About PA Bankers Association

PA Bankers is headquartered in Harrisburg, Pa., however, our membership spans the entire commonwealth. To reach all members, PA Bankers is dedicated to hosting events in the six Groups or geographical regions of Pennsylvania. These smaller gatherings serve as catalysts to insightful discussion about the banking industry and create additional interaction and networking for members.


Testimonials


 

I can personally say the instruction and knowledge that I received by attending the PA Bankers Leadership Institute prepared me to be a more prepared, and effective leader in the face of a world-wide pandemic. From the discussion of the passion and traits of uncommon leaders that drove them to make a difference to the study of the laws of leadership we shared with each other, I gained such valuable insight from my classmates and from Dennis and Linda. While this virus has shaken our organizations, our country and the world to its core, leadership has never been more important. These are unpresented times and none of us have experienced this type of challenge before, but I know that I am better prepared and more confident to lead our teams through these unchartered waters because of the experience and knowledge that I gained from the program.

Thomas Minichiello SVP, Director of Retail Banking Kish Bank


 






The PA Bankers Leadership Institute was an eye-opening experience in the theory behind how great leaders operate. The instructors provided timely and effective techniques in organizational theory to allow me to further my career at my financial institution. Session by session, they coerced you out of your comfort zone and helped get you comfortable with being uncomfortable – allowing you to experience great personal growth. I would recommend this program to newly minted leaders and those who want to grow their skillset and overcome common management issues in a fun and relaxed setting.
 
Lou Palumbo, CISA, CISM, CRISC, CDPSE, CISSP
Chief Information Officer
NexTier Bank


 


 


The PA Bankers Leadership Institute was very well organized. I gained essential tools for career development and built rapport with peers across Pennsylvania. The program helped me grow as a banking professional and, ultimately, better serve my organization and our members.
 
Eric M. Slomer
Director, Marketing and Communications
FHLBank Pittsburgh

 


 


 

The PA Bankers Leadership Institute was such a positive influence in my career because it was a continual building block for leading and collaborating with team members. There was such a strong focus on allowing the attendees to learn from a book or a speaker and then implementing what we learned and sharing with the group. It wasn’t simply a class I took; it was an application of the skills we were developing. We were able to learn from each other how our application of those skills worked and what we learned from it. So you get the benefit of your own direct learning, but also learning through this peer group that become an integral part in your career development.

Jennifer Poulsen 
SVP, Chief Operating Officer
The Farmers National Bank of Emlenton

 



 
 

The knowledge I took away from the PA Bankers Leadership Institute is invaluable. My take-aways from this program cannot be found in a book or through a tutorial and is beyond any other leadership program in and out of our industry. The program teaches you how to connect with yourself and connect with your team by focusing on a high care culture of profit and development.

I will always cherish the connections and relationships I developed throughout the program. My focus and intent throughout my career will forever be impacted by Dennis and Linda’s guidance and extreme knowledge. I am grateful for the experience and would encourage my peers throughout the industry to attend. For myself specifically, I learned skills and techniques that have developed me to confidently take the steps necessary to be successful in my career without hesitation. For this, I am very grateful to PA Bankers for offering this program and taking a step outside the box to offer this relevant and important content through amazing instructors.

LeeAnn Gephart
EVP, Chief Marketing Officer
Riverview Bank

 

 
 

PA Bankers Leadership Institute was one of the best training programs I have experienced in my 40-year banking career. I was undoubtedly one of the older attendees in our class, but new to my position of Chief Operating Officer. The program provided me the management skills to help navigate this new role and prepared me with tools that helped me succeed. When an opportunity arose upon the sudden resignation of our CEO, I was placed in the Interim President/CEO position and named to the position permanently five months later. The knowledge I gained while attending PA Bankers Leadership Institute was invaluable. Knowledge, combined with lifelong contacts established and relationships built, made this an overall excellent experience.  
I would recommend PA Bankers Leadership Institute whole heartedly, no matter what your age!

