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 21, 2022. The conference will take place LIVE 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 attendee safety, this year's event will be held to the best practices safety standards at the time of the show. Please don't delay getting your registration, as the conference will hit capacity quickly.
%20white.svg)
Breakfast, coffee & tea, mimosas & bloody mary bar
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, CEO and founder of Urban Labs and former 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, an award winning, tenured strategist in diversity & inclusion has sparked deep economic development and investment in urban entrepreneurship for over twenty years. In her most recent role as EVP and Regional President at Berkshire Bank, Malia worked to generate wealth for communities by expanding access to capital and spurring economic growth —especially in communities of color that have traditionally been left behind.
During her time at Berkshire, Malia evolved the $13 billion bank’s strategic focus beyond traditional community banking services to prioritize tangible community impact. She helped to diversify the board of directors; developed a suite of financial products and programs that support entrepreneurs of color; and launched ReevX Labs, a collaborative workspace and innovation hub for the urban start-up community.
Malia began her career as a political organizer and bridge-builder founding Mass VOTE, a state-wide voter engagement campaign. She has led culture-shifting campaigns for the actor and civil rights activist Harry Belafonte, as well as businessmen and philanthropists like Peter Lewis and George Soros.
Malia currently sits on the boards of the Massachusetts Business Roundtable, Revolutionary Spaces, Chica Project, Artist Asylum and the Nation Magazine Editorial Board. She was named one of Essence Magazine’s 50 founders to watch in 2017 and Boston Business Journal’s Women Who Mean Business in 2019.
Malia Lazu, an award winning, tenured strategist in diversity & inclusion has sparked deep economic development and investment in urban entrepreneurship for over twenty years. In her most recent role as EVP and Regional President at Berkshire Bank, Malia worked to generate wealth for communities by expanding access to capital and spurring economic growth —especially in communities of color that have traditionally been left behind.
During her time at Berkshire, Malia evolved the $13 billion bank’s strategic focus beyond traditional community banking services to prioritize tangible community impact. She helped to diversify the board of directors; developed a suite of financial products and programs that support entrepreneurs of color; and launched ReevX Labs, a collaborative workspace and innovation hub for the urban start-up community.
Malia began her career as a political organizer and bridge-builder founding Mass VOTE, a state-wide voter engagement campaign. She has led culture-shifting campaigns for the actor and civil rights activist Harry Belafonte, as well as businessmen and philanthropists like Peter Lewis and George Soros.
Malia currently sits on the boards of the Massachusetts Business Roundtable, Revolutionary Spaces, Chica Project, Artist Asylum and the Nation Magazine Editorial Board. She was named one of Essence Magazine’s 50 founders to watch in 2017 and Boston Business Journal’s Women Who Mean Business in 2019.
For three decades, Lisa J. Oliver has been a distinguished leader in the banking industry across New England and the Midwest. In 2017, Lisa joined The Cooperative Bank of Cape Cod (The Coop), as President and CEO, becoming the first female CEO in its100-year history. In 2020, Lisa was named the Bank’s first Chair of the Board of Directors. Lisa achieved 50-percent gender diversity on the Board of Directors and across the Bank’s senior leadership team, earning recognition from BankDirector Magazine as a top bank nationally for Board diversity.
At The Coop, Lisa’s notable accomplishments include driving profitable growth during her tenure with a 44-percent increase in assets to $1.3 billion in 2021, 29-percent growth in capital to $107 million and advancing more than $120 million in PPP loans to 1,500 businesses. Now, exclusively for the New England Women in Banking Conference, Lisa will delve into why banks need to take a closer look at their sales culture, and how women in the organizations can be direct drivers of success.
She will discuss the following:
To expand The Coop’s mission as a mutual bank, Lisa established The Cooperative Bank of Cape Cod Charitable Foundation Trust in 2018, which has distributed nearly $500,000 since inception to meet the fundamental needs and challenges of people across Cape Cod. In 2021, she oversaw the completion of a $13 million renovation of the Bank’s headquarters, creating a modern workspace to support a culture of employee collaboration, communication and engagement.
Throughout her career, Lisa’s philanthropic focus has been purposeful and enduring. She is a board member of The Cape Cod Foundation and Cape Cod Chamber of Commerce, where she serves as treasurer. In 2019, Lisa was appointed to the Board of Directors of the Massachusetts Bankers Association and received the Distinguished Citizens Award from The Cape Cod and Island Council Boy Scouts of America. She frequently speaks to business and civic organizations and was a panelist for Bank on Women’s 2021 discussion on gender diversity in the workplace. Lisa previously held volunteer leadership positions with the Rock & Roll Hall of Fame and American Heart Association, where she led the Go Red for Women campaign for 3 years.
Before joining The Coop, her career included 25 years of increasing leadership roles at KeyCorp, a $181 billion financial services institution where she led progressively larger teams and geographies across commercial, retail, and private banking disciplines. In her last role, she served as the Executive Vice President and National Executive for KeyCorp’s Business Banking Segment, driving client relationship strategies, efficiency, and innovation from Maine to Alaska.
Lisa is a graduate of Colgate University, where she studied International Relations and French. She also completed the Executive Leadership Program at Case Western Reserve University. Lisa, who is an avid gardener, lives on Cape Cod with her husband, Richard, and two black labs. They have two grown sons.
