community-banking
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Jill Flaherty Spent 15 Years Learning How Banking Technology Earns Trust
At COCC, Jill Flaherty turned a business-development apprenticeship into an executive brief spanning product, sales and story. Her argument for community banking is simple enough to remember: technology earns its keep when it protects the relationship.
Laura Broderick Has Spent a Career Making Complicated Things Feel Simple
She went from Bain Capital to Dell's $4 billion online consumer business, then from the San Diego Padres to banking software. The connecting idea is wonderfully unfashionable: listen closely, remove friction, and help the customer win.
Jason Archer Keeps Building Places Where People Feel Known
He built an online graduate program around human connection. Now Baker Hill's chief marketing officer is applying the same instinct to the decidedly less sentimental machinery of lending technology.
Brian Otte Has Spent 25 Years Learning What Banks Really Buy
Before he led sales and marketing at Jack Henry, Brian Otte audited networks, helped build a security startup, lived in six countries, and learned a durable lesson: in banking technology, service is part of the product.
David Moore Devine Is Making a Bank Feel Like a Neighbor
After nearly two decades inside one banking organization, David Moore Devine has learned that a brand is not a slogan. It is the accumulation of rooms, screens, winter coats and small decisions that tell customers who belongs.
Kim Snyder Turned 20 Daily Reports Into One Clearer Question
A bank sale ended the job she loved. The reporting headache she could not forget became KlariVis - and a second act built around making community-bank data useful before the moment passes.
Glenn Bolstad Is Making Banking Software Feel Less Like Banking Software
After decades inside banks and technology companies, Glenn Bolstad arrived at a stubborn idea: the best digital banking system should make more room for judgment, relationships and service - not less.
Robert Mann Built a Career on the Unbankable
From free cookies in Palo Alto to compliance software for cannabis operators and community banks, the StandardC co-founder has spent a career learning how institutions decide whom to trust.
Eric Lucero Put the Bank Brand on the Sidewalk
Before bank marketing became a race for clicks, Eric Lucero helped turn lemonade stands, free ice cream and small acts of generosity into measurable growth. His return to Zions Bancorporation brings that customer-first playbook back to where his banking career began.
Deanna Capel
At Busey, Deanna Capel turned a first job in communications into a career shaping how a regional bank sounds, serves and shows up. Her path runs through brand systems, merger moments and the unglamorous work of being present in Champaign.
Steve Gogolak
At Rockland Trust, Steve Gogolak is bringing a product builder's discipline and a storyteller's eye to an old banking question: how do you make a relationship feel local when the front door is a screen?
Wendy Schenker
Wendy Schenker turned a bank’s marketing brief into a Chicago invitation - pairing sponsorships, public rituals and community work so the brand is experienced before it is advertised.
Jacqueline Reses
Jacqueline 'Jackie' Reses is the Chair and CEO of Lead Bank, a Kansas City-based chartered bank she acquired in 2022 and transformed into a banking-as-a-service powerhouse serving fintech builders. Previously, she built Square Capital from zero into a multi-billion dollar lending business at Square (now Block), served as a board member at Alibaba through its historic 2014 IPO, led 41 transactions as Yahoo's Chief Development Officer, and spent seven years at Goldman Sachs in M&A. A Wharton-trained economist from Atlantic City, she co-authored 'Self-Made Boss' and holds patents in payments, credit, and cryptocurrency. Lead Bank closed a $70M Series B in September 2025 at a $1.47B valuation backed by a16z, Ribbit Capital, Coatue, and Khosla Ventures.
Heang Chan
Heang Chan is the CEO and Co-Founder of Prelim, a San Francisco-based fintech that builds the digital onboarding operating system for banks and credit unions. A Stanford MBA and former Goldman Sachs banker who also helped build the mortgage platform at Blend used by 3 of the top 10 U.S. banks, Chan founded Prelim in 2017 after Y Combinator to solve the friction-filled account-opening workflows he watched slow down banks from the inside. Prelim now orchestrates 50+ banking integrations for institutions managing more than $5 trillion in assets, turning weeks-long onboarding into minutes.
Larry Katz
Larry Katz is CEO and President of MeridianLink, a leading SaaS platform for digital lending and account opening used by banks and credit unions across the United States. A Harvard MBA and Yale graduate, Katz spent 15 years at JPMorgan Chase before leading finance and operations at Genesys and StubHub, then pivoting to private equity advisory before joining MeridianLink as CFO in 2024. Within 18 months he rose to President and then CEO, steering the company through a $2 billion acquisition by Centerbridge Partners in October 2025 and launching an AI-powered lending agent called Millie. His platform ethos — 'Lending Made Human' — sits at the intersection of algorithmic decisioning and community financial relationships.