Consumer Bankers Association

Executive Banking School Faculty



With an average of more than 20 years in banking, each of our faculty members brings "in the trenches" experience and context for what it takes to be a successful retail banker. What sets our faculty apart is their dedication and accessibility to students; they don't parachute in and out of sessions. They serve as mentors to students throughout the program - and beyond. And when they're not teaching, they are continuously analyzing and refining our unique curriculum to ensure that students achieve the goals of our program. Click here to learn more about our committed coaches.




Michael Allen Michael Allen (Mike) Class of 1996
Director, In-Bank Training
Consumer Bankers Association
Bay Village, OH

Mike joined the CBA in 2012 to help ramp up its newly formed OnSite Education capabilities, and to update and refresh its retail bank simulation model. Before joining CBA, he was the Senior Vice President for Retail Banking at Liberty Bank, N.A., a community bank located in suburban Cleveland, OH. Prior to that, Mike managed the development of next generation decisioning and optimization capabilities for the retail division of National City Bank to support the sales process for customer product selection, product bundling, demand based pricing and credit underwriting. He has also held positions in product management for home equity and education finance products, as well as roles in marketing, sales support, IT and special projects in the CFO group. Mike is a 1996 graduate of CBA's Executive Banking School and has been an instructor for EBS since 1997. He has also earned both an MBA with a concentration in Finance and a BA in English from the University of Pittsburgh


Daniel Ayala Daniel Ayala (Danny) Class of 2010
Executive Vice President and Group Head, Global Remittance Services
Wells Fargo Bank, N.A.
Concord, CA

Daniel Ayala is Executive Vice President and business unit manager for Wells Fargo's Global Remittance Services group. He manages product development, product management, operations and customer service for Wells Fargo's consumer remittance service activities. Ayala and his team manage the Wells Fargo ExpressSend service and other products focused on consumer remittances to Asia and Latin America. Ayala is a global payments systems expert with more than 20 years of related consumer and wholesale banking experience. Previously, he has been responsible for corporate and financial institutions treasury management activities focused on product management, marketing and sales management for Citibank, JP Morgan Chase and Bank of America. He earned a bachelor's degree in computer science from DePaul University in Chicago, Illinois and an MBA from Nova Southeastern University in Fort Lauderdale, Florida. Ayala is a Certified Cash Manager (CCM) with the Association for Financial Professionals. He is a graduate member of the Wells Fargo Diversified Products Management Development program. And he is also a graduate of the Graduate School of Retail Bank Management - Class of 2010.


Melissa Borst Melissa Borst (Missi) Class of 2009
Risk and Control Director, Independent Risk Management
PNC Financial Services Group, Inc.
Pittsburgh, PA

Missi Borst is a senior vice president and Risk and Control Director within Independent Risk Management. Missi was just recently appointed new responsibility for overseeing enterprise initiatives from a risk perspective. Missi brings with has over twenty-two years of experience within PNC. Previously, Missi was the Chief Operational Risk Officer at PNC for the past three and half years. She has worked in the departments of Retail, Finance and Risk Management. Missi served as the Director of Sales and Service within Retail where she was responsible for coordinating the effective execution of sales and service activities, programs, and business tools. Prior to that role, she was general manager and CFO for PNC Merchant Services, and she developed and implemented PNC's Sarbanes-Oxley 404/FDICIA process for PNC.


R. Theodore Brauch R. Theodore Brauch (Ted) Class of 1996
Senior Vice President, Operational Risk Senior Manager
Citigroup Inc.
Ponte Vedra Beach, FL

R. Theodore (Ted) Brauch currently serves as SVP, Operational Risk Senior Manager with Citi and has more than 35 years of experience in the financial services industry. His previous positions include Director of Risk Management for MainSource Financial Group, Senior Private Banker at Wells Fargo and SunTrust, Chief Risk Executive for NetBank, Inc., Consumer Finance Group Senior Vice President at Bank of America, General Auditor of Barnett Banks, Inc. and Managing Director, Business Savings and Investments for Barnett Banks, Inc. He earned a Bachelor's Degree in Business Administration from the University of Notre Dame, a Master's in Business Administration from Fordham University and is an honors graduate of the CBA Executive Banking School. Ted holds several professional designations including Certified Financial Planner®, Chartered Life Underwriter® and Chartered Financial Consultant®. He is actively involved in the community having previously served as President of the Notre Dame Club of Greater Jacksonville, Chairman of the Board for Seniors on a Mission [a non profit serving senior citizens], and Chairman, Project SOS. Ted currently resides in Ponte Vedra Beach, Florida with his wife, Lisa, and is the proud father of four children.


