Dallas

Strategy Summit | November 1-3, 2023

Itinerary

Wednesday, November 1

5:30 PM
Welcome Reception & Dinner
  • Nine at the National (9th Floor)
8:30 PM - 10 PM
Late-Night Libations (Optional)
  • Nine at the National (9th Floor)

Thursday, November 2

Sunrise
Morning Run/Walk (Optional)
8:00 AM
Breakfast
  • National Ballroom III
9:00 AM
Morning Session I
  • National Ballroom IV, V, VI
10:45 AM
AM Break
11:00 AM
Morning Session II
  • National Ballroom IV, V, VI
12:00 PM
Lunch
  • National Ballroom III
1:00 PM
Afternoon Session I 
  • National Ballroom IV, V, VI
3:30 PM
PM Break
3:45 PM
Afternoon Session II: 
  • National Ballroom IV, V, VI
5:35 PM
SESSION CLOSE
6:00 PM
RECEPTION
  • National Ballroom IV, V, VI
7:00 PM
Dinner
  • National Ballroom III
9:00 PM
LATE-NIGHT LIBATIONS (OPTIONAL)
  • CatBird

Friday, November 3

Sunrise
Morning Run/Walk (Optional)
8:00 AM
Breakfast
  • National Ballroom III
8:45 AM
Morning Session I: Leadership & Navigating Change
  • National Ballroom IV, V, VI
10:30 AM
Break
10:45 AM
Morning Session II: Building a Plan
  • National Ballroom IV, V, VI
11:45 AM
Event Close
Participants
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Adam Laird
CEO - CHL
CHL
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Ashley Mejia
Credit Underwriter
CCB
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Brad Randle
President
Velocio Mortgage
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Brennan Cropper
Chief Technology Officer
CHL
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Brook Silvestri
EVP
CCB
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Bryan Studdard
Senior Loan Officer
CCB
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Chancy Edwards
SVP, Bank Division Controller
CCB
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Chris Blount
Regional Manager
CHL
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Chris Casto
Roscoe Sweetwater President/Exec. VP
CCB
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Chris Parada
Managing Director - Energy Finance
CCB
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Chuck Phelan
CFO - CCB
CCB
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Cody Hardridge
Regional President - Central
CHL
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Cody Hart
SVP of Finance
CHL
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Damon Cortez
VP/Regional Sales Manager
CHL
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Dan Cooper
EVP - Capital Markets/Servicing
CHL
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David Fraser
Chief Credit Officer
CCB
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Dawna Fullwood
Director of Customer Experience
CCB
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Derek Bolls
President, Clear Falls Valuation
CHL
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Fran Rohrbach
Director of Project Management
CCB
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Gene Humphries
Chief Revenue Officer
CHL
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Greg Jackson
MD & CLO - Commercial Lending and Institutional Banking
CCB
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Jaime Borcic
Associate General Counsel
CHL
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Janet Gallagher
SVP & Director of Financial Management
CCB
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Jason Bartels
VP, IT
CHL
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Jason Peifer
Branch Manager
Group Mortgage
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Jay Crowell
Division President, PNW
CHL
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Jesse Roth
Senior Business Development Executive
CCB
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Jim Hunter
MW Division President
CHL
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John Jay
Director - CCB
CCB
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John Sabath
Director of Operational Risk
CCB
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Kelly Graham
Sr. Credit Manager/Credit Officer
CCB
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Kelly Zitlow
EVP, Sales & Marketing
CHL
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Kyle Scaff
Director of Internal Audit
CCB
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Leslie Meech
JV President
Velocio Mortgage
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Lisa Cortez
National Director of Builder Outreach
CHL
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Luis Mendez
Treasurer - Commercial Banking
CCB
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Marc Laird
CCB Chairman of the Board
CCB
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Mary Clouthier
EVP/Chief Risk Officer
CCB
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Mary Dinkins
Regional President - Dinkins
CHL
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Mark Dinkins
Regional SVP
CHL
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Matt Oyole
SVP Servicing Technology
CCB
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Megan Teel
JV President
Stone Meadow Lending
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Michael Hancock
SVP - Commercial Banker
CCB
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Michaela Blair
Director of Deposit Operations
CCB
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Michelle Galbraith
Director of Loan Operations
CCB
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Mike Newton
Division President
CHL
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Naomi Brulport
Chief Compliance Officer
CCB
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Paul Ferrando
Senior Vice President - Operations
CHL
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Rick Womble
EVP/Branch President
CCB
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Scott Almy
CCB President & CEO
CCB
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Scott Young
SVP & Treasurer - Mortgage Banking
CCB
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Stacy Speas
SVP Mortgage Loan Division
CHL
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Stephanie Rembert
Regional Operations Director
CHL
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Tim White
Chief Legal Officer
CCB
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Toby (Tobin) Roberts
Director of Business Development
CHL
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Toby Wells
President, Servicing
CHL
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Trey Bell
Division President
CHL
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Walt Kieschnick
SVP Mortgage Loan SRV DIV
CCB
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Willie French
SVP HR
CCB
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Chey Loraine-Gerz
Vice President - Brand & Marketing Strategy
CCB
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Gabriela Swan
Events & Promotions Manager
CCB
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Daniel Harkavy
CEO
Building Champions
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Kristin Moreno
Events & Experiences Manager
Building Champions
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Michael Regan
Leadership Coach
Building Champions
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Sue Weaver
Leadership & Exec. Coach
Building Champions
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Todd Mosetter
Leadership & Exec Coach
Building Champions
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Jared Monday
RSB Dir. Bank Technology
CCB