Dan Klein is a Senior Partner at Lockshield Partners. As a CFP® Practitioner, Dan’s Series 4 (Registered Options Principal), Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) registrations are held through LPL Financial. He also holds his Series 65 (Uniform Investment Advisor Law) registration through Lockshield Partners. He also holds State of Kentucky Life, Health, Variable Annuity, and General Lines insurance licenses.

Dan began his career in financial planning at a time when many stock brokers and investment houses were pushing tech stocks and trying to catch the next hot investment Dan’s mission was simple: Help his clients achieve their family’s financial goals through honest and competent financial planning. From that simplest of beginnings he has built, one client at a time, a reputation as one of the most trusted financial planners in Western Kentucky.

Dan frequently works side by side with his client’s CPAs, attorneys, bankers, and families to help articulate, define, monitor, and work toward their financial goals. He recognizes the intimate connection between pursuing his client’s financial goals and how that may enable them to achieve their life’s goals and passions. Dan served on the LPL Financial Advisory Council in 2009. From more than 3,000 advisors nationwide LPL Financial invites only 24 hand-picked advisors to sit on the council for their integrity and service to their clients. He holds a bachelors degree from Saint Louis University, and he completed the Financial Planning and Services program at Western Kentucky University.

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Dr. Dave Kohl is Professor Emeritus of Agricultural Finance and Small Business Management & Entrepreneurship at Virginia Tech University. He taught in the Agricultural and Applied Economics Department for 25 years.

Dave currently energizes agricultural lenders, producers, and business people with his keen insight into the agricultural industry gained through extensive travel, research, and exposure during his career. He has traveled over 9 million miles in his career; conducted more than 6,000 workshops and seminars for agricultural audiences; published more than 2,100 articles; and writes for many leading publications. Dave was recently inducted into the Virginia Tech College of Agriculture and Life Sciences Hall of Fame, and his personal involvement with agriculture and interaction with key industry players provide a unique perspective into future trends of the agricultural industry and economy.

Dave received his associate’s degree from Jefferson Community College, bachelor’s degree from Oswego State University, and his graduate degrees at Cornell University. He has received 11 major teaching awards while educating more than 10,000 students. He also earned 25 major extension and public service awards from Virginia Tech, Cornell University, and state and national organizations. Dave is a two-time recipient of the prestigious American Agricultural Economics Association’s Distinguished Teaching Award, one of only five professors in the 100-year history of the association to receive the award twice.

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Mark Krawczyk has over forty years of management experience in banking, corporate and municipal finance, treasury operations, and human resources. Mark is the principal and owner of his own firm, CZYK & Associates. Through his company, Mark provides a unique insight into the workings of treasury operations, change management strategies, ACH applications, and financial/ treasury management strategies to clients and audiences around the country. Through numerous writings, lectures, seminars and speaking engagements, Mark brings a unique, insightful and, many times, humorous perspective to a number of issues facing corporate America today. He is actively sought as an entertaining and informative conference keynote speaker.

Mark received both his undergraduate degree and MBA in Finance from Oklahoma State University. He currently serves as the Director of Finance for the City of Hermiston, Oregon. He is a Certified Treasury Professional (CTP), has twice served on the Board of Directors of the Association for Financial Professionals (AFP), and has served as a faculty member for the Graduate School of Banking at LSU for over 20 years.

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Dr. Steve Lacewell is a Professor of Finance and the Director of the Center for Banking and Finance at Murray State University. Steve previously worked as a National Bank Examiner for the Office of the Comptroller of the Currency and he served as an executive officer and commercial lender for two banks. He has taught classes and published research internationally, and he was the recipient of the 2012 Max Carmen Outstanding Teacher Award, the highest teaching award given by Murray State University. Steve created the Area in Finance with a Commercial Bank Management option at Murray State in the spring of 2016. It contains up to 21 course hours of bank-specific classes including compliance, lending, counter-threat finance, intro to banking, and advanced bank management.

He earned his undergraduate degree in economics from the University of Tennessee at Martin, his MBA with a concentration in Finance from Murray State University, and a M.S. in Finance and a Ph.D. in Finance with minors in Economics and Statistics from Mississippi State University. Steve teaches the first year course in Asset-Liability Management at the Graduate School of Banking at LSU.

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John Land is a Senior Case Manager in the FDIC’s Dallas Regional Office. He holds a Bachelor of Science degree in Finance from LSU and an MBA from Baylor University. He completed the Graduate School of Banking at LSU in 1998, and he serves as an instructor for the third-year BankSim program.

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Angie Lewis joined Citizens First Bank, a division of Synovus, in 2000 as Vice President/Private Banking and was responsible for leading the bank’s growth in the area of wealth management. In 2006, she was named Executive Vice President and was promoted to President/CEO in 2008. In 2012, she was named CEO of Synovus’ Northwest Georgia division. In 2017, Angie moved into a corporate role with Synovus as Group Executive, Community Banking. She transitioned to Group Executive, Enterprise Risk in May 2018.

