-as-a-service (BaaS), compliance and regulatory issues, cryptocurrency and digital assets, general banking corporate matters, lending issues, distressed loans and assets, failed bank receiverships and fintech agreements and partnerships. His background includes experience as a counsel with the FDIC, sitting on the board of a financial institution and representing banks in private practice for over 15 years. Banks rely on his unique perspective to navigate today’s complex regulatory environment and in implementing new technology, products and services.
Close
About the presenter
Presented by
Laura Schield
Chief Operating Officer
Bank Director
Laura Schield is the chief operating officer of Bank Director and FinXTech, and has served in numerous roles with the company since her start in 2010. Her primary focus is overseeing the day-to-day operational functions of the company. She is responsible for leading the planning and production of conferences and events, handling all aspects of human resources and managing the teams responsible for data, circulation, accounting and finance. She also integrates and implements new projects as the company continues to grow. Laura is a member of Bank Director’s board of directors and serves on the Executive Committee.
Send A Message
The Partnership Process
What do you need to know – step by step – as you move through the partnership process? This session focuses on the outline both banks and fintechs need to follow as you walk through this roadmap together.