Elaine A Woodland
President and CEO
First Keystone Community Bank

 


 
 

The PA Bankers Leadership Institute provided the right educational environment to develop the leadership skills that are not typically fostered while working on the job as a banker at your respective institution. The beauty of the Leadership institute is separating yourself from the bank to learn among a diverse group of highly motivated peers of other institutions. It was an honor to be chosen and participate to benefit from the broad wealth of knowledge provided by top-notch instructors that want to bring out the best in you. Our leadership group quickly bonded as a small group with the knowledge that we could help each other to improve our skill sets. Experienced and well-known instructors Linda Eagle and Dennis Budinich worked very well together as a team, each bringing their own experiences in addition to deeper thought processes in terms of what motivates the mind of the individual and leadership styles that make successful team. In short, the program took you to a higher level in terms of how to bring out the best in you in working with others.

Scott E. Lied
EVP, Chief Financial Officer
Ephrata National Bank

 

 
 

The PA Bankers Leadership Institute has provided me invaluable experiences which have immediately impacted my management style and philosophy. Through a wide range of activities, including discussion, media, presentations and projects, I was educated and immersed in the tremendous impact that my influence has on my team and the entire organization. With a renewed focus on being mindful, engaged and accountable, I have altered my communication style as well as the priorities that I look for in recruiting and training management succession candidates. Upon bringing this knowledge and energy back to the bank as a whole, we have implemented the concepts into programs, including employee outreach, leadership development, and activities focused on driving a positive and passionate culture. This program has without a doubt opened my mind to be more cognizant of how the way we think about and treat each other influences the way we work and lead, ultimately determining how successful and profitable we are in line with our strategic mission. My primary goal going into the program was to expand the depth and breadth of my leadership aptitude, and I credit the tenets learned at the program for advancement in my career to a senior management position. This in turn has afforded me additional opportunity to learn from and influence a broad network of teammates at S&T.

Jon Costello
Executive Vice President, Bank Operations
S&T Bank

 

 
 

The PA Bankers Leadership Institute brought a tremendous networking opportunity to bond with peers and see different approaches to similar issues at a much deeper level. The sessions were fun and introduced thinking outside of the box. Various topics were covered, such as psychology, culture and emotional intelligence, and inspired me to look at how I could create a better vision for the future. I learned new ways to be self-aware and intentional in my actions to engage with my coworkers more effectively. A clear message that was instilled is that leaders show themselves by the greatness of what they bring to those who surround them, not the title after their name. You show you are a leader by your actions. It was my honor to spend 18 months learning with remarkable people in an outstanding learning environment. I highly recommend the PA Bankers Leadership Institute!

Deborah L. Unflat
Vice President Marketing
The Dime Bank

 

 
 

The PA Bankers Leadership Institute has been life-changing both professionally and personally for me. As a result, I have become very comfortable speaking at meetings and sharing knowledge and suggestions that influence other senior leaders and impact our bank.  Several areas of direct impact involve brainstorming at Senior Management, ALCO and Branch Growth discussions. Both Linda and Dennis made the sessions both interesting and entertaining! This was the single best experience of my entire banking career. I was heartbroken when it came to an end. If given the opportunity to attend, you will love every single minute!

Shelly Hepler
Vice President
Community Banking
Administration Manager
Woodlands Bank

 


 
 

The PA Bankers Leadership Institute has benefited me in so many various ways. One of the main factors is it has allowed me to challenge my employer and myself to keep the customer experience top notch. It encouraged me to find new ways to create a positive work environment and uplift my staff. I also have used the tools I gained to seek ways to improve new employee onboarding, as well as offer suggestions on how to create new and effective ways to communicate among all the staff, something that was needed this past year. I also gained many new friends that I am able to reach out to for suggestions with issues and gain their council in areas that I may need assistance or new ideas. The knowledge I gained has also allowed me to communicate with the current president/CEO of the area of where I want to be in the next five years. I can communicate my plan with him and discuss my options and how we as a team can achieve them.

