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Providence Conference Agenda and Speaker Information

EBA Summer Conference

June 4 - 7, 2017

Providence, Rhode Island

Agenda & Speakers
Hotel Info
Destination Info

EBA Gives Back Project

EBA Conference attendees are invited to join us for
EBA Gives Back: Your choice to participate a local, charity activity taking place on
Sunday, June 4 from 8am -12noon

Sabin Point Shoreline Cleanup with Save The Bay

Help keep this beautiful site free of trash!


WHERE: We will meet up in the hotel lobby. Shoreline clean up area's approximate address for GPS: 129 Shore Rd, East Providence, RI. MAP
About shoreline cleanups: Save The Bay will provide trash bags and disposable gloves - feel free to bring your own work gloves and trash grabbers if you have them!
Refreshments are not provided; please bring your own water and stay hydrated. All volunteers should dress for the weather and wear clothes they don't mind getting dirty.
Closed-toed shoes are required. All volunteers must be able to do some light to moderate bending and lifting.

Please review the volunteer safety tips and complete the volunteer waiver. We'll have hard copies of the waiver at the cleanup, so you can fill it out there if you choose.

To sign up, add the optional ticket to your registration.

Conference Agenda last updated on: 6/1/17

Click here for a printable version of the agenda
Please note this agenda is preliminary and is subject to change until final agenda is published.

Click here for Presenters' Bios


Conference educational overview:

Macro and Micro: Regions, Neighborhoods, Buildings, and Materials

Financial institutions must consider more than just Recognized Environmental Conditions in their operations, underwriting, and risk management.  The Environmental Bankers Association Summer 2017 conference highlights regional issues like flooding and land use; hazardous materials in buildings; compliance with operational permits; and other risk management strategies geared toward bank operations and other business risks in loan underwriting.

We will also have a regional focus on infrastructure and redevelopment in the Northeast region of the United States, with its more compact cities, longer history of industrial activities, and older housing stock.  As part of this focus, we’ll look at the state cleanup programs in Massachusetts, Connecticut, and New Jersey with their delegations of certain program
elements to certified professionals.


Sunday, June 4, 2017

8:00 AM  - 12:00 PM                            


EBA Gives Back Project: Sabin Point Shoreline Cleanup with Save The Bay

Meet in Hotel Lobby
1:00 PM – 4:00 PM   Registration Desk Open  

1:00 PM – 4:00 PM


Exhibitor Set-up


4:30 PM – 5:00 PM


EBA Banker Only Session & Welcome New Bankers


4:30 PM – 5:00 PM


Welcome session for Affiliate Members


5:00 PM – 5:30 PM


EBA Business Meeting – All Attendees Welcome


5:30 PM – 7:00 PM

  Evening Reception

Sponsored by Partner Engineering & Science        

7:00 PM - 8:15 PM   Providence Dine Arounds   Sign up onsite for local restaurant outings. Everyone pays for their own tab!  
Monday, June 5, 2017

7:00 AM – 8:00 AM

  Continental Breakfast
Sponsored by EDR

7:00 AM – 4:30 PM

  Registration Desk Open  

7:30 AM – 5:00 PM


Exhibits Open


8:00 AM – 8:15 AM


Opening Welcome & State of the EBA

Bill Sloan and Marty Walters
8:15 AM – 9:30 AM

Session 1: Federal Enterprise Agencies and Different Bank Loan Products

Presented by: Dianne Crocker, EDR; Holly Neber, AEI Consultants; Keely Felton, Nova Consultants; Rich Meyer, Freddie Mac; and Karyn Sper, Fannie Mae
Moderated by: Derek Ezovski, ORMS

9:30 AM – 10:00 AM   Break   Special Thanks to EBA Gold Sponsors  

10:00 AM -- 11:45 AM


Session 2: Redevelopment and Infrastructure for Tomorrow’s NE Cities

Panel Discussion — Redevelopment Authorities: Jeff Diehl, RI Infrastructure Bank; Sean Calnan, MassDevelopment; James Byrne, Brownfields, U.S. Environmental Protection Agency; and Tim Sullivan, Connecticut Department of Economic & Community Development; Panel Discussion – Certified Environmental Professionals: Laura Clifford, LSRP New Jersey, ESI; Sam Haydock, LEP Connecticut, BL Companies; and Stephen Graham, LSP Massachusetts, AEI Consultants; Moderated by Brian Mende, ESI; and Elizabeth Krol, Partner Engineering & Science

12:00 PM – 2:00 PM


Lunch and Breakout Presentations

Deep Dive into LEP, LSP, LSRP Programs
Presented by: Laura Clifford, ESI; Sam Haydock, BL Companies; and Stephen Graham, AEI Consultants

Technology 10-in-10
Presented by: Bill Sloan, Commerce Bank; and Dennis Firestone, ATC Group Services



Career Topic: Thriving During Uncertainty and Change
Presented by: Marty Walters, CIT Bank

