VBA Protect speakers are listed alphabetically by last name. Speaker bios will be added as they are provided to the VBA.
Patti Blenden, Financial Solutions, Inc.
Patti Blenden is a dynamic speaker and leader with strong, intuitive management skills, and a deep conviction that “excellence is not optional.” She has extensive experience in working with financial institutions, bank data processors and governmental agencies. Patti has more than 30 years of experience in the financial industry as an entrepreneur and financial institution executive. She is a Certified Public Accountant, skilled regulatory compliance consultant, bank operations specialist, system automation designer, and an enthusiastic regulatory compliance instructor who believes in providing real-world solutions ready for immediate implementation.
Nicole Booth, Elliott Davis
As a Compliance Manager for Elliot Davis, a leading regional accounting firm, Nicole provides internal audit and consulting services to small and mid-sized banks across the Southeast. She specializes in BSA/AML Compliance, Fair Lending, and Compliance Management System development and implementation.
Nicole has extensive experience in the banking industry, including serving as the BSA and Compliance Officer of a community bank in the Northeast. Before entering the audit space, Nicole most recently worked for a large financial institution conducting enhanced due diligence reviews of principle money service businesses and third party payment providers across the U.S.
Josh Brown, The Fauquier Bank
Josh Brown is a Vice President and the Director of Security for the Fauquier Bank. As such, he has served as the bank’s primary investigator for fraud and financial crimes since December of 2004. He has investigated hundreds of financial crimes and provided courtroom testimony. Josh is a retired police officer, having served for 23 years with the Fairfax County Police Department, with 17 years in Crime Prevention. He is a Certified Protection Professional (CPP) through ASIS (American Society for Industrial Security), Board certified in Security Management.
Terry Choate, Blue-U Defense
Terry Choate is a retired full-time Lt. with the Jaffrey Police Department where he has served for the past 14 years. Prior to a career change to law enforcement, Lt Choate spent over 20 years serving in Vice President and upper-level management positions in several large and Fortune 500 corporations in the areas of Sales and Marketing, and Operations Management. He is also the Team Commander of the Monadnock Regional Special Response Team. Terry is an author and subject matter expert for businesses, associations, hospitals and media outlets. His passion for personal, business, and school safety; understanding those who victimize others and how/why they do so; how our minds work to make both good and bad decisions; how to influence others and the outcomes of situations; and practical and effective means and methods to solve problems associated with protecting lives started far before becoming a police officer when he was in his early teens.
Terry is equally passionate about finding unique and effective ways of dealing with the out-of-control drug problem. He has extensive experience and associated training in illegal drugs; undercover drug work; and has been involved in numerous drug arrests, search warrants, and drug operations. Terry also has personal experience in dealing with a loved one with an addiction problem. He teaches and attempts to find solutions to the drug problem through compassion and changing the ways in which people typically see those fighting addiction diseases. He serves on the Board of Directors for Reality Check, a nonprofit in Southwestern NH offering drug and alcohol prevention, intervention, treatment, and recovery services to residents. He is also a highly experienced and engaging speaker.
Sharon Cook, FHLBank Atlanta
Sharon Cook oversees the Federal Home Loan Bank of Atlanta’s Marketing, Corporate Communications, and Public Relations functions. In her role, Cook directs Marketing and Brand Cultivation, External Communications, Media Relations, Investor Relations, and Reputational Risk, for the regional banker’s bank. She joined FHLBank Atlanta in 2008 as Senior Marketing Communications Manager and earned promotions to Vice President and Director of Corporate Communications in 2011, First Vice President in 2012, and assumed her current role as First Vice President and Chief Marketing Officer in 2015. Previously, Sharon was Vice President of Marketing Services for the Centers for Disease Control (CDC) Federal Credit Union. Prior to that, she was Marketing Specialist and Business Development Manager at Lockheed Georgia Employees’ Federal Credit Union.
Sharon has served on the National Housing Conference, Communications Committee, in Washington, D.C., since 2008. She also serves on the Council of Federal Home Loan Banks, Communications Officers Committee. She also previously served as the President of the Georgia Marketing Council for Credit Unions. As an active volunteer in the community, Sharon is a member of the Board of Directors of the Partnership against Domestic Violence, and chaired the Marketing and Publicity Committee for the 25th Annual Hearts with Hope Gala. She also serves on the Georgia Leadership Council for the Arthritis Foundation. Cook earned a Bachelor of Arts and Science in Communications and Marketing from Georgia State University, and a Master of Business Administration with a concentration in Leadership Development, from Brenau University.
