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Welcome to the 2026 Spring Session of The Bank CEO Network!
Sunday, April 26
 

5:00pm CDT

Welcome Reception
Sunday April 26, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Sunday April 26, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace

5:00pm CDT

Welcome Reception
Sunday April 26, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Sunday April 26, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace
 
Monday, April 27
 

8:30am CDT

Bank Profit Improvement Survey
Monday April 27, 2026 8:30am - 11:45am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Monday April 27, 2026 8:30am - 11:45am CDT
West Salon

8:30am CDT

Facing the Winds of Change
Monday April 27, 2026 8:30am - 11:45am CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Monday April 27, 2026 8:30am - 11:45am CDT
Center Salon

11:45am CDT

LUNCH
Monday April 27, 2026 11:45am - 12:45pm CDT

Monday April 27, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

11:45am CDT

LUNCH
Monday April 27, 2026 11:45am - 12:45pm CDT

Monday April 27, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

12:45pm CDT

The Deposit Dilemma
Monday April 27, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Monday April 27, 2026 12:45pm - 4:00pm CDT
West Salon

12:45pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Monday April 27, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Monday April 27, 2026 12:45pm - 4:00pm CDT
Center Salon

4:15pm CDT

OPEN FORUM
Monday April 27, 2026 4:15pm - 5:30pm CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
Monday April 27, 2026 4:15pm - 5:30pm CDT
East Salon

4:15pm CDT

OPEN FORUM
Monday April 27, 2026 4:15pm - 5:30pm CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
Monday April 27, 2026 4:15pm - 5:30pm CDT
East Salon

6:00pm CDT

GROUP NETWORKING DINNER
Monday April 27, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Monday April 27, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130

6:00pm CDT

GROUP NETWORKING DINNER
Monday April 27, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Monday April 27, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130
 
Tuesday, April 28
 

8:00am CDT

Facing the Winds of Change
Tuesday April 28, 2026 8:00am - 11:15am CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Tuesday April 28, 2026 8:00am - 11:15am CDT
West Salon

8:00am CDT

Bank Profit Improvement Survey
Tuesday April 28, 2026 8:00am - 11:15am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Tuesday April 28, 2026 8:00am - 11:15am CDT
Center Salon

11:15am CDT

LUNCH
Tuesday April 28, 2026 11:15am - 12:15pm CDT

Tuesday April 28, 2026 11:15am - 12:15pm CDT
Royal Garden Terrace

11:15am CDT

LUNCH
Tuesday April 28, 2026 11:15am - 12:15pm CDT

Tuesday April 28, 2026 11:15am - 12:15pm CDT
Royal Garden Terrace

12:15pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Tuesday April 28, 2026 12:15pm - 3:30pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Tuesday April 28, 2026 12:15pm - 3:30pm CDT
West Salon

12:15pm CDT

The Deposit Dilemma
Tuesday April 28, 2026 12:15pm - 3:30pm CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Tuesday April 28, 2026 12:15pm - 3:30pm CDT
Center Salon
 
Wednesday, April 29
 

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday April 29, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Todd Linden

Todd Linden

President & CEO, Woodforest Acceptance Solutions
Payments and financial technology 

Wednesday April 29, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday April 29, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Todd Linden

Todd Linden

President & CEO, Woodforest Acceptance Solutions
Payments and financial technology 

Wednesday April 29, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday April 29, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Todd Linden

Todd Linden

President & CEO, Woodforest Acceptance Solutions
Payments and financial technology 

Wednesday April 29, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday April 29, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Todd Linden

Todd Linden

President & CEO, Woodforest Acceptance Solutions
Payments and financial technology 

Wednesday April 29, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday April 29, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Todd Linden

Todd Linden

President & CEO, Woodforest Acceptance Solutions
Payments and financial technology 

Wednesday April 29, 2026 8:30am - 11:30am CDT
East Salon

1:45pm CDT

Bank Profit Improvement Survey
Wednesday April 29, 2026 1:45pm - 5:00pm CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Wednesday April 29, 2026 1:45pm - 5:00pm CDT
Center Salon

1:45pm CDT

Facing the Winds of Change
Wednesday April 29, 2026 1:45pm - 5:00pm CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Wednesday April 29, 2026 1:45pm - 5:00pm CDT
East Salon

1:45pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Wednesday April 29, 2026 1:45pm - 5:00pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Wednesday April 29, 2026 1:45pm - 5:00pm CDT
West Salon

5:00pm CDT

Welcome Reception
Wednesday April 29, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Wednesday April 29, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace

