FACULTY BIOGRAPHIES

Dave Anderson

Bank Management Simulation

Dave is currently a Central Point of Contact/Supervising Examiner for the Federal Reserve Bank of Kansas City in its Enforcement Department. He has oversight, examination planning, and monitoring responsibility for several problematic 10th district financial institutions in Colorado, Wyoming, and New Mexico that are subject to formal enforcement actions. He was an examiner with the FDIC for four years in South Dakota and Minnesota, and joined the Federal Reserve in 1988. He graduated from GSBC in 2001.

Allyson Aragon-Fenton

Using Myers-Briggs to Better Understand Yourself and Others

Allyson has been with JPMorganChase and its predecessor organizations since 1983 where she’s held a number of positions. Most of Allyson’s career has been in Training and Development supporting various business units with everything from soft skills to technical training as well as project management and change readiness. In these roles, Allyson has contributed to providing a more disciplined approach to education by designing and implementing performance standards, education methodologies and processes and consistent reporting for senior management regarding financials and productivity.
Allyson currently serves as the Sr. Business Manager for the West Segment within the Middle Market organization for the firm. In this capacity she focuses on Project Management, Training, and other administrative initiatives for the group. Allyson has been on the faculty for the Graduate School of Banking at Colorado since 1995, providing training on the Myers-Briggs Personality Inventory.

John Barrickman

Loan Portfolio Management

Mr. Barrickman is a graduate of the University of Kentucky with a BS in Economics and an MBA in Finance. He has extensive experience in all aspects of banking including retail banking, commercial lending, credit administration and credit training. He also served for five years as president and chief executive officer of a $185 million financial institution. In addition, Mr. Barrickman has been a bank consultant focusing on risk management, credit process, strategic planning, and all aspects of commercial lending.

Mr. Barrickman has also been active in banker education serving on the faculty of a number of regional lending schools and graduate schools of banking. He has also authored curricula on commercial lending for use by fourteen state commercial lending schools and curricula used to train bankers in Central and Eastern Europe and the former Soviet Union. Mr. Barrickman has co-authored a book entitled Strategic Credit Risk Management for RMA and has written a number of articles published in the RMA Journal and other professional journals.

Rex Bennett, Ph.D.

Marketing Financial Services

Dr. Bennett received his B.S. in finance from the University of Tennessee and his Ph.D. from the University of North Carolina, Chapel Hill. He has been Director of Branch Planning for the former NationsBank, Director of Marketing Planning for First Tennessee Corporation, and Manager of International Financial Services for KPMG Peat Marwick. He is currently Professor of Strategy and Marketing at the University of San Francisco and President of his own consulting firm, Achieving Unlimited.

He has extensive work and consulting experience in competitive strategies, customer satisfaction, strategic planning, economic feasibility studies, and marketing research for a number of international, national, and regional/local banks and other firms. His clients include: the American Bankers Association, the Bank Marketing Association, Citicorp, Kaiser-Permanente, Key Banks, KPMG Peat Marwick, the former NationsBank, the U.S. Treasury Department, and the U.S. Agency for International Development. Dr. Bennett has substantial international experience in Europe, Asia, and the former Soviet Union.

Dr. Bennett also teaches at the ABA Stonier Graduate School of Banking, other graduate schools of banking, the ABA School of Bank Card Management, the ABA School of Bank Marketing, and the Graduate School of Human Resources Management. He has published articles on strategy, competitive advantage, and marketing in the American Banker, Journal of Retail Banking, The Bankers Magazine, and Bank Marketing. He is currently writing a book on building and sustaining competitive advantage.

As President of Achieving Unlimited, he specializes in speaking and consulting on competitive advantage strategies and on developing employee and management cultures and organizational infrastructures that focus on exceptional customer satisfaction and superior profitability.

Bill K. Campbell

Bank Management Simulation

Bill is currently an independent banking consultant, having worked with the International Executive Service Corps, Financial Volunteer Service Corps and the Barents Group (formerly KPMG Consulting) on USAID banker training assignments. These assignments have been in the former Soviet Republics, Egypt, Morocco, Vietnam and Eastern Europe. He was previously Vice President with Banc One Corporation serving as the Western Regional Credit Training Director, Manager of the Special Credits Division, and manager of a Regional Commercial Loan Center in Phoenix, Branch Credit Administrator and Branch Manager

Bill has served as Chairman of the American Bankers Association BankSim committee. He is currently an instructor at the Graduate School of Banking at Colorado, Pacific Coast Banking School, Dakota Banking School, and the Ohio Bankers League Bank Management School. Bill received his BS from the University of Arizona and is a graduate of the Pacific Coast Banking School.

Mike Cohn

Banking on Social Media?

Mike currently serves as the Director of the WolfPAC Solutions group. WolfPAC provides a suite of enterprise risk assessment and risk management solutions for the financial service and healthcare industries. WolfPAC Integrated Risk Management is an Internet based, Software-as-a-Service (SaaS) solution. Mike is responsible for sales, business development, client support services, and technology strategy.