Dave Defazio, StrategyCorps
Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures each product and service meets the needs of today’s retail bankers.
As partner, he develops consumer sites and mobile apps that deliver value to bank customers as well as analysis tools that allow clients to have a deeper understanding of customer relationships and product profitability. He has spoken at conferences nationwide about insight and research on innovations in financial technology, retail banking and other tactics of today’s best retailer marketers. Dave received his B.A. in Economics and Mathematics from Ohio Wesleyan University.
Margaret Dolinger, Thomas Compliance Associates
A veteran Virginia banker whose compliance focus centers on the loan side and the many components of Fair Lending, Margaret Dolinger’s ability to analyze credit data, operational processes, branch performance and support fraud investigation research positions her strategically well in the TCA compliance support spectrum. Assigned to TCA’s East Coast regional office in Sykesville, MD but operating from Charlottesville, VA, Dolinger primarily assists TCA client banks in the Mid-Atlantic states, although her extensive banking credentials have led to TCA compliance assignments throughout the country.
Prior to joining TCA in 2015, Ms. Dolinger was a Senior Auditor I at Union Bank & Trust, in Ruther Glen, VA. Earlier she held a similar position at Virginia Financial Group, which became StellarOne Bank and was acquired in 2014 by Union Bankshares Corp., the Richmond, VA-based holding company for Union Bank & Trust. Ms. Dolinger also has held credit analyst, mortgage quality control and escrow positions – all with a Fair Lending overtone – at banks, mortgage companies and title companies in Virginia.
Ms. Dolinger received her CRCM (Certified Regulatory Compliance Manager) certification in 2014. Subject matter expert in Fair Lending laws and Community Reinvestment Act, she enjoys assisting banks in seeking opportunities in outreach efforts to fulfill community credit needs.
Wendy Dunham, Access National Bank
Wendy Dunham, CFSSP, is the SVP of Risk Management and Security for Access National Bank, a division of Union Bank and Trust, Richmond, VA. She has over 25 years in the financial industry, with most of that time managing security and risk functions. She is responsible for the Bank’s information security, incident response, physical security, fraud management, vendor management and business continuity programs. She is a Certified Financial Services Security Professional (CFSSP) and stays active in the industry as a member of numerous fraud and security associations. She currently serves as a member of the VBA’s Security Committee and the Operations and Technology Committee. She is an accomplished speaker and trainer and enjoys sharing her knowledge with others in the industry.
Mike Ford, NETBankAudit
Mike Ford is a Certified Information Systems Auditor (CISA), a Certified Information Systems Security Professional (CISSP), a Microsoft Certified Systems Engineer NT 4.0 (MCSE), and a leading expert in information security for banks. Mike has over ten (10) years in Information Technology and Information Security and has experience in Administration, Compliance, Audit, Risk Management, Project Management, Policy Development, Incident Response, and Budgeting within the Community Banking and Health Care Industries. Prior to NETBankAudit, Mike was with the Federal Reserve Bank of Richmond as an Examiner – Information Technology and Operational Risk. Previous work experience includes First Market Bank, First North American National Bank, and the United Network for Organ Sharing. Mike has held the positions of Information Security Officer, Bank Security Officer, and IT Manager and has worked in the IT consulting field. Mike has a Master of Engineering in Systems Engineering from the University of Virginia where he also received his undergraduate degree and a Master of Business Administration from University of Richmond. Mike is active with the Information Systems Audit and Compliance Association (ISACA), including serving on the Board of Directors of the Richmond Chapter and as Chapter President in 2008.
Dan Heimann, SHAZAM
Dan Heimann is a leader in the payments industry responsible for the strategy and direction of the SHAZAM Payment Network. He has worked with financial institutions, merchants, processors, industry groups, payment innovators and debit networks around the globe to promote and implement innovative products and services in the payment industry.
Joseph Hileman, Blue-U Defense
Joe Hileman is a retired full-time Detective with the Jaffrey Police Department which he has served for the past 11 years. He is the Assistant Team Commander of the Monadnock Regional Special Response Team. Prior to his career in Law Enforcement, he was a security supervisor for a Fortune 500 company’s proprietary security department. He also holds degrees in Criminal Justice – Law Enforcement and Criminal Justice – Corrections, Probation, and Parole.
