Friday, January 12, 2018
Mohegan Sun Resort Casino, Uncasville, CT






BankWorld Schedule

New Leaders In Banking
Thursday, January 11, 2018

5:30 - 8:30PM
Awards Presentation & Banquet

 Generously Sponsored By:

Congratulation to the Class of 2018:

Matthew Morrell, Chelsea Groton Bank
Lori Heath, Collinsville Savings Society
Lucinda Longo, Connecticut Mutual Holding Company
Monica MacNeil, Dime Bank
Christopher Gauthier, Dime Bank
Ericka Winstead, Eastern Savings Bank
Eileen Engel, Liberty Bank
Jennifer Ives-Groebl, Litchfield Bancorp
Brian Fonck, Newtown Savings Bank
Erinn Young, PeoplesBank
Roger DelGiorno, Simsbury Bank
Todd Burton, Thomaston Savings Bank
Michele Bonvicini, Union Savings Bank
Xana Dolan, Webster Bank
Diane Crosby, Windsor Federal Savings and Loan

Friday, January 12, 2018

Exhibit Hall Open - Complimentary Continental Breakfast

8:00 - 9:30AM
SBA Meeting

9 – 9:45AM Concurrent Sessions

Data Analytics: Transforming Your Data into Meaningful & Actionable Metrics
Elizabeth Montanari, Product Manager, Business Intelligence, COCC
Session Room: Narragansett 1&2

Secure by Default: Optimizing Active Directory’s Group Policy
Michael Kannan, Senior Security Consultant, and Brian Brunelle, Senior Security Consultant, GraVoc Associates, Inc.
Session Room: Brothertown 

Creative ways to drive asset growth by leveraging mobile & digital channels; a practical guide to digital transformation
Evan Carl,General Manager – North American Partnerships, KONY
Session Room: Passamaquoddy

Fostering a Culture of Compliance/An Ineffective ERM Program Creates Loss
Sean Carter, President and CEO, NEACH
Session Room: Penobscot


10:15 – 11:00AM Concurrent Sessions

The Discipline of Growth
Tom Long, Founding Manager, The Long Group
Session Room: Narragansett 1 & 2

How Evolving Customer Expectations are Directing the Banking Experience
Christopher George, Senior Vice President, Client Strategies, NYMBUS
Session Room: Brothertown

VA’s, PT’s, and the FFIEC (oh my)
W Jackson Schultz, Senior IT Audit & Security Consultant, OCD Tech
Session Room: Penobscot

Breakout #4

11:30AM – 12:15PM Concurrent Sessions

Creating a Culture Shift to Embrace Entrepreneurship
Jay Tuli, EVP of Residential Lending and Retail Banking at Leader Bank / Founder of ZRent
Jessica Santana, VP of Product Development at Leader Bank / General Manager of ZRent
Session Room: Passamaquoddy

M&A Core IT Contract Negotiations: Why Planning Ahead Pays Off Big League
Aaron Silva, Founder, Paladin fs, LLC
Session Room: Brothertown

How Hungry Are You? Determining Your Risk Appetite
John H. Rogers, CISSP, Director of Advisory Services, Sage Data Security
Session Room: Penobscot

Breakout #4


Noon – 1:30PM
Complimentary Buffet Lunch & Visit the Vendors inside Exhibit Hall

12:15 - 1:15PM
CEO Lunch (Invitation Only)

1:30 – 2:15PM Concurrent Sessions

How does your bank rank in 2018?  How do your customer ratings compare to your local competition?
Who is rising, who is falling?
Bruce A. Paul, President & CEO, Customer Experience Solutions LLC
Session Room: Passamaquoddy

A Collaborating Workforce – How a new generation of leaders, employees, and customer want to work and collaborate
Ryan Patrick, Chief Technology Officer, BITS
Session Room: Penobscot

Breakout #3 

Breakout #4

Raffle Winners Announced

Exhibit Hall Closes

New Leaders Award - Recognizing Our Up and Coming Bankers!



Nominate a deserving collegue today!  Nominations close November 10, 2017!

If you have any questions or issues, please contact the CBA at

Joining us for the New Leaders award presentation? Want to get a head start on the Expo Friday morning? Reserve your room at Mohegan Sun now and enjoy a world class experience!


The group rate is $159.00 on January 11, 2018 & $249.00 on January 12, 2018

To make a room reservation by phone, contact Mohegan Sun’s group reservation line 1-866-708-1340. Please have the following information available:

Name of Group: Connecticut Bankers Association
Posted As: BankWorld
Group Code: CTBA18

The group rate is available until Friday, December 29, 2017. Thereafter, reservations are accepted on a space and rate availability.

Please note: Available inventory may sell out prior to cut off date.