<p>Global executive Human Resources leader with over 30 years of comprehensive experience in both Generalist and Specialist competencies, partnering with C-suite leaders. Proven contributor to the business strategy by helping leaders identify and build organizational capabilities. Board advisor to technology start-ups dedicated to the future of work. Keynote speaker trusted by Fortune 500 organizations as well as some of the largest HR associations. Dedicated advocate of the AAPI community.</p>

<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>

<p><span style="background-color:rgb(255,255,255);color:rgb(16,19,63);font-size:14px;"><span style="-webkit-text-stroke-width:0px;display:inline !important;float:none;font-family:Roboto;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:center;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">Senior Vice President Professional Development Group</span></span></p>

<p>I represent national and state-chartered banks in enforcement actions with the OCC, FDIC, Federal Reserve Board and state banking regulators; prepare and submit applications and notices to regulators seeking approval for a range of transactions and activities; provide strategic advice on regulatory interactions and responding to supervisory findings; counsel board and management on corrective actions to address MRA and supervisory actions; and advise banks on an array of routine safety and soundness, regulatory and compliance, risk management, and governance questions. &nbsp;Prior to entering private practice, I served as enforcement counsel at the OCC.</p>

<p>Senior banking executive, former federal regulator, and trusted advisor with more than 30 years of experience across regulatory compliance, enterprise risk management, and governance. Brings deep regulatory judgment, executive accountability, and board-level credibility to complex, highly regulated banking environments. Known for building practical, sustainable compliance programs, strengthening issue management and remediation disciplines, and producing clear, board-ready reporting. Highly effective at partnering across lines of business to translate regulatory expectations into defensible controls, evidence, and consistent execution.</p>

<p>Donna Rustigian Mac is a communication educator and President of iVoice Communication, Inc. She empowers leaders to communicate more effectively to elevate both performance and connection—This approach accelerates alignment, reduces friction, and ultimately saves time, enabling more effective and impactful communication. She works with leaders to manage nerves, strengthen communication habits, and speak with the clarity and confidence today’s workplace demands. Since 2022, Donna has trained MBA members to claim their leadership voice and communicate in ways that build trust and drive results.</p>

<p>Fabio Biasella is renowned as an industry thought leader and codifier of best practices in retail banking, for community banks and credit unions. As a frequent keynote speaker and presenter at industry workshops and national conferences, Fabio is an expert on a range of topics including strategic planning, marketing, data and analytics, business development, and digital banking. Fabio brings over 35 years of experience in retail banking, C-suite experience as a CMO, expertise in strategic planning and financial analysis, and facilitation skills. As Director of Strategic Services, Fabio drives the development of plans and innovative solutions that maximize strategic value to banks and credit unions.</p>

<p>Jim Cullity has been with American Alarm since 1978. After moving through the ranks of field service and installation, Jim managed field service, central station, and installation before moving into integrated system design and project management. Jim has overseen numerous significant security integration projects involving Security Operation Centers (SOCs), intrusion detection, video, access, Cloud and network enterprise technologies. In recent years Jim has become a leading mentor helping newer systems consultants grow in the profession. He has been a licensed Systems Contractor and Systems Technician and a certified Electronic Security Networking Technician (ESNT). Jim is also cleared by the U.S Department of Defense’s Defense Security Service.</p>

