The 2026 Deposit Conference is returning for its second year, hosted in Chicago, Illinois!

Creating a powerhouse franchise begins with a clear vision. Do you have a clear vision for your bank's deposit strategy? Join us at this conference to explore the cutting-edge products, insightful analytics, dynamic marketing strategies, and innovative business models from leading banks that drive exceptional value. You'll hear from industry experts who will share their strategies for elevating your bank's deposit approach, helping you to create and sustain franchise value. Space is limited, so register today!

Presented in partnership with S&P Global Market Intelligence


Featured Speakers

Zain Tariq

Senior Analyst, FIG Research - S&P Global Market Intelligence

Zain Tariq manages a team of research analysts at S&P Global Market Intelligence and produces data-driven research. The team is primarily responsible for providing data insights on the U.S. financial and real estate industries. He has covered the banking space for over eight years including regulatory changes, financial trends, branch footprints, and M&A. Prior to joining S&P, Zain collected experience as a finance officer and accountant for multiple organizations. Zain completed his ACCA in 2018. In addition to the ACCA, he completed BSc (Hons) in Applied Accounting from Oxford Brookes University in 2011 and MSc in Finance from BPP Business School in 2013.
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Tim Myers

President and CEO, Bank of Marin and Bank of Marin Bancorp

Tim Myers, Bank of Marin’s president and chief executive officer, began his career at Bank of Marin in 2007 as regional manager of the Bank’s San Francisco Commercial Banking Office. In 2013, Myers was promoted to lead the Commercial Banking division and—in 2020—was named chief operating officer. Recognized for his thoughtful leadership style and calm demeanor, Tim took on the role of president and CEO in November 2021. A nearly 30-year financial services veteran, Tim has held leadership roles at various financial institutions including vice president and Commercial Banking officer at U.S. Bank, National Association, and Comerica Bank. Tim holds a bachelor’s from Willamette University and a Master of Arts in International Policy Studies from Middlebury Institute of International Studies at Monterey (formerly Monterey Institute of International Studies). He also earned a graduate certificate from Pacific Coast Banking School.
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Dan Marks

President, Growth Solutions, OptimaFI

Dan Marks leads the client strategy, service, creative, and marketing teams for OptimaFI. He has over 20 years experience helping financial services companies grow profitably by applying data driven and digital strategies. Dan joined OptimaFI after serving for 5 years as the Chief Marketing Officer at Hancock Whitney where assets increased from $22B to over $30B during his tenure. Dan’s other experience includes a progression of roles at First Horizon including 5 years as Chief Marketing Officer, head of financial services marketing for a national retailer, and an early stint at Vention in analyst/client services roles. Dan has a BS in Accounting from Belhaven University and a Master of Business Administration from Vanderbilt University. Dan is frequently asked to speak live or digitally on data driven strategy, digital, and financial services marketing all over the world and has contributed to numerous articles and books. His leadership has been recognized at the national CMO Awards and as a national "Top 100 Marketing Leader."
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Mac Thompson

CEO and Founder at White Clay

Mac Thomspon is the founder and CEO of White Clay, a fintech that guides financial institutions to build deeper and more profitable relationships. For nearly 20 years, top financial institutions nationwide have trusted Mac and his team’s comprehensive approach to optimizing their profitability, pricing, and ability to deepen relationships. Mac’s more than 25 years of banking experience includes leadership roles at Bank of America, Chase, and regional and community banks where he specialized in growing revenue, improving customer experience, and increasing shareholder value. For the past 9 years, he has taught classes at the ABA Stonier Graduate School of Banking on bank pricing, profitability, data analytics, and artificial intelligence (AI). With great passion for his community, he has served on the boards of several organizations, including Actors Theatre, Kentucky Shakespeare Festival, Story Avenue Park, Transylvania University, and The Fund for the Arts.
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Brian Love

CEO and Founder at White Clay

Brian Love's 15+ years in sales, relationship, and project management within the Banking Industry make him a unique, dependable Executive Recruiting partner for any Financial Institution. Deft industry knowledge allows Brian to share an identifiable perspective with his candidates and clients. Building a long-term, trust-based relationship is paramount and integrity comes first in every decision. As a banker, Brian excelled at effective networking while always jumping at the opportunity to add value to his clients with integrity, patience, and hands-on, focused service. He has won multi-million dollar deposit and lending relationships through his commercial business development efforts. Brian was also involved in Technological and Operational initiatives as well, like Mobile Banking application design and Prepaid Card program implementation. Now, as a recruiter, he utilizes the same skills to deliver unparalleled service with a top-notch consultative approach.
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Chris Nichols

Senior Vice President | President of Institutional Banking

Chris has 30+ years of banking experience, is an active bank investor, small business owner, frequent speaker, co-author of The Successful Lender’s Field Guide, and frequent blogger. Before SouthState Bank, Chris was President/CEO of PCBB Capital Markets, sat on the executive committees of Pacific Coast Bankers’ Bank; helped found FinancialOxygen, a banking technology company; and held operating positions at the Bank of America Corporation, Bank of Tokyo-Mitsubishi, and PricewaterhouseCoopers. Chris holds a degree in economics from the University of California, is a sworn law enforcement officer and a flight medical officer.
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Trey Maust

Chief Innovation Officer, Federal Deposit Insurance Corporation

Trey Maust serves as Chief Innovation Officer to guide the FDIC’s work to promote the adoption of innovative technologies within the FDIC and across the financial services sector. Mr. Maust most recently served as Executive Chairman of Lewis & Clark Bank. In addition, he served as President and Chief Executive Officer of Bankevo LLC, a nonbank subsidiary of Lewis & Clark Bancorp, and Chairman of the Board of Lewis & Clark Bancorp. He has also served in several public sector and industry leadership roles including Chairman of the American Bankers Association’s Core Platforms Committee; Bankers Advisory Board Member at the Conference of State Bank Supervisors; and member of the FDIC’s Advisory Committee on Community Banking. Mr. Maust earned a Bachelor of Science degree in business administration at Portland State University.
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Neil Stanley

Founder & CEO, The CorePoint

Neil founded The CorePoint in 2010 with a mission of revitalizing pricing strategies for retail deposits. With 30-years as a bank executive with three high-performance family-owned banking groups, Neil has held a spectrum of roles including Holding Company Vice President, Chief Liquidity and Investment Officer, Chief Credit Officer, President of Community Banking, and Bank CEO. Neil has been featured in American Banker, The Financial Brand, BAI, and many other leading trade publications. Find his perspective on deposits, CDs, asset-liability management, and the economy on his YouTube Channel. Follow him on LinkedIn where he often publishes his insights about banking.
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