CBA Webinars

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Maren Colon
mcolon@consumerbankers.com
202-552-6394

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  • Workforce: The Single Most Important Success Factor in Branch Transformation

    Contains 1 Component(s) Recorded On: 02/15/2017

    Branch transformation is not a project; it’s an iterative process. Branch technology, competitive products, branch design or renovation, and back-office automation are important factors for success with branch transformation. However, the single most important success factor in branch transformation is the workforce.


    PRESENTERS:

    Randy Ross, Executive Vice President, Kiran Analytics
    Dave Martin, President, Bankmechanics

    ABOUT THE WEBINAR:

    Branch transformation is not a project; it's an iterative process. Branch technology, competitive products, branch design or renovation, and back-office automation are important factors for success with branch transformation. However, the single most important success factor in branch transformation is the workforce. Why? Because deployment of branch technologies depends on user adoption by the branch workforce. Successful selling of new products and services depends on the effectiveness of the front line staff. And, success with automation of back-office operations depends on proper utilization of staff members.

    Ultimately, the quality of the customer interactions provided by front line branch staff and the productivity of the branch workforce are still the two most sustainable differentiators of retail banks.


    THIS WEBINAR WILL COVER:

    • The hidden impact of branch interactions on digital
    • Branch activity analysis for position planning and resource capacity optimization
    • Technology utilization
    • Sales and service process effectiveness
    • Tools for engaging, informing, and motivating bankers


    TOP 3 BENEFITS TO ATTENDEES:
    • Gain insights from experts who work closely with retail banking line of business leaders
    • Learn about the common challenges with branch technology utilization and how to address them
    • Find out about the best practices of banks for assessing and improving banker productivity

    For technical assistance with the web platform, please email cba@commpartners.com or call 1-800-274-9390.

    Randy Ross

    Executive Vice President, Kiran Analytics, Inc.

    Randy Ross leads global client management and business development for Kiran Analytics. His career has focused on delivering breakthrough results to financial services companies spanning the areas of payments, marketing services, operations, customer management, change management, workforce management, and technology. Leading the teams that deliver Kiran's predictive analytics driven branch transformation solutions, his central focus includes talent acquisition, workforce management, customer experience, and resource optimization.

    Randy has been a frequent speaker in Retail Banking and Banking Analytics conferences.

    Dave Martin

    President, Bankmechanics

    Dave Martin is the president of Bankmechanics, a firm dedicated to providing tools to engage, inform, and motivate bankers. As an expert on retail branch and in-store banking, Dave has trained and consulted on-site with over 200 banks in 46 states and Canada over the past 20 years.

    Dave Martin's Advantage Letter is one of the longest running newsletters in the banking industry - inspiring thousands of bankers, retailers, and service industry professionals to help their teams succeed. Dave also writes the longest running monthly opinion column for the American Banker publication.

    His unique perspectives have made him a frequently featured speaker at retail banking conferences.

  • Debit Trends and Cardless ATMs - A Cash Access Evolution

    Contains 1 Component(s) Recorded On: 12/15/2016

    Get the latest on debit industry trends, and discover how you can enhance consumer loyalty and improve your competitive edge, while optimizing portfolio profitability.

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    PRESENTERS:

    Carol Specogna, VP, Accel Debit Payments Network, Fiserv
    Brandon Watkins, VP, Product, Card Manager, IBERIABANK 

    ABOUT THE WEBINAR:

    Get the latest on debit industry trends, and discover how you can enhance consumer loyalty and improve your competitive edge, while optimizing portfolio profitability. Learn how your bank can leverage an evolving payments environment, while navigating through an uncertain regulatory environment. And learn about one of the most popular trends—how convenient cardless access at ATMs and other locations nationwide can enable you to be there for your accountholders with secure and immediate access to their cash when they need it.

    THIS WEBINAR WILL COVER:

    1. What are the latest trends in the debit payments industry, and where is it heading? 
    2. With the ongoing evolution of the payments industry, how is Accel better positioning financial institution issuers with their accountholders? 
    3. How relevant are ATMs in the digital age?

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn how the debit payments industry is evolving.
    2. Learn how to optimize debit portfolio profitability post-Durbin
    3. Learn about consumers expectations of more on-demand services

    ABOUT OUR PRESENTERS:

    Carol Specogna
    Vice President, Accel Network
    Fiserv

    Carol Specogna is Vice President of the Accel Network for Card Services at Fiserv, with responsibility for driving transaction growth and cardholder satisfaction for one of North America's premier debit payments networks. Prior to joining Fiserv, she worked at EDS and KeyBank.  Carol received her Bachelor of Commerce degree in Finance from the University of British Columbia, earned her MBA from Case Western Reserve University, and holds a Graduate Certificate in Applied Statistics from Penn State University.

