New Date: October 22, 2021
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About the Conference

Women Take the Lead

It’s a new day for women leaders at banks, mortgage companies & credit unions. Come share this one-day conference where women take the lead on Friday, October 16, 2020. The conference will take place at the oceanfront Wyndham Newport Hotel. You'll see a stellar array of accomplished women leaders from throughout the region, as well as special keynote presenters. ​This is the only event specifically designed for all women in the banking, credit union, and mortgage professions throughout New England, and you don't want to miss this amazing opportunity.

IMPORTANT: Because of our commitment to social distancing, this year's event will be limited to no more than 100 attendees. Please don't delay getting your registration, as the conference will hit capacity quickly.

October 22, 2021
8:00 am — 3:00 pm
Wyndham Newport Hotel
240 Aquidneck Ave.
Middletown, RI 02842
Book your stay
Inspirational Leaders

2021 Speakers

Anne Tangen
Anne Tangen
President
BankFive
Lhakpa Sherpa
Lhakpa Sherpa
Mt. Everest Record Holder
Kim Snyder
Kim Snyder
President
Klarivis
Emme
Emme
Supermodel, Entrepreneur, Advocate
Malia Lazu
Malia Lazu
EVP, Chief Experience & Culture Officer
Berkshire Bank
Kathy Underwood
Kathy Underwood
President & CEO
Ledyard Bank
New England Women In Banking Lineup of Events

2021 Agenda

8:00 am — 8:30 am

Registration & Networking

Breakfast
Coffee & Tea
Mimosas & Bloody Mary Bar

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8:45 am — 8:55 am

Welcome & Opening Remarks

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8:55 am — 9:40 AM
Opening Keynote

The Path to Presidency

For women in banking, getting a seat in the C-Suite is often a tantalizing but unattained goal. Women still make up a minority of senior executive positions at bank and credit unions throughout the region. That makes reaching the top spot difficult, but not impossible. Just ask Anne Tangen, the new President and CEO of BankFive.

What are the lessons she’s learned as she’s made her way to the top? What are the pitfalls to avoid, and the paths to blaze? Join us for this inspirational opening to this year’s New England Women in Banking conference.

Anne Tangen
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Anne Tangen

President
BankFive

Ms. Tangen comes to BankFive from The Cooperative Bank of Cape Cod where she was the Chief Operating Officer and Chief Information Officer. There her responsibilities ranged, overseeing the bank’s technology, security, project management, bank operations and customer assistance. Prior to that she held a variety of positions at both Fidelity Investments and State Street Bank. Ms. Tangen is a graduate of the University of Vermont with a BA in Economics.

Presented By:

Anne Tangen

President
BankFive

Ms. Tangen comes to BankFive from The Cooperative Bank of Cape Cod where she was the Chief Operating Officer and Chief Information Officer. There her responsibilities ranged, overseeing the bank’s technology, security, project management, bank operations and customer assistance. Prior to that she held a variety of positions at both Fidelity Investments and State Street Bank. Ms. Tangen is a graduate of the University of Vermont with a BA in Economics.

Anne Tangen
9:45 am — 10:30 am
Morning Inspiration

Making It To the Top of the World

Women in the workplace often think about what it takes to reach the top of their profession. But for Lhakpa Sherpa, the question is: What does it mean to be at the top of the world?

This Nepalese native’s story is an inspiration to every working woman, and to every person who’s ever sacrificed for their children. Lhakpa Sherpa moved to Connecticut years ago to start and raise a family. But without being able to read English or speak it well, she works in jobs that seem to make her invisible to others: custodial service at Subway, housekeeping, clerking and cleaning at Whole Foods. Any job that puts food on the table for her children.

But Lhakpa Sherpa isn’t an ordinary woman. She is one of the most skilled athletes in the world. And, with nine successful expeditions so far, she holds the Guinness Book of World Records for summiting Mt. Everest more times than any other woman (and most men).

