Mid-Atlantic Bank Executives Conference Sponsors

Internal Links Amy Binns

Thank You to our Sponsors!


american bankers association logo
American Bankers Association
Janet Skelly, Vice President, Membership
Email | (800) 226-5377
The American Bankers Association is the voice of the nation’s $23.6 trillion banking industry, which is composed of small, regional and large banks that together employ more than 2 million people, safeguard $19.2 trillion in deposits and extend $12.2 trillion in loans.


CRS Data
CRS Data
Alwyn Staley, Partner
Email | (865) 414-5597
CRS Data specializes in property tax and mortgage information. They help banks manage lending portfolios, increase fee income, streamline the appraisal process and prospect for new commercial lending opportunities.


Dudley Resources logo
Dudley Resources
Chip Jones, Senior Advisor
Email | (804) 873-8593

Dudley Resources provides Flexible Remarketing Solutions, empowering their clients with the ability to put the focus back on banking. Their firm offers over 40 years of experience supporting Regional Banks and Institutional Sellers with asset management services and programs which enable their clients to achieve maximum values across an array of asset classes. Their services include Senior Accredited (ASA) approved appraisals, online and simulcast auctions for real estate, machinery & equipment, business assets, and
automobiles. They offer proprietary surge pricing platforms, trustee & repo services, foreclosure sales, note sales, and buyout options. They are equipped with industry leading technology, knowledge, and experience to provide the best customer service in the business. Dudley Resources….a resource to banks offering dependable and reliable results for all your asset remarketing needs.


Elliott Davis logo
Elliott Davis
Josh White, Financial Services Group Leader
Email | (919) 783-7073
Elliott Davis is a business solutions firm providing services to over 500 financial institutions across the United States. Their team of over 100 professionals dedicated to the banking industry serves banks with audit, tax and advisory services. These advisory services include internal audit, compliance reviews and monitoring, BSA/AML, information technology/cyber security, SOX/FDICIA assistance, credit services, data analytics, model validations, due diligence, process improvement assessments and plans, organizational consulting, and SOC reporting, among others.


Equifax logo
Equifax Sales Agent – RA Business Solutions
Amy Cardona, Vice President of Sales
Email | (757) 455-9387
Matt Boyer, Executive Vice President
Email | (757) 455-9326
Retail Alliance was founded in 1903 as the sole credit bureau in Hampton Roads, Virginia. It has been RA’s mission to serve businesses in the Mid-Atlantic region as trusted advisors. The RA team provides lift by leveraging unparalleled Equifax data to power targeted solutions to mitigate risk, grow loans/deposits, and assist with ever changing compliance needs (CECL etc.).


FHLBank Atlanta
FHLBank Atlanta
Dan Brenton, Senior Relationship Manager
Email | (404) 888-8547
FHLBank Atlanta is a cooperative bank that offers competitively priced financing, community development grants, and other banking services to help member financial institutions make affordable home mortgages and provide economic development credit to neighborhoods and communities.


FHLBank Pittsburg
FHLBank Pittsburgh
(800) 288-3400
FHLBank Pittsburgh provides reliable funding and liquidity to its member financial institutions, which include commercial and savings banks, community development financial institutions, credit unions and insurance companies in Delaware, Pennsylvania and West Virginia. FHLBank products and resources help support community lending, housing and economic development. As one of 11 Federal Home Loan Banks established by Congress, FHLBank has been an integral and reliable part of the financial system since 1932.


ModernFi logo|
Joe Daniel, Head of Bank Partnerships
Email | (703) 474-2809
ModernFi operates a deposit network that enables ALCOs to manage their deposit base with power and precision. Through ModernFi, banks can exchange deposits with other institutions to provide extended insurance to clients and improve balance sheet composition, sweep deposits off balance sheet, and source stable, cost-effective funding on demand. 


