CBA OnSite Faculty

 CBA OnSite Education Faculty




Director of Strategic Services


Elizabethtown, KY


Jim is Director of Strategic Services for Plansmith. In this role, he heads up a new initiative for Plansmith, providing consulting services for community banks wishing to find new sources of revenue while expanding their role in service to their communities. Plansmith is the premier budgeting, forecasting and risk management software and support services provider for the community banking industry. During his 30-year career in banking and financial services, Jim has held several senior executive positions to include President and CEO of Fort Knox National Company; Chairman of the Faculty Advisory Committee at the CBA Executive Banking School; Chairman and Trustee of the development committee of Lindsey Wilson College, just to name a few. Jim earned a bachelor's degree in commerce from the Univ. of Kentucky and a master's degree in economics from the Univ. of Oklahoma. In addition to the Fort Knox National Company Board of Directors, he also serves as a board member for Mid-America Payment Exchange, a regional National Automated Clearing House (NACHA) organization; the Hospice Foundation of Louisville; and the Innovation and Commercialization Center of Central Kentucky. Among other awards, Jim received the 2001 Ernst & Young entrepreneur of the Year Award for KY & So. IN.





Tucson, AZ


Pat Riley is a retired banking executive with over 30 years experience in retail banking, corporate banking, commercial and consumer lending, mortgage banking, and financial analysis and planning. He has had responsibility for business unit management, planning and budgeting, pricing, credit administration, and employee incentive plan design. He has also started and managed his own small business. He was born in California and holds a BA in economics from U.C.L.A. and an MBA in finance from U.C. Berkeley.




​Managing Director

Roskom Consulting Group

Avon Lake, OH


Dale Roskom provides consulting services to banks through Roskom Consulting Group, LLC. The consulting practice is focused on capital and financial planning, enterprise risk capabilities and credit risk management. Mr. Roskom was Chief Operating Officer of the Federal Reserve Bank of Cleveland from 2010 through 2011. In addition to responsibilities for operations services provided to member banks and the Department of the Treasury, he also led the finance, planning, risk and administrative functions for the bank. These responsibilities included extensive engagement in payment systems issues impacting all the Federal Reserve Banks. Prior to joining the Federal Reserve, Mr. Roskom served in executive level risk, credit and finance positions at National City Corporation, Barclaycard's UK and European operations, the Australia and New Zealand Banking Group in Melbourne, and with Chase Card Services. Mr. Roskom began his banking career in 1985 at First Bank System, now U.S. Bancorp, gaining extensive experience in credit risk management, consumer lending and payment systems, mergers and acquisitions, finance and strategic planning during his 14-year tenure. He has a bachelor's degree in accounting and an MBA with a concentration in finance, both from The University of Wisconsin (Madison).





Compuchoix, LLC

Brooksville, FL


Paul Leventhal, a former finance professor, specializes in the teaching of investment finance and banking, and has written in the area of bank mutual fund distribution. Paul has taught bank financial management in many countries including South Africa, Tunisia, Japan, Italy, Belgium, Jordan, Jamaica, India and Qatar. He holds a Ph.D. in Finance from Concordia University in Montreal and is a CFA charter holder.





Vice President, OnSite Education


*Tem Wooldridge Award Winner, CBA Executive Banking School, Class of 2017.