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Past Meetings

2020 Virtual Conference

September 30 – October 2, 2020


The New York State Economy During the Pandemic
Jaison Abel, Assistant Vice President & Function Head Regional Analysis Function, Federal Reserve Bank of New York

Regulatory Trends and Forecast
Pam Perdue, Executive Vice President and Chief Regulatory Officer, Continuity

Community Bank Update
Jeff Cardone, Partner, and Ben Azoff, Partner, Luse Gorman

Culture and Strategy: Is The Pandemic An Opportunity To Create Alignment?
Jeff Marsico, Executive Vice President, Kafafian Group

September 30 – October 2, 2020


Cyber Crimes and Fraud During the Pandemic – Current Issues and What to Look For!
Charlie Perras, Assistant to Special Agent in Charge and Emily Granruth, Special Agent, United States Secret Service, Buffalo Field Office

Trends in Small Business Lending
Patrick MacKrell, President, Pursuit

Balance Sheet Management: Strategies vs. Tactics for Earnings, Liquidity, Capital, and ALM
Scott Hildenbrand, Head of Balance Sheet Analysis and Strategy, Piper Sandler

Adapting the Banking Experience in a Changing World
Gregory Beckwith, Team Leader & Sr. Sales Territory Manager and Christopher Wilk, Core Sales Territory Manager, COCC

September 30 – October 2, 2020


Stop the Rollercoaster: How to Invest in Digital AND Branch Experiences to Appeal to Multiple Generations
Tim Klatt, Director of Retail Strategies and David Welsh, Vice President of Business Development, LaMacchia Group

PPP Update
Jamie Card, Partner and Financial Institutions Team Leader and Marc Valerio, Partner, The Bonadio Group

Building Your Bank’s Digital Payments Strategy
Tina Giorgio, AAP, President & CEO, ICBA Bancard

Thank You 2020 Virtual Conference Sponsors!
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