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Featured Speakers

Conference Chairman

Nick Miller
President
Clarity Advantage Corporation

KEYNOTE SPEAKERS

Dennis Devine Dennis Devine
Executive Vice President, Consumer & Small Business Segment
KeyBank
William C. Dunkelberg William C. Dunkelberg
Chief Economist
National Federation of Independent Business
Alice Rodriguez Alice Rodriguez
Executive Vice President, Business Banking Executive, California Region
JPMorgan Chase
Frank Sorrentino, III Frank Sorrentino, III
Chairman/CEO
ConnectOne Bank

FEATURED SPEAKERS

Pete Appello Pete Appello
EVP, National Specialty Sales Executive
Capital One Bank
Rohit Arora Rohit Arora
CEO & Co-Founder
Biz2Credit
Larry Baily Larry Baily
Principal
Greenwich Associates
John Barlow John Barlow
President
Barlow Research Associates
Oleg Blokhin Oleg Blokhin
Consultant
Crowe Horwath, LLC
Brian Boardman Brian Boardman
Consulting Director, Revenue Enhancement Solutions
Fiserv
Harry Brandicourt Harry Brandicourt
SVP, Managing Director, Strategic Planning Group, Director of Innovation
Fifth Third Bancorp
Astrud Burgess Astrud Burgess
Head of Business Banking Marketing and Marketing Planning
ANZ
Michael M. Carter Michael M. Carter
CEO
BizEquity
Dennis Chrisbaum Dennis Chrisbaum
Director, International Trade Finance, Office of International Trade
U.S. Small Business Administration
Andy Ciordia Andy Ciordia
President
The Secret Chocolatier
Adam Cohen Adam Cohen
Chairman and CEO
QuarterSpot
Leo D'Acierno Leo D'Acierno
Former Partner
Bain & Company
Daniel DeMeo Daniel DeMeo
CEO
Capital Access Network
Mark Denney Mark Denney
Vice President of Product Development
The UPS Store
Lori Dizes Lori Dizes
Senior Vice President, North Region In-Stores
US Bank
Cheryl Foilb Cheryl Foilb
SVP, Sales and Service, Business and COFA Sales Strategy Executive
Capital One Bank
Jay Freeman Jay Freeman
Senior Advisor
Gallup
Keri Gohman Keri Gohman
Senior Vice President, Small Business Bank
Capital One
Toffer Grant Toffer Grant
CEO / Founder
PEX Card
<strong>Panel Moderator:</strong> Brian Hamilton Panel Moderator: Brian Hamilton
SVP, National Digital Platforms, Small Business Banking
Capital One Bank
Todd Hollander Todd Hollander
Executive Vice President, Business Banking Group
Union Bank, N.A.
Andrew Hovet Andrew Hovet
SVP Director of Delivery Channels
Iberiabank
Michael Howard Michael Howard
Midwest Regional Director
The Export Import Bank of the United States
Mark Johnson Mark Johnson
Founder
Checkfree
Carl Jordan Carl Jordan
Senior Vice President, Southern California In-Stores
US Bank
<strong>Host:</strong> René Lacerte Host: René Lacerte
Founder and CEO
Bill.com
Stasia Lake Stasia Lake
SVP + Sales Team Leader, Global Treasury Management
Square 1 Bank
Mark Lindsay Mark Lindsay
President
Lindsay Leasing
Mike Marshall Mike Marshall
Senior Director, Small Business Banking
CIBC
Dave Martin Dave Martin
EVP, Chief Development Officer
Financial Supermarkets, Inc.
Brian Mauntel Brian Mauntel
SVP, Business Banking Executive
Fifth Third Bank, Central Ohio Affiliate
Charles McCombs Charles McCombs
Executive Vice President. Emerging Companies Champion
BBVA Compass Bank
Michael McEvoy Michael McEvoy
Managing Director
ath Power Consulting
Jim Miller Jim Miller
Senior Director
J.D. Power and Associates
James M. Nelson, CRC James M. Nelson, CRC
Director, Credit Risk
The Risk Management Association
Joanna Nifong Joanna Nifong
EVP, Sr. Small Commercial Loan Administration Manager
BB&T
John O'Connor John O'Connor
Partner
Praxis Advisors
Sharon O'Connor-Clarke Sharon O'Connor-Clarke
Principal Consultant
FICO
William H. Phelan William H. Phelan
President & Co-Founder
PayNet, Inc.
Eileen McDonell Poss Eileen McDonell Poss
Managing Director/ North America Product Sales and Solutions Specialists
Bank of America, Merrill Lynch
Luke Pritchett Luke Pritchett
Corporate Prepaid Group
Visa
Paul Quintero Paul Quintero
CEO
Accion East & Online
Tim Reimink Tim Reimink
Consultant
Crowe Horwath LLC
Stephen E. Reiter Stephen E. Reiter
Managing Director
SCA
Betty Rengifo Uribe Betty Rengifo Uribe
Executive Vice President, Head of Business & Personal Banking Division
California Bank & Trust
Stu Richards Stu Richards
CEO
Bredin
Robin Roberts Robin Roberts
Senior Vice President & Director of Marketing
MidCountry Bank
Martin Roussel, MBA, CFA Martin Roussel, MBA, CFA
Executive Director, Small Business Banking
Raiffeisen Bank International
John F. Rubinetti John F. Rubinetti
SVP - Regional Head of Sales, Treasury Solutions
RBS Citizens
Kirk Saari Kirk Saari
Partner
Oliver Wyman
William Samuelson William Samuelson
Senior Vice President
Peoples
Matt Scarborough Matt Scarborough
CEO
Bridgeforce
Glen Senior Glen Senior
Global CEO
The Small Business Company
Jay Singer Jay Singer
Group Head, US Commercial Products
MasterCard Worldwide
David K. Smith David K. Smith
Originations Lead Consultant
FICO
Tom Snyder Tom Snyder
President
RapidTransmit Broadcasting
Michael Stefanick Michael Stefanick
Senior Vice President – Commercial Analytical Solutions
Equifax North American Commercial Solutions
Kevin Travis Kevin Travis
Managing Director
Novantas, Inc.
Ted Triplett Ted Triplett
President & CEO
Ted Triplett Consulting
Mark Vitner Mark Vitner
Managing Director, Senior Economist
Wells Fargo Securities, LLC
Charles Wendel Charles Wendel
CEO
FIC, Inc.