This event, brought to you by five states (DE, MD, PA, VA and WV) will bring together bankers and industry partners for sessions with nationally recognized speakers providing relevant and timely content geared specifically to bank c-suite and other senior leaders.

2023 Mid-Atlantic Bank Executives Conference Agenda

Sunday, September 10, 2023

12:30 – 5:00 p.m. Golf (additional fee) Sponsored by YHB
Enjoy a round of golf at The Golf Club at Lansdowne, a championship golf course created by world-renowned course designers, Robert Trent Jones and Greg Norman. Included in the golf registration fee are: tee time, cart and access to the driving range. Don’t delay on registering for golf – tee times are at 12:30 p.m. and spots are limited to 20 people. Register before the August 15th deadline to lock in your spot!

6:00 – 7:00 p.m. Welcome Reception Sponsored by FHLBank Atlanta and FHLBank Pittsburgh

7:00 – 9:00 p.m. Dinner Sponsored by FHLBank Atlanta and FHLBank Pittsburgh

Monday, September 11, 2023

7:00 – 8:00 a.m. Breakfast Sponsored by the American Bankers Association

8:00 – 8:10 a.m. Welcome

8:10 – 9:00 a.m. Economic Update | Craig Dismuke, Stifel

9:00 – 9:50 a.m. Bank M&A Update and Best Practices​ | Christopher Olsen, Olsen Palmer

An engaging update on the bank M&A landscape including a discussion of transaction activity, pricing, deal drivers, key trends, and best practices. The discussion should be useful to all Bank Executives and Directors whether from the perspective of potential sellers, would-be acquirers, prospective merger counterparties, and even those intending to remain squarely independent.

9:50 – 10:05 a.m. Networking Break

10:05 – 11:20 a.m. Regulatory Panel 
Moderated by: Jess Sharp, American Bankers Association;
Panelists: Jennifer Burns, Board of Governors of the Federal Reserve System; Doreen Eberley, FDIC; Johnny Stanley, Office of the Comptroller of the Currency

11:20 a.m. – 12:30 p.m. Lunch Sponsored by Stifel

12:30 – 1:00 p.m. Washington Update | Kirsten Sutton, American Bankers Association

1:00 – 1:50 p.m. Sleight of Hand? Are Fraudsters the New Magicians? Rene Perez, CAMS, Jack Henry

During this session, Rene Perez, National Director of Financial Crimes Solutions Sales & Financial Crimes Consultant, will discuss some of the upcoming threats fraudsters are already using to attack institutions. From synthetic id’s to new AI. In this session you will get some insight into the fraud world and marketplace.

1:50 – 1:55 p.m. Stretch Break

1:55 – 2:55 p.m.  Emerging Stronger: Refresh, Refuel, Recharge-Overcoming Burnout​ | Dr. Melissa Furman, MS, DBA, Career Potential, LLC

Organizational leaders have been navigating uncertain times for over a year and many changes have occurred at an accelerated pace. As a result, leaders and employees may be reporting feelings of emotional and physical exhaustion, increased negativity, and decreased productivity, which may all be signs of burnout. The refreshing, interactive session utilizes engaging exercises to provide solutions for avoiding, recognizing, and overcoming burnout.

2:55 p.m. Closing and Program Adjourns

Speaker Bios

Jennifer Burns | Board of Governors of the Federal Reserve System

 Jennifer Burns is a Deputy Director in the Division of Supervision & Regulation at the Federal Reserve Board of Governors. She is responsible for oversight of the Federal Reserve’s supervisory programs and supervisory stress testing, specialty supervision and risk identification activities. Jennifer began her career as an assistant examiner in the Bank Supervision and Regulation department at the Federal Reserve Bank of Richmond. In 2010, Jennifer took the helm as Senior Vice President for the Supervision, Regulation and Credit division and was promoted to Executive Vice President in 2015. In September 2017, Jennifer moved to the Board of Governors as Deputy Director with responsibility for overseeing the Federal Reserve’s supervisory program for systemically important financial institutions and supervisory stress testing activities. She assumed her current responsibilities in March 2019. Jennifer holds a B.A. degree from Michigan State University and an M.B.A. from the University of Virginia, Darden School of Business.

Craig Dismuke | Stifel

Craig Dismuke is a Managing Director and Market Strategist at Stifel Financial. Prior to acquisition, Craig was Executive Vice President and Chief Economist at Vining Sparks. He speaks often at industry conferences on the U.S. economic landscape and expectations for interest rates. Craig has appeared frequently on CNBC, Fox Business, and Bloomberg TV as well as being quoted often in the financial news. He lives in Memphis, Tennessee with his wife, Ashley, and three children. He is actively involved with St. Jude Children’s Research Hospital.

Doreen Eberley | FDIC

Melissa Furman, MS, DBA | Career Potential, LLC

Dr. Furman is not your typical “academic”. She served as the Assistant Dean and Professor at the Hull College of Business at Augusta University for 10+ years, but her passion for career, leadership, and organizational development inspired her to launch Career Potential, a consulting, training, and coaching organization. Her expertise includes generational diversity, unconscious bias, leadership success, and emotional intelligence. She brings her background in higher education—particularly business, counseling, and psychology—to the conversation to help individuals and organizations achieve success.

