Sarah Getzlaff, ICBA Treasurer & CEO Security First Bank of North Dakota Sarah Getzlaff is treasurer for ICBA, and CEO of Security First Bank of North Dakota in Bismarck, N.D. A third-generation community banker, Getzlaff serves in many roles at ICBA. She is a member of the ICBA Executive Committee, board of directors and Federal Delegate Board. She serves on the Policy Development Committee and is the Executive Committee liaison to the Cyber and Data Security Subcommittee. She also serves as a member on the ICBA Consolidated Holdings and Services Network boards and as treasurer on the Reinsurance board. Active at the state and community level as well, Getzlaff serves on the board of The Independent Community Banks of North Dakota, on the Bismarck State College Foundation Board of Trustees, and is a trustee and president for the North Dakota Banks Benefit Trust. Getzlaff is a graduate of the University of St. Thomas, in St. Paul, Minn., where she earned a degree in Business Administration. She is a certified public accountant. She lives in Bismarck, N.D., with her husband and three children.
Kathy Moe, Regional Director, FDIC Kathy Moe is the Regional Director of the Federal Deposit Insurance Corporation (FDIC) San Francisco Region. As a 35-year veteran, Moe is directly responsible for the safety and soundness of insured deposits, evaluation of asset and liability management, lending, investment and corporate governance practices of 350 financial institutions in 11 Western States, plus the Pacific U.S. Territories. Leading in a regulated environment subject to economic fluctuations, while navigating complex interagency relations, provides Moe with a unique skill-set. Areas of expertise include, but are not limited to: real estate, commercial credit and investment markets, compliance and risk management, cyber security, anti money laundering, information technology, vendor management, consumer protection, mergers and acquisitions, and de novo applications Moe is recognized for pioneering an Emerging Technology Committee to address the rapid pace of innovation and technological changes facing regulators and the financial industry. She has led several transformational projects including the 2019 Chairman’s initiative on Supervision Modernization involving enhanced data utilization and technology to complete examinations and improve off-sight risk monitoring. In 2018, she led a corporate Field Office modernization project to redesign the work environment to promote a flexible and effective method for supervising the banking industry while also reducing costs. She serves as executive sponsor for the Field Supervisor Management Council within the FDIC, which represents 83 offices across the country. Kathy is an advocate for building partnerships and understands the needs of low and moderate-income households. She is an Executive Sponsor for the Partnership of Working Women, an Employee Resource Group established in the FDIC’s San Francisco Region. She was recently appointed to the FDIC’s Washington DC Hiring Committee and is a frequent speaker on banking and regulatory topics, risk management and consumer protection matters. Moe serves on the Board of Directors of the Pacific Bankers Management Institute and is a graduate of the Graduate School of Banking at the University of Colorado. She holds a Bachelor of Science in Finance from the University of Nebraska, and a certificate in Leadership and Management from the University of California at Berkeley.
Joey Spivey, Learning & Development Consultant, Shazam Building on his passion for personal and professional development, Joey grows SHAZAM’s social and formal learning culture. He consults with internal stakeholders to find development opportunities and build custom learning experiences. The result? A culture full of opportunity, in-depth product knowledge and authentic relationship building with our member community financial institutions.
James Nowak, VP Risk Management, United Bankers Bank James Nowak is Vice President of Risk Management. He received a Bachelor of Science degree in Finance from St. Cloud State University in St. Cloud Minnesota. James joined the United Bankers' Bank Securities team in 2002 after eight years of experience in the fields of Asset Liability Management and Economic Forecasting. During his banking career, he has worked for financial institutions as large as $5 billion in assets. James developed and manages ALMEdge®, UBB’s asset/ liability modeling product. This product is currently used by over 250 community banks in 13 states. James hosts an annual users group conference which regularly draws over 200 community bankers from around the upper Midwest. James is a former member of the faculty at the Graduate School of Banking at the University of Wisconsin, Madison, where he taught courses in Asset/Liability Management. He is a guest commentator on Fox9 news and WCCO radio on matters of finance and economics and is a regular on the national speaking circuit for many banking and industry associations and events. Nowak specializes in the topics of risk management and economics.
Scott Fieber, Cook Solutions Group Scott Fieber is the Chief Strategy Officer of Cook Solutions Group in Portland, Oregon, and has worked with Financial Institutions for over 10 years assisting them with their strategic direction. Prior to getting into the Financial Industry, Scott worked as the Systems Administrator for a criminal defense agency in Utah. His experience in technology and banking leads to a unique skill set which is needed when working with ever-changing financial technology and consumer experience. He started his career in the financial sector with the founding company of Interactive Teller Machines, uGenius Technology in Salt Lake City. Following the acquisition of uGenius in 2013 by the world’s leader in consumer transaction technology, NCR, Scott helped NCR grow their branch transformation footprint across the country. He has worked with financial institutions of all sizes, ranging from $10 million in assets to over $900 Billion. In 2015, Scott joined Cook Solutions Group in an effort to help build the company’s future with software enabled technology. Scott has helped hundreds of financial institutions develop strategic plans, implement them, and continually improve upon those processes. Today, Scott continues to work with financial institutions on all their strategic needs in a wide array of areas – consumer experience, improved efficiencies, secure connections, and reduced headaches. Scott and his wife, Brooke, own a Non-profit organization (Unlimit-Aid) which assists teenagers in Central America to find proper schooling and reduced gang involvement. They connect youth from all over the United States to the youth in Central America in an effort to lend perspective from both sides as they build the future of our world. When he isn’t knee deep understanding your business or helping teenagers, he can be found spending time with his wife, 2 boys, baby girl, mentoring the youth at his local church, or golfing.
