Schedule at a Glance
*Program is in formation and times are subject to change
Monday, September 29, 2025
1:00 PM - 7:00 PM: Registration
3:00 PM - 4:00 PM: Retail & Small Business Organizational Meeting
All bank members are welcome to join in this opening discussion for our Divisional and Committee Meetings to
reinvigorate each area with fresh programming and peer-to-peer discussions. NYBA relies on your feedback and
guidance and we hope to have you there as a leader in the industry, no matter your title or role at the bank.
3:00 PM - 4:00 PM: Trust & Wealth Management Organizational Meeting
All bank members are welcome to join in this opening discussion for our Divisional and Committee Meetings to
reinvigorate each area with fresh programming and peer-to-peer discussions. NYBA relies on your feedback and
guidance and we hope to have you there as a leader in the industry, no matter your title or role at the bank.
3:00 PM - 4:00 PM: Risk Management & Compliance Organizational Meeting
All bank members are welcome to join in this opening discussion for our Divisional and Committee Meetings to
reinvigorate each area with fresh programming and peer-to-peer discussions. NYBA relies on your feedback and
guidance and we hope to have you there as a leader in the industry, no matter your title or role at the bank.
5:00 PM - 7:00 PM: Opening Reception
7:00 PM - 9:00 PM: Dinner on your own
Tuesday, September 30, 2025
7:30 AM - 1:00 PM: Registration
7:30 AM - 8:45 AM: Breakfast
8:45 AM - 8:50 AM: Welcome Remarks
Clare Cusack, President & CEO, New York Bankers Association
8:50 AM - 9:50 AM: General Session
Keynote Address - Moments Matter
Dave Sanderson
10:00 AM - 10:50 AM: Trust & Wealth Management Track
Beyond Traditional Advice: How Technology and AI Are Creating Scalable, Personalized Advice Experiences
Dan Mercurio, Tandems
10:00 AM - 10:50 AM: Retail & Small Business Track
Having More Engaging & Proactive Conversations in the Branch
Mark Trinkle, Anthony Cole Training
10:00 AM - 10:50 AM: Risk Management & Compliance Track
Managing Exams and Enforcement Actions Under the Trump Administration
Erik Walsh, Counsel, Arnold & Porter, and Kevin M. Toomey, Partner, Arnold & Porter
10:50 AM - 11:10 AM: Networking Refreshment Break
11:10 AM - 12:00 PM: Small Business Track
Enhancing Not Replacing: How AI Expands Banker Capacity While Strengthening Relationships
Shivangi Khanna, Co-Founder, Krida AI
11:10 AM - 12:00 PM: Risk Management & Compliance Track
Crafting the AI Policy
F. Paul Greene, Harter Secrest & Emery, LLP
11:10 AM - 12:00 PM: Trust & Investment Management Track
Update on Family Office: Best Practices
Tricia Levin, Brown Brothers Harriman
11:10 AM - 12:00 PM: Retail Track
Navigating the Stablecoin Landscape: A Guide to Community Banks
Michael D. Cohn, Wolf & Co., P.C.
12:00 PM - 1:00 PM: Networking Luncheon
1:00 PM - 1:50 PM: General Session
What's Happening in Albany and Washington: Advocacy in Action
Niall O'Hegarty, Brent G. Weitzberg, and Jill Sandhaas, NYBA
1:00 PM - 1:50 PM: General Session
How AI is Reshaping the Customer & Employee Experience
Karan Kashyap, Founder & Co-CEO, Posh AI
1:00 PM - 1:50 PM: General Session
How Technology & Regulation Are Shaping the Future of Banking
Christopher Wolfe, Fitch Ratings
2:00 PM - 2:50 PM: Community Service Project with Adopt-A-Dog, Inc. & Networking
3:00 PM - 3:50 PM: Trust & Wealth Management Track
Cryptocurrency & Stablecoins: Tools in Modern Wealth Management
Mike Tropeano, Fi-Tek, LLC
3:00 PM - 3:50 PM: Retail Track
Fraud Detection Tips for the Frontline Banker
Antoine Karam, VP, Financial Crimes Investigations, Pioneer and Terra Carnrike-Granata, Senior
Director of Information Security and Fraud Risk, NBT Bank, Moderator: Niall O'Hegarty, NYBA.
3:00 PM - 3:50 PM: Small Business Track
Understanding Recent Changes at the Small Business Administration
Peter Fehnel, Dep. District Director, Small Business Administration
3:00 PM - 3:50 PM: Risk Management & Compliance Track
CRO Excellence: Lessons Learned from Distinguished Risk Leaders
Alexis Trittipo, McKinsey & Company
4:00 PM - 4:50 PM: Keynote
Fraud and Financial Crimes - Navigating Risk and Opportunity: The Impact of AI, Regulatory Enforcement, and Emerging Trends
Brian Castelli, Partner, Financial Crimes Unit, PwC; Jim Daly, Managing Director, PwC
6:00 PM - 8:00 PM: Reception & Dinner
8:00 PM - 9:30 PM: BOB After Dark
Wednesday, October 1, 2025
7:30 AM - 1:00 PM: Registration
7:30 AM - 8:45 AM: Breakfast
9:00 AM - 9:10 AM: Welcome Remarks
Clare Cusack, President & CEO, New York Bankers Association
9:10 AM - 9:50 AM: Keynote Address
US Banking Consumer Behavior by Generation
Grace Broadbent, Senior Analyst, EMARKETER
10:00 AM - 10:50 AM: Keynote Address
The Collective Conversation: A Roundtable of Banking Leaders
Emcee: Adam Goldstein, Chief Business Officer, Federal Home Loan Bank of NY
11:00 AM - 11:50 AM: Retail Track
The Omnichannel Odyssey: Navigating Chaos & Competition
Stacey Bryant, Director, Cornerstone Advisors
11:00 AM - 11:50 AM: Risk Management & Compliance Track
Riding the Regulatory Tsunami: What Bank Leaders Need to Know Now
Jess LeDonne, Director, Tax Technical, Bonadio, and Marc Valerio, CPA, Partner, Bonadio
11:00 AM - 11:50 AM: Trust & Wealth Management Track
The Prudent Investor Act 30 Years Later: How Do You Apply It?
Ray Radigan, Peapack Private
11:00 AM - 11:50 AM: Small Business Track
Innovative Lending Strategies and Support Models for Small Business Resilience
John Antalek, EVP, Chief Credit Officer, Bank of Greene County, Stephen Hack, First VP Senior Commercial Lending Officer,
Ulster Savings Bank, Robert Nichols, Managing Director, Business Banking, Berkshire Bank, and Moderator: Brent Weitzberg, NYBA
12:00 PM - 12:50 PM: General Session
A View from the C-Suite
George Kinne, President & CEO, Jeff Bank, Abby Parsonnet, Executive Managing Director,
Head of Asset Based Lending & Commercial Services, Webster Bank, and David Cornell, President, Albany/Hudson Valley Market,
Bank of America; and Moderator: Adam Goldstein, Federal Home Loan Bank of New York
1:00 PM: Adjournment
*Program is in formation and times are subject to change