Christopher Olsen | Olsen Palmer

Christopher Olsen has been advising financial institutions for the entirety of his career. Prior to founding Olsen Palmer, he managed a regional M&A advisory practice for Hovde Financial and then for Milestone Advisors. He has also worked in the Investment Banking Division of Morgan Stanley as well as for First Annapolis Consulting. He began his career in banking, working first for Norwest Bank (now Wells Fargo) and then for a 3-branch community bank. Mr. Olsen holds an MBA from Columbia University and a BBA in Finance from The George Washington University. He has also completed additional professional studies on M&A law at Columbia Law School and on banking through the American Bankers Association’s Institute of Banking. A native of the Midwest, Mr. Olsen and his wife reside in Washington, DC.

Rene Perez, CAMS | Jack Henry

Rene Perez is a Financial Crimes Consultant & Director of Financial Crimes Sales with Jack HenrySM. He has been with the company since 2007 and has 20+ years of experience in the financial crimes industry. In his current role, Rene is able to share his specialized knowledge directly with Jack Henry clients and the industry through speaking engagements. He is Jack Henry’s subject matter expert on financial crimes and has spoken at many major conferences including ACAMS®, the Jack Henry Annual Conference, the Symitar Educational Conference, and SAS’s Global Financial Crimes Conference. Prior to Jack Henry, Rene worked as a BSA and Fraud Officer at a top 50 Bank in the U.S. Rene was also one out of 21 people across the country chosen by the Federal Reserve Bank to start the first-ever Federal Reserve Bank Payments Improvement Fraud Work Group. Their first mission was to formally define and categorize fraud to a single definition that can be adopted across the U.S. He lives in Birmingham, AL, with his wife and four kids. When not in the office, Rene can be found at one of his kids’ functions.

Johnny Stanley | Office of the Comptroller of the Currency

Johnny Stanley is the Deputy Comptroller for East and Northeast Regions of the Office of the Comptroller of the Currency (OCC). In this role, he oversees more than 200 community banks and federal savings associations and manages a staff of more than 350 bank examiners and other professional and support personnel. He assumed this role in November 2022. Prior to this position, Johnny served as the Associate Deputy Comptroller for the Northeastern District. Johnny started his OCC career in 2008 as an Assistant National Bank Examiner in Cleveland. He served as an Assistant Deputy Comptroller in the San Francisco Field Office for several years after graduating from the OCC’s LeaderTRACK program. He has served in various positions throughout the OCC and in the banking industry. Johnny received his bachelor of science degree in political science from Bethany College, a master’s in business administration from the University of Phoenix and is a Certified Accredited Mortgage Professional. He became a commissioned National Bank Examiner in 2013.

Kirsten Sutton | American Bankers Association

Kirsten Sutton is Executive Vice President of Congressional Relations and Legislative Affairs at the American Bankers Association (ABA), the voice of the nation’s $23.7 trillion banking industry and its more than two million employees. Named by Association Trends as a leading association lobbyist, she oversees the association’s bipartisan team responsible for engaging lawmakers and their staff on policy and legislative issues affecting America’s banks and the communities they serve. Kirsten joined ABA in 2020 as Senior Vice President and Executive Director of ABA’s Card Policy Council (CPC), where she developed policy priorities and advocacy strategy in collaboration with the nation’s largest card-issuing banks and payment networks. Before joining ABA, she served as Chief of Staff of the Consumer Financial Protection Bureau (CFPB) from 2018 to 2020. In addition to advising the CFPB Director on policy and personnel matters, Kirsten managed the agency’s public affairs, communications, stakeholder engagement, and legislative affairs office. Prior to her tenure at the CFPB, she was staff director of the House Financial Services Committee (HFSC) where she served as primary staff liaison to the Administration and House and Senate leadership, developed the Committee’s legislative priorities, and was responsible for ensuring those priorities had the support needed to pass out of the Committee and on the House floor. Her career on Capitol Hill spans more than a decade, including the financial crisis and the passage of the Dodd-Frank Act.

Session Materials 

All presentations shared are password protected. The password is MABEC2023

Economic Update | Craig Dismuke, Stifel

Bank M&A Update and Best Practices​ | Christopher Olsen, Olsen Palmer

Sleight of Hand? Are Fraudsters the New Magicians? Rene Perez, CAMS, Jack Henry

Emerging Stronger: Refresh, Refuel, Recharge-Overcoming Burnout​ | Dr. Melissa Furman, MS, DBA, Career Potential

Attendee Roster

Please click here to see who will be attending. 

Hotel & Meeting Room Information

Hotel Location and Parking Information

Lansdowne Resort & Spa
44050 Woodridge Pkwy
Leesburg, VA 20176

Self parking is complimentary. Valet parking is available at the following rates: 

• Valet Overnight: $25
• Valet 0-4 Hours: $15
• Valet 4+ Hours: $25

Meeting Room Information

Sunday Reception & Dinner: Pavilion Patio (reception) and the Pavilion (dinner)

*Back-up location in case of inclement weather  – Riverside Hearth

Breakfast & Lunch: Bacon Room

Sessions: Faulkner

A floorplan, with the conference locations noted, can be accessed here.

Special Needs & Americans with Disabilities Notice

If you have special needs that may affect your participation in this event, please contact Kristen Reid to discuss accommodations.

Thank you to our 2023 Sponsors! 

Thank You to our program sponsors! To learn more about each, click here.