Mike joined Wolf in 2003. He has worked in multi-national financial service companies and technology start-ups over the past twenty years. He has been responsible for software development, infrastructure management, and vendor management. Mike has extensive experience in information technology solutions, infrastructures, governance models, software/technology management, and IT Service Management programs.

Kyle Enger

Banking Small Business

Kyle D. Enger is a founding partner and principal at BBI

Financial where he is active in the consulting, training and structuring merger and acquisition transactions. In his role as a consultant, Kyle specializes in working with closely held companies in the areas of financial management, valuation and preparation for sale. As a trainer, Kyle’s engaging presentation style has made him one of the most requested presenters at all of the countries top banking schools. Kyle has taken a lead role in structuring and negotiating complicated merger and acquisition transactions, with deal sizes ranging from $5 million to $200 million.

Kyle sits on several corporate board of directors and is an Associate Director of Pacific Coast Banking School. Kyle holds a B.S. from the University of Washington and an MBA from the Smith School of Business at the University of Maryland where he was named entrepreneur of the year.

Charlie Funk

A CEO’s Perspective on Bank Management

Charlie Funk is currently President & CEO of MidWestOne Financial Group, a $1.5 billion company based in Iowa City, Iowa. He is also President & CEO of MidWestOne Bank, also based in Iowa City. He is responsible for overseeing all aspects of the bank and the holding company, which is a public company and listed on NASDAQ. A further expectation of this job is to be a community leader in the Iowa City and Johnson County areas.

Charlie came to Iowa City from Des Moines where he was President of Brenton Bank, Des Moines and Central Region Manager for Brenton Banks, Inc. Prior to becoming the Des Moines President, he was Chief Investment/ALCO Officer from 1992 to 1998 and was responsible for management of the bank’s investment portfolios as well as the company’s asset/liability management. He also managed the company’s bond mutual fund and was a member of the Asset Liability Committee, Pension Committee, and Trust Investment Committee.

Charlie received his undergraduate degree from William Jewell College in Liberty, Missouri and is also a graduate of the Stonier Graduate School of Banking. In addition to being a GSBC Faculty member, he has also served on the faculty at the Iowa School of Banking, Kansas-Nebraska Schools of Banking, Inc, and at Stonier.

He is currently serving as Chairman-Elect of the Iowa Bankers Association.

Jeffrey C. Gerrish

Enhancing Shareholder Value With or Without Sale

Mr. Gerrish is Chairman of the Board of Gerrish McCreary Smith Consultants, LLC and a member of the Memphis based law firm of Gerrish McCreary Smith, PC, Attorneys. The two firms have assisted over 1,200 community banks in 48 states across the nation. Mr. Gerrish's consulting and legal practice places special emphasis on strategic planning for boards of directors and officers, community bank mergers and acquisitions, bank holding company formation and use, acquisition and ownership planning for boards of directors, regulatory matters, including problem banks, memoranda of understanding, and cease and desist matters and compliance issues, capital raising and securities law concerns, ESOPs and other matters of importance to community banks. He formerly served as Regional Counsel for the Memphis Regional Office of the FDIC with responsibility for all legal matters, including cease and desist and other enforcement actions.

Before coming to Memphis, Mr. Gerrish was with the FDIC Liquidation Division in Washington, D.C. where he had nationwide responsibility for litigation against directors of failed banks. He has been directly involved in fair lending, equal credit and fair housing matters, in raising capital for problem financial institutions and in numerous bank merger transactions. Mr. Gerrish is an accomplished author, lecturer and participates in various banking-related seminars. In addition to numerous articles, Mr. Gerrish is also the author of the books "Commandments for Community Bank Directors" and “Gerrish’s Glossary for Bank Directors”. He also is or has been a member of the faculty of the Independent Community Bankers of America Community Bank Ownership and Bank Holding Company Workshop, The Southwestern Graduate School of Banking Foundation, the Wisconsin Graduate School of Banking, the Pacific Coast Banking School, the Colorado Graduate School of Banking and has taught at the FDIC School for Commissioned Examiners and School for Liquidators. He is a member of the Board of Regents of the Paul W. Barret, Jr. School of Banking. He is a Phi Beta Kappa graduate of the University of Maryland and received his law degree from George Washington University's National Law Center. He is a member of the Maryland, Tennessee and American Bar Associations, was selected as one of “The Best Lawyers in America” 2005 through 2008, and as the Banking Lawyer of the Year, “Best Lawyers Memphis” 2009. Mr. Gerrish can be contacted at jgerrish@gerrish.com.

