Illinois Bankers Association

Event Summary

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The ONE - 2018 Thu, Mar 1, 2018 thru Fri, Mar 2, 2018 The ONE features seven educational tracks, 38 informative sessions, an engaging trade show, and ample networking opportunities. Educational tracks include bank marketing, customer relations, financial management, human resources, leadership development, retail banking and technology and operations. View Program

Full Conference Fee: $325 M | $475 NM

Day Pass: $200 M | $350 NM Enter the code "ONEDAY" at checkout
DO NOT SELECT IF ATTENDING THE FULL CONFERENCE

Registering four or more from the same organization, contact the IBA at 217-789-9340
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Bonus Session with Lunch

03/01/2018 10:30 AM   Thru   03/01/2018 12:00 PM

Bonus Session with Lunch

Day Pass - Thursday, March 1 (DO NOT SELECT IF ATTENDING THE FULL CONFERENCE)

03/01/2018 12:30 PM   Thru   03/01/2018 6:00 PM

Thursday, March 1 Day Pass

The ONE Conference - BANKPAC Brews Fundraiser

03/01/2018 6:30 PM   Thru   03/01/2018 8:30 PM

Day Pass - Friday, March 2 (DO NOT SELECT IF ATTENDING THE FULL CONFERENCE)

03/02/2018 7:30 AM   Thru   03/02/2018 2:00 PM

Friday, March 2 Day Pass

Speakers
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NameBiography
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).
Barlow, MicheleVice President, Wisconsin Automated Clearing House Association (WACHA)
Behringer, JohnCPA, Partner, National Co-Leader, Financial Institution Consulting, RSM US 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.
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.
Caldwell, LanceLance Caldwell is the managing director at Promontory Interfinancial Network where he supervises a team of regional directors in assisting clients with ALM strategies. Prior to joining Promontory, Caldwell was a managing examiner at the Federal Reserve Bank of Kansas City. He has also held positions at the Federal Home Loan Bank of Topeka, Federal Reserve Bank of St. Louis, and the Office of the Comptroller of the Currency. Caldwell holds a BS in accounting from the University of Missouri-Kansas City and is a graduate of the Graduate School of Bank Investments and Financial Management from the University of South Carolina Moore School of Business.
Choate, TerryTerry L Choate Jr is a Co-Founder and CEO of Blue-U Defense. He has amassed extremely prominent levels of training and experience in law enforcement-related areas of expertise over his 15 years as a full-time law enforcement officer and SWAT Team Commander. He also has amassed significant training levels in high-level corporate security.
Drahota, BeckiBecki Drahota is founder and CEO of Mills Marketing, an agency providing market research, product development, promotional planning, creative and digital services, marketing compliance, and strategic marketing consulting to financial clients nationwide. Drahota is a graduate of Drake University and the University of Nebraska-Omaha (UNO) where she earned an Executive MBA. In 2001 she received Drake’s Alumna of the Year Award and received the UNO Alumni Achievement Award in 2005. In 2007, Drahota was named Small Business Person of the Year for Iowa by the Small Business Administration. She and her team are the faculty for the Independent Community Bankers Association’s annual National Marketing Seminar. Drahota is the author of “Taking Your Bank’s PR from Entitlement to Enlightenment.” She is also a trustee of Buena Vista University, serves on the board of directors and chairs the Audit Committee at Bank Midwest.
Flynn, DonnaCEO, SkillsMastery Group, Inc.
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.
Garnett, AmandaAmanda Garnett is a principal in CliftonLarsonAllen LLP’s Peoria, Illinois office. She is currently responsible for the overall coordination and delivery of tax services for financial institutions served out of the firm’s Midwest Region. She also serves as CLA’s national financial institution tax leader.
Gilman, AmandaAmanda Gilman is a director in the Balance Sheet Analysis and Strategy (BSAS) group at Sandler O’Neill + Partners, L.P., where she works with financial institutions in the areas of balance sheet management, asset liability management, and strategic business planning. Gilman previously worked in Sandler O’Neill’s Fixed Income Analytics Group, where she advised on financial institution investment portfolios. Prior to joining Sandler O’Neill in 2010, she started her career as an accounting oversight analyst at Eaton Vance Management.
Giltner, RobertChairman, RCGILTNER Services, Inc
Harper, JeffreyJeffrey Harper brings more than 25 years of industry experience to his position as president of BSG Financial Group, where he heads the company’s sales and marketing divisions. Harper plays a pivotal role in growing the company through innovation, marketing, compliance and customer support. Prior to joining BSG Financial, he was a CPA for Coopers & Lybrand (now PricewaterhouseCoopers) as well as a vice president and commercial loan officer for both Crestar Bank (now SunTrust Bank) and PNC Bank. Harper has also served as executive vice president of business development for Strategic Resource Management, a consulting firm specializing in procurement services and benchmarking of expenses for financial institutions.
