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Hear from the top industry leaders and experts in keynote sessions, panel discussions, and break out sessions. This is list of 2018 speakers. Please check back for updates. For speaking opportunities, please email spgmievents@spglobal.com.
Kay Anderson serves as the manager of emerging markets at Live Oak Bank. In this capacity she is responsible for researching, staffing and implementation of each new industry that the Bank adds to its existing verticals. To date, Kay and her team have been responsible for rolling out Death Care, Family Entertainment, Poultry, Wine & Craft Beverages and Self-Storage.
Prior to Live Oak Bank, Kay worked for a southern California bank for 9 years with a specialty in hospitality lending. Kay has personally funded over 250 small businesses in all parts of the United States and is known for her industry knowledge, particularly on new construction properties. Kay also was the National Franchise Manager for Transamerica Small Business Capital. She is licensed as a CPA in Florida and her experience includes five years with the national accounting firm, Ernst & Young, where her specialty was taxation.
Prior to joining Alliance Partners, Lori served as the Director of the TARP Capital Purchase Program at the Department of the Treasury, focusing on the implementation, investing, and restructuring cycles of the $205 billion portfolio. From 2004-2008, she was a financial economist with the U.S. Securities and Exchange Commission’s Division of Trading and Markets. Lori received her M.A. from the Johns Hopkins School of Advanced International Studies and her B.A. from Yale University.
Trey Maust, co-founder of Lewis & Clark Bank, brings over twenty years of experience in banking, capital markets and financial services. Prior to his role as Executive Vice Chairman, he was the Bank’s Co-President & CEO and prior to that, the Chief Financial Officer of Lewis & Clark Bank. He previously served as the CFO of another Portland-area community bank. Trey began his career at Deloitte in Portland, where he conducted financial statement audits, internal control assessments, and FDICIA attestation engagements. He later transferred to Deloitte’s Merger & Acquisition Services Group in New York, where he was a resource nationally for bank acquisitions, conducting financial and operational due diligence on transactions in a variety of industries for both financial sponsors and strategic buyers. Trey was also involved in domestic and international acquisitions for Honeywell International.
After experiencing 9/11 in person while working in downtown Manhattan, Trey’s commitment to developing quality relationships has defined both his personal and professional life. He is inspired to model these and other core values for his two sons, and exceed expectations daily at Lewis & Clark Bank, a company he helped take from concept to reality.
Trey is heavily involved in state and national banking associations, and serves on multiple advisory and fiduciary boards of both for-profit and nonprofit organizations, including: Chairman of Synergy by Association, Inc.; Chairman of the American Bankers Association's Community Bankers Council; advisory board member of the Conference of State Bank Supervisors; board member of the Oregon Bankers Association; board member of the Community Banks of Oregon; board member of Sheltered Harbor; advisory board member of StoneCastle Partners; advisory board member of Anvil Media; and past board member of Entrepreneurs’ Organization(Portland).
Trey received a bachelor’s degree in business administration from Portland State University and is a licensed certified public accountant. In 2007, he was recognized as one of the “Forty under 40” by the Portland Business Journal.
Dr. Bill Nayda and his team assist banks with risk management initiatives including: Enterprise Risk Management, balance sheet strategy, regulatory exams and relations, capital planning and adequacy, Basel II and III, interest rate risk, portfolio valuation and due diligence, risk based profitability, and model validation. During the financial crisis, the firm was instrumental in working with several of the newly formed BHC's to become regulated banks. Clients range from top-5 banks to regional and community institutions. The firm has a focus on education, working with boards and management to help them better understand and own the bank's risk. SPC consultants frequently publish in the area of risk management and are interviewed and quoted in many banking periodicals. Mr. Nayda's almost 20 years of banking and insurance experience is focused on risk management, regulatory compliance, corporate governance and structure, and risk-based pricing. Prior to founding Second Pillar Consulting, he spent ten years at Capital One overseeing balance sheet strategy, economic capital, regulatory relations and pricing models. He has also helped model and manage enterprise risk at Travelers companies and Allied Irish Bank's U.S. subsidiary. He received his Ph.D. in Economics from Texas A&M University and his B.A. in Economics from Rutgers University. While at Texas A&M, Mr. Nayda conducted economic research into the impacts of global warming under Bruce McCarl who was a recipient of the Nobel Peace Prize for his research on climate change.
Nathan’s primary responsibilities include covering and analyzing financial institutions, with a focus on the banking industry. Nathan regularly writes about emerging balance sheet trends, trends in bank accounting, regulation, interest rate risk, capital actions and M&A activity in banking.
He is the author of a monthly column focused on banking in the South and the banking blog, StreetTalk. His in-depth analysis of the banking industry, including a focus on smaller institutions, can be found on SNL’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 is a graduate from Washington & Lee University, where he majored in business journalism.
Your registration includes all conference materials, continental breakfast, lunch both days, and an evening cocktail reception at the end of Day One.
*Registration fees The Community Banker Rate applies to bank employees or directors of an FDIC-insured community financial institution.Correspondent and wholesale bankers, even if part of an FDIC-insured financial institution should register at the Non-Banker Rate.
The Non-banker Rate applies to attendees who are not bank employees or directors of an FDIC-insured financial institution, such as investment bankers, attorneys, accounting firms, other vendors and service providers. Correspondent and wholesale bankers, even if part of an FDIC-insured financial institution, as well as regulators, FHLBs and GSEs should also register at the Non-Banker Rate.
Your registration includes all conference materials, continental breakfast and lunch both days, and an evening cocktail reception at the end of Day One.
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 $295 per night, excluding taxes and fees. This rate is available through March 8, 2019. Upon registering for the conference, you will receive a link to book your room online.
Looking to book before or after the conference? Please call the hotel at (972) 717-0700 for rates. The group block rate can be applied to these nights, based on availability at the hotel.
4150 North MacArthur Boulevard
Irving, Texas, 75038
USA
Phone:+1 (407) 313-7777
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For information on sponsorship opportunities, please contact Brian Hodges at brian.hodges@spglobal.com or 434-951-7628.
Download our sponsorship guide.
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