<p>Jody Guetter is a strategic marketing executive and thought leader at the intersection of financial services, data, and technology. As Chief Executive Officer at finmarkIQ, Jody provides executive-level expertise as a fractional CMO to financial services and technology providers. With over two decades of experience, she is recognized for transforming marketing organizations into high-performing, data-driven functions that fuel growth, innovation, and creativity.</p><p>During her tenure as Chief Marketing Officer at Nymbus, Jody played a pivotal role in shaping the company’s brand, go-to-market strategy, and executive vision. She was a long-term team member and thought leader behind Nymbus Labs, helping lead financial institutions' growth strategies by conceptualizing, developing, and launching new digital brands. Her leadership helped position Nymbus as a trusted partner for growth in an increasingly competitive fintech landscape.</p><p>Previously, Jody led marketing at Minnwest Bank and served as a fintech CMO, where she built and scaled high-performing marketing operations, teams, and technology. She serves on the Board of Corporators for Mutual Bancorp and was previously a strategic advisory board member for Fidelity Bank, where she advised on digital strategy, innovation, and marketing.</p><p>She is an active industry voice—serving on multiple boards, teaching as a faculty member with the American Bankers Association, and contributing as a multi-year advisor to Minnesota State University. Jody holds the Certified Financial Marketing Professional (CFMP) designation and has completed executive programs at Purdue University, MIT, and Wharton, with a concentration focus on artificial intelligence, data analytics, marketing technology, and fintech innovation.</p>

<p>Joe McMann is Co-Founder and CRO of Verapath, a governed AI operating system for financial institutions. He is an entrepreneur and former investment banker whose work focuses on making artificial intelligence safe, supervised, and defensible inside regulated environments. He developed the industry frameworks that define how institutions govern models, data, and agent workflows under regulatory expectations. His research and advisory work center on institutional AI architecture, supervisory readiness, and the operational discipline required when intelligence becomes part of decision infrastructure. He advises financial leaders on deploying AI with control, traceability, and compliance by design.</p>

<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.&nbsp;</p>

<p>Vice President, Marketing Product Manager</p>

<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. &nbsp; She has also taught the Physical Security section of the ASIS Certification program for the last 9 years. &nbsp;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>

<p>Meghan has held leadership and advisory positions at multiple early-stage start-ups, notably helping StormForge secure Series A funding from Insight Partners in 2019 and serving as an advisor at the Harvard Business Analytics Program since 2022. With over thirteen years of banking and investment experience at institutions like JPMorgan, UBS, and Wells Fargo, she has a deep understanding of the financial industry. Beyond her professional commitments, Meghan is active within her community and is a member of the Advisory Board for the Women's Lunch Place in Boston. Meghan received her B.A. from Boston College and is a graduate of Harvard Business School's Program for Leadership Development.</p>

<p>Pat Lapomarda currently serves as the Director of Data Science at Arkatechture and is a partner at the firm. He has over 30 years of experience developing and implementing data science solutions at scale, with a deep background in harnessing data to drive informed action. Pat specializes in risk management, quantitative methods, and change management in data science. His efforts have resulted in tens of millions of dollars in loss avoidance and increased revenues. Previously, he advised and implemented solutions at major financial institutions, including TD Bank, KeyBank, and Union Bank. Pat holds a bachelors degree in Mathematics from College of the Holy Cross and completed graduate studies in Mathematics at Wesleyan University.</p>

<p><strong>Chief Marketing &amp; Community Relations Officer, Country Bank</strong></p><p>A results-driven marketing leader with 30 years of experience in the financial services industry, Shelley specializes in developing and executing customer-centric, integrated marketing programs that drive engagement, strengthen brand loyalty, and enhance customer experiences. &nbsp;</p><p>As an industry thought leader, Shelley serves on the Advisory Board and faculty for the American Bankers Association (ABA) Marketing School and is the Past President and Board Member of the New England Financial Marketing Association (NEFMA). Shelley’s passion for innovation keeps her at the forefront of emerging marketing strategies, technologies, and trends, ensuring the deployment of impactful campaigns that support business growth and product adoption. &nbsp;</p><p>A proven relationship builder, Shelley has a track record of leading high-performing marketing teams, mentoring emerging leaders, and fostering cross-functional collaboration to drive strategic initiatives. She excels at forging trusted partnerships with internal and external stakeholders, securing support, and fueling the success of marketing programs. &nbsp;</p><p>Driven by a commitment to excellence and innovation, she thrives on transforming marketing strategies into measurable business results while enhancing brand equity and customer engagement. &nbsp;<br>Shelley is a Certified Financial Marketing Professional Certification (CFMP). In addition, she holds a Bachelor of Science in Business Administration and Management, a Social Media Certification and is a graduate of The Massachusetts Bankers School for Financial Studies. Shelley recently completed an Accelerated Technology Program through Wharton.<br>&nbsp;</p>

