2019 Banking Symposium:
Vision 2020

KEYNOTE SPEAKER

Michelle Cabrera Caruso
Michelle Caruso-Cabrera
CNBC Contributor; Chief International Correspondent, CNBC (2010-2018)

A trailblazer in her own right, Michelle Caruso-Cabrera illuminates the path to becoming a hard-hitter in her industry. “Every single show has a female anchor now,” she says, “and that was not true when I started.”

When Caruso-Cabrera first broke into the world of journalism, Hispanic women were a rarity on television – particularly in the field of economics and finance reporting. Beginning her broadcasting career as a producer at Univision, she forged a unique path in an ever-changing industry. She later gravitated to a role at CNBC, at a time when the industry was dominated by men.

In her 20 years at the network, Caruso-Cabrera established herself as a savvy and pointed authority. As chief international correspondent and co-anchor of ‘Power Lunch,’ she reported from Iraq, Iran, Ukraine, Venezuela, and other world hotspots. With a front row seat to emerging geopolitical flashpoints, like the Russia-Ukraine conflict and the ISIS invasion of Iraq, she produced groundbreaking stories with gusto. The sweet spot of her expertise, however, resides at the intersection of economics, policy, and politics – where she can dissect major world events and translate the impact on global markets.

Caruso-Cabrera’s ability to tackle the Greek financial crisis with translational expertise is a prime example. She transformed this complicated web of economic mismanagement and challenging jargon into a vital story, extracting a clear picture of what would become of one of the world’s largest economic disasters. Getting to the heart of the topic quickly and with depth, she challenged the public to consider different perspectives and how the crisis would impact the human experience. It was one of the most important assignments she ever had, she says.

With her mingling of intellectual rigor and a keen sense of storytelling, Caruso-Cabrera serves as a paragon for other journalists. Her passion for the craft is admired by many in her field. “You should only be a journalist if what keeps you awake at night is the desire to tell a story,” she says. “We are taught that we are the voice of the voiceless.”

Taking a bold step, Caruso-Cabrera left her full-time post at CNBC in 2018 to pursue an interest in corporate governance. Grounded in her desire to help companies shape their messaging, she joined the board of The Beneficient Company, a financial services firm specializing in private asset management. She remains a contributor to the award-winning network that served as a home for her the last two decades.

In her plain-spoken and authoritative style, Caruso-Cabrera provides audiences with an instant and deep analysis of the interplay between global markets and world affairs, and how companies can best prepare themselves. She also lends a strong voice to the conversation on empowering the next generation of female leaders.

A fierce advocate for women entrepreneurs, she enjoys imparting her own discoveries in leadership and how she charted her own course to success. Drawing directly from her breadth of experience, Caruso-Cabrera creates energy around the idea that with persistence, hard work, and continued education, you can sit at the table with the best of men and make room for the best of women – even when the odds are stacked against you.

With her infectious take-the-bull-by-the-horns attitude, she leaves audiences with the inspiration and drive they need to conquer even the toughest of challenges head-on, just as she did over the course of her esteemed career as a prolific journalist.

Guest Speakers

Mark Casady - Banking Symposium
Mark Casady
General Partner, Vestigo Ventures

Mark Casady co-founded Vestigo Ventures in 2016 with a focus on financing start -ups in FinTech.He is general partner and chairman of the advisory board.

He is a member of the board of Citizens Financial Group, Horace Mann Educators Corporation, and Jobcase, Inc. He is a former member of the EZE Software Board and the Financial Industry Regulatory Authority (FINRA) Board of Governors.

Casady retired as LPL Financial CEO in early January 2017 and as non-executive chairman of the board in early March 2017. He guided LPL to become a leading financial services organization that serves independent financial advisors, banks, and credit unions, and provides clearing services to broker/dealers at financial services companies.

Before joining LPL Financial in 2002, Mr. Casady was managing director of the mutual fund group for Deutsche Asset Management, Americas — formerly Scudder Investments. Prior to Scudder, he held roles at Concord Financial Group, which was a start-up funded by Hambrecht & Quist that went public, and started his career at Northern Trust.

Additionally, Mr. Casady is treasurer of the Casady family’s One Step Forward Education Foundation, which focuses on changing the lives of children around the globe through education. He also helped found and fund the Invest in Others Charitable Foundation, which recognizes the philanthropic activity of financial advisors.

Mr. Casady received a BS from Indiana University and an MBA from DePaul University.

Bob Rivers - Banking Symposium
Bob Rivers
Chair and CEO, Eastern Bank

A 37-year community banker who started his career as a teller, Bob is Chair and CEO of Eastern Bank, America’s oldest and largest mutual bank and the largest independent community bank headquartered in Massachusetts with $11 billion in assets and over 120 locations. He is also Chair of the Massachusetts Business Roundtable and The Dimock Center.

