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NEFMA 2021 Spring Conference

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Let’s Move Forward!

Join your colleagues in banking from across the region for the NEFMA 2021 Spring Conference May 6-7 on Zoom! We are focusing on the future with sessions geared toward bringing you fresh ideas with a new perspective.

We’re bringing together an A-list of speakers to spark your creativity and help you move forward in the post-COVID marketplace. Thought leaders in diversity and inclusion, gender equity, corporate philanthropy and bank marketing are gearing up to present you with energizing information and ideas.

May 6th and 7th will be jam-packed with valuable content chosen to provide New England banks and credit unions with actionable ideas and information. All attendees will receive loads of takeaways – including a copy of Minda Harts’ book, The Memo and On Demand Content courtesy of Spring Conference speakers and sponsors. And don’t miss our networking event Thursday night, immediately following our Fireside chat with Minda Harts. Comedian Moody McCarthy of Late Night with David Letterman fame will perform while you visit with your peers and get a chance to meet our amazing sponsors in their virtual booths.

You don’t want to miss out on this conference!


Included in Your Conference Ticket

Paperback Copy of The Memo, by Keynote Speaker Minda Harts

From microaggressions to the wage gap, The Memo empowers women of color with actionable advice on challenges and offers a clear path to success.

Most business books provide a one-size-fits-all approach to career advice that overlooks the unique barriers that women of color face. In The Memo, Minda Harts offers a much-needed career guide tailored specifically for women of color.

Drawing on knowledge gained from her past career as a fundraising consultant to top colleges across the country, Harts now brings her powerhouse entrepreneurial experience as CEO of The Memo to the page. With wit and candor, she acknowledges “ugly truths” that keep women of color from having a seat at the table in corporate America. Providing straight talk on how to navigate networking, office politics, and money, while showing how to make real change to the system, The Memo offers support and long-overdue advice on how women of color can succeed in their careers.



Moody McCarthy is a stand-up comedian who has performed on Jimmy Kimmel Live, Conan, and the Letterman Show. He lives in New York City with his wife and two wee lasses.

Moody can be seen at the best clubs in the land and heard on SiriusXM. He’s also been featured on America’s Got Talent and Last Comic Standing, but gets asked most about his “House Hunters” episode. His style translates well to virtual shows and – during the height of the pandemic – he delighted Pfizer’s senior global leadership team with a performance. A hero.

Moody was born “Matthew” into a big Irish family where – by law – someone gets a nickname. He began doing comedy in Syracuse, NY in the 1900s, and did morning radio (covering sports) on the top local show before moving to New York City.

Moody’s material is described as original but universal, and smart without being trite. Couple that with a disarming stage presence & in-the-moment chops, you’ll see why he’s earned the admiration of his peers for his ability to “go up cold”. Corporate events, fundraisers, private shows – you name it, this versatile performer will brighten any event.

Moody McCarthy: few people hate him!

TV: Conan (TBS); Late Show with David Letterman (CBS, 2012 & 2014); Jimmy Kimmel Live (ABC); America’s Got Talent (NBC); Last Comic Standing IV (NBC); Star Search 2003 (CBS); Gotham Comedy Live (AXStv); HGTV’s House Hunters (2019); The Early Show (CBS); The Bob & Tom Show (WGN); MSG Network; Style Network; CTV (Canada)

ETC.: SAG/AFTRA member; trained at Joanna Beckson’s Acting Studio; performed comedy in China and now speaks 3 words of Mandarin.

Please note:  All ticket sales are final.  No refunds will be issued but NEFMA may consider applying your ticket purchase to a future conference if you cannot attend the Spring Conference.

Minda Harts

Minda Harts is the CEO of The Memo LLC, a career development platform for women of color. She is the best-selling author of The Memo: What Women of Color Need To Know To Secure A Seat At The Table. Minda is an Assistant Professor at NYU Wagner. She has been featured on MSNBC’s Morning Joe, ​Fast​ ​Company​, The Guardian​, and Time Magazine. Minda frequently speaks at companies like Microsoft, Levi’s, Google, and Bloomberg on topics such as Leadership, Managing Diverse Teams and Self-Advocacy. She also hosts a weekly podcast called Secure The Seat.

Sara Sanford

Executive Director, GEN

Sara Sanford wants us to move from shared stories to shared data to solve gender inequity. She is the founder of Gender Equity Now (GEN) and the architect behind the GEN Certification, the first gold standard for gender equity in U.S. businesses. She is also a lecturer at the University of Washington’s School of Information, where she teaches on the intersection of equity, ethics, and data.

Sara inspires audiences to believe that equity and equality are within reach. She helps organizations embrace the idea that changing mechanics, rather than mindsets, can create lasting change at scale. Unlike many trainings on diversity that bring awareness of the barriers to equity but fail to educate attendees on what steps to take next, Sara’s workshops emphasize tangible solutions that business leaders can incorporate into their organization’s culture, starting right now.

Joe Sullivan

President & CEO, Market Insights

Joe is a consultant, author and speaker with more than 25 years of experience in the industry. The themes of relevancy and growth can be found throughout Joe’s work. Over the years, Joe has been invited to share his insights with many international, national, regional and state associations and banking schools — on topics ranging from marketing and delivery network planning, to brand positioning and leadership.

