Financial Institutions Conference


Sept. 17, 2019
8:45 a.m. - 4:00 p.m.
Penn State Great Valley


2019 Agenda Coming Soon!

“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

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