Advisory Board
Advisory Board

Ned Carroll
EVP and Head of Data
PNC Bank

Sherry Graziano
Head of Digital, Client Experience and Marketing
Truist

Jo Jagadish
Head of Digital Banking and U.S. Contact Centers
TD Bank

Kristen Keats
Practice Owner
Sherwood Tax and Accounting

Bob Lewis
President
The Visionary Group

Doug Lewis
Director
The Visionary Group

Mike Maksymiw
Executive Director
Aprio Firm Alliance

Peter Poon
Head & VP, Digital Self-Service, Innovation and Technology
BMO Bank of Montreal

Heather Satterley

Jennifer Smith
Executive Vice President and Chief Technology and Operations Officer
Zions Bancorporation

Liz Wolverton
Executive Vice President, Head of Consumer Banking and Brand Experience
Synovus