Jerry C. Walker
President and CEO
The Independent Community Bankers Association of New Mexico
Jerry Walker has held the position as President and CEO of the ICBA/NM since 1996. In his role he is responsible for and oversees the political, regulatory, educational, and administrative functions provided by the association to its members. Prior to this position, Walker was the President/CEO of the Association of Commerce and Industry of New Mexico. He is a former member of the New Mexico House of Representatives (elected in 1980 and reelected in 1982).
The Economy; Past, Trump, and Future
Dr. Stephen Happel
Keynote Speaker and Emeritus Professor of Economics
W. P. Carey School of Business, Tempe, AZ
Dr. Happel is a nationally recognized speaker on the current outlook for the U.S. and individual states' economies. Known for clear and factual presentations that incorporate lighthearted humor, he can engage any audience, and encourages people to think critically and question ideas being discussed. Dr. Happel earned a B.A. in mathematics and economics from the University of Missouri and attended Duke University where he earned an M.A. and a Ph.D. in economics. Dr. Happel is a long-time instructor at the Pacific Coast Banking School in Seattle and the Arizona Tax Institute.
Dodd Frank Update and Opportunities for Regulatory Relief
Rebeca Romero Rainey
Chairman and CEO
Centinel Bank of Taos, Taos, NM
Rebeca is a board member and past President of the Independent Bankers Association of New Mexico and is currently Immediate Past Chairman of the Independent Community Bankers Association of America (ICBA). She has recently been appointed as the incoming President and CEO for the ICBA. From 2009 through 2012 Rebeca served two terms on the FDIC Advisory Committee on Community Banking and in October of 2011 joined the Kansas City Federal Reserve District CDIAC for a two year term. In December 2009, she was called to the White House to meet directly with President Obama and Treasury Secretary Geithner to discuss lending practices and regulatory reform. In March of 2017 she met with President Trump and Secretary Mnuchin to discuss small business lending and regulatory reform for community banks. Rebeca is a graduate of Wellesley College and the Pacific Coast School of Banking.
Round Table Discussion
Adding Value Through Leadership
David P. Nowling
Senior Vice President
R.B. Slade & Associates, Denver, CO
David retired from the Federal Reserve Bank of Kansas City – Denver Branch after 31 years. He has a double major in Finance and Accounting from the University of Colorado, and a Master’s in Business Administration from Denver University. He completed the Graduate School of Banking at Colorado in 1999, and received a Certificate in Organizational Development in December 2001. Dave has served on the faculty at the GSBC for the last 14 years and is Leadership Chair and a faculty member in their Executive Development Institute. He is certified in Social & Emotional Intelligence and is certified to teach Crucial Conversations, Crucial Confrontations, and Crucial Accountability.
Cybersecurity and the Regulators!
Group Executive, FIS
Outsourced Managed Solutions
FIS, Phoenix, AZ
Ms. Pederson has spent the last 32 years supporting the financial services industry, specifically Banking. Rachel spent the early part of her career in the upper Midwest working for NSR in a sales capacity selling financial systems, item processing and ATMs. After 5 years in a sales role, Rachel moved to the back-office and spent 2 years working in a Savings Bank. After spending way too many winters in the cold, Rachel moved to Arizona and worked 10 years in an IT leadership capacity at First Interstate/Wells Fargo Bank. In 1999, Rachel became one of three principals to start ProNet Solutions, a company that was founded to empower small to mid-sized community banks to gain returns on their technology investments through IT banking-focused support, security and compliance related services.
In 2012, ProNet Solutions was sold to FIS Global Services and has become one of the fastest growing divisions within FIS, tracking 250% growth in the past 4 years. Rachel has become a key strategic leader within FIS and has now taken on additional responsibility for many different technology outsourcing solutions within FIS.
Rachel has been married for 27 years, has 2 children that are collegiate-level athletes and enjoys watching professional sports.
Rachel holds a BS degree in Business and Finance from the University of MN, Moorhead.
Cybersecurity and the Regulators!
Michael Kirby II
Head of FIS Cybersecurity Product Strategy
Head of FIS Managed Risk Services
FIS, Phoenix, AZ
Mr. Kirby began his career as a technology professional in public education. After 3 years of implementing and securing state-of-the-art technology solutions in public education he moved to the private sector and began working with a young entrepreneurial technology services company focused on the financial services industry. Mr. Kirby co-founded The ProNet Managed Security Solution, a unique full service Managed Security Service Provider with a focus on Financial Services.
Mr. Kirby has extensive experience building, leading and managing teams tasked with extremely difficult challenges or objectives. He has served as a capable senior executive, Chief Information Security Officer and is just as capable serving technical role’s within business.
Mr. Kirby is a frequent speaker at Financial Services seminars and conferences and a regular guest of bank board of director meetings seeking expert knowledge on cyber and information security threats to the banking industry.
Mr. Kirby has 6 years’ experience serving as a board member of the FBI’s Arizona InfraGard and has completed two terms as the Board Secretary. He has served as an adjunct professor at the community college level.
