2025 Annual Community Banking Conference

Registration & Breakfast
8 AM–9 AM

Welcome & Opening Remarks
9 AM–9:15 AM

Bottoms Up: Integrating Shareholder Value into your Strategic Plan
9:15 AM–10:30 AM
Adam Keefer, Managing Director, Piper Sandler
Peter Buck, Managing Director, Piper Sandler

Networking
10:30 AM–10:45 AM

How to Enhance Profitability and Valuation by Growing Noninterest Income
10:45 AM–12 PM
Jay D. Wilson, Senior Vice President, Mercer Capital

Lunch
12 PM–1 PM

Reimagining the Bank Tech Stack in the Age of AI
1 PM–2:15 PM
Al Dominick, Partner, Cornerstone Advisors

Networking
2:15 PM–2:30 PM

How Stablecoin Legislations Impact Community Banks and Their Treasury Functions
2:30 PM–3:20 PM
Kenneth Goodwin, Managing General Partner and Founder, Jeanensis Ventures

Networking
3:20 PM–3:30 PM

Artificial Intelligence and the Future of Payments
3:30 PM–4:20 PM
Patrick Dix, Vice President, Strategic Alliances, Shazam

Networking
4:20 PM–4:30 PM

U.S. Economic Update
4:30 PM–5:30 PM
William T. Chittenden, President & CEO, SMU Cox School of Business

Cocktail Reception & Dinner
5:30 PM–9 PM

Agenda will be updated with sessions as they are confirmed.

Breakfast
7 AM–8 AM

Breakout Sessions
8 AM–8:50 AM

• Accounting Track: Accounting, Auditing, and Regulatory Update
  Brianna Brown, Senior Manager, Baker Tilly
  Kassie Ecklund, Senior Manager, Baker Tilly

• Risk Track: Emerging Credit Risks Trends and How to Manage Through Uncertain Times
  Trang Sumpter, Director, Baker Tilly
  Robert Loffink, Director, Risk Management, Banner Bank

Networking
8:50 AM–9 AM

Breakout Sessions
9 AM–9:50 AM

• Accounting Track: Navigation Mergers & Acquisitions Accounting
  Cole Schulte, Director, Wilary Winn

• Risk Track: Managing Your Compliance Risk for 2025 and Beyond
  Noory Song, Director, Baker Tilly
  Jocali Nakao, Senior Manager, Baker Tilly

Networking
9:50 AM–10 AM

Breakout Sessions
10 AM–10:50 AM

• Accounting Track: 2025 Tax Policy Outlook
  Kristine Hoeflin, Principal, Baker Tilly
  Matthew Willis, Managing Director, Baker Tilly

• Risk Track: What to Do When the Regulators Come Calling
  Craig Miller, Attorney, Manatt

Networking
10:50 AM–11 AM

2025 Balance Sheet Strategies: The Who, What and Why
11 AM–12 PM
Ryan Henley, Managing Director, Head of Financial Institutions Strategies, Stifel

End of Conference
12 PM

Agenda will be updated with sessions as they are confirmed.

Principal and National Practice Leader, Financial Institutions, Moss Adams

Gabe Nachand joined the firm in 1995, and has been a principal in the Financial Services Practice since 2005. He’s a 2008 graduate of Pacific Coast Banking School and has been auditing and consulting with financial institutions virtually his entire career. In 2000, Gabe received the firm’s Technical Excellence Award in recognition of his technical expertise.

Gabe’s client base consists exclusively of financial services companies, many with complex accounting and auditing issues. His areas of expertise include enterprise risk management implementation and evaluation; technical accounting matters such as acquisition accounting, stock-based compensation, mortgage operations, and fair value considerations; customer profitability; due diligence engagements; credit review and allowance methodologies; and SEC financial reporting.

Gabe serves as the quality control coordinator for one of the firm’s largest practice offices, routinely dealing with professional standards and independence matters. In 2016, Gabe was appointed to a task force of the AICPA’s Depository Institutions Expert Panel, focused on addressing CECL modeling challenges for the banking industry. In 2021, Gabe was appointed to the AICPA’s Depository Institutions Expert Panel.

Managing Director, Piper Sandler

Previously, he was a managing director in the investment banking group of Sandler O’Neill + Partners, L.P. Adam has extensive experience serving as an advisor in M&A, public and private capital raising transactions, recapitalizations, restructurings, and other strategic initiatives for Piper Sandler’s financial services clients. Prior to joining Sandler O’Neill as an associate in 2004, Adam served as an investment banking analyst for D.A. Davidson & Co.

Key transactions include: Columbia Banking System’s $2.0 billion acquisition of Pacific Premier Bancorp in 2025, Community Financial Group’s $100 million sale to Glacier Bancorp and First Capital Bancorp’s $80 million sale to West Coast Community Bancorp in 2024, and FinWise Bancorp’s $42 million IPO in 2021.

Managing Director, Piper Sandler

Peter Buck is a managing director in the financial services group at Piper Sandler.

