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Keynote Speakers | Washington Summit

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2022 Speakers

Nicole Almeida, CFMP, Senior Vice President and Chief Diversity Officer, BayCoast Bank

Almeida shapes BayCoast Bank’s internal diversity, equity, and inclusion strategy, after previously serving as SVP and Chief Marketing Officer. She is a member of the ABA CFMP Advisory Board, the ABA Emerging Leaders Council, the MA Bankers DEI Steering Committee, and Women in Banking Advisory Boards. A strong community advocate, Almeida has also served on many boards and ad-hoc committees for local nonprofit organizations over the past 20 years.

 

Former Sen. Kelly Ayotte (R-NH)

Ayotte is a senior adviser to Citizens for Responsible Energy Solutions and a member of the board for companies including News Corp. and Caterpillar. She was a U.S. senator from New Hampshire from 2011-2017 and served as a member of the Small Business and Entrepreneurship Committee in the 114th Congress. Ayotte previously served as New Hampshire’s first female attorney general (2004 to 2009), deputy attorney general, and legal counsel to Gov. Craig Benson.

 

Don Boyd, J.D., VP, State Government Relations and General Counsel, Ohio Bankers League

Before joining the nonprofit OBL in 2018, Boyd was Director of Labor and Legal Affairs at the Ohio Chamber of Commerce, lobbying on behalf of Ohio’s business community on employment law, labor relations, insurance, tort reform, and other human resource issues. A licensed lawyer in Ohio, he was also staff legal counsel at the Ohio Automobile Dealers Association. Boyd is currently a member of the Ohio Lobbying Association Board of Trustees.  

 

Kristin Sundin Brandt, CFMP, Sundin Marketing

At bank marketing and advertising agency Sundin, Brandt manages client accounts and leads digital, online, content marketing, and social media strategies. She’s a graduate of the American Bankers Association’s School of Bank Marketing and Management and holds the Certified Financial Marketing Professional (CFMP) designation from the Institute of Certified Bankers. Brandt also teaches at the New England School for Financial Studies.  

 

Rep. Lou Correa (D-CA)

A tireless advocate of working families in Orange County, Correa currently represents California’s 34th District, which covers the city of Anaheim where he grew up. He is a member of the House Judiciary, Agriculture, and Homeland Security committees. Correa has championed the importance of public service and leadership, instituting the Young Congressional Leaders Program that teaches high schoolers about the federal government and leadership. Prior to his tenure in Congress, Correa served on the California State Assembly, the Orange County Board of Supervisors, and California State Senate. 

 

Richard DeKaser, Executive Vice President, Chief Corporate Economist, Wells Fargo

DeKaser prepares Wells Fargo’s economic forecasts and oversees a team of economists who design and produce economic scenarios for financial planning and risk management activities. Prior to joining Wells Fargo in 2012, he served as Senior Vice President and Chief Economist for National City Corporation (now PNC Financial) and Senior Financial Economist for Bank of Boston (now Bank of America). Beyond DeKaser’s 25 years of experience as a banking professional, he also worked in economic research and consulting. 

 

Dr. Melissa Furman, MS, DBA, Professor, James M. Hull College of Business, Augusta University; Founder, Career Potential

Not your typical “academic,” Furman’s passion for career, leadership and organization development inspired her to launch consulting firm Career Potential. As the firm’s owner, she delivers training and consulting focused on generational diversity, unconscious bias, professional development and emotional intelligence. She brings her background in higher education—particularly business, counseling and psychology—to the conversation to help individuals and organizations achieve success.  

 

Andy Guggenheim, Vice President and Senior Counsel, American Bankers Association

Andy Guggenheim currently serves as Vice President and Senior Counsel for the American Bankers Association (ABA) in the Office of Strategic Engagement, focusing on state legislation. In this role, Andy is responsible for tracking and reporting on legislation impacting the banking industry across all 50 states and representing the banking industry at national state policy organizations (NCSL, CSG, ALEC, Uniform Law Commission and the State Government Affairs Council). Guggenheim joined ABA in June 2015 after working for the U.S. House of Representatives Committee on Small Business where he handled small business finance issues and oversight of the U.S. Small Business Administration (SBA). Guggenheim has also held positions in the General Counsel’s Office at the U.S. Election Assistance Commission (EAC). 

 

Isabella Guzman, Administrator, Small Business Administration

Guzman, a lifelong proponent of small businesses and the daughter of a small business owner, has led the SBA since March 2021. She previously served as Director of the California Office of the Small Business Advocate and was the SBA’s Deputy Chief of Staff and Senior Advisor during the Obama administration. Guzman earned a Bachelor of Science from the University of Pennsylvania Wharton School of Business.

