Illinois Bankers Association

Event Summary

Annual Conference Sun, Jun 23, 2019 thru Tue, Jun 25, 2019 The Annual Conference is the showcase event of the year. It offers a perfect mix of education and professional development opportunities and networking events. There is something for everyone! View Program Brochure

Registration Fees
Banker M $695 | NM $995
Associate Member (Non-Exhibiting) $995
Guest $395

Registration Note: When registering two or more attendees + guests/spouses, connect with us at 217-789-9340.
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Illinois Bankers PAC Golf Outing

06/23/2019 8:30 AM   Thru   06/23/2019 1:30 PM

Austin PAC Crawl

06/23/2019 9:00 AM   Thru   06/23/2019 2:00 PM

Waco and Magnolia Market - Optional Tour

06/24/2019 8:00 AM   Thru   06/24/2019 3:00 PM

Waco and Magnolia Market Take a real Austin Detour to Waco, hometown of HGTV’s “Fixer Upper” with Chip and Joanna Gaines. You’ll be entertained during the drive with fun games and interesting narrative. Upon arrival in Waco, the first stop is Magnolia Market by Joanna Gaines to shop for vintage and refurbished household items in her unique fashion. After perusing the shop, enjoy a picnic lunch with treats from local food trucks and Magnolia Bakery. After lunch, you will be taken around Waco to get to know the historic town that is home to Dr Pepper and Baylor University.