To expand The Coop’s mission as a mutual bank, Lisa established The Cooperative Bank of Cape Cod Charitable Foundation Trust in 2018, which has distributed nearly $500,000 since inception to meet the fundamental needs and challenges of people across Cape Cod. In 2021, she oversaw the completion of a $13 million renovation of the Bank’s headquarters, creating a modern workspace to support a culture of employee collaboration, communication and engagement.
Throughout her career, Lisa’s philanthropic focus has been purposeful and enduring. She is a board member of The Cape Cod Foundation and Cape Cod Chamber of Commerce, where she serves as treasurer. In 2019, Lisa was appointed to the Board of Directors of the Massachusetts Bankers Association and received the Distinguished Citizens Award from The Cape Cod and Island Council Boy Scouts of America. She frequently speaks to business and civic organizations and was a panelist for Bank on Women’s 2021 discussion on gender diversity in the workplace. Lisa previously held volunteer leadership positions with the Rock & Roll Hall of Fame and American Heart Association, where she led the Go Red for Women campaign for 3 years.
Before joining The Coop, her career included 25 years of increasing leadership roles at KeyCorp, a $181 billion financial services institution where she led progressively larger teams and geographies across commercial, retail, and private banking disciplines. In her last role, she served as the Executive Vice President and National Executive for KeyCorp’s Business Banking Segment, driving client relationship strategies, efficiency, and innovation from Maine to Alaska.
Lisa is a graduate of Colgate University, where she studied International Relations and French. She also completed the Executive Leadership Program at Case Western Reserve University. Lisa, who is an avid gardener, lives on Cape Cod with her husband, Richard, and two black labs. They have two grown sons.
There is nothing like the power of possibility that women bring to an organization. But how do you ensure that power is being encouraged, strengthened and given the freedom and support to grow? In this unique workshop, we’ll take attendees through a proven method of building a support structure and feedback culture in your banking organization.
Wolf and Co., one of the region’s top banking accounting and consulting organizations, has done just that, with its Women of Wolf group. Now, they’re bringing their experience and lessons to the New England Women in Banking Conference. Get ready, because this interactive workshop and panel discussion will provide guidance on how banking leaders and employee resource groups can help recruit and retain talent, strengthen employee development, and increase overall employee engagement and job satisfaction.
You’ll leave this year’s event with tangible, actionable ideas that you can take back and implement within your own company or community. You’ll work in groups during this session, and also be provided with take-away materials to create a safe and reliable community for women throughout your organization to network and support each other’s personal and professional development. You’ll learn to create a community where women -- regardless of level or location -- can support, network, and grow both personally and professionally. Find out what you can do to empower the women of your community to lift each other to new heights, and create the leaders of tomorrow within your own backyard.
Key Take-away’s you’ll learn:
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 KlariVis and past Executive Vice President and Chief Financial Officer of Valley Financial Corporation / Valley Bank -- 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 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 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).
Doesn’t it sometimes seem that women need magic to get everything done? Or maybe help in cutting through the illusions of work? That’s where Jeanette Andrews has the answers.
Through her years of researching magic history, magician and speaker Jeanette Andrews has developed specific magical methods for utilizing existing tools and strategies in unusual ways. Learn how to translate this nonlinear problem solving style to your banking career. Andrews teaches a magic effect based on Gestalt psychology and contemporary neuroscience that discusses how perceptual assumptions can help to create a desired effect. The presentation discusses what goes into creating a successful illusion and how perceptual assumptions can help to create a desired effect. Attendees will connect with each other via a fun, shared experience, while learning valuable techniques for crafting perceptions and disrupting expectations.
Jeanette Andrews is hailed as one of the most innovative illusionists in the world today and she has presented commissioned and site-specific for The Smithsonian's Cooper Hewitt, the International Museum of Surgical Science, and the Museum of Contemporary Art Chicago. Andrews has staged hundreds of sold-out and standing-room-only performances for Fortune 500 companies, theaters and universities across the United States, including Infiniti, Kraft, Thermo Fisher Scientific, Lyric Opera & Chicago Ideas Week. Her work explores how illusions construct reality and highlights astonishing aspects of everyday life via moments of the seemingly impossible. She is a prior artist in residence for High Concept Labs and The Institute for Art and Olfaction. Illusion is Ms. Andrews’ life’s work and her performances have been praised by the Chicago Tribune, PBS and the New York Times.
Jeanette Andrews is hailed as one of the most innovative illusionists in the world today and she has presented commissioned and site-specific for The Smithsonian's Cooper Hewitt, the International Museum of Surgical Science, and the Museum of Contemporary Art Chicago. Andrews has staged hundreds of sold-out and standing-room-only performances for Fortune 500 companies, theaters and universities across the United States, including Infiniti, Kraft, Thermo Fisher Scientific, Lyric Opera & Chicago Ideas Week. Her work explores how illusions construct reality and highlights astonishing aspects of everyday life via moments of the seemingly impossible. She is a prior artist in residence for High Concept Labs and The Institute for Art and Olfaction. Illusion is Ms. Andrews’ life’s work and her performances have been praised by the Chicago Tribune, PBS and the New York Times.
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.