We’re proud to welcome Lhakpa Sherpa to this year’s event, as she shows how the power of perseverance, the power of passion, and the power of love have shaped her life and allowed her to not only become the most accomplished summiteer of Everest in history, but to also have provided a life she only dreamed of for her daughters.



Lhakpa Sherpa
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Lhakpa Sherpa

Mt. Everest Record Holder

The headline in Outside magazine says it all: “The Most Successful Female Everest Climber of All Time Is a Housekeeper in Hartford, Connecticut.” Living with her two young girls in West Hartford, Conn., Lhakpa Sherpa takes any job available to keep food on the table for her children. But she is also one of the most accomplished athletes in the world. She has not only climbed, but has actually summited Mount Everest 9 times. She is the female World Record holder for Mount Everest summits. Lhakpa was the first Nepali woman to summit Everest successfully and return alive. Lhakpa was born in Nepal and grew up in the shadow of Mount Everest, so being a Sherpa is literally in her name and in her blood. She has seen both triumph and tragedy on the mountain, beginning in the year 2000, when she summited Everest for the first time. Since then, she has returned to the mountain again and again, and has never had a failed attempt at summiting. She has climbed from both the Nepali side from the South, and the Tibetan side from the North, and has been successful at leading teams to the summit from both sides.

Presented By:

Lhakpa Sherpa

Mt. Everest Record Holder

The headline in Outside magazine says it all: “The Most Successful Female Everest Climber of All Time Is a Housekeeper in Hartford, Connecticut.” Living with her two young girls in West Hartford, Conn., Lhakpa Sherpa takes any job available to keep food on the table for her children. But she is also one of the most accomplished athletes in the world. She has not only climbed, but has actually summited Mount Everest 9 times. She is the female World Record holder for Mount Everest summits. Lhakpa was the first Nepali woman to summit Everest successfully and return alive. Lhakpa was born in Nepal and grew up in the shadow of Mount Everest, so being a Sherpa is literally in her name and in her blood. She has seen both triumph and tragedy on the mountain, beginning in the year 2000, when she summited Everest for the first time. Since then, she has returned to the mountain again and again, and has never had a failed attempt at summiting. She has climbed from both the Nepali side from the South, and the Tibetan side from the North, and has been successful at leading teams to the summit from both sides.

Lhakpa Sherpa
10:45 am — 11:30 am
Morning Insight

The Data that Drives Success

Banks and credit unions have massive amounts of data about their customers, markets, products and services, and using that data should be at the top of your institution’s strategic priorities. But finding the most efficient way to access and use that data effectively continues to be a challenge for many. That’s why this important session—led by Kim Snyder, president of KBS Results and Klarivis -- will focus on strategies designed to help you leverage your data more effectively to increase wallet share, create organizational efficiencies, affirm your place in the market and create new franchise value.

Kim Snyder
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Kim Snyder

President
Klarivis

Kim Snyder is the founder and CEO of Roanoke, Va.-based KlariVis, a proprietary data analytics company designed by bankers for bankers. Prior to founding KlariVis, Kim was the founder and president of KBS Results, a management consulting firm for the financial institution industry. Additionally, she was EVP and CFO of Valley Financial Corporation/Valley Bank, a $900m publicly traded bank in Roanoke, Virginia for 10 years. She was instrumental in the success of the Bank which led to the acquisition by BNC Bancorp at a 173% premium to tangible book value in June 2015. 

Kim is involved in many professional associations including serving as the CFO Forum Facilitator at the Tennessee Bankers Association, as well as working as a faculty member at the Virginia Bankers Association Bank Management School. She has spoken at many industry conferences such as Bank Director’s Acquire or Be Acquired Conference, ABA’s Conference for Community Bankers and ICBA Live.

She earned a Bachelor degree in Accounting from James Madison University and continued her education at University of Pennsylvania with the American Bankers Association (ABA) Stonier Graduate Wharton School Leadership Program and ABA Stonier Graduate School of Banking.She is a Chartered Global Management Accountant and Certified Public Accountant (CPA).

