2020 Carolinas LAUNCH speakers
Peter A. Beaudet
Director of Sales, Southeast Region
Peter Beaudet joined Sage Direct in 2017 as the Director of Sales, Southeast Region. He is charged with expanding the company’s business in 11 southern states, including the Carolinas, and representing the company at industry events.
Prior to Sage Direct, Beaudet spent 26 years with Palm Coast Data, a Business Process Outsourcer for the magazine and association markets. While there, he held a variety of executive sales, marketing and client services roles.
Beaudet has also held service and management roles with BPAW, an independent auditor of media, and USA Today.
VP, Partnership Development
Elan Financial Services
Bill Bierman is experienced in diverse business endeavors including leading professional service organizations, delivering new business growth, optimizing service delivery and operations, consulting via continuous improvement methods. He has helped financial organizations for over 20 years solving inherent challenges and capturing various opportunities. For 5 years with Elan Financial Services, Bill has been helping credit unions address credit card program needs for their members.
Business Solution Consultant
Gerrit has grown with the ever-changing security industry for over a decade, spending much of his time supporting small and mid-sized financial institutions in their quest for compliance and security. Gerrit has been with SilverSky for eight years, where he has helped many clients design a set of security solutions that meets their business objectives. Gerrit is well-versed in the pain points of SilverSky’s many financial service clients and has hands-on knowledge of compliance dependencies for PCI DSS, HIPAA, NYDFS, FFIEC, GLBA and beyond.
Senior Consultant, Risk & Compliance Solutions
CUNA Mutual Group
Jim Bullard is a Senior Consultant in the Risk & Compliance Solutions department for CUNA Mutual Group. In this role, he assists credit unions in identifying areas of risk in their operations and recommends appropriate controls to reduce loss exposures. He serves credit unions nationally and is the Team Lead for all lending related consultations.
Based in Atlanta, Georgia, Jim joined Risk and Compliance Solutions in 2012 following a 23 year banking career in commercial lending and executive management.
President and CEO
Innovative Business Solutions, LLC,
Mark joined IBS in late 2013 after 35 years in commercial banking. After 18 years with Wachovia, where he served in roles on both the credit side and as a commercial lender and an agricultural lender, he joined the real world and was CFO of a large agricultural related company for 5 years. Mark then went back into banking when he joined Regions Bank, where he served in several commercial lending roles over a 10 year period, including commercial & industrial lending and commercial real estate lending, and as a producing City President, where he had oversight of both the commercial and consumer sides of the bank and a $250 million portfolio. He finished his banking career with Capital Bank as a commercial lender.
A native of Columbia, SC, he has spent his career serving business clients in the Southeast US. Mark is a graduate of the Graduate School of Banking of the South at LSU, the Wachovia Credit Administration School and the RMA Commercial Lending School at East Carolina University.
email@example.com (877) 222-9748
EVP of Products
Visible Equity, an nCino company
Ian oversees the product and analytics teams, managing all products, including loans, applications, fair lending, marketing, deposits, and CECL. He was a founder of the analytics software company, Visible Equity, prior to its acquisition by nCino. Previously, he worked in real estate development where he managed the design and construction of projects totaling hundreds of millions of dollars.
Ian earned his MBA from the UCLA Anderson School of Management and holds an undergraduate degree in Engineering. He is also a graduate of the Pacific Coast Graduate School of Banking. He holds a real estate broker’s license and a professional engineering license.
Ian enjoys skiing, outdoor activities, and spending time with his family. He is a former collegiate soccer player and currently coaches a youth team.
Co-founder and CEO
An MBA graduate from the Wharton School and an engineer by training from BITS Pilani, Ashish spent his early career in high-tech, as a Product Manager working closely with customers from around the world. Ashish saw, first-hand, the changes in customer buying behavior – and the challenges that these changes have brought to traditional marketing, sales and service techniques. That is when the idea of Eltropy was born.
Ashish founded Eltropy with the vision of simplifying the buying experience for customers – and the engagement experience for businesses. What started as an idea, is now a revolution in the making – with customers around 23 countries leveraging Eltropy every day to make better buying decisions by leveraging the power of smartphones, text messaging and curated content.
firstname.lastname@example.org (805) 453-8379,
Mark A. Haberland
Darling Consulting Group
Mark is a Managing Director and In this role he works directly with financial institutions to strengthen their asset liability management process. He provides support to clients in the areas of liquidity risk management, capital, ALM modeling and reporting and regulatory compliance.
He is a top-rated speaker and frequent author on numerous balance sheet management topics and conducts customized executive and board-level workshops to improve financial institutions’ performance through a more focused ALCO process. Mark is also a member of the Financial Managers Society’s Finance Council.
Mark has been with DCG since 1997 and oversaw the operations of the company’s Financial Analytics Group for many years. He has over 20 years of experience in the banking industry in the areas of asset liability management and bank auditing.
