Speaking Engagements September 8, 2025

Bank Director’s Bank Board Forum

JW Marriott Marco Island Beach Resort
400 S Collier Blvd.
Marco Island, FL 34145

James Stevens, co-leader of Troutman Pepper Locke’s Financial Services Industry Group, and Greg Parisi will be presenting at Bank Director’s upcoming Bank Board Forum taking place September 8-10, 2025 at the JW Marriott Marco Island Beach Resort.

Stevens will be presenting a breakout session on September 8 regarding “The Risks and Rewards of BaaS.” The Banking-as-a-Service (BaaS) model offers significant potential for banks to expand their reach and generate new revenue streams. However, it also presents complex challenges related to risk management, regulatory compliance and operational efficiency. This session will look into the critical considerations for banks exploring BaaS, including partner selection, due diligence and ongoing monitoring. Stevens will discuss strategies for mitigating risks, optimizing operations and maximizing the benefits of this innovative business model.

Parisi will be presenting at the governance and strategy general session on September 9 regarding “Strengthening Board Leadership.” A strong board is essential for a bank’s long-term success. This session will explore strategies for addressing underperforming directors, fostering a culture of continuous improvement and identifying key factors that contribute to effective board governance.