Bob is involved extensively in the community, serving on the Board of Directors of the Greater Boston Chamber of Commerce, Jobs for Mass, and The Lowell Plan. He also is a member of the Board of Trustees of Stonehill College, the Board of Corporators of Lowell General Hospital, the Advisory Boards of the Lawrence Partnership and JFK Library Foundation, and is a member of the City of Boston’s Women’s Workforce Council, in addition to providing support and guidance to numerous other non-profit organizations. Bob has been named among the Top 10 “Most Influential People in Boston” by Boston Magazine, and to the Boston Business Journal Power 50 list for the last three years.

Named after the late Senator Robert F. Kennedy, Bob’s passion for advocating for social justice causes and sustainability issues is the result of a personal and professional journey that began early in his life. Bob has been recognized by many organizations for his work in championing diversity and social justice, including The Boston Globe, The Partnership, Get Konnected!, Color Magazine, the Massachusetts Immigrant and Refugee Advocacy Coalition (MIRA), the Asian American Civic Association (AACA), Association of Latino Professionals For America (ALPFA), El Planeta, the Massachusetts Transgender Political Coalition, The Theater Offensive, and MassINC.

David Cotney - Banking Symposium
David Cotney
Senior Advisor, FS Vector

David brings extensive regulatory experience to FS Vector and its clients. Previously, David was appointed as the Massachusetts Commissioner of Banks from 2010 to 2016 where he supervised all State-chartered banks and credit unions and State-licensed financial services providers. David began his regulatory career as a bank examiner with the Division of Banks in 1990.

From 2015 to 2016, David was appointed to serve as chairman of the Board of Directors of the Conference of State Bank Supervisors (CSBS). Additionally, from 2014 to 2015, David served as chairman of the CSBS Emerging Payments & Innovation Task Force which developed a Framework for the Regulation of Virtual Currency. In November 2013, David became the first State or federal financial regulator to testify before Congress on the subject of bitcoin and cryptocurrency. In 2017, David testified before the California Treasurer’s Cannabis Banking Working Group on the topic of a state-owned bank.

From 2013 to 2015, David served as chairman of the State Liaison Committee (SLC) of the Federal Financial Institutions Examination Council (FFIEC). David was also the first State member to serve as chairman of the FFIEC’s Task Force on Consumer Compliance. David also serves as a member of the Board of Directors at Cross River Bank and as Executive Vice President and Regulatory Director at CyberFortis, a cybersecurity compliance training firm. David earned a B.A. from Tufts University, an M.B.A. from Boston University, and an M.P.A. from the Harvard Kennedy School.

Devon Kinkead
Devon Kinkead
Founder and CEO, Micronotes

Devon Kinkead is founder and CEO of Micronotes, an AI-driven marketing automation company based in Boston and serving the global banking industry. Mr. Kinkead is a serial tech entrepreneur holding 17 patents and earned his M.S. at MIT Sloan and his B.A. from Pitzer College. Mr. Kinkead also serves on numerous non-profit boards and is particularly focused on his work as advisory board member of HomeStart, an organization dedicated to preventing and ending homelessness.

Luis Perez-Breva - Banking Symposium
Luis Perez-Breva, Ph.D.
MIT Faculty Director, Innovation Teams Enterprise

Luis Perez-Breva, PhD is an innovator, entrepreneur, educator and the author of Innovating: A Doer’s Manifesto (The MIT Press, 2017). He is an expert in technology innovation, venture labs, taking deep tech to impact, and applying artificial intelligence to solve real-world problems ranging from fintech to healthcare and security. Chiefly among his innovations is the invention of an AI based technology and founding of the company that locates cell phones in case of emergency in 120+ Networks worldwide.

Luis is based in the MIT School of Engineering and is Faculty Director of Innovation Teams, its flagship joint enterprise with MIT Sloan to put the Institute’s deep tech advances to work to solve real-world problems. He has taught innovating as a skill worldwide in academia and industry to professionals and students from all disciplines. Through iTeams, he has helped nearly 200 MIT technologies find a path forward to impact.

Luis’ work on Innovation and on AI has been featured by the Wall Street JournalBloomberg NewsBBCBloomberg's Master in Business PodcastWharton Business Radio, Entrepreneur, ZdnetQuartz and several other national and international media.

Paul Perrault - Banking Symposium
Paul Perrault
President and CEO, Brookline Bancorp

Mr. Perrault is the President and Chief Executive Officer of Brookline Bancorp and Chairman of Brookline Bank. Mr. Perrault also serves as a member of the Board of Directors of First Ipswich Bank and Bank Rhode Island. Mr. Perrault was President and Chief Executive Officer of Chittenden Bank and additionally served as Chairman of Chittenden Corporation. Mr. Perrault is a member of the Board of Trustees of Salve Regina University in Newport, Rhode Island and a member of the Board of Trustees of the Perkins School for the Blind in Watertown, Massachusetts.

Jon Skarin
Jon K. Skarin
Executive Vice President of Legislative & Regulatory Policy, Massachusetts Bankers Association (MBA)

Mr. Skarin is Executive Vice President of Legislative & Regulatory Policy for the Massachusetts Bankers Association (MBA), which represents 150 commercial, savings and co-operative banks and savings and loan associations with more than 69,000 employees located throughout Massachusetts and New England.  He is responsible for federal and state legislative and regulatory issues and serves as assistant treasurer of the Association’s political action committee.

