Featured Speakers
Ronald Balmer
Principal
Greenwich Associates
Ronald Balmer, Principal, is a recognized expert in the fields of Customer and Employee Loyalty. Ron has led customer and employee loyalty initiatives at dozens of organizations, including Federal Express, The Ritz Carlton Hotel Company, Mars, Wachovia, Bank of America, Eastman, and MCI/Verizon. Prior to joining the Firm, Ron was a Managing Partner at The Gallup Organization.
Janet Barnes
Vice President, Sales Development and Customer Experience
Fifth Third Bank
Janet Barnes is vice president, sales development and customer experience for Fifth Third Bank in Chicago. She has over ten years experience in the banking and financial services industries. Ms. Barnes manages the Bank’s customer experience program for financial centers in Chicagoland and Northern Indiana, which includes creating processes and standards for sales and service programs that help maximize the Bank’s sales portfolio.
William (Bill) Dawson
Director, Small Business Banking
Scotiabank
Bill Dawson is Director, Small Business Banking at Scotiabank. In his role as Director, Bill is responsible for product development, sales, service, internal training design and implementation of strategies to serve the needs of small business owners.
William C. Dunkelberg
Professor of Economics, College of Literature and Arts
Temple University
Currently Professor of Economics in the College of Literature and Arts , Temple University, where he served as Dean of the School of Business and Management from 1987 through 1994 and as Director of the Center for the Advancement and Study of Entrepreneurship. His prior appointments were at the Krannert Graduate School of Management, Purdue University, the Graduate School of Business, Stanford University and the Survey Research Center at the University of Michigan.
Matthew Gambs
President and CEO
Diamond Bancorp
Matthew Gambs is the President and CEO of Diamond Bancorp, and serves as a Director of Diamond Bank. Mr. Gambs was previously the President and COO of First Chicago Bancorp and prior to that CEO of Bloomingdale Bank and Trust. He joined Bloomingdale Bank & Trust in 1999 and served as President and CEO from 2004 through 2006. Mr. Gambs is a partner in Republic Title, a title insurance agency serving the greater Chicago metropolitan area for over 25 years.
Cathleen H. Nash
President and Chief Executive Officer
Citizens Republic Bancorp
Cathleen (Cathy) H. Nash is president and CEO of Citizens Republic Bancorp, a diversified financial services company providing a wide range of commercial, consumer, mortgage banking, trust and financial planning services to a broad client base.
Donald M. Raftery
Managing Director
Greenwich Associates
Donald M. Raftery, Managing Director, consults with banking clients in the United States. Before joining the Firm in 1996, Don was an officer at the Bank of Boston. He graduated from Dartmouth with a BA in economics and received his MBA from Kellogg.
Gary Schlossberg
Vice President & Senior Economist
Wells Capital Management
Mr. Schlossberg analyzes the economic and investment environment for Wells Capital Management and for other investment groups within Wells Fargo & Co. In that capacity, he participates in daily conference calls to the organization’s investment managers and sales people throughout the country. He is a member of Wells Capital’s Asset Allocation and Fixed Income Strategy committees and also participates in the Asset Allocation and Fixed-Income Strategy committees of the Private Client Services Group.