Beyond Banking: Today’s Financial Services

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

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What will the future of banking look like? Client experience and customer expectations in a changing market are central in the conversation. Where technology and workforce intersect, hear what financial industry leaders in our region say about how it will impact the industry and your business. Secure your ticket today to join summit chair David Head, Grant Thornton on Nov 3.

Register today for the Charlotte Chamber’s 2017 Financial Services Summit and earn four hours of CPE certification offered by Grant Thornton. 


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