Laura Callahan Laura Callahan (Laurie)
Vice President, Leadership and Management Development
Wells Fargo and Company, Inc.
Omaha, NE

Laurie Callahan is VP of leadership and management development for Wells Fargo Bank, specializing in increasing the performance of leaders and managers. She partners closely with the Gallup Organization as a Master Trainer in bringing their tools such as the Clifton StrengthsFinder and the Q12 to life within Wells Fargo. She joined Wells Fargo in 1987 and has held management positions in Regional Banking, Sales Development and Learning and Development. Laurie has been on design teams that created management and leadership competencies, various assessment tools, management, leadership and diversity curriculum. As a senior facilitator and coach, her sense of humor and straight forward approach has helped leaders and their teams improve their effectiveness and performance. Laurie graduated from the University of Nebraska with a B.S. in Business Administration and a specialization in Sales and Sales Management.


Lisa de Paschalis Lisa de Paschalis Class of 1995
Senior Vice President
Wells Fargo Bank, N.A.
San Francisco, CA

Lisa M. de Paschalis is a Senior Vice President with 30 years at Wells Fargo Bank and is based in San Francisco. She has held positions in both retail and wholesale banking focused in the areas of customer service, customer delivery, marketing, mergers & acquisitions, data & infrastructure and technology development for internal systems and tools. She is currently in the International Group working on the bank's global customer experience. Prior to this position she worked on the Wells-Wachovia merger and led the marketing and communications group for the bank's award winning online portal for commercial and corporate customers. Lisa has also managed the marketing group for Wholesale Banking, where she was responsible for market area planning, cross-sell strategies, marketing & sales programs, online tool development, customer data and information strategies. Her prior experience also includes managing Wholesale Banking's Client Services group and working on customer and internal team strategies for the retail bank's 24-hour customer service group. Lisa graduated at the top of her class at the Consumer Banker Associations Graduate School of Retail Bank Management and she holds a Bachelor of Arts degree from San Jose State University in Public Relations. She has also served on the faculty of CBA's banking school; teaching marketing and bank simulation courses.


Jill Enabnit Jill Enabnit Class of 2013
SVP, Deposit Product Management & Pricing Science
U.S. Bancorp
Minneapolis, MN

Jill Enabnit has over 15 years of retail banking experience and is currently VP of Deposit Product Management & Pricing Science at U.S. Bank. She leads deposit product and fee income management in addition to price optimization for credit and deposit products. She was previously responsible for advanced analytics including customer segmentation and marketing modelling, media mix optimization, market research and locations analysis for the enterprise. This included business line ownership for the relationship management system to support customer valuation and treatment strategies across segments. Other leadership roles have included database marketing for the retail bank and client acquisition strategy for affluent segment growth initiatives. Jill holds graduate and undergraduate degrees from the University of Iowa in Economics and Finance and was the 2013 Tem Wooldridge Award recipient from the CBA Executive Banking School.


William Fanter William Fanter (Bill)
Senior Vice President
U.S. Bancorp
Naperville, IL

Most people are surprised to learn that Bill's banking career began more than 30 years ago as a teller for Gary Wheaton/First National Bank of Chicago. Just seven years later, his drive for success secured a vice president title in the retail banking and sales divisions at GreatBanc, Inc. Bill's passion for finance bloomed as he also took on the GreatBanc, Inc. Chief Operating Officer position. This challenge prepared Bill to embrace his next opportunity in 2002 with New Jersey-based Kirchman Corporation as the Director of Automation Services. In 2003, Bill decided to make a strategic career move to U.S. Bank. The company's culture and direction appealed to his intrepid business vision. U.S. Bank continued to inspire Bill. In 2007, he was appointed the Senior Vice President, Region Manager of the newly annexed Chicago Metro Midwest districts. Bill currently manages 134 retail banking branches that cultivate $9 billion in deposits and $1.6 billion in loans. Bill focuses on stimulating growth and acquiring market share in Chicagoland. He also strives to ensure that every customer interaction is exceptional. At the end of a busy day developing the careers of more than 1,100 employees, Bill happily takes on his valiant role as a dad to his son Kyle, and daughter McKenzie. Jolynne, his wife of 24 years, is also a career banker.


