Bank Leadership and Profitability Improvement

2025 Conference

Location: In-person
Start date:

8/25/2025 12:00 PM Eastern

End date:

8/28/2025 5:00 PM Eastern

Services: Audit, Consulting, Tax
Industries: Financial Services, Banking

Register now

Bank Leadership and Profitability Improvement Conference

Event details

Join your peers from across the U.S. at Pinehurst Resort in North Carolina for a two-day educational event focused on big-picture business issues centered on leadership and profitability. Combining the benefits of education with peer networking for banking industry executives, this event features presentations on key issues affecting the banking industry as well as the ability to network (and golf) with colleagues and business advisers.

Pinehurst consists of 10 18-hole golf courses, an 18-hole putting course, and a 9-hole short course. Group outings for this event will include Pinehurst No. 2 and No. 4, which are two of the top-ranked courses in the U.S.

Continuing professional education

Prerequisites: None
Delivery method: Group live
Advance preparation: None
Program level: Basic
Fields of study: Specialized knowledge, accounting, and economics
CPE hours: 7.0

As part of Stifel Fixed Income’s ongoing commitment to continuing professional education (CPE), all attendees can earn CPE credit for this group-live conference, which requires no prerequisites or advance preparation. Please note that each attendee must register individually and be present for a minimum of 50 minutes per session to receive one CPE credit.

Stifel Fixed Income is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPE certificates are distributed via email, and delivery may be impacted by your organization’s spam filter settings. If you do not receive your CPE certificate within 30 days, please email Christine Barraco with your name, program name and date, and a personal email address to request a replacement certificate.

CPE hours may vary based on final agenda.

Certificates will only be sent to the email address provided at registration and will be issued in the name used at time of registration.

For any questions, please contact Christine Barraco, [email protected].

Who should attend

C-suite professionals in audit and tax, consulting CFOs, chief accounting officers

Presenters

Kara Baldwin, Partner, Financial Services Audit Leader, Crowe
Mandi Simpson, Partner, Accounting Advisory & Finance Transformation Leader, Crowe
Kevin Brand, Partner, Consulting, Crowe
Sydney Garmong, Partner, National Office, Crowe
Mark Shannon, Partner, National Office, Crowe
JP Shelly, Partner, Audit & Assurance, Crowe
Kamal Hosein, Managing Director, Head of Fixed Income Strategy and Analytics, Stifel
Courtney Sandifer, Managing Director, Stifel
Ryan Henley, Managing Director, Head of Depository Strategies, Stifel
Craig Dismuke, Managing Director, Stifel
Jeff Rigsby, Managing Director, Stifel

Additional information

For additional information, please contact [email protected].