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Dates

Monday, October 06, 2025 - Wednesday, October 08, 2025

Time

9:00 AM - 4:00 PM EST

Early Bird Discount Deadline

Monday, October 06, 2025

Location

33rd Bank Compliance Academy Event Image

Program Overview

Mass Bankers presents the 33rd Annual Bank Compliance Academy (BCA). Our premiere compliance seminar, this 3-day program focuses on federal regulation and emerging issues in both deposits and lending verticals with the aim to help attendees understand the relevant compliance standards for their banks in 2025. Attendees will have the opportunity to network with other compliance professionals and hear from experts on hot topics looking ahead to 2026. Whether you are new to compliance management or are looking for a refresher, this engaging and comprehensive school can help you master the dynamic field of bank compliance.

This year's BCA qualifies for 15 Continuing Education (CE) Credits with the American Bankers Association (ABA). Our seminars also qualify for Independent Community Bankers of America (ICBA) professional development certifications.

Patti Joyner and Carl Pry will lead the first 2.5 days of the BCA before we hear from Verafin and Wolters Kluwer on Wednesday afternoon.

Session Topics will include:

  • 2026 Compliance Outlook and Navigating Regulatory Shifts
  • Deposits Compliance Rules Updates
  • The Compliance Officer as a Strategic Risk Leader
  • Fair Lending Pitfalls
  • Integrating AI to Core Principles of your Compliance Management System (CMS)
  • and Many More!

To read the FULL AGENDA with session titles, please click HERE.

Dates & Times

Oct 6-8

8:30AM Registration | 9:00AM Program Start | 4:00PM Program Concludes

Who Should Attend?

Compliance Officers and staff, Audit staff, Banking professionals that are new to the industry, and any staff responsible for Compliance Management Systems (CMS)

Continuing Education

15 Professional CE Credits

 

 


Questions? Check out our FAQs or contact registrations@massbankers.org 
 


Registration Fees

Academy Advantage Registration
Early Standard Late
$1595.00
Includes (1) Paid Registration AND (1) Complimentary Registration for All (3) Days. The Academy Advantage pricing is available only for in-person registrations.
Member Registration
Early Standard Late
$995.00
Member Single Session Registration
Early Standard Late
$0.00
The price for an individual session registration is $365. Price reflected in cart at checkout.
Member Single Session Virtual Registration
Early Standard Late
$0.00
The price for an individual session virtual registration is $415. Price reflected in cart at checkout.
Nonmember Registration
Early Standard Late
$1990.00
Single Member Virtual Registration
Early Standard Late
$1095.00
Single Nonmember Virtual Registration
Early Standard Late
$2190.00
Sponsor Table Registration
Early Standard Late
$995.00
Hotel/Meal Package

Agenda

  October 6 Single Session Registration Sold Out! 0 Slots Left
$730.00
  October 7 Single Session Registration Sold Out! 0 Slots Left
$730.00
  October 8 Single Session Registration Sold Out! 0 Slots Left
$730.00
  October 6 Single Session Virtual Registration Sold Out! 0 Slots Left
$830.00
  October 7 Single Session Virtual Registration Sold Out! 0 Slots Left
$830.00
  October 8 Single Session Virtual Registration Sold Out! 0 Slots Left
$830.00
  Sponsor Table Sold Out! 0 Slots Left
  Academy Advantage Complimentary Registration Sold Out! 0 Slots Left

Speakers

NameOrganizationSpeaking At
Carl Pry
<p>Carl Pry, a Senior Advisor at Asurity Advisors, is a seasoned executive with banking law, corporate finance, and regulatory compliance experience in Fortune 500 institutions, regional banks and industry consulting firms. Carl advises clients on consumer and commercial compliance, fair lending, operations, risk, corporate treasury, and risk management.</p><p>Over the last thirty years, Carl has held senior leadership positions including Managing Director and Senior Advisor at a boutique regulatory compliance consulting firm, Senior Vice President and Compliance Manager for the Compliance and Control Division at KeyBank, Manager of Finance and Performance Management Service Line at Accenture, and Vice President of Regulatory Services at Kirchman Corporation. With strong knowledge and experience as a banking attorney and officer, Carl is a frequent contributor to and currently serves as the Co-Chair of the Editorial Advisory Board for the ABA Bank Compliance magazine. &nbsp;As a featured speaker for numerous banking, compliance, and state bar associations, he has led hundreds of training sessions across the country. Carl has served as an instructor at FDIC examiner school and back-up instructor for NCUA examiner school. He has authored training programs covering consumer and commercial compliance, Compliance Management Systems, audit, quality control, tax, privacy and risk management. He also serves as a frequent expert witness in litigation matters.</p><p>Carl is a regular columnist for the ABA Bank Compliance magazine. He has authored scores of articles on financial issues and developed testing and support materials for both the ABA’s Certified Regulatory Compliance Manager (CRCM) and BAI’s Anti-Money Laundering Professional (AMLP) certifications, and served as subject matter expert for web-based compliance and audit educational testing programs for banking training firms. &nbsp;He is the author of “Internet Banking Manual”, a comprehensive guide to business planning, risk analysis and maintaining a presence for financial institutions on the Internet. For LexisNexis, he also authored “The New RESPA Rule: Navigating New Disclosures” and “The Evolution of Reg. Z: Increased Duties and Responsibilities for Lenders,” among other publications.</p><p>Carl holds a JD and an MBA from the University of Toledo and a BSBA from Bowling Green State University. He is also a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP).</p>
Asurity Advisors  -
Linda Jamison
<p>Linda has been with Wolters Kluwer for over 14 years. She is the Lead Product Manager for Regulatory Reporting Americas and specializes in US and CA Regulatory Reporting. Prior to joining Wolters Kluwer, she was a Vice President and Functional Controller at PNC Financial Services Group, Inc. Over her 25 years at PNC, she managed the Regulatory Reporting team and other teams.&nbsp;</p><p>Linda enjoys volunteering with her therapy dogs, Annabelle and Ned. She also serves on the Board of North Hill Cares is a non-profit organization working to alleviate food insecurities for families.<br>&nbsp;</p>
Wolters Kluwer  -
Natasha Eastes
<p>Natasha Eastes is a seasoned regulatory reporting expert based in New York with over 20 years of experience in banking architecture and regulatory reporting. She advises financial institutions worldwide on best practices in regulatory compliance, drawing on her extensive background in regulatory reporting implementations. Natasha currently serves as Director, Regulatory Product Americas at Wolters Kluwer.</p><p>Before joining Wolters Kluwer over 6 years ago, Natasha held senior roles with leading financial software providers, contributing her expertise to help organizations efficiently meet rigorous regulatory requirements. Throughout her career, she has led numerous reporting projects for financial institutions globally.<br>&nbsp;</p>
Wolters Kluwer  -
Patti Joyner
Financial Solutions Partners LLC  -
Phil O'Brien
Nasdaq Verafin  -

Sponsors

Continuing Education

Hotel

Packages

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