Tom Hinkel, Safe Systems, Inc.
Tom Hinkel is responsible for ensuring that Safe Systems’ services incorporate and abide by appropriate financial industry regulations and best practices. In this position, Hinkel works closely with R&D, Product Management,and Operations Managers to ensure that new and existing services comply with FFIEC standards. Most importantly, by staying current on regulatory issues facing financial institutions, Hinkel serves as a regulatory compliance resource for Safe Systems’
As author of the Compliance Guru website, Hinkel shares easy to digest information security tidbits with Compliance Officers at financial institutions across the country. With over twenty years’experience, Hinkel’s areas of expertise spans the entire spectrum of information technology.
Hinkel has been with Safe Systems, Inc. since 2005, most recently as Director of Compliance. Hinkel holds a BA from Illinois Wesleyan University, an AA in computer programming, the GSEC security certification from the SANS Institute, the Certified Information Systems Auditor (CISA) designation and the Certified in Risk and Information Security Controls (CRISC) designation from ISACA, the Certification in Control Self-Assessment (CCSA) and Certified in Risk Management Assurance (CRMA) designations from The Institute of Internal Auditors (IIA), the Master Business Continuity Professional (MBCP) designation from the Disaster Recovery Institute (DRI), the Certified Third-party Risk Professional (CTPRP) designation from the Shared Assessment Group, and the Cybersecurity Advisory Services Certificate from the AICPA. Hinkel is also an instructor for the Southern Operations School of Banking.
Steve Houchens, Thomas Compliance Associates
Steven Houchens brings a broad range of experience to his role at TCA. He has over 35 years of experience in virtually every aspect of bank compliance, regulatory risk management and internal audit; his strengths include identification and quantification of compliance needs and custom-fit solutions.
For 16 years prior to joining TCA, he served as a Senior Vice President of Internal Audit, Director of Regulatory Risk Management, and Director of Compliance Audit. Mr. Houchens was responsible for the overall internal audit program in addition to developing and coordinating regulatory compliance programs and processes.
Mr. Houchens is a graduate of Virginia Polytechnic Institute and State University, with a BS in Business. He also holds an Audit Management degree from the Bank Administration Institute’s School of Bank Administration.
Dollie Kelly, C&F Bank
Dollie Marshall Kelly is the Vice President of Security and Retail Operations at C&F Bank. She has nearly 20 years in the financial industry with 9 years in the field of Security. She is responsible for security, retail operations, business continuity, as well as cyber testing and education. During her career, Mrs. Kelly has served in roles such as Branch Manager, Market Training Leader, Retail Market Leader and is currently a Certified Branch Security Officer (CBSO) and Business Continuity Professional (ABCP). In addition, she is the Chair of the Virginia Bankers Association’s Security Committee, a member of Virginia 1st, the Newport News Financial Crimes Task Force, and the USSS ID Theft Task Force. Mrs. Kelly is a graduate of Mary Baldwin College where she earned a BA degree in Economics. Additionally, she studied at the University of Oxford, Oxford England.
Mark Lohman, NETBankAudit
Mark is a security professional with over 18 years of experience in security, network design, and project management. As VP/CIO he focuses on providing leadership for our vulnerability assessment, penetration testing, and social engineering offerings. All products focus on providing insight into the b
usiness risks faced by our clients. Prior to NETBaAudit, he was a Network Engineering Consultant where he served customers in a variety of industries including financial services. He has a proven record implementing technology best practices resulting in increased uptime and reduced costs within the corporate and client infrastructures. Mr. Lohman is a Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), Certified Ethical Hacker (C|EH), and Microsoft Certified IT Professional, Enterprise Administrator in Server 2008 (MCITP). He holds a Bachelor of Business Administration from Strayer University and is a member of the International Information Systems Security Certification Consortium, Inc. (ISC)² and the Information Systems Audit and Control Association (ISACA).
