Mid-Tier Retail Executive Forum


Catered to Mid-Tier Heads of Retail  



  • A unique space for CBA member banks with ~$10-100 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



Co-Chair: Cindy Purcell, Executive Vice President, Chief Strategy & Administration Officer, Banner Bank

Co-Chair: Chris Van Steenberg, Executive Vice President, Chief Digital & Product Officer, First Horizon

Mark Beausoleil, Director of Retail Banking, Valley National Bank

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

David Cameron, Executive Vice President, Personal and Business Banking, City National Bank

Matt Cammarota, Senior Vice President, Director of Consumer Lending, Liberty Bank

James Capolongo, Managing Director, Head of Banking, Barclays 

Derek Caswell, 1st Senior Vice President, Director of Marketing & Retail Products, MidFirst Bank

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

Jason Forman, Executive Vice President, Director of Consumer Banking, S&T Bank

Patrick Freeman, Senior Vice President, General Manager - Student Lending, Sallie Mae

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

James Griffin, EVP, Head of Consumer Banking, Webster Bank

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

Olga Hoff, EVP, Director of Enterprise Retail Banking, Zions Bancorp

Tony Kallingal, Executive Vice President, Chief Banking Officer, Mechanics Bank

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

Lindsay Lawrence, Executive Vice President, Chief Operating Officer, EverBank

Emory Mayfield, Chief Consumer Banking Officer, Hancock Whitney Bank

Chad Mildren, Chief Consumer Banking Officer, United Bank​

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

Mandy Neeley, Chief Consumer Banking & Strategy Officer, First Financial Bank

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

Susan Pitts, Chief Operating Officer, Consumer Bank, Synovus Financial Corporation

John Rosenfeld, President, Jenius Bank

Allyson Schlesinger, Executive Vice President, Head of Consumer Banking, Columbia Bank

Rodney Shepard, Chief Customer Experience Officer, Arvest Bank

Jimmy Stead, Chief Consumer Banking Officer, Frost Bank

Brent Tischler, CEO, Community Banking, Old National Bank

Cindy Wolfe, Chief Banking Officer, Bank OZK

Steven Zandpour, Executive Vice President, Director of Consumer & Business Banking, Associated Bank

For additional information please contact:

Kevin O'Connor
SVP, Membership, Sponsorship & Corporate Philanthropy
(202) 552-6376