Keynote Speakers
Shon Myers, Vice Chairman, ICBA
Shon Myers is vice chairman of the Independent Community Bankers of America (ICBA), the only national organization exclusively representing community banks. He also serves as president, CEO and chairman of Farmers & Merchants Bank in Miamisburg, Ohio.
Myers serves on ICBA’s Executive Committee, Federal Delegate Board and Board of Directors and is active on several policy and operations committees. He is a past chairman of the Community Bankers Association of Ohio and remains deeply involved in his community through Rotary International, the Miamisburg Municipal Trust Fund Finance Committee and the Miamisburg Community Foundation, where he serves as vice president.
He holds a bachelor’s degree in business administration from Kentucky Christian University and is a graduate of the Graduate School of Banking in Madison, Wisconsin.
Chris Fisk, Butte Historian
Chris Fisk is one of Montana’s most respected historians and a distinguished history teacher at Butte High School. Known for his engaging storytelling style, Fisk brings Butte’s rich history to life for students, visitors and locals alike through popular trolley tours and his “Spooks and Spirits” ghost hunts in Uptown Butte.
In his keynote presentation, “A Night in Butte History,” Fisk will explore the people, places and legends that shaped Butte — from mining and politics to headframes, hauntings and the Copper Kings — inviting questions and discussion along the way.
Seminar Speakers
Kristina A. Morris, Vice President of Innovation Investments, ICBA
Kristina Morris serves as vice president of innovation investments at ICBA, where she leads portfolio management and program development to advance the organization’s innovation strategy.
Previously, she served as project manager for FinTech Atlanta and held roles with The Community Foundation for Greater Atlanta and Big Brothers Big Sisters of Metro Atlanta. Morris holds a bachelor’s degree from Emory University and an MBA from the University of Georgia. She currently serves on the Atlanta Community Food Bank Advisory Board and the University of Georgia Alumni Association’s Atlanta Chapter Board.
Dan Stimpson, Managing Director, Stifel
Dan Stimpson is a managing director in Stifel’s strategy and analytics department, working with portfolio managers to optimize returns while balancing liquidity, risk and capital constraints.
Before joining Stifel in 2022, he spent more than 10 years as a strategist at Vining Sparks and began his career at KPMG, followed by service as a corporate controller at a community bank. Stimpson holds undergraduate and graduate degrees in accounting from the University of Mississippi and is a certified public accountant, holding membership in the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.
Tom Keenan, Principal, Keenan & Partners
Tom Keenan is principal of Keenan & Partners, a consulting brokerage and advisory firm specializing in valuation, transactional brokerage and capital markets services for financial institutions. Founded in 2010, the firm emphasizes integrity, excellence and personalized service.
Keenan has overseen more than $3 billion in valuation assignments and over $750 million in transactional volume, including more than 275 branch and facility assignments since 2014. He holds a B.A. from the College of Wooster and maintains multiple real estate broker licenses across several states, as well as FINRA Series 7 and 63 securities licenses. Keenan resides in Portland, Oregon, with his family.
Casey Balcerzak, Vice President, Chief Information Officer, Opportunity Bank
Casey Balcerzak is vice president and chief information officer at Opportunity Bank of Montana, where he leads enterprise technology strategy and operations, focusing on resilience, security and scalable growth.
With more than 20 years of IT leadership experience, Balcerzak brings expertise in enterprise systems, digital transformation, vendor management and regulatory support. He holds a bachelor’s degree in business administration with an emphasis in information technology and is a graduate of the Graduate School of Banking at Colorado. Based in Helena, he enjoys outdoor activities and community involvement.
Mandy Fisher, Vice President, Chief Information Security Officer, Opportunity Bank
Mandy Fisher serves as vice president and chief information security officer at Opportunity Bank of Montana, leading programs across information security, physical security, third-party risk management and financial crimes, including fraud and BSA/AML.
With more than 14 years of experience in risk, compliance and security, Fisher develops enterprise programs aligned with NIST, FFIEC and COSO standards. She holds a master’s degree in accounting with an emphasis in forensic accounting and maintains multiple industry certifications, including CPA, CFE and CISSP. A Helena native, she enjoys traveling and outdoor adventures with her family.
Jeffrey Michael, Director, Bureau of Business and Economic Research, University of Montana
Jeffrey Michael is director of the Bureau of Business and Economic Research (BBER) at the University of Montana. His work spans regional economic forecasting, public policy analysis and environmental economics, including research on climate change, land use, infrastructure and employment growth.
Prior to joining BBER, Michael held senior academic and leadership roles at the University of the Pacific and Towson University. He holds a Ph.D. in economics from North Carolina State University, a master’s degree from the University of Maine and a bachelor’s degree from Hamilton College.
Melanie Hall, Commissioner, Montana Division of Banking and Financial Institutions
Melanie Hall is the commissioner of the Montana Division of Banking and Financial Institutions, overseeing all state-chartered banks and credit unions, as well as more than 2,000 licensed non-bank financial entities. The division also manages consumer complaint resolution for financial services across Montana.
Hall holds a bachelor’s degree in economics from Eckerd College and a J.D. from Tulane Law School. She is a past chair of the Conference of State Bank Supervisors and serves on multiple national and Montana-based education and foundation boards.
