Annual Conference

Mike co-founded pro-voke with the intention of bringing bold, compelling insights to businesses by leveraging creating thinking and innovation. He is known for his ability to simplify the complex; create a pull for participation; and articulate strategy in a way that is easy for others to understand and embrace. With experience in organizational “turnaround”, Mike knows how to enlist and engage leaders in managing change and transition.

Kathy Moe serves as the Regional Director for the San Francisco Region of the FDIC, where she is responsible for the supervision and oversight of financial institutions in 11 Western States, plus the territory of Guam and the Federated States of Micronesia. She has fulfilled the role of Regional Director since 2016 and prior to that she was Deputy Regional Director for Risk Management Supervision. She previously served as Field Supervisor for the Phoenix Field Territory.  Kathy is a 37+ year veteran with the FDIC where she has led several special projects including the 2019 Chairman’s initiative on Supervision Modernization involving innovation and greater use of technology. She serves as the executive sponsor for the Field Supervisor and Supervisor Examiner Councils within the FDIC. The San Francisco Region supervises some of the largest and most complex financial institutions in the country. 

Mongkha Pavlick serves as Senior Vice President in the Supervision + Credit Group at the Federal Reserve Bank of San Francisco. She oversees teams with responsibilities for community and regional institution supervision, consumer compliance supervision, formations + transactions, and enforcement. Mongkha is a member of the SF Fed’s Management Committee and is based in the Los Angeles branch.

Jason Lane is vice president and deputy director of government relations for the California Bankers Association and manages California state tax policy for the association, which involves analyzing legislation and regulatory activity, and the development of policy positions for the association. Lane is one of three lobbyists at CBA and, in addition to his primary focus on taxation, he also lobbies on behalf of the association on issues related to the state budget, and consumer lending legislation. Lane has significant expertise in handling legislative issues including taxation, data security, identity theft, and housing.

Dr. Lindsey Piegza is the Chief Economist for Stifel Financial. She specializes in the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies. Prior to her role with Stifel, she was the Senior Economist for an investment bank in New York City for eight years consulting clients in the U.S., Europe, Asia and the Middle East.

A highly sought-after speaker across national and international forums, Lindsey is often quoted in the business press. She is a regular guest on CNBC, Bloomberg, CNN and Fox Business, as well as national radio and other business news outlets. Lindsey is also a monthly op-ed contributor for The Hill.

Dan Robb is president and CEO of Jonesburg State Bank, a 100-year-old, community bank in East Central Missouri. Robb has over 37 years of banking experience since starting his career in 1985 as a bank teller.

Dan is active in the local communities serving on various business and non-profit boards and he is involved in multiple civic activity groups.

Active in the banking industry, serving the Missouri Bankers Association through the years in various roles, including 8 years on the MBA Board of Directors and was MBA Chairman in 2015. Dan served on ABA’s Community Bankers Council, Grass Roots Committee and was Chairman of ABA’s Government Relations Council in 2020. He also served on the board of ABA’s subsidiary Fund for Economic Growth.

David Volk is a Director Bank of Southern California, joining the Board in 2017. He is a principal at Castle Creek Capital, an alternative asset management firm focused on the community banking industry and located in San Diego, California. He started with Castle Creek Capital Partners VI LP in 2005, having led or supported investments in numerous recapitalization, distressed, and growth situations. Prior to joining the firm, he worked as an associate with TW Associates Capital, Inc. and Ernst & Young.

Nick is a Principal in Wolf’s Advisory Group and serves on the Firm’s Information Technology (IT) Audit Team, where he manages IT audit services for clients in a variety of industries, including the financial, educational, government, commercial, and healthcare sectors. He has significant expertise in enterprise risk management, general information security and controls, IT governance, business continuity and disaster recovery planning, and penetration testing. Nick also has extensive experience with compliance considerations, including the Gramm-Leach-Bliley Act, the Health Insurance Portability and Accountability Act (HIPAA), Sarbanes-Oxley (SOX) 404 internal controls testing, NIST 800-171, and System and Organization Controls (SOC) reports.