Roger Guerin

Bank Management Simulation

Senior Vice President, Comptroller and Chief Financial Officer, Sanford Institution for Savings, a $450 million community bank in Sanford, Maine. Responsible for the past 23 years for finance, accounting, investments, asset/liability management, budgeting, cash management, tax management and regulatory reporting. Chairman of the bank’s ALCO committee and a member of the bank’s Senior management committee. Principal liaison for external audits and bank examinations. Formerly was Principal Bank Examiner for 11 years for the State of Maine Bureau of Financial Institutions. Graduated from the University of Maine with a B.S. in Finance and Accounting. Honors graduate from the Graduate School of Banking at Colorado in 1987.

Richard Hamm

Commercial Real Estate Lending

Richard Hamm has been training bankers for over 18 years, specializing in all phases of commercial lending and credit, including portfolio and risk management, commercial real estate and appraisals, plus selling and negotiating skills. His training work includes our top industry associations (the ABA and RMA), regional banking schools (Graduate School of Banking at Colorado, Barret School of Banking – Memphis, Graduate School of Banking – Wisconsin and Southwestern Graduate School of Banking – Dallas), numerous statewide banking and community banking associations, plus individual banks. On the consulting side, he has been involved in director training, loan policy formation, bank formation (start-ups and acquisitions) and related strategic planning. The RMA Journal has published over 20 articles by Hamm on various lending topics, and he has served for many years on its Editorial Advisory Board. He is based in Huntsville, AL and owns/operates Advantage Consulting & Training after a 22-year banking career including senior positions in lending and credit, as well as president of a new bank during its formation, acquisition and change-of-control chartering process. He has BS and MBA degrees from the University of Alabama, and holds the CTP (Certified Treasury Professional) designation.

Scott Hein

Economics for Community Bankers

Scott E. Hein, Ph.D., is the first holder of the Robert C. Brown Chair in Finance at Texas Tech University and is the faculty director of the Texas Tech School of Banking. The Texas Tech School of Banking is a one week executive education school run in Lubbock, Texas during the first part of August.

Prior to joining the faculty at Texas Tech University in 1983, Dr. Hein was a senior economist at the Federal Reserve Bank of St. Louis.

Professor Hein is a co-author of a new reference book, The Stock Market, written with Rik W. Hafer, published by Greenwood Press (2007). He has also written numerous research papers on far ranging topics in finance and economics.

Professor Hein has traded interest rate futures contracts personally for the last 14 years and was an active co-managing partner in a small hedge fund, Islay Capital Opportunity Fund, which was closed in 2007, after proudly returning investors more than their original investments.

Professor Hein has won numerous teaching and research awards while at Texas Tech University, including the prestigious President’s Academic Achievement Award. Professor Hein is also active in many academic organizations in Finance, including the Financial Management Association, and he is past President of the Southwestern Finance Association.

Dr. Hein was born and grew up in Albuquerque, New Mexico. His educational background includes a B.A. and M.A. in economics from the University of New Mexico, and Ph.D. from the Krannert School of Management at Purdue University. Scott Hein is married and has two grown daughters and four grandchildren. His wife Ellen is currently the CEO of the Texas Tech Federal Credit Union.

Jeff Judy

Commercial Lending Level 1, Commercial Lending Level 2

Jeff spends most of his time teaching bankers and business owners how to talk to each other. He also serves the banking industry with seminars on a wide range of topics in commercial and consumer lending, safe credit practices, and relationship development; through consulting with individual banks and holding companies; and through his published articles and his bi-weekly e-zine on banking and training, Jeff's Thoughts.

Jeff is a nationally known trainer in financial services, widely known for his energy in the classroom, and his willingness to "tell it to you straight," to help people in banking build a true picture of their practices and opportunities.

He is regularly asked to share his insights in credit, risk management, and financial literacy with trade associations at all levels, with many prominent banking schools, and with individual institutions seeking better outcomes. He also has spoken to groups of business owners, taking them "Inside the Mind of a Banker" so they can better understand how to collect and present their individual business stories to their financial institutions.

Personally, Jeff has both international and domestic experience with several institutions. He has worked on analysis, credit administration, policy, credit training, operations, marketing, small business, compliance, and many other issues.

Jeff believes that smart bankers and smart customers are the optimal combination, and he works with both sides of those relationships to help them seek mutually beneficial outcomes. He is confident that sound banking practices, combined with open and thorough communication between banks and their customers, are the foundation of successful selling.

Nicholas J. Ketcha

Enterprise Risk Management for Community Banks

Nicholas joined FinPro in April of 2002. Nicholas has primary responsibility for all regulatory and compliance related engagements for the firm. He is also the principal architect of the Quarterly Bank Fiduciary Package. Nicholas has also served on the faculty of the National School of Banking at Fairfield University.

Prior to joining FinPro, Nicholas served as Director of the Division of Banking for the State of New Jersey. He joined the State after his retirement from the Federal Deposit Insurance Corporation in 1999. At the time of his retirement from the FDIC, he was Director of its Division of Supervision in Washington, D.C. He began his career with FDIC in 1965 and rose through the ranks with positions including Regional Director of the FDIC’s New York region. He was named Director of the Division of Supervision in June 1995.

