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Join us for an exclusive gathering of banking leaders, experts, and innovators in Nashville on September 22-24. This is an opportunity to share best practices with like-minded professionals, learn about our product development roadmap, and connect with Shield banking partners to gain insights into the latest trends and technologies shaping the high-risk banking industry.

Welcome to Shield Client Connect

SEPTEMBER 22-24  •  NASHVILLE, TN  •  HYATT CENTRIC NASHVILLE

Shield Client Connect supports bankers in all roles and at all stages of program maturity to improve their high-risk banking knowledge and create more efficient and profitable programs. View this year's agenda below.

AGENDA

Optional Training Day: Tuesday  9/22

8:30 - 6:30

Registration

8:30 - 9:15

Continental Breakfast

9:00 - 12:00

Assure Training Session:

Best Practices for Case Management

Jenna Meyer

12:00 - 12:45

Lunch

12:45 - 3:45

Focus Group (A)

Engage Training Session

Melissa Timmer

12:45 - 3:45

Focus Group (B):

Understanding Customer Financial Statements

Ryne Cornacchia (Wolf & Company)

5:00 - 7:00

Welcome Reception

Ella's Bar & Restaurant

8:15 - 4:15

Registration

8:15 - 9:00

Breakfast

9:00 - 9:05

Welcome

Richard Drennen

9:05 - 9:15

Opening Remarks

Tony Repanich

9:15 - 10:00

Understanding the New Federal Landscape

Saphira Galoob, Executive Director of the US Cannabis Roundtable (USCR)

Moderated by Tony Repanich

10:00 - 10:15

Break

10:15 - 11:00

Regulatory Outlook

Chris Van Dyck (Cogent Law Group)

11:30 - 12:00

Cannabis Lending

Scott Moskol (Blank Rome)

12:00 - 12:45

Lunch

12:45 - 1:15

Benchmark Study

1:45 - 2:30

Banker Round Table (Session 1)

2:30 - 3:15

Break

3:15 - 3:45

Banker Case Study: MSB

3:45 - 4:15

Banker Breakout Session

4:15 - 4:30

Day 1 Closing Remarks and Instructions for Client Appreciation Event

Richard Drennen

6:00 - 9:00

Client Appreciation Event - Whisky River Saloon Rooftop Deck

Dinner, line dancing, and mechanical bull riding

Day 1: Wednesday 9/23

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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

Day 2: Thursday  9/24

8:15 - 9:00

Breakfast

9:00 - 9:15

Welcome Back

Richard Drennen

9:15 - 10:00

Leading During Times of Uncertainty + Fireside Chat

Honorable Rodney Hood

Moderated by Tony Repanich

10:00 - 10:15

Break

10:15 - 11:00

Operator Survey and Panel Discussion

Sponsored by Emerald Intel

11:00 - 12:00

Digital Assets

Mike Gallagher (Versa Bank)

12:00 - 12:45

Lunch

12:45 - 2:30

Product Roadmap / Product Discovery

2:30 - 2:45

Closing Remarks and Prize Drawing

Richard Drennen

SPEAKERS & GUESTS

Guest speaker portrait
Glen Brogno

Director of Sales

Comploy

Guest speaker portrait
Jay Caplan

Co-founder

Tuross Group, LLC

Guest speaker portrait
Ryne Cornacchia

Regulatory Compliance Manager

Wolf & Company

Guest speaker portrait
David Eagleson

VP - Product

Metrc

Guest speaker portrait
Saphira Galoob

Principal and CEO

US Cannabis Roundtable (USCR)

Guest speaker portrait
Ed Keating

Chief Data Officer

Cannabiz Media

Guest speaker portrait
Radhika Lipton

SVP & Chief Risk Officer

PCBB

Guest speaker portrait
Scott Moskol

Partner

Blank Rome

Guest speaker portrait
Chris Nichols

Director of Capital Markets

SouthState Bank

Guest speaker portrait
Kimberly Roy

Commissioner

Cannabis Control Commission

Guest speaker portrait
Chris Van Dyck

Partner

Cogent Law Group

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Jacques Santucci

President

Opus Consulting

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Tom Siddiqui

Head of Financial Services

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SPONSORS

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Wolf & Company, PC logo
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Hyatt Centric Downtown Nashville

210 MOLLOY ST  •  NASHVILLE, TN  •  615.645.6037

Experience the pride, soul and beat of Nashville in the heart of SoBro. Just two blocks south of Broadway, our boutique hotel is close to the Country Music Hall of Fame and Music City Center. Walk along our rooftop pool and see downtown spread out around you, and create unforgettable moments as you immerse yourself in the vibrant nightlife and Southern cuisine.

Learn more

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