Florida Banking June 2024

Editorial & Executive Offices 1001 Thomasville Road, Suite 201 Tallahassee, FL 32303 850-224-2265 www.floridabankers.com Advertising & Production Offices 250 Prairie Center Dr., Ste. 300 Eden Prairie, MN 55344 952-835-2275 www.nfrcom.com For advertising information, contact Erica Nelson Advertising Sales Executive 763-497-1778 Erica@NFRcom.com For reprints or single issues, contact 800-336-1120 Statements of fact and opinion are made on the responsibility of the authors alone and do not imply an opinion or endorsement on the part of the officers or members of FBA. Florida Banking is published 11 times annually with a combined issue in December/January. Subscription price is $50 per year for nonmembers. Postmaster, send address changes to Florida Bankers Association, P.O. Box 1360, Tallahassee, FL 32302. Copyright 2024 Kathy Kraninger President and Chief Executive Officer Florida Bankers Association kkraninger@floridabankers.com Pamela Ricco Executive Vice President and Chief Operating Officer A

THE MAGAZINE OF THE FLORIDA BANKERS ASSOCIATION

VOLUME 39

NUMBER 5 JUNE 2024

ON THE COVER 8 - - - - - - - - - - - 2024-25 FBA Chair Derek Jones CONTENTS 4 - - - - - - - - - Chair’s Message: Celebrating Achievements and Embracing Change: My Year as FBA Chair 6 - - - - - President's Perspective: The 2024-27 Strategic Plan: A Road Map for the FBA 12 - - - - - - - - - FBA Chair-Elect Keith Costello 14 - - BancServ Endorsed Partner: What is Knowledge as a Service (KaaS)? 16 - - - - - Government Relations: 18 ----- Florida BankPac Update 20 - - - - - -10th Annual Women in Leadership Conference 22 - - - - - - - - Trust and Wealth Management Mini Feature: ‘Off The Shelf’ Is Never ‘On The Table’ – Wells Fargo Private Bank’s Customized Solutions For Your Unique Wealth Management Needs 24 - - - - - - - - - Florida Bankers Educational Foundation: We Want To Be The Foundation of Florida Banking’s Future 25 - - - - - - - -FBA Staff Spotlight 26 - - - - - - Personal Transactions 28 - - - - - - - - - - - - - - Kudos 30 - - - - - - - - Upcoming Events 31 - - - - - - Advertising Directory 31 - - - - - - - - - -Did You Know? Be Ready for Attestations and Customer Complaints

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Florida Bankers Association pricco@floridabankers.com

Brooke Harrison Publications Director Florida Bankers Association bharrison@floridabankers.com

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Jose Cueto Chair

Derek Jones Chair-Elect

Bill Penney Immediate Past Chair

Fab Brumley Second Immediate Past Chair

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On the Cover: 2024-25 FBA Chair Derek Jones

Photos by Steven Martine Photography

Florida Bankers Association: The voice of Florida banking since 1888.