Cheryl Amabile Foilb Cheryl Amabile Foilb (Cheryl) Class of 2002
Canton, MA

Cheryl most recently served as a Senior Vice President in Capital One Bank's Distribution organization. There, Cheryl was responsible for driving the intent and execution of all sales and service strategies for both the Small Business and Investment divisions. With over 30 years of financial industry experience, Cheryl has held national executive leadership roles in the Global Treasury, Business Banking, Small Business, Retail Branch and Call Center divisions where she has utilized her unique 360 view of the business to design and execute sales distribution strategies, manage direct line sales associates, and direct national deposit product strategies. During Cheryl's career she has worked for several top 10 banks including 25 combined years at Fleet Bank and Bank of America as well as working at the Royal Bank of Scotland's Citizens Bank before joining Capital One in 2010. A Boston native, Cheryl earned her MBA at Suffolk University in Boston. She also graduated from the CBA's Graduate School of Retail Bank Management in 2003 where she is currently on the faculty. She remains in Massachusetts with her husband Bob and their 16 year old triplets Alex, Samantha and Nicole as well as their 14 year old son Noah.


Andrew Frisbie Andrew Frisbie
Managing Director, Head of Products and Pricing
Novantas, Inc.
New York, NY

Andrew is a Managing Director at Novantas, with a focus on stress testing for CCAR and corporate forecasting purposes, deposit and mortgage pricing, and bank corporate and line-of-business strategy. He has applied his broad experience serving national and regional banks as well as nonbank financial institutions, including the development on deposit pricing and forecasting models for banks in the U.S., Europe, and Australia. Andrew has shared his expertise in articles, white papers, and press quotes and as a speaker at industry panels hosted by the Bank Administration Institute, the Consumer Banker Association, and Federal Reserve regulator conferences. Andrew graduated magna cum laude from Princeton University with an A.B. in Politics.


James Fugitte James Fugitte (Jim) Class of 1974
Director of Strategic Services
Plansmith
Elizabethtown, KY

Jim is Director of Strategic Services for Plansmith. In this role, he heads up a new initiative for Plansmith, providing consulting services for community banks wishing to find new sources of revenue while expanding their role in service to their communities. Plansmith is the premier budgeting, forecasting and risk management software and support services provider for the community banking industry. During his 30-year career in banking and financial services, Jim has held several senior executive positions to include President and CEO of Fort Knox National Company; Chairman of the Faculty Advisory Committee at the CBA Executive Banking School; Chairman and Trustee of the development committee of Lindsey Wilson College, just to name a few. Jim earned a bachelor's degree in commerce from the Univ. of Kentucky and a master's degree in economics from the Univ. of Oklahoma. In addition to the Fort Knox National Company Board of Directors, he also serves as a board member for Mid-America Payment Exchange, a regional National Automated Clearing House (NACHA) organization; the Hospice Foundation of Louisville; and the Innovation and Commercialization Center of Central Kentucky. Among other awards, Jim received the 2001 Ernst & Young entrepreneur of the Year Award for KY & So. IN.


Allison Gambucci Allison Gambucci Class of 2006
Vice President, Mass Affluent, National Sales Strategy Manager Premier Banking
Bank of the West
Belmont, CA

Allison is currently the Sales Strategy Manager for Bank of the West, focused on the continued development and execution of the Premier Banker Program supporting the Mass Affluent Strategy. Allison has 35 years of financial services experience, where she has held numerous positions within Retail Banking including Area Director, Division Sales Director, and Region Sales Support and Program Manager. Her career has been focused on leading teams, driving results, enhancing the client experience while developing our future leaders. Allison graduated from the College of Notre Dame, with a Bachelor of Science degree in Business Administration. She is a 2006 graduate of the Consumer Bankers Association Executive Banking School (formerly the Graduate School of Retail Banking) and has served on the faculty since 2009.


Donovan Gibson Donovan Gibson Class of 2009
Program Director, Analytics Strategy and Integration
Chase
Columbus, OH

