Women In Banking: Navigating Leadership & Change | RMA Puget Sound

1325 6th Avenue,Seattle WA 98101

12 April, 2022

Description

You're invited to join RMA Puget Sound on April 12th for Women in Banking: Navigating Leadership & Change. The RMA Puget Sound Chapter invites you to Women in Banking: Navigating Leadership & Change at the Washington Athletic Club on April 12th. Our panelists will be discussing work/life balance, DEI, mentorship, roadblocks to leadership, leading teams remotely, and more. You won't want to miss this informative event! Register now. Lunch is included in the ticket price. Networking to take place first 30 minutes, with an hour-long panel discussion to follow. Our Panelists Lisa Cleary COO at 1st Security BankAfter beginning her career in branch banking, Lisa has held a variety of key positions in bank management to round out her two decades of diverse financial industry experience. These positions included AVP and Loan Operations Manager, VP and Small Business Administration Assistant Manager, and SVP and Credit Administrator at banks in the Puget Sound region. Prior to joining 1st Security Bank, Lisa was EVP and Chief Credit Officer at First Sound Bank. She joined 1st Security Bank as Chief Operating Officer in 2020. Lisa holds a Bachelor of Business Administration degree from the University of Alaska Fairbanks, with a specialty in management and organizations. Her other educational milestones include graduating top of her class in the 2009-2010 Washington Bankers Executive Development Program and graduating with honors from the Pacific Coast Banking School in 2013. She has been an active member of the American Bankers Association Emerging Leaders Committee since 2018, and the Washington Bankers Emerging Leaders Committee since 2017. Carol Nelsonformerly with Key Bank and Monzo USCarol served as a Strategic Advisor to startup FinTech Monzo US and as US CEO from 2019 to 2022. She was named among the Top 100 Women in FinTech by FinTech Magazine in 2021. Parent company Monzo Bank is the UK's fastest-growing digital bank with over 5 million customers. Carol was a top executive for KeyBank (NYSE: KEY), a top-20 US bank. She served as Key’s Pacific Region Executive and Market President, managing KeyBank’s brand and success throughout the Pacific Northwest. She was accountable for the full P&L of the region which included commercial banking and wealth management. Carol was a member of KeyBank’s Executive Council as well as Director and Trustee for the national KeyBank Foundation. During her tenure, Carol was named to American Banker magazine's Most Powerful Women in Banking Top Team. At the appointment of Washington State Governor Inslee, Carol served for two years as the CEO of the Department of Revenue responsible for a $20Bn agency and a member of the Governor’s Executive Council. As a public company CEO, Carol served as CEO, President and Director of Cascade Financial Corporation (formerly NASDAQ: CASB) and Cascade Bank for 10 years. Prior to joining Cascade Carol held executive roles at Bank of America. Sara PattesonMarket President at First Interstate BankIn her role as Market President at First Interstate Bank, Sara leads the strategic plan and oversight of all banking products and community involvement in the Puget Sound Region. Over the past two years, she repositioned the team to be the highest performing team within the organization. Prior to First Interstate Bank, she served in a variety of positions at Umpqua Bank (and former Sterling Bank) for 12 years. This included roles as Credit Analyst, Corporate Banker, Special Assets Administrator, and Commercial Underwriting Manager in Seattle and Newport Beach, CA. During this time, she was actively involved in process improvement initiatives between the operation and production departments. When Sterling Bank and Umpqua Bank merged in 2014, she led a team of cross-bank team members within a geographically diverse footprint to embrace organizational and structural changes. First Interstate Bank closed a merger with Great Western Bank in February 2022; the combined organization has estimated assets of $33 Billion. COVIDThe venue will comply with all local health guidelines. Visit the WAC Club Updates page for up-to-date information on mask mandates and more! Thank You to Our Sponsors! Platinum Event Sponsors Chapter Sponsors