Financial Institutions Conference

Thanks to all of our 2018 speakers and attendees! Check back soon for On-Demand sessions.

“I work in the financial services industry, and the conference material enhanced my understanding of specific products and upcoming regulatory requirements.”

Lee Wilcox, CPA, CGMA
Urish Popeck & Co. LLC

2018 Speakers

A Look Back at the 2018 Agenda

Emerging Trends in the Pennsylvania Banking Industry
Jeffrey P. Marsico
Executive Vice President | The Kafafian Group Inc.

Risk Management and Corporate Culture 
John (Jack) R. Salvetti, CPA
Principal | SR Snodgrass PC
Regulatory Hot Topics & Trends
  • Barbara L. Stofflet, CPA
    Inspections Specialist | Public Company Accounting Oversight Board


  • Eric K. Bowman
    Supervisory Examiner | Federal Deposit Insurance Corporation
  • Christopher J. Hahne
    Manager – Risk Analytics and Surveillance Unit, Supervision, Regulation & Credit Department | Federal Reserve Bank of Philadelphia
  • Robin L. Wiessmann
    Secretary of Banking and Securities | Pennsylvania Department of Banking and Securities
CECL Is Coming: Are You Prepared?
  • Barry M. Pelagatti, CPA
    Partner and Leader – Financial Services Industry Group | RKL LLP


  • Anand Solanki, CTP
    Senior Vice President/Chief Financial Officer | Citadel
  • Shannon Croll
    Chief Financial Officer | Coatesville Savings Bank
  • Mark Hollar
    Senior Vice President, CFO | F&M Trust

All About ALCO
Colette Wagner, CPA
Director, Risk Consulting | Crowe Horwath
Scott E. Lied, CPA, CGMA 
Senior Vice President, CFO | Ephrata National Bank
The Top A&A Hits
Oksana K. Sweeney, CPA
Senior Manager | Deloitte LLP

Shh…IT Got This
Sudhir K. Kondisetty, CISSP, CISA, QSA
Principal, Risk Advisory Services | RSM US LLP
Brian Schaeffer, CISSP, CISA
Senior Vice President, Chief Information Security Officer | Ocean First Bank NA

Tax Reform and the Banking Industry
Glenn Richard James, CPA, JD
Partner, Tax Services | BDO USA LLP