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 Consumer & Commercial Banking Executive, TIAA 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

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

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

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

Ken Meek, Chief Product Officer, State Farm

Kevin Miller, Executive Vice President, Community Banking, TCF Bank

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

Cathy Myers, Executive Vice President, Consumer Banking, First Financial Bank

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

Maria Tedesco, President, Atlantic Union Bank

Jennifer Upshaw, Chief Retail Banking Officer, Synovus Financial Corporation

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

Chris Van Steenberg, Executive Vice President, Head of Consumer Strategy & Delivery, First Horizon National Corporation


For additional information please contact:

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