Illinois Bankers Association

Event Summary

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IBA Training Center, Springfield

05/16/2017 8:00 AM   Thru   05/16/2017 4:00 PM

Lewis University, Oak Brook

05/17/2017 8:00 AM   Thru   05/17/2017 4:00 PM

IBA Training Center - Springfield

07/13/2017 8:00 AM   Thru   07/13/2017 4:00 PM

Lewis University - Oak Brook

07/14/2017 8:00 AM   Thru   07/14/2017 4:00 PM

Lewis University

07/26/2017 9:00 AM   Thru   07/26/2017 4:00 PM

IBA Training Center

08/03/2017 9:00 AM   Thru   08/03/2017 4:00 PM

Lewis University

08/04/2017 9:00 AM   Thru   08/04/2017 4:00 PM

IBA Training Center, Springfield

08/17/2017 8:30 AM   Thru   08/17/2017 4:00 PM

Webcasting

08/17/2017 8:30 AM   Thru   08/18/2017 4:00 PM

Lewis University, Oak Brook

08/18/2017 8:30 AM   Thru   08/18/2017 4:00 PM

IBA Training Center - Springfield

08/29/2017 9:00 AM   Thru   08/29/2017 4:00 PM

Lewis University - Oak Brook

08/30/2017 9:00 AM   Thru   08/30/2017 4:00 PM

Lunch Only

09/18/2017 11:00 AM   Thru   09/18/2017 12:00 PM

Foursome

09/18/2017 12:00 PM   Thru   09/18/2017 5:00 PM

Individual Golfer(s)

09/18/2017 12:00 PM   Thru   09/18/2017 5:00 PM

Mulligans (includes 2)

09/18/2017 12:30 PM   Thru   09/18/2017 5:00 PM

Reception Only

09/18/2017 5:00 PM   Thru   09/18/2017 9:00 PM

Conference

09/19/2017 1:00 PM   Thru   09/20/2017 3:00 PM

Murder Mystery Dinner

09/19/2017 6:00 PM   Thru   09/19/2017 9:00 PM

Lewis University-Oak Brook

09/21/2017 9:00 AM   Thru   09/21/2017 4:00 PM

IBA Training Center-Springfield

09/22/2017 9:00 AM   Thru   09/22/2017 4:00 PM

Credit Compliance, Part 1

09/25/2017 8:30 AM   Thru   09/25/2017 4:30 PM

Consumer loan product regulations are more complex and detailed than ever. With greater scrutiny comes higher risk of non-compliance and the likelihood of enforcement action and/or civil money penalties. This program offers a comprehensive discussion of consumer lending compliance regulations and effective assessment methods. Lenders and compliance personnel will be better prepared to effectively audit, train and manage the bank’s compliance lending risk.

Series

09/25/2017 8:30 AM   Thru   09/29/2017 4:30 PM

Credit Compliance, Part 2

09/26/2017 8:30 AM   Thru   09/26/2017 4:30 PM

This program focuses on the numerous and nuanced requirements for Regulation Z and RESPA. This comprehensive discussion of Regulation Z annd RESPA also sets the table for Program 3 and Truth in Lending / RESPA integrated disclosures.

Credit Compliance, Part 3

09/27/2017 8:30 AM   Thru   09/27/2017 4:30 PM

This program continues discussion on mortgage lending regulatory requirements. Current information is essential for managing an effective compliance program.

Deposit Compliance

09/28/2017 8:30 AM   Thru   09/28/2017 4:30 PM

Consumer deposit products, services and delivery methods have changed dramatically due to the Dodd-Frank Act. Regulatory amendments and new interpretations have created an extremely complex deposit compliance environment. This program discusses critical deposit account rules and discusses the implications of UDAAP and the subjectivity of enforcement. Compliance officers and personal bankers will be better prepared to identify solutions in the deposit account front-line sales and operations areas.

BSA/AML Compliance & Regulators' Forum

09/29/2017 8:30 AM   Thru   09/29/2017 4:30 PM

This program examines legal and regulatory requirements in several key areas that impact customer relationships throughout the bank. Emphasis is placed on recent changes, evolving BSA/AML developments and the need to establish comprehensive programs bank-wide.