Speakers
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NameBiography
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.
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.
Behringer, JohnJohn P. Behringer leads RSM’s Great Lakes financial institutions practice working with clients ranging in size from $100 million to over $100 billion. He has over 18 years of public accounting experience working specifically with commercial banks, both privately and publicly held, de novo institutions, mortgage banks, investment companies and broker dealers. Behringer focuses on providing advisory and risk management consulting services to commercial banks. He has extensive experience providing internal and external audit services, loan review and credit administration risk management services. These services include SEC, Sarbanes-Oxley, and FDICIA reporting issues, internal controls implementation and ongoing compliance services. In addition to client service responsibilities, Behringer serves as a facilitator for the national accounting and advisory services continuing education programs. As an industry leader, he presents at industry and professional conferences on current banking and accounting issues.
Caballero, JessicaJessica Caballero is a former OCC examiner who was responsible for examining all functional areas including asset quality, consumer compliance, capital markets, and information technology for financial institutions of varying risk profiles and asset sizes. Prior to joining Abrigo, she was a compliance consultant with Compliance Alliance assisting community banks with the implementation of Dodd-Frank, including the risk assessment process, policy creation, and the overall implementation of a comprehensive compliance management program. Caballero joined Abrigo in 2015 and is a senior manager of strategy & evangelism. Her role focuses on providing education to bankers and facilitating industry trainings across the nation on various risk management topics. She is a Certified Regulatory Compliance Manager (CRCM).
Carpenter, CurtisCurtis Carpenter is principal and head of investment banking for Sheshunoff & Co Investment Banking. He also serves as executive director of The Affiliation Program. Carpenter has been involved in over 100 successful merger transactions from the multiple perspectives of buyer, seller, and broker. Prior to joining Sheshunoff, he helped direct mergers and acquisitions with a large regional bank holding company in their expansion into major growth markets across the Southwest. His additional experience includes serving as CFO of a financial institution and the audit department with KPMG in Dallas. Carpenter is a frequent speaker at conferences throughout the country for both state and national organizations and has been a featured industry specialist for one of the world’s largest international accounting firms. He is frequently quoted as an industry expert in news media throughout the country, including the Wall Street Journal, Bloomberg, and CNBC. Carpenter is a registered representative with FINRA and holds the Series 62 and 63 licenses.
Cartolano, VinceFinancial Services Consultant, Crowe LLP
Conneely, JohnJohn P. Conneely is the regional director for the FDIC Chicago Region, a position he has held since January 2018. In this role, he directs the risk management and consumer protection supervisory programs for FDIC-insured banks and thrifts headquartered in Illinois, Indiana, Kentucky, Michigan, Ohio, and Wisconsin. Previously, he was the deputy regional director for the FDIC New York Region from 2013-2018. Conneely began his career as a bank examiner in the New York City field office in 1989. He subsequently held the positions of case manager, senior examination specialist, and assistant regional director in the New York Region. During his career, Conneely has temporarily filled several other key positions within the FDIC, including acting deputy director for risk analysis and pricing in the Division of Insurance and Research; acting associate director for complex financial institutions in the Division of Risk Management Supervision; and acting associate director for resolution planning in the Office of Complex Financial Institutions. He was also seconded as a financial policy advisor to the U.S. Department of Treasury, Office of International Banking & Securities Markets, and served as an instructor at the FDIC's Corporate University. Conneely holds both a B.S. and M.S. in banking and money management from Adelphi University, Garden City, New York.
Doll, KerriKerri A. Doll has practiced law for 26 years, both in the private and public sector. She has extensive experience in Illinois government and private industry, having served not only as a regulator but also representing regulated entities. Doll spent the majority of her career with the Illinois Department of Financial Institutions, Division of Banking, serving in such roles as legal counsel, policy and procedures administrator, corporate activities manager, and senior banking counsel. She was confirmed as director of banking in February 2017. While not working with the Department, Doll stayed actively involved in the banking industry, serving as vice president and senior counsel of the Illinois Bankers Association and later as a partner at the law firm of Giffin, Winning, Cohen & Bodewes, practicing in the areas of financial institutions, governmental affairs, regulatory, and estate planning. While with the firm, she represented financial institutions in merger transactions, regulatory applications, and enforcement matters. Doll was a regular speaker at events for the Illinois League of Financial Institutions. She received a Juris Doctor degree from the University of Colorado School of Law and a Bachelor of Science in political science from Marquette University, and is a member of numerous professional associations.
Fleetwood, RobertRobert M. Fleetwood is co-chair of Barack Ferrazzano’s Financial Institutions Group and concentrates his practice on financial institutions, securities, and general corporate matters. He regularly represents financial institutions on public and private securities offerings, recapitalizations, mergers and acquisitions and contract negotiations. Fleetwood has recently been assisting clients with the various government programs aimed at assisting financial institutions through the current economic environment. He also works closely with clients on their continued compliance with federal and state securities laws, including reporting under the Securities Exchange Act and with corporate governance. Fleetwood is an adjunct professor in banking law at the Northwestern University Pritzker School of Law. He was an adjunct professor of securities law in the graduate program in financial services law at the Chicago Kent College of Law for five years. Fleetwood is also a frequent speaker in the financial institutions and securities law areas to trade associations and professionals.