Mobile Product Manager
Emory Hill serves as the Head of Mobile Product where he leads product strategy, development and innovation for the mobile team at Apiture Xpress, a leading digital banking provider for community banks and credit unions. Prior to his current role at Apiture, Emory was a product manager for First Data Digital Banking and Mannington Mills. Emory has over 15 years of product and marketing experience and has worked in various leadership capacities in the financial services and building products industries. Emory holds a bachelor’s degree in marketing from Clayton State University.
Dr. Sharon Hull
Founder and Chief Coaching Officer
Metta Solutions, LLC
Dr. Sharon Hull is an Executive Coach who specializes in working with high-performing professionals in leadership roles. An invited member of the Forbes Coaches Council, she brings over 30 years’ experience in academic health centers and primary care medicine to the coaching relationship with her clients. She has been working as an executive coach since founding Metta Solutions in 2011. In February, 2016, Dr. Hull began the role of Director of Executive Coaching for Duke University School of Medicine, with the primary goal of creating an in-house Executive Coaching Program for faculty within the medical school. She also is the Senior Executive Coach for the DukeHealth Clinical Leadership Program and serves as the Director of Coaching for the Executive Leadership in Academic Medicine (ELAM) program at Drexel University School of Medicine.
Dr. Hull has completed formal executive coach training from and serves as an Affiliate Coach with the Center for Creative Leadership (CCL), a world-renowned executive coaching and leadership firm based in Greensboro, NC. She is a Certified Professional Coach trained in the North Carolina State University Business and Professional Coaching Program. In addition, she holds an Associate Certified Coach credential from and is a member in good standing of the International Coach Federation. She has been formally trained to use the Benchmarks Assessment Suite of 360 Evaluation tools offered by the Center for Creative Leadership. She is certified to administer and interpret the Workplace Big 5 Profile, a workplace-focused personality inventory developed by Paradigm Personality Laboratories. In addition to these assessment tools, she is a certified Myers-Briggs Type Inventory Practitioner, trained and certified by CPP, the home of that instrument.
Prior to Remedy, he served as the Vice President of Pricing, Product and Contracts at Fiserv, where he was responsible for a wide range of responsibilities from developing product strategy to advising clients and consultants. Charlie managed a team that was responsible for negotiating the majority of client contracts each year. Prior to that, Charlie also served as the Sr Project Manager in the re-write of a major core banking platform.
Charlie has a Bachelor’s degree in Marketing from the University of Wisconsin, and a MBA from Marquette University.
Darling Consulting Group
Working directly with financial institution executives to improve the effectiveness of their asset liability management (ALM) process. In this capacity, he provides tailored solutions for managing interest rate risk, liquidity risk and capital. Joe is also expert in the overall balance sheet management process, including risk model design and implementation, regulatory compliance and executive-level education. He is a frequent speaker and author on a variety of ALM topics.
Joe has been with DCG since 2005, and is a graduate of University of New Hampshire with a degree in finance.
email@example.com (978) 463-0400
Leadership Coach: Transition States Coaching & Training
Dr. Matt Kersey is a leadership coach, trainer and speaker who specializes in coaching technical people who wish to excel in leadership roles, coaching teams and groups towards key goals, and training accomplished professionals to be certified coaches.
Matt successfully transitioned from a bench scientist to leading cross-functional, global product development teams during his 28+ year career in the pharmaceutical industry. He often observed that technical professionals required leadership coaching and training to excel as leaders in their organizations and to address the “soft” issues that derailed product development objectives.
Through Transition States Coaching & Training, Matt employs a unique combination of leadership skills, practical corporate experience and coaching expertise to effectively develop leaders.
Matt is a co-facilitator of the NC State University Business Coaching certificate program. He is credentialed through the International Coach Federation and has coached technical leaders as an internal coach in the U.S., UK, China, and Latin America. He is a certified Team Coach from the Pyramid Resource Group and Certified Group Coach.
Federal Reserve Bank of Richmond
Matthew leads the bank’s outreach efforts across North Carolina and South Carolina. As the regional executive, Matt has responsibility for these efforts across the two-state area through a range of activities, including a regional Board of Directors, industry roundtables, speaking engagements, and other undertakings.
Matt joined the Richmond Fed as a regional economist in 2006 and was promoted into his current role in 2009. Prior to joining the Bank, he worked as a senior economist for Moody’s Analytics and as an analyst at the Congressional Budget Office. He also spent time as a faculty member at Kent State University where he taught macroeconomics, money and banking, and economic history.
Matt is active in the community having served as past chair of the board for Community Link, a housing non-profit where he continues to serve on the Strategic Planning Committee. He currently serves as a board member for Veteran’s Bridge Home, an organization that helps veteran’s transition to civilian life. He is also a board member for the North Carolina Council for Economic Education and the Belk School of Business Advisory Board at the University of North Carolina Charlotte. And he recently served as a member of the Charlotte Mecklenburg Opportunity Task Force.
