Beyond Banking: Today’s Financial Services

Friday, November 3, 2017 | 7:30 a.m. - 12:30 p.m. | Hilton Charlotte Center City

The Charlotte Chamber’s 2017 Financial Services Summit held November 3 offered a robust lineup of speakers, including Joe Gibbs, Pro Football Hall of Fame Coach & NASCAR Championship Team Owner and U.S. Senator Thom Tillis, who serves on the Senate Banking Committee. While traditional financial institutions were represented, the overall theme was 'Beyond Banking: Today’s Financial Services'. A diverse line up of financial companies were represented in our panel discussions, including non-financial institutions discussing 'The Client Experience' related to ever-changing demands and how the financial market has responded. As always, diversity, talent and workforce was an important topic to all panelist and these treads appeared in all of the conversations. ;


To view full speaker bios, click here.

Registration and Networking

Opening Remarks
Andrea Smith
, CAO, Bank of America, Charlotte Chamber Chair

By the Numbers
Rick Parsons, Author of "Investing in Banks: Strategies and Statistics for Bankers, Directors, and Investors"                                                       

Leadership in Financial Services  
Christine M. DeBiase, Executive Vice President, General Counsel, Brighthouse Financial
Sally Geaney, Senior Managing Director, TIAA
Christine P. Katziff, Corporate General Auditor, Bank of America
Moderator: Avery A. Simmons, Partner, Bradley

Break / Networking

Workforce Expansions - Growth and Talent in Charlotte
Laura Bowles, CFO, Movement Mortgage
Andy Kalbaugh, Managing Director, LPL Financial  
Anand Talwar, Deposits & Consumer Strategy Executive, Ally 
Moderator:  Dr. Jennifer Troyer, Senior Associate Dean of the Belk College of Business, UNC Charlotte

Mergers and Partnerships - Impacts on Insurance, Regulatory and Financial Services
Anthony DeFurio, CFO, Carolinas HealthCare System

The Client Experience
Anthony DeFurio, CFO, Carolinas HealthCare System
Dionne Nelson, President and CEO, Laurel Street
Dr. Frank Bonner, President, Gardner-Webb University
Tim Rogers, CFO, Continental Tire
Moderator: Suzanne Morrison, Commercial Banking Carolinas Division, Wells Fargo

Break / Networking

Capital Connection:
U.S. Senator Thom Tillis, Senate Banking Committee                          

Keynote Address: Leading by Example
Joe Gibbs, Pro Football Hall of Fame Coach & NASCAR Championship Team Owner

Closing Remarks
David Head, Managing Director, Grant Thornton, Summit Chair