During his term as NJ Banking Director, Nicholas served as Chairman of the State Liaison Committee to the Federal Financial Institutions Examination Council and as Chairman of the Regulatory Committee of the Conference of State Bank Supervisors. While at the FDIC, he also served as a member of the Basel Committee on Bank Supervision from June 1995 to December 1998 and served two terms as Chairman of the Federal Financial Institutions Examination Council’s Task Force on Supervision. Nicholas earned a B.S. in Business Management from the University of Scranton and is a graduate and former faculty member of the Stonier Graduate School of Banking. He has also served as a faculty member of The National School of Banking at Fairfield University and The Moore School of Business at the University of South Carolina.

Brent Klanderud

Bank Management Simulation

Mr. Klanderud currently serves as the Field Supervisor – Risk Management for the Omaha Territory of the Federal Deposit Insurance Corporation. In that capacity he oversees 35 examiners working out of Field Offices located in Omaha, Nebraska and Grand Island, Nebraska. They provide direct examination oversight for 137 State non-member banks located in Nebraska and Southwest Iowa. The institutions range in size from $6 million in total assets to $2.6 billion in total assets. He has served in numerous positions during his 25 years with the FDIC including Field Supervisor, Case Manager, Review Examiner, and Examiner. Mr. Klanderud graduated from the Graduate School of Banking at Colorado in 1999 and currently serves as the Regulator for the Bank Management Simulation exercise.

Timothy W. Koch, Ph.D.

Asset & Liability Management II Level 1, Asset & Liability Management II Level 2

Timothy Koch is Professor of Finance at the University of South Carolina and President of the Graduate School of Banking at Colorado. He received a B.A. degree in mathematics from Wartburg College and a Ph.D. in economics from Purdue University. He has taught at USC since 1987 and formerly held the South Carolina Bankers Association Chair of Banking. Tim is the academic coordinator for the Graduate School of Bank Investments and Financial Management held at USC and the Workshop on Bank Investments and Asset-Liability Management Strategies held in Las Vegas, NV each September.

Dr. Koch's research and writing focuses on bank performance analysis, risk management, the pricing of financial futures and fixed-income securities, and public finance. He is co-author of Bank Management, a leading college textbook, and has published in a wide range of academic and banking journals. Tim is the author of the General Banking curriculum materials for state-sponsored banking schools. He is a frequent seminar speaker for the banking industry, is a consultant for community banks and currently serves on the FDIC's Advisory Committee on Community Banking. Tim has served as President of the Graduate School of Banking at Colorado (GSBC), the premier graduate banking school for community bankers, since 2001.

David Kohl, Ph.D.

Agricultural Credit

David Kohl received his M.S. and Ph.D. degrees in Agricultural Economics from Cornell University. For 25 years, Kohl was Professor of Agricultural Finance and Small Business Management and Entrepreneurship in the Department of Agricultural and Applied Economics at Virginia Tech, Blacksburg, Virginia. He was on special leave with the Royal Bank of Canada working on advanced initiatives for two years, and also assisted in the launch of the successful entrepreneurship program at Cornell University. Kohl retired from teaching in 2003 and is Professor Emeritus in the AAEC Department at Virginia Tech.

Kohl has traveled over 7 million miles throughout his professional career! He has conducted more than 5,000 workshops and seminars for agricultural groups such as bankers, Farm Credit, FSA, and regulators, as well as producer and agribusiness groups. He has published four books and over 1,000 articles on financial and business-related topics in journals, extension, and other popular publications. Kohl regularly writes for Ag Lender and Soybean Digest.

He has received 11 major teaching awards while teaching over 10,000 students, and 15 major Extension and Public Service awards from Virginia Tech, Cornell University, and state and national organizations. Kohl is a two-time recipient of the prestigious American Agricultural Economics Association's Outstanding Teaching Award. Kohl is only one of five professors in the 90-year plus history of the Association to receive the award twice. He received the Governor's award for his distinguished service to Virginia agriculture, the youngest recipient to receive this award.

Kohl has addressed the American Bankers Agricultural Conference for 30 consecutive years, and has appeared before numerous state bankers’ schools and conferences throughout the U.S., Canada, Mexico, and the world. He has also been one of the top rated instructors at the LSU and Colorado Graduate Schools of Banking, and is Chancellor of Farm Credit University, which has trained over 700 lenders using a online and face-to-face educational approach.

As facilitator of the United States Farm Financial Standards Task Force and member of the Canadian Agricultural Financial Standards Task Force, Dr. Kohl was one of the leaders in establishing guidelines for the standardized reporting and analysis of agricultural producers' financial information on a national and international basis. Recently, a $2 million endowed Chair of Agribusiness Management and Finance was established at Virginia Tech in the name of Dr. Kohl. This was in honor of his long-term commitment to teaching, research, and extension, and is one of only four such Chairs in the College of Agriculture and Life Sciences at Virginia Tech.