Newcleus logo
Newcleus Bank Advisors
Zachary Low, Managing Director
Email | (215) 962-5821
Newcleus – industry leading designers and administrators of comprehensive compensation, retirement, benefit, investment and finance strategies. Their personalized product selections, carrier solutions and talent retention programs optimize benefits and improve ROI. They ensure that client investments remain valuable by closely monitoring changes in product, tax and interest rates, and they pride ourselves on exceptional customer service. MINTS, their convenient and secure technology platform, manages your investments and insurance portfolio at no cost. Newcleus is the provider of choice for over 750 institutions, servicing more than 45,000 policies.


PWCampbell logo
Marshall Jett, Regional VP of Sales & Marketing
Email | (412) 737-2508
PWCampbell is a full-service firm offering design-build, branch experience, and consulting services to the financial industry. Our vast experience lies within architecture, interior design, preconstruction, construction, branded environments, and award-winning technology solutions. Our Best in Class service and “open door” relationship with our clients are the cornerstones of the business. Backed by over a century of experience, we have the passion and vision to take your project to the next level.


S&P Global Market Intelligence logo
S&P Global Market Intelligence
HD Jacobs, Director of Depository Sales, Strategy & Partnerships
Email | (434) 951-7710
At S&P Global Market Intelligence, they know that not all information is important—some of it’s vital. They integrate financial and industry data, research and news into tools that help banks track performance, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk.


Sei Sphere logo
SEI Sphere
Dave Detweiler, Managing Director
Email | (610) 676-4860
SEI Sphere® partners with you to create a cyber strategy that fits your needs.  SEI Sphere provides cybersecurity and IT managed services designed to optimize, secure and support the complex and evolving technology operations needs of today’s regulated and data-centric businesses. 


stifel logo
McNeill Wells, Managing Director, Fixed Income Capital Markets​
Email | (877) 786-0955
Working with banks in Virginia and across the United States, Stifel is committed to helping executives grow their businesses and better serve their customers. Anchored by an experienced team of financial strategists, traders and sales representatives, Stifel provides a suite of industry-focused services, analytics and products related to institutional investing, loan sales, asset liability management, derivatives strategy and funding.


VISA logo
Angie Kiochandra,Account Executive, Mid-Atlantic Region, Community Financial Institutions
Email | (571) 439-7143
Emily Leach, Vice President, Mid-Atlantic Region, Community Financial Institutions
Email | (415) 686-9912
Visa Inc. is a global payments technology company that connects consumers, businesses, financial institutions, and governments in more than 200 countries and territories to fast, secure and reliable electronic payments. Visa operates one of the world’s most advanced processing networks — VisaNet — that is capable of handling more than 65,000 transaction messages a second, with fraud protection for consumers and assured payment for merchants. VisaNet, our secure, centralized, global processing platform, enables Visa to provide financial institutions and merchants with a wide range of product platforms, transaction processing and related value-added services. Visa provides financial institutions with product platforms encompassing consumer credit, debit, prepaid, and commercial payments.
Key Facts:

  • Global public company (NYSE: V)
  • IPO date: March 19, 2008
  • Headquartered in San Francisco Bay Area, CA
  • Approximately 21,500 employees globally
  • Key global hubs: Foster City, Miami, Singapore, Dubai, London
  • Data Center Locations: Highlands Ranch, Colorado; Ashburn, Virginia; Basingstoke, UK; Singapore
  • FY2021 net operating revenue: $24.1 billion


Wolf & Company logo
Wolf & Company, P.C.
Will Nowik, Principal, IT Assurance and Advisory
Email | (617) 428-5469
Wolf & Company is a national CPA and business consulting firm with a regional feel, providing assurance, tax, risk management, and business consulting services to nearly 400 institutions nationwide. With over a century of experience working with financial institutions, we pride ourselves on personalized client service and unparalleled guidance. Through our collaborative service strategy, we understand our clients’ challenges and opportunities, and work with them to achieve their business goals while navigating potential obstacles.


YHB logo
Luke Gore, Principal
Email | (540) 662.3417
The YHB Financial Institutions Team takes a holistic approach to assisting community banks with growing, managing, and protecting their hard work. With over 300 professionals across 11 locations, they partner with many of the region’s most trailblazing leaders and banks. They are passionate about making sure your bank has the tools and support it needs to thrive.