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Join us for an exclusive gathering of cannabis banking leaders, experts, and innovators in Boston from October 21 - 23. Connect with the Shield Team along with leaders in cannabis banking from around the country.
Welcome to Shield Client Connect
OCTOBER 21 - 23 | BOSTON, MA | ALOFT BOSTON SEAPORT DISTRICT
Shield Client Connect supports bankers in all roles and at all stages of program maturity to improve their cannabis banking knowledge and create more efficient and profitable programs. View this year's agenda below.
8:15 - 9:15
Continental Breakfast
8:30 - 6:30
Registration
9:00 - 11:00
Assure Training Session:
Optimizing due diligence and notifications, and non-cannabis use cases (MSB)
Jenna Meyer, Melissa Timmer
11:00 - 12:00
Assure Focus Group:
Launchpad preview, enhanced transaction monitoring, and user assignments
Tony Repanich, Jenna Meyer
12:00 - 12:45
Lunch
12:45 - 2:45
Engage Training Session (A):
Application experience (templates) and DocuSign phase 2
Melissa Timmer
2:45 - 3:45
Engage Focus Group (A):
AI application review, conditional routing, next steps for accounting opening and reducing fraud in new accounts
Tony Repanich
12:45 - 3:45
Deeper Dive Session: Behind the Numbers:
Understanding seed-to-sale tracking data and financial statement data - working papers, a deeper dive
Jenna Meyer, David Eagleson (Metrc), Tom Siddiqui (Validis)
5:00 - 7:00
Welcome Reception
WXYZ Bar in the Hotel Lobby
Sponsored by Empyreal Logistics
Optional Training Day: Tuesday 10/21
AGENDA
7:45 - 4:15
Registration
7:45 - 8:30
Breakfast
8:30 - 8:45
Welcome
Richard Drennen
8:45 - 9:00
Opening Remarks
Tony Repanich
9:00 - 9:45
USCR Legislative Update
Saphira Galoob, Executive Director of the US Cannabis Roundtable (USCR)
9:45 - 10:15
Legal and Regulatory Panel
Tony Repanich, Kimberly Roy (Cannabis Control Commission), Chris Van Dyck (Cogent Law)
Sponsored by Cogent Law Group
10:15 - 10:30
Break
10:30 - 11:00
Licensing Landscape
Expansion, contraction, and consolidation
Ed Keating (Cannabiz Media)
Sponsored by Cannabiz Media
11:00 - 12:00
Banker Roundtables - Round 1
12:00 - 12:45
Lunch
12:45 - 1:00
Operator Survey Results
Tony Repanich
1:00 - 1:45
Operator Insights Panel
Jay Caplan (Tuross Group, LLC), Jacques Santucci (Opus Consulting)
1:45 - 2:00
Break
2:00 - 2:30
Enterprise Risk Assessment
Radhika Lipton (PCBB & RADD LLC)
2:30 - 3:15
Lenders Fireside Chat
Scott Moskol (Blank Rome)
3:15 - 3:30
Shield News!
Tony Repanich
3:30 - 4:15
Banker Roundtables - Round 2
4:15 - 4:30
Day 1 Closing Remarks and Event Instructions
Richard Drennen
5:30 - 9:00
Client Appreciation Event - Boston Dinner Cruise
15-minute walk, boat departs at 6:00
Sponsored by Wolf & Company
Day 1: Wednesday 10/22
Client Appreciation Event: Boston Dinner Cruise
WEDNESDAY 10/22 | BOAT DEPARTS AT 6:00 PM
Enjoy dinner, drinks, and the best views of the Boston skyline and waterfront landmarks, including Zakim Bunker Hill Memorial Bridge, Boston’s Seaport District, and the USS Constitution warship.
Boat departs from Commonwealth Pier at 6:00 PM. Directions
8:15 - 9:00
Breakfast
9:00 - 9:15
Welcome Back
Richard Drennen
9:15 - 10:00
Why Core Deposits Drive Enterprise Value
Chris Nichols (SouthState Bank)
10:00 - 10:30
Best Practices: System Validation
Ryne Cornacchia (Wolf & Company, P.C.)
10:30 - 11:00
Benchmark Survey
Cami Cantrell
11:00 - 11:45
Banker Roundtables
11:45 - 12:15
Lunch
12:15 - 12:45
Comploy
Glen Brongo (Comploy)
12:45 - 1:15
Product Vision - Shield 2.0
Tony Repanich, Jenna Meyer
1:15 - 2:45
Product Accomplishments and 2026 Roadmap
Jenna Meyer
2:45 - 3:00
Closing Remarks
Prize Drawing (must be present to win)
Richard Drennen
Day 2: Thursday 10/23
SPEAKERS & GUESTS
SPONSORS
Aloft Boston Seaport District Hotel
401-403 D ST | BOSTON, MA | 617.530.1600
Aloft Boston Seaport District moves to its own beat. Located in Seaport, our pet-friendly hotel offers easy access to Boston's best, including Fenway Park, the Boston Convention & Exhibition Center, Logan Intl. Airport, Boston Cruise Port and Leader Bank Pavilion. History buffs can visit the Boston Tea Party Museum, Faneuil Hall, Boston Massacre Memorial and more, just a short drive away.