After the tremendous success of our 2024 conference, we are excited to deliver an even better experience this year.

To reserve your seat, please contact your Brean Sales Representative today!

Please check back with us periodically as we will be updating this site with relevant information regarding our agenda, external speakers, and other pertinent information.

Hotel & Travel

Tempo by Hilton Nashville Downtown

127 Rosa L Parks Blvd. Nashville, Tennessee 37203

Online Hotel Reservations

Hotel Information

Tempo by Hilton Downtown Nashville is located less than a block from Broadway, just a half mile from Nashville’s top attractions including Bridgestone Arena and Music City Center.

Travel Information

Hotel Check-in is 4:00 p.m. and Check-out is 11 a.m. Hotel Parking: $55 per day for Valet parking. EV charging is available on-site.


Conference Overview

Join your colleagues and friends as we dive into key Depository topics relevant for 2025/2026 and beyond. We’ll provide special insights from Keynote and external speakers as well as Brean’s own subject matter experts on key topics including:

  • Economic landscape and projections
  • Funding/Liquidity management
  • Asset/liability management
  • Lending, pricing, loan participations (buys/sells)
  • Capital raising
  • Investment portfolio management/depository sector evaluation and analytics
  • Applicable panel discussions on above areas

Participants Will:

  • Receive an overview of each of the above area’s current and expected strengths, weaknesses, opportunities, and threats.
  • Engage in interactive discussion with presenters, other attendees, and panelists to optimize takeaways and key networking opportunities.
  • Remain abreast of industry best practices, regulatory expectations, and recent changes pertinent to ongoing banking safety and soundness.

To review last year’s session, go to www.breanevents.com. To reserve a seat at this year’s session, please contact your Brean Account Representative. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk located in the front lobby section outside of the conference room.

Participants will earn 10.6 CPE credits.
Fields of Study: Finance (10.6 CPE Credits)

Additional Information

Pre-requisites: None. Content material will be of an “Overview” level.
Who Should Attend: Bank and Credit Union Presidents, CFO’s, Controllers, Other Senior Treasury Personnel, Senior Loan Officer & Internal Auditors
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Live

Refunds and Cancellations

Brean’s Fixed Income Depository Conference is offered at no charge to attendees, beyond their own travel and hotel arrangements. For more information regarding administrative policies such as cancellations, refunds, or complaints, please contact Alex Petraglia at 212-702-6679 or Joel Updegraff at 212-702-6595.

Brean Capital is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

FEATURED KEYNOTE

AMY DOWNS

HOPE IS A VERB

MY JOURNEY OF IMPOSSIBLE TRANSFORMATION

In 1995, Amy Downs was one of the last survivors to be pulled from the rubble following the Oklahoma City bombing, which killed 168 people, including 18 of her 33 co-workers at Federal Employees Credit Union.

Embracing her second chance at life, Amy launched a campaign of self-improvement and transformation; going from a 355 lb. teller who couldn’t pass a math class — to a Full Ironman Triathlon Finisher and a CEO with a Master’s Degree in Business Administration — driving 400% growth for her credit union until her retirement in 2025.

Amy is now a full-time speaker and author of Hope is a Verb, which is available on Amazon.

Drawing on her recently released book, Amy is excited to share how you can respond to a crisis in a way that will make both you, and your organization, come out stronger than before you went in.

Fixed Income Depository Conference Agenda

Download Agenda PDF*Times listed in Central time; subject to change
Wednesday September 24th

2:00PM-4:00PM

Pre-Conference Workshop ALM Hot Topics- IRR, Liquidity Risk Management, and C-Suite Expectations

Presented by: Chris Lomas, Daniel Bauer, Joel Updegraff | Brean Capital
CPE Credits: 2.4 Finance (Technical)
6:00PM-8:00PM
Registration/Welcome/Cocktail Reception