Angie is a graduate of Berry College and the Graduate School of Banking at LSU. She is a C.P.A. and worked in public accounting prior to her career in banking. She is very involved in community service activities and has served as President of the Rome Junior Service League, Chair of the Greater Rome Chamber of Commerce and Chair of the Rome-Floyd County Development Authority.

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Geof Longstaff serves as a Director of One Florida Bank in Orlando Florida and performs Expert Witness services on banking and lending matters throughout the United States. Geof been a banker since 1972, serving the banking industry in Florida for over 46 years. He served as President & CEO of 4 different banks in Florida ranging from South Florida to Orlando, culminating in the formation of First Mercantile National Bank in Orlando, Florida. Geof founded Mercantile Capital Corporation, a national lender specializing in the SBA 504 program, in 2003. This company was acquired by Old Florida Bank in 2010, and subsequently by merger with Iberia Bank, where he served as Chairman & CEO through 2018. Geof retired from Mercantile in early 2019.

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Mike Milan is Vice President for Customer Success at Finagraph. With over 20 years of sales and entrepreneurship experience, Mike teaches at the most prestigious graduate schools of banking in America and is a sought after speaker on the topic of small business. He has translated innovative ideas into multi-million dollar businesses. Prior to joining Finagraph, Mike built and sold several successful ventures such as Blazing Star Staffing, a Midwest regional hotel staffing company, and Bottoms Up Brewhouse. He also owned two service businesses near St. Louis, Missouri.

Mike is a former Missouri State Trooper. He earned his BA from Wester Illinois University, and he later earned his MBA from Baylor University

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Joe Nemetz is the Executive Vice President and Chief Credit Officer of First American Bank & Trust in Athens, Georgia, a position he has held since 2014. Joe is a graduate of the University of Georgia, and he is also an alumnus of the Graduate School of Banking at LSU. Joe began his banking career in 1982. Joe has served on the Board of Directors and Curriculum Committee for Georgia Bankers Association School of Banking for past 16 years. He has served on the Faculty at the Graduate School of Banking since 2013.

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Danny Payne has over 50 years of experience in the banking industry as President/CEO of several Texas banks. He has served on the boards of Texas and California banks, and was the Commissioner of the Texas Department of Savings Banks and Mortgage Lending. He was the first Texas Director of Mortgage Lending Licensing. Through an affiliation with Deloitte Touche, he served as a Senior Investigator/Contractor for the FDIC in numerous bank receiverships. He was a partner in a notable asset and bank acquisition firm based in Dallas, Texas, and he leads a consulting firm serving a multitude of U. S. financial institutions and bank regulators. Danny joined the faculty of the Graduate School of Banking at LSU in 2018.

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Dr. Tom Payne is Dean of the College of Business and Professor of Economics at Tennessee Tech University. As dean, Tom serves as the senior academic and administrative officer, provides leadership and vision, and sets strategic, operational, and financial direction for the college.

Tom holds a BS in Electrical Engineering from the University of Arkansas, an MBA from the University of Texas at Dallas, and a Ph.D. in Finance from the University of Arkansas. Prior to joining Tennessee Tech, Tom served as the University of Tennessee at Martin Dunagan Chair of Excellence in Banking and as chair of the Department of Accounting, Finance, Economics and Political Science. Tom’s professional experience also includes positions at Texas Instruments, Rockwell International, UT Chattanooga and the University of Arkansas.

Tom served as a visiting professor at the University of Orléans (France), partnered with the Financial Services Volunteer Corporation to assist the Savings Bank of Albania during its privatization, and hosted a management program for Russian bank executives. He serves on the faculty of banking schools throughout the Southeastern United States and received the Eugene Spragens President’s Award for teaching excellence from the Graduate School of Banking at LSU. Tom has published dozens journal articles, provided hundreds of presentations, and worked in partnership with academic, government, and private organizations supporting education and economic development.

Tom serves on the Executive Committee of the Putnam County Chamber Board of Directors and as Vice Chair of the Workforce Development and Education Division. He served as chair of the Martin Tennessee Industrial Board and as a member of the Weakley County Economic Development Board. He is founder of the UT Martin Regional Entrepreneurship and Economic Development (REED) Center and the Mid-South School for Advanced Agricultural Lending. He served on the WestStar Leadership Program Board of Trustees and as a past president of the Southwestern Finance Association. A Paul Harris Fellow, Tom is a member of the Cookeville Rotary Club and a past president of the Martin Rotary Club.