Freeman, JustinJustin Freeman, Director, Risk Advisory Services, has over 20 years of experience working in credit risk management positions in both commercial banking and risk consulting. He is a credit risk specialist dedicated to working with RSM’s Great Lakes financial institutions industry group. Freenan focuses on providing advisory and risk management consulting services to financial institutions of all sizes. Freeman has significant experience in evaluating credit risk exposure as it relates to commercial credits, including, leveraged lending, syndicated credits, shared national credits, commercial real estate, commercial and industrial and asset based lending transactions.
Geiringer, JohnJohn M. Geiringer is the regulatory section leader of Barack Ferrazzano’s Financial Institutions Group and concentrates his practice on regulatory, governance and investigative matters involving financial institutions. He is a frequent speaker and author in the financial institutions area on issues surrounding banking regulations, examinations and enforcement actions. Geiringer teaches banking law and regulation at Chicago-Kent College of Law's Graduate Program in Financial Services Law and serves on the Board of Advisors of its Institute for Compliance. He is vice-chair of the American Bar Association’s Banking Law Committee and a past chairman of its Enforcement, Insider Liability and Troubled Banks Subcommittee and its Bank Secrecy Act/Anti-Money Laundering Subcommittee. He also is a former chairman of the Chicago Bar Association’s Financial Institutions Committee. Prior to joining the firm in 1999, he was both a bank regulator and a compliance consultant.
Grottke, ThomasManaging Director, Crowe LLP
Knutson, ChadChad Knutson is a co-founder and senior information security consultant for SBS CyberSecurity, a premier cybersecurity consulting and audit firm dedicated to making a positive impact on the banking and financial services industry, and has served as president of the SBS Institute since 2013. He maintains CISSP, CISA, and CRISC certifications, and received a Bachelor of Science in computer information systems and his Master of Science in information assurance from Dakota State University. While consulting with financial institutions, he saw the need to empower employees to be better prepared to confidently handle cybersecurity threats, create and manage strong information security programs, and understand ever-changing regulations at their institution. He was a driving force in the development of the SBS Institute certification program, which is uniquely designed to serve the banking industry by providing banking-specific, role-based certifications. The SBS Institute has grown to include over ten certifications and State Association partners in over 30 states.
Medrano, MarkAssistant Vice President – Regional Director IL and BHCs, Supervision & Regulation, Federal Reserve Bank of Chicago
Micallef, JoeJoe Micallef is an award-winning sales expert with over 27 years business and sales leadership experience. He has been recognized throughout his career for his strategic, collaborative and charismatic approach to achieving exceptional results. Micallef has held senior management positions in Australia, Canada and the United States developing an intrinsic knowledge and understanding of global sales markets. As a director at Australia’s leading global investment bank for over 15 years, he led a number of sales teams across various divisions, products and markets, and has also held C-level positions in Canadian and US finance companies. Micallef currently offers sales coaching and strategic advice to help community banks leverage his global sales expertise and innovative training platform. In 2016 he received an Entrepreneurial Excellence Award for “Outstanding Services to Entrepreneurs” from Chicago’s Daily Herald Business Ledger.
Orlando, PhilipPhilip Orlando is the chief equity strategist and the head of the Client Portfolio Management team at Federated Investors, Inc. He joined the company in 2003 and, with more than 35 years of industry experience, is responsible for the formulation of Federated’s views on the economy, the financial markets and the firm’s investment positioning strategies, serving as the chairman of both the Macro Economic Policy and the PRISM Asset Allocation committees. As head of the Client Portfolio Management team, Orlando is responsible for bringing extensive macroeconomic, investment strategy and product knowledge directly to clients in collaboration with the sales team. For the last 20 years, he has been a regular contributor to several of CNBC’s programs, including “Worldwide Exchange,” “Squawk Box,” “Squawk on the Street,” “Power Lunch,” “Closing Bell” and “Nightly Business Report” as well as Fox Business News, Bloomberg, Reuters, The Wall Street Journal and The New York Times. Orlando received an MBA and bachelor’s degree from New York University. He is a CFA charterholder.
Paulson, BlakeBlake Paulson is the deputy comptroller for the Central District in the Office of the Comptroller of the Currency. In this role, he oversees 385 community banks and federal savings associations as well as 30 independent data service providers and trust companies. In this capacity, Paulson manages a staff of 460 bank examiners and other professional and support personnel in the Central District. He took on this role in January 2015. Prior to his current position, Paulson served as associate deputy Comptroller in the Central District, where he oversaw nine field offices. Before serving as associate deputy comptroller, he was an assistant deputy comptroller for Midsize Bank Supervision and was responsible for a portfolio of national banks with total assets between $10 billion and $30 billion. Paulson joined the OCC in 1986 in the Sioux Falls, South Dakota, and has since held a variety of positions throughout the Midwest supervising community, midsize, and large banks.
Payant, SeanSean Payant, Ph.D., is the chief consulting officer for Haberfeld Associates. He previously served as the executive director of the Schools of Banking for nine years. He has administered, instructed and authored materials for 17 different banking schools attended by bankers from 18 states. Payant has published articles on bank marketing, employee engagement, goal setting and community bank differentiation. He has presented more than 100 keynote and breakout sessions at industry meetings and holds Master’s and Doctor of Philosophy degrees from the University of Nebraska.
