Mid-Tier Retail Executive Forum


Catered to Mid-Tier Heads of Retail  



  • A unique space for CBA member banks with $10-50 billion in assets to network and share best practices with peers
  • In-person meetings include visits with top influencers at the CFPB, OCC, FDIC, and Federal Reserve Board
  • Advocacy briefings to discuss your key issues with legislators and top staffers on the Hill
  • Regular updates from team CBA offering our trademark regulatory insight and analysis
  • Opportunities for tailored benchmarking and surveys



Chair, John Pataky, Executive Vice President, Chief Banking Officer, TIAA Bank

Lucia Bellomia, Executive Vice President, Head of Retail Banking, Berkshire Bank

Janice Budnik, Senior Vice President, Retail Banking Director, United Bank

Gregg Christenson, Executive Vice President, Director of Retail Banking, Flagstar Bank 

Todd Clark, Chief Executive Officer, Community Banking, Old National Bank

Robert Cozzone, Executive Vice President, Chief Operating Officer, Rockland Trust

Matt Emerson, Sr. Executive Vice President, Retail Lending & Deposits, Bank of Hawaii

John Golding, Head of Consumer and Small Business Banking, Northwest Bank

Barbara Heinemann, Executive Vice President, Consumer Banking Director, Eastern Bank

Tom Iadanza, Sr. Executive Vice President, Chief Banking Officer, Valley National Bank

Lee Jones, Senior Vice President, Product Management & Retail Strategy, First United Bank & Trust

Patricia Kellerhals, Executive Vice President, Director of Core Retail Banking, Commerce Bank

Jamie Lipham, Executive Vice President, Retail Banking, Hancock Whitney Bank

Carmen McClennon, Chief Retail Banking Officer, Bank OZK

Jennifer Mott, Executive Vice President, Retail Banking Executive, WesBanco

Mandy Neely, Executive Vice President, Chief Strategy Officer, First Financial Bank

Shawn O'Brien, Consumer & Business Banking Group Executive, Atlantic Union Bank

Susan Pitts, Retail Banking Executive, Synovus Financial Corporation

Cindy Purcell, Executive Vice President, Retail Banking & Administration, Banner Bank

Jonathan Roberts, Executive Vice President, Director of Consumer Banking, Webster Bank

Jimmy Stead, Chief Consumer Banking Officer, Frost Bank

Donna Vieira, Executive Vice President, Chief Commercial Officer, Sallie Mae

Chris Van Steenberg, Executive Vice President, Regional Bank Strategy & Delivery, First Horizon National Corporation


For additional information please contact:

Kevin O'Connor
Vice President, Corporate Membership
(202) 552-6376