5:00pm CDT

Welcome Reception
Wednesday April 29, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Wednesday April 29, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace

5:00pm CDT

Welcome Reception
Wednesday April 29, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Wednesday April 29, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace
 
Thursday, April 30
 

8:30am CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Thursday April 30, 2026 8:30am - 11:45am CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Thursday April 30, 2026 8:30am - 11:45am CDT
Center Salon

8:30am CDT

Bank Profit Improvement Survey
Thursday April 30, 2026 8:30am - 11:45am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Thursday April 30, 2026 8:30am - 11:45am CDT
East Salon

8:30am CDT

The Deposit Dilemma
Thursday April 30, 2026 8:30am - 11:45am CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Thursday April 30, 2026 8:30am - 11:45am CDT
West Salon

11:45am CDT

LUNCH
Thursday April 30, 2026 11:45am - 12:45pm CDT

Thursday April 30, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

11:45am CDT

LUNCH
Thursday April 30, 2026 11:45am - 12:45pm CDT

Thursday April 30, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

11:45am CDT

LUNCH
Thursday April 30, 2026 11:45am - 12:45pm CDT

Thursday April 30, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

12:45pm CDT

The Deposit Dilemma
Thursday April 30, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Thursday April 30, 2026 12:45pm - 4:00pm CDT
Center Salon

12:45pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Thursday April 30, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Thursday April 30, 2026 12:45pm - 4:00pm CDT
East Salon

12:45pm CDT

Facing the Winds of Change
Thursday April 30, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Thursday April 30, 2026 12:45pm - 4:00pm CDT
West Salon

4:30pm CDT

OPEN FORUM
Thursday April 30, 2026 4:30pm - 5:30pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


Thursday April 30, 2026 4:30pm - 5:30pm CDT
East Salon

4:30pm CDT

OPEN FORUM
Thursday April 30, 2026 4:30pm - 5:30pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Thursday April 30, 2026 4:30pm - 5:30pm CDT
East Salon

4:30pm CDT

OPEN FORUM
Thursday April 30, 2026 4:30pm - 5:30pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Thursday April 30, 2026 4:30pm - 5:30pm CDT
East Salon

6:00pm CDT

GROUP NETWORKING DINNER
Thursday April 30, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Thursday April 30, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130

6:00pm CDT

GROUP NETWORKING DINNER
Thursday April 30, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Thursday April 30, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130

6:00pm CDT

GROUP NETWORKING DINNER
Thursday April 30, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Thursday April 30, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130
 
Friday, May 1
 

8:00am CDT

Facing the Winds of Change
Friday May 1, 2026 8:00am - 11:15am CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Friday May 1, 2026 8:00am - 11:15am CDT
Center Salon

8:00am CDT

The Deposit Dilemma
Friday May 1, 2026 8:00am - 11:15am CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Friday May 1, 2026 8:00am - 11:15am CDT
East Salon

8:00am CDT

Bank Profit Improvement Survey
Friday May 1, 2026 8:00am - 11:15am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Friday May 1, 2026 8:00am - 11:15am CDT
West Salon
 
Sunday, May 3
 

5:00pm CDT

Welcome Reception
Sunday May 3, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Sunday May 3, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace

5:00pm CDT

Welcome Reception
Sunday May 3, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Sunday May 3, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace
 
Monday, May 4
 

8:30am CDT

Bank Profit Improvement Survey
Monday May 4, 2026 8:30am - 11:45am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Monday May 4, 2026 8:30am - 11:45am CDT
West Salon

8:30am CDT

Facing the Winds of Change
Monday May 4, 2026 8:30am - 11:45am CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Monday May 4, 2026 8:30am - 11:45am CDT
Center Salon

11:45am CDT

LUNCH
Monday May 4, 2026 11:45am - 12:45pm CDT

Monday May 4, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

11:45am CDT

LUNCH
Monday May 4, 2026 11:45am - 12:45pm CDT

Monday May 4, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

12:45pm CDT

The Deposit Dilemma
Monday May 4, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Monday May 4, 2026 12:45pm - 4:00pm CDT
West Salon

12:45pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Monday May 4, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Monday May 4, 2026 12:45pm - 4:00pm CDT
Center Salon

4:15pm CDT

OPEN FORUM
Monday May 4, 2026 4:15pm - 5:15pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


Monday May 4, 2026 4:15pm - 5:15pm CDT
East Salon

4:15pm CDT

OPEN FORUM
Monday May 4, 2026 4:15pm - 5:15pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Monday May 4, 2026 4:15pm - 5:15pm CDT
East Salon