Donovan has almost twenty years of financial, statistical, and quantitative valuation experience in financial services. He began his career twenty years ago in financial consulting and has had the pleasure of working with some high profile firms along the way - as well as traveling to, and living in, several parts of Asia and Europe. Ten years ago Donovan left consulting to join JPMorgan Chase directly. At Chase, Donovan has been promoted and moved around quite a bit. He began as an Operations Finance Manager - managing several finance teams across the globe and managing key functional integrations during the Bears Sterns and Washington Mutual acquisitions. He was then promoted to Business Unit CFO where he helped run a business and manage a budget of $1.4B. Currently for Chase, Donovan manages multi-year, multi-million dollar Analytics Integration Programs and overseas teams of Program Managers, Data Scientists, Technology Developers, and Risk and Control Personnel. Donovan is a graduate of the CBA Executive Banking School (2009). He holds both Undergraduate and Graduate Degrees in Finance and Psychology, and certifications in Project Management (PMP), Risk Management (RMP), Change Management (ADKAR), and Harvard Leadership (GMP). On the side, Donovan also owns a Non-Profit specializing in Nutrition Advocacy in underserved populations and public programs, and provides Nutrition Counseling for both public entities and private clients. Donovan speaks at various public and private events and specializes in three main areas of nutrition: 1) "The Lack of Nutrition Advocacy in our Society"; 2) "Overcoming the Downward Spiral." (The Leading Psychological and Behavioral Traits that Correlate to Continued Weight Gain in Overweight Populations); 3) "The Macro and Micro Nutrient Profiles of Food and Their Propensities to Drive Weight Gain" (when combined with other variables like ethnicity, geography, gender, body type, digestive tendencies, and metabolism). For fun, Donovan loves to run - with his most favorite being trail running - and is a running coach at various age levels helping both new and seasoned runners achieve proper biomechanics based on age, body type, distance, and terrain. Donovan is married with two children and resides in Columbus, OH. His hobbies include: extensive research on nutrition psychology and the effects of food on the human body; helping others achieve optimal health and wellness through knowledge sharing, guidance, and coaching; reading history and biographies of the most influential people in politics and business; writing articles, guest posts, short stories, and (someday) books; running for fun and friendships, cross fit workouts, and playing with the kids as much as possible.


William Hippensteel William Hippensteel (Bill)
Director of Product Development
Commerce Bank, N.A.
St. Louis, MO

Bill is the Chief Content Officer, responsible for directing BAI's content strategy. Prior to joining BAI in 2011, Bill was EVP and Director of Product and Segment Management for BBVA Compass Bank. He previously held executive marketing and product management roles for Fifth Third and AMCORE Financial. Bill received an M.B.A. in Marketing from Western Michigan University and a B.S. in Finance from Michigan State University. He is a graduate of the Stonier Graduate School of Banking and the Wharton Business School/BBVA Marketing Graduate Program.


Richard Hunt Richard Hunt
President and Chief Executive Officer
Consumer Bankers Association
Washington, DC

Richard Hunt began leading CBA in its support and advocacy for the retail banking industry in 2009. With more than 20 years of association management and federal policy experience, as well as a deep understanding of guiding the financial services industry through unprecedented change, Hunt leads the organization's efforts to meet the needs of retail banks, their customers, small businesses, and communities they serve. Hunt's previous positions include serving as VP of federal policy for the Securities Industry and Financial Markets Association. In this role, Hunt led major initiatives on investment tax and retirement legislation, and various other financial services issues. He also provided political insight and strategic advice to senior financial executives, and was a national spokesperson on financial services issues. Hunt began his career in the U.S. House of Representatives where he spent 12 years serving as district manager and chief of staff for Congressman Jim McCrery (R-La). Originally from Louisiana, Hunt is a graduate of the University of Louisiana where he received a B.A. in business marketing.


Paul Leventhal Paul Leventhal
Consultant
Compuchoix, LLC
Clearwater, FL

Paul Leventhal, a former finance professor, specializes in the teaching of investment finance and banking, and has written in the area of bank mutual fund distribution. Paul has taught bank financial management in many countries including South Africa, Tunisia, Japan, Italy, Belgium, Jordan, Jamaica, India and Qatar. He holds a Ph.D. in Finance from Concordia University in Montreal and is a CFA charter holder.


Erica McCullough Erica McCullough Class of 2014
Finance Manager
Wells Fargo Bank, N.A.
Charlotte, NC