Wendy J. Garman 
Community Office Manager 
The Bank of Landisburg

 

 

 
 

The PA Bankers Leadership Institute was a terrific experience. The program featured quality content and challenging tasks and assignments to help me build my leadership skills. The interaction, sharing of ideas and camaraderie with other banking leaders was a valuable part of the learning process. I would highly recommend the PA Bankers Leadership Institute to anyone looking to learn new way to continue your growth as a leader and to enhance your career opportunities.

Anthony F. Rocco
President – WPA Market
WesBanco Bank, Inc.

 

 
 

The PA Bankers Leadership Institute was an incredible opportunity. Not only did I get to meet and create friendships with my peers from across the state, I learned so much about what I could do to provide and assist my coworkers with a path for additional growth opportunities. Because of my participation in the program, I was able to re-energize our customer service initiative bank-wide since being appointed the chairperson of the committee, along with establishing book clubs for those who are considered to be our future leaders of the bank. Both of these experiences enabled me to put what I learned through the program into action. It's hard to put into words what a great feeling it was to know that people working in similar roles to mine experience all the same things I do - both the successes and the challenges. The program and my classmates served to reaffirm my career choices while at the same time providing me with ways to reshape my skills - both in leadership and as a motivator while putting them into everyday practice. One of the greatest attributes of a good leader is always being willing to learn new things. The program showed me that I can do anything if I put my mind to it while preparing me to be able to do it.  I thoroughly enjoyed my experience and will always credit it with helping me to become the leader I am today.

Kerri L. Mueller
Senior Vice President, Retail Division
AmeriServ Financial

 


 

Thank You to Our Sponsors



Statewide Sponsors            

          


                                                                        
 
                                           
 


Statewide Co-Sponsors


Closest-to-the-Pin Sponsor - West

     
 

 Longest Drive Sponsor - East and West

 Closest-to-the-Pin Sponsor - East

 

 


Lunch Sponsor - East


Lunch Sponsor - West

 
 

 

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Thank You to Our Sponsors



Diamond


Platinum





 

    



    Time Session
         
    Sunday, March 2
     
         
    2:30 - 3 p.m.
    Pre-Conference Registration - Cocoa Terrace & Cocoa Foyer 1
     
         
    3 - 5 p.m. *Pre-Conference - Cocoa Terrace & Cocoa Foyer 1
    Know Me, Like Me, Trust Me…..Online: Building a Personal Brand You Can Be Proud of in the Digital Age
    Eric Cook, MBA, Chief Digital Strategist, WSI 
    *This event is not included in the conference registration fee. Pre-registration is required for this event.

         
    6 - 7 p.m. Welcome Networking Reception - Aztec Room

         
    Monday, March 3  
    8 a.m.  Registration - Continental Breakfast & Networking - Aztec/Nigerian Room
     
         
    8:30 a.m. Welcome & Opening Remarks - Aztec/Nigerian Room
    J. Duncan Campbell III, President & CEO, PA Bankers Association
    LeeAnn Gephart, Women in Banking Conference Chair, EVP, Chief Banking Officer, FCCB

     
         
    8:45 a.m.  2025 Women in Banking Recognition of Excellence Program
    Sponsored by: Schneider Downs & Co., Inc.
    Tomorrow's Promise Award

     
         
    9 a.m. General Session
    10 Myths Debunked: How to Inspire, Empower, and Get Things Done 
    Amber Farley, EVP, Brand Development, FMS 
     
         
    10 a.m. Refreshment Break & Networking
     
         
    10:15 a.m. General Session
    Why Women are Uniquely Positioned for Leadership Roles in Banking 
    Mary Beth Sullivan, Managing Partner, Capital Performance Group 
     
         
    11:15 a.m. General Session
    Bank Fraud Update for #1 Victim Industry 
    Tori Lyon, CFE, Manager, Forvis Mazars
    Roy Strickland, CPA/CFF, CFE, MAFF, Service Line Leader, Forvis Mazars