6:00pm CDT

GROUP NETWORKING DINNER
Monday May 4, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Monday May 4, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130

6:00pm CDT

GROUP NETWORKING DINNER
Monday May 4, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Monday May 4, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130
 
Tuesday, May 5
 

8:00am CDT

Facing the Winds of Change
Tuesday May 5, 2026 8:00am - 11:15am CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Tuesday May 5, 2026 8:00am - 11:15am CDT
West Salon

8:00am CDT

Bank Profit Improvement Survey
Tuesday May 5, 2026 8:00am - 11:15am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Tuesday May 5, 2026 8:00am - 11:15am CDT
Center Salon

11:15am CDT

LUNCH
Tuesday May 5, 2026 11:15am - 12:15pm CDT

Tuesday May 5, 2026 11:15am - 12:15pm CDT
Royal Garden Terrace

11:15am CDT

LUNCH
Tuesday May 5, 2026 11:15am - 12:15pm CDT

Tuesday May 5, 2026 11:15am - 12:15pm CDT
Royal Garden Terrace

12:15pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Tuesday May 5, 2026 12:15pm - 3:30pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Tuesday May 5, 2026 12:15pm - 3:30pm CDT
West Salon

12:15pm CDT

The Deposit Dilemma
Tuesday May 5, 2026 12:15pm - 3:30pm CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Tuesday May 5, 2026 12:15pm - 3:30pm CDT
Center Salon
 
Wednesday, May 6
 

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday May 6, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Chris Hartner

Chris Hartner

COO, Woodforest Acceptance Solutions

Wednesday May 6, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday May 6, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Chris Hartner

Chris Hartner

COO, Woodforest Acceptance Solutions

Wednesday May 6, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday May 6, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Chris Hartner

Chris Hartner

COO, Woodforest Acceptance Solutions

Wednesday May 6, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday May 6, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Chris Hartner

Chris Hartner

COO, Woodforest Acceptance Solutions

Wednesday May 6, 2026 8:30am - 11:30am CDT
East Salon

8:30am CDT

Modernizing Payments for Community Banking Systems / Seven Rules for Optimizing Vendor Contracts
Wednesday May 6, 2026 8:30am - 11:30am CDT

Speakers
avatar for Patrick Goodwin

Patrick Goodwin

President, Strategic Resource Management
Patrick Goodwin is the President of SRM and the Practice Leader for the Technology Advisory Services. In this role, Goodwin oversees the project management team that implements the bottom line improvement strategies for clients.
Goodwin joined SRM more than 25 years ago, and has been instrumental in driving consistent growth for SRM. He began as a project manager, and in subsequent years took on more leadership opportunities in project management. His knowledge of credit and debit card services, M&A contracts... Read More →
avatar for Bill Pusey

Bill Pusey

Managing Director - Business Development, Strategic Resource Management

avatar for Chris Hartner

Chris Hartner

COO, Woodforest Acceptance Solutions

Wednesday May 6, 2026 8:30am - 11:30am CDT
East Salon

1:45pm CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Wednesday May 6, 2026 1:45pm - 5:00pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Wednesday May 6, 2026 1:45pm - 5:00pm CDT
East Salon

1:45pm CDT

Bank Profit Improvement Survey
Wednesday May 6, 2026 1:45pm - 5:00pm CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Wednesday May 6, 2026 1:45pm - 5:00pm CDT
Center Salon

1:45pm CDT

Facing the Winds of Change
Wednesday May 6, 2026 1:45pm - 5:00pm CDT

Speakers
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
Wednesday May 6, 2026 1:45pm - 5:00pm CDT
West Salon

5:00pm CDT

Welcome Reception
Wednesday May 6, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Wednesday May 6, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace

5:00pm CDT

Welcome Reception
Wednesday May 6, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Wednesday May 6, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace

5:00pm CDT

Welcome Reception
Wednesday May 6, 2026 5:00pm - 6:00pm CDT

Sponsors
avatar for SRM

SRM

Strategic Resource Management

Wednesday May 6, 2026 5:00pm - 6:00pm CDT
Royal Garden Terrace
 
Thursday, May 7
 

8:30am CDT

The Deposit Dilemma
Thursday May 7, 2026 8:30am - 11:45am CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Thursday May 7, 2026 8:30am - 11:45am CDT
West Salon

8:30am CDT

A Sales Culture to Attract & Retain More Customers & Great Producers
Thursday May 7, 2026 8:30am - 11:45am CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Thursday May 7, 2026 8:30am - 11:45am CDT
Center Salon

