Each week we will feature new Convention speakers and share their stories on the IBANYS social media accounts. Learn where they work, what they do, and their special talents and skills. Gain familiarity with not only who are speakers are, but how they can help you and your organization within their fields of expertise.
Scroll down to view the biographies of our speakers.
Lawsuit Alliance of New York
Prior to joining LRANY in 2011, Stebbins was a project manager for Horizon Wind Energy, where he developed multiple commercial-scale wind farms in New York and the Northeast United States. Prior to joining Horizon, Stebbins worked for PBS flagship station WGBH-TV, where he coordinated the national marketing and promotion efforts for programs such as NOVA, Masterpiece Theatre and Antiques Roadshow.
Stebbins has spoken to dozens of organizations across New York — from Buffalo to Brooklyn, from Rotaries to multi-national business conferences. He has been published or quoted in over one hundred publications, including The New York Times, NY Daily News, the Wall Street Journal and the Economist, and Tom has been interviewed on numerous broadcast radio and TV shows, including NPR, Fox News, and 1010 WINS.
Stebbins is personally devoted to the issue of head injury and has worked with his family to build three homes dedicated to the care of people affected by head injury. Stebbins has a bachelor’s degree from Vassar College and an MBA from Cornell University.
Mr. Stebbins will be presenting on Wednesday, June 12 at 10:36 a.m., with his presentation “Community Banks and the Frontline of Liability “.
Senior Risk Management Consultant
Kevin Gulledge brings over a decade of retail banking experience to Abrigo, having worked with mid-sized and large international institutions in a variety of roles, including retail, operations, compliance, and BSA/AML. Since 2014, Mr. Gulledge has served Abrigo customers as a Senior Risk Management Consultant, working with domestic and international institutions on functionality and best BSA/AML practices as well as calibrating and analyzing risk-based systems and working with BSA officers and regulators on internal and external projects. These projects included staffing assessments, suspicious activity monitoring program reviews, data validation reviews, procedure drafting, staff augmentation, and risk assessments. He is a certified BAM professional, certified anti-money laundering specialist (CAMS), and a member of the national and local chapters of the Association of Certified Anti-Money Laundering Specialists. Mr. Gulledge earned his bachelor’s degree in history from the University of Texas at Austin.
Mr. Gulledge will be presenting on Wednesday, June 12 at 9:26 a.m. with his presentation “What’s Lurking on the Dark Web?“.
CEO & Co-Founder
Bryan is an Entrepreneur-in-Residence at Altpoint Capital and the Co-Founder & CEO of Vetter, an Altpoint portfolio company. His focus and passion is centered around the macro and practical dynamics of the lending industry across the United States. Prior to working with Altpoint, Bryan spent two years at Dreamit Ventures, a leading early stage enterprise-focused venture capital firm, as an Investment Team Member. Prior to Dreamit Ventures, Bryan was at UBS Investment Bank where he advised financial technology companies and community banks.
As a self-proclaimed health and wellness nerd, Bryan is involved with various nonprofit organizations focused on wellness education and increasing access to healthy foods to underserved populations. Bryan holds a Bachelor’s degree in Accounting from Baruch College.
Mr. Adler will be presenting on Wednesday, June 12 at 8:30 a.m. with his presentation “Acquiring Millennial Customers: Not As Hard As You Think”.
ICBA Chairman &
President & CEO of Bank of Zachary
Preston L. Kennedy has served in many leadership roles for the Independent Community Bankers of America (ICBA), the only national trade association that exclusively represents community banks.
President and CEO of Bank of Zachary (La.), Kennedy served on ICBA’s Executive Committee and Board of Directors as an At‐Large Member and as Treasurer, ending his term in March 2016. He currently serves as the Chairman of the ICBA Federal Home Loan Bank Task Force, and as a member of the Nominations and Policy Development Committees. Kennedy served two terms as Louisiana’s elected representative on the Federal Delegate Board.
Kennedy is a past President of the Feliciana Chamber of Commerce, the Zachary Chamber of Commerce, and the Rotary Club of Zachary. He serves as a Board Member for small business incubator Dixie Business Center and for the Lane Regional Medical Center Foundation.
Kennedy attended Silliman Institute, holds a Bachelor of Science degree from Louisiana State University and is a graduate of the Graduate School of Banking of the South.
Mr. Kennedy will be our keynote dinner speaker on Tuesday, June 11 at 7:15 p.m.
Senior Vice President, Loan Trading Dept.
Greg Roll is a Senior Vice President in the Vining Sparks Loan Trading Group. Mr. Roll began working in the depository sector in 1994 managing the strategic planning function for a regional bank. Since 2000, Mr. Roll has been working in the capital markets helping financial institutions formulate balance sheet strategies that create optimal income and return for shareholders.
