2024 Annual Community Banking Conference

Registration & Breakfast
8 AM–9 AM

Morning General Sessions
9 AM–12 PM

Lunch
12 PM–1 PM

Afternoon General Sessions
1 PM–5:30 PM

Cocktail Reception & Dinner
6 PM–9 PM

Breakfast
7 AM–8 AM

Breakout Sessions: Accounting Track
8 AM–10:50 AM

Breakout Sessions: Governance Track
8 AM–10:50 AM

Afternoon General Session
11 AM–12 PM

Partner, Cornerstone Advisors

As a bridge between key decision-makers, Al works closely with the C-suite of banks, fintechs, professional services firms, investors, and VCs. A frequent public speaker and guest lecturer, he addresses emerging issues immediately relevant to executives and boards of directors. The former CEO of Bank Director, he hosted Looking Ahead, a digital series created with Nasdaq, and now hosts Cornerstone's Plugged In podcast to highlight key leadership stories. Recognized as an influencer in financial services and fintech, he inspires industry leaders to embrace change, improve performance, and drive sustained growth through insightful industry research.

Managing Director, Pearl Meyer

With over 30 years of experience in the field of compensation and benefits, Dan assists clients in the areas of executive and non-employee director compensation and employee pay, focusing on the development of annual and long-term incentive compensation programs to meet clients’ strategic objectives. He also provides consultation in the areas of employment contracts and change of control provisions, M&A, expert testimony, reasonableness of compensation, salary administration, performance management, and employee and executive benefits. His client engagements cover a variety of industries and company organizational and developmental stages, including startup and pre-IPO, privately held, public, subsidiary, foreign-owned, and not-for-profit organizations.

Prior to his current role, Dan was Watson Wyatt Worldwide’s Southern California practice leader for executive and incentive pay and before joining Watson Wyatt, he was a consultant at KPMG, specializing in compensation and benefits issues.

Dan’s a frequently published author of articles on compensation topics and a sought-after speaker for numerous industry meetings including American College of Corporate Directors, Financial Executives International (FEI), Forum for Corporate Directors, National Association of Corporate Directors, UC Berkeley’s Center for Executive Development, and USC’s Corporate Governance Summit.

Partner, Moss Adams

Gabe joined Moss Adams in 1995 and has been a partner in the Financial Services Practice since 2005. He’s a 2008 graduate of Pacific Coast Banking School and has been auditing and consulting with financial institutions virtually his entire career. In 2000, Gabe received the firm’s Technical Excellence Award in recognition of his technical expertise.

Manager, Moss Adams

Jocali is an experienced regulatory compliance, audit, and risk professional who has worked with financial institutions since 2008. He’s performed audits, risk assessments, and consultation services for banks, credit unions, mortgage lenders, and fintech companies of all sizes across the United States.

Owner, M&H Economic Consultants

John has more than 53 years of experience making economic presentations on the region and nation. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in July 1983. He was the chief economist of U.S. Bancorp until July 1998, and served as the western region economist for U.S. Bank until July 2007. He currently travels across the nation to present to a variety of different groups sharing his extensive economic knowledge and insights.

Manager, Moss Adams

Kelsey has practiced public accounting since 2018. She specializes in the audits of both public and privately held companies, primarily in the financial services and hospitality industries. She has extensive expertise with Sarbanes-Oxley 404 (SOX) compliance. Kelsey’s experience ranges from SEC reporting to first-time audits of private companies. She leads engagement teams performing SOX audits, financial statement audits, reviews, and internal controls assessments.

Partner, Moss Adams

Kristine has worked in public accounting since 2003. She has worked with a wide range of clients, from startup organizations to large consolidated public companies. Her experience includes research and planning on individual and corporate tax issues, developing various tax planning strategies, tax accounting for M&A, Section 382 consulting, and representation of taxpayers before the IRS and state taxing agencies. She also reviews tax returns and tax-related disclosures on financial statements for public and private companies.

Kristine is an active member of the firm’s corporate tax group, and regularly speaks with management teams and boards to coach them in understanding the tax impacts of accounting for various business plans.

Senior Manager, Moss Adams

Matthew has practiced public accounting since 2013. He’s worked with clients in a variety of industries including financial institutions, technology, government contracting, and life sciences. His experience includes IRS audit representation, taxable and nontaxable entity restructurings, entity selection, tax accounting method issues, and accounting for income taxes (ASC 740). Matthew also has extensive federal and state tax return preparation experience in a variety of taxpayer classifications. Prior to beginning his public accounting career, he worked for two years in the tax department of a publicly traded company.

Senior Manager, Moss Adams

Nathan has practiced public accounting since 2008. He specializes in attestation engagements of financial institutions, including SEC registrants. Nathan manages and participates in financial and operational audits with related management recommendations for enhancing internal controls and efficiency improvements. His experience includes financial and operational audits of credit unions and community and public company banks, loan file reviews and evaluations, and complex accounting issues including mergers and FDIC-assisted acquisitions.

Senior Manager, Moss Adams

Noory has worked with financial institutions since 2005. His experience is focused on finance, accounting, operations, compliance, and risk management with specialties in the review of the Bank Secrecy Act (BSA), regulatory compliance, residential mortgage and commercial lending, and asset quality reviews. Noory devotes his time to consulting with financial institutions on operational and regulatory compliance matters, performing and managing operational audits and regulatory compliance reviews, and conducting risk assessments and anti-money laundering audits.

CFA, Managing Director, Head of Financial Institutions Strategies, Stifel

Ryan leads Stifel’s Fixed Income’s Financial Institutions Strategy Group, which works closely with executive management teams and portfolio managers in providing balance sheet strategies and analyses related to economics, interest rates, investments, and interest rate risk management. In addition to balance sheet and investment strategy, he focuses on the interpretation of shifting regulatory and accounting environments. Ryan joined Stifel in 2015 as part of the firm’s acquisition of Sterne Agee, where he had served as the lead financial strategist since 2006. He’s a frequent speaker at national and regional banking and financial conferences.