 

George W. Hermann, President and CEO, Windsor Federal Savings

George Hermann is President and CEO of Windsor Federal Savings, a $500 million mutual thrift institution headquartered in Windsor, CT. George has more than thirty-five years of experience in the financial services industry. He has been actively involved in the HOLA Flexibility process, participating in initial discussions with the OCC, helping to line up co-sponsors for the “stand alone” bill, and providing input into the drafting of the ABA Comment Letter. Hermann is the vice chair of the ABA Mutual Institutions Council. He has also held positions as treasurer and board member of the ABA, and is immediate past president of the Connecticut Community Bankers Association.

 

Michael J. Hsu, Acting Comptroller of the Currency, Office of the Comptroller of the Currency

As Acting Comptroller, Hsu also serves as a Director of the FDIC and a member of the Financial Stability Oversight Council and Federal Financial Institutions Examination Council. Prior to joining the OCC, he served in the Division of Supervision and Regulation at the Federal Reserve Board of Governors and co-chaired the Fed’s Systemic Risk Integration Forum. Hsu has held roles at the International Monetary Fund and SEC, and he helped establish the Troubled Assets Relief Program while at Treasury.

 

Josh Huseman, Senior Director, Business Owner Advisory Service, First National Bank of Omaha

Huseman’s role at FNBO marks a long career working for and with family businesses to help them through complex and collaborative decision-making. His expertise in financial planning and relationship management draws from first-hand experience on job sites alongside three generations of his own family. Huseman is an Accredited Wealth Management Advisor and Certified Exit Planner—two credentials that are aimed at helping business clients prepare for transitions and succession, and prosper in their relationships. 

 

Dave Kwasnick, Partner and Creative Director, Calaveras

Kwasnick is a creative who employs a disciplined, strategic approach to create his work. Calaveras is his second experience starting an agency, after selling his first in 2016. Prior to this, Kwasnick was a key part of agencies including Energy BBDO, FCB, Campbell-Mithun, and Brunner. He has worked on campaigns for a range of clients, including Dollar Bank, S&T Bank, PNC Bank, Molson-Coors Brewing, Mars Wrigley, and the Pittsburgh Penguins.

 

Shelly Loftin, CFMP, SVP, Retail Banking, Lending & Payments, American Bankers Association

As SVP within ABA’s Office of Member Engagement, Loftin manages the strategic direction of ABA training products, events, and delivery channels in the retail, marketing, payments, and lending space. A banker-turned-ABA team member, Loftin is passionate about improving the customer experience in banking. Her banking career spans multiple roles in retail and marketing, and service as Chief Administrative Officer at Bear State Bank.  

 

Former Sen. Claire McCaskill (D-MO)

McCaskill is a political analyst for MSNBC and NBC. Devoted to public service, she served two terms as senator from Missouri (2007-2019) and was a member of the Senate Finance Committee during the 115th Congress. Prior to this, McCaskill was State Auditor of Missouri, prosecutor for Jackson County, and a member of the Missouri House of Representatives.

 

Rep. Patrick McHenry (R-NC)

McHenry, currently serving his 8th term in Congress, represents North Carolina’s 10th district. As ranking republican of the House Financial Services Committee, he advocates for innovative solutions that increase access to banking services and credit for American families and small businesses. McHenry’s tenure on the committee includes time on the oversight and investigations subcommittee, where he managed activities of the Federal Reserve, U.S. Treasury, Securities and Exchange Commission and other federal financial regulators. He also focuses on capital formation, startup investing and other legislation pertaining to entrepreneurs. 

 

Sen. Jerry Moran (R-KS)

An advocate for issues related to entrepreneurship, job creation, and innovation, Moran was first elected to the Senate in 2010. He serves as a member of the Senate Appropriations, Commerce, HELP, and Indian Affairs committees, and he is the ranking member of the Senate Veterans’ Affairs Committee. Moran previously served in the U.S. House of Representatives, representing Kansas’ 1st District for seven terms. Prior to that, he spent eight years in the Kansas State Senate, serving as Majority Leader in the last two years.  

 

U.S. Rep. Ed Perlmutter (D-CO)

Perlmutter has represented Colorado’s 7th District, which covers Jefferson County where he grew up, since he was elected in 2006. He serves as a member of the House Finance Committee, and Chair of its Consumer Protection and Financial Institutions Subcommittee. Prior to his tenure in Congress, he was a member of the Colorado State Senate for two terms.