    Brandon Watkins
    Vice President, Product, Card Manager
    IBERIABANK

    Brandon Watkins is VP and Operations manager of EFT/Debit Card Services for Iberia Bank with 24 years in the financial services industry with greater than 15 years in the Cards and Payments space.  Brandon previously worked as Cards and Product manager for Regions bank, attended the University Of Alabama at Birmingham and holds a private pilot certificate from Wallace State University.  Roles and responsibilities have included Operational direction and support of new Card products and initiatives to include Apple Pay, EMV, Personalized Cards and General Purpose Reloadable as well as has responsibility for the general direction of the Electronic Banking group including fraud mitigation and authorization performance.  Brandon is also a member of the Accel Network Strategic Advisory Council. 

  • P2P and Disbursements – The Direct Payments Opportunity

    Contains 1 Component(s) Recorded On: 12/13/2016

    P2P and business disbursements represent a $10 trillion opportunity in the U.S., which includes approximately $1 trillion in P2P payments and $9 trillion in various forms of disbursements and contractor payments. And this trend isn't going away.

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    PRESENTER:

    Cecilia Frew, SVP, Head of US Push Payments, Visa, Inc.

    ABOUT THE WEBINAR:

    P2P and business disbursements represent a $10 trillion opportunity in the U.S., which includes approximately $1 trillion in P2P payments and $9 trillion in various forms of disbursements and contractor payments. And this trend isn't going away. In fact, around the world, due to the rise of the sharing economy and the proliferation of mobile devices, consumers and businesses expect to be able to pay and be paid quickly, securely, conveniently through any channel they choose. In this webinar, Visa's Cecila Frew, head of push payments in the U.S., will discuss this growing market and how Visa is approaching this opportunity.

    THIS WEBINAR WILL COVER:

    • The growing opportunity in the $1 trillion P2P and $9 trillion business disbursement markets that are currently dominated by cash, checks and overnight payments.
    • As the sharing economy expands around the world and the continued proliferation of mobile devices; consumers and businesses expect to be able to pay and be paid quickly, securely, conveniently through any channel they choose.
    • Since the majority of these payments are currently made with cash, checks and through the Automated Clearing House (ACH), financial institutions and developers have a tremendous opportunity to digitize and ultimately improve the speed, convenience and security of sending and receiving these type of payments.

    TOP 3 BENEFITS TO ATTENDEES:

    • Attendees will have a deeper understanding of the business opportunity and how Visa is working to help financial institutions through Visa Direct.
    • Financial institutions and partners can quickly build real time payments solutions by accessing Visa Direct through a comprehensive API library on the Visa Developer Platform.
    • Because Visa Direct leverages the existing payment network infrastructure, the platform is highly cost-effective, secure and scalable to markets around the world. In addition, it reaches more than 200 markets around the world and reaches billions of consumer accounts - including non-Visa branded debit cards.

    Cecilia Frew

    SVP, Head of US Push Payments Visa, Inc.

    Cecilia Frew is responsible for leading the U.S. commercialization of Visa Direct, which enables push payments to cardholders around the world. In her role, Cecilia drives the strategy and execution for the quickly evolving push payments market and industry needs for faster payment delivery. Previously, Frew was Head of prepaid products in the U.S. across all prepaid segments including consumer, government, corporate and employee benefits.

    Prior to joining Visa in 2014, Cecilia was SVP Debit and Prepaid Products, and Customer Rewards at PNC Bank, where she lead all aspects of the business lines including product management, P&L leadership, growth, risk management and operational excellence. Prior roles included leading the bank's distressed home equity portfolio after the purchase of National City Bank and directing corporate banking strategy.
    Prior to PNC, Cecilia was a management consultant for McKinsey and Company and worked for Eastman Kodak Company in sales. She received her bachelor's degree from the University of Illinois and her MBA in Finance and Economics at University of Chicago's Booth School of Business.

  • Hidden Opportunities With Subprime Borrowers

    Contains 1 Component(s) Recorded On: 12/08/2016

    Join us for this insightful CBA Webinar about the hidden opportunities to be realized from performing, crisis-era subprime borrowers with 10-year payment histories on high-interest-rate mortgages.