<p>Steve Dow is a financial services veteran turned fintech founder and CEO. Prior to Monit, he served as Head of Corporate Strategy at Webster Bank and later helped lead their Business Banking group. Under Steve’s leadership, Webster became the #1 SBA lender in New England two years in a row. At Webster, Steve observed first-hand the difficulty that banks have serving business customers and likewise the issues SMBs have interfacing with their bank. Monit aims to solve both problems by partnering with banks to deploy its award-winning software, which gives business owners the financial optimization tools they need to prosper and, in turn, provides banks an analytics and targeting platform to serve their business customers more effectively and profitably. Steve also ran Webster’s corporate investment fund and sat on the Board of Payrailz (now a Jack Henry company).</p><p>Mr. Dow has been a speaker at American Banker Small Business Banking Conference, ICBA Live, Janney Community Bank Summit, Startup Boston among other industry events.</p>

<p>Steve Dorval is a successful, growth-oriented leader and innovative thinker with proven experience building high-performing teams that deliver mission critical business results. Skilled at conceiving and articulating a compelling vision of new businesses and products to employees, investors, and senior executives. Steve is known to be passionate about leveraging cutting edge technology and changing consumer preferences to radically improve access to the financial services industry and to revolutionize existing customer experiences to deliver better outcomes. He has demonstrated success recruiting, developing, and retaining top tier-talent in both in startup and large company environments.</p><p>Steve is the Founder and President of Dorval Advisory Group where provides innovation consulting services to companies, associations and non-profits. &nbsp;In addition, he leverages his extensive executive experience at both large enterprises and startups to improve startup's go to market strategy for large enterprise prospects.</p><p>Most recently, Steve was the Head of Insurance, Wealth and Asset Management distribution for Powerlytics, a data and analytics startup. &nbsp;Here Steve was a member of the executive team, responsible for executing on engagement with Tier 1 corporate customers to consult on and deliver Powerlytics' data solutions.</p><p>At John Hancock, Steve was President of John Hancock Personal Financial Services LLC and Head of Advice and Innovation. In that role, he was responsible for leading the strategic effort to leverage emerging digital services to enhance John Hancock’s ability to deliver investment advice and financial planning to customers. Simultaneously, Steve built and launched two startup businesses for Hancock (Twine and COIN) serving as CEO for Twine.</p><p>Steve spent more than 16 years at New York Life in their Retirement and Investment divisions. &nbsp;He led the creation and growth of multiple new business and product initiatives, including those related to retirement income, rollover strategy and solution, stable value and DCIO. &nbsp;He led multiple departments over his time and was member of the senior retirement team that sold the business to John Hancock.</p><p>Steve is an Executive in Residence at MassChallenge. &nbsp; He was an Entrepreneur in Residence at Worcester State University and an Executive in Residence for Aviv Growth Partners. &nbsp;He is also an active angel investor and mentor to early-stage startups. &nbsp;</p><p>Steve graduated with a B.A. in English from Providence College and is a CFA charter holder. He is a member of the CFA Institute and the Boston Security Analysts Society, Inc.</p>

<p><span style="font-size:11.0pt;">Wendy&nbsp;is the founder of Forward Focused Business Advisors, where she leverages over 30 years of executive experience to help leaders and managers thrive. A Certified Executive Coach, Organizational Development Coach, and Talent Optimization Consultant, Wendy partners with businesses to enhance leadership capability, build strong workplace cultures, and drive performance. She previously owned two successful franchise studios and held senior marketing roles across multiple industries. Known for her practical, no-fluff approach, Wendy brings real-world insight, strategic thinking, and a deep understanding of what it takes to lead effectively in today’s fast-paced business environment.</span></p>