Erica McCullough is Senior Vice President with 12 years at Wells Fargo Bank, based in Charlotte, NC. Over the past 21 years she has held numerous finance positions in retail banking and the financial services industry. She is currently the Compensation Manager for the Community Bank, responsible for leading compensation strategy initiatives for retail branches, call center and related support functions. Erica joined Wells Fargo (legacy Wachovia) in June 2004. Since then, Erica has held positions as Planning and Analytics Manager, Director of Accounting Controls and Financial Governance and Director Financial Planning and Executive Analytics within Community/Retail banking. In prior roles, Erica provided financial leadership to the Eastern Region Bank Central Finance teams and its corporate partners. In this capacity she provide product sales planning leadership, strategic guidance, and executive analytics to East region Bank and Community Bank leadership. Prior to Wells Fargo, Erica started her career with Deloitte & Touche, LLP. With her more than nine year career with Deloitte, Erica held roles ranging from Staff Auditor to Audit Manager. During her tenure at Deloitte she also served as a Financial Analyst and Controller for the Southeast Shared Services Group. A native of Atlanta, Georgia; Erica attended North Carolina Agricultural and Technical State University, earning a Bachelor of Science degree in Accounting. She is a Certified Public Accountant licensed in the state of North Carolina and a graduate of the CBA Graduate School of Retail Bank Management, Class of 2014. She serves on the Executive Leadership Team for the Black African-American Team Member Network and sits on the Finance Committee/Board of Directors for Charlotte Youth Ballet. Erica resides in Charlotte with her husband and two children.


Christy Merecka Christy Merecka
Senior Vice President, Consumer Financial Analysis
Frost Bank
San Antonio, TX


Lori Murray Lori Murray Class of 2006
World Wide Banking Offering Director
Hewlet Packard
Dublin, OH

Lori has been with Hewlett Packard since 2010. She is currently the Worldwide Banking Offering Director responsible for delivering solutions and developing HP intellectual property for the FINS industry. She does this by working with bank executives and by being connected to and understanding the FINS industry. Lori was in banking for 20+ years prior to moving to HP. While in banking she was a senior executive with demonstrated leadership in all aspects of strategic planning, design and execution, management, and network optimization. She has a proven history introducing innovative solutions, leading concurrent, large-scale projects and teams, and delivering timely, results-oriented solutions. She has vast experience in reconstituting underperforming business units and providing fiscal, strategic and operational leadership in uniquely challenging situations While in banking, Lori held a variety of positions at the senior level in Retail Banking, Operations, and IT. More specifically she led Retail Distribution and Strategic Planning, Retail and ATM Operations, ATM Channel Management, Innovation, Branch M&A, Bank-wide Operational Reconcilements, Cash Position Management, Customer Information Systems, Operations, and Operations Training. She was on the Pulse EFT Board of Directors and was one of the founding members of the NCR Aptra Edge Advisory Board. Lori has been a speaker at many Retail Banking conferences such as Best Practices in Retail Financial Services, Innovation in Payments and Strategies, and Innovation in Business Banking. She has her undergraduate degree from the Ohio State University, graduating in Finance, her MBA from the University of Dayton and a Graduate School of Retail Banking degree from Consumer Bankers Association, where she is on Faculty


Catherine Myers Catherine Myers (Cathy) Class of 2000
Consumer Bank Technology Executive
U.S. Bank
Naples, FL

Cathy is US Bank's Consumer Bank Technology Executive driving strategy, innovation and execution of collaborative technology solutions. She is a seasoned banking professional providing leadership to both sales and service functions and enhancing the overall customer experience. Cathy is a business honors graduate of West Virginia University with a Masters Degree from Xavier University in marketing. She has been on the CBA Executive Banking School faculty for several years supporting all aspects of the program and also helped launch and integrate CBA's MarketSim Onsite Education into US Bank's Consumer Bank Leadership Development Programs. Mentoring and coaching bankers to appreciate and contribute to the broader industry mission is a long standing personal passion. Cathy resides in Naples, Florida with her family.


Malcolm Myers Malcolm Myers
Chief Information Officer
MainSource Financial Group, Inc.
Greensburg, IN

Malcolm is Senior Vice President and Chief Information Officer for MainSource Financial Group in Greensburg, Indiana and has served in the position since April 2012. In this role, he is responsible for the development and execution of the technology strategy for the enterprise. Also, Malcolm is a member of the Senior Management team responsible for overall corporate strategy. Prior to joining MainSource, he was Senior Vice President of Technology for FSV Payment Systems, Inc., a leading provider of prepaid and stored-value processing products and technology services. In his role at FSV, Malcolm was responsible for systems infrastructure, data security and corporate risk management. Malcolm joined the faculty of the Consumer Bankers Association in 2004 and brings over 25 years experience in the fintech business, including service with CitiStreet, LLC and Barnett Banks, Inc.