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    PRESENTERS:

    Julian Grey, Mortgage Market Leader, Black Knight Financial Services, Data & Analytics Division
    Conrad Ficca, Vice President, Black Knight Financial Services, Data & Analytics Division - McDash™ Group

    ABOUT THE WEBINAR:

    Join us on Thursday, Dec. 8, 2016, at 2 p.m. ET for this insightful CBA Webinar about the hidden opportunities to be realized from performing, crisis-era subprime borrowers with 10-year payment histories on high-interest-rate mortgages. Industry veterans Julian Grey and Conrad Ficca from Black Knight Financial Services will show how refinancing this market segment into new loans with risk-based pricing can effectively reduce a lender's future risk of default and improve the borrower's situation.

    THE WEBINAR WILL COVER:

    • Insight into the population of performing, crisis-era vintage subprime loans
    • A comparison of bank and non-bank production and performance
    • Risk-based pricing opportunity represented by this population for 2017
    • How understanding this borrower subset can be valuable for future modeling, credit expansion and overall decision-making

    TOP THREE BENEFITS TO ATTENDEES:

    • Assess the opportunities represented by performing crisis-era subprime borrowers
    • Gain insight into the ways in which understanding this cohort's behavior over the past 10 years can help improve future decision-making
    • Gain an understanding on securing significant risk based pricing cash flow while creating life-changing savings for higher risk, though proven, borrowers

    ABOUT OUR PRESENTERS:

    Julian Grey
    Mortgage Market Leader
    Black Knight Financial Services
    Data & Analytics Division


    Julian Grey is an experienced product management professional with a proven track record of innovation in data and predictive analytics solutions, including housing indices, home price forecasts, and housing market forecasts. She was named to the MReport's prestigious list of Women in Housing for 2016 and one of HousingWire magazine's 2015 Women of Influence.

    Conrad Ficca
    Vice President
    Black Knight Financial Services
    Data & Analytics Division - McDash™ Group


    Conrad Ficca manages all day-to-day operations of data collections, reporting and analytics for Black Knight's industry-leading McDash database, which tracks loan-level information covering the majority of the mortgage market on a monthly basis.

  • An FCRA Refresher for Compliant Cross-Selling: Ensure Permissible Purpose

    Contains 1 Component(s) Recorded On: 12/06/2016

    In today's regulatory environment, the CFPB is expected to intensify its scrutiny of cross-sell practices across the financial services industry.

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    PRESENTER:

    Tammy Stacy, Deputy Chief Compliance Officer, Equifax

    ABOUT THE WEBINAR:

    In today's regulatory environment, the CFPB is expected to intensify its scrutiny of cross-sell practices across the financial services industry. This added focus has encouraged many banks, credit unions, lenders and card issuers to re-examine their own cross-sell processes. Take steps today to ensure the proper and permissible use of credit reports across your organization with a refresher on FCRA best practices.

    THIS WEBINAR WILL COVER:

    1. Trends Observed in CFPB-Regulated Financial Institutions
    2. Recommendations around FCRA Compliance
    3. Differences between Cross-selling and Prescreening

    TOP 3 BENEFITS TO ATTENDEES:

    1. Back-to-Basics on Best Practices around FCRA Compliance
    2. Help define what you should be reviewing in your current cross sell processes
    3. Alternatives to consider that are both compliant and profitable, while providing a 'customer first' experience for your customers

    Tammy Stacy, CRCM

    Deputy Chief Compliance Officer, Equifax

    Tammy joined Equifax as Deputy Chief Compliance Officer for Regulation and Compliance in January, 2014. She is responsible for ensuring all products and services, including marketing materials, meet consumer financial protection laws and regulations. She also supports the sales force in answering compliance related questions or issues raised by their clients. Tammy is a Certified Regulatory Compliance Manager (CRCM), with over thirty years of compliance experience with financial institutions, including Bank of America, Wells Fargo, The Brand Banking Company, and most recently, Bank of the West. She has first-hand experience contributing to the writing and revision of consumer financial regulations as a former regulator in Washington, DC. As a former member of the Mortgage Markets Committee of the American Bankers Association, she worked closely on the analysis, interpretation, and implementation challenges of the multiple new mortgage lending and servicing regulations that were effective in January, 2014. Tammy brings to Equifax a wealth of compliance experience, including as a former Chief Compliance Officer and as a Fair Lending Officer and has covered Retail, Consumer, Commercial and Mortgage Compliance. This experience will enhance the further development of our compliance program as well as our interactions with our clients.

