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!

SPEAKER SERIES RESOURCE LIBRARY:


SESSION TWO RESOURCES:
Charles Calomiris Economic Update
Invictus Group M&A Slides


SESSION THREE RESOURCES:
Council for Economic Education Presentation



SESSION FOUR RESOURCES:
Pearl Meyer, LLC Presentation
Diversity, Equity and Inclusion Survey


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






 

SPEAKER BIOGRAPHIES


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

Panelists: 
Jill T. Sandhaas 
Partner 
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

Panelists:

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
Corporation)

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
  KEYNOTE
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