Mr. Kirby is an active volunteer with the Boy Scouts of America, is an Eagle Scout and a lifetime member of the National Eagle Scout Association.
He holds a BS degree in Information Technology with an emphasis in Network and Telecommunications from the University of Phoenix.
Embracing IT/IS Solutions for Community Banks
Anne Benigsen, CISSP
First Vice President of Information Security & Technology
Bankers' Bank of the West, Denver, CO
Anne has more than 20 years of experience in information technology, 10 years in information security, and 6 years in community and correspondent banking. Her passion is ensuring community banks are prepared for the rapid changes in cybersecurity, compliance and regulation. Anne’s alma mater is Bryn Mawr College, where she studied things that never became her profession..
Richard E. Bradfute - Panel Member
Director, Senior Vice President and Chief Information Officer
JP Stone Community Bank, Portales, NM
Richard has 26 years experience in Information Technology Management. Prior to banking, Richard worked for Eastern New Mexico University for 10 years in its Computer Services Division and taught for the university as an Instructor of Computer Information Systems (CIS).
Richard is an active member of the Federal Reserve’s Secure Payment Task Force, which is charged with the development of a framework that will guide security methods for current and future payments mechanisms.
Richard is actively involved the Independent Community Bankers Association of New Mexico and the Independent Community Bankers of America. He is a Past Chairman for the Western States School of Banking, and serves as an instructor of Information Systems Management.
Richard is a graduate of Eastern New Mexico University and the Western States School of Banking.
Tom Michelena - Panel Member
Executive Vice President and Chief Financial Officer
Western States Bank, Laramie, WY
Mr. Michelena joined Western States Bank in 2006. Tom began his banking career in 2002 at First Interstate Bank in Billings, Montana. While at First Interstate Bank, Mr. Michelena participated in every aspect of the bank ranging from Operations, a Management Trainee Program with extensive involvement in both consumer and commercial lending, and data processing. Most recently, Mr. Michelena helped coordinate the merger with Wyoming State Bank and Valley Bank and Trust totaling an asset size of $500 million. Mr. Michelena obtained his Bachelor’s Degree in Business at Montana State University in 2004. He completed his Executive MBA with the University of Wyoming in 2010. Tom participates in a wide variety of community service events for both personal and professional interest. In his free time, you can find Tom riding a Harley Davidson motorcycle.
Matt Nielsen - Panel Member
Vice President and Information Systems Manager
McCook National Bank, McCook, NE
Matt Nielsen is the Vice President/Information Systems Manager for McCook National Bank, a $330 million community bank located in Southwest Nebraska. Matt joined MNB in 2007 and also serves as the bank's Information Security Officer. He is a graduate of the University of Nebraska with a bachelor’s degree in Computer Science as well as a recent graduate of the Graduate School of Banking at the University of Wisconsin.
Brenden Smith - Panel Member
Director of Security
FirstBanks, Denver, CO
Brenden has over ten years’ experience, both hands-on in the field and overseeing the strategy and direction of the Security Department. His interests include conducting research on carding forums, hacking black markets, and all areas of hacking activity. Brenden is also a member of Google’s Hall of Fame for finding two different vulnerabilities in their applications.
Capital – Sources and Uses
Hunton & Williams, LLP, Dallas, TX
Peter is Practice Group Leader of the Financial Institutions Section and has counseled institutions on more than 150 M&A transactions, as well as provided representation on securities offerings, capital planning and hundreds of fair lending, civil money penalty and other enforcement actions. His group has been number one in M&A transactions since 2007 (according to SNL Financial). Representation includes advising the first and largest online auctioneer and broker of oil and gas properties in the United States; lead counsel in a merger of equals creating a $13 billion bank; representation of Bank of Cascades in the acquisition of 15 Bank of America branches; 2014 transaction of the year for the first successful topping bid for a community bank, and myriad compliance issues before all of the federal bank regulatory authorities, including the CFPB. He also testified before the Panel of the House Judiciary Committee regarding Operation “Choke Point” in July 2014. For the last 20 years, he has served as co-editor of ICBA’s Newsletter, "SUBCHAPTERS: THE NEXT GENERATION.” He is the author of numerous articles in law and banking publications. His article, “Acquisitions of Failed Banks – Present Risk and Opportunity,” was recognized by The Risk Managers Association Journal in 2011. He has spoken at over 300 banking conferences and seminars. Mr. Weinstock obtained his BA from the State University of New York in 1982, and his JD from the Duke University School of Law in 1985.
Zap the Gap: From Boomers to Linksters, Working with Multiple Generation
Bright, Funny, Delightfully Obnoxious Generational Humorist!
Meagan takes on generational issues with an insider’s perspective. She spent years in the corporate world working for companies like Quaker Oats and Kraft Foods. At each organization she became frustrated by the blinders her own managers seemed to have when it came to career development and training. Meagan began to research small and large businesses to uncover the most effective way to solve the multi-generational clash. Meagan does not just explain the differences between the generations; she demonstrates how to move from conflict to constructive conversations between generations.