Facing a challenging operating environment, financial institutions are increasingly looking inward toward things they can control – their infrastructure, systems and product offerings. Financial institutions are looking to modernize and use technology to become more efficient and create new products that better serve their existing customers and attract new ones.
Join S&P Global Market Intelligence on Dec. 3 in Charlotte, NC, for an update on those efforts and the broader banking industry; the evolution of digital channels, including digital banking offerings; and the role that fintech plays in driving strategy and M&A.
Hear research focused on the profitability of the U.S. banking industry and the evolution of institutions’ digital banking offerings. And listen to a panel of industry experts that will discuss:
How banks can use digital channels to drive efficiencies and attract new customers
How technology, including mobile offerings, has changed the consumer business
How to implement new digital offerings without disrupting legacy customers
What pitfalls banks can face when adopting new technologies and partnering with fintech
The role that M&A can play in technology and fintech investments
Renee R. BrooksChief Operating Officer, South State Bank
Renee R. Brooks serves as Chief Operating Officer. Full Bio
Renee R. Brooks serves as Chief Operating Officer. Having worked 22 years with South State Bank, Brooks has served in various positions since joining the bank in 1996 including Commercial Banking Manager, Head of Retail Banking, Corporate Secretary, Chief Risk Officer and Chief Administrative Officer. She is currently responsible for IT, Operations, Human Resources, Mortgage and Retail.
A native of Anderson, Brooks earned a Bachelor of Science in Accounting from Clemson University and a Master in Business Administration from Queens University in Charlotte.
An active member of the community, Brooks serves on the board of the SC Student Loan Corporation and the Ben Lippen School Board. Minimize
S&P Global Contributor
David C. SandlerPrincipal, Investment Banking, Sandler O'Neill + Partners
David C. Sandler is a Principal and Co-Head of Investment Banking at Sandler O'Neill + Partners, L.P. Full Bio
David C. Sandler is a Principal and Co-Head of Investment Banking at Sandler O'Neill + Partners, L.P. He works with the firm’s West Coast clients in all aspects of strategic planning and franchise value enhancement, including asset/liability management, mergers and acquisitions and corporate finance. Mr. Sandler also advises the firm’s private equity clients on capital raising and depository strategy. He is a frequent lecturer at banking graduate schools, trade associations and industry conferences.
Since joining Sandler O'Neill, Mr. Sandler has been involved in a number of transactions for depository institutions, including Bridge Capital Holdings on its $474 million merger with Western Alliance; Wilshire Bancorp on its $1.0 Billion merger with BBCN Bancorp forming Hope Bancorp; Preferred Bank on its $100 million subordinated debt offering; Western Alliance on its $150 million subordinated debt offering; among others.
Mr. Sandler received a Bachelor of Arts degree in economics from the University of California, Los Angeles. He sits on the finance committee of the Episcopal Charities of San Francisco and the investment committee of the American Friends of the Israel Philharmonic Orchestra. Mr. Sandler resides in San Francisco with his wife and two sons. Minimize
S&P Global Contributor
Nathan StovallDirector of FIG Research, S&P Global Market Intelligence
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Full Bio
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Nathan has nearly 20 years of experience covering the financial institutions sector, with a focus on U.S. banks. He publishes in-depth analysis on the drivers of bank strategy and profitability and forecasts for the U.S. bank sector. He is the author of the banking blog, Street Talk, and host of the podcast by the same name.
During his tenure, he has regularly covered and participated on the conference circuit as a speaker and moderator of panels and webinars focused on major issues facing banks. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times, The Economist and has appeared on CNBC, Fox Business News and NPR's Planet Money. Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism. Minimize
S&P Global Contributor
Steve ValadieSenior Vice President, Fintech Strategy, First Horizon
Steve is a part of First Horizon’s Fintech Strategy team, focused on applying AI across the enterprise. Full Bio
Steve is a part of First Horizon’s Fintech Strategy team, focused on applying AI across the enterprise. He joined this team after 24 years at FHN Financial, First Horizon’s capital markets entity, serving in technology, trading, and sales management roles, including three years in Hong Kong where he founded their Asia subsidiary. Steve holds BBA and MBA degrees from the University of Memphis and is a CFA® charter holder. Minimize
Scott Blevins, Associate Director, U.S. Financial Institutions, S&P Global Market Intelligence
10:15 am
Digital Banking Insights
Katie Darden, Financial Institutions Research Director, S&P Global Market Intelligence
Learn how digital banking platforms are evolving all over the country, and get the latest insights into consumer preferences based on S&P Global Market Intelligence’s annual U.S. Mobile Banking Survey.
