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Peer Exchanges | Conference for Community Bankers

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2024 Peer Exchanges

Monday, February 12

Board Member Exchange

The best boards strike a balance between aligning with management on common goals and communicating difficult issues. Regulators expect boards to go beyond their traditional bounds of oversight—are you prepared? During this session, directors and trustees will speak with peers from banks from a range of asset sizes about the issues that matter most.

  • Jeff Marsico, President, The Kafafian Group

CEO Exchange

Discuss industry issues, solutions and strategies with your colleagues during these facilitated sessions. Share what has and has not worked for your bank, and hear the same from your peers. Exchanges will be grouped by bank asset size. Sponsored by Forvis and BCC. 

  • Up to $500 Million Facilitator: Steve Kinner, Managing Director, Intrafi
  • $500 Million - $999 Million in Assets Facilitator: Kelly Earls, Principal, BCC
  • $1Billion and More in Assets: Shaun Harms, CRCM, Principal, FORVIS 

CFO Exchange

Join your fellow CFOs and senior finance leaders to discuss challenges regarding balance sheets, human capital and risk management, while sharing strategic solutions on what has worked successfully at your bank.

  • Laura Beth Butler, Executive Vice President, Chief Financial Officer & Secretary, First Citizens National Bank 
  • Michele King, Executive Vice President, CFO/COO, Ozarks Federal Savings & Loan Association  

CRE Lending

  • Sharon Whitaker, Vice President, CRE & Mortgage Finance, American Bankers Association

Emerging Leaders Exchange

Connect with fellow emerging bank leaders to discuss and share the latest challenges, issues, solutions and strategies within the banking industry. Learn from like-minded rising leaders, and expand your network of peers from across the country.

  • Shanna Fuller Cahalane, Vice President and Director of Marketing, Reading Cooperative Bank 
  • Nicole Almeida, Vice President and Chief Of Staff, Massachusetts Bankers Association 
  • Ryan Coaxum, Senior Vice President, Community Development, Guaranty Bank & Trust  

Mutual Savings Banks Exchange 

Maintaining a commitment to mutual banking in a changing economic and social environment offers both challenges and opportunities. This interactive session will begin with a mutual banking industry year in review to shape conversation.  The discussion will share insights regarding balance sheet optimization strategies, examine practical ideas to improve performance, explore capital and opportunities to collaborate.

  • Tom Long, Founder and Principal, The Long Group