Todd Olson Todd Olson Class of 2012
Vice President, Business Banking and Performance Manager
U.S. Bank
Minneapolis, MN

Todd Olson has been with U.S. Bank for 24 years and lives in Minneapolis, MN. Todd helped to begin the Business Banking focus in the In-Store and On-Site Banking Division in 2011 and currently leads the Business Banking Specialist teams for the Division. In addition, he leads the Sales and Service Support Manager team for In-Stores and On-Sites. Todd received his undergraduate and masters degrees from Northern State University in Aberdeen, South Dakota. Todd and his wife, Cory, also a U.S. Bank leader, live in Apple Valley, Minnesota.


Patrick Riley Patrick Riley (Pat)
Consultant
Tucson, AZ

Pat Riley is a retired banking executive with over 30 years experience in retail banking, corporate banking, commercial and consumer lending, mortgage banking, and financial analysis and planning. He has had responsibility for business unit management, planning and budgeting, pricing, credit administration, and employee incentive plan design. He has also started and managed his own small business. He was born in California and holds a BA in economics from U.C.L.A. and an MBA in finance from U.C. Berkeley.


Dale Roskom Dale Roskom
Managing Director
Roskom Consulting Group
Avon Lake, OH

Dale Roskom provides consulting services to banks through Roskom Consulting Group, LLC. The consulting practice is focused on capital and financial planning, enterprise risk capabilities and credit risk management. Mr. Roskom was Chief Operating Officer of the Federal Reserve Bank of Cleveland from 2010 through 2011. In addition to responsibilities for operations services provided to member banks and the Department of the Treasury, he also led the finance, planning, risk and administrative functions for the bank. These responsibilities included extensive engagement in payment systems issues impacting all the Federal Reserve Banks. Prior to joining the Federal Reserve, Mr. Roskom served in executive level risk, credit and finance positions at National City Corporation, Barclaycard's UK and European operations, the Australia and New Zealand Banking Group in Melbourne, and with Chase Card Services. Mr. Roskom began his banking career in 1985 at First Bank System, now U.S. Bancorp, gaining extensive experience in credit risk management, consumer lending and payment systems, mergers and acquisitions, finance and strategic planning during his 14-year tenure. He has a bachelor's degree in accounting and an MBA with a concentration in finance, both from The University of Wisconsin (Madison).


Tony Ross Tony Ross
Executive Vice President & Chief Credit Officer
Woodforest National Bank
Spring, TX

Tony Ross' twenty-eight (28) year career in banking has included general management, new business development, credit analysis, credit administration, and capital markets experience. Concurrently, Tony held a succession of increasingly more responsible positions within the Florida Army National Guard and U.S. Army Reserve retiring in 2012 at the rank of Lieutenant Colonel. Mr. Ross joined Woodforest National Bank in 2016 in The Woodlands (Houston) as Chief Credit Officer where he is responsible for effective, sound, and consistent underwriting and management within the bank's loan portfolio and the achievement of business goals related to loans and deposits, fee growth, profitability, client retention, and credit quality. Tony leads commercial, small business, and consumer underwriting, credit risk, real estate risk, loan review, and credit policy. He serves on many of the bank's committees including credit, ALCO, compliance, BSA, IT, and business continuity. Tony is also a past Chairman of the Risk Management Association (RMA) Gulf Coast Chapter, past President of RMA's Texas Chapter, and is RMA-Credit Risk Certified. Prior to joining Woodforest, Mr. Ross was Executive Vice President and Senior Credit Officer for Iberiabank for four years. He has additionally held positions with Capital One, Wachovia, Regions Bank, Washington Mutual, and SunTrust Bank. An R.O.T.C. scholarship recipient, Mr. Ross recently retired as a U.S. Army Infantry Lieutenant Colonel who served in numerous leadership and staff positions in the National Guard including Rifle Platoon Leader, Company Commander, and Battalion S-4 (Logistics) Officer. Tony was recognized for his military leadership accomplishments when he was selected as the 1996 Lowry Award recipient given annually to the outstanding Company grade officer in all of the Florida National Guard - both Army and Air. A veteran of Operation Iraqi Freedom, his last position with the Army was as the Director of the Battle Staff University of the 1st Mission Command Training Brigade of the 75th Training Division (MC). A native of Houston, Texas, Tony was graduated from Washington & Lee University in 1983 with a B.S. in Geology and received his M.B.A. with honors from the Crummer Graduate School of Business at Rollins College in 1988.