Program 1

10/03/2017 8:30 AM   Thru   10/03/2017 4:30 PM

Series

10/03/2017 8:30 AM   Thru   10/05/2017 4:30 PM

Lewis University - Oak Brook

10/04/2017 8:00 AM   Thru   10/04/2017 4:00 PM

Speakers
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NameBiography
Abdoo, RyanRyan Abdoo, Senior Associate Plante Moran, is the Industry Technical Leader for the Financial Institutions practice of Plante Moran. As the Industry Technical Leader for Financial Institutions, he is the Chairman of Plante Moran’s internal CECL Committee, serves both public and private institutions, performs quality control reviews, presents on accounting matters, authors much of Plante Moran’s industry thought leadership, and provides pragmatic solutions and guidance for clients on issues such as an acquisition or CECL. As a client server, Ryan provides accounting, auditing, financial analysis, and outsourced risk management services.
Ablack, PaulCEO, OnApproach LLC
Adams, AngelaAngela Adams, CEBS, SPHR, SHRM-SCP, Director, HR Services, has been with the Management Association since 2000. She has expertise in affirmative action programs and general HR services, and provides assistance in training for member organizations. Adams has worked in human resources for 20 years. She earned a Bachelor of Arts from the University of Illinois at Urbana-Champaign and a Master of Science in Human Resources Management from Boston University. Adams is a Senior Professional in Human Resources (SPHR) as designated through the Human Resource Certification Institute and a Certified Employee Benefits Specialist (CEBS) through the International Foundation of Employee Benefit Plans, as well as a Senior Certified Professional (SCP) through the Society for Human Resources Management (SHRM).
Adams, JohnJohn Adams is vice president of Sheshunoff & Co Investment Banking and is focused on merger and acquisition advisory services for the firm. His background includes buy-side and sell-side engagements, merger negotiation and structuring, financial analysis and industry research. Prior to joining Sheshunoff 16 years ago, he spent four years with Lehman Brothers working in the Financial Institutions Group in New York. He has over 20 years of experience in financial services, valuing financial institutions and advising clients in the mergers & acquisitions process, involving both public and private institutions, as well as equity and debt underwriting. Adams regularly presents economic and M&A updates at Sheshunoff conferences and numerous state banking conferences and has taught at the Graduate School of Banking at the University of Wisconsin-Madison. He obtained a master’s degree in mathematics from the University of North Texas and earned a bachelor of business administration degree in finance from the University of Texas at Austin. Adams is a registered representative with FINRA and holds the Series 62 and 63 licenses.
Aga, JeffJeff Aga is a technical consultant with the ERISA compliance department at Ascensus. He lends technical expertise regarding qualified retirement plans, Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as 401(k) and 403(b) plans, SEP and SIMPLE IRA plans. Aga also conducts qualified retirement plan, 403(b) plan and IRA compliance audits.
Aleisa, EmilyEmily Aleisa is Assistant Counsel for the Illinois Bankers Association. Aleisa obtained her law degree from the Chicago-Kent College of Law in 2013, where she was a member of the law review and trial team. Aleisa began her law career at a mid-size law firm focused on school and municipal law and later served as a Staff Attorney for the Eighteenth Judicial Circuit Court in DuPage County, Illinois. She joined the IBA’s Law Department in 2016, where she researches bank compliance questions and assists with internal legal matters and the Government Relations department’s legislative efforts.
Apostolopoulos, DeanPartner, RSM US LLP
Baez, RubenRuben is a Supervisory Examiner in the Division of Depositor and Consumer Protection’s Chicago Territory. He is a commissioned examiner with over 15 years of examination experience. Prior to joining the FDIC, Mr. Baez worked 14 years in various operational and consumer retail positions at Chicago, Illinois area institutions. He is a graduate of the Graduate School of Banking, Madison, Wisconsin.