Presented By:

Kim Snyder

President
Klarivis

Kim Snyder is the founder and CEO of Roanoke, Va.-based KlariVis, a proprietary data analytics company designed by bankers for bankers. Prior to founding KlariVis, Kim was the founder and president of KBS Results, a management consulting firm for the financial institution industry. Additionally, she was EVP and CFO of Valley Financial Corporation/Valley Bank, a $900m publicly traded bank in Roanoke, Virginia for 10 years. She was instrumental in the success of the Bank which led to the acquisition by BNC Bancorp at a 173% premium to tangible book value in June 2015. 

Kim is involved in many professional associations including serving as the CFO Forum Facilitator at the Tennessee Bankers Association, as well as working as a faculty member at the Virginia Bankers Association Bank Management School. She has spoken at many industry conferences such as Bank Director’s Acquire or Be Acquired Conference, ABA’s Conference for Community Bankers and ICBA Live.

She earned a Bachelor degree in Accounting from James Madison University and continued her education at University of Pennsylvania with the American Bankers Association (ABA) Stonier Graduate Wharton School Leadership Program and ABA Stonier Graduate School of Banking.She is a Chartered Global Management Accountant and Certified Public Accountant (CPA).

Kim Snyder
11:45 am — 1:00 pm
Awards Luncheon

Sandra J. Pattie Distinguished Leadership Awards Luncheon

Join us for this special awards luncheon honoring women who’ve made an exceptional mark on the region’s banking industry.

Kathy Underwood
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Kathy Underwood

President & CEO
Ledyard Bank

This year, we’re proud to honor Kathy Underwood, President and CEO of New Hampshire’s Ledyard Bank. Leading Ledyard since 2005, Kathy is a powerful voice for the banking industry.

She served two terms on the Board of Directors of the Federal Reserve Bank of Boston and was the Chair of the Fed Board’s Audit Committee. Additionally, her role included acting as a liaison between New England’s regional banks and the central bank. In that capacity, she represented the concerns of banks in all six New England states, and reported on their economic health as well as the health of the overall regional economy. Earlier this year, she was appointed to the Federal Reserve’s First District Community Depository Institutions Advisory Council (CDIAC).

She is a past chair of the New Hampshire Bankers Association. She is also the current Treasurer of, and serves on the Executive Committee for, the Independent Community Bankers Association, a national trade group. Underwood was named ICBA’s 2017 Community Banker of the Year for the Eastern region and was recognized as Community Banker of the Year in 2015 by the New Hampshire Bankers Association. In 2019, she was named as one of Banking New England magazine’s Women of FIRE (finance, insurance and real estate).

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Kathy Underwood

President & CEO
Ledyard Bank

This year, we’re proud to honor Kathy Underwood, President and CEO of New Hampshire’s Ledyard Bank. Leading Ledyard since 2005, Kathy is a powerful voice for the banking industry.

She served two terms on the Board of Directors of the Federal Reserve Bank of Boston and was the Chair of the Fed Board’s Audit Committee. Additionally, her role included acting as a liaison between New England’s regional banks and the central bank. In that capacity, she represented the concerns of banks in all six New England states, and reported on their economic health as well as the health of the overall regional economy. Earlier this year, she was appointed to the Federal Reserve’s First District Community Depository Institutions Advisory Council (CDIAC).

She is a past chair of the New Hampshire Bankers Association. She is also the current Treasurer of, and serves on the Executive Committee for, the Independent Community Bankers Association, a national trade group. Underwood was named ICBA’s 2017 Community Banker of the Year for the Eastern region and was recognized as Community Banker of the Year in 2015 by the New Hampshire Bankers Association. In 2019, she was named as one of Banking New England magazine’s Women of FIRE (finance, insurance and real estate).

Kathy Underwood
1:00 pm — 1:45 pm
General Session

How To Be a Leader in Economic Equality

The world is awash in minority groups and the disenfranchised demanding to be heard. The banking industry – and community banks and credit unions in particular – can play a leading role in bringing about sustainable change that invites everyone to be part of economic liberation. We’ll hear from Malia Lazu, EVP and Chief Experience and Chief Culture Officer at Berkshire Bank, about how each of our institutions can be a voice for economic justice, and tactics that can bring about lasting effect.

