Shield Client Connect
SEPTEMBER 22-24 • NASHVILLE, TN
AGENDA
Tuesday 9/22 - Optional Training Day
8:30 AM - 6:30 PM
Registration
8:30 - 9:15
Continental Breakfast
9:00 - 12:00
12:00 - 12:45
Lunch
12:45 - 1:15
(A) Engage: Planning for the Future
Melissa Timmer, Tony Repanich
1:15 - 3:45
(B) Engage: Optimizing your Application Experience
Melissa Timmer
12:45 - 2:00
Ryne Cornacchia (Wolf & Company)
2:00 - 2:15
Break
2:15 - 3:45
(D) When Money Moves
Tony Repanich
5:00 - 7:00
Welcome Reception
Ella's Bar & Restaurant
Sponsored by Empyreal Logistics
8:15 AM - 4:15 PM
Registration
8:15 - 9:00
Breakfast
9:00 - 9:05
Welcome
Richard Drennen
9:05 - 9:15
Opening Remarks
Tony Repanich
9:15 - 10:15
Understanding the New Federal Landscape
Saphira Galoob (USCR)
Moderated by Tony Repanich
10:15 - 10:30
Break
10:30 - 10:45
Operator Survey Results
Tony Repanich
Sponsored by Emerald Intel
10:45 - 11:15
Banker Case Study: Program Evolution
Justin Pilgrim (KeyPoint Credit Union)
Stephanie Baer
11:15 - 12:15
Banker Round Table (Session 1)
Jenna Meyer
12:15 - 1:00
Lunch
1:00 - 1:30
Benchmark Study
Cami Cantrell
Jenna Meyer
1:30 - 2:00
Industry Licensing Trends
Ed Keating (Emerald Intel)
2:00 - 2:45
Bank Regulatory and Risk Panel
Chris Van Dyck (Cogent Law)
Scott Moskol (Blank Rome)
2:45 - 3:00
Break
3:00 - 3:30
Banker Case Study: MSB
Robert Boyda (Needham Bank)
David Nonis (Needham Bank)
Melissa Timmer
3:30 - 4:15
Lending Partnerships
Terry Mendez (Safe Harbor Financial Group)
Ted Robinson (CTrust)
Scott Moskol (Blank Rome)
Moderated by Tony Repanich
4:15 - 4:30
Day 1 Closing Remarks and Event Instructions
Richard Drennen
6:00 - 9:00
Client Appreciation Event - Whiskey River Saloon Rooftop Deck
Dinner, line dancing, and mechanical bull riding
Sponsored by Wolf & Company, P.C.
Wednesday 9/23
Client Appreciation Event: Whiskey River Saloon
Join us for an evening of dinner, drinks, and mechanical bull riding in the heart of Music City. We'll have exclusive access to the rooftop bar at one of Nashville's premier honky-tonks on Broadway, where a buffet dinner and open bar will be available throughout the evening. Dinner will be followed with a line dancing lesson led by New Boots Line Dancing.
Whiskey River Saloon is located three blocks from the Hyatt Centric. Get directions
111 BROADWAY, NASHVILLE, TN • NASHVILLE, TN
Thursday 9/24
8:15 - 9:00
Breakfast
9:00 - 9:15
Welcome Back
Richard Drennen
9:15 - 10:00
Leading During Times of Uncertainty + Fireside Chat
Honorable Rodney Hood
Moderated by Tony Repanich
10:00 - 10:15
Break
10:15 - 11:15
Understanding Digital Assets
Mike Gallagher (VersaBank)
11:15 - 12:00
Banker Round Table (Session 2)
Jenna Meyer
12:00 - 12:30
Lunch
12:30 - 1:15
What’s Next for Track and Trace
David Eagleson (Metrc)
Moe Afaneh (BT Government)
Moderated by Tony Repanich
1:15 – 1:35
Engage: Shield Capture
Jenna Meyer
1:35 – 2:30
Product Roadmap
Jenna Meyer
Jennifer Oline
Tony Repanich
2:30 - 2:45
Closing Remarks and Prize Drawing
Must be present to win prize drawing
Richard Drennen
SPEAKERS
.jpg)
SPONSORS
Hyatt Centric Downtown Nashville
210 MOLLOY ST • NASHVILLE, TN
Experience the pride, soul and beat of Nashville in the heart of SoBro. Just two blocks south of Broadway, this boutique hotel is close to the Country Music Hall of Fame and Music City Center. Walk along the rooftop pool and see downtown spread out around you, and create unforgettable moments as you immerse yourself in the vibrant nightlife and Southern cuisine.