Since joining MBA in 2005, Mr. Skarin has worked on a number of key banking issues in Washington, DC and on Beacon Hill. These include state and federal foreclosure prevention initiatives, data security standards and regulatory relief initiatives.  Beginning in 2008, Mr. Skarin worked on numerous matters related to the financial crisis, including enactment of the Dodd-Frank Act in 2010.

During the 2013-2014 Massachusetts legislative session, Mr. Skarin worked extensively on MBA’s comprehensive bank recodification and modernization legislation.  This initiative, the first time the Commonwealth’s banking laws had been updated in more than 30 years, culminated in the enactment of Chapter 482 of the Acts of 2014.  The law streamlines, updates and modernizes every section of Massachusetts banking law and is designed to ensure that the Massachusetts state charter remains competitive in a rapidly evolving financial services marketplace.  Mr. Skarin is also a frequent speaker on legislative and regulatory matters related to banking and financial services.

Prior to joining the Association, Mr. Skarin served as Legislative Director for Congressman Michael E. Capuano from 1999-2005.  He also served on the staff of Senator Edward M. Kennedy from 1994-1998 working on economic and technology issues as well as economic development projects throughout the Commonwealth.

Goodwin Participants

Bill Stern - Banking Symposium 2019
William Stern
Partner, Goodwin

William Stern is a partner in the firm's Financial Industry, Banking, Consumer Financial Services, and FinTech practices. Mr. Stern works on a variety of transactional and regulatory matters for Goodwin's financial services clients. Mr. Stern regularly advises depository institutions and their holding companies on compliance with regulatory requirements related to capital, affiliate and insider transactions, permissible activities and investments, anti-money laundering rules, trust department and asset management operations, and consumer protection. He provides regulatory advice related to merger and acquisition transactions undertaken by the firm's financial services clients as well as advising on change in control requirements related to investments in financial institutions. Mr. Stern also counsels the firm’s clients on compliance with federal and state privacy and data protection requirements.

Joe Johnson - Banking Symposium
Joe Johnson
Partner, Goodwin

Joe Johnson is a partner in Goodwin’s Business Law Department and former chair of its M&A/Corporate Governance practice. Mr. Johnson advises clients in shareholder activism matters and with respect to public mergers and acquisitions and a variety of corporate governance matters.

Regina Pisa - Banking Symposium 2019
Regina Pisa
Chairman Emeritus, Goodwin

Regina Pisa is the Chairman Emeritus of Goodwin, a leading Global 50 law firm of over 1,000 attorneys, serving clients from ten locations around the world.

Ms. Pisa’s vision and leadership as Chairman, and before that Managing Partner, over 16 years, fostered an unprecedented period of growth for Goodwin. She spearheaded a strategic plan that resulted in an expansion to several new markets in the United States, Europe and Asia and an intense focus on industry focused practice areas. Under her leadership, Goodwin transformed dramatically from a major regional law firm to a national and international firm, growing its revenue five-fold during this period.

In 2014, The American Lawyer recognized Ms. Pisa’s innovative leadership style and vision for big ideas, naming her one of the “Top 50 Big Law Innovators of the Past 50 Years,” and in 2017, chose her as its “2017 Distinguished Leader of the Year.”

Ms. Pisa is also a partner in Goodwin’s Financial Industry, Banking and Consumer Financial Services practice, advising financial institutions and other financial services on a wide range of corporate governance and corporate legal matters, including mergers and acquisitions, public and private offerings of debt and equity securities, stock conversions, bank and holding company formations, and other reorganizations of financial institutions and holding companies. Her merger and acquisition work with financial institutions has earned her and the firm national recognition and a place among the nation’s top bank M&A practices. She has also counseled institutional and other investors with respect to transactions involving banks and bank holding companies.

With more than 35 years’ experience, Ms. Pisa has been repeatedly listed in Chambers USA: America’s Leading Lawyers for Business and LawDragon 500. She is also ranked in U.S. News-Best Lawyers, which has selected her as Boston’s banking and finance “Lawyer of the Year” (2017). 

Samantha Kirby - Banking Symposium 2019
Samantha Kirby
Partner, Goodwin

Samantha Kirby is a partner and Co-Chair of Banking and Consumer Financial Services in Goodwin’s Financial Industry, Banking and Consumer Financial Services practices. Ms. Kirby advises financial institutions and other financial services firms on a wide range of corporate governance, bank regulatory, public company and transactional matters, including capital offerings (as issuer’s and underwriter’s counsel), mergers and acquisitions, holding company formations, and de novo bank chartering. In addition to working with the firm's full service bank and thrift clients, Ms. Kirby has worked extensively with nonbank financial services providers to establish limited purpose trust banks and other nontraditional vehicles for providing fiduciary and asset management services, and advises banks and trust companies that manage collective investment funds and other commingled pools. She has been selected for inclusion in Chambers USA: America’s Leading Lawyers for Bus