Banking and Finance Conference

Wilkins M. Crawford Jr., CPA Partner at ForvisMazars. Wil has more than 18 years of experience providing audit and accounting services to telecommunications, governmental, nonprofit, higher education, and commercial clients. Wil also serves as the nonprofit and governmental industry leader for FORVIS's Jackson, Mississippi, office. Wil is a summa cum laude graduate of Mississippi State University, Starkville, with a B.S. degree in accounting and an M.Acc. degree. Wil is a member of the AICPA and Mississippi Society of Certified Public Accountants (MSCPA). He was awarded the Silas M. Simmons Bronze Medal for the 2007 CPA Exam. He also has served as president of the MSCPA Young CPAs, chair of the MSCPA Governmental A&A Committee, millennial chair of the MSCPA Long Range Planning Committee, an MSCPA board member, and was the 2015 winner of the MSCPA Rising Star Award. He is a member of the Association of Government Accountants and was previously a reviewer for the United States and Canada's Government Finance Officers Association's Certificate of Achievement for Excellence in Financial Reporting Program. Wil is a member of Madison United Methodist Church where he serves as the chair of the administrative council and is a former finance committee member. He is currently a member of the board of directors for Habitat for Humanity Mississippi Capital Area. He resides in Madison with his wife Melanie and their two amazing kids.

Dudley Carter is a Market Strategist at Stifel Financial and writes daily commentary covering the U.S. and global financial markets, as well as domestic and foreign economic developments. Before joining Stifel, Dudley was an Economist for Vining Sparks, a fixed income broker/dealer serving institutional investors. Dudley is a Certified Public Accountant in the state of Tennessee and member of the Tennessee Society for Certified Public Accountants. Prior to joining Vining Sparks, Dudley was an audit manager at KPMG LLP, with a focus on the financial services sector. He graduated from the University of Mississippi with a Master’s degree in Accounting and a Bachelor’s degree in Accounting with a minor in Economics.

Marty’s journey through the financial services industry since the1980’s positions ERMA Strategies, LLC to be a unique provider of

strategic analytics and enterprise risk management for community banks across the United States.

Marty started his career as an executive manager at First Horizon National Corporation where over his 20-year career he had

served as Chief Financial Officer, Head of Investor Relations and Strategic Planning, ALCO Chairperson and Chief Economist.

As CFO, Marty guided First Horizon through four years of Sarbanes-Oxley and directed the Treasury, Tax, Controller, M&A,

Strategic Planning, and Investor Relations Departments.

Marty’s experience at First Horizon has helped him gain a strong understanding of the banking industry which he has used to

develop differentiated bank profitability analysis, risk measurement approaches, liquidity building tools, capital planning

policies, and correlations of profitability to market valuations.

Marty also led the Financial Institutions Group for Guggenheim Securities for seven years where he published research on the 25

largest banks in the U.S. This experience allowed Marty to generate the management analytics that he built at First Horizon from

the outside of a bank looking in.

As a result of this combination of experience and this differentiated analysis Marty’s teams have received numerous awards over

his career: ranked first by Integrity Research and Investors’ performance, won Bank Analyst Annual Best Investor Relations at a

Mid-Cap Bank award twice, and recognized by Investor Relations Magazine for one of the best Roadshows of any mid-sized

company.

Marty graduated from the University of Pennsylvania in 1988 with the degree of Masters of Arts in Economics and from the

University of Memphis with the degree of Bachelor of Arts with Honors in Economics in 1986.

Lance is a member of the Financial Services Practice and has over 25 years of experience in public accounting. He currently serves as FORVIS Mazars' southwest region financial institutions tax leader. Lance has extensive experience in the financial services industry and has specifically focused on taxation and consulting services for financial institutions and bank holding companies.
He is a member of the American Institute of CPAs and Mississippi Society of Certified Public Accountants. He is a former member on the board of directors of Alzheimer's Mississippi, Inc. and is a former treasurer on the board of trustees of the Mississippi Nurses Foundation.
Lance is a 1994 graduate of University of Alabama, Tuscaloosa, with a B.S. degree in accounting.

Craig N. Landrum, a partner in the Jackson, Mississippi office of Jones Walker, LLP, currently serves as Co-Chair of the firm’s Banking and Financial Services Industry Team. He is a graduate of Mississippi State University (B.S. in 1977, with special distinction) and the University of Mississippi (J.D. in 1980). Mr. Landrum has represented financial institutions and other corporate clients since his admission to the Bar, counseling clients in the area of mergers and acquisitions, regulatory compliance, and general corporate, commercial and securities law. Mr. Landrum also has experience in representing insurance companies and agencies with regard to corporate and regulatory matters, including the licensing of bank subsidiaries as general insurance agencies and credit underwriters.