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Tony L. Reitzel is a Senior Loan Administrator for BB&T in Greensboro, North Carolina. He previously held the positions of Business Services Officer, City Executive, Regional Credit Officer, and Reginal Loan Administrator at BB&T. Prior to joining BB&T, Tony was a Controller for Heavy Equipment Company, Commercial Lender & City Executive for First Citizens Bank. He also was a Private Banker, Retail Group Manager, Retail Branch Manager, and Retail & Mortgage Loan Officer at Wachovia Bank.

Tony holds a BA in Business Administration with a minor in Psychology Lenoir-Rhyne College. He received his MBA from Pfeiffer University, and he graduated from the Graduate School of Banking at LSU in 2011. He has served on the faculty of the Graduate School of Banking at LSU since 2012.

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Robert Reynolds is a Senior Partner at Reynolds, Reynolds & Little, LLC with offices in Tuscaloosa, Birmingham, Montgomery, and Huntsville, Alabama. He was admitted to the Alabama bar in 1979, and he has argued before the Alabama and United States District Court, Northern, Middle and Southern Districts of Alabama, Northern District of Florida, Fifth and Eleventh Circuit Court of Appeals; and the United States Supreme Court.

Robert holds a bachelors degree from Auburn University, and he received his MPA and Juris Doctor from the University of Alabama. He is Board Certified in Consumer and Business Bankruptcy, and he previously served as Vice President of Development for the American Bankruptcy Institute (ABI), ABI Director, Past Chair of the ABI Southeast Workshop Advisory Board, and Past Chair for Bankruptcy and Commercial Law Section for the Alabama State Bar.

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Pamela Ricco is the Executive Vice President and Chief Operating Officer (EVP/COO) at the Florida Bankers Association (FBA). In this capacity, Ricco is responsible for the general management and operation of a 130 year-old statewide trade association with 19 employees and an annual operating budget of over $6 million. She oversees all Membership functions of the FBA including Education, the Florida Bankers Education Foundation, Communications & Marketing, the Trust Division and all non-dues revenue programs. Ricco also serves as President and CEO of FBA BancServ, Inc., the association’s wholly owned for-profit subsidiary; she joined the FBA in 2003 as Vice President of Communications.

Pamela holds a bachelors degree from the University of Alabama, and she earned two masters degrees from Florida State University. She is member of the Board of Trustees at Florida House, Florida’s state embassy on Capitol Hill, and she serves as a director at SelectSouce, a third-party administrator for the Florida Bankers Insurance Trust.

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Ronny Roberts is Managing Director of ProBank Austin’s (formerly Professional Bank Services, Inc.) Nashville, Tennessee office. Ronny serves on the Board of Directors and is a member of the firm’s Management Committee. Prior to joining the company in 1990, Ronny was a senior vice president for a regional bank holding company for eight years, where he managed the audit and loan examination division and was assistant director for credit policy and loan administration. He was also extensively involved with the acquisition of 17 banks for the holding company. From 1970 to 1982 he served as a national bank examiner with the Office of the Comptroller of the Currency (OCC). His duties with the OCC included examination of many of the large regional and problem banks in the Southeast, instructor at various training sessions, regional recruiter at nine universities, and assignments in both the Regional and Washington offices. Ronny has also served as a community banker.

With ProBank Austin, Ronny provides consulting services in loan review, internal auditing (including Sarbanes-Oxley compliance), quality analysis, loan administration, director and loan officer training, regulatory assistance, strategic planning, capital planning, quality control reviews for secondary market mortgage lending, and litigation support, including expert witness testimony. Ronny is a graduate of both the University of Tennessee and the Graduate School of Banking at the University of Wisconsin. He is a member of the National Association of Corporate Directors (NACD) and the American Association of Bank Directors (AABD), and he has served on the faculty of the Graduate School of Banking at LSU since 1992.

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Steve Robichaux is President of Capital City Consultants. As an active consultant Steve specializes in Conflict Resolution, Team Building, Motivating and empowering your employees. Steve has worked with companies such as Schlumberger, EMC, Albemarle, CLECO, and Turner Industries

Steve holds an MBA and Undergraduate Degree in Psychology from LSU, and he has been professionally affiliated with LSU Continuing Education for over 25 years. He served as an instructor in the LSU Executive Education Program for fifteen years, and he has taught on the faculty of the Graduate School of Banking at LSU for over 20 years.

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George Schloegel is retired President & CEO of Hancock Bank. He joined the Bank in 1956, working after school during his high school years. He received his Bachelor of Science degree from Louisiana State University in New Orleans, now the University of New Orleans.

George served as the President of the Mississippi Bankers Association from 1997–1998, and was on the Board of Directors of Mississippi Power Company. He was the founder of the Harrison County Strategic Planning Commission, known as Coast 21, and served as Chairman of Mississippi’s Workforce Investment Board. He served as Mayor of Gulfport from 2009-2013.

