2026 Schedule at a Glance

Wednesday, October 7th

4:30 - 5:00 PM - NAIB & UAFS Executive Meeting, Executive Committee Members Only

5:00 - 6:00 PM - NAIB & UAFS Board Meeting, Board Members Only

6:30 - 9:00 PM - Pre-Conference Sponsor Reception and Dinner, Invite Only

6:45 - 7:30 AM - Breakfast

7:00 - 11:30 AM - Sponsor Marketplace - a networking space for our convention sponsors and participants

7:30 AM - 10:45 AM - Plenary Session

  • Welcome by Andrea Moss, President, NAIB

  • Driving Value Creation: Loan Portfolio and Business Line Strategies for Industrial Banks

    • Jim Chester, Keefe, Bruyette & Woods, A Stifel Company

    • Frazer Gieselmann, Stifel

  • ILC Executive Competition: Dynamics and Risks of an Unprecedented Demand Cycle

    • Moderated by Sherrie Rees, First Electronic Bank

    • J. Scott Perry, Chartwell Partners

    • Lauren Shurman, Mayer Brown

  • Scaling Communications for What Comes Next 

    • Amanda Deaver and Chris Smith, Upstream Strategic Communications

  • The New CRA Playbook: Strategies for Current and De Novo Industrial Banks

    • Introduction by Alisa Ruvinski, PwC

    • Moderated by Doyle Bartlett, Eris Group

    • Julie Buchholz, Nelnet

    • Karen Lockovitch, Oliver Wyman

    • Jason Price, WEX Bank

  • When AI Becomes the Workforce: Why Banking’s Cautious Start Could Lead to Rapid Adoption

    • Arlene Dzurnak, First Electronic Bank

    • Peyman Hesami, Spring Labs

    • Derek Higginbotham, Klaros Group

11:00 AM - 12:00 PM - CRA Committee Meeting

11:30 AM - 5:00 PM - Activities and Free Time

  • Golf Tournament at Mountain Dell Golf Course, Shotgun start at 11:30 am

  • Stein Erickson Spa, by appointment

  • Fly Fishing

  • Horseback riding

6:00 PM - Cocktail Reception & Hor d'oeuvres

7:00 - 9:30 PM - Golf Awards, Dinner, and Entertainment

Thursday, October 8th

Friday, October 9th

6:45 - 7:30 AM - Breakfast

7:30 - 11:00 AM - Sponsor Marketplace - a networking space for our convention sponsors and participants

7:30 - 11:45 AM - Plenary Session

  • Welcome from Jason Price, Vice President, NAIB

  • What Regulators Really Expect

    • Rae-Ann Miller, Intrafi

  • Fireside Discussion with Your Federal and State Regulators

    • Introduction by Michael A. Blum, Raisin

    • Paul Worthing, Federal Deposit Insurance Corporation

    • Shaun Berrett, Utah Department of Financial Institutions

    • Sandy O’Laughlin, Nevada Department of Business & Industry

    • Moderated by Andrea Moss, Edward Jones

  • The Next Chapter in Industrial Bank Funding

    • Moderated by Martha Ginder, Piper Sandler

    • Steve Spino, R&T Deposit Solutions

    • Tara Wensel, Deloitte

  • The Greatest Show on Earth: Do midterms really matter?

    • Mark Johnson, Toyota

  • DIDMCA Litigation and Legislative Update

    • Michael Galeano, Bread Financial

  • Post-midterm Congressional Scenarios: "The Good, The Bad, and The Ugly"

    • Moderated by Frank Pignanelli

    • Doyle Bartlett, Eris Group

    • Victoria Ellington, WEX Bank

    • Michael Galeano, Bread Financial

    • Phyllis Gurgevich, Nevada Bankers Association

    • Howard Headlee, Utah Bankers Association

    • Mark Johnson, Toyota

    • Lindley Jones, Nelnet

    • Eli Joseph, Edward Jones

  • Fintech Center Study and Partnership Update

    • Ryan Christiansen, Fintech Center at the University of Utah

    • Shannon Kelly, Celtic Bank 

  • Closing Remarks from Andrea Moss, President, NAIB

12:00 - 1:00 PM - Lunch & Departures

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