     
         
    Noon 2025 Women in Banking Recognition of Excellence Program 
    Sponsored by: Schneider Downs & Co., Inc.
    Champion(s) for Women Award
     
         
    12:15 p.m. LUNCHEON & NETWORKING - Blue Room
     
         
    1:15 p.m. General Session
    Women in Banking Panel Discussion – Pathways to Success
    Moderator: Michelle Staton, COO, PA Bankers Association
    Panel:
    Kate Bryant, President & CEO, The Honesdale National Bank
    LeeAnn Gephart, EVP, Chief Banking Officer, FCCB
    Quianna Agent-Phillips, Chief Diversity Officer, Fulton Bank

     
         
    2:15 p.m. Refreshment Break & Networking  
         
    2:45 p.m. General Session
    2025 Women in Banking Recognition of Excellence Program
    Sponsored by: Schneider Downs & Co., Inc.
    Patricia A. Husic Woman of Influence Award
     
         
    3 p.m. General Session
    The Surprising Productivity of Self-Care: Using Mindfulness to Combat Burnout and Compassion Fatigue
    Johnny Crowder
     
         
    4: 15 p.m. Closing Remarks/Adjourn
    J. Duncan Campbell III, President & CEO, PA Bankers Association
    LeeAnn Gephart, Women in Banking Conference Chair, EVP, Chief Banking Officer, FCCB
     

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    Time Session
       
    Wednesday, May 14


    12 - 4 p.m. CHARITABLE OUTREACH OPPORTUNITY - St. Matthews House (pre-registration is required)
    Transportation will be provided by PA Bankers
    Limited to first 40 registrants.
       
    6:30 - 9 p.m. BOARD, PAST CHAIRS & STAFF RECEPTION & DINNER
    Reception Sponsored by: PWCampbell
    Dinner Sponsored by: Pillar+Aught
       
    Thursday, May 15  
       
    8:30 a.m. - 1 p.m. OPTIONAL TOUR - Everglades Tour (see Tours tab for registration information)
       
    1 - 4 p.m. REGISTRATION
       
    1 - 3 p.m. AFTERNOON "WELCOME TO MARCO" RECEPTION
    Reception Co-Sponsored by: Forvis Mazars & Keefe, Bruyette and Woods, a Stifel Company
    Entertainment Sponsored by: Bybel Rutledge LLP
       
    1:45 - 2:45 p.m. Bank CEO Peer Exchange (pre-registration is required)
    Limited to Bank CEOs Only
    Facilitator: Jack Salvetti, S.R. Snodgrass, P.C.
       
    3 - 5:30 p.m. CEO & DIRECTOR SESSION 
       

    3 - 4 p.m.

    Risk Volatility and Practical Solutions
    Don Musso, FinPro
       

    4:15 - 5:30 p.m.

    Investment Banking Panel
    Moderator: Adam Tarvin, KBW
    Panelists:
    Frank Blanco, Piper Sandler
    Dan Flaherty, Janney Montgomery Scott LLC
    Alan Grover, Griffin Financial Group
    Peter Losty, D.A. Davidson
       
    6 - 7:30 p.m. CHAIR'S RECEPTION - "It's Game Day! Celebrating PA Sports Teams"
    Wear your favorite team attire.
    Sponsored by: PNC Bank

       
    Friday, May 16  
       
    7 a.m. CONTINENTAL BREAKFAST
    Co-Sponsored by: BHG Financial & Janney Montgomery Scott
       
    7  - 8 a.m. SUNRISE $AVINGS SESSION
    Increase Revenue, Reduce Expenses & Improve the Customer Experience
    Banzai!
    DARKDEFEND
    Grudi Associates, LLC
    Hartman Executive Advisors
    KeyTax LLC
    KlariVis
    ODP Business Solutions
       
    8 - 8:50 a.m. CONCURRENT & GUEST SESSIONS
       

    Concurrent A:
    Director Focused

    The Board's Role in CEO, C-Suite and Director Succession
    Alan Kaplan, Kaplan Partners
       

    Concurrent B:

    Strategic Alternatives Analysis - Everyone Should Do It
    Jeff Marsico, The Kafafian Group, Inc.
       