Rebecca Rothenhoefer Rebecca Rothenhoefer
Business Banking and Community Development, Training Manager
PNC Bank, N.A.
Frederick, MD

Rebecca Rothenhoefer is responsible for overseeing the communication and organizational change management needs for all Retail Learning projects across PNC's footprint. She brings over 25 years of banking experience in retail banking, leadership development and performance consulting. Her career in banking began in a management development program; Rebecca then advanced to branch manager, regional manager, commercial banker and training director before leading her own Training Consulting firm for eight years. Rebecca joined PNC in 2008 and has held leadership and management positions within Business Banking, Treasury Management and PNC University. Her passion is helping individuals and teams improve their effectiveness and performance. Rebecca received her B.A. in Business Management from Washington College in Chestertown, MD.


Scott Siefers Scott Siefers
Managing Director-Equity Research
Sandler O`Neill Partners
New York, NY

R. Scott Siefers is a Managing Director in the Research Department of Sandler O'Neill + Partners, L.P. He joined Sandler O'Neill in 2002 from Prudential Securities, where he served as an associate analyst, focusing on super-regional banks in the Midwest and Southeast. Mr. Siefers began his career in 1998 with McDonald Investments in Cleveland as a research analyst, focusing on Midwestern banks and thrifts. A native of Cleveland, Ohio, Mr. Siefers earned a Bachelor of Science degree in finance from Miami University of Ohio in 1998.


Thomas Smythe Thomas Smythe (Tom)
Professor, Department of Business and Accounting
Furman University
Greenville, SC

Tom holds degrees from Furman University (B.S.), George Mason University (MBA) and the University of South Carolina (PhD). He returned to his alma mater to teach in 2001. Prior, he was an assistant professor of finance at the University of Tennessee-Chattanooga where he taught banking at the undergraduate and graduate levels. After graduating from Furman in 1985, he spent 4 years in the Army as an Engineer Officer, including tours of duty in Honduras and Costa Rica. After leaving the Army in 1989, Tom worked for what was Mobil Oil for almost 7 years in New York City and Fairfax, Virginia where he was a systems and business analyst. Since finishing USC east, Tom has published numerous articles in both academic and practitioner journals, has been quoted or his work cited in the Wall Street Journal, Financial Times, USA Today, Consumer Reports, Money Magazine, CNN Money, the Chicago Tribune, and the Miami Herald. He is also a member of Southern Finance Association and Eastern Finance Association. Tom has a wife, Melissa, and four children, Zachary, Meagan, Erica, and Sara Beth that keep him entertained and busy. He enjoys watching his kids play sports, reading, and doing home improvement projects.


Maureen Sullivan Maureen Sullivan Class of 2004
Senior Vice President, Preferred and Small Business Banking
Bank of America Corporation
Boston, MA

Maureen is a Senior Vice President Preferred and Small Business Banking for Bank of America Corporation. Within Preferred and Small Business Banking, Maureen partners and collaborates with channel and product management to guide mortgage sales initiatives from business strategy through execution. She works to influence business strategy to maximize capability of the channel to identify customers' mortgage needs through fulfillment. With more than 15 years with Bank of America, Maureen has also held positions within Global Wealth and Investment Management and Consumer Banking focused on the management of strategic initiatives, business support and communications. She has also worked on numerous merger integration teams. Maureen earned a Bachelor's Degree in Chemistry with a Minor in Computer Applications from Fairfield University. She is an honors graduate of CBA's Executive Banking School.


Kevin Travis Kevin Travis
Managing Director
Novantas, Inc.
New York, NY

Kevin is a Partner with Novantas in the New York Office. He is a specialist in customer management strategy, with a focus on profitability and customer experience. During his twelve years of banking, entrepreneurial, and consulting experience, he has worked throughout the U.S., Europe, Latin America, and Africa and led teams in both strategy development and implementation. Kevin's recent work has included developing a value-based marketing plan at a major Latin American insurance company, managing the creation of a customer profitability model at a regional U.S. bank, and improving the campaign management process at an energy marketing company. He has developed and applied innovative techniques for using existing customer and financial data to improve unit profitability, customer value, and operating efficiency. Prior to joining Novantas, Kevin was a co-founder and COO of an online financial services company and an executive with Citibank in Europe and Africa. Kevin graduated Tufts University in Massachusetts and attended the College of Law in London.