If you would like to keep up with Kohl’s information and perspectives, you can find his weekly columns on the following websites:

Ag Globe Trotter: www.farm-credit.com

Road Warrior of Agriculture: www.cornandsoybeandigest.com

Kohl is currently President of AgriVisions, LLC, a knowledge-based consulting business providing cutting-edge programs to leading agricultural organizations worldwide. He is also business coach and part owner of Homestead Creamery, a value added dairy business in the Blue Ridge Mountains.

On a more personal note, Dave enjoys playing basketball and likes most sports, farms, dogs, and covered bridges; he dislikes lazy students, administrative bureaucracies, and paperwork!

Edward A. Krei

Asset & Liability Management I

Edward A. Krei is a Managing Director with The Baker Group, an investment firm based in Oklahoma City, specializing in investment portfolio services, asset liability management, and financial strategies for community based financial institutions.

A frequent speaker at banking and investment conferences, Ed has spoken for the Federal Reserve Board of Governors, the OCC, OTS, FFIEC, Conference of State Bank Supervisors, several Federal Home Loan Banks, and state banking and securities regulatory agencies. He has served as faculty member of numerous banking schools, including the Graduate School of Bank Investments and Financial Management, the ABA National Commercial Lending Graduate School, and the Graduate Schools of Banking at SMU, Colorado and LSU. Ed has served as a consultant to central banks in Europe and Russia.

Ed received a BBA with honors in accounting from the University of Mississippi and was gold medalist on the CPA examination in Tennessee. He participated in the Leadership Oklahoma City program and has served on the Boards of numerous civic and charitable organizations including Junior Achievement, Goodwill Industries, Rotary Club #29 and the Arthritis Foundation. In 2008 the Independent Bankers Association of Texas presented to Ed its Chairman’s award in recognition of his contribution to community banking in Texas.

C. Robert Monroe

Dealing with Regulators & Regulations During Troubled Times

Bob is a partner with Stinson Morrison Hecker LLP. He is Chairman of the firm’s Financial Services Division and serves as legal counsel to well over 200 financial institutions. Bob has significant experience in matters involving bank and bank holding company mergers and formations, branch acquisitions, conversion to S-Corporations, negotiating regulatory orders, bank examination issues, prompt corrective actions, reorganizations, issuance of bank and bank holding company securities, succession planning, insurance and securities sales in bank lobbies, interstate banking issues, director and officer liability issues and lender liability issues. More recently, he has assisted clients regarding the Emergency Economic Stabilization Act of 2008 ("EESA"), President Obama's Stimulus Legislation, the U.S. Treasury's Capital Purchase Program, the FDIC's Temporary Liquidity Guarantee Programs and other capital and liquidity issues facing financial institutions in this difficult economy. For the past 24 months, Bob has been heavily involved in negotiating regulatory orders on behalf of bank clients.

Bob is listed in Best Lawyers in America for Banking Law, Corporate Law, and Mergers & Acquisitions Law. He was recently selected for the KCMBA Baron’s of the Boardroom for a distinguished career representing corporate/business clients and is listed as a Super Lawyer in Kansas and Missouri for Banking Law. Bob is also listed in Chambers USA for Corporate/M&A and, in their 2009 edition, Chambers described him as "incredibly knowledgeable and very prominent" on banking matters. Bob was recently awarded an honorary Doctorate degree in Humane Letters from Westminster College.

Bob is on the faculty of the Graduate School of Banking at Colorado and was on the faculty of the Graduate School of Banking at Louisiana State University, speaking on Current Regulatory Issues for many years. He has also spoken numerous times for many state bank associations and in front of many groups on banking. Finally, Bob has written many articles and booklets on various banking issues for numerous banking organizations.

Donald Musso

Strategic Planning, Strategic Management for De Novo Banks

Donald founded FinPro, Inc. in 1987 as a consulting and investment banking firm located in New Jersey that specializes in providing advisory services to the financial institutions industry.

Donald has a broad background in strategic planning, asset/liability management, market feasibility assessments, de novo bank formation and investment banking. Besides his consulting experience, he has solid industry experience, having worked for two multi-billion asset, east coast financial institutions.

Donald has significant de novo experience as a founder, significant shareholder and Board member. He helped form Nittany Financial Corporation in 1998 and served as Audit Chairman until the Bank was sold in 2006. Currently, Donald most recently formed Madison National Bank in Long Island. He also is a significant investor in numerous other de novo’s.
Donald has provided expert testimony on financial institution matters for the Federal Bankruptcy Court, the Office of Thrift Supervision and the United States Attorney’s Office.

