2025 Financial Institutions Conference: Morning Sessions

Bart Smith, Managing Director & Partner, Performance Trust Capital Partners, LLC

Drawing on more than 39 years of experience in banking, Bart serves as an expert resource in bank policy and regulatory matters. He is also the creator and co-founder of the PT Score® Risk Management System. Bart began his career in 1985 as an Assistant Examiner in the FDIC’s Houston, Texas Field Office. He received his Commission as an Examiner in 1989 and was promoted to Senior Examiner in 1991. During his tenure in Texas, Bart was instrumental in the examination and resolution of several large banks and savings and loans. In 1992, Bart accepted a Review Examiner position in the New York Regional Office, where he worked primarily with large multinational institutions. In 1997, he was promoted to the Field Supervisor position in Baltimore, MD where he had coverage of all field examination activities in Maryland and the District of Columbia. In 2002, Bart became the Territory Supervisor for the FDIC’s Charlotte, NC office, which covers all supervisory activities in North and South Carolina, including several of the nation’s largest banks. Bart held his position in Charlotte until joining Performance Trust in 2012. Bart holds an MBA from Wake Forest University in Winston-Salem, NC, and a Bachelor of Science degree in Business Administration from The Citadel in Charleston, SC. He is also a graduate of the Stonier Graduate School of Banking and has served on the faculty of the Pacific Coast Banking School and the South Carolina Bankers School.

Brett Schwantes, Director, Wipfli LLP

Brett Schwantes is a senior manager at Wipfli LLP and focuses on the financial services industry. With over 20 years of experience working closely with financial institutions, Brett is also the leader of the Technical Issues Committee for the firm’s Financial Institutions Practice and has received specialized training on a range of accounting matters impacting the financial institution industry, which he uses to help advise clients and others on the various accounting issues they face. He has shared his knowledge and understanding of current accounting issues and trends at national and state professional conferences, including the FMS Finance & Accounting Forum, the National Directors and CEOs Leadership Convention, the WICPA and ICPAS Financial Institutions Conferences, the Banking CPAs Summer Conference, and Wipfli’s annual Community Banking Forums. In addition, Brett has authored several articles that address new and technical accounting topics affecting the financial institution industry. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA), president of the Banking CPAs Executive Committee, and a member and past chair of the WICPA’s Financial Institutions Conference Planning Task Force.

David Twomey, Senior Manager, Baker Tilly

David has more than 10 years of experience in the financial services industry specializing in Bank Secrecy Act/Anti-Money Laundering and Office of Foreign Asset Control (OFAC) compliance. His experience includes internal audit, compliance assurance, issue validation, and risk assessment in the banking and financial services industries.

David has provided advisory and regulatory examination management services to banks and financial institutions in response to enforcement actions globally from agencies such as Department of Financial Services (DFS), Federal Reserve Bank (FRB), Federal Financial Supervisory Authority (BaFin), Financial Conduct Authority (FCA), Hong Kong Monetary Authority (HKMA), and U.S. State Regulators.

Jordan Jackson, Executive Director, Global Market Strategist, J.P. Morgan Asset Management

Jordan Jackson, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan is responsible for delivering timely market and economic commentary to clients across the country and is a frequent guest on Bloomberg, CNBC, and other financial news outlets.

He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy, and is often quoted in the financial press. In addition, Jordan is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and weekly blog posts.

An employee since 2015, prior to his role on Global Market Insights, he worked on the Global Consultant Strategy Group based in New York where he was responsible for serving the investment needs of institutional asset management consultants in North America and Canada.

He earned a B.A. in African-American Studies from the University of Virginia and holds Series 7 and 63 licenses.

Lindsey Sabelko, Partner, Wipfli LLP

Lindsey Sabelko is a partner with over 17 years of experience in providing tax services to clients in the financial institutions industry. As a trusted tax advisor, Lindsey brings a blend of technical experience, strategic insight and client focus to every engagement. With a commitment to excellence, Lindsey helps financial institutions navigate complex tax situations with confidence and provides comprehensive tax solutions that allow them to achieve their financial objectives while minimizing tax exposure.