  • Countering Cyber Fraud: The Analytic Advantage

    Contains 1 Component(s) Recorded On: 12/01/2016

    Join this webinar to learn how organizations are staying one step ahead of financial criminals through the power of analytics.

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    PRESENTER:

    Andrew Davies, VP, Financial Crime Risk Management, Fiserv

    ABOUT THE WEBINAR:

    Cyber fraud is constantly morphing, seeking out the path of least resistance, and the path to increasing the value of fraud. When cyber fraud intersects with the world of high value global payments, it poses a material threat to the stability of financial institutions, and potentially, the global financial system itself. The danger is real, and the lack of informed action by financial institutions could have consequences on a massive scale.

    With the threat of cyber fraud being ever more present, it is vital that financial institutions and their customers prepare themselves for any possible situation. Financial institutions must adapt their approach, not only to protect themselves from fraud, but to provide their customers with fast, safe and reliable banking services that fit with the pace of their lives.

    Join this webinar to learn how organizations are staying one step ahead of financial criminals through the power of analytics.

    THIS WEBINAR WILL COVER:

    1. Drivers and trends
    2. Payment fraud detection evolution
    3. Data and analytics advantages

    TOP 3 BENEFITS TO ATTENDEES:

    1. Understand new cyber threats and trends
    2. Gain awareness about global payments initiatives and the potential impact on fraud
    3. Be better equipped to combat the global threat of cyber fraud

    ABOUT OUR PRESENTER:

    Andrew Davies
    VP, Financial Crime Risk Management
    Fiserv

    Andrew works with financial institutions around the world to design and deploy effective risk management solutions. He is expert in combating and mitigating financial crime risks associated with payment fraud, compliance and money laundering. This year alone, Andrew has provided insights about financial crime at industry events in Asia, Europe, Latin America and North America.

  • The Rise of Open Banking

    Contains 1 Component(s) Recorded On: 11/22/2016

    Open Banking is the movement to enable digitally-focused companies to leverage traditional banking services - from access to basic account information to complex multi-party cross-border transactions - in real-time and with little or no human intervention.

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    PRESENTER:

    Filippo Scognamiglio, Principal, The Boston Consulting Group

    ABOUT THE WEBINAR:

    Open Banking is the movement to enable digitally-focused companies to leverage traditional banking services - from access to basic account information to complex multi-party cross-border transactions - in real-time and with little or no human intervention.

    As brick-and-mortar branch traffic is replaced by online traffic to bank websites, US banks are becoming increasingly reliant on third-party platforms, hence the need for "open" platforms. Open platforms create new opportunities for banks, but also come with risks.

    Furthermore, customers are increasingly focused on frictionless payments (e.g., Uber) and experiences. There is a risk that financial institutions are becoming more utility-like when competing directly with FinTech payment startups and established firms.

    Finally, aggregators are becoming a safety concern for client information, a direct cost, and an intermediation threat for banks. Banks are combating the threat of aggregators (such as Mint.com) by developing Secure Data Exchanges (based on API technology).

    This webinar will address key questions on Open Banking, including how different banks are trying to solve the customer experience puzzle, and how banks are reacting to the threat of aggregators.

    THIS WEBINAR WILL COVER:

    1. What Open Banking is and what it is not, including examples of successful use cases
    2. Regulators' actions (in Europe) and market trends (in North America) that are driving the rise of Open Banking
    3. How to define the size of the prize - is there a billion-dollar value opportunity for your institution?
    4. How to frame the key questions in defining your Open Banking strategy
    5. What your institution will need to successfully execute your Open Banking strategy

    TOP BENEFITS TO ATTENDEES:

    1. Learn about how Open Banking can help you drive your next billion-dollar value opportunity
    2. Understand what is required to define and execute a strategy in the Open Banking space

    Filippo Scognamiglio

    Principal, The Boston Consulting Group

    Filippo joined The Boston Consulting Group's New York Office in September 2010. He is a core member of the Technology Advantage Practice Area, focusing on the Financial Services sector (banking, payments, insurance). He is a BCG Strategy Institute alumnus, class of 2013. Filippo leads Open Banking topic development for BCG globally. He has successfully executed two major Open Banking engagements for leading global financial institutions.

    Before joining BCG, Filippo worked for the Milan office of Roland Berger Strategy Consultants. Prior to that, he participated in a successful IT startup venture (Neptuny - now part of BMC Software), where he focused on developing one of Europe's largest banking accounts.