He has lectured on bank regulatory matters for organizations such as the LSU Graduate School of Banking, the Mississippi Bankers Association CEO Conference, Louisiana Bankers Association Bank Counsel Conference, the CBS division of FiServe, Inc., and the Bank Administration Institute. He has served on the faculty of the Mississippi School of Banking since 1998, lecturing on the topic of Bank Sales of Non-Deposit Products, and receiving the Distinguished Faculty Award. He has been listed in The Best Lawyers in America since 1995 and is currently listed in the areas of Banking and Finance Law, Corporate Compliance Law, Corporate Governance Law, Financial Services Regulatory Law, and Mergers and Acquisitions Law. He was named the 2017 and 2019 Jackson Corporate Governance Law “Lawyer of the Year”, 2019 Jackson Financial Services Regulation Law “Lawyer of the Year”, 2015 Jackson Corporate Compliance Law “Lawyer of the Year”, the 2009 and 2014 Jackson Banking and Finance Law Lawyer of the Year, and the 2013 Jackson Financial Services Regulatory Law Lawyer of the Year. He is recognized in “Chambers USA – America’s Leading Lawyers for Business” Band-1 Mississippi, in the area of Corporate/Commercial: Banking & Finance since 2011.

Gordon Fellows was appointed by the Mississippi Bankers Association (MBA) Board of Directors to become the president and CEO of the MBA January 1, 2020. Fellows has been with the MBA since 2012, most recently serving as the Senior Vice President of Government Relations. Since 2012, Fellows has lead association lobbying efforts with elected and appointed state and federal officials, developed strategy to achieve legislative priorities for the MBA and its membership, and developed relationships with bankers and industry leaders across the state and country. Additionally, Fellows has had a number of other non-legislative responsibilities including the development of the MBA's strategic plan. He currently serves on the faculty of the Mississippi School of Banking at the University of Mississippi. Fellows In his new role as President and CEO, Fellows will lead the day-to-day efforts of the MBA in supporting the banking industry of Mississippi, helping prepare bankers for the ever-changing industry landscape, and ensuring that the MBA provides excellent member value. Fellows is originally from Tupelo, Mississippi and is a graduate of Tupelo High School. He earned a B.A. in international studies at the Croft Institute at the University of Mississippi in 2006. He spent a semester abroad at the Beijing Foreign Studies University, after serving as the Associated Student Body President during his senior year. Fellows was later inducted into the University of Mississippi Hall of Fame.

Joshua Jacobs brings 26 years of experience in information technology consulting, with a focus on solutions for financial institutions. He currently serves as President and Co-Founder of Sawyers & Jacobs LLC, where he specializes in cybersecurity assessments and penetration testing, network design and support, and network virtualization.

Joshua holds a Master of Science in Finance (MSF) from Indiana University's Kelley School of Business, along with a Master of Business Administration (MBA), a Bachelor of Science in Business Administration with a concentration in Information Technology Management, and a Graduate Certificate in Project Management (GCPM) from Christian Brothers University. He holds numerous IT and IT security certifications including the Certified Information Systems Security Professional (CISSP), the GIAC Penetration Tester (GPEN), and the Systems Security Certified Practitioner (SSCP).

In addition to his consulting work, Joshua is an educator. He has served as an adjunct faculty member at his alma mater, Christian Brothers University, where he teaches a course on Digital Forensics within the Cybersecurity & Digital Forensics degree program. He also teaches on the faculty of the South Carolina Bankers School at the University of South Carolina, where he leads the cybersecurity and banking course.

Andy Mutch joined Performance Trust in 2023 as a Managing Director in the Investment Banking group providing advisory services to community banks, thrifts, and specialty finance companies on mergers and acquisitions, capital raising and management, funding, and corporate strategies.

Previously, Mutch was a Director in the Investment Banking group of Piper Sandler & Co. since 2020, and as a Director in the Investment Banking group of Sandler O’Neill + Partners, L.P., beginning in 2011. Before joining Sandler O’Neill, Mutch was a senior member of the consulting group at Aston Associates, a financial services strategy consulting firm based out of Greenwich, Connecticut. 

With over two decades in Investment Banking, Mutch has assisted clients with over $8 billion in merger & acquisition transactions and issued over $3.6 billion of debt and equity capital. He has advised on the execution of all forms of capital-raising transactions, including initial public offerings, public and private equity offerings, debt and preferred offerings, mutual-to-stock conversions, and recapitalizations. His M&A advisory background includes various merger transactions, including buy-side and sellside whole-company acquisitions, branch and business line acquisitions, and divestitures. 

A frequent speaker at industry conferences and symposiums specializing in CDFI and ECIP M&A strategy across the Southeast, Mutch holds a bachelor’s degree in managerial economics from Cornell University and a Master of Business Administration degree from Duke University’s Fuqua School of Business. He resides in Atlanta, Georgia with his wife and three daughters. He holds FINRA Series 24, 62, 63, and 79, SIE licenses, and the NFA Swap AP certification.

Brandy E. Smith serves as President and Chief Operating Officer of Logue Advisory Group and brings more than 25 years of experience in banking and financial services. She leads client engagements related to CDFI strategy, Certification, and regulatory compliance, working closely with institutions to translate complex program requirements into practical, actionable steps. Prior to joining Logue Advisory Group, Brandy served as a Director at Smith Shellnut Wilson, where she advised community and regional banks on asset-liability management, capital planning, and regulatory matters. Her background combines technical expertise with a strong understanding of the operational and strategic challenges facing community banks today. Brandy holds a Master of Business Administration from Millsaps College and a Bachelor of Business Administration in Managerial Finance from the University of Mississippi.