10:45 am
Bank performance against a challenging rate environment, digital disruption
Nathan Stovall, Principal Analyst, S&P Global Market Intelligence
The Federal Reserve’s pivot toward an easing cycle impacts bank profitability, how digital-only players have changed the competitive landscape and what changes could be coming to banks’ credit quality.
11:15 am
Coffee Break
11:25 pm
Panel Discussion: How technology drives efficiency, product innovation and bank M&A
Moderator: Nathan Stovall, Principal Analyst, S&P Global Market Intelligence
Steve Valadie, Senior Vice President, Fintech Strategy, First Horizon
Renee Brooks, Chief Operating Officer at South State Bank
David C. Sandler, Principal, Investment Banking, Sandler O'Neill + Partners
Panelists will outline efforts they have taken to modernize both internal systems and customer-facing technology, and discuss how the use of digital channels can drive efficiencies and attract new customers. They will further talk about changes to the consumer business stemming from the emergence of digital and mobile channels, the pitfalls banks can face when adopting new technologies and the increased role that technology plays in M&A.
Renee R. BrooksChief Operating Officer, South State Bank
Renee R. Brooks serves as Chief Operating Officer. Full Bio
Renee R. Brooks serves as Chief Operating Officer. Having worked 22 years with South State Bank, Brooks has served in various positions since joining the bank in 1996 including Commercial Banking Manager, Head of Retail Banking, Corporate Secretary, Chief Risk Officer and Chief Administrative Officer. She is currently responsible for IT, Operations, Human Resources, Mortgage and Retail.
A native of Anderson, Brooks earned a Bachelor of Science in Accounting from Clemson University and a Master in Business Administration from Queens University in Charlotte.
An active member of the community, Brooks serves on the board of the SC Student Loan Corporation and the Ben Lippen School Board. Minimize
David C. SandlerPrincipal, Investment Banking, Sandler O'Neill + Partners
David C. Sandler is a Principal and Co-Head of Investment Banking at Sandler O'Neill + Partners, L.P. Full Bio
David C. Sandler is a Principal and Co-Head of Investment Banking at Sandler O'Neill + Partners, L.P. He works with the firm’s West Coast clients in all aspects of strategic planning and franchise value enhancement, including asset/liability management, mergers and acquisitions and corporate finance. Mr. Sandler also advises the firm’s private equity clients on capital raising and depository strategy. He is a frequent lecturer at banking graduate schools, trade associations and industry conferences.
Since joining Sandler O'Neill, Mr. Sandler has been involved in a number of transactions for depository institutions, including Bridge Capital Holdings on its $474 million merger with Western Alliance; Wilshire Bancorp on its $1.0 Billion merger with BBCN Bancorp forming Hope Bancorp; Preferred Bank on its $100 million subordinated debt offering; Western Alliance on its $150 million subordinated debt offering; among others.
Mr. Sandler received a Bachelor of Arts degree in economics from the University of California, Los Angeles. He sits on the finance committee of the Episcopal Charities of San Francisco and the investment committee of the American Friends of the Israel Philharmonic Orchestra. Mr. Sandler resides in San Francisco with his wife and two sons. Minimize
Nathan StovallDirector of FIG Research, S&P Global Market Intelligence
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Full Bio
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Nathan has nearly 20 years of experience covering the financial institutions sector, with a focus on U.S. banks. He publishes in-depth analysis on the drivers of bank strategy and profitability and forecasts for the U.S. bank sector. He is the author of the banking blog, Street Talk, and host of the podcast by the same name.
During his tenure, he has regularly covered and participated on the conference circuit as a speaker and moderator of panels and webinars focused on major issues facing banks. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times, The Economist and has appeared on CNBC, Fox Business News and NPR's Planet Money. Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism. Minimize
Steve ValadieSenior Vice President, Fintech Strategy, First Horizon
Steve is a part of First Horizon’s Fintech Strategy team, focused on applying AI across the enterprise. Full Bio
Steve is a part of First Horizon’s Fintech Strategy team, focused on applying AI across the enterprise. He joined this team after 24 years at FHN Financial, First Horizon’s capital markets entity, serving in technology, trading, and sales management roles, including three years in Hong Kong where he founded their Asia subsidiary. Steve holds BBA and MBA degrees from the University of Memphis and is a CFA® charter holder. Minimize
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