For decades, the New York Bankers Association has brought you an excellent caliber of programming at our annual Financial Services Forum. Though we couldn't gather together in person, this year was no different, as we offered our Virtual Speaker Series: History in Real Time– five dynamic and timely sessions tailored to your needs, while evoking our Forum format; bringing you top of mind programming while meeting you where you are.

Each month, we hosted a lunchtime virtual town hall, featuring a keynote speaker and a workshop with access to the industry’s thought leaders, beginning with preeminent experts in political and economic analysis. And while exploring the most important challenges facing our industry and our nation, featuring the experts and insight you can access nowhere else, the inclusive virtual format allowed access to many who have been unable to attend our Forum in the past. 

Future thinking now; at this moment in history. History in Real Time. Thank you for joining us - we can't wait to show you what we've got next for you. Please find additional information and sponsors below.

Thank you for participating in NYBA's first annual Virtual Speaker Series!


Charles Calomiris Economic Update
Invictus Group M&A Slides

Council for Economic Education Presentation

Pearl Meyer, LLC Presentation
Diversity, Equity and Inclusion Survey

New York in Focus:
Regulatory Update and Outlook
Cullen & Dykman LLP



Click here for reference of sponsorship opportunities

    SESSION ONE: Where We Are Now | New York Political Update 

Amy Walter
National Editor
The Cook Political Report

Jill T. Sandhaas 
Shenker Russo & Clark 
NYBA Albany Counsel
  Lendell Porterfield 
Founding Partner,  
Porterfield, Fettig & Sears 
NYBA Washington Counsel 
  Michael Woloz 
President & CEO 
CMW Strategies 
NYBA New York City Counsel  

SESSION TWO: Banking in the Current Economy

Dr. Charles W. Calomiris
Chief Economist
Office of the Comptroller of the Currency

The Mergers & Acquisitions Landscape
Moderated by Richard B. Trauger, Jr. 
Managing Director, The Kafafian Group


William Hickey
Managing Director 
Piper Sandler

   Joseph H. Moeller
Managing Director
Keefe Bruyette & Woods,
A Stifel Company
  Kamal Mustafa
Chairman & CEO
Invictus Group

SESSION THREE: Rebuilding our Communities

Thomas McHale
Regional President
Pursuit (formerly
New York Business Development

Daniel J. Randall
VP, Community
Investment Business Development Officer
Federal Home Loan Bank of
New York

Nan J. Morrison
President & CEO
Council for Economic Education


KEYNOTE | Communities in Crisis: A Public Officials Panel


New York State
Lieutenant Governor
Kathy Hochul
U.S. Representative
Joe Morelle 
Nassau County Executive
Laura Curran

SESSION FOUR: Diversity, Equity and Inclusion

Bank Leadership Panel Moderated by Laura Hay
Managing Director |  New York
National Banking Industry Team Lead
Pearl Meyer, LLC
Closing the Wealth Gap Bank Leadership Panel
Moderated by Derrick D. Cephas
Of Counsel, Squire Patton Boggs (New York)

Bank Leadership Panelists:

Cheryl D. Bowers
President & CEO
Rondout Savings Bank

Adrian C. Shackelford
Senior Managing Director
Talent Strategy, Engagement & Diversity
Sterling National Bank

Jeffrey Delepine II

SVP, Chief Compliance Officer &
Chief Diversity Officer
NBT Bank

Kevin J. Pearson
Vice Chairman
M&T Bank

Alice Rodriguez

Managing Director,
Head of Community Impact
JP Morgan Chase & Co.

Anders M. Tomson

President & CEO
Chemung Canal Trust Company

SESSION FIVE: The Regulatory Environment
New York in Focus: Regulatory Update and Outlook
Elizabeth A. Murphy
Partner, Cullen and Dykman LLC 
  The Latest on Cybersecurity, Data Breach and Privacy Law
Joseph V. DeMarco
Partner, DeMarco Law, PLLC 

Keynote: What Your Regulators Now Know about the Future of Banking & Technology
Thomas P. Vartanian
Professor of Law and Founder and Executive Director, Financial Regulation & Technology Institute,
George Mason University
Author of the forthcoming book
200 Years of American Financial Panics: Crashes, Recessions, Depressions,
and the Technology that Will Change It All


Thank You to our Sponsors!

Series Sponsors




   Session Sponsors


Real Time Sponsors