LIVE! Friday, October 21, 2022
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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 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.

October 21, 2022
8:00 am — 3:00 pm
Wyndham Newport Hotel
240 Aquidneck Ave.
Middletown, RI 02842
Booking link coming soon
Inspirational Leaders

2021 Speakers

2022 speakers coming soon.
Anne Tangen
Anne Tangen
President
BankFive
Lhakpa Sherpa
Lhakpa Sherpa
Mt. Everest Record Holder
Emme
Emme
Supermodel, Entrepreneur, Advocate
Kathy Underwood
Kathy Underwood
President & CEO
Ledyard Bank
Megan Marsh
Megan Marsh
Co-Founder
Keystone Alliance Mortgage
Molly Boesel
Molly Boesel
Principal Economist
CoreLogic
New England Women In Banking Lineup of Events

2021 Agenda

2022 agenda coming soon.
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 – 11:45 AM

Doing The Economic Twist: What A Beat

Economic forecasting during a pandemic is like dancing on an oil slick. What’s motivating consumers? Will businesses flourish or fail? Is the residential home market in a sustained rise, or rising in a bubble about to burst? We’re bringing in Molly Boesel, principal economist at CoreLogic, to help us make sense of the data and point us in the right direction for our institutions.

Molly Boesel
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Molly Boesel

Principal Economist
CoreLogic

Molly Boesel holds the position of Principal Economist in the Office of the Chief Economist at CoreLogic, where she is responsible for analyzing and forecasting housing and mortgage market trends, including the single-family rental market. She has a depth of expertise in mortgage market analysis, model development and risk analysis in the housing finance industry.

Boesel is a frequent speaker at leading industry events and contributor to several industry publications. Her original research blogs for the CoreLogic Insights blog are frequently picked up in national and trade publications and are leveraged as news pieces.

She has more than 20 years of experience of expertise in mortgage market analysis, model development and risk analysis in the housing finance industry. Molly previously worked at both Fannie Mae and Freddie Mac where she focused on market forecasts and risk management.

Presented By:

Molly Boesel

Principal Economist
CoreLogic

Molly Boesel holds the position of Principal Economist in the Office of the Chief Economist at CoreLogic, where she is responsible for analyzing and forecasting housing and mortgage market trends, including the single-family rental market. She has a depth of expertise in mortgage market analysis, model development and risk analysis in the housing finance industry.

Boesel is a frequent speaker at leading industry events and contributor to several industry publications. Her original research blogs for the CoreLogic Insights blog are frequently picked up in national and trade publications and are leveraged as news pieces.

She has more than 20 years of experience of expertise in mortgage market analysis, model development and risk analysis in the housing finance industry. Molly previously worked at both Fannie Mae and Freddie Mac where she focused on market forecasts and risk management.

Molly Boesel

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).

Presented By:

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

Mental Warfare For Women

Courage starts with showing up and allowing others to see you. But first, you have to become great at listening to criticism, being humble and lowering your guard. It is a skill that develops over time and with deliberate practice. To have the willingness to put yourself on display means you are strong enough to risk failing forward.

In a recent study among women, 90% said mental strength is the key to success while 71% said with more mental strength they could reach their full potential.

Why are women so unsure of how to do this? Entrepreneur Megan Marsh empowers women to build their mental muscles, so they can become the best versions of themselves, especially when facing adversity.

  • Learn to lose control- Understand what you can & can’t control
  • Big girls do cry – Having the strength to show your weaknesses
  • Know your value – Building confidence
  • Impose your will – Know your personal standards
  • Can you take the Heat – If you want to succeed, then you better want the heat of being on top.
Megan Marsh
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Megan Marsh

Co-Founder
Keystone Alliance Mortgage

Megan Marsh is a real estate investor, entrepreneur, and speaker who loves bringing everyone around her together. Using the same lessons and principles that guided her Division I UConn Huskies team to consecutive Final Four appearances and three Big East Titles, Megan has built a distinguished 15 year career in the mortgage and finance industry. Megan is one of the top producing loan originators in Pennsylvania and is also the Co-Founder of Keystone Alliance Mortgage & Capital, a mortgage and commercial loan brokerage she founded with her business partner, Andres Munar.

Presented By:

Megan Marsh

Co-Founder
Keystone Alliance Mortgage

Megan Marsh is a real estate investor, entrepreneur, and speaker who loves bringing everyone around her together. Using the same lessons and principles that guided her Division I UConn Huskies team to consecutive Final Four appearances and three Big East Titles, Megan has built a distinguished 15 year career in the mortgage and finance industry. Megan is one of the top producing loan originators in Pennsylvania and is also the Co-Founder of Keystone Alliance Mortgage & Capital, a mortgage and commercial loan brokerage she founded with her business partner, Andres Munar.

Megan Marsh

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:

North Easton Savings Bank
Banking Northeast
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 21, 2022
*Please note, we are committed to following all recommended safety protocols, including social distancing. That means that seats will be limited, and will sell out quickly. Tickets are first come, first served.
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American Business Media

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West Hartford, CT 06117

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