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Due to the ongoing COVID-19 pandemic, we have cancelled the 10th Annual Community Bankers Conference scheduled for May 17-19, 2021 at the Four Seasons Dallas. We are working to develop an industry-leading virtual experience in place of this year's in-person conference. Additional details will be shared on our website once they become available.
We are looking forward to hosting the Community Bankers Conference in-person May 16-18, 2022. Information will be made available later this year.
In panels, networking events, and one-on-one conversations, we will discuss what it takes to lead a high-performing community bank now and into the future. We will ensure that community bank executives walk away with solutions for today and vision for tomorrow. Discuss strategy, optimization, and performance while networking with other community bank executives. Celebrate the Top Community Bank winners and learn from the best. S&P Global Market Intelligence offers unparalleled content from the industry’s leading experts, including an exclusive chance to hear from executives of high-performing community banks.
Check back for updates!
Mr. Christianssen earned his Master of Business Administration degree from California State University at Northridge and a Bachelor of Science degree from the School of Business at the University of Colorado at Boulder. He is a life-time member of the Institute of Business Appraisers (IBA) through which he holds the designation of Certified Business Appraiser (CBA), and is a member of the National Association of Certified Valuation Analysts (NACVA) through which he holds the designation of Accredited Valuation Analyst.
Mr. Christianssen is a member of the Institute of Certified Management Accountants from which he earned the designation of Certified Management Accountant (CMA), and holds General Securities Principal and Representative licenses. Mr. Christianssen has been an instructor for the American Institute of Banking and a participant in the CFO Forum Panelist for the Financial Managers Society’s National Conference. He served on the Strategic Planning Committee for the Financial Managers Society. Minimize
In 2013, Mrs. Crocker was recognized as one of the Top Women in Finance in the Twin Cities by Finance & Commerce. Furthermore, she was honored as one of the Top Women in Business for 2017 by the Minneapolis/St. Paul Business Journal. Mrs. Crocker is a member of the MSPBJ Women’s Leadership Council and currently serves on the board of the Habitat for Humanity of Minnesota and the Bank Holding Company Association. She received her B.C. from McMaster University in Ontario and is an alumna of The Institute of Certified Bankers. Minimize
Ken left Midland in 1985 and moved to Waco where he served for 8 years as Executive Vice President of Texas National Bank of Waco.
In 1993, Ken and his family moved to Abilene where he took the position of President of Security State Bank of Abilene. Upon the sale of the bank in 1998, Ken left to form the First National Bank of Midland now known as FirstCapital Bank of Texas. The Bank presently stands at over $1 Billion in assets.
Ken presently serves as Past Chairman of the American Bankers Association and he previously served as Chairman of the Community Bankers Council and as Chairman of the advisory board of the Corporation for American Banking (an ABA subsidiary). He is also a past Chairman of the Texas Bankers Association. Ken is presently serving as a Board member of the Southwestern Graduate School of Banking at SMU.
He is a past chair of the Midland Chamber of Commerce, the Permian Basin Petroleum Museum, the Texas Banker’s Association Service Company and the RAWLS College of Business Advisory Board at Texas Tech University.
He is a past member of the United Way board of directors and served as the 2001 United Way campaign chair. He is a past Chair of the Midland Economic Development Council and he served as Chair of the Vision 2000 Task Force on Economic Development for the City of Midland. During his time in Waco, Ken served on the Board of Trustees of the Waco Independent School District. Minimize
Chris is the Chief Strategy Officer for CenterState Bank, a $17 billion, publicly traded community bank based in Florida. In addition to strategy, he is responsible for channel transformation and digital banking. He is an active bank investor, small business owner, school instructor, frequent speaker and author on a multitude of banking topics including his new book, “The Successful Lender’s Field Guide.” Chris is the producer and host of the iTunes podcast, Bank to Bank.
Mr. Nichols has held executive and operating positions at several banks, including Bank of America and Bank of Tokyo-Mitsubishi. Chris was a co-founder of FinancialOxygen, a banking technology company; and was a forensic accountant at PriceWaterhouseCoopers. He holds a degree in economics from the University of California, Santa Barbara.
Chris is an active participant in the community as a sworn law enforcement officer, emergency medical technician, flight rescue officer and is certified in search management. Minimize
Nathan Stovall, Principal Analyst, S&P Global Market Intelligence
Moderator: Jason Henrichs, Managing Director, Fintech Forge
Moderator: Jason Henrichs, Managing Director, Fintech Forge
Interested in speaking? Please email spgmievents@spglobal.com.