    Concurrent C:

    Future of Payments
    Tony DeSanctis, Cornerstone Advisors
       

    Concurrent D:
    Guest/Spouse Session

    The Surprising Productivity of Self-Care: Using Mindfulness to Combat Burnout and Compassion Fatigue
    Johnny Crowder
       
    9 a.m. OPENING CEREMONIES
    Sponsored by: Barley Snyder
    PRESENTATION OF COLORS

    NATIONAL ANTHEM
       
    9:10 - 10 a.m. GENERAL SESSION/ANNUAL MEETING
    All Registered Convention Attendees
       

    WELCOME & REMARKS

    9:10 - 9:15 a.m.

    Welcome & Remarks - Duncan Campbell

    9:15 - 9:30 a.m.

    Recognition of Past Chairs & Sponsors

    9:30 - 9:40 a.m.

    50-Year Club Inductions

    9:40 - 9:55 a.m.

    Nominating Report & Board Election

    9:55 - 10 a.m.

    Installation of Officers
       
    10 - 10:20 a.m. 2024-2025 CHAIR'S REMARKS
    Randy Black, First Citizens Community Bank
       
    10:20 - 10:40 a.m. COOKIE BREAK
    Sponsored by: Arnold & Porter

       
    10:40 a.m. - 12:25 p.m. GENERAL SESSION RESUMES
       

    10:40 - 11:30 a.m.

    Washington Update
    Kirsten Sutton, American Bankers Association (ABA) 

    Fireside Chat
    Moderator: Duncan Campbell, President & CEO, PA Bankers Association
    Panelists:
    Kirsten Sutton, American Bankers Association (ABA)
    Kathy Kraninger, President & CEO, Florida Bankers Association
       

    11:30 a.m. - 12:25 p.m.

    Future of Banking
    Don Musso, FinPro
    Sponsored by: FHLBank Pittsburgh
       
    12:30 p.m. ADJOURNMENT
       
    2 - 4 p.m. OPTIONAL TOUR - Calusa Spirit Charter (see Tours tab for registration information)
       
    Saturday, May 17  
       
    7 a.m. REGISTRATION/CONTINENTAL BREAKFAST
    Co-Sponsored by: Barley Snyder
       
    7:45  - 8:45 a.m. CONCURRENT SESSIONS
       

    Concurrent A:
    Director Focused

    Compensation Trends in Today's Banking Environment
    Matt Brei, Blanchard Consulting Group
       

    Concurrent B:  

    What's Important Now: Separate Signal Noise and Build a Nimble Balance Sheet
    Mark Fischer, PNC Bank
    Jeffrey Mazur, PNC Bank
       

    Concurrent C:  

    Checking In: Check Fraud, The Dark Web and Elder Compliance
    Chuck Diulus, DARKDEFEND
       
    9 - 10 a.m. Yoga Nidra Sleep Class - THE MOST RELAXING CLASS YOU WILL EVER TAKE
    Kathy Vanderselt
       
    8:55 - 9:55 a.m.
    CONCURRENT SESSIONS
       

    Concurrent A:
    Director Focused

    Current Views on the Role and Responsibilities of Bank Directors
    Ken Rollins, Esquire, Pillar+Aught
    Kate Sallie, Esquire, Pillar+Aught


    Concurrent B: 

    From Strategy to Success: Unlocking Technology's Potential in Community Banking
    Wade Barnes, Hartman Executive Advisors
    Shea Gabrielleschi, Hartman Executive Advisors
       

    Concurrent C:

    Connecting With Tomorrow: The Future of Customer Engagement
    Virginia Heyburn, engage fi
       