Donald is a frequent speaker on financial institution related topics and has assisted trade groups such as the ACB, ABA, CSBS and numerous State Organizations in various activities. He is on the faculty of Stonier Graduate School of Banking, teaching Strategic Planning and Mergers and Acquisitions. Donald also teaches at the Graduate School of Bank Investments and Financial Management at the University of South Carolina and teaches at the Graduate School of Banking at Colorado, where he teaches Planning. In addition, Donald serves on the dean’s advisory council for the Villanova School of Business.

Prior to establishing FinPro, Donald had direct industry experience having managed the Corporate Planning and Mergers and Acquisitions departments for Meritor Financial Group, a $20 billion firm in Philadelphia. Before that, he had responsibility for the banking, thrift and real estate consulting practice in the State of New Jersey for Deloitte Haskins & Sells. He began his career with Goldome Savings Bank.

Donald earned a B.S. in Finance from Villanova University and a M.B.A. in Finance from Fairleigh Dickinson University.

Karl Nelson

Liquidity, Deposit Strategies & Funding

Karl Nelson is the CEO of KPN Consulting, a firm specializing in the ALCO process, Funding, and Liquidity issues. Previously, he was the Director of Industry and Governmental Relations with Silverton Bank in Atlanta, Georgia. Prior to that assignment, Karl was the President and Chief Marketing Officer of Institutional Deposits Corp (SR), a firm specializing in innovative deposit products for the banking industry. Karl has also served as the National Market Development Director for Promontory Interfinancial Network where he worked on national marketing strategies. Karl served as a Senior Vice President with the Federal Home Loan Bank of Atlanta from 1991 through 2002 where he managed the sales and marketing, strategic planning, and trade association/regulatory outreach efforts and served on the bank’s ALCO. Prior to joining the Home Loan Bank, Karl was involved for eighteen years with various regional banks including Barnett, Florida National, AmeriTrust Company, Society National Bank, and FNB Atlanta. Karl serves on the faculties of the Graduate School of Banking in Madison, Wisconsin and Boulder, Colorado, the Graduate School of Bank Investments & Financial Management in Columbia, South Carolina, the Financial Managers School in Madison, the Asian Academy, as well as the faculties of the state banking schools in Florida, North Carolina, and Tennessee. Karl is an organizing Director and Board ALCO Chair for a de novo bank in North Carolina.

Julie Nelson-Meers

Bank Management Simulation

Growing up as the daughter of a community banker in small town western Kansas, the stage was set for Julie Nelson Meers to pursue a career in banking. After graduating with a degree in business from The University of Kansas in 1988, Julie spent eight years working as a middle market commercial lender for Commerce Bank and Mark Twain Bank. In 1996, Julie joined Missouri Bank as a commercial lender, and quickly developed a reputation as an advocate and financial educator for small business – particularly those focused on creative pursuits. Today, Julie serves as senior vice president with responsibilities in both commercial banking and marketing, and is a member of the bank’s Executive Management Committee.

In addition to her role at Missouri Bank, Julie co-owns Meers Advertising with her husband Sam Meers. Julie has shared her expertise with many in the Kansas City business community, serving on numerous boards and committees and as a frequent guest speaker on all things entrepreneurial, banking and financial. Julie lives in Brookside, Missouri, with her husband Sam, daughter Katherine, and Golden Retriever Boulder.

David P. Nowling

Understanding Your Bank's Culture for Strategic Alignment

Leading Organizational Change in the 21^st Century

David Nowling is a manager in the Bank Examinations Department with the Federal Reserve Bank of Kansas City – Denver Branch. He has a total of 28 years of regulatory experience serving as a field examiner for 10 years. He has been a manager for over 18 years, managing in both the Examinations and Inspections, and Consumer Affairs Departments in Denver. David has a double major in Finance and Accounting from the University of Colorado, and a Masters in Business Administration from Denver University. He completed the Graduate School of Banking at Colorado in 1999, and received a Certificate in Organizational Development in December 2001.
In addition to his regulatory work, David is on the faculty at the Graduate School of Banking at Colorado where he teaches “Understanding Corporate Culture for Strategic Alignment”. He has extensive experience in cultural change, organizational alignment, job performance and coaching, team assessments and interventions, and communication. He is a certified associate with VitalSmarts and teaches “Crucial Conversations”.

John Norwood, JD

Business Law in Financial Institutions

John Norwood has taught Business Law in Financial Institutions at GSBC since 2002. “Dr. J.”, as he is known on campus, consistently ranks as one of the top-rated instructors of a core class at GSBC. John is a Professor of Business Law at the University of Arkansas, Walton College of Business and is the holder of the Nolan Williams Lectureship. John served as the Director of the Walton College Honors Program from 1999-2008. He is also an adjunct professor at the law school and serves the Editor in Chief of the Journal of Legal Studies Education. His educational background includes a B.A. and MBA from Louisiana State University and a JD from Tulane University. John’s areas of research interest include commercial law; the relationship between banks and the owners of checking accounts; bankruptcy; and gaming law. He has written numerous research articles throughout his career, and has received many awards and teaching distinctions as well as participates in many University and Community Service activities.