8:30am CDT

Bank Profit Improvement Survey
Thursday May 7, 2026 8:30am - 11:45am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Thursday May 7, 2026 8:30am - 11:45am CDT
East Salon

11:45am CDT

LUNCH
Thursday May 7, 2026 11:45am - 12:45pm CDT

Thursday May 7, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

11:45am CDT

LUNCH
Thursday May 7, 2026 11:45am - 12:45pm CDT

Thursday May 7, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

11:45am CDT

LUNCH
Thursday May 7, 2026 11:45am - 12:45pm CDT

Thursday May 7, 2026 11:45am - 12:45pm CDT
Royal Garden Terrace

12:45pm CDT

Facing the Winds of Change
Thursday May 7, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
Thursday May 7, 2026 12:45pm - 4:00pm CDT
West Salon

12:45pm CDT

The Deposit Dilemma
Thursday May 7, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Thursday May 7, 2026 12:45pm - 4:00pm CDT
Center Salon

12:45pm CDT

A Sales Culture to Help Attract & Retain More Customers & Great Producers
Thursday May 7, 2026 12:45pm - 4:00pm CDT

Speakers
avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
Thursday May 7, 2026 12:45pm - 4:00pm CDT
East Salon

4:15pm CDT

OPEN FORUM
Thursday May 7, 2026 4:15pm - 5:15pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Thursday May 7, 2026 4:15pm - 5:15pm CDT
East Salon

4:15pm CDT

OPEN FORUM
Thursday May 7, 2026 4:15pm - 5:15pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Thursday May 7, 2026 4:15pm - 5:15pm CDT
East Salon

4:15pm CDT

OPEN FORUM
Thursday May 7, 2026 4:15pm - 5:15pm CDT

Speakers
avatar for Chris Williston

Chris Williston

Founder, Williston Consulting Services, LLC

avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

avatar for Joe Micallef

Joe Micallef

Founder, Grow UP Sales
Joe Micallef is a finance industry coach, strategist, and former banking executive with more than thirty years of experience helping financial institutions grow and helping finance professionals perform at their best.

Throughout his career, Joe consistently exceeded sales and grow... Read More →
avatar for Sean Payant

Sean Payant

President, Haberfeld


avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Thursday May 7, 2026 4:15pm - 5:15pm CDT
East Salon

6:00pm CDT

GROUP NETWORKING DINNER
Thursday May 7, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Thursday May 7, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130

6:00pm CDT

GROUP NETWORKING DINNER
Thursday May 7, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Thursday May 7, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130

6:00pm CDT

GROUP NETWORKING DINNER
Thursday May 7, 2026 6:00pm - 8:00pm CDT
Sponsors
avatar for NorCap Investment Management, L.P.

NorCap Investment Management, L.P.

NorCap Investment Management, L.P.


Thursday May 7, 2026 6:00pm - 8:00pm CDT
The Court of Two Sisters 613 Royal St., New Orleans, LA 70130
 
Friday, May 8
 

8:00am CDT

Bank Profit Improvement Survey
Friday May 8, 2026 8:00am - 11:15am CDT

Speakers
avatar for Bob Walters

Bob Walters

Chairman, Bank Advisory Group

avatar for Dan Jackson

Dan Jackson

Partner/Co-Owner, Bank Advisory Group

Friday May 8, 2026 8:00am - 11:15am CDT
West Salon

8:00am CDT

Facing the Winds of Change
Friday May 8, 2026 8:00am - 11:15am CDT

Speakers
avatar for Heather Eastep

Heather Eastep

Partner, Hunton Andrews Kurth
Heather’s practice focuses on corporate and regulatory representation of small to large regional and national financial institution franchises. She has counseled institutions on M&A transactions, as well as provided representation on securities offerings, capital planning, and corporate... Read More →
avatar for Peter Weinstock

Peter Weinstock

Partner, Hunton Andrews Kurth
Peter’s practice focuses on corporate and regulatory representation of a wide range of financial institution franchises. During the past several years, Peter has devoted substantial time to strategic planning, bank compensation, fintechs and banking as a service and defense of enforcement... Read More →
Friday May 8, 2026 8:00am - 11:15am CDT
Center Salon

8:00am CDT

The Deposit Dilemma
Friday May 8, 2026 8:00am - 11:15am CDT

Speakers
avatar for Sean Payant

Sean Payant

President, Haberfeld


Friday May 8, 2026 8:00am - 11:15am CDT
East Salon
 
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