Joe’s forward-thinking approach and energetic style engages his audiences and consistently makes him a top-rated speaker. He routinely challenges conventional thinking and creates a sense of excited urgency with his audiences.

Tyler Butler

Founder & Principal, 11Eleven Consulting

Tyler Butler’s work as a corporate social responsibility practitioner is world renowned as she has created and led global giving programs for many global Fortune 500 companies. Her firm, 11Eleven Consulting, has continued this tradition of activating efforts to better society through their work with a plethora of international companies.

Susanne Salerno

Founder & Social Impact Consultant
SE Salerno Consulting

Susanne Salerno has focused her career advising stakeholders on strategic philanthropy and social impact by building cross-sector partnerships across industries. Most recently, she has consulted on employee engagement initiatives, charitable giving, board governance, and digital marketing through consulting roles at Common Impact, New England Conservatory, CDP and The Partnership. Susanne holds a Master in Public Policy from Tufts University and a BS in Business Administration from Villanova University. Susanne continues her passion for a better future by serving as a strategic advisor to Common Impact and volunteering for Chief Executives for Corporate Purpose, Boston PAL, the PR Club of New England and Junior Achievement.

Elizabeth Thompson

Chair and CEO, Transcend4Good

A leader known for her strategic leadership and diagnostic acumen, Elizabeth builds and repositions organizations. Her experience spans global brands, national mission-driven organizations and important community initiatives with success developing and executing on solutions for start-ups, mid-life, and mature organizations with revenue bases from $300K – $450M.

Elizabeth’s reputation has been built creating stronger missions, developing vital fundraising programs, turning around cultures and operations, and strengthening governance and ethics policies. Her success is rooted in an approach that is data-driven, systems and process-oriented, and that embraces the talents, abilities, and ambitions of people. After more than 25 years leading for-profit and for-purpose organizations, she is focusing her energies on consulting and sharing the knowledge learned in creating and sustaining healthy, dynamic, organizations.

Amanda Votto

Amanda Votto PA-C is a passionate teacher of mindfulness who believes that we all possess the ability to awaken to an intentional, inspired and compassionate life. She teaches a variety mindfulness courses including the 8-week Mindfulness-Based Stress Reduction (MBSR) series, Mindful Self-Compassion (MSC), mindful parenting, mindfulness in schools, leads retreats & workshops, offers private coaching and keynote speaking events. Through the development of self-awareness, building of emotional resilience, and the cultivation of self-compassion, she helps others reclaim a true sense of well-being. Amanda is a core facilitator at Copper Beech Institute in West, Hartford where teaches regularly. She also has over seventeen years of healthcare experience as a physician assistant and specializes in cardiology in Connecticut.
To learn more:

Jim Pond

James & Matthew

Jim Pond is the Co-Founder of James & Matthew, a Massachusetts based agency that has helped credit unions and banks grow by utilizing digital creative and media for over a decade. His focus on ROI based performance analysis is only topped by his ability to select new and interesting restaurants.

Nate Baldasaro

With over 25 years of experience in the financial service industry and a background in senior management positions, Nate has covered the nation to help grow thousands of financial institutions through his intuitive merchandising plans, retail and promotional marketing programs, and design-build solutions. Nate holds a BA in Communications from the University of New Hampshire.

Katelynd Boles

Katelynd is an Account Executive with the Element Group and works with community banks and credit unions across New England to design and deliver a holistic and innovative branch experience. Prior to Element, Katelynd had an extensive sales and marketing career at Brady Corporation where she specialized in customer centric product development. Katelynd holds a Bachelor of Arts in Design Management with a minor in Business Administration from Arizona State University.

Sharon Klocek-Ibbotson

Sharon is the Director of Content Strategy for Kiosk & Display, a full-service interactive digital signage agency. She has enriched brands and engaged customers through digital marketing since 1989. Prior to joining Kiosk & Display, Sharon worked as a media producer at Visual In-Seitz, building award-winning business communications for the headquarters of Xerox, Kodak and Bausch & Lomb. She is a graduate of the ABA’s School of Bank Marketing and Management and holds a bachelor’s degree in audiovisual communications from Rochester Institute of Technology.

Bruce McMeekin

Bruce McMeekin is the CEO and founder of BKM Marketing, a strategic marketing agency, and Bank Merger Marketing, a specialty practice dedicated to M&A communications. His firm develops data-driven campaigns to help banks, home services, and other marketers deepen customer relationships and capture new opportunities. Before starting BKM Marketing in 2002, Bruce held client-side positions at Procter and Gamble, Bank of New York, Travelers, and PNC Bank before migrating to agency leadership roles at EMI Strategic Marketing and Protocol. His articles have appeared in Forbes, Target Marketing, MarketingTech, and MarTechAdvisor. He holds an AB from Harvard and an MBA from the Kellogg School at Northwestern University.

Jon P. VanderMeer

Jon is the Chief Experience Officer & Bacon Enthusiast for Kiosk & Display. Born in Buffalo, NY, then a communication degree, then mentorship at the award winning communication agency Visual In-Seitz, Jon started Kiosk & Display as a one man operation in November 2002 to service 28 Wachovia Bank touch screens. While a big fan of practical technology, he also enjoys staring at a camp fire and teaching his daughter how to fish.