 

Richard Schaberg, Partner, Hogan Lovells

Schaberg is the head of the U.S. Financial Institutions and co-head of the FinTech groups for Hogan Lovells. He has more than 30 years of experience in debt and equity offerings, M&A, corporate governance matters, proxy contests, securities law compliance, and exchange listing standards. Schaberg also possesses deep knowledge of bank regulatory issues, having practiced before the SEC; federal banking agencies including the OCC, Federal Reserve, FDIC, and NCUA; and state banking agencies.

 

Allison Shapira, Founder and CEO, Global Public Speaking

Opera-singer-turned-entrepreneur Shapira runs communication training firm Global Public Speaking, where she works with emerging and established leaders to help them communicate clearly, concisely and confidently. A Harvard Kennedy School teacher of public speaking and best-selling author of “Speak with Impact: How to Command the Room and Influence Others,” Shapira was also a finalist for the National Association of Women Business Owners’ highest annual honors, Woman Business Owner of the Year. 

 

Larry Spaccasi, Esq., Partner, Luse Gorman

Spaccasi has more than 30 years of experience with community financial institutions, including mutually organized banks. As partner at Luse Gorman, he represents financial institutions, their holding companies, and affiliated entities. Aside from managing mutual and stock banks’ reorganizations and financial institutions’ mergers and acquisitions, Spaccasi also advises boards of directors on relationships with stockholders. He previously held roles with the SEC’s Fraud Task Force and Division of Corporate Finance. 

 

Johnny C. Taylor Jr., SHRM-SCP, President and CEO, Society for Human Resource Management

Taylor is a leader on the future of employment, culture, and leadership whose expertise is often called upon by Congress. He authors a weekly USA Today column, "Ask HR," and is the bestselling author of “RESET: A Leader’s Guide to Work in an Age of Upheaval.” A licensed lawyer in Florida, Illinois, and Washington, D.C., Taylor is also a fellow of the National Academy of Human Resources. 

 

Sen. Jon Tester (D-MT)

A third-generation Montana farmer and former schoolteacher, Tester was elected Senator in 1998. In his seat on the U.S. Senate, he is an outspoken voice for rural America, advocating for small businesses and championing responsible energy development among other key issues for both Montanans and Americans at large. As chairman of the Senate Veterans’ Affairs Committee and member of several Senate committees, including banking and commerce, Tester brings his firsthand experience with family agriculture, public education and other cornerstones of community to the national policy conversation. 

 

Paul M. Thompson, President and CEO, First Federal Savings

Thompson first joined First Federal in 1999 and now leads management and strategy. Prior to this, he was Vice President for State Savings Bank in Columbus, Ohio. With his 38 years of banking experience, Thompson was a member of the Office of the Comptroller of the Currency’s Mutual Savings Association Advisory Committee. He has also served as Board Chair of the Ohio Bankers League, where he’s currently on the Government Relations Leadership Council.  

 

Julieann M. Thurlow, President and CEO, Reading Cooperative Bank

Aside from leading strategic direction and management for Reading Cooperative, Thurlow serves as president of the RCB Charitable Foundation. Frequently one of American Banker Magazine’s Top 25 Women to Watch in Banking, she’s a founding of member of Alloy Labs, a consortium of innovate national banks, and is on the board of directors for Atlantic Community Bankers Bank (ACBB). Thurlow was previously a member of the Boston Federal Reserve’s Community Depository Institutions Advisory Council.  

 

U.S. Rep. Maxine Waters (D-CA)

An advocate for women, children, people of color, and the poor, Waters has represented California’s 43rd District for 15 terms. She is the chairwoman of the House Finance Committee, making history as the first woman and first African American to lead the panel. Waters has spent more than 40 years in public service; prior to her election to the House in 1990, she served on the California State Assembly for 14 years.

 

Jenny Wofford, SVP, Director of Retail Banking, Pinnacle Bank

Wofford brings a passion for helping customers and mentoring team members to her role at Pinnacle Bank overseeing the Sales and Service Delivery of 24 branches, Customer Call Center, and Pinny (Interactive Teller Machine). She has served on the Georgia Bankers Association’s Board of Directors since 2015 and is currently its Chair. Wofford is also Chair of the Emerging Leaders Committee with the American Bankers Association. 

 

Juan Zarate, Global Co-managing Partner, Chief Strategy Officer, K2 Integrity

Zarate is the co-founder of fintech Consilient and the Center on Economic and Financial Power. He has served as an independent adviser to Coinbase since 2014. Zarate was previously deputy national security advisor for combating terrorism during the George W. Bush administration. He was the first Assistant Secretary of the Treasury for Terrorist Financing and Financial Crimes, where he led the post-9/11 anti-money laundering and sanctions regime expansion in the U.S.; helped develop the international standards for AML/CFT and proliferation finance; and drove the establishment of the Office of Terrorism and Financial Intelligence.  

 

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