Casey Balcerzak, Vice President, Chief Information Officer, Opportunity Bank Casey Balcerzak is vice president and chief information officer at Opportunity Bank of Montana, where he leads enterprise technology strategy and operations, focusing on resilience, security and scalable growth. With more than 20 years of IT leadership experience, Balcerzak brings expertise in enterprise systems, digital transformation, vendor management and regulatory support. He holds a bachelor’s degree in business administration with an emphasis in information technology and is a graduate of the Graduate School of Banking at Colorado. Based in Helena, he enjoys outdoor activities and community involvement. Tom Keenan, Principal, Keenan & Partners Tom Keenan is principal of Keenan & Partners, a consulting brokerage and advisory firm specializing in valuation, transactional brokerage and capital markets services for financial institutions. Founded in 2010, the firm emphasizes integrity, excellence and personalized service. Keenan has overseen more than $3 billion in valuation assignments and over $750 million in transactional volume, including more than 275 branch and facility assignments since 2014. He holds a B.A. from the College of Wooster and maintains multiple real estate broker licenses across several states, as well as FINRA Series 7 and 63 securities licenses. Keenan resides in Portland, Oregon, with his family. Dan Stimpson, Managing Director, Stifel Dan Stimpson is a managing director in Stifel’s strategy and analytics department, working with portfolio managers to optimize returns while balancing liquidity, risk and capital constraints. Before joining Stifel in 2022, he spent more than 10 years as a strategist at Vining Sparks and began his career at KPMG, followed by service as a corporate controller at a community bank. Stimpson holds undergraduate and graduate degrees in accounting from the University of Mississippi and is a certified public accountant, holding membership in the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. SEMINAR SPEAKERS 16 Community Banker
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