Previously, he was a managing director in the investment banking group of Sandler O’Neill & Partners, L.P. where he provided M&A, capital raising, and overall strategic planning advice for financial institutions nationwide. While with Sandler O’Neill, Buck helped clients structure over 50 M&A transactions and was involved in numerous capital raising transactions.

Recent representative transactions include Blackhawk Network Holdings, Inc.’s $3.5 billion sale to Silver Lake and P2 Capital Partners, Community West Bancshares’ $100 million merger with Central Valley Community Bancorp, American River Bankshares’ $135 million sale to Bank of Marin Bancorp, SoFi’s acquisition of Golden Pacific Bancorp, and Avidbank Holdings, Inc.'s $60 million IPO.

Senior Vice President, Mercer Capital

Jay D. Wilson is a senior vice president with Mercer Capital and a senior member of the firm’s Financial Institutions and FinTech practice industry teams.

Jay regularly works with financial institutions in valuation and M&A engagements. He assists banks and credit unions in evaluating the attractiveness of acquisition candidates, determining a valuation for the target, structuring and modeling the transaction, and estimating fair value marks for financial assets and liabilities acquired for financial statement reporting purposes.

Jay also values financial institutions and fintech companies for a variety of other purposes including estate and gift tax planning, profit sharing, or option plans such as ESOPs, corporate and strategic planning, and compliance matters.

In addition, he publishes articles on the community bank, credit union, and fintech industries and is the author of Creating Strategic Value Through Financial Technology (John Wiley & Sons, 2017).

Partner, Cornerstone Advisors

Al Dominick works closely with bank CEOs, executive leadership teams, and boards of directors, as well as with fintech innovators, investment banks, private equity firms, and venture capital investors.

He previously served as CEO of DirectorCorps, the parent company of Bank Director, the Acquire or Be Acquired Conference, and FinXTech. During his tenure, Al co-created the digital series Looking Ahead with Nasdaq and now hosts Plugged In, Cornerstone’s executive-focused series spotlighting some of the nation’s most dynamic leaders.

Managing Partner, Jeanensis and Jeanensis Capital Markets

Kenneth A. Goodwin Jr. is the managing partner of Jeanensis and Jeanensis Capital Markets a private investment capital and digital asset advisory firm. Ken serves on several public and private advisory boards.

Ken is a TEDxTALKS speaker, a 10 to Know Global Game Changer, US White House Business Council/Forward TPP member, Aspen Institute Nakasone and Mike and Maureen Mansfield Fellow, PhD Project Member, Ronald E. McNair Scholar (twice), and Harvard Model Congress Member.

Ken is a globally recognized lecturer with over 60+ courses and 1200+ students as a college adjunct professor on economics of digital assets, blockchain investment, international trade, forensic methods, and corporate ethics.

He is an award-winning curator, moderator, and trailblazer of global digital assets and capital markets events, including being the curator of the first Founders Day event for Black History Month in 2023 at NYSE, moderator of the first HedgeWeek Digital Asset Summit in 2022, curator of the first Women Leaders in Blockchain Symposium (NYC), and curator of Globally Local FinTech, AI and Blockchain Symposium, where he won the Wealth & International FinTech award in 2020.

Ken is a public figure and a digital asset contributor of FinTech TV with appearances at NYSE, NASDAQ, Bloomberg, Reuters, Money Magazine-Malta, NHK, The Street.com, and several global publications.

President & CEO, SMU Cox School of Business

Dr. William T. Chittenden is the president and CEO of the Southwestern Graduate School of Banking (SWGSB) at Southern Methodist University’s Cox School of Business. He previously served as SWGSB’s chief academic officer and at Texas State University as the presidential fellow, associate dean for graduate programs, and department chair. William is a past president of the San Antonio Association for Financial Professionals and the Academy of Financial Services. He has been interviewed for TV and radio in the US, Canada, Australia, Austria, Germany, and Singapore. He has been quoted in The Wall Street Journal, Fortune, USA Today, American Banker, and numerous other publications, and his articles for TheConversation.com have been viewed over 560,000 times. He has served as a consultant to numerous financial institutions and speaks regularly to professional organizations across the US and Canada on a variety of financial and economic topics.

Senior Manager, Moss Adams

Brianna Brown has practiced public accounting since 2013, and serves clients of financial institutions as well as employee benefit plans. She manages financial audits of financial institutions, including credit unions, community banks, and SEC public reporting banks, and is proficient in all phases including HUD reporting, Sarbanes-Oxley, FDICIA control testing, and report preparation. Her experience includes SEC filings and large, complex credit unions.

Brianna has considerable experience leading audits of employee benefit plans for financial institutions, having worked through a wide array of plan-related compliance errors and corrections. She works closely with clients to provide recommendations for enhancing internal controls and improving efficiency.

Senior Manager, Moss Adams

Kassie Ecklund has practiced public accounting since 2014, working in the firm’s Financial Services Practice and Public Company & SEC Services Group. She manages and participates in financial statement audits for both public and private financial institutions with a Federal Deposit Insurance Corporation Improvement Act (FDICIA) environment.

Kassie’s experience includes attestation on the effectiveness of internal controls, business acquisitions, loan file review and credit evaluations, assisting clients with implementation of accounting policies and procedures, and SEC financial reporting.

