2026 Banking Seminar

Meet the Speakers

Blake Crow, Market Leader | Eide Bailly
Blake Crow is a Partner with Eide Bailly and has worked closely with financial institutions since joining the firm in 2008. While his technical background is rooted in tax, his practice today is heavily advisory in nature, helping banks and holding companies navigate mergers and acquisitions, strategic planning, and capital structuring decisions. Blake serves as the lead advisor in transactions and planning initiatives, working alongside bank leadership to align financial strategies with long-term organizational goals.

Laura McGuire, Banking Attorney | Belin McCormick
Laura McGuire is the chair of Belin McCormick’s banking department. She regularly assists financial institutions and corporate clients with mergers and acquisitions, corporate governance issues, regulatory applications, and related compliance matters.

Paul Sirek, Partner | Eide Bailly
Paul's focus is on the financial institutions industry. He provides management consulting, tax planning and tax compliance services to financial institutions ranging in size from less than $50 million to more than $1 billion. He conducts tax research projects, and he assists financial institutions with merger and acquisition issues, including tax structuring of transactions and the regulatory application process. Paul also assists bank holding companies and financial institutions with regulatory filings, including FR Y-9C, FR Y-9LP and FR Y-9SP reports.

Brock Thaemlitz, Partner | Eide Bailly
He primarily works with financial institutions and provides tax planning and tax compliance services. Brock assists banks with a multitude of services from day-to-day bookkeeping operations to capital and succession planning. Clients can expect Brock to be responsive to their specific needs and to serve them creatively, competently and timely.

Colette Gagnet, Partner | Eide Bailly
Colette is a consultant with roughly 20 years of experience providing tax consulting services and analyzing complex tax situations from both sides of the desk. She spent roughly 10 years providing tax saving solutions for clients before going in house to focus on credits and global acquisitions for a Fortune 200 company. In returning to the client service side, focused on R&D credits and Section 174 studies. In joining Eide Bailly’s National Tax Office she is focusing her efforts on energy efficiency incentives while being a resource for the R&D and M&A teams.

Beau Tuft, Manager | Eide Bailly
Beau Tuft specializes in helping businesses identify, document, and maximize federal and state Research & Development (R&D) tax credits and other incentives. As a Manager with Eide Bailly's Tax Credits and Incentives practice, he works with clients across a wide range of industries, including manufacturing, agriculture, financial services, healthcare, engineering, and technology, to evaluate qualifying activities, develop audit-defensible documentation, and optimize available tax benefits. Beau combines technical tax expertise with a practical understanding of business operations to help organizations capture valuable incentives that support innovation, process improvement, and long-term growth.

Rick Olivier, Director | Eide Bailly
Rick helps organizations understand their cybersecurity risks by providing expert guidance and advisory solutions that uncover vulnerabilities and support smarter, more secure decision.

Noel Datko, Partner | Eide Bailly
Noel is a Technology Consulting leader with over 20 years of experience in business process improvement, sales, marketing and Salesforce.com implementations. He helps organizations realize results through technology implementations and integrations. He thrives on assisting organizational leadership design business processes that will be successful with the Salesforce platform and enable them to integrate and scale with other connected environments.

Eric Pulse, Partner | Eide Bailly
Eric specializes in providing information technology, risk advisory and cybersecurity consulting services to a variety of industries, including healthcare, insurance, banking, credit unions, retail, manufacturing, and governments. He advises Eide Bailly clients on how to keep their valuable data secure in a world of increasingly sophisticated cyber threats. With his many years of experience, Eric has become a true thought leader in the culture of risk, control, and cybersecurity.

Reilly Lane, Director | Eide Bailly
Reilly designs and implements data and reporting platforms for our clients. Leading a team of engineers and analysts, he helps organizations centralize data from disparate systems and enables cross functional analytics. With centralized data, a single source of truth can be used to communicate business needs, goals and strategy.

Additional Information

For webinars offering CPE, credit will only be granted to those that attend the live webinar, CPE credit will not be available for watching the recording.

If unable to attend, register to receive the recording afterward.

These are Group-Internet Based Webinars. No prerequisites or advanced preparation is required. For information regarding a complaint and/or program cancellation policies, please contact Gail Kelman.

This course is offered free of charge. Therefore, there are no refunds given. In the event that Eide Bailly Advisory LLC must cancel a course, participants will be contacted via email.