Hernandez, JuliaJulia Hernandez is chief operations officer of The CorePoint where she is responsible for the firm’s operations, model development and customer fulfillment. She began her career at First National Bank of Omaha where she led teams in both sales and operations. While there she gained extensive experience in dispute processing, product value analysis, strategy development, consultative customer diagnostics, and market penetration. Hernandez subsequently worked at Northwest Financial Corporation where she was a member of its executive team and developed diagnostics and strategy development tools in the areas of human resources, retail pricing, treasury services, and wealth management. She has served as an instructor at the University of Nebraska-Omaha and has worked with students at numerous universities in the Midwest developing career management and development strategy skills.
Hileman, JoeJoseph Hileman is a retired detective with the Jaffrey (New Hampshire) Police Department where he served for 11 years. He is the assistant team commander of the Monadnock Regional Special Response Team. Prior to his career in law enforcement, Hileman was a security supervisor for a Fortune 500 company’s proprietary security department. He holds degrees in criminal justice - law enforcement and criminal justice - corrections, probation, and parole.
Hoffman, HollyHolly Hoffman was the last remaining member of the Espada Tribe and the last woman standing on Season 21 of CBS’ hit reality show ”Survivor Nicaragua.” Author of Your Winner Within, she asserts we are oftentimes faced with situations that seem insurmountable. But within each of us is an ability to focus our thoughts, emotions and energy to succeed—if only we have the knowledge, tools and discipline to do so. Her methods are intuitive, honest and adaptable to nearly any situation. Hoffman, a member of the National Speakers Association with a degree in broadcast journalism, inspires audiences to take opportunities and focus on attitude, determination, confidence, desire, faith and perseverance.
Hyche, JohnJohn Hyche, senior vice president at Level5, works directly with clients to understand their challenges and goals. He then guides his team in applying various research and analytical tools – including “feet on the street” research – to define the best strategies to support the client’s objectives. These engagements focus on bringing extensive information, analysis and experience to bear on the issues Level5’s clients face. These strategies are then implemented as part of Level5’s integrated services offering – the “build creatively” activities. Hyche has spent his career working with financial institutions in consulting and regulatory capacities. These roles have encompassed strategy development, asset management and de novo bank formation. All of these activities relied on John’s skills in strategic planning, financial analysis and forecasting, and market analysis.
Jackson, BrettCEO, Systemax
Johnson, JuliaJulia Johnson, senior manager at Wipfli LLP, has more than 20 years of diversified human resources and organizational development experience. She works closely with community bank presidents and boards of directors to provide human resource consulting services. While she has a strong focus on and deep expertise in the financial institutions industry. Johnson consults on initiatives including, but not limited to organizational structure, role alignment, compensation and performance management systems, talent assessment, succession planning, organizational culture, executive recruitment and selection, executive coaching, and leadership development. She holds a Master of Arts degree in industrial/organizational psychology, is a certified Executive Coach, Predictive Index® Analyst, and is a member of the Graduate School of Banking faculty.
Kroeger, EricEric Kroeger, president and senior consultant at Virtual Innovations, Inc., has been providing information technology and information security strategy to Illinois banks since 1988. The team at Virtual Innovation provides security, availability and recovery solutions centered around virtual technology, and works with more than 20 Midwestern financial institutions on information technology and security. Kroeger has been a contributor to community banking associations for nearly his whole career, and frequently presents on technical issues such as virtual desktop, strategic planning, virtual ISO and business continuity planning.
