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Bank Security Officers Certificate Summit
December 18, 2025
Program Overview
Please join the Mass Bankers Association and Blue-U Defense for the Bank Security Officers Certificate Summit. Training in bank robbery procedures and security measures is an annual requirement for officers and all their banking colleagues. Attendees will receive a Certificate of Attendance indicating the topics covered and hours trained, while also providing a forum to network with peers and exchange ideas throughout the day.
The key theme for the Summit this year is Bank Security 2.0, a concept developed by Terry Choate, Founder of Blue-U Defense. Blue-U's Bank Security 2.0 presentations will include topics such as:
- Exceptional Customer Service Creates Extreme Security
- Securing High-Value and At-Risk Staff
- Persistent Threat Monitoring in Today's Economic and Political Climate
- The Life-or-Death Gap and Its Importance in Security Training Programs
- Tactics for De-escalation and Preventing Acts of Violence
Agenda
Please see a detailed agenda by clicking HERE.
Date & Time
December 18, 2025
8:30AM Registration | 9:00AM Program Start | 2:45PM Program Ends
Who Should Attend?
This Summit is intended for bank security officers, internal trainers, HR and compliance managers, and branch management and personnel that interact with customers. We also recommend your bank invite local law enforcement to attend. Discounted pricing is available for our local law enforcement partners.
Questions? Check out our FAQs or contact registrations@massbankers.org. Bulk pricing options available.
Agenda
| 8:30 am | ||
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Registration
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| 9:00 am | ||
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Welcome
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| 9:05 am | ||
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Bank Security 2.0
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Terry Choate, Co-Founder/CEO/President, Blue-U |
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| 10:10 am | ||
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Break
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| 10:15 am | ||
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Physical Security Trends & Innovation
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Anthony Fama, Integrated Security Consultant, American Alarm Marty Patnaude Riley CPP, CPTED2, OSHA 10, Integrated Systems Consultant, American Alarm Juli Sampson CPTED, Integrated Security Consultant, American Alarm |
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| 11:10 am | ||
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FBI Boston Real-Time Update on Boston Metro Violent Crimes
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Bryce Ferrara, FBI Boston |
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| 11:45 am | ||
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Networking and Lunch
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| 1:00 pm | ||
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Bank Security 2.0, cont.
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Terry Choate, Co-Founder/CEO/President, Blue-U |
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Speakers
| Name | Organization | Speaking At |
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Anthony Fama
<p>Anthony Fama has over 20 years in the electronic security industry and joined American Alarm in 2008 as a fire systems technician and was promoted to field supervisor for the fire division in 2013. Anthony has since advanced to an integrated systems consultant role and applies his significant technical knowledge to help customers with the design of fire and life-safety systems, intrusion detection, video, access control and intercom systems. Anthony is a licensed Systems Technician and is NICET Level II certified.</p>
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American Alarm & Communications | - |
| Bryce Ferrara | FBI | - |
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Juli Sampson
<p>Juli Sampson joined American Alarm in 2020 as an integrated systems consultant working with commercial customers and represents the third generation of the Sampson family to work in the business. Previously, she had served as a summer sales intern at American Alarm while in college. Juli earned a bachelor’s in business administration in 2019 from the Isenberg School of Management at the University of Massachusetts Amherst. Upon graduation she worked in a sales role for a global software company prior to joining American Alarm full-time. </p>
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American Alarm & Communications | - |
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Marty Patnaude
<p>Marty Patnaude Riley, CPP, CPTED2, OSHA10 joined American Alarm in 1998 and has worked in the security industry for over 40 years. She is a leader in our engineered systems group and has extensive experience working with financial institutions, bio pharma and other commercial entities with highly diversified security needs. Marty has been a member of the ASIS Boston Chapter since 1985, including service as the group’s Chair and is currently the Communication Chair. She has also served at the ASIS Regional level as ARVP and as RVP. She has also taught the Physical Security section of the ASIS Certification program for the last 9 years. Marty is the recipient of numerous awards including Joseph E. Ewers Award for Distinguished Service (2004), Sheldon B. Goodman Award (2015) and 25-time NetOne Grand Champion. In recent years Marty has become a leading mentor helping newer systems consultants grow in the profession.</p>
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American Alarm & Communications | - |
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Terry Choate
<p>Terry has all of the training and experience that is normally associated with the expertise and ability to consult on acts-of-violence and safety and security. He was a law enforcement officer and SWAT Team Commander for 15 years and has all of the associated training and experiences that come with this profession. What he tells people however it that training and experience in law enforcement and/or the military does not automatically equal qualification to successfully consult businesses and schools in violence prevention and survival. In fact, it can, and sometimes does, create for more danger than doing nothing at all.</p><p>He was also a Homeland Protection Professional; has high levels of executive protection education and training; stalking and dangerous human behavior; recognizing signs of violence and de-escalation; tactics; FBI Crisis Negotiator School; and on-and-on.</p><p>Of equal importance, he also has a 20-year executive -level corporate career behind him that he voluntarily ended prior to becoming a law enforcement professional. As a result, he has extensive experience in business, sales and marketing, high-end customer service that sets companies apart from their competitors. Why is this critical? Because keeping organizations secure is impacted by far more than just technology, training people, and tactics and physically keeping people safe. It's as much about reputation, impact on policy and procedure, exposure to liability, insurance and more.</p>
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Blue-U Defense | - |