FinPro Capital Advisors
Donald “Don” Musso founded FinPro, Inc., in 1987 and it has become a nationally known thought leader in community banking. In 2021, Don also formed FinPro Capital Advisors, Inc., to conduct Capital Market and Investment banking activities. In addition to his decades of experience at FinPro, Don has started numerous de novo’s (several as a founder), is a large investor in community banks, is a member of various bank boards, and teaches for elite banking programs. Don has a Bachelor of Science degree in Finance from Villanova University and an MBA in Finance from Fairleigh Dickinson University.
Mel Schwarz, JD, CPA
Mel is director of legislative affairs for Eide Bailly. He has more than 37 years of experience specializing in legislative affairs, including development and implementation of tax legislation at the national level. He spent six years on the staff of the Joint Committee on Taxation and has served as the chairman of the Tax legislation Committee of the AICPA. He has a Master of Professional Accounting degree from the University of Texas at Austin. He has a Juris Doctorate from the University of Michigan and a Bachelor of Arts in History from Southern Methodist University.
Steve is co-founder, president and partner at Cornerstone Advisors. He heads up the firm’s strategy and execution solutions practice. Steve has assisted hundreds of banks in their efforts to become highly efficient, top performing financial institutions. He has more than 25 years of experience in the financial services industry including previous roles at Chase Bank, Arthur Anderson and M One, Inc. Steve is a nationally known facilitator for management retreats and board planning sessions. Steve has a master’s degree in finance, summa cum laude, from Arizona State University, Tempe, and a bachelor’s degree in business journalism from Northern Arizona University, Flagstaff.
Sean Statz is a member of the financial services team at Baker Tilly and specializes in providing data analytics and financial modeling services to financial institutions. Prior to joining Baker Tilly, Statz worked for a financial institutions consulting firm, specializing in M&A, CECL, and other data-focused advisory services to banks.
Scott is a managing director and the head of the financial strategies group of Piper Sandler. Previously, he was a principal and chief balance sheet strategist at Sandler O’Neill + Partners, LP. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions. Hildenbrand has a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in finance from Gettysburg College.
Caitlin B. Houlton Kuntz
Fredrikson & Byron
Caitlin, a senior associate at Fredrikson & Byron, represents banks and other financial institutions in a variety of regulatory, mergers and acquisitions, and other transactional matters. In addition, Caitlin routinely negotiates critical contracts with bank vendors, including core processing agreements and drafts customer agreements. Prior to joining Fredrikson, Caitlin coordinated regulatory examinations and communications at a large national bank, focusing on safety and soundness, stress testing and corporate treasury.
Julie Peterson Klein
As EVP | Chief Culture Officer, Julie Peterson Klein leads the mission of Happy Employees! Happy Customers! Julie has 25+ years of banking and leadership experience, the past 22 with Bell, where she leads the company culture and the human resources teams for the company’s 1600 team members. Julie created the bank’s How Bell of You program to recognize acts of exceptional kindness; the top nominees each year are honored with Bell Value Awards. Julie’s drive to bring her best every day inspires everyone around her. Julie is a certified senior professional in human resources and a member of the FM Human Resources Association. She is Bell’s United Way coordinator and a Key Club member. Julie currently serves on the boards of TEDxFargo, InSports Foundation, Fargo Theatre & the National Pay It Forward Foundation.
Paul Sirek, CPA, is a partner at Eide Bailly where he has focused on the financial institutions industry since 1995. He provides management consulting, tax planning and tax compliance services to financial institutions ranging from $50 million to more than $1 billion in assets. Sirek assists financial institutions with merger and acquisition issues, including assistance and execution of bank sale marketing strategies, tax structuring of transactions and the regulatory application process. Sirek serves as the Tax Director of the firm's Financial Institutions Services Group.
Anthony Cole Training
Jack has more than 30 years of experience in sales and sales management spanning a host of industries including software, transportation, printing services, insurance and training. Since joining Anthony Cole Training in 2014, Jack has become one of our community bank specialists, helping our bank clients sell better, coach better and hire better. Jack brings deep experience of “feet on the street,” practical selling as well as a coaching and training background, to help banks improve their sales results and close their sales opportunity gap.
Kevin Schalk, Partner, has been with Baker Tilly since 2006. Kevin has been serving financial institutions since 2000 with significant emphasis on banking operations. Prior to joining Baker Tilly, Kevin served financial services clients for several national accounting firms.
Jay joined the Eide Bailly Washington D.C., Legislative Affairs team on January 11 as a Senior Manager based in the Minneapolis office. Jay has 21 years of experience as a reporter, covering topics related to tax planning and compliance, legislation, accounting, political developments, business, policy and more. He also has nine years of experience working in tax and accounting. Jay has a Bachelor of Science in Accounting from Butler University.
Thanks to our tremendous sponsor support, we are able to make this fantastic two-day educational event available to members at just $149. Attend the entire seminar or just a single session, for one simple low price. Or, if you have three or more people at your bank, or on your board, who would like to attend, register using our member group rate of $399. That’s one package rate for three to 10 registrants.
BHCA Member Group Pricing
One package rate for three to 10 registrants.
BHCA Member Pricing
Member institutions get a discount for attendees beyond the third registrant. Starting with the fourth registration, the rate is just $124 per person!
Consider becoming a member for discounted rates.