Jeff Phillips

Bank Management Simulation

Jeff Phillips is Vice President of Great Western Bank in Shawnee, KS. An Oklahoma native, he began his banking career as a teller and experienced many different aspects of the banks operations. In 1998, after graduating from Oklahoma State University with a B.S. in Agriculture Economics, he began his career as a loan officer with a $60 million bank in his hometown of El Reno. After earning an MBA from the University of Oklahoma, Jeff was asked to lead the retail efforts of a $4 billion regional bank. Upon accomplishing his goals in that arena, he was allowed to resume his commercial lending position focusing on small to mid-sized operating companies. Desiring to return to his community banking roots, Jeff accepted a position with GWB, where in addition to his lending responsibilities; he helps lead branch activities and strategic initiatives. He is actively involved in several non-profit organizations focused on bettering the community.

Jeff is a 2004 honors graduate of GSBC and serves as an Alumni Adviser, promoting the school and assisting in recruitment efforts. Jeff is also a faculty member, facilitating Bank Management Simulation for the third year students. He lives in Kansas City, MO with his wife Allison and enjoys movies, hiking and sports.

Robert B. Slade

Mastering Difficult Conversations: How To Talk About What Matters Most

Robert’s professional experience spans over 25 years in the fields of psychology, human resources management, organizational development and executive coaching. He has held executive level positions at Hewlett Packard Company, Poudre Valley Health System, and New Belgium Brewing Company.

Robert is a faculty member at Mountain States Employers Council, Denver, Colorado, The Graduate School of Banking at the University of Colorado, Boulder; The Pacific Coast Banking School at the University of Washington; and the Office of Personnel Management, Western States Management Development Center in Aurora, Colorado.

Robert holds a Bachelor’s degree from Colorado State University and a Masters degree from the University of Denver.

Donna de St. Aubin

Human Resource Management

Donna de St. Aubin's human resource and management expertise spans more than 25 years and includes executive human resource positions in the health care, manufacturing, financial and insurance industries. In addition to her experience in human resource management, planning and internal staffing, Ms. St. Aubin has also been involved in major corporate mergers, acquisitions, divestitures and consolidations. She develops and conducts executive and leadership processes to attract, engage and retain top talent. This includes defining leadership attributes, change management, building global leadership brands, evaluating organization effectiveness and creating workforce strategies.

A frequent speaker before industry and management groups, Ms. St. Aubin has taught at the University of Colorado and the University of Wisconsin Executive Management Institute. She is a past faculty member of the Keller Graduate School of Management, and is a long-standing faculty member of the Graduate School of Banking at Colorado.

Ms. St. Aubin is a co-author of the books 50 plus one Tips When Hiring & Firing Employees and 50 plus one Tips for Attracting, Engaging and Retaining Top Talent.

Ms. St. Aubin received a M.B.A. from Northwestern University, Evanston, Illinois and a B.A. from the College of St. Catherine, St. Paul, Minnesota. She is a member of the Human Resource Planning Society, ASTD, Human Resource Management Association of Chicago and the National Association of Women Business Owners (NAWBO). She is also active in church and community organizations.

Kate Stackhouse

How to Make the Retail Bank Work for You

Kate Stackhouse has more than 30 years of Retail and Business Banking experience throughout North America. As the Senior Vice President, Director of Sales Performance for First Citizens in Columbia, South Carolina, Kate is responsible for developing and implementing the retail banking sales strategies.

During her extensive banking career she has been in line banking roles within both retail and business banking sales and sales leadership, Human Resources.

Kate’s experience has encompassed all aspects of banking including: defining structure, determining capability requirements, developing sales routines and tracking systems, developing products, as well as the design and development of sales routines and incentive programs. Her background provides the experience to be a tremendous resource to bankers wanting to improve the performance of their organization.

Most recently Kate has been a guest speaker at the 2008 Pitney Bowes MapInfo Conference, the 2008 BAI Conference and the 2009 Pitney Bowes Financial Services Summit.

Michael L. Stevens

Bank Financial Analysis

Mike serves as the Senior Vice President for Regulatory Policy at the Conference of State Bank Supervisors (CSBS). In this capacity, Mike represents the state banking system in the development of federal regulatory policy in the areas of consumer protection and safety and soundness. He is also responsible for any issues related to the coordination and cooperation between state and federal regulators. Mike serves as the staff director for the Regulatory Committee, State Federal Working Group, and the FFIEC’s State Liaison Committee. Prior to this assignment, Mike worked in all facets of CSBS’s Professional Development Division. He is a frequent instructor and speaker on bank examination, bank financial analysis and regulatory issues. Mike serves on the faculty of the Graduate School of Banking at Colorado, the Texas Tech Bank School and the Graduate School of Bank Investments and Financial Management. Prior to joining CSBS in 1999, Mike was a bank examiner for the Iowa Division of Banking for 11 years.

