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EVOLVE - 2024 New England Banking Summit Agenda


We are excited to welcome you on May 29th and 30th!

Hosted by BerryDunn and Stifel, this annual event will help you stay ahead of the curve on banking topics affecting your institution.

10:00 am    Golf 
Pease Golf Course
*Complimentary golf provided by BerryDunn and Stifel 


12:00 pm

Water View Grill | Portsmouth, NH

6:00 - 9:00 pm Networking Dinner 
Wentworth by the Sea Country Club
*limited space available

8:00 am Registration and Breakfast

8:30 am

Economic Update
CPE Credits: 1 Economics  
Presenters: Lindsey Piegza, Ph.D., Chief Economist, Stifel
9:40 am 10 - Minute Break
9:50 am Accounting Standards and Tax Updates: Proactive Strategies for Institutional Preparedness
CPE Credits: 1 Accounting 
Presenters: Kristen Perry, Principal, BerryDunn  
David Stone. Senior Manager, BerryDunn 
Kaylyn Landry, Senior Manager, BeryDunn 
Lindsey Francis, Senior Manager, BerryDunn
10:50 am 10 - Minute Break
11:00 am Balance Sheets: Maximizing Benefits and Minimizing Risks for Financial Institutions
CPE Credits: 1 Specialized Knowledge  
Presenters: Ryan Henley, Head of Financial Institutions Strategy Group, Stifel 
12:00 pm Lunch Break
12:40 pm Navigating Change: Models for Effective Leadership  
CPE Credits: 1 Specialized Knowledge   
Presenters: John Connaughton, Manager, BerryDunn 
1:30 pm 10 - Minute Break
1:40 - 2:30 pm Optimizing CECL  
CPE Credits: 1 Specialized Knowledge   
Presenters: Susan Weber, Senior Manager, BerryDunn

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