    10 - 10:15 a.m. ICE CREAM BREAK
    Sponsored by: Ncontracts
       
    10:15 a.m. GENERAL SESSION
    Randy Black, First Citizens Community Bank, 2024-2025 Chair
    Bill Kuzo, UNB Bank, 2025-2026 Chair
       
    10:30 a.m.   Securing the Future: The Intersection of Cybersecurity and AI
    Ron Plesco, Jr., Partner, DLA Piper
       
    11:40 a.m. - 12:15 p.m. CLOSING GENERAL SESSION 
    Lessons in Leadership with Cael Sanderson
    Cael Sanderson, Head Coach, Penn State Wrestling Team
    2025 National Champions
    Sponsored by: Webber Advisors and The Benecon Group, LLC
       
    12:30 p.m. ADJOURNMENT
       
    1 p.m. SHUTTLE TO GOLF COURSE - PA Bankers Open (pre-registration is required)
    The Rookery at Marco
    1:30 p.m. - Scramble format
    Boxed Lunches Sponsored by: Wolf & Company
    Gold Prizes Sponsored by: Cherry Bekaert

       
    6:30 - 8:30 p.m. CLOSING PARTY - Randy's Beach Bash
    Sponsored by: PA Bankers Services Corporation and The Baker Group
    Entertainment Co-Sponsors: Steven & Lee and Griffin Financial
       
    *schedule subject to change  

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ProBank Austin

ProBank Austin provides a comprehensive list of one-, two- and three-day bank compliance seminars throughout the United States. The courses cover the relevant, yet complex financial topics that are essential for doing business today. Led by industry experts, the seminars address current bank regulations, operational procedures, marketplace trends and the latest technologies.




Master Card Number: 5555 5555 5555 4444, Exp: 1230, CVV: 123

Visa card number: 4111111111111111, Exp: 1230, CVV: 123

ImageFullNameCompanyTitlePositionStartEndeMail
Peter BochnovichThe Dime BankPresident and Chief Executive OfficerChair1/6/20256/30/2025pbochnovich@TheDime.bank
Clem C. Rosenberger, IIINexTier Bank, National AssociationPresident and Chief Executive OfficerVice Chair12/1/202211/30/2026CRosenberger@nextierbank.com
Jon P. Conklin, CPAWoodlands BankChairman, President & CEOMED Policy Cmte Chair7/1/20246/30/2027jconklin@woodlandsbank.com
David W. FreemanQNB BankPresident and Chief Executive OfficerPaBPAC Board Chair1/14/202512/31/2026dfreeman@qnbbank.com
Deborah L. UnflatThe Dime BankVice President, MarketingPR\Comms Cmte Chair2/19/20216/30/2025dunflat@TheDime.bank
Valerie L. DetwilerReliance BankSenior Vice President, Senior Commercial BankerAg & Rural Issues Cmte Rep7/1/20246/30/2026VDetwiler@RelianceBank.com
Jeane M. VidoniPenn Community BankPresident and Chief Executive OfficerFederal GR Rep4/17/202412/31/2026jvidoni@penncommunitybank.com
Peter J. BoergermannC&NSVP, Director of Information SecurityIT Cmte Rep1/18/202412/31/2028peteb@cnbankpa.com
Catherine TorokAmeriServ Financial BankSenior Vice President, Chief Information OfficerIT Cmte Rep1/18/202412/31/2028ctorok@ameriserv.com
LeeAnn GephartFirst Citizens Community BankEVP, Chief Banking OfficerWomen in Banking Advisory Cmte Rep7/1/20246/30/2026lagephart@myFCCB.com
Coryann A. CatalanoPennian BankRelationship BankerYoung Professionals Advisory Cmte Rep1/13/20256/30/2027coryann.catalano@pennian.bank
Nelson L. PersonApollo Trust CompanyPresident and Chief Executive OfficerAt-Large Rep 17/1/20226/30/2025nperson@apollotrust.com
Kelly BoylePenn Community BankAVP, Manager of Corporate Social Responsibility & Government AffairsAt-Large Rep 27/1/20246/30/2026kboyle@penncommunitybank.com
Danielle MaurercfsbankChief Operating and Retail OfficerAt-Large Rep 311/10/20226/30/2025dmaurer@cfsbank.com
J. Duncan Campbell, IIIPennsylvania Bankers AssociationPresident and Chief Executive OfficerStaff Liaison1/1/20196/30/2030dCampbell@paBankers.com
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Fall Group Meetings 