    Filippo earned his MBA with Beta Gamma Sigma and Dean's List honors from Columbia Business School in 2010 and received a B.S. in Computer Engineering from Politecnico di Milano in 2004.

  • Improve Sales Effectiveness Through Omnichannel Offer Presentment

    Contains 1 Component(s) Recorded On: 11/17/2016

    Customers are demanding more from their banks. Despite investments in digital customer experience, many banks are falling short of customers' high expectations, primarily because often fall short in delivering a true "win-win" value proposition for both the customer and the bank. Why is that? What prevents the banking industry from finally delivering on the decades-old vision of offering the right product to the right customer at the right time? How can you finally deliver the true omni-channel experience customers want rather than wasting money on a trendy technology investment that doesn't deliver ROI?

    Nomis_logo.jpg

    PRESENTER(S):

    Frank Bria, VP of Digital Engagement

    ABOUT THE WEBINAR:

    Customers are demanding more from their banks. Despite investments in digital customer experience, many banks are falling short of customers' high expectations, primarily because often fall short in delivering a true "win-win" value proposition for both the customer and the bank. Why is that? What prevents the banking industry from finally delivering on the decades-old vision of offering the right product to the right customer at the right time? How can you finally deliver the true omni-channel experience customers want rather than wasting money on a trendy technology investment that doesn't deliver ROI?

    THIS WEBINAR WILL COVER:

    1. The 3 mistakes most banks make that keep them underperforming in customer acquisition
    2. The 1 assumption you may be making that will keep your bank from being competitive in the next 3 - 5 years
    3. Why the "conventional wisdom" around marketing segmentation is holding back the return on your technology investments

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn how to stop your organizational structure from inhibiting your ability to deliver real value to your customer
    2. Understand why "next best offer" technology often fails to deliver better offers than your front line sales staff
    3. Gain insights to drive an effective omni-channel strategy that delivers value for the customer and the bank


    Frank Bria

    VP of Digital Engagement, Nomis Solutions

    Frank Bria has more than 15 years of experience in the financial services sector involving data analysis, loss forecasting, marketing analytics, and technology process design supporting retail banking. Frank is one of the pioneers of price optimization in retail banking having conducted some of the first implementations and pilots in the industry. He also has experience in customer experience design including account opening, servicing, and collections processing. His specialty is using data and analytics to improve processes and deliver bottom-line results.

    Frank's experience includes consulting for 9 of the top 10 retail banks in the United States as well as 5 of the top global 15. A former analyst for CEB TowerGroup covering analytics in the retail banking space, Frank has published a number of reports on price optimization, customer profitability, and customer experience. In previous positions, he designed software offerings in price optimization and loss mitigation analytics at Earnix, Cambio Technologies, Response Analytics and Khimetrics/SAP and provided technology and analytic support to a number of operational processes at Capital One.

    The author of the book Seven Billion Banks, Frank has been a featured speaker and contributor at a number of industry conferences worldwide. Frank holds a Master of Science in mathematics from Purdue University and a Bachelor of Science in mathematics from Brigham Young University. He is a certified Six Sigma Black Belt.

  • Consumer Spending Patterns: What Your Institution Needs to Know

    Contains 1 Component(s) Recorded On: 11/10/2016

    Learn how aggregated transaction data, analytics, and algorithms will help your institution better understand your cardholders' needs.

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    PRESENTER:
    Sarah Quinlan, SVP, Mastercard Advisors

    ABOUT THE WEBINAR:

    Learn how aggregated transaction data, analytics, and algorithms will help your institution better understand your cardholders' needs.

    This session provides analysis into consumer spending patterns overall, by region, channel, and sector. These insights help institutions benchmark their business and develop strategy to improve performance.

    MARKET INSIGHTS TOPICS INCLUDE:

    1. How healthy is the U.S. consumer? - Where are they spending and how has that changed?
    2. What impact does change in consumer spending have on the US economy?
    3. An analysis of changes in consumer confidence, regional employment, wages, housing markets, debt and demographic factors affecting consumer spending on goods and experiences and how to positively translate this for your business.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Obtain a sense of the "voice of the customer" from Mastercard, and, more importantly, learn how to apply similar methodology to your own portfolio
    2. Understand how consumer purchase behavior is influenced by changes in the economy, the market, and technology
    3. Understand how to tweak your strategy to improve portfolio performance based upon the latest consumer spend trends

    Sarah Quinlan

    SVP, MasterCard Advisors

    Sarah Quinlan is the Senior Vice President and Group Head of Market Insights for MasterCard Advisors, the analytics and insights consulting unit of MasterCard. Providing macro-to-micro economic trends related to consumer spending and retail sales, Sarah advises executives across industries, including retail, banking, capital markets and government agencies. She and her team analyze and predict spending patterns, based on the billions of anonymous purchases MasterCard processes every year, to create solutions that help clients make better business decisions.

