Mid-Tier Retail Executive Forum
Catered to Mid-Tier Heads of Retail
FEATURING:
- 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
MEMBERS
Chair, John Pataky, Executive Vice President, Chief Banking Officer, TIAA Bank
Mark Beausoleil, Director of Retail Banking, Valley National Bank
Lucia Bellomia, Executive Vice President, Head of Retail Banking, Berkshire Bank
Janice Budnik, Senior Vice President, Retail Banking Director, United Bank
Derek Caswell, 1st Senior Vice President, Director of Marketing & Retail Products - MidFirst 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
Tony Holmes, Head of Lending Products & Pricing, Sallie Mae
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
Jimmy Stead, Chief Consumer Banking Officer, Frost Bank
David Stein, Executive Vice President, Head of Consumer & Business Banking - Associated Bank
For additional information please contact:
Kevin O'Connor
SVP, Membership, Sponsorship & Corporate Philanthropy
(202) 552-6376
koconnor@consumerbankers.com