Baker, Bruce JayBruce Jay Baker is the Executive Vice President and General Counsel of the Illinois Bankers Association, and he is Of Counsel to the law firm of Barack Ferrazzano Kirschbaum & Nagelberg LLP in Chicago. Before joining the IBA in 1999, Bruce was a partner in the law firm of Schiff Hardin & Waite, where he also served as the IBA’s General Counsel. He also served as General Counsel to the Illinois Commissioner of Banks and Trust Companies, the predecessor agency to the Illinois Department of Financial and Professional Regulation – Division of Banking, from 1991 to 1994. Before then, he was Senior Counsel at Dean Witter Financial Services Group and Discover Card, and prior to then he was in private practice, where he served as outside counsel to the IBA. Bruce has authored numerous articles and frequently lectures on banking laws across the country. He is co-editor of IICLE’s 2002 Advising Illinois Financial Institutions, along with its 2006 Supplement, as well as co-author of its chapter on Consumer Lending Regulations. Bruce received his Juris Doctor from Washington University School of Law in 1979, where he was a member of the law review and recipient of the American Jurisprudence Award in Property, and he attended the University of Leeds, England, and the University of Illinois, Urbana, where obtained a B.S.B.A degree in 1976. Bruce is a member of the bars of Illinois, the Northern District of Illinois, and the U.S. Supreme Court, and he is the 1991 and 1997 recipient of the Illinois Bankers Association’s Distinguished Bank Counsel Award.
Barlow, MicheleVice President, Wisconsin Automated Clearing House Association (WACHA)
Bartelt, JohnJohn is a Case Manager in the Chicago Regional Office with over 26 years of regulatory experience. Prior to becoming a Case Manager, John spent 14 years examining a broad array of financial institutions. John has participated in several Director College events and is also a lead instructor for the FDIC’s Loan Analysis School, where credit review is taught to assistant bank examiners.
Barton, DianneDianne Barton is president of Performance Solutions, inc. (PSi), a training and consulting company that specializes in providing solutions to the key challenges facing banks in attracting and building relationships with customers. PSi's training programs are designed to “close the gap” between the banks’ needs and employees' skills. Her trademark “real world” scenarios give participants insight into the practical application of new skills and knowledge.
Basting, BrianBrian Basting was born and raised in Bloomington, Illinois on a grain and livestock farm. He earned both a Bachelor and Master degree in Agricultural Economics from the University of Illinois. Prior to joining Advance, he worked for a farmer advisory service based in Wisconsin. He currently is an economist responsible for wheat market fundamentals and domestic grain consumption trends assisting in feed grains and soybean analysis. He assists in the preparation of a weekly fundamental review of commodities for clients and brokers.
Battle, BrianDirector, Performance Trust Capital Partners, LLC
Behringer, JohnCPA, Partner, National Co-Leader, Financial Institution Consulting, RSM US LLP
Berard, CarlyAssistant Counsel, Illinois Bankers Association
Bertrand, GerryGerry Bertrand joined Advance Trading in February 2016 as a Broker/Lending Consultant, and is now assisting other ag banks in creating Marketing Lines of Credit for their farmers.
Bishop, AngelaSenior Compliance Examiner, FDIC
Bitler, KarenKaren Bitler has over 35 years of experience as a banker, regulator, and consultant with regulatory, internal audit, examination, compliance, anti-fraud, risk management and lending knowledge. Her background and the majority of her experience is centered around financial institutions in all areas of Risk Management, Regulatory Compliance, and Information Security. Karen graduated from Virginia Wesleyan College with a Bachelors in Business Management, received her ACAMS certification in 2013 and has a Six Sigma Greenbelt Certification.
Blackwell, TomTom Blackwell serves as managing director of financial services at Angott Search Group. Before joining the firm in 2009, he pursued a career in executive search with another leading search firm in the Midwest, prior to which he worked in the automobile industry. Blackwell built his practice from scratch into a multi-million dollar business by meeting the needs of clients and candidates with incredible precision. His candidate and client-centric approach has propelled him to the top five percent of the search business and made him a perennial top award winner since his introduction to the search business.
