Financial Institutions Conference Livestream

Jordan Jackson

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.

Alexander Eben

Alex Eben is a manager in public accounting with experience serving financial institutions, including banks and other lending institutions, as well as asset managers and investment funds. Alex specializes in accounting and auditing matters under US GAAP, including complex valuation, investment accounting, credit loss considerations, and internal control over financial reporting (ICFR). He has worked extensively on audits involving lending activities, capital markets transactions, and investment company reporting, and regularly advises clients on emerging accounting and regulatory developments impacting financial institutions

Tanya Thomas

Tanya is lead bank and capital markets tax principal of Baker Tilly. Tanya has over 30 year’s experience in public and private corporate taxation and accounting. She specializes in ASC740, SEC tax reporting and regulatory reporting for financial services, including banking institutions, nontraditional lenders, mortgage originators, loan servicers, broker-dealers and insurance companies

Eric Poulin

Eric is a Director at Darling Consulting Group, where he assists community financial institutions with the delicate balance of optimizing earnings while managing risk. Eric strives to distill complex concepts into actionable intelligence and delights in bringing education to the industry - speaking at numerous industry associations annually, reaching thousands of bankers nationwide.

Eric began his career at DCG in 2014 as a financial analyst and has continued to work closely with the implementation, development, and education of DCG’s decision-support tools. He lives in the Seacoast area of NH with his wife and is a graduate of the University of New Hampshire with a degree in economics.

Adam Keefer

Adam Keefer is a managing director in the financial services group at Piper Sandler.

Previously, he was a managing director in the investment banking group of Sandler O’Neill + Partners, L.P. Since joining the firm in 2004, Keefer focused on financial institutions in the western region. He has extensive experience serving as an advisor in mergers and acquisitions, public and private capital raising transactions, recapitalizations, restructurings and other strategic initiatives for Sandler O’Neill’s clients, including the $2B merger between Umpqua Holdings Corp. and Sterling Financial Corp., Pacific Capital Bancorp’s $1.5B sale to Mitsubishi UFJ Financial Group, Inc. and Washington Banking Company’s $265M strategic merger with Heritage Financial Corp.

Prior to joining Sandler O’Neill, Keefer served as an investment banking analyst for D.A. Davidson & Co.

Following a year of study at the London School of Economics, Keefer graduated with honors from Trinity College in Connecticut with a bachelor’s degree in economics. He has also completed Pacific Coast Banking School’s graduate program in banking at the University of Washington.

Carlos Vega

As a Digital Strategy Director at Wipfli, I lead digital transformation strategy, professional services, and partner engagements with major US and global banks, credit unions, de novo banks, Insurance, Wealth and Asset Management and fintech startups. With over 20 years of experience in strategy and digital transformation across industries, I have a proven track record of delivering customer-centric solutions that drive growth, loyalty, and innovation across financial services and automotive industries.

J Bradley Sargent

Brad is the Founder and Managing Member of The Sargent Consulting Group. Brad assesses clients’ challenges and identifies solutions quickly and cost-effectively. Brad focuses clients on “defining a win” in every situation and working towards that goal. Those wins have ranged from $100m+ judgments in federal court to reduced jail time for criminal convictions. Brad’s candor and competency creates relationships with clients that endure and he is frequently sought at times of great crisis, when a truly trusted advisor can make the most impact. Brad loves distilling complicated financial information into a compelling, simple story and he has been recognized as an expert witness in multiple venues and is a highly sought guest lecturer and speaker. Brad has created a firm culture that treats every matter the same regardless of size, does not take itself too seriously (the work is serious enough) and looks to laugh out loud every day.