2025 Annual Community Banking Conference
Join Baker Tilly this September in Huntington Beach for the Annual Community Banking Conference.
Founded by legacy firm Moss Adams and proudly carried forward by Baker Tilly, the Annual Community Banking Conference brings together influential voices from across the financial services landscape. This year marks an exciting new chapter as we unite under the Baker Tilly name to continue delivering bold insights and transformative ideas for the industry.
Tailored specifically for banking professionals like you, this year’s event will explore the most pressing issues facing the financial services sector, including:
- M&A trends
- Balance sheet and revenue enhancement strategies
- AI and automation
- Regulatory compliance
- Economic forecast
- Other emerging topics
CPE will be offered during the conference sessions. Baker Tilly looks forward to seeing you there!
For more information and to register, please redirect to the registration page here.
Agenda
Day one | Monday, Sept. 29, 2025
Registration & breakfast
8 AM–9 AM
Bottoms Up: Integrating shareholder value into your strategic plan
9:15 AM–10:30 AM
Adam Keefer, Managing Director, Piper Sandler
Peter Buck, Managing Director, Piper Sandler
Networking
10:30 AM–10:45 AM
How to enhance profitability and valuation by growing noninterest income
10:45 AM–12:00 PM
Jay D. Wilson, Senior Vice President, Mercer Capital
Lunch
12 PM–1 PM
Reimagining the bank tech stack in the age of AI
1:00 PM–2:15 PM
Al Dominick, Partner, Cornerstone Advisors
Networking
2:15 PM–2:30 PM
How might recent stablecoin legislations (GENIUS ACT and STABLE ACT) impact community banks and their treasury functions
2:30 PM–3:20 PM
Kenneth Goodwin, Managing General Partner and Founder, Jeanensis Ventures
Networking
3:20 PM–3:30 PM
Artificial intelligence
3:30 PM–4:20 PM
Patrick Dix, Vice President, Strategic Alliances, Shazam
Networking
4:20 PM–4:30 PM
U.S. Economic update
4:30 PM–5:30 PM
William T. Chittenden, President & CEO, SMU Cox School of Business
Cocktail reception & dinner
5:30 PM–9:00 PM
Agenda will be updated with sessions as they are confirmed.
Day two | Tuesday, Sept. 30, 2025
Breakfast
7 AM–8 AM
Breakout sessions
8 AM–8:50 AM
- Accounting track: Accounting, auditing and regulatory update
Brianna Brown, Senior Manager, Baker Tilly
Kassie Ecklund, Senior Manager, Baker Tilly - Risk track: Emerging credit risks trends and how to manage through uncertain times
Trang Sumpter, Director, Baker Tilly
Robert Loffink, Director, Risk Management, Banner Bank
Networking
8:50 AM–9:00 AM
Breakout sessions
9 AM–9:50 AM
- Accounting track: Navigation mergers & acquisitions accounting
Cole Schulte, Director, Wilary Winn - Risk track: Regulatory compliance hot topics
Noory Song, Director, Baker Tilly
Jocali Nakao, Senior Manager, Baker Tilly
Networking
9:50 AM–10 AM
Breakout sessions
10 AM–10:50 AM
- Accounting track: 2025 tax policy outlook
Kristine Hoeflin, Principal, Baker Tilly
Matthew Willis, Managing Director, Baker Tilly - Risk track: What to do when the regulators come calling?
Craig Miller, Attorney, Manatt
Networking
10:50 AM–11 AM
2025 Balance sheet strategies: The who, what and why?
11 AM–12 PM
Ryan Henley, Managing Director, Head of Financial Institutions Strategies, Stifel
End of conference
12 PM
Agenda will be updated with sessions as they are confirmed.
