2025 Annual Community Banking Conference
Join us in September for our Annual Community Banking Conference taking place in beautiful Huntington Beach, specifically designed for banking professionals like you.
This year, we’ll tackle the critical industry issues impacting your organization, including:
- M&A trends
- Balance sheet and revenue enhancement strategies
- AI and automation
- Regulatory compliance
- Economic forecast
- Other emerging topics
This conference is a must-attend for CEOs, CFOs, controllers, internal auditors, and audit committee members at community banks. It’s your opportunity to gain valuable insights, network with industry leaders, and equip yourself with the necessary tools to navigate the evolving banking landscape.
Stay tuned for more details on sessions and speakers. We look forward to seeing you there.
CPE will be offered during the conference sessions.
Registration Is Now Open!
September 29–30, 2025 | Huntington Beach, CA
Fees
Early-bird Rate: $699, ends August 7, 2025
Standard Rate: $799
Register two or more people at once and receive $50 off.
Venue
The Waterfront Beach Resort
21100 Pacific Coast Highway
Huntington Beach, CA 92648
Agenda
Day One | Monday, September 29, 2025
Registration & Breakfast
8 AM–9 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–12:00 PM
Jay D. Wilson, Senior Vice President, Mercer Capital
Lunch
12 PM–1 PM
Reimagining the Bank Tech Stack in the Age of AI
1:00 PM–2:15 PM
Al Dominick, Partner, Cornerstone Advisors
Networking
2:15 PM–2:30 PM
How might recent stablecoin legislations (GENIUS ACT and STABLE ACT) 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
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–9:00 PM
Agenda will be updated with sessions as they are confirmed.
Day Two | Tuesday, September 30, 2025
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–9:00 AM
Breakout Sessions
9 AM–9:50 AM
- Accounting Track: Navigation Mergers & Acquisitions Accounting
Cole Schulte, Director, Wilary Winn
- Risk Track: Regulatory Compliance Hot Topics
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.
Day One | Monday, September 29, 2025
Registration & Breakfast
8 AM–9 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–12:00 PM
Jay D. Wilson, Senior Vice President, Mercer Capital
Lunch
12 PM–1 PM
Reimagining the Bank Tech Stack in the Age of AI
1:00 PM–2:15 PM
Al Dominick, Partner, Cornerstone Advisors
Networking
2:15 PM–2:30 PM
How might recent stablecoin legislations (GENIUS ACT and STABLE ACT) 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
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–9:00 PM
Agenda will be updated with sessions as they are confirmed.
Day Two | Tuesday, September 30, 2025
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–9:00 AM
Breakout Sessions
9 AM–9:50 AM
- Accounting Track: Navigation Mergers & Acquisitions Accounting
Cole Schulte, Director, Wilary Winn
- Risk Track: Regulatory Compliance Hot Topics
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.