LeClaire, BenBen LeClaire, manager at Plante Moran, has more than six years of information systems security and information technology audit experience in financial institutions including banks, credit unions, mortgage companies and insurance companies. His experience includes: cybersecurity framework audits, IT general control audits, GLBA, identity theft/red flag, remote deposit capture, internet & mobile banking, business continuity planning, and FDICIA / Sarbanes-Oxley (SOX404) regulatory compliance audits. Other responsibilities include creating and coordinating social media and business continuity programs for financial institutions and service organizations.
Levin, AdamAdam K. Levin is an expert on security, privacy, identity theft, fraud and personal finance. A former director of the New Jersey Division of Consumer Affairs, he is chairman and founder of CyberScout (formerly IDT911) and co-founder of Credit.com. Levin is the author of Amazon best seller “Swiped: How to Protect Yourself in a World Full of Scammers, Phishers, and Identity Thieves.” His mission is to educate consumers, businesses and lawmakers about identity management, privacy, credit and security issues. He is the security and credit expert for ABCNews.com and writes a weekly column that appears on ABC News, The Huffington Post, Yahoo!, AOL, MSN, and MarketWatch. Levin is a frequent guest expert on broadcast media and radio and has been quoted as an expert in The Associated Press, The New York Times, The Wall Street Journal, The New York Post, USA Today, The Los Angeles Times, and The Chicago Tribune.
Llewellyn, JRJR Llewellyn is a senior vice president at Meyer-Chatfield Compensation Advisors (MCCA) providing strategic direction and tactical planning expertise for all compensation programs designed by the company. Over the past seven years while at MCCA, Llewellyn has provided the guidance and creativity needed to craft customized nonqualified compensation plans, equity allocation plans, annual incentive plans, and comprehensive executive and director compensation reviews that has firmly positioned the company as a leader in the compensation consulting industry. He has been instrumental in the creation and launch of a patent-pending retirement methodology program developed by MCCA called LINQS+ (Lifetime Income Nonqualified Solution). In addition, Llewellyn brings professional experience as a financial advisor from Morgan Stanley. He holds a BBA with a Banking concentration as well as Series 7, 66 and 31 FINRA Securities Licenses and insurance licenses.
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.
Moore, NicholasNicholas Moore is a performance improvement consultant at Crowe Horwath with experience in the banking and financial services industry. He has been involved with a broad range of projects, including bank benchmarking, operational performance improvement assessments, merger integration, and data analytics. Moore has experience operating Crowe’s Branch Performance Benchmarking Study and Crowe’s annual Financial Institutions Compensation Survey.
Oleksak, JosephJoe Oleksak, partner at Plante Moran, has more than 17 years of information systems security and information technology audit experience in financial institutions including banks, credit unions, mortgage companies, and insurance companies. His experience includes: IT strategic planning, IT risk assessments, IT audit, global/local network security projects, web application security, PCI compliance, SSAE16 & SOC reviews, incident response and business continuity and disaster recovery management. Oleksak attends and presents at multiple security and industry conferences annually and is a member of both the Indiana Bankers Association Information Technology Committee and the Illinois Bankers Association Technology and Operations Committee. He is a Certified Information Systems Security Professional (CISSP) and Certified in Risk and Information System Controls (CRISC).
Payant, SeanPh.D., Chief Consulting Officer, Haberfeld
Puente, JorgeJorge Puente is a managing director at Sandler O’Neill, working with financial institutions on balance sheet management through the investment portfolio, wholesale funding, and derivative solutions. He is responsible for working on the marketing, analytics, and modelling capacities of the Balance Sheet Analysis and Strategy Group, as well as managing the Fixed Income Strategy group. Puente has previously been a key member of FDIC advisory teams on fixed income and banking projects, and a speaker at both industry seminars and for the FDIC and OCC. Prior to joining Sandler in 2011, he was an associate portfolio manager at AllianceBernstein where he was part of the team responsible for management of approximately $20 billion of U.S. and Global multi-sector, multi-currency fixed income portfolios.
Ramachandra, GirishGirish Ramachandra is a senior manager and one of the leaders within Wipfli's technology consulting division, focused on helping companies transform their business through technology innovation. Leveraging vast experience with and knowledge of FinTech, he helps financial institutions, FinTech start-ups and/or scale-ups, and investors to collaborate and establish sound business working models.
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