Philip K. Smith, Gerrish Smith Tuck Mr. Smith is the President and a member of the Board of Directors of the Memphis-based law firm of Gerrish Smith Tuck, PC, and its affiliated bank consulting firm, Gerrish Smith Tuck Consultants, LLC. Mr. Smith’s legal and consulting practice places special emphasis on bank mergers and acquisitions, financial analysis, acquisition and ownership planning for boards of directors, strategic planning for boards of directors, regulatory matters, bank holding company formations and use, securities law concerns, new bank formations, S-corporations, going private transactions, trust preferred securities and other matters of importance to banks and financial institutions. He is a frequent speaker to boards of directors and a presenter at numerous banking seminars. He received his undergraduate business degree and Masters of Business Administration degree from the Fogelman School of Business and Economics at The University of Memphis and his law degree from the Cecil C. Humphreys School of Law at The University of Memphis. He is the author of a monthly electronic newsletter, The Chairman’s Forum Newsletter, which discusses key topics impacting financial institutions. Mr. Smith is a Summa Cum Laude graduate of the Barret School of Banking where he has been a member of the faculty. He has also served as a member of the faculty of the Pacific Coast Banking School, the Colorado Graduate School of Banking, the Southwestern Graduate School of Banking and the Wisconsin Graduate School of Banking.
Charles Potts, ICBA Charles E. Potts is executive vice president and chief innovation officer for the Independent Community Bankers of America® (ICBA). In this role Potts drives ICBA’s innovation initiatives, and financial technology strategies, working with ICBA leadership to develop impactful, value-added solutions that help community banks seize new market opportunities to meet customers’ evolving financial services’ needs. Potts’ extensive experience in banking and financial service firms provided the background Potts needed to start, co-found or lead various fintech start-ups including digital banking, mobile engagement, financial management and payments providers. Many had successful exits via IPO’s or acquisition via strategic acquirers. A frequent speaker at national trade shows and conferences, Potts previously served as executive managing director at First Performance Global, where he led international business and corporate development activities for its card-control and fraud alert platform. Before that he served as CEO for NetClarity, a start-up in the University of Florida’s Business Incubation Hub. Prior to ICBA, he worked at the Advanced Technology Development Center (ATDC), leading the fintech practice where he mentored startups as part of the Georgia Tech-based incubator. Charles attended the Georgia Institute of Technology, did his graduate studies at Georgia State University in Atlanta and attended the Graduate School of Banking at LSU. Potts, an avid masters runner, cyclist and soccer fan, lives with his wife in Atlanta, GA. They have a daughter who recently graduated from the University of North Carolina at Chapel Hill where she was a nationally ranked pole vaulter on the Track and Field team
Roger Jones, Hauser Jones & Sas
David Kantor, Stifel David Kantor works as a Managing Director in the Financial Institution Strategies Group. Mr. Kantor advises depositories nationwide on balance sheet management, financial projections, capital planning, and fixed income securities. His responsibilities also include developing and maintaining several analytical models designed to supplement the Fixed Income calling effort. Mr. Kantor joined Stifel in June 2013. Before joining Stifel, Mr. Kantor was a teacher at The Stanwich School in Greenwich Connecticut. Mr. Kantor graduated magna cum laude from The George Washington University where he received his B.A. in Psychology. Mr. Kantor also holds a Master of Arts in Teaching from Manhattanville College. Mr. Kantor and his wife Margaret live in Connecticut with their two children, Madeline and Isabelle.
Brad Tower, Phillips Burgess Government Relations Brad Tower is a second generation governmental affairs professional with more than 15 years’ experience in contract lobbying. The Olympia native has effectively advocated for a wide variety of interests in this state, including those of health care professionals and facilities, manufacturing companies, agricultural concerns, local governments, retail businesses, financial institutions, and victims of crime. An accomplished writer and regular contributor to numerous trade publications and the media, Brad maintains a year-round presence in the state capitol, nurturing relationships with legislative and administrative agency staff members. He is a recipient of the Association of Washington Business (AWB) Ron Gjerde Award for outstanding contributions to the business community by a lobbyist. In addition to lobbying, Brad has created a web-based legislative tracking and reporting service widely used by Washington’s top tier governmental affairs professionals (www.legitrak.org). He also contributes time in the community as a football coach for Thurston County Youth Football League and YMCA Flag Football, a regular blood donor, and an advisory board member for Raise for Rowyn, a nonprofit supporting families dealing with the death of a child. A High Honors graduate of the University of California at Santa Barbara, the recurrent political campaign volunteer is a repeat presenter on effective advocacy strategies and the role of lobbyists in public policy at the University of Washington’s Evans School of Public Affairs, the Jennifer Dunn Leadership Institute, and Seattle University School of Law.