Thursday September 25th

7:15AM
Breakfast/Registration
8:15AM

Welcome/Opening Remarks

Presented by: Brean Capital
8:30AM

General Session | Ahead of the Fed

Presented By: Scott Buchta & Conrad DeQuadros | Brean Capital
CPE Credits: 1.2 Finance (Technical)
9:30AM

Break

9:45AM

“Around the Horn” Overview of Key Balance Sheet Sectors

Explore Brief but Informative Overviews and Updates from Pertinent Product and Service Sectors (SBA/USDA Loan GICs, Reverse Mortgages, Repurchase Markets)

Presented By: Scott Taylor, Bryan Faron, Lambros Georgallas | Brean Capital
CPE Credits: 1.2 Finance (Technical)
10:45AM

Breakout Sessions: Dueling Panels

Tract A: A Regulatory Perspective for Credit Unions:
Subordinated Debt

Moderator: Justin Anderson, Counsel | SW&M Financial Institution Attorneys
Panelists: Pauline Belle, Former Supervisory Financial Analyst | US Dept. of Treasury
Jeremy Colvin | Brean Capital
Luis G. Dopico, Partner and Chief Economist | CUCollaborate
CPE Credit: 1.4 Finance (Technical)

Tract B: Hot Topics for Community Banks: All Eyes on
Stablecoin

Panelists: Kyle Thomas, Senior Advisor, Policy, and Supervision | Conference of
State Banking Supervisors (CSBS)
Daniel Wheeler | The Fintech Lawyer
CPE Credit: 1.4 Finance (Technical)
12:00PM

Networking Lunch

1:15PM

General Session/
Strategic Planning as a Performance Engine: From Metrics to Momentum

Presented By: Michael Kadel, Managing Principal | OneAccord
CPE Credits: 1.2 Finance (Technical)
2:15PM

Breakout Sessions

Risks vs. Rewards
Taking a Deeper Dive into the Performance of MBS,
CMOs and SBAs

Presented By: Scott Buchta & Mark Evans | Brean Capital
CPE Credits: 1.4 Finance (Technical)

Product Profitability Analytics: A Tool to Drive
Strategic Value

Presented By: Ryan Fuerst, Director, Treasury Management | Kinecta FCU
CPE Credits: 1.4 Finance (Technical)
3:30PM

Break

3:45PM

Amy Downs: Hope is a Verb
Keynote

CPE Credits: 1.4 Finance (Technical)
6:00PM

Offsite Dinner
House of Cards

Lower Level, 119 3rd Ave S, Nashville, TN

Friday September 26th

7:45AM

Breakfast

8:45AM

Value-Added Balance Sheet and Fee Income
Opportunities

Presented By: Whit Collmus, Director of Sale Leaseback Acquisition | MOUNTAINSEED
Kim Smith, SVP | Smartfi Home Loans
CPE Credits: 1.4 Finance (Technical)
10:00AM

Break

10:15AM

Panel Discussion
Secondary Market Loan Transactions- A User-Based
Panel Discussion

Moderator: Daniel Sigai | Brean Capital
Panelists:
Rachel Strachen | WECU
Amy Henderson | VIBRANT CU
Christie Smith | Lafayette FCU
Rocky Muniz | CU of Texas
Brian Constable | Monterey County Bank
CPE Credits: 1.4 Finance (Technical)
11:30AM

Closing Remarks

2:00PM

Brean Sponsored Entertainment
(Options/Venues TBD)



Step into a world of mystery and magic at our exclusive dinner venue on Thursday, September 25th: the enigmatic House of Cards, nestled in the heart of Nashville.

Hidden beneath bustling Broadway Street, this clandestine establishment beckons you through a secret, speakeasy tunnel, promising an evening of unparalleled wonder. Immerse yourself in timeless charm surrounded by a curated collection of magical antiques and artifacts.

Underneath the Johnny Cash Museum, yet a world away, prepare to be transported to a realm where every corner whispers secrets of the past.

Join us at our Conference and experience a night like no other at the House of Cards.

Dress for the evening is business casual. The published dress code does not apply to private events.

Learn About House of Cards