Malia Lazu
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Malia Lazu

EVP, Chief Experience & Culture Officer
Berkshire Bank

In 2019, Berkshire Bank tapped longtime community organizer and activist, Malia Lazu as its new executive vice president, chief experience and culture officer. Lazu heads up Berkshire’s diversity and inclusion work, including the implementation of its Be FIRST Initiative.

For over 20 years, Lazu has worked to profoundly shift culture and transform cities and organizations to make them more reflective of and responsive to the communities they serve. Beginning her work as an organizer in Boston at the young age of 19 years old, she worked with politicians, activists, and community members to shift the voting landscape of the city.

Lazu has had a long and impressive career in the city of Boston and beyond, having served as a senior advisor and organizer for actor and philanthropist Harry Belafonte where she led efforts to decrease youth violence in marginalized communities. She then went on to start her social impact firm Urban Labs.

Inspired by her work as a culture creator, Berkshire Bank hired Lazu to lead their diversity and inclusion initiatives, both internally and externally. She was instrumental in the recent launch of the Be FIRST initiative, which aims to employ a range of community-centric products and programs to solidify Berkshire Bank’s service as a community bank. These programs include internships that help to build a pipeline into the company and a new storefront program that provides a meeting space for entrepreneurs.

Presented By:

Malia Lazu

EVP, Chief Experience & Culture Officer
Berkshire Bank

In 2019, Berkshire Bank tapped longtime community organizer and activist, Malia Lazu as its new executive vice president, chief experience and culture officer. Lazu heads up Berkshire’s diversity and inclusion work, including the implementation of its Be FIRST Initiative.

For over 20 years, Lazu has worked to profoundly shift culture and transform cities and organizations to make them more reflective of and responsive to the communities they serve. Beginning her work as an organizer in Boston at the young age of 19 years old, she worked with politicians, activists, and community members to shift the voting landscape of the city.

Lazu has had a long and impressive career in the city of Boston and beyond, having served as a senior advisor and organizer for actor and philanthropist Harry Belafonte where she led efforts to decrease youth violence in marginalized communities. She then went on to start her social impact firm Urban Labs.

Inspired by her work as a culture creator, Berkshire Bank hired Lazu to lead their diversity and inclusion initiatives, both internally and externally. She was instrumental in the recent launch of the Be FIRST initiative, which aims to employ a range of community-centric products and programs to solidify Berkshire Bank’s service as a community bank. These programs include internships that help to build a pipeline into the company and a new storefront program that provides a meeting space for entrepreneurs.

Malia Lazu
1:45 pm — 2:30pm
Closing Keynote Presentation

When Opportunity (Inspiration) Knocks

No more self-destructive talk and poor behavior blocking a passionate and mission filled life! When opportunities suddenly pop up, Emme – the nation’s first plus-sized supermodel -- encourages you to step into them with a resounding "hell yes," most especially when we don't feel qualified! "Opportunities just don't show up out of the blue, it's a little shoulder tap to stretch ourselves to another level, to learn and grow," she says. Emme shares her journey and how it taught her to embrace tough times, to reevaluate with whom we hang, engage in business and how important carving time out every day for peace and quiet, alone.

Isn't it time to live the life you are meant to live instead of the life you feel you should be living? Get ready to be inspired, gain the courage to leap into new challenges and learn through laughter and possibly some tears, how to turn fear into a friend to fuel our future.

Emme
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Emme

Supermodel, Entrepreneur, Advocate

Known for over two decades as the award winning, iconic American supermodel and trusted voice in the fashion, wellness, beauty and news industries, Emme is globally recognized as an innovative social reformer for women’s empowerment and positive body image.

A TV personality, brand spokesperson, TV and podcast host, consultant, author, Revlon spokeswoman, keynote, creative director of her clothing lines, Emme’s message is clear – “to awaken the inner magnificence inherent in each of us, to be whole.”