Lunch Sponsored by: ERI


2:00 PM – 3:30 PM


Session 3: Community Environmental Risks

“Building Coastal Resilience into Due Diligence, Remediation and Redevelopment of Commercial Real Estate,” Presented by: Samuel Bell, GZA; “Case Study: Large Refrigeration Systems,” Presented by: Irv Cohen, ESI; “Regulatory Approaches to Lead in Drinking Water,” Presented by: Brian Nemetz, Partner Engineering & Science; Clayton Commons, Center for Drinking Water Quality, Rhode Island Department of Health; and Steven McCurdy, Director of Municipal Services, Drinking Water Program, Massachusetts Department of Environmental Protection; Moderated by: Kathryn Peacock, Partner Engineering & Science; and Elizabeth Krol, Partner Engineering & Science


3:30 PM – 4:00 PM



Special Thanks to EBA Gold Sponsors
4:00 PM – 5:00 PM
  Session 4: Case Studies in Hazardous Building Materials

“Case Study on Lead in Private Drinking Water System,” Presented by: Mike Kulka, PM Environmental; “Implications and Impacts of Historic Fill,” Presented by: Bill McGuinness, ERI; Moderated by: Beth Sexton, PM Environmental


5:30 PM – 7:00 PM

  Evening Reception
7:00 PM - 8:15 PM   Providence Dine Arounds   Sign up onsite for local restaurant outings. Everyone pays for their own tab!  
Tuesday, June 6, 2017

7:00 AM – 12:00 PM

Registration Desk Open
7:30 AM – 8:45 AM
  Board of Governors Breakfast
All Bankers and one member from each sponsor company invited

7:30 AM – 9:00 AM

  Continental Breakfast

7:30 AM – 1:30 PM

  Exhibits Open
9:00 AM – 10:15 AM

Session 5: Bank Facilities Management and Due Diligence

Presented by: Lori Stocker, Amec Foster Wheeler; Galina Chadwick, Bank of America; Joe Sturza, JP Morgan Chase; Don Kellar, Fulcrum Resources
Moderated by: Jan Sheinson, BMO Harris Bank; and Tim McGahey, AKT Peerless


10:15 AM – 10:45 AM


Special Thanks to EBA Gold Sponsors
10:45 AM – 11:45 AM

Session 6: Polychlorinated Biphenyl Building Materials in Redevelopment

Session presented by: Bill Hayden, Citizens Bank; Clare Olesen, AES Environmental; Jeanine Grachuk, Beveridge & Diamond P.C.; and Kim Tisa, USEPA; Moderated by: Sam Haydock, BL Companies; and Tim McGahey, AKT Peerless

12:00 PM – 2:00 PM

Lunch and Breakout Presentations:

Learning from Others’ Mistakes:  How a Federal Jury Tagged a New Landowner with PCB Liability
Presented by: Jeanine Grachuk and Brook Detterman, Beveridge & Diamond


Career Topic: Biases in the Workplace
Presented by: Holly Neber, AEI Consultants


Bank Operations and Facilities Management
Presented by: Lori Stocker, Amec Foster Wheeler; Galina Chadwick, Bank of America; Joe Sturza, JP Morgan Chase; and Don Kellar, Fulcrum Resources

Lunch Sponsored by: ERIS

2:00 PM – 5:00 PM

Concurrent Sessions:

Banker Only Session:
"Understanding Deal Structure When Starting an Environmental Risk Review"

Led by Jan Sheinson, BMO Harris Bank; and Dave Lambert, Wells Fargo

Affiliate Only Session:
"Technology and the Future of Environmental Due Diligence"

Led by Julie Kilgore, Wasatch Environmental; and Derek Ezovski, ORMS

"How to Thrive in Technology-Powered, Multigenerational, Purpose-Driven World" Presented by: Brent Robertson, Fathom

*Includes afternoon break from 3:30 PM - 4:00 PM
Special Thanks to EBA Gold Sponsors


5:00 PM - 7:00 PM


Board of Governors Meeting (closed meeting)

Wednesday, June 7, 2017

7:00 AM – 9:00 AM

  Registration Desk Open      
8:30 AM - 12:00 PM

EBA Banker Member Training

All Conference Attendees and Invited Guests Welcome!

Getting from the Phase I to the Risk Management Decision

  • Phase I Environmental Site Assessments - State of the Practice
  • What Bank Reviewers Look for in a Phase I Report
  • Phase I Considerations
    • Limitations
    • Scope of Work
    • Impact of Timing
    • Consultant Approach
    • Conditions/Features Identified as Risks
  • Phase I Review Elements and Decision Making
    • Recognized Environmental Condition (REC) vs.
    • Recommendations/Required Actions
    • Risk to the Bank: Business Risks vs. Environmental
    • Health/Regulatory Compliance Related Risks
    • Opinion of Consultant vs. Bank’s Risk Tolerance/Perspective
  • Phase II investigations
    • Risk vs. Benefit of Conducting Sampling
    • Contract Considerations
    • Who Orders

Presented by: Stuart Weese, Hancock and Whitney Bank and Julie Kilgore, Wasatch Environmental

Sponsored by: Historical Information Gatherers