Blanchard, KathleenKathleen O. Blanchard is president of Key Compliance Services, LLC, and she has more than thirty years of experience in banking. She is a Certified Regulatory Compliance Manager and a BOL Guru for Bankers Online. Kathleen’s banking background includes commercial and private lending, credit review, credit policy and procedures, risk management and regulatory compliance at community, regional and large international banks. She has been providing training and consulting services on regulatory compliance processes, HMDA and CRA reporting, process development, and training since 2006. She presents her views and offers advice on HMDA, CRA and other regulatory matters at kaybeescomplianceinsights.com. Since 2015, she has been delivering online regulatory compliance training, including The HMDA Academy, a unique combination of online consulting and training for financial institutions and vendors.
Blaylock, RickDirector of Corporate Development, CodeFi Solutions
Bloxdorf, ErichPlan Administrator, Illinois Bankers Group Insurance Trust
Bomberg, MarcieSenior Manager, Wipfli LLP
Brandt, PhilPhil Brandt, president and CEO, AAIM Employers’ Association, is one of the region’s most sought-after HR business leaders. Under his leadership, more than 1,600 organizations utilize AAIM services to manage and improve their people systems. He has 25+ years of experience working with business owners, executives, and operational leadership teams in both domestic and global business environments. Throughout his career, Brandt has focused on generating sustainable profits by maximizing the output of people systems. He brings a unique blend of strategic, but practical solutions, to implement business solutions.
Brei, MattMatt Brei is president of Blanchard Consulting Group. He has worked in compensation consulting since 2000 and has focused exclusively on the banking industry since 2002. Brei serves in a lead role with client engagements and focuses on identifying the unique compensation needs and concerns of each individual client. His areas of expertise encompass multiple disciplines within executive, director, and staff compensation. Brei frequently speaks at banking conferences on various topics and has written a number of published articles within banking specific publications. He received a Bachelor of Arts degree with a double major in accounting and business management from Luther College.
Brockman, AlexanderAlexander Brockman is vice president of business development at NewGround. He has 10 years’ experience in the financial services industry, starting in community banking then wealth management. His experience in financial services has enabled him to have an in-depth understanding of the industry. As a vital member of the NewGround business development team, Brockman has a passion for excellence in client satisfaction.
Brown, TraciWin the game across the teller line, in the loan department and with your team to dramatically improve your bottom line… and detect fraud before it happens. NBC, CBS and Fox have asked body language expert, Traci Brown, to reveal secrets hidden in plain sight, and she can help your team reveal the secrets your clients are keeping from you that are impacting your bottom line. Brown holds a business degree from the University of Colorado and is a certified master practitioner of Neuro Linguistics, Hypnosis and Hawaiian Huna. In her fast paced, interactive program, she teaches lie, fraud and identity theft detection she’s used to get to the truth in billion-dollar business deals, crimes and politics.
Brunskill, RichardRichard C. Brunskill serves as an assistant vice president at the Federal Reserve Bank of Chicago with responsibilities including specialty risk examinations, resource scheduling, and examination support. He is a Chartered Financial Analyst charter holder. Brunskill began his regulatory career with the Illinois Department of Financial Institutions as a bank examiner and went on to serve as field supervisor and district supervisor. In 2003, he was appointed to serve as director for Chicago Bank Supervision where he oversaw the regulation of Illinois state chartered commercial banks, savings banks, and foreign bank branches located in Chicago and the surrounding suburban market. Brunskill joined the Federal Reserve Bank of Chicago in 2010 where he has held roles as a senior examiner, portfolio manager, and Portfolio AVP. He graduated from Illinois Wesleyan University with a degree in economics and from the Graduate School of Banking at Colorado.
Bryans, JimJim joined FDIC in 2004 in the Springfield Field Office as a Compliance Examiner. He was promoted to Supervisory Examiner in 2010 and helps oversee the Division of Depositor and Consumer Protection operations in the Princeton, Springfield, and Mount Vernon Field Offices. Jim has been involved with various special projects during his career, and has been an active presenter and instructor for FDIC schools and Regional Bankers’ Colleges. He graduated from Eastern Illinois University in Charleston, IL with bachelors and master’s degrees in Economics.
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