Event overview

Join McGladrey, Barack Ferrazzano and Raymond James for the 2013 Financial Institution Strategic Forum, a complimentary seminar addressing the critical issues all bankers need to understand in today’s complex and fast-paced marketplace.

Keynote speaker

2013 Banking and Financial Institution Strategic Forum

Wednesday, June 12
8:30 a.m. - 1:30 p.m.

Sheraton Indianapolis Hotel at Keystone Crossing
8787 Keystone Crossing
Indianapolis, Ind.

CPE: 4 hours

CPE credit available
McGladrey LLP is pleased to offer four CPE credits for attending this event.

McGladrey LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advanced preparation: None | Program level: Basic | Prerequisites: None
Field of study: Management Advisory Services | CPE credit: 4 hours.

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Brent McCauley
Barack Ferrazzano

Brent has 25 years of legal experience in the financial services industry, including working at the Federal Reserve Bank of Chicago and the Office of Thrift Supervision.  Brent's practice includes representation of a wide variety of financial institutions, including banks, insurance companies and agencies, broker-dealers, investment advisers, hedge funds and other private equity funds.

Rebecca Towne
McGladrey LLP

Rebecca has more than 25 years of risk management experience in the financial services industry.  She has held executive risk management positions at a number of financial institutions, and served as chief risk officer at several small and mid-size banks.  She has also worked extensively with banking regulators in the development of an enterprise risk management assessment framework. 

Daniel Weber
Senior Vice President
Raymond James

Daniel has led and participated in numerous transactions, including mergers and acquisitions, capital offerings and general advisory assignments for depository institutions on both coasts and in the Midwest.

Gerry Dick
Broadcast news journalist and
President and managing editor,
Grow INdiana Media Ventures, LLC

Gerry’s broadcast news background includes 14 years as a principal reporter and field anchor at WRTV in Indianapolis. His work received an Emmy nomination for a 1993 series on Indiana companies doing business along the U.S.-Mexico border.  Gerry has also served as senior vice president of the Indianapolis Economic Development Corporation.  He has been recognized by the Small Business Administration as its Journalist of the Year.