    Sarah is widely recognized as an expert in her field and appears regularly in the media. Prior to joining MasterCard Advisors in 2013, Sarah spent 28 years in the capital markets as an investment banker, portfolio manager and hedge fund manager. Sarah received her BA and MBA from the University of Chicago in Politics, Economics, Rhetoric and Law with Special Honors and in Finance and Accounting, respectively.

  • CBA Member Webinar - Election 2016: What It Means for Retail Banking

    Contains 1 Component(s) Recorded On: 11/09/2016

    Join CBA's CEO as he gives an inside look at election 2016 and what it means for retail banking.

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    PRESENTERS:

    Richard Hunt, President and Chief Executive Officer, Consumer Bankers Association
    Sam Whitfield, Senior Vice President, Congressional Affairs, Consumer Bankers Association
    Steven Zeisel, General Counsel, Executive Vice President, Consumer Bankers Association

    ABOUT THE WEBINAR:

    Join CBA's CEO as he gives an inside look at election 2016 and what it means for retail banking. He will be joined by CBA's head of congressional affairs, Sam Whitfield, and CBA's general counsel, Steven Zeisel, to address questions such as "Will there be a changing of the guard in the House and Senate", or "What will happen at the CFPB?" Listen in as they discuss what's being said in Washington and give an overview of what banks should prepare to do post-election.

    THIS WEBINAR WILL COVER:

    1. Key appointments in the administration.
    2. Legislative and Regulatory Affairs for 2017 - Will there be leadership changes to the Senate Banking Committee and House Financial Services Committee? What does this mean for policy?
    3. Could a five-person commission be in the future for the CFPB? Is Richard Cordray here to stay?

    Richard Hunt

    President and CEO, Consumer Bankers Association (CBA)

    Richard Hunt is President and CEO of the Consumer Bankers Association (CBA) representing the retail banking industry, including the nation's largest bank holding companies as well as regional and super community banks. Prior to joining CBA, Hunt served as senior vice president of federal policy for the Securities Industry and Financial Markets Association (SIFMA) and was also the senior managing director of the Securities Industry Association, which merged with the Bond Market Association in 2006 to form SIFMA. In these roles he led major initiatives on investment tax and retirement legislation, and various other financial services issues. Hunt began his career in the U.S. House of Representatives where he spent seven years serving as chief of staff, two years as district manager, and three years as district representative for Congressman Jim McCrery (R-LA).

    Steven Zeisel

    Executive Vice President and General Counsel, CBA

    Steven I. Zeisel is the Executive Vice President and General Counsel, and has been with CBA since 1991. His expertise covers a diverse range of financial services issues, with a focus on consumer financial regulation and the Consumer Financial Protection Bureau. He also serves as Secretary of CBA's Board of Directors, and as the lead liaison to CBA's Committees on Community Reinvestment and Fair & Responsible Banking, as well as CBA's Government Relations Council. Prior to joining CBA, Steve was a Senior Attorney with the Division of Consumer and Community Affairs of the Federal Reserve Board in Washington, DC and subsequently in-house retail counsel for two banks in Maryland.

    Sam Whitfield

    Senior Vice President of Congressional Affairs, CBA

    Samuel (Sam) Whitfield, Jr. is the Senior Vice President of Congressional Affairs at CBA. Whitfield, a seasoned public policy professional, joined CBA with an extensive background in the public and private sectors, ranging from associations to Capitol Hill and the White House. In his role, he leads CBA's government relations team and serves as a member of the CBA management team. Most recently, Whitfield served as Deputy Chief Advocacy Officer for Congressional Relations at the Credit Union National Association (CUNA). Prior to his tenure at CUNA, Whitfield held positions with the National Association of Realtors as Senior Legislative Representative and the White House Office of National Drug Control Policy as Legislative Analyst/Public Affairs Specialist. He also spent five years with Majority Leader Trent Lott (R-Mississippi) as Deputy Press Secretary.