Kassie was the recipient of the firm’s Technical Excellence Award in 2023, recognizing her for her work in the Assurance Practice. She’s also involved in firm trainings, both industry specific and boarder assurance methodology, and has been a speaker on accounting updates at various financial institution conferences.

Director, Moss Adams

Trang Sumpter has focused on risk management since 1998. Her expertise includes financial management and analysis, loan underwriting, loan review, third party risk, and credit and financial risk management.

Trang manages risk teams across the country and performs detailed financial analyses on countless commercial borrowers in a variety of industries and effectively managed multibillion-dollar loan portfolios. She’s a leader in the delivery of service solutions to financial institutions focused on areas of credit risk management.

Prior to joining the firm, Trang spent 34 years with one of the largest banks in the US, where she was critical in implementing several risk management initiatives, including third party risk, automated and operating system credit risk controls, regulatory issue management, and was most recently involved in credit matters related to sustainability initiatives at the bank.

Director, Rist Management, Banner Bank

Robert Loffink has more than 25 years of experience in risk management. His expertise includes credit and financial risk management, loan underwriting and risk rating, loan review, statistical modeling, stress testing, as well as model and data risk governance. He’s led risk teams across the country and effectively managed multibillion-dollar loan portfolios. Today, he is a director of risk at Banner Bank, which manages approximately $16 billion in assets and is headquartered in Washington State, where he oversees loan review, model risk, and data risk governance.

Prior to joining Banner Bank, Robert spent nearly 20 years with one of the largest banks in the US, where he was critical in implementing several risk management initiatives, including BASEL II and III. He served as the deputy director of credit risk assessment and was most recently a senior portfolio manager and responsible for managing all aspects of the credit process for the bank’s $8 billion municipal loan portfolio. In his various roles, Robert has conducted risk oversight activities focused on improving the bank’s risk management and ensuring compliance in a changing regulatory environment.

Director, Wilary Winn

Cole Schulte leads the firm's fair value business line, which includes M&A, goodwill impairment testing, and fair value advice related to footnote disclosures. In this role, Cole is dedicated to ensuring the highest quality in Wilary Winn's product offerings, overseeing a team of skilled analysts, and directing the ongoing advancement of the firm’s proprietary financial models. In addition, Cole helps lead the firm's CECL business line and oversees the valuation and stress testing of non-agency mortgage-backed securities. Cole joined the firm in 2016.

Director, Moss Adams

Noory Song has advised clients in the areas of finance, accounting, operational controls, regulatory compliance, and risk management since 2005. He specializes in the review of the Bank Secrecy Act (BSA), lending and deposit regulations, residential mortgage and commercial lending, and asset quality reviews.

Prior to joining the firm, Noory was assistant vice president of internal audit at a publicly traded bank in Los Angeles, where he was responsible for regulatory compliance, BSA/AML, and operations audits. He’s also worked at leading national consulting, accounting, and tax firms where he was responsible for financial statement audits and risk management consulting services.

Senior Manager, Moss Adams

Jocali Nakao is an experienced regulatory compliance, audit, and risk professional who has worked with financial institutions since 2008. He’s performed audits, risk assessments, and consultation services for banks, credit unions, mortgage lenders, and fintech companies of all sizes across the US.

Prinicpal, Moss Adams

Kristine Hoeflin has worked in public accounting since 2003. She has worked with a wide range of clients, from start-up organizations to large consolidated public companies. Her experience includes research and planning on individual and corporate tax issues, developing various tax planning strategies, tax accounting for M&A, Section 382 consulting, and representation of taxpayers before the IRS and state taxing agencies. She also reviews tax returns and tax-related disclosures on financial statements for public and private companies.

Kristine is an active member of the firm’s corporate tax group, and regularly speaks with management teams and boards to coach them in understanding the tax impacts of accounting for various business plans.

Managing Director, Moss Adams

Matthew Willis has worked in public accounting since 2013, amassing a wealth of experience and expertise across a diverse array of industries, with a primary focus on financial institutions, technology, consumer specialty finance, and fintech.

Matthew has provided comprehensive preparation, review, and advisory services related to income tax provisions. He has helped clients in navigating the complexities of taxable and nontaxable transactions, as well as entity classification analyses. He assists clients address multi-state taxation issues, helping to maintain compliance and offer strategic tax planning for businesses operating across various jurisdictions.

Matthew is also a member of the firm’s technical advisory group that specializes in financial institutions and accounting for income taxes under ASC 740.

CFA, Managing Director, Head of Financial Institutions Strategies, Stifel

Ryan Henley leads Stifel’s Fixed Income Financial Institutions Strategy Group, which works closely with executive management teams and portfolio managers in providing balance sheet strategies and analyses related to economics, interest rates, investments, and interest rate risk management. In addition to balance sheet and investment strategy, he focuses on the interpretation of shifting regulatory and accounting environments.

Ryan joined Stifel in 2015 as part of the firm’s acquisition of Sterne Agee, where he had served as lead financial strategist since 2006. He is a frequent speaker at national and regional banking and financial conferences.