Anita is president of A.G. Newcomb and serves on the Board of the Federal Reserve Bank of Richmond – Baltimore Branch and Luther Burbank Savings, Santa Rosa, CA. Anita’s experience spans over three decades in the financial services industry as a commercial banker, investment banker, and strategic consultant.
Anita is considered one of the foremost experts on regional and community bank business models and trends in the U.S. She has built a national reputation on banking strategy developed from three decades of professional experience working with financial institutions on a wide range of financial and strategic initiatives. She is often asked to provide insights, analysis and observations on the banking industry to radio, print and television media, trade association groups, bank Boards and advanced education programs.
Anita has advised some of the country’s most successful banks as well as companies that interface with banks on a wide range of corporate development initiatives from strategic planning, consumer and business banking strategy, and corporate governance best practices, to mutual conversions and valuing and structuring acquisitions.
Anita was formerly president, CEO and Board member of ACB Business Partners, the for-profit subsidiary of America’s Community Bankers, a large national banking trade association. She spent ten years in investment banking and strategic consulting with three national firms. Early in her career, Anita was vice president of strategic planning and senior mergers and acquisitions specialist at Security Pacific Corporation, Los Angeles, which was at that time the fourth-largest bank in the country. She was also an investor relations officer and corporate secretary with Cullen / Frost Bankers, Inc., San Antonio, Texas.
Anita is a member of the Advisory Board of the American Association of Bank Directors’ Institute for Bank Director Education. She is also an emeritus member of the Advisory Board of the College of Business of Auburn University and former Chairwoman. In 2013, Anita was chosen alumnus of the year by Auburn University’s School of Accountancy.
Anita received a M.B.A. in finance with distinction from the University of Houston and a B.S. in accounting with honor from Auburn University, Auburn, AL. She is a certified public accountant (inactive) and is a member of the American Institute of Certified Public Accountants.
Irv Beimler has 35 years of experience as a CEO, chief credit officer, private equity portfolio manager and consultant in the financial services industry with a particular specialty in credit management, and corporate governance and leadership. Read Irv’s bio.
Kevin McAuliffe, President, McAuliffe Financial, LLC, has over 25 years’ experience advising and representing banks in a variety of financial and strategic corporate development activities including investor relations, capital planning, M&A advisory, de novo formations, loan portfolio valuations, and mutual-to-stock conversions. Read Kevin’s bio.
Greg Noonan, President, Gregory A. Noonan and Associates, has 25 + years of experience as a senior financial executive and consultant specializing in strategy execution, financial management and analysis, mergers and acquisitions, efficiency and process improvement, and project implementation. Read Greg’s bio.
Kimber Salim, Founder of FIG Consulting Partners, has over 15 years experience working with corporate finance groups in small- to medium-sized bank holding companies and credit unions developing, coordinating, maintaining and improving the corporate forecasting process. Read Kimber’s bio.
Tom Kane, President and Chief Executive Officer, KaneCarlton, LLC, has 35 years of experience in trust, private banking, asset management and brokerage. Tom specializes in helping clients review and revise business models for the distribution of wealth management services. Read Tom’s bio.