A Pennsylvania native, Matt has a Bachelor of Science degree in economics from the U.S. Military Academy at West Point and a doctorate in economics from the University of Delaware, which he earned after completing his military service.
firstname.lastname@example.org (704) 358-2101
Senior Client Executive
OneDigital Health and Benefits
Shelley has 20+ years of experience in the employee benefits arena serving as a principal at OneDigital North Carolina, and a chief strategist to ensure that benefits philosophies and plans are aligned with our clients’ overall business objectives and culture.
Shelley serves as the primary contact for the client’s leadership team and applicable Board members with regards to stewardship reports, adherence to budget, carrier/vendor performance and overall client satisfaction. Shelley participates in a number of Carrier Advisory Councils and stays (proactively) up to date on the rapidly changing healthcare marketplace.
Prior to joining OneDigital, Shelley founded Turnkey Benefits (which was subsequently acquired by OneDigital), spent time in Business Development with Mass Mutual and was a Middle School teacher. Shelley is a graduate of Duquesne University in Pittsburgh, PA.
Ripple Effects Coaching
As a former competitive skydiver, race car driver and on-stage improvisor, I know that stepping out of our comfort zones can promote personal growth and learning. I have been able to transfer my learnings from these adventures into a more balanced and fulfilled life, both professionally and personally.
As an ICF certified coach and senior learning & development professional, I bring this personal growth philosophy into my practice. My coaching is grounded in a process that supports and helps people discover and recognize their true talents, skills and passion in order to realize their full potential and achieve their goals in both work and in life. I partner with people to help them create lasting change in their life by creating new habits and routines to sustain the personal and professional results they want to achieve.
Over the last 14 years I’ve worked with global organizations to create and deliver customized leadership development experiences to achieve business results. I’ve helped develop people from all levels of the organization, from early career to new and experienced middle managers and senior executives. My industry specializations have been in financial and professional services, manufacturing, insurance and universities.
Dr. April Query
Regional & Community Services Manager
College Foundation, Inc
April has been providing free information on college and career readiness, financial aid and financial literacy to families in North Carolina since 2006. She is a three-time graduate of UNC Wilmington, earning her Bachelor’s degree in Political Science in 2003, Master’s degree in Public Administration in 2006, and Doctorate in Educational Leadership in 2017. Dr. Query resides in Raleigh, North Carolina with her husband and three-year old son.
Marshall W. Trull, CPA
Marshall focuses on providing accounting and assurance services to clients in the financial institution industry sector. He provides both private and public community banks with a wide range of services, including external audit, internal audit, testing of key controls for SOX 404 and FDICIA requirements, regulatory compliance and other consulting services including performing Bank Secrecy Act and Anti-Money Laundering reviews. Marshall’s specialty includes working with community banks ranging in size from $100 million to more than
$4 billion in assets.
Education, Credentials and Special Training
Certified Public Accountant, North Carolina
Regulatory Compliance School, North Carolina Bankers Association
M.S., Accounting, North Carolina State University
B.A., Accounting, Furman University
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
North Carolina Bankers Association
Gregg J. Wagner
The Kafafian Group
Gregg’s primary focus at is leading our Performance Measurement services. His team of financial professionals provides organizational and product profitability information so our Performance Measurement clients can improve their bottom line results. He also is engaged in helping financial institutions through our Strategic Planning and Profit & Process improvement engagements.
Prior to joining TKG in 2013, he served as CEO of three community banks, including being hired to lead two troubled institutions through critical regulatory and performance issues. His substantial CFO and COO experience also provided him with the opportunity to garner experience throughout the operational and financial functions of an institution.
Gregg’s 35 years in banking has provided him with many valuable lessons and experiences that he continues to add to through his daily interaction with financial institution professionals, writing and speaking engagements at industry conferences. His formal education includes a M. S. in Finance from Drexel University, a B. S. in Accounting from Clarion University of Pennsylvania and he also held a Certified Public Account license that is currently inactive.
email@example.com 973.299.0300 ext. 114
Anna Marie Wood
TalentGuided Services: Leadership and Career Strategy Coaching
Anna is a senior executive, an attorney and a certified professional coach. She is passionate about coaching executives and professionals to challenge self-limiting beliefs, unleash untapped potential and thrive in their careers with authenticity and balance. Her coaching philosophy is grounded in mindfulness, an understanding of neuroscience and the process for creating lasting change. Anna combines extensive professional and career experience with coaching expertise to help you achieve your professional and career goals.
In addition to her more than 30 years of executive, leadership and career strategy experience, Anna holds a Juris Doctor and Master of Laws from the University of Houston Law Center and a Bachelor of Arts in Economics from the University of Virginia. She is accredited as an Associate Certified Coach (ACC) by the International Coach Federation (ICF) and is also certified in the Benchmarks 360° suite of assessments through the Center for Creative Leadership. She has reinvented herself professionally multiple times and served in executive and leadership positions in law firms, the private sector and the federal government.
As your coach, she will help you gain clarity on your goals and steps you can take to achieve them. She also serves as your sounding board and accountability partner to facilitate and support your professional and personal growth.