The Lending & Credit Conference provides the perfect balance of educational and networking opportunities through a combination of general sessions and peer group discussions.  With a variety of sessions that address the most pressing issues facing lending and credit professionals, this educational event will help you navigate today’s economic and regulatory environment and prepare you for opportunities that lay ahead.

Agenda*

Sunday, October 25

7:00 – 9:00 p.m. Opening Reception 

Monday, October 26

8:00 a.m.  Registration | Continental Breakfast

8:30 – 8:40 a.m.  Welcome | Announcements | Sponsor Introductions

8:40– 9:40 a.m.  Economic Outlook

9:45-10:25 a.m.   Exhibitor Solutions Showcase

10:25– 10:45 a.m.   Networking Break

10:45 – 12:00 p.m.   Topic: Real-World AI Solutions: Moving from AI pilots to ROI-driven Deployment Kevin Miyamoto | Identifee with DJ Seeterlin | Chesapeake Bank & Rob Noon | Atlantic Union Bank

This session will include a micro-roundtable from 11:45 a.m. – 12:00 p.m.

12:00 – 1:00 p.m.  Lunch

1:00 – 2:00 p.m.  Beyond the Reserve: What CECL Is Telling You About Credit Risk Brittany Stern | CliftonLarsonAllen LLP

CECL is often viewed as an accounting exercise, but the most effective institutions use it as a powerful credit risk management tool. This session explores how CECL can provide insight into emerging portfolio risks, concentration exposures, underwriting trends, and economic uncertainty before those issues appear in delinquency and loss metrics.

Participants will learn how leading institutions are using CECL data to support lending decisions, communicate risk to boards and regulators, and better understand the forward-looking drivers of credit quality. The session will also discuss common examiner expectations, key pitfalls observed across the industry, and practical ways lenders can leverage CECL outputs to strengthen portfolio management.

2:00 – 2:20 p.m.  Networking Break

2:20 – 3:45 p.m.  Industry Update and Regulator Panel

Industry Update: Tristan Macdonald | Virginia Bankers Association & Evan Richards | Maryland Bankers Association

Regulator Panel: 
Jeff Burgess | FDIC
TBA | Federal Reserve Bank of Richmond
TBA | OCC
Ron Prillaman | Bureau of Financial Institutions
Michael Sprouse | Office of Financial Regulation

3:45 – 4:00 p.m.  Networking Break

4:00 – 5:00 p.m.   Banker Roundtable 

This session is exclusively for bankers. 

5:00 – 6:00 p.m.  Networking Reception

Tuesday, October 27

8:00 a.m.  Continental Breakfast

8:30 – 8:35 a.m. Announcements

8:35 – 9:30 a.m. Credit Risk Management that Works David Kemp | Bankers Management, Inc.

9:30 – 9:45 a.m. Networking Break

9:45 – 10:40 a.m.  BUSTED – Busting Myths About Cyber Fraud​ Jonathan W. Biggs | Investors Title Insurance Company

In this hour we will explore and debunk many of the myths circulating about Cyber Fraud and Cyber Crime. Every example that we will cover is something that I have heard from a title and settlement professional that is absolutely without false. Just because something gets repeated over and over does not make it true. We have to “unlearn” some of these “truths” that you may have learned over the recent years of facing this terrible threat to your business and your clients. This presentation will expose these falsehoods and set the record straight.

This session will include a micro-roundtable from 10:40 – 10:55 a.m.

10:55 – 11:10 a.m. Networking Break

11:10 – 11:20 a.m. Exhibitor Drawing - Must be Present to win!

11:20 a.m. – 12:20 p.m. Keynote – The Nature of Big Change: When the Old Playbook Stops Working Gretchen Pisano | pLink Leadership

Big change has a shape. Industries, institutions, and careers move through a recognizable life cycle, and the same decision that was smart in one stage becomes the wrong move in the next. Rules that shift with each administration, customers who want a human being and a seamless app, technology moving faster than the policy meant to govern it: these are not problems to be solved once and filed away. They are conditions to be read.

In this closing keynote, positive leadership expert Gretchen Pisano hands the room a map. Not a route, because under genuine uncertainty no one has one, but a way to recognize what terrain you are standing in and why that changes what a wise choice looks like. She names the predictable struggles that surface whenever the ground shifts, and why the sense of falling behind usually signals an environment that has outpaced the available tools rather than any failure of effort or ability. 

Attendees will leave able to answer three questions: where we actually are, why it feels this hard, and where my attention should go next. Whether you lead a team or manage a portfolio of relationships, the answers are usable the day you get back. 

Meet the Speakers & Panelists

Jonathan W. Biggs
Investors Title Insurance Company

Jon Biggs oversees risk management functions related to Investors Title’s approved provider system. In this role, he oversees the approval process, develops educational seminars and communications-based initiatives involving approved providers and agents, and manages provider data and analysis related to the company’s risk management efforts. Prior to joining Investors Title in 2012, he was partner at a firm in Durham, North Carolina where he practiced residential and commercial real estate law for more than 20 years. Mr. Biggs holds a bachelor’s degree from Duke University and a Juris Doctor from Wake Forest University School of Law.

