Mid-Atlantic Bank Executives Forum Sponsors
Thank You to our Sponsors!
Crowe
Jason Stockton, CPA, Partner
Email | (202)
552-8010
www.crowe.com
Crowe LLP is a public accounting, consulting, and technology firm
that combines deep industry and specialized expertise with
innovation. By listening to their clients, they learn about their
businesses and the challenges they face. Their dedicated teams
strive to deliver exceptional client service while upholding
their core values and strong professional standards. They invest
in tomorrow because they know smart decisions build lasting value
for their clients, people, and profession. Crowe LLP’s services
include Audit, Tax, Advisory, Risk and Performance Consulting.
Elliott Davis
Josh White, Financial Services Group Leader
Email | (919)
783-7073
www.elliottdavis.com
Elliott Davis is a business solutions firm providing services to
over 350 financial institutions across the United States,
including 250 regional and community banks. Their team of over
100 professionals dedicated to the banking industry serves banks
with audit, tax, advisory, and consulting services. These
consulting and 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 Sales Agent – RA Business Solutions
Amy Cardona, Vice President of Sales
Email
| (757) 455-9387
Matt Boyer, Executive Vice President
Email | (757)
455-9326
rabsolution.com
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
Dan Brenton, Senior Relationship Manager
Email | (404)
888-8547
www.fhlbatl.com
FHLBank Atlanta 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. The
Bank’s members—its shareholders and customers—are commercial
banks, credit unions, savings institutions, community development
financial institutions, and insurance companies located in
Alabama, Florida, Georgia, Maryland, North Carolina, South
Carolina, Virginia, and the District of Columbia. FHLBank Atlanta
is one of 11 district banks in the Federal Home Loan Bank System.
Since 1990, the FHLBanks have awarded approximately $7 billion in
Affordable Housing Program funds, assisting more than 990,000
households.
FHLBank Pittsburgh
Eric Slomer, Director, Marketing and Communications
Email | (412)
288-7694
www.fhlb-pgh.com
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.
Newcleus Bank Advisors
Zachary Low, Managing Director
Email | (215)
962-5821
www.newcleus.com
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.
NEWGROUND
Scott Florini, Vice President of Strategy
Email | (314)
346-2102
www.NEWGROUND.com
NewGround is the industry leader in planning, designing, and
building Branded Spaces for financial institutions, corporations,
and retailers, and we have been for over 100 years. During this
time, we have designed and built over 15,000 financial
institutions consisting of headquarters facilities, operations
centers, retail branches, branch prototypes, and branch rollouts.
We employ over 140 employees across North America.
PNC Capital Markets, LLC
Richard Ferry, SVP/Managing Director, Financial Institutions
Group
Email | (412)
672-9256
www.linkedin.com/in/richard-ferry21
www.pnc.com
As one of the nation’s largest diversified financial services
organizations, PNC delivers a comprehensive range of Capital
Markets, Advisory and Banking solutions to help your financial
institution solve today’s challenges and pursue tomorrow’s
opportunities. PNC’s Financial Institutions Group understands
today’s banking environment and will deliver the right financial
resources tailored to your unique needs.
PWCampbell
Marshall Jett, Regional VP of Sales & Marketing
Email
| (412) 737-2508
www.pwcampbell.com
PWCampbell, widely respected in the financial services industry,
is a family-owned retail services and design-build firm.
Founded in 1910, they provide retail branding, merchandising,
technology solutions, planning, design and construction expertise
to optimize branching efforts. They have the knowledge and
expertise to develop and implement engaging, impactful and
scalable solutions for every sized project.
S&P Global Market Intelligence
HD Jacobs, Director of Depository Sales, Strategy &
Partnerships
Email | (434)
951-7710
www.spglobal.com
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.
Strategic Resource Management, Inc. (SRM)
Dana Davis, Senior Vice President
Email | (704)
906-0440
www.srmcorp.com
SRM has unlocked $5+ billion of value for our clients in areas
such as payments, digital transformation, core processing,
artificial intelligence, and operational efficiency. To learn
more, visit www.srmcorp.com and follow us on
LinkedIn & Twitter. SRM (Strategic
Resource Management) has helped 1,000+ financial institutions add
more than $5 billion of value to their bottom line in areas such
as payments, digital transformation, core processing, artificial
intelligence, digital assets, and overall operating efficiency.
SRM – now in its 30th year in business – has lowered
costs, created revenue opportunities, increased productivity, and
provided a competitive edge for clients in an environment of
constant and accelerating change. Visit www.srmcorp.com
for more information and follow us on
LinkedIn and Twitter for timely and relevant
insights.
The Baker Group
Ryan Hayhurst, President
Email | (405) 415-7200
www.gobaker.com
Since 1979, The Baker Group has helped our clients improve
decision-making, manage interest rate risk, and maximize overall
balance sheet performance. The Baker Approach utilizes
software and products developed by The Baker Group Software
Solutions combined with the firm’s knowledge, experience, and
advice. Our platform was developed to offer solutions that
cover the entire balance sheet.
VISA
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
www.usa.visa.com
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, P.C.
Will Nowik, Principal, IT Assurance and Advisory
Email | (617)
261-8142
www.wolfandco.com
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
Contact
Email | Phone
www.yhbcpa.com
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.