Mike is a graduate of the University of Nebraska at Omaha. He lives in Ashburn, Virginia with his wife, Becki, and two children.

Kent Stickler

EQ not IQ: The Key to Leadership Effectiveness

Kent Stickler is president of Stickler Learning of Clearwater, Florida. Stickler Learning provides training and public speaking services regarding quality service, sales, leadership and peak performance. Kent is a graduate of Wheaton College, Wheaton, Illinois, has an MBA from the University of Illinois and is a graduate of the Southwestern Graduate School of Banking at Southern Methodist University in Dallas.

Kent is a certified Leader Effectiveness Training (LET) instructor and an accredited Emotional Intelligence (EQ) consultant. Over 7000 managers have graduated from his LET classes over the past years making him the leading LET instructor in the world. Prior to starting his own company in Clearwater in 1982, Stickler worked for AT&T, an Illinois banking company and a financial consulting company in Chicago.

He currently serves on the faculty of three banking schools throughout the country. They include the Graduate Schools of Banking at Colorado (GSBC) in Boulder, University of Wisconsin in Madison, and Southern Methodist University (SMU) in Dallas.

On a personal side, several of Stickler’s past achievements include Rotary Club President, Chairman of the Governor’s Prayer Breakfast, runner-up in the Illinois State Racquetball Championship and a recent Gold Medalist in the Good Life Fitness Games of Tampa Bay. He is married to Jane, and has a daughter, Dr. Sara Allen. Their son, Guy, passed away this past year due to complications from Asberger Syndrome, a form of autism.

Chris Thompson

Managing the Investment Portfolio

Chris is an Executive Vice President in the Investment Division with Country Club Bank - Capital Markets Group in Kansas City, Missouri. His responsibilities include portfolio sales and management. Additionally, Chris is the Investment Portfolio Manager for Country Club Bank and its affiliates. Chris is a member of the Financial Managers Society and holds the following securities licenses:

• Series 7 General Securities NYSE/NASD Registered Representative

• Series 52 MSRB Municipal Securities Registered Representative

• Series 63 Uniform Securities Agent – State Law Examination

• Series 65 Registered Investment Advisory Representative

• Life Insurance Producers License

Chris graduated with a B.A. in English Literature from Georgetown University, Washington, D.C. and earned his Master's degree in Business Administration, with a concentration in Finance, from Rockhurst University, Kansas City, Missouri. In 1990 Chris joined the staff of John Rolf and Associates, C.P.A.s, where his responsibilities included the auditing of financial institutions. Chris

joined the Investment Division of Country Club Bank in 1991. He worked in both the Operations and Trading units before joining our sales staff.

Chris has worked with several state banking associations and regulatory agencies to educate their membership in such investment matters as: Capital Management, Leverage Strategies, Mortgage Backed Securities and Collateralized Mortgage Obligations, FASB 115 "Mark to Market" Accounting, FDICIA Section 305, and many other investment related issues. Chris has also published investment-related articles in Northwestern Financial Review and Bank News.

Chris and his wife Julie have five young children.

Emre Unlu

Jentz Fellowship

Emre Unlu is an Assistant Professor in Finance Department at the University of Nebraska-Lincoln. He received his Ph.D. in finance from University of Missouri in 2007 and joined the UNL Finance Department in the same year. Emre has teaching and research interests in the areas of managerial finance and capital markets. He has published several articles in refereed journals and his work was cited in popular financial economics outlets such as The Economist, Wall Street Journal and Newsweek Magazine.

Mike Wasson

High Performance Community Banking

Mike is the Regional President and CEO of Community Trust Bank , where he manages 6 Community Banks in Central Kentucky. Mike is also the Executive Vice President and member of the Executive Committee of Community Trust Bancorporation, the largest Kentucky based bank in the state.

Over an almost 40 year career, Mike has managed Community Banks in Missouri, New Mexico, Texas, Illinois, Iowa and Kentucky. Mike has presented seminars for several trade groups and Banking Associations, and in addition to GSBC, he is on the faculty of the Missouri School of Bank Management, the Kentucky School of Banking, the Kentucky Essentials of Banking School and the Kentucky Commercial Lending School.

J. Michael Woody, Sr.

Loan Workouts

Owner and Principal of J. Michael Woody, Inc., offering consulting to banks, teaching and training, and expert witness services. Previously, Mr. Woody was the President, CEO and Director for many banks in Tennessee and Oklahoma. He has represented over 120 banking clients in 39 states in a wide scope of activity including strategic planning, profit maximization, work out strategies and tactics, regulatory interface, staffing, policies and procedures, and establishment of incentive compensation plans.

In addition, Mr. Woody has held faculty positions at a number of banking schools and Universities and makes over 80 presentations a year for banking associations. Mr. Woody has conducted bank training in Russia, Slovakia, the Czech Republic, Australia, and Singapore. Mr. Woody has been a GSBC faculty member for more than 30 years!

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