George is a faculty member of the Mississippi School of Banking at the University of Mississippi and is a faculty member, Trustee, and Past President of the Graduate School of Banking at Louisiana State University.

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Chad Tagtow is the Senior Vice President and Chief Information Officer for Citizens Bank and Trust in Polk County, Florida.  His areas of responsibility include technology, risk management, and operations.  Prior to joining Citizens Bank and Trust, Chad worked for Raytheon NCS on multiple government projects in the areas of: Information assurance architectural design, risk management, security testing and evaluation, and security certification and accreditation. He began his career in the information security field developing and implementing network security policy for Boeing Aerospace at Kennedy Space Center in the late 1990’s.

Chad holds a Bachelor of Science degree in Computer Engineering from the University of Central Florida. He graduated from the Graduate School of Banking at LSU in 2009. He is an (ISC)² Certified Information Systems Security Professional (CISSP) since 2002. He teaches the Risk Management and Cybersecurity course at the Graduate School of Banking at LSU.

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Jim Thomas is an attorney, author, speaker, trainer, and one of the most acclaimed and respected negotiators in the United States. Jim has specialized in negotiation for most of his 40-year law practice in Washington, DC. His clients have included the largest 20 financial institutions in the United States as well as most of the Fortune 500.

Jim’s book, Negotiate to Win, is a HarperCollins international bestseller and is available in 18 languages. He’s the author of scores of articles about negotiating and is a frequent guest on cable news. He’s a member of the faculty at the University of Washington’s Pacific Coast Banking School and the Graduate School of Banking at Louisiana State University.

Jim is a graduate of the University of California at Los Angeles and The Georgetown University Law Center.

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Graham Thompson is a retired banker. During his banking career, Graham served as CEO of three banks, senior lender of two banks, market president of one bank, and held seats on the boards of directors of seven banks. Graham also served as Chief Credit Officer/Risk Manager for First Commerce Corporation, a $9.5 billion, six bank holding company domiciled in New Orleans which later sold to Bank One for 3.86 times book.

Graham was both Treasurer and Board Chairman of the Louisiana Bankers Association where he headed the State Government Relation Committee for 17 years. Graham’s civic service also includes board chairmanship of both the Baton Rouge Area Chamber of Commerce and the Monroe, Louisiana Chamber of Commerce. He served three terms on the Board of Our Lady of the Lake Regional Medical Center, and he served 2 terms as chairman. Before moving to Louisiana Thompson was elected to 3 terms on the Board of Education in North Little Rock, Arkansas. Thompson is a member of First Presbyterian Church of Baton Rouge where he is an Elder and a Trustee.

Graham attended Vanderbilt University where he graduated Summa Cum Laude. He is a graduate of The Southwestern Graduate School of banking at Southern Methodist University. He currently is engaged in consulting work, and he has served as an instructor at the Graduate School of Banking at LSU for over 24 years.

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Tod Trulove serves as the Assistant Commissioner of the Bank Division for the Tennessee Department of Financial Institutions. Mr. Trulove began his career with the Department of Financial Institutions in 1990 as a bank examiner in the Middle Tennessee Field Office. In 1999 he took on the duties of special examiner concentrating on conducting examinations of trust companies and bank trust departments. He was promoted to regional supervisor, where he managed a team of bank examination personnel, in 2001. Mr. Trulove later assumed the role of Chief Administrator of the bank division before being promoted to his present position in 2004. As assistant commissioner, he is responsible for leadership of the bank division and supervision of state-chartered commercial and savings banks, independent trust companies, and business and industrial development corporations. In addition to indirectly supervising the examination function he also oversees the division’s large bank, applications, trust, and training sections. He is responsible for the division’s budget and operations and the formulation and implementation of policy.

A native of Columbia, Tennessee, Mr. Trulove holds a Bachelors of Business Administration degree from Middle Tennessee State University, Murfreesboro, Tennessee and is an alumnus of the Graduate School of Banking at Louisiana State University, where he currently serves on the faculty. Mr. Trulove is a member of the Performance Standards Committee of the Conference of Bank Supervisors (CSBS) Education Foundation, he holds a Certified Examination Management designation from the Foundation, and he is a member of CSBS District III.

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Jeff Turner is an Executive Vice President and People Department Director for First Florida Integrity Bank (FFIB) in Naples, Florida. Prior to joining FFIB in 2012, Jeff served in various leadership and management human resources positions with Capital Bank, TIB Bank, Fifth Third Bank, and First National Bank of Florida. Before beginning his career in banking, Jeff served in corporate roles with IBM, Allstate Insurance Company, and Pepsi Co Frito-Lay. Jeff earned the Senior Professional in Human Resources designation in 2013. Jeff earned his bachelor degrees in Economics and Business Management from North Carolina State University.

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