Sean is a Senior Manager in Wolf’s IT Assurance and Security group. This role entails developing security reviews, managing projects including security reviews (e.g., Active Directory, firewall configurations, etc.), vulnerability assessments, and penetration tests. Sean is also Wolf’s Lead QSA responsible for carrying out PCI DSS audits and mentoring Associate QSAs.

Eric Devine is the President of Vitex where he brings a highly motivated, fiscally conscious, and goal driven atmosphere. In tandem, Eric is a contract negotiation expert with additional focuses on banking technology and operations. With his immense business, banking, and technical backgrounds, Eric has a deep understanding of what it takes to be a leader within the management spectrum and optimize banking infrastructure to ensure daily operational success.

Brian Montgomery utilizes his background in financial services regulation to strategically advise businesses on federal and state regulatory compliance.

Brian’s practice focuses on representing and advising banks, non-bank financial institutions, fintech companies, money services businesses and other businesses on regulatory and compliance matters, with a particular focus on consumer financial products and services. He regularly advises companies on how to navigate regulatory issues as they bring innovative financial products and services to market. Brian also counsels clients on compliance with regulators’ cybersecurity, information technology and third-party risk management requirements.

With nearly thirty years’ experience in the financial risk and performance management areas within the banking industry, Bryan’s current responsibilities include assisting clients and prospects in understanding how Empyrean solutions can help analyze and improve their overall financial performance, as well as helping to define the product strategy and design for Empyrean’s performance management solutions and speaking and authoring content for banking industry events and publications.

With over 25 years of experience in balance sheet and model risk management, and hands-on experience in audit and leading the operations of DCG’s Financial Analytics Department, Mark has unique expertise for optimizing and “right-sizing” risk management in the community, mid-size, and large banking space.

Mike Dohren has over 25 years of financial services experience and is a Certified Public Accountant. Mike joined PCBB 20 years ago as Chief Financial Officer and has played a critical role in PCBB’s ongoing success. As President of PCBB, Mike

Richard Booth is the Chief Compliance Officer at Fortress Trust Company, a Nevada State Chartered Trust Company that provides leading web3 infrastructure solutions for brands and builders to build on/off ramps, self-custody wallets, as well as fungible and non fungible token programs.

Max Damm is a Managing Director at IntraFi, covering banks in California, Hawaii, and Alaska. Max has more than 24 years of experience in financial services, working at national and community banks along the way. As Managing Director, Max works hand in hand with banks on numerous activities including C-level deposit strategy, liquidity management, new product rollout, sales training, and end client education. Max studied at American University in Washington, DC and is a proud husband and father to two young boys.

Noory has been working with financial institutions since 2005. His experience is focused in finance, accounting, operations, compliance, and risk management with specialties in the review of the Bank Secrecy Act (BSA), regulatory compliance, residential mortgage/commercial lending, and asset quality reviews. Noory devotes his time to consulting with financial institutions on operational and regulatory compliance matters, performing and managing operational audits and regulatory compliance reviews, and conducting risk assessments and anti-money laundering audits.

Joshua joined CLA in 2007 in the financial institutions group. Josh devotes 100 percent of his time serving financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services for community banks. 

Joshua also spends a portion of his efforts working with financial institutions in their partnership efforts with financial technology (Fintech) companies.  This includes Fintech companies with a focus on lending, efficiency improvement, and alternative finance sources.

Zac Davis counsels financial institutions on a wide range of corporate and securities matters, including mergers and acquisitions, purchase and assumption transactions, branch sales, mutual-to-stock conversions, mutual holding company formations, public offerings and private placements, and charter conversions. Mr. Davis has represented issuers and underwriters in initial and secondary public offerings and private placements of securities and assisted companies in their reporting and disclosure obligations under federal securities laws. Mr. Davis also routinely advises financial institutions with respect to various corporate governance, regulatory and compliance matters, including regulations applicable to corporations, directors, officers and principal shareholders.