Deputy Jim McLaughlin, Hanover County Sheriff’s Office
Deputy McLaughlin is married to a wonderful lady and has four lovely daughters as well as five grandchildren. He will be with the Hanover County Sheriff’s Office for 35 years this July. His career spans from being a Reserve Deputy for 10 years, at which time he became a full-time Deputy and has been for the last 25 years, and since 1998 he has been a Crime Prevention Specialist. He is currently assigned as the liaison for the Business Watch Program, Worship Watch and all senior activities in Hanover County. He has numerous certifications such as Crime Prevention Specialist a Crime Prevention Through Environmental Design (CPTED) specialist, General Instructor, Firearms Instructor, and an Instructor of Project Lifesaver. Deputy McLaughlin is a past Board Member of the Virginia Crime Prevention Association, as well as a past president of the Central Virginia Crime Prevention Association and has served on their Board as the member at large. He’s on the Board of the Virginia State TRIAD, and was the past treasurer for the Central Virginia Regional TRIAD. He’s is the coordinator and member of the Hanover/Ashland TRIAD, and is one of the founding members of the Sheriff’s Office Hostage Negotiation Team, Search and Rescue Team, Project Lifesaver, and Mobile Command Center Team. Deputy McLaughlin was voted Deputy of the Year for 2005 by his peers. He enjoys crime prevention, since he gets to be pro-active against crime, and has the opportunity to speak with great people within the local neighboring communities.
Will Nowik, Wolf & Company, P.C.
Will leads Wolf’s Livingston, New Jersey office and is a Principal in Wolf’s Information Technology (IT) Assurance Services group where he is responsible for managing a team of professionals to ensure that his clients receive IT services that are tailored to their individual needs. Prior to joining Wolf in 2002, Will held an internal IT auditor role with Staples, Inc.
Aaron Silva, Paladin fs, LLC
Aaron Silva is a recognized and respected industry leader and negotiations expert standing for community financial institutions. An entrepreneur and industry veteran since 1991, Aaron founded Paladin fs, LLC in 2007 and launched Golden Contract Coalition in 2016. His invention of the Paladin Blue Book has leveled the playing field in contract negotiations vs. national Core & IT suppliers, gaining his clients more than $300M in cost reduction and $100M in merger value accretion. In 2018 Silva expanded Paladin to include the Fintech Advantage division, nonkw addressing the anticipated adoption of fintech services within the industry. By the end of 2019 the GCC will have more than $1B in combined contract value – the largest banking association focused exclusively on developing a fair “Golden” contract standard that all Core, IT and Fintech suppliers will ultimately adopt in order to do business with this industry.
Steve Stasiukonis, Secure Network Technologies, Inc.
Steve serves as President of Secure Network Technologies, focusing on Penetration Testing, Information Security Risk Assessments, Incident Response and Digital Investigations. Steve Stasiukonis has worked in the field of Information Security since 1997, specializing in the use of technology to identify information security vulnerabilities, assessing risk and the collection and interpretation of digital network intelligence. As a part of that experience, Steve is an expert in Social Engineering. demonstrated actual social engineering efforts involving pretexting, phishing and physically compromising banks, data centers and other highly secure facilities. Steve carries numerous security certifications by various organizations and also serves as a columnist for Information Week magazine and DarkReading.com.
Kevin Strickland, Secureworks
Kevin Strickland is a Director of Threat Hunting within the Security and Risk Consulting-Incident Response group at Secureworks. He is responsible for managing complex enterprise cybersecurity and has effectively directed incident response procedures in multi-million dollar breaches, leading technical analysis and providing effective containment and eradication recommendations to various clients globally. Before joining Secureworks, Kevin worked for the Department of Defense as a Defense Contractor in Quantico, VA. During his tenure there he identified malicious attacks and intrusion attempts as a SOC analyst and later became an Incident Response Handler directing response actions pertaining to containment, eradication and recovery. Later, he became a proficient digital forensic analyst while working on various intrusion and APT\Nation State related incidents. In addition to extensive knowledge regarding active intrusion engagements, Kevin has worked with multiple organizations in developing Cybersecurity Incident Response plans, facilitating tabletop exercises, and Incident Management Workshops.
Bruce Whitehurst, Virginia Bankers Association
Following a 10-year career in retail and commercial banking, Bruce joined the Virginia Bankers Association in 1993, its 100th anniversary year. He has served as president and chief executive officer of the association since 2007 and was previously executive vice president.
