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Trump National Doral

Small Business Banking Updates

CONFERENCE CHAIR

Nick Miller Nick Miller
President
Clarity Advantage

KEYNOTE SPEAKERS

Rohit Arora Rohit Arora
CEO & Co-Founder
Biz2Credit
James Hobson James Hobson
Chief Operating Officer
OnDeck
Dennis S. Hudson Dennis S. Hudson
President and CEO
Seacoast National Bank
Laura Miller Laura Miller
President, Small Business Card
Chase
Chris Skinner Chris Skinner
Chairman
Financial Services Club
David Solis David Solis
National Sales Executive, Small Business Specialized Sales
Bank of America

FEATURED SPEAKERS

Carter Aldinger Carter Aldinger
Vice President, C2U2 Servicing, Loss Mitigation, & Quality Control Manager
First Tennessee Bank
Frank Aloi Frank Aloi
President and CEO
ath Power Consulting
Larry Baily Larry Baily
Principal
Greenwich Associates
Alan Balko Alan Balko
Senior Channel Director, Global Product Organization
Dun & Bradstreet
John Barlow John Barlow
President
Barlow Research Associates
Christine Barry Christine Barry
Research Director, Wholesale Banking
Aite Group
Mike Baxter Mike Baxter
Partner and Head of Financial Services for the Americas
Bain & Company
Matt Bierman Matt Bierman
Senior Vice President and National Small Business Banking Manager
Bank of the West
Mary C. Bintz Mary C. Bintz
Commercial Banking Business Services Manager
NBT Bank
George Buchanan George Buchanan
Executive Vice President, Risk Management Group
Regions Financial Corporation
Holly Buchanan Holly Buchanan
Author
Selling Financial Services to Women - What Men Need to Know and Even Women Will Be Surprised to Learn
Jolene Cameron Jolene Cameron
Director, Client Support & Professional Services
Fiserv
Chantel S. Chase Chantel S. Chase
Vice President
Zions Bank’s Women’s Financial Group
Aaron Chestnut Aaron Chestnut
CMO
First Tennessee Bank
Pankaj Chowdhry Pankaj Chowdhry
Vice President, Service Line Leader for Business Banking
Genpact
Scott Coble Scott Coble
Region President for Florida
Wells Fargo
John Colbourne John Colbourne
Home Equity and Unsecured Lending Executive
Union Bank
Janet Dedrick Janet Dedrick
Strategic Consultant
Equifax
Heidi Deringer Heidi Deringer
Partner
Bain & Company
Les Dinkin Les Dinkin
Managing Director
Novantas
Mark Doman Mark Doman
Executive Vice President, Business Development
eBureau
Mark Ellwood Mark Ellwood
President
Pace Productivity
Steve Fiata Steve Fiata
National Business Banking Sales Manager - CA Retail Banking Manager
First Bank
Kristine Goddard Kristine Goddard
SVP – Director of Business Banking and Director of Regional Credit – Women’s Financial Group
Zions First National Bank
Linda Lane Gonzalez Linda Lane Gonzalez
President & CEO
ViVA Partnership
Sam Graziano Sam Graziano
CEO and Co-Founder
Fundation
Steve Gregg Steve Gregg
VP, Analytic Solutions
Dun & Bradstreet
Julie Hamrick Julie Hamrick
Founder and Chief Analyst
Ignite Sales Inc.,
Lonnie Hayes Lonnie Hayes
Executive Director, Small Business Segment
BBVA Compass
Jared Hecht Jared Hecht
Co-Founder and CEO
Fundera
Andre Hill Andre Hill
SVP and Chief Marketing Officer
First Niagara Bank, N.A.
Marc Hochstein Marc Hochstein
Editor in Chief
American Banker
Sid Jajodia Sid Jajodia
Vice President – Small Business
Lending Club
Dave Kerstein Dave Kerstein
Founder and President
Peak Performance Consulting Group
Pete Kight Pete Kight
Founder, Chairman, and CEO of CheckFree until selling to Fiserv in December 2007
Robert Kleiber Robert Kleiber
National Director, Small Business Banking
Citibank North America
Sanjeev Kriplani Sanjeev Kriplani
SVP, Marketing and Growth
Bill.com
René Lacerte René Lacerte
CEO & Co-Founder
Bill.com
William G. Loftus William G. Loftus
Director of Credit Risk
Risk Management Association
Jennifer L. Luciano Jennifer L. Luciano
Vice President, CRM Implementation Manager
Wintrust Financial Corporation
Kevin Mackiewicz Kevin Mackiewicz
Vice President, Senior Marketing Manager
Fifth Third Bank
Donald Maloney Donald Maloney
Senior Vice President, Northeast Region Executive, Business Banking
Chase
Peter Manbeck Peter Manbeck
Partner
Chapman and Cutler LLP
Beth Marcello Beth Marcello
Director, Women’s Business Development
PNC Bank
James Mendelsohn James Mendelsohn
CMO
CAN Capital
Julie Menendez Julie Menendez
SVP, Head of Business Products
Citizens Financial Group
Jim Miller Jim Miller
Senior Director of Banking Services, Financial Services
J.D. Power and Associates
Mitchell Orlowsky Mitchell Orlowsky
CEO and President
Ignite Sales Inc.
Connie Payne, AAP, CTP Connie Payne, AAP, CTP
Senior Vice President, Treasury Management Online Products
Regions Bank
José Peña José Peña
Senior Vice President, Retail Executive
Fifth Third Bank
William H. Phelan William H. Phelan
President & Co-Founder
PayNet, Inc.
Mathew Rathbun Mathew Rathbun
Vice President, U.S. Small Business Strategy
BMO Harris Bank
Steve Rice Steve Rice
EVP & Oregon Region Manager
Umpqua Bank
Stu Richards Stu Richards
CEO
Bredin
John Roberts John Roberts
Vice President, Small Business
Scotiabank
Tony Ross, CRC Tony Ross, CRC
EVP/Senior Credit Officer
Iberiabank
Jonathan Rowe Jonathan Rowe

Live Oak Bank
Christopher Sanz, CMPE Christopher Sanz, CMPE
SVP, Head of Preferred Practice
Ocean Bank
Scott M. Shean Scott M. Shean
National Bank Examiner
Office of the Comptroller of the Currency (OCC)
Greg Shewmaker Greg Shewmaker
Senior Vice-President, Private Banking Manager
Central Bank & Trust Company
Deborah Stein Deborah Stein
EVP, Business Banking Director
Huntington National Bank
Sarah Todd Sarah Todd
Deputy Editor, BankThink
American Banker
Virginia Varela Virginia Varela
CEO
Golden Pacific Bank and Bancorp
Julia C. Wellborn Julia C. Wellborn
Executive Vice President, Executive Director for Wealth & Institutional Management (WIM)
Comerica Bank
Charles Wendel Charles Wendel
President
FIC Advisors, Inc. (FIC)
John Yarley John Yarley
Senior Director
Visa, Inc.