Connect with fellow bankers and industry professionals this October as we celebrate 125 years of service, advocacy and volunteerism at the VIRTUAL Fall Group Meetings!

Join us on our new virtual platform to:
  • Reflect on 125 years with our Past Chairs as they share exclusive stories about the association and industry during their time as chair;
  • Meet your PA Bankers 2020-21 Chair, J. Bradley Scovill, president & CEO of C&N, and your Group Officers;
  • Learn about the various ways you can become involved with the association;
  • Recognize the banks who increased their PaBPAC contributions in 2019, the 2020 William S. Latoff Advocacy Award winner and the achievements of the 2020 CSBS Case Study Competition PA colleges and bank teams; and
  • Engage with your peers on an interactive platform that blends a unique networking experience with some friendly competition.

Each meeting will cost $25/person. Click here to view the brochure.

Interested in becoming a sponsor? Click here for more information.


Schedule


GROUP 2
Oct. 6, 2020

Sponsored by:



GROUP 4
Oct. 7, 2020

Sponsored by:

GROUP 3
Oct. 13, 2020 
GROUP 6
Oct. 14, 2020 

Sponsored by:

GROUP 1
Oct. 20, 2020

Sponsored by:




GROUP 5
Oct. 22, 2020

Sponsored by:




Thank You to Our Sponsors



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PA Bankers' DEI Statement

We promote and encourage a diverse, equitable and inclusive culture that values and supports all voices across our organization. We are committed to expanding access and opportunity and to eliminating barriers. We will promote DEI proficiency to our member banks. We will do this by providing resources to support our members so they may develop and meet sustainable DEI goals.

DEI Advisory Group 

To expand on our DEI efforts across the association and membership, we have created a DEI Advisory Group to support all DEI efforts moving forward. This new group, which formed in August, will support and advise the board and senior staff on the following items:
• Establishing a sustainable DEI initiative for PA Bankers;
• Ensuring a diverse and inclusive association board and organization;
• Developing/facilitating DEI training for our members;
• Developing, expanding and evaluating potential resources and partnerships that support our members’ recruitment, retention and advancement efforts;
• Developing supplier diversity partnerships or resources to assist members with their supplier diversity efforts;
• Evaluate metrics used to measure DEI efforts across the entire organization; and 
• Other efforts and initiatives as needed. 

This group includes the current chairs (or their designee) of the Women in Banking and Emerging Leaders Committees, select banker representatives with diverse backgrounds, as well as others from outside of the organization with direct involvement in diversity & inclusion efforts within their organizations.

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Digital Banking Resources for our Members


Diversity and Inclusion Resources for our Members


Sample Diversity and Inclusion Scorecard

Questions for Members to Consider for Their Specific Institutions
  • Can you develop a Diversity and Inclusion statement, or do you already have one?
  • Are you monitoring and reporting your bank’s progress to the management team and to the board?
  • Do you have an internal group or committee that meets regularly to review diversity and inclusion matters?
  • Is your board diverse?
  • Have you completed a diversity self-assessment (FDIC, Federal Reserve, etc.)?
  • Do you have a plan that you are prepared to implement if you were to receive supervisory oversight?

PA Bankers Diversity and Inclusion Training
  • Please check back for additional training events.

Diversity and Inclusion Studies and Other Resources

Regulators’ Diversity Self-Assessments