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Mid-Tier Retail Executive Forum

Our Mid-Tier Retail Executive Forum is a unique space for networking and advocacy of regulatory and industry issues impacting banks within the $10-$100 billion asset range. The Forum provides the Heads of Retail a platform to share insight on legislative and regulatory issues and discuss operational and management strategies.

Co-Chair: Cindy Purcell, Executive Vice President, Chief Strategy & Administration Officer, Banner Bank

Mark Beausoleil, Director of Retail Banking, Valley National Bank

Urich Bowers, Chief Consumer Banking & Strategy Officer, Northwest Bank

David Cameron, Executive Vice President, Personal and Business Banking, City National Bank

James Capolongo, Managing Director, Head of Banking, Barclays

Matt Emerson, Vice Chair, Chief Strategy Officer, Bank of Hawaii

Patrick Freeman, Senior Vice President, General Manager - Student Lending, Sallie Mae

Barbara Heinemann, Executive Vice President, Consumer Banking Director, Eastern Bank

Tony Kallingal, Executive Vice President, Chief Banking Officer, Mechanics Bank

Lindsay Lawrence, Executive Vice President, Chief Operating Officer, EverBank

Chad Mildren, Chief Consumer Banking Officer, United Bank​

Mandy Neeley, Chief Consumer Banking & Strategy Officer, First Financial Bank

Susan Pitts, Chief Operating Officer, Consumer Bank, Synovus Financial Corporation

Allyson Schlesinger, Executive Vice President, Head of Consumer Banking, Columbia Bank

Jimmy Stead, Chief Consumer Banking Officer, Frost Bank

Cindy Wolfe, Chief Banking Officer, Bank OZK

Co-Chair: Chris Van Steenberg, Executive Vice President, Chief Digital & Product Officer, First Horizon

Lucia Bellomia, Executive Vice President, Head of Retail Banking, Berkshire Bank

Karen Buck, EVP, Chief Administrative Officer, EagleBank

Matt Cammarota, Senior Vice President, Director of Consumer Lending, Liberty Bank

Derek Caswell, Executive Vice President, Marketing & Products, MidFirst Bank

Jason Forman, Executive Vice President, Director of Consumer Banking, S&T Bank

James Griffin, EVP, Head of Consumer Banking, Webster Bank

Olga Hoff, Exectuive Vice President, Director of Enterprise Retail Banking, Zions Bancorp

Patricia Kellerhals, Executive Vice President, Director of Core Retail Banking, Commerce Bank

Peg McCarthy, EVP, Chief Retail Banking Officer, Rockland Trust

Jennifer Mott, Executive Vice President, Retail Banking Executive, WesBanco

Shawn O'Brien, Consumer Banking Group Executive, Atlantic Union Bank

John Rosenfeld, President, Jenius Bank

Rodney Shepard, Chief Customer Experience Officer, Arvest Bank

Brent Tischler, CEO, Community Banking, Old National Bank

Steven Zandpour, Executive Vice President, Director of Consumer & Business Banking, Associated Bank

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