Podesta, ConnieConnie Podesta is a game-changing, idea-generating ball of fire whose rare blend of humor, substance, style and personality have made her one of the most memorable, in-demand speakers in the world today. She motivates audiences differently by fueling them with exciting new ideas, mindsets, attitudes and solutions that will empower them to tackle even the toughest challenges in today's crazy 24/7 world. She helps your team understand why it's important to change behaviors, re-think attitudes, re-assess old ideas and get on board so they can make things happen! Podesta has a bachelor’s degree in speech, communications and business, a master’s degree in human relations and counseling and was a Board Certified Licensed Professional Counselor (LPC) for more than 25 years. An expert in the psychology of human behavior as it relates to sales, leadership, change and relationships, she is the go-to person when it comes to digging deep into what makes people do what they do and say what they say.
Revak, MaureenMaureen Revak is the director of business development at Ascensus. She has worked closely with banks, credit unions, insurance companies, and brokerage firms for more than 25 years. Her work has included training and consulting on IRAs and retirement plans (defined contribution plans and 403(b) plans). Revak has also performed IRA and Qualified Retirement Plan program reviews, compliance audits and operational efficiency assessments. She is also an expert at delivering customized training solutions for retirement plan professionals. Revak earned a Bachelor of Science in accounting and Master of Business Administration from Drake University. She is a Certified Employee Benefit Specialist (CEBS), a Certified Public Accountant (CPA) and a Certified IRA Specialist Professional (CISP).
Rigsby, RickRick Rigsby, Ph.D., is president and CEO of Rick Rigsby Communications. The former award-winning journalist followed a television career with graduate school and two decades as a college professor, most of which at Texas A&M University, where he also served as character coach and chaplain for the Aggies football team. His dynamic presentations motivate, empower and inspire worldwide – from Africa and Asia, to the Americas, Europe and Canada. Rigsby’s audiences include Fortune 100 and Fortune 500 companies, academic communities, and service organizations. He is a regular contributor on various national media platforms, including the Fox Business Network. Named twice as an outstanding professor in the College of Liberal Arts at Texas A&M, he also has numerous publications, including his first non-academic book, “Lessons from a Third Grade Dropout,” which is a USA TODAY, The Wall Street Journal and Amazon best seller.
Ryerson, MarkMark B. Ryerson is a partner in the Financial Institutions Group of Howard & Howard. He is located in the firm’s Chicago office and focuses his practice on business and corporate law with an emphasis on financial institutions mergers and acquisitions and securities. Ryerson represents buy and sell-side financial institutions in advanced stock purchases, asset acquisitions, mergers and consolidations. He has also prepared and completed numerous equity, debt, and convertible debt securities offerings on behalf of financial institutions. Prior to joining the firm, Mr. Ryerson was a corporate associate with a boutique law firm focusing predominately on private equity and venture capital. While in law school, he was a law clerk for a commercial litigation firm and an in-house counsel intern for a subsidiary of the Fortune 100 company SuperValu, Inc., where he worked on sales, marketing, distribution, advertising, transportation, supply and real estate transactions.
Schroeder, JohnJohn J. Schroeder is regional director of the Bureau of Consumer Financial Protection’s Midwest Region where he directs the examination, supervision, administrative and support functions. He joined the Bureau in 2013 and has served as the assistant regional director and as a field manager in the Midwest Region. Schroeder previously served at the Indiana Department of Financial Institutions for 23 years, most recently as general counsel and deputy director of consumer credit, along with a number of other roles. He also worked in retail management with the former Bank One and in corporate finance with Raffensperger Hughes and Company, a regional investment bank in Indianapolis. Schroeder earned a bachelor’s degree in finance with a minor in economics from the Indiana University Kelley School of Business and received his Juris Doctor magna cum laude from the Indiana University McKinney School of Law.
Sullivan, JudeJude M. Sullivan is a partner in the Financial Institutions Group of Howard & Howard. He is located in the firm’s Chicago office and specializes in mergers and acquisitions, with a focus on financial institutions, general corporate and business counseling and public and private securities matters. Sullivan assists financial institutions in connection with various issues, including capital raises, securities compliance matters, public and private capital market transactions and general corporate counseling. He has served as: general counsel of a Chicago-based publicly traded software and service company; director of business development for a publicly traded technology holding company; buyer's transaction team leader in connection with the $2.1 billion hostile acquisition of a publicly traded waste containment company; and seller's transaction team leader in connection with a $3.6 billion sale of a publicly traded software company.
Weissman, KipKip A. Weissman is a partner in the Washington, DC law firm of Luse Gorman and has more than 30 years of experience working exclusively with financial institutions on regulatory, securities and benefits matters. He has acted as counsel on more than 100 capital raising transactions and roughly equal number of mergers and acquisitions involving community banks. Weissman devotes a significant portion of his practice to counseling financial institutions and their boards of directors. In this capacity, he works with banks and thrifts on strategic planning, governance, regulatory compliance, employee and director benefits, SEC reporting, anti-takeover planning and enforcement matters. He has acted as counsel on virtually every type of corporate transaction engaged in by financial institutions including mergers and acquisitions, capital raising transactions, holding company formations, mutual to stock conversions, mutual holding company formations, going private transactions, proxy contests and Subchapter S reorganizations.
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