2024 Financial Institutions Conference Bundle

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations, Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager's Index from NACM and Fabrinomics from the FMA.

David provides more than 25 years of experience in information technology. His specialties include IT compliance/audit, security, risk analysis, disaster recovery, network design, installation, and implementation. David's accomplishments include IT assessments/audits for Gramm Leach Bliley, Federal Financial Institutions Examinations Council (FFIEC), National Credit Union Association (NCUA), Health Insurance Portability and Accountability Act (HIPAA/HiTECH), National Association of Insurance Commissioners (NAIC), SOC 1 (SSAE 16), SOC 2, and the Bank Secrecy Act.

Additionally, David serves as an IT subject matter expert in the AICPA SOC Peer Review Program. He teaches the AICPA Advanced IT Audit School and is a member of the AICPA SOC Task Force. He also serves as the current editor of the ISACA Information Systems Control Journal. David has served on the faculty of Troy University as an Adjunct Professor, a speaker and instructor for groups and associations such as the AICPA IT Executive Committee, Alabama, Georgia, North Carolina, and Tennessee Society of CPA's. David designed and built one of the first internet service providers in Alabama providing deep experience in cyber security. David is the Director of Information Technology Audit and Assurance for Carr, Riggs, & Ingram a super-regional CPA firm ranked number 21 out of over 45,000 CPA firms in America.

As Managing Partner at HUB | Taylor Advisors, Omar works with institutions across the country to provide profit driven balance sheet management solutions. He began his banking career as investment and asset liability manager for several billion plus institutions in Texas and served as an Advisory Board Director for the Lone Star New Markets Fund, L.P. Omar has been a frequent speaker at various financial institution programs including the Federal Home Loan Bank System and Bank Director Magazine.

Nick is an Audit Manager in the Crowe Financial Services Practice in the Louisville, Kentucky office. He has 8 years of experience in auditing and 6 years of experience servicing the financial services industry.

Throughout his career, Nick has focused his efforts on serving financial institutions and has experience with public company audits, business combinations and related SEC filings, and SOX and FDICIA controls audits. He has experience with public and private financial institutions ranging from $100 million community financial institutions to a $46 billion public company.

Ashley Brandon is an Audit Senior Manager based out of Crowe's Franklin, TN office. She has over ten years of experience with Crowe providing a variety of client services in financial services industry. Ashley's experience includes clients ranging from $100 million to $50 billion in assets. Ashley has a deep specialization in auditing financial institutions, including SOX 404 audits.