Brandon holds dual roles as President of the firm and Chair of the Financial Services Practice Group. As President of McDermott + Bull, Brandon leads day-to-day operations for the firm as well as the strategic buildout of the firm’s team of Managing Directors. As chair of the firm’s Financial Services Practice Group, he is a partner to an array of financial services firms including community and regional commercial banks, private banks, investment banks, credit unions, investment managers, and fintech companies. His clients include the likes of Guggenheim Partners, Silicon Valley Bank, First Republic Bank, Houlihan Lokey, Columbia Bank, Moelis & Company, Envestnet and United Capital Financial Advisors.
Brandon is a corporate attorney by trade having practiced with Sheppard, Mullin, Richter & Hampton, and Buchalter Nemer in their corporate finance departments. As corporate counsel, he advised his clients in the areas of mergers and acquisitions, asset-based financing, and real property purchase and sale transactions.
In addition to his work at McDermott + Bull, Brandon is a frequent guest lecturer on the topics of leadership and career development at the University of Michigan Ross School of Business’ Executive MBA program, and the University of California at Irvine Paul Merage School of Business. He is a member of the California Coast Chapter of YPO. And he currently sits on the Mission Hospital Foundation Board of Directors.
Brandon received his Bachelor of Arts from the University of Southern California and his Juris Doctorate from Penn State. Minimize
Previously, he was a principal and co-head of Investment Banking at Sandler O’Neill + Partners, L.P. While at Sandler O'Neill, Burgess was involved in a number of transactions for depository institutions, including the sale of MB Financial to Fifth Third Bancorp, the sale of PrivateBancorp to CIBC; the sale of FirstMerit Corp. to Huntington Bancshares; First Midwest Bancorp’s acquisitions of Northern States Financial, Standard Bancshares, NI Bancshares, Great Lakes Financial and Banco Popular (Chicago); the merger of Baylake Corp and Nicolet Bankshares; the sale of Taylor Capital Group to MB Financial and First National of Nebraska’s sale of its merchant acquiring business to TYSYS. Burgess advised clients on equity and debt capital issuances, including Comerica, Wintrust Financial, Associated Banc-Corp, First Busey Corp., and AgStar Financial Services, among others.
Prior to joining Sandler O’Neill, Burgess was a managing director in the financial institutions group of Goldman, Sachs & Co. where he worked in investment banking for over 10 years. As a senior investment banker, he was responsible for coverage of Midwestern financial institutions, including over 35 publicly traded companies. Burgess advised clients on a wide range of transactions, including Sears Roebuck in its sale of Sears Credit to Citigroup; Household International in its sale to HSBC Holdings; and U.S. Bancorp in its merger with Firstar Corp. Over the course of his career, Burgess has been involved in more than 30 domestic and cross-border M&A transactions whose total value exceeds $60 billion and over 30 capital underwriting and corporate finance transactions with proceeds of over $20 billion.
Prior to joining Goldman Sachs, Burgess was a Lieutenant in the United States Navy from 1994-1998. His military service included leading a 135-man division on the aircraft carrier USS Kitty Hawk and two deployments to the Persian Gulf in support of U.N. no-fly zones over Iraq. He was awarded Navy Commendation and Navy Achievement Medals for exemplary performance and leadership during his deployments in the Persian Gulf, South America and the Caribbean.
Burgess holds a Masters of Business Administration degree in finance from the Graduate School of Business at The University of Chicago and a bachelor’s degree in economics with honors and distinction from the United States Naval Academy. Minimize
Jason has an MBA from the Booth School of Business at the University of Chicago, where he met Professor Jim Schrager, who has successfully applied the work of Nobel prize-winning economist Herbert A. Simon to business strategy for the past 30 years, winning many accolades along the way. Jason and Schrager have collaborated on banking and financial services strategy for the past 14 years, and developed a curriculum and forum for applying Schrager’s proven framework to the strategic questions of financial institutions. Jason was one of six original employees at Performance Trust Capital Partners when the firm opened its doors in 1994. Since 2005, Jason has overseen the company’s strategy, and created new methods for teaching and distributing PT’s unique methodology to financial institutions across the country
Jason has spoken at seminars sponsored by banking organizations, regulatory agencies, and graduate schools of banking for more than 20 years. These groups include SNL Financial, The BAI, ABA, FHLB, FDIC, various Federal Reserve banks, and many state and local associations. He has also helped many bank boards and management teams with strategic planning. Jason particularly enjoys making difficult concepts clear and compelling. His seminars are always designed to help executives and board members identify and understand critical data and patterns buried within their own deep knowledge, and apply this expertise more powerfully to answer challenging questions about future growth. Minimize
Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.
Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years. Minimize
Prior to this role, Mr. Hareyan served at First Foundation as the Applications and Project Manager, laying the foundation for the Project Management Office. Along with his prior experience at the UCI, School of Law’s technology team, he is able to provide a well-rounded approach to every business problem, and align technology with business objectives.
He is a graduate of the University of California, Irvine, where he majored in Business and Information Management. He earned his PMP (Project Management Professional) certificate in August of 2017. With his leadership, First Foundation earned the Laserfiche Run Smarter Award in 2015, in recognition of improved productivity, innovative processes, and exceptional business results. Minimize
Jason stumbled into financial services in the early 90’s as a manufacturing engineer for Deluxe Corporation. Since leaving paper checks for the digital world, he’s been an entrepreneur, venture capitalist and head of strategy implementation for a public company. In 2008, he co-founded PerkStreet Financial, one of the first challenger banks, helping pave the way for new partnerships between traditional financial service firms and startups.
Jason and his wife are active angel investors in companies that include mobile savings, B2B payments, international payments, investment management, fraud detection, analytics and back office tools. Minimize
Chris is the Chief Strategy Officer for CenterState Bank, a $17 billion, publicly traded community bank based in Florida. In addition to strategy, he is responsible for channel transformation and digital banking. He is an active bank investor, small business owner, school instructor, frequent speaker and author on a multitude of banking topics including his new book, “The Successful Lender’s Field Guide.” Chris is the producer and host of the iTunes podcast, Bank to Bank.
Mr. Nichols has held executive and operating positions at several banks, including Bank of America and Bank of Tokyo-Mitsubishi. Chris was a co-founder of FinancialOxygen, a banking technology company; and was a forensic accountant at PriceWaterhouseCoopers. He holds a degree in economics from the University of California, Santa Barbara.
Chris is an active participant in the community as a sworn law enforcement officer, emergency medical technician, flight rescue officer and is certified in search management. Minimize
Pittenger has 15 years of experience in the financial services industry. Prior to joining S&P, Pittenger held management positions as the CFO of Southern Trust, a subsidiary of SONA bank. He also served as the Director of consumer real estate and VP of strategy for Middleburg bank. He graduated with an MBA from William & Mary. Minimize
He is the author of the banking blog, Street Talk, and host of the podcast by the same name. His in-depth analysis of the banking industry, including a focus on community banks, can be found on SPGMI's Research & Analysis feature, which includes historical and forward-looking performance figures.
During his tenure, he has regularly covered and participated on the conference circuit, moderating panels and webinars focused on major issues facing banks. He has spoken as industry events as well, offering updates on bank fundamentals, market conditions and forecasts for what lies ahead. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times and has appeared on Fox Business News and NPR's Planet Money.
Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism. . Minimize
Julieann is a former board member of the American Bankers Association and presently serves on the ABA’s Membership Council and Government Relations Administrative Committee. She is Chair of the new ABA Core Committee. She is a founding of member of Alloy Labs, a Consortium of banks nationally formed to innovate in the banking space. In 2014 Julieann was named to the Federal Reserve Bank of Boston’s Community Bank Advisory Council.
Locally, Julie is Chairman of the Cooperative Central Bank and is most recently a Director of ACBB resulting from its merger with Bankers Bank Northeast She is the Chair of the Lahey Hospital Continuum of Care Board overseeing Homecare, Hospice and Senior Care. In 2019 she was named to the Executive Committee of the Massachusetts Taxpayer Foundation.
In 2014 and 2016, American Banker Magazine named Julie to its list of the 25 Women to Watch in Banking and the Commonwealth Institute has named Reading Cooperative Bank a Top 100 Women-Led Business for the past four years running.
In addition to an MBA from the Charles F. Dolan School of Business at Fairfield University, she has completed advanced studies at the Stonier Graduate School of Banking, Massachusetts School for Financial studies, Harvard Business School’s Division of Continuing Education and the CEO Leadership Lab at Wharton’s Aresty Institute for Executive Education. She is a proud member of the first cohort of Lawrence Leads, a cross-sectoral leadership program focused on civic engagement and social responsibility taught by Harvard Business School. Minimize
He is also the internal industry analysis SME on various banking topics, macro-economic analysis, and product development with a focus on financial forecasting / benchmarking.
