2021 Strategic Planning Conference

2021 Strategic Planning Meeting

Melanie Hall, CSBS Chair, Commissioner, Montana Division of Banking and Financial Institutions Tom Fite, CSBS Chair ‐ Elect, Director, Indiana Department of Financial Institutions John Ryan , President & CEO, CSBS Margaret Liu, Executive Vice President, Strategic Engagement, CSBS Cassie Solomon, President, The New Group Consulting

Partnerships & Preempting Preemption Objectives Partnerships Objective: Leverage partnerships with our state and federal counterparts and collaborate with those we regulate and their vendors. Goals: 1. States are the assumed entry-point by fintech companies 2. Most of the federal agencies are routinely using data collected and maintained in NMLS and SES