While at the VBA, Bruce has worked with member banks in a variety of areas, to include government relations, education and training, financial literacy, and partnering with banks in a number of innovative ways to help them enter new lines of business. He also speaks about and on behalf of the industry on a regular basis.
As a banking industry advocate, Bruce is active at the national level. He served on the American Bankers Association’s Regulatory Reform Task Force during the 2008- 2009 financial crisis and served as an ABA Board member and chairman of the Alliance of State Bankers Associations in 2012-2013. He has also served on the ABA Community Bankers Council and the ABA Government Relations Council.
Committed to serving his community, Bruce is a director of and has chaired United Methodist Family Services in Richmond, VA and the Virginia Council on Economic Education.
Bruce received his Bachelor of Arts degree from the College of William & Mary, his MBA from the University of Richmond and is a graduate of the Virginia Bankers School of Bank Management.
Chance Williams, Compliance Alliance
Chance Williams brings a wealth of knowledge and practical experience to our banks. Chance developed an expertise in compliance while working as a BSA and Compliance Officer in banks of all sizes during his career. He contributed as a member of Business Development Teams, Loan Committees, Audit Committees, Product Steering
Committees, IT Committees and as a direct liaison with the regulatory agencies.
Chance also holds 10 years of experience as a compliance officer/auditor and 4 years as a senior compliance/ audit consultant. As a Compliance Officer and Auditor, Chance has spent his career working with banks under enforcement action to strengthen bank compliance management systems. Chance holds the ICB CRCM certification; as well as ICBA certifications in BSA (CBAP), Compliance (CCBCO), and IT (CCBTO). He has worked in the banking industry for 20 years in all departments of the bank. He possesses a strong working knowledge of bank operations and compliance.
Bill Woolf, Just Ask Prevention Project
Bill Woolf has dedicated his personal and professional life to combating human trafficking, most recently being recognized by receiving the Presidential Medal for Extraordinary Efforts to Combat Trafficking in Persons. He started his professional career as a police officer where he was promoted to the position of detective and was assigned to work on the Gang Investigations Unit. While doing this work, he quickly became aware of an emerging problem in his region, human trafficking. Mr. Woolf learned that gangs were transitioning from other profitable crime, such as narcotics trafficking, to human trafficking as a source of income for their illicit activities. Mr. Woolf, having no formal law enforcement training regarding human trafficking, sought out to better understand the problem. In doing so, he learned how prevalent the issue really was domestically in the United States, as well as internationally. From that point forward he became dedicated to combating the issue serving as a federal task force officer investigating and prosecuting cases locally and federally.
He was instrumental in applying for, and ultimately receiving, funding to start a human trafficking task force in northern Virginia. Mr. Woolf was placed in charge of the task force and was assigned to coordinate enforcement and interdiction efforts with other regional, state and federal law enforcement. He was also tasked with forging partnerships with non-governmental agencies that could provide necessary services to those victimized by human trafficking. In the first two years, under Mr. Woolf’s leadership, the task force was able to identify 217 victims of sex and labor trafficking and recover over 126 of them. The task force also identified and initiated investigations into more than 100 traffickers that had conducted illegal activities in the northern Virginia area.
Mr. Woolf saw, through his work, that many of the young victims were being tricked by the traffickers because they were not equipped nor educated to identify what was happening. Mr. Woolf founded the Just Ask Prevention Project to help in better protecting our communities. He led the effort to develop a systematic approach of education, prevention and intervention which brings effective strategies in addressing the threat of human trafficking to communities. The program has garnered national attention and is now being implemented in areas throughout the United States, Mexico, Netherlands, and Nigeria.
After over 15 years of law enforcement service, Mr. Woolf has taken on the prevention and intervention work full time as the Executive Director of the Just Ask Prevention Project and Director of the National Human Trafficking Intelligence Center. He leads a team that is focused on developing tangible tools and resources and leveraging new technologies assisting professionals in the field to better identify situations of human trafficking or exploitation and respond appropriately to those situations. That National Human Trafficking Intelligence Center supports law enforcement in both proactive and reactive investigations by providing actionable intelligence relative to human trafficking.
He also seeks to influence the next generation by serving as an adjunct professor at George Mason University in the Criminology department, partnering with other academics and educating students on effective policy development and strategies to combat human trafficking. He continues to partner with organizations such as the National Center for Missing and Exploited Children to enhance the fight against human trafficking and exploitation.