She is the first celebrity body image and self esteem champion invited to speak before a Congressional subcommittee in Washington, D.C. with a mission to increase public awareness of the dangers of eating disorders and poor body image for women, girls, men and boys.  

Named in 2018 by Oprah Magazine as the Godmother of the full figured industry, a TEDx presenter, Emme has twice been selected to People Magazine’s "50 Most Beautiful People" and Ladies’ Home Journal chose her as one of the "Most Important Women in America" and one of the "Most Fascinating Women of the Year." She has also been honored as one of Glamour magazine’s "Women of the Year" and as one of Biography magazine’s “25 Most Influential Women”.  Emme is a long time Ambassador to The National Eating Disorders Association, board member of the Model Alliance, honorary board member of Project Heal, and Kent School Trustee.

Emme is a sought-after media, healthcare, marketing and retail consultant, tapping into her invaluable insight from her 30 years in the TV, fashion and beauty industries. She is dedicated to positive body image and celebrating a woman's body and is frequently interviewed by the media. Emme has authored five books translated in a variety of languages, “True Beauty" (Putnam), “Life’s Little Emergencies" (St Martin’s Press), “Morning Has Broken" (Penguin), “What Are You Hungry For?” (Harper Collins), and Chicken Soup for The Soul book series: “Curvy and Confident: 101 Stories of Loving Yourself and Your Body.”

Presented By:

Emme

Supermodel, Entrepreneur, Advocate

Known for over two decades as the award winning, iconic American supermodel and trusted voice in the fashion, wellness, beauty and news industries, Emme is globally recognized as an innovative social reformer for women’s empowerment and positive body image.

A TV personality, brand spokesperson, TV and podcast host, consultant, author, Revlon spokeswoman, keynote, creative director of her clothing lines, Emme’s message is clear – “to awaken the inner magnificence inherent in each of us, to be whole.”

She is the first celebrity body image and self esteem champion invited to speak before a Congressional subcommittee in Washington, D.C. with a mission to increase public awareness of the dangers of eating disorders and poor body image for women, girls, men and boys.  

Named in 2018 by Oprah Magazine as the Godmother of the full figured industry, a TEDx presenter, Emme has twice been selected to People Magazine’s "50 Most Beautiful People" and Ladies’ Home Journal chose her as one of the "Most Important Women in America" and one of the "Most Fascinating Women of the Year." She has also been honored as one of Glamour magazine’s "Women of the Year" and as one of Biography magazine’s “25 Most Influential Women”.  Emme is a long time Ambassador to The National Eating Disorders Association, board member of the Model Alliance, honorary board member of Project Heal, and Kent School Trustee.

Emme is a sought-after media, healthcare, marketing and retail consultant, tapping into her invaluable insight from her 30 years in the TV, fashion and beauty industries. She is dedicated to positive body image and celebrating a woman's body and is frequently interviewed by the media. Emme has authored five books translated in a variety of languages, “True Beauty" (Putnam), “Life’s Little Emergencies" (St Martin’s Press), “Morning Has Broken" (Penguin), “What Are You Hungry For?” (Harper Collins), and Chicken Soup for The Soul book series: “Curvy and Confident: 101 Stories of Loving Yourself and Your Body.”

Emme
2:30 pm — 3:00 pm

Conference Wrap Up

Thank you to all of our attendees, speakers and sponsors.

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Thank you to our sponsors:

Banking New England
Interested in becoming a sponsor of New England Women in Banking?
Take a look at the sponsorship opportunities.

Newport, Rhode Island

Business or pleasure?
Come for the conference on Friday and stay for the weekend to enjoy the beautiful and historic coastal town of Newport. Enjoy discounted room rates when you book through us.

Wyndham Newport Hotel
240 Aquidneck Ave,
Middletown, RI 02842

New England Women in Banking

October 22, 2021
*Please note, there is a limit of 100 attendees max due to our commitment to social distancing. Tickets are first come, first serve.
Produced By

American Business Media

345 North Main St., Suite 313
West Hartford, CT 06117

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