Kurt Treu Kurt Treu Class of 1999
Business & Executive Coach
The Growth Coach
Solon, OH

Kurt opened the The Growth Coach practice after a successful 32 year career in the banking industry, including 22 years with U.S. Bank where he held the positions of Market President and Executive Vice President. While at U.S. Bank, Kurt was able to demonstrate his passion as a coaching trainer and practitioner and coupled with extensive Transformational Leadership Training, he knew that he wanted to take this passion much further. He opened The Growth Coach of Greater Cleveland and is dedicated to revitalizing the Greater Cleveland business community by growing businesses, creating jobs, and transforming owners, executives, managers, leaders and sales professionals. The ultimate goal is to build better businesses, better lives and better results. Kurt holds a BS/BA degree from Wittenberg University, an MBA from Baldwin-Wallace University and is a graduate of Mayfield High School where he was inducted into the Mayfield High School Alumni Hall of Fame. He is also a graduate of the Consumer Bankers Association Executive Banking School where he is the past Faculty Chairman and continues to serve on the school's faculty. He is active on the Playhouse Square Foundation Board and Executive Committee, The Greater Cleveland Partnership Finance Committee and Audit Chairman, the Strategic Planning Committee for The United Way and a member of the Bridgestone Champions Council promoting the World Series of Golf event at Firestone Country Club.


Robert Underwood Robert Underwood (Bob)
Associate Professor of Marketing
Furman University
Greenville, SC

Dr. Robert L. Underwood joined Furman University in August 2006 as the Robert E. Hughes Associate Professor of Business (Marketing), coming from the School of Business at the University of Alabama-Birmingham (UAB). Prior to joining UAB in 2001, Dr. Underwood served as an Assistant Professor in the Foster School of Business at Bradley University. Dr. Underwood earned his doctorate in marketing from Virginia Polytechnic Institute and State University (Virginia Tech), earned an MBA from the University of Alabama, and earned a Bachelor of Science in Accounting from the University of Alabama. His research has been published in a number of refereed journals including the American Journal of Health Promotion, Annual Advances in Business Cases, Business Horizons, Case Research Journal, Global Economy Journal, Journal for Advancement in Marketing Education, Journal of Financial Services Marketing, Journal of Marketing Communications, Journal of Marketing Theory and Practice, Journal of Product and Brand Management and Social Indicators Research. Dr. Underwood currently serves on the editorial board of the Journal of Marketing Theory and Practice. Dr. Underwood's current research program focuses on issues concerning globalization, international trade and advertising issues in the financial services industry. Over the past 20 years, he has taught in the areas of Consumer Behavior, Integrated Marketing Communication, International Marketing, Marketing Principles and Strategic Marketing Management.


Victoria  Verhey Victoria  Verhey
Principal
The Complete Approach
San Francisco, CA

With over twenty-five years of experience, Victoria Verhey is considered a leader in strategic communications consulting. Working with Fortune 1000 clients, she provides strategic communications solutions which emphasize the power and pivotal role audience-focused, consistent and credible communications play in business today. As a Principal of The Complete Approach LLC, a strategic communications company, Victoria has established industry "best practices" to ensure that the communications lead by executives, managers and individual contributors drive business results. She does this by specializing and supporting two significant developmental areas, individual coaching and organizational change planning and implementation. The Complete Approach LLC solutions are based on key principals using communication strategies, processes, tools and skills development that support the successful planning, execution and sustainability of all business critical information. Victoria has provided individual and organizational consulting and coaching solutions for a number of corporations. Victoria speaks regularly on the power of face-to-face and virtual communications, what components are necessary to build audience understanding and engagement towards organizational messages and the crucial need for strong, sound and credible communications. Additionally, she provides consulting and executive coaching to those in leadership roles focusing on the impact strategic communications can have their organizational presence and the demonstration of their business maturity. Prior to having her own consulting practice, Victoria developed, managed and grew strategic communication consulting practices for Lahaderne Communications, Decker Communications, Provant, Inc. and Novations Group.


Seth Waller Seth Waller Class of 2012
Executive Vice President & Chief Credit Officer
EverBank
Jacksonville, FL

Seth Waller joined EverBank in 2012 and serves as an Executive Vice President and the Chief Credit Officer. With over 20 years of banking experience, Seth's career has focused on bank credit risk management. Previously, he served as Senior Vice President and Chief Credit Officer, Consumer Lending at U.S. Bank in Cincinnati. Earlier in his career, Seth held senior risk management and credit positions with GE Capital, Bank of America, Transamerica, and American General. He attended the United States Naval Academy, in Annapolis, MD, and is a graduate of the University of West Florida. He received an MBA in finance from the University of North Carolina at Charlotte and he holds the Credit Risk Certification ("CRC") designation from the Risk Management Association.



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