Mid-Tier Retail Executive Forum


Catered to Mid-Tier Heads of Retail  



  • A unique space for CBA member banks with $10-75 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

Sean Baker, Executive Vice President, Individual Customer Experience - First National Bank of Omaha

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

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

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

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

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

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

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

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

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

Emory Mayfield, Chief Consumer Banking Officer, Hancock Whitney Bank

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

Mandy Neeley, Chief Consumer Banking & 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

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

David Stein, Executive Vice President, Head of Consumer & Business Banking - Associated Bank

Cindy Wolfe, Chief Banking Officer, Bank OZK

For additional information please contact:

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