Education Summit

Shawn Rhodes leveraged his former life as a war correspondent to become an international expert in how to pivot when change enters our plans. He’s a Tampa-based TEDx speaker and his work studying teams in more than two dozen countries – some the most dangerous places on the planet – has been published in news outlets including TIME, CNN, NBC, Forbes, the Wall Street Journal and INC. His clients have included Deloitte, ConAgra, Coca-Cola and dozens of similar businesses. Shawn is also a nationally-syndicated columnist with the Business Journals and author of the books Pivot Point: Turn On A Dime Without Sacrificing Results, Universal Export: A Guide For Overachievers in Working Less And Enjoying More, and forthcoming book, Bulletproof Selling: Surviving And Thriving On The Battlefield Of Sales.

As RSM’s deputy chief economist and industry eminence program leader, Kevin provides RSM’s clients with macroeconomic and industry perspectives and insights they need to successfully manage their middle market businesses. He helps produce two unique reports—The Real Economy and the RSM US Middle Market Business Index—which offer insights into the trends and attitudes relevant to the middle market.

As President and Chief Operating Officer of Shield Compliance, Tony leads day-to-day operations and is the company’s principal product architect. Having served as a senior executive at a Washington State-based community bank for over 20 years, Tony has in-depth knowledge of the banking industry and the regulatory and compliance requirements for high-risk industries. Today he brings that knowledge to financial institutions serving and considering serving the legal cannabis industry.

Scott Hildenbrand is a managing director and the head of the financial strategies group at Piper Sandler.

Previously, he was a principal and chief balance sheet strategist of Sandler O’Neill + Partners, L.P. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing.

Nick has been with CliftonLarsonAllen since September 2014. Over the past four years, he has served financial institution clients in all audit areas, prepared financial statements, tested internal controls and also performed internal audit procedures. He also has experience performing audits, and other procedures on trust companies. Nick has passed the CPA exams and had his certification for over three years.

Judi Giem, currently serves as the Chief Human Resources Officer at Tri Counties Bank headquartered in Chico. Prior to her role at Tri Counties Judi served as the Director of Talent Management at Banner Bank based out of Spokane, Washington. From 2006 to 2014 she was the Director of Human Resources Systems and Payroll for Sterling Savings Bank (acquired by Umpqua Bank). Judi has over 23 years of human resources experience holding roles within the financial services and banking industries as well as global technology.

Scott Fieber is the Chief Strategy Officer at Cook Solutions Group in Portland Oregon and has worked with Financial Institutions for over 10 years assisting them with Branch Transformation needs. Prior to getting into the Financial Industry, Scott worked as the Systems Administrator for a criminal defense agency in Utah. His experience in technology and banking leads to a unique skill set which is needed when working with ever change financial technology and consumers.

Craig has been providing audit and IT security services since 1999. He works with clients in the financial services industry to implement core business systems, Internet banking and cash management platforms, business continuity and disaster recovery planning and programs, GLBA compliance, and telecommunications and security systems.

With over 38 years experience in the financial institution industry, Ken is currently responsible for the overall budgeting and planning strategy for Empyrean Solutions.

Prior to joining Empyrean, Ken worked at Syntellis (formerly Kaufman Hall/Axiom Software) and led the overall product and business strategy for the Banking solutions that reside on Syntellis’ Axiom Software platform.

Bill Budde is the Vice President of Product Marketing for Hyosung. In this role, he helps banks and credit unions make decisions about branch transformation technology and unlock the value of those investments. Prior to joining Hyosung, Bill worked at JPMorgan Chase in both the Retail Banking and Merchant Processing business units. While at Chase, Bill led their conversion to image enabled ATMs, and used that technology as a jumping-off point to create and implement their branch transformation strategies.

A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group and engages in consulting, speaking and training on a wide range of risk, credit, and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing, and administering credit policies for SunTrust’s wholesale lines of business–commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management.

Mr. Tuck is a member of the Board of Directors of both the Memphis based law firm of Gerrish Smith Tuck, PC, Attorneys and Gerrish Smith Tuck, Consultants, LLC. These two firms have assisted numerous community banks in virtually every state across the nation. Mr. Tuck’s legal and consulting practice places special emphasis on community bank holding company formation and use, community bank mergers and acquisitions, regulatory matters, corporate reorganizations, corporate taxation, general corporate law and community bank strategic planning.

Jontae James, Chief Executive Officer (CEO) at NatureTrak. Jontae is the founder of NatureTrak an enterprise risk management platform for financial institutions that bank the cannabis industry. He has consulted with government agencies to build track and trace solutions creating proprietary algorithms to uncover unusual or suspicious activity in supply chain. Jontae has over 15 years in government & enterprise SaaS supply chain management.

Ryan is a Principal in Wolf’s Advisory Group and the Director of the Firm’s Information Technology (IT) Audit Team. He provides guidance on IT controls, information security and privacy, cybersecurity, and the implementation of effective risk management programs. He also ensures the quality delivery of innovative IT audit and consulting services.

We will be utilizing the new WBA app at our 2021 Education Summit. Download the new app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the conference, and much more. Simply search “WBA” in either the Apple App Store or the Google Play Store to download today. Once you are registered for the conference you will receive log-in instructions with the access code at a later date.