Currently he is focused on loan trading strategies to enhance loan portfolio performance, while incorporating the institution’s asset/liability position, liquidity and capital constraints, funding profile, and current market expectations. Mr. Roll attended the University of Oklahoma and The University of Memphis, earning BBA and MBA degrees in finance. In addition, Mr. Roll has earned the CFA designation and is a member of the CFA institute.
Mr. Roll will be presenting on Tuesday, June 11 at 3:46 p.m. with his presentation “Balance Sheet Management For 2019: Active Loan Portfolio Management”.
Customer Experience Director
A 20-year veteran of helping companies grow and improve performance, Mr. Burnett, and his firm LEVEL5 have partnered with hundreds of financial institutions across America to help them achieve their hopes and dreams. Their approach quantifies the business case for expansion, transformation, technology integration and consumer experience to generate revenue for their clients and optimize return on investment.
Mr. Burnett is a recognized thought leader in Branch and Main Office Transformation, and is a frequent speaker and author on the topics of Retail Banking, Branch Strategy, Omni-Channel Delivery, and the Future of Branch Banking.
VP-Public Relations Manager
Patrick Dix is a seasoned media professional and the leader of SHAZAM’s public relations efforts. With a 25-year career as a broadcast journalist, he is a veteran news anchor and reporter. He has received recognition for outstanding reporting with awards from The Society of Professional Journalists, The William Randolph Hearst Foundation and the Midwest Broadcast News Association.
Prior to joining SHAZAM, Mr. Dix spent the majority of his career as an anchor of the #1 morning newscast on WHO-HD in Des Moines. During his tenure at the station, he covered five Iowa Caucus cycles, city and county government and countless stories about Iowa weather including two major floods.
In 2015 Mr. Dix joined SHAZAM. He serves as the main company spokesman and uses his expertise to lead all social media channels, write articles for trade associations, create press releases for the network and provide media training to financial institutions.
Mr. Dix will be presenting on Tuesday, June 11 at 1:41 p.m., with his presentation “Creating Your Social Media Mix”.
Performance Trust Capital Partners
Drawing on 33 years of experience in banking, Mr. Smith serves as an expert resource in bank policy and regulatory matters.
Prior to joining Performance Trust, Bart Smith began his career in 1985 as an Assistant Examiner in the FDIC’s Houston, Texas Field Office. He received his Commission as an Examiner in 1989 and was promoted to Senior Examiner in 1991. During his tenure in Texas, Mr. Smith was instrumental in the examination and resolution of several large banks and savings and loans. In 1992, Mr. Smith accepted a Review Examiner position in the New York Regional Office, where he worked primarily with large multinational institutions. In 1997, he was promoted to the Field Supervisor position in the Baltimore, MD where he had coverage of all field examination activities in Maryland and the District of Columbia. In 2002, Mr. Smith became the Territory Supervisor for the FDIC’s Charlotte, NC office, which covers all supervisory activities in North and South Carolina, including several of the nation’s largest banks. Mr. Smith held his position in Charlotte until joining Performance Trust in 2012.
Mr. Smith will be presenting on Tuesday, June 11 at 12:45 p.m. with his presentation “Crisis and Response: How FDIC History Could Impact Your Institution”.
Hunton Andrews Kurth, LLP
Richard Garabedian of Hunton Andrews Kurth, LLP has more than 35 years’ experience representing banks, savings institutions, credit unions and holding companies on a nationwide basis. He has served as counsel on more than 40 bank mergers.
In addition to his general work in bank and credit union regulatory matters and mergers and acquisitions of both stock and mutual institutions, Mr. Garabedian focuses on bank and credit union charter changes, field of membership expansion, new products and services, fintech, regulatory compliance, de novo bank and credit union formations, cross-industry mergers, government assisted acquisitions of failing financial institutions, enforcement matters, corporate governance, stock and mutual holding company formations and mutual-to-stock conversions.
Mr. Garabedian is admitted to practice in the US Supreme Court. He has also served as counsel at the Federal Reserve Board and another federal banking agency and a bank holding company. He also served as an adjunct professor of Banking Law at Rutgers University School of Law.
- Represented the first stock bank to be acquired by a credit union.
- Represented the first mutual savings bank conversion to a national bank charter in a mutual holding company structure.
- Represented the first mutual savings institution to simultaneously convert to stock form and a national bank.
- Represented a New England based credit union, in its charter conversion to a state savings bank and subsequent $50 million initial public common stock offering.
- Served as counsel to an online bank deposit auction marketplace.
- Serves as counsel to a web-based loan exchange marketplace.
Mr. Garabedian will be presenting on Tuesday, June 11 at 11:06 a.m. with his presentation “Revenge of the Jedi: Bank Acquisitions of Credit Unions”.