Prior to Novantas, Bob garnered 10 years of experience in the banking industry as a consultant and an institutional investor for several top funds. Minimize
In addition, John is responsible for identifying synergies across the Community Markets solution portfolio, deconstructing into our Fusion Fabric.Cloud platform to deliver best in class services, driving an outside in view, with investments and developing go-to-market strategies. The goal is to empower customers to leverage their existing investments while moving toward next generation financial services solutions.
Prior to joining Finastra, John served in leadership roles at Firstrust Bank, TD Bank, and Chase. Before that, he spent a decade building startups in Hosted Services, Software, and Digital Marketing. Minimize
Marshall is energized by the challenge of executing thoughtful strategies that ensure corporate longevity and deliver sustainable financial performance. He is equally motivated to never lose sight of the fundamental processes that enable the bank to serve each client as a valuable individual. Marshall holds a BA in Finance from Michigan State University. Minimize
Your registration fee includes continental breakfasts, lunches, all refreshment breaks as well as cocktail receptions.
Current clients include any firm that currently subscribes to products/services offered by S&P Global Market Intelligence, excluding other conferences and training classes.
The standard rate applies to attendees who are not bank officers or bank directors of an FDIC-insured financial institution, such as board advisors/observers, investment bankers, correspondent and wholesale bankers (even if part of an FDIC-Insured Financial Institution), attorneys, accounting firms, and other vendors and service providers. S&P Global reserves the right to verify your company profile and adjust your registration rate, if necessary.
By registering for the S&P Global Market Intelligence ("SPGMI", "our") program, you agree to the following Program Conditions and Refund Terms. PROGRAM CONDITIONS SPGMI, its affiliates, and third-party providers offer these programs with the understanding that SPGMI is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPGMI reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPGMI prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPGMI reserves the right to decline registrants at any time for any reason. REFUND TERMS SPGMI offers a tiered cancellation plan. These Refund Terms set forth the conditions for when you may be eligible to receive a refund, which generally is the program fee less an administrative fee. SPGMI will not be held liable for any costs incurred by registrant due to individual registration cancellation. You may be eligible to receive a full or partial refund if the following conditions apply: a. Full Refund: In the event that a program is cancelled due to inclement weather, faculty cancellation or force majeure, SPGMI will refund the registrant's tuition in full, however SPGMI will not be liable for incidental or consequential out of pocket expenses incurred by registrants. b. Partial Refund: If you cancel ten business days or more prior to the start of the program, you will receive a refund of the program fee less a $150 administrative fee. You may not receive a refund if the following conditions apply: a. No Refund: You are responsible for the full program fee if any of the following conditions apply: • No Shows: If you do not attend the program, you are responsible for the full program fee and will not receive a refund.
• Late Cancellation: If you cancel fewer than ten (10) business days before the start of the program, you are responsible for the full program fee and will not receive a refund.
• Those who cancel within ten (10) business days of the program and have registered under the Invoice option remain liable for the full program fee.
Spouses are welcome to attend the Welcome Reception and Cocktail Reception. Please contact our support team at globalevents@spglobal.com or call us at 434-951-7786 if you wish to add this to your registration.
Four Seasons Resort and Club, Dallas at Las Colinas
We have negotiated rates at the Four Seasons Resort and Club, Dallas at Las Colinas starting at $279 per night, excluding taxes and fees. Please check back for additional information on booking your hotel reservations.
4150 North MacArthur Boulevard
Irving, Texas, 75038
USA
Phone:+1 (972) 717-0700
Are you a market leader or looking to become one?
For information on sponsorship opportunities, please contact Brian Hodges at brian.hodges@spglobal.com or 434-951-7628.
Casual business attire is recommended.
Your registration fee includes continental breakfasts, lunches, all refreshment breaks as well as cocktail receptions.
We have negotiated rates at the Four Seasons Resort and Club, Dallas at Las Colinas starting at $279 per night, excluding taxes and fees. This rate is available through March 20, 2020. Upon registering for the conference, you will receive a link to book your room online.
Yes, it's straight and simple. We firmly believe in the content value of this program, and we will refund your registration fee in full if, 1) you rate this program a 1 or 2 (on a five point scale) on the evaluation form distributed at the conclusion of the program, 2) you provide specifics on the evaluation form as to the cause of your dissatisfaction, and 3) you agree to talk with us if we call to discuss how we can improve the program going forward.
Up to 11 Hours of CPE Credit Participants who complete this program qualify for up to 11 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. The Knowledge Center, S&P Global Market Intelligence is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :
* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link
Please contact us if you have questions or need help registering.
Phone:+1-434-951-7786
This event has been cancelled.