Rob Noon
Atlantic Union Bank

Rob Noon is a senior treasury management professional with deep experience in client services and operational leadership within large financial institutions. Based in Richmond, VA he currently serves in a director-level role overseeing treasury and cash management services, where he is responsible for delivering strategic support and operational excellence for complex commercial client relationships. His work focuses on aligning treasury solutions with client needs while driving service quality, risk management, and process efficiency across teams.

Over the course of his career at Wells Fargo, Texas Capital and Atlantic Union Bank, Rob has built a strong reputation for leading client-facing operations, guiding teams through process optimization, and supporting enterprise-scale treasury management platforms. His background spans treasury management client services, operations leadership, and cross functional collaboration, enabling him to bridge the gap between product, operations, and customer experience. This blend of strategic and hands-on expertise positions him as a trusted leader within the treasury services organization and a key contributor to client satisfaction and long-term relationship growth.

Rob has 3 children who reside in Dallas, Charlotte, and Lexington, Kentucky. Besides being a father and Papa to 2 grandchildren, he enjoys his free time hiking, traveling, and supporting his Uconn Huskies.

Gretchen Pisano
pLink Leadership

Gretchen Pisano is a globally renowned leadership strategist, keynote speaker, and creator of Big Energy™ – a powerful framework that helps leaders ride the waves of change without burning out. As CEO and co-founder of pLink Leadership, she has guided high-integrity leaders across Fortune 500 companies for over 25 years.

Drawing on behavioral science and positive psychology, Gretchen’s unique approach challenges the belief that burnout is the inevitable price of ambition. Her Big Energy™ framework, built on the cadence of hope, drive, and rest, transforms how leaders navigate complexity and generate sustainable excellence.

Featured in Fast Company, Money, and Monster.com, Gretchen has spoken at The MAKERS Conference, AICPA ENGAGE, and by invitation at organizations including Facebook, Amazon, and the Brookings Institution. She holds a master’s degree in Applied Positive Psychology from the University of Pennsylvania and is a Master Certified Coach with the International Coaching Federation.

Gretchen’s core philosophy – “We’re not infinite, but we are renewable” – is transforming how leaders approach their work, their teams, and themselves.

DJ Seeterlin
Chesapeake Bank

DJ is Chief Innovation and Strategy Officer of Chesapeake Bank, a Virginia-based community bank that offers merchant acquiring sponsorship and accounts receivable lending solutions directly and through bank partnerships. At Chesapeake he leads long-term strategy, fintech investment, AI strategy, and emerging payments innovation. He has held several leadership roles at the bank, including CIO and President of national payments business.

He is a co-founder and board member of Rebolt Financial Technologies, a payments company built by banks to deliver payment solutions for banks and their business customers.

DJ serves on numerous industry boards and advisory groups, including as past chair of the ABA Core Platforms Committee and ABA Payments Committee, and member of the Jack Henry Payments Advisory Board and Jack Henry Platform Advisory Board. Additionally, DJ is a faculty member of the Virginia Bankers Association Management Development Program, where he teaches AI, business strategy, and leadership.

Brittany Stern
CliftonLarsonAllen 

Brittany has spent more than fifteen years helping financial institutions navigate the complexities of audit and accounting. She has planned, managed, and led financial statement audits for institutions of all sizes, including those crossing and exceeding $10 billion in total assets. Beyond audits, Brittany brings deep experience in evaluating allowance for credit loss models, strengthening internal controls, and guiding institutions through a wide range of other complexities.

Registration Information

Member	Non-Member
$695	$1,195

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MBA/VBA Policies

By registering for this event, you are agreeing to the MBA/VBA Event Policies and the Privacy Policy.

CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received after September 16, 2026 will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.

SPECIAL NEEDS & Americans with Disabilities Notice

Please share any specific needs that should be considered as we plan for the conference (i.e. hearing impaired, sight impaired, etc). Please contact Michele Dunn with any details.

Hotel Information

Williamsburg Lodge
310 S England St
Williamsburg, VA 23185

A room block has been reserved at the negotiated rate of $209/night, plus taxes and fees. To make your reservation, please click here and reserve by the cut-off date, September 30, 2026.

Parking

Attendees spending the night at the hotel will receive a parking pass upon check-in. Parking for overnight guests will be reduced to $15/night (normally $25).  For attendees not staying at the Lodge, will pay using the hotel’s parking app. Directions for using the app and current rates are displayed in the parking area.

Sponsors & Sponsorship Opportunities

Interested in sponsoring and/or exhibiting at the 2026 Lending & Credit Conference? Click here for available options. For our complete 2026 Sponsor Brochure, click here. Questions? Contact Amy Binns.