Executive Vice President of Intelligent Automotion
Strategic Resource Management
Sant’Anna is be responsible for leading SRM’s Intelligent Automation sector, guiding clients in developing services using Artificial Intelligence and Robotics Process Automation (RPA). He continues to use his expertise in technology platforms and applications to grow and advance SRM’s resources in this practice area.
Over the past 30 years, Sant’Anna has worked as a management consultant where he established technology-influenced transformation accounts and has been a key technology advisor for financial industry leaders including Deloitte, Capgemini, Accenture, and IBM.
Additionally, he directed clients on automation opportunities, developed internal automation COEs, and instructed software-robot building teams. He has led IT strategies, developed technology software services and managed diverse programs, teams and clients including retail and corporate banks, investment banks, brokerage companies, clearing houses and insurance companies.
Mr. Sant’Anna will be presenting on Tuesday, June 11 at 10:10 a.m. with his presentation “Intelligent Automation for Banks of Any Size”.
Chief Lending Officer, Excelsior Growth Fund, and
Senior Vice President & Program Manager of
Community Lending, New York Business Development Corporation
Mr. Doxford has been involved in small business finance for over 15 years, having worked with the largest third-party SBA 504 lender in the country; a top ten SBA 7(a) lender; New York Business Development Corporation – one of the largest CDCs in the nation; and most recently, a premier and innovative Community Development Financial Institution, Excelsior Growth Fund (an NYBDC affiliate). He has an MBA from the NYU Stern School of Business.
Mr. Doxford’s goal is to consistently provide small business owners with the infrastructure for success, namely access to capital. In his current capacity as President and CEO of Prudent Lenders—an SBA-focused Lender Service Provider owned by NYBDC—Bryan enables lending institutions to launch SBA departments without the fixed costs and ramp-up periods associated with establishing them in-house.
Mr. Doxford will be presenting on Tuesday, June 11 at 9:05 a.m. with his presentation “The Incalculable Costs of Closing the Door on a Client”.
Jamesson & Associates
Mike Jamesson is the founder of Jamesson & Associates. He has over thirty years of experience in banking and related fields. Jamesson’s experience spans the full range of banking institutions from community, thrift, and metropolitan regional banks to regional and super-regional bank holding companies. Since founding Jamesson Associates in 1991, he has focused his efforts on financial advisory services for community banks and thrifts. He is a regular contributor to the Independent Bankers Association of New York State bi-monthly newsletter and has been published in the national trade press. Mr. Jamesson is a frequent speaker at IBANYS seminars on market-related issues for community institutions.
His successful projects and activities include:
- Strategic Planning
– Organizing and moderating strategic planning processes for community-oriented financial institutions.
- Asset/Liability Management
-Full range of services — process analysis and design, Policy design, and report review and recommendation.
- Investment Banking
-Branch/bank subsidiary purchases and/or divestitures, community-oriented bank stock offerings/repurchases, and merger of equals.
Mr. Jamesson will be our first speaker on Tuesday, June 11 at 8:15 a.m. with his presentation “Economic Overview”.
Former LPGA Pro Golfer
Cindy Miller is a graduate of the University of Miami where she began as a walk-on and gained All American status her senior year on the Division I Women’s Golf Team. She served as Team Captain and helped her team win the NCAA National Championships in 1977 and 1978.
A veteran of five U.S. Women’s Opens, she is a former LPGA Tour Player and presently a Class A LPGA Professional. Currently she plays on the Legends Tour, the Official Senior Tour of the LPGA and sits within the top 50 of their career money list. She competes with such LPGA Tour stars as Nancy Lopez, Pat Bradley, and Jan Stephenson. Cindy is sought after as a speaker, coach and corporate trainer. Teaching you to “Own Your Game”, she uses decades of competitive golf experience and a lifelong pursuit of personal potential to educate, inspire, and entertain participants.
Voted the 2010 National LPGA Teacher of the Year, she has also been named Player of the Year for the Northeastern United States. Cindy is among “The Top 50 Women Teachers in the United States” ranked by Golf Digest Magazine.
Although her list of credentials is impressive, perhaps Miller is best known for her appearance on The Golf Channel’s hit reality series The Big Break III: Ladies Only in early 2005. Miller’s patience, skill and steady play propelled her to success on the show, where she outplayed seven other contestants.
Teaching you to “Own It”, she uses decades of competitive golf experience and a lifelong pursuit of personal potential to educate, inspire, and entertain participants. In addition to her golfing skills, Cindy is sought after as a speaker, coach and corporate trainer. Teaching you to “Own It“, she uses decades of competitive golf experience and a lifelong pursuit of personal potential to educate, inspire, and entertain participants. She is a Certified Behavior, Motivation, and Emotional Quotient Analyst. Her vivacious personality combined with her experience makes her a natural fit for both individuals and corporate clients of all skill levels.
Ms. Miller will be our keynote dinner speaker on Monday, June 10 at 8:30 p.m.