Wealth & Impact Breakfast Forum
You’re Invited
Cash with Purpose
Join us for a timely conversation exploring the intersection of wealth, cash, and impact—and how financial decisions can create meaningful outcomes beyond the portfolio. We will discuss the lifecycle of an impact dollar in the KEEP deposit network and follow its journey from client deposit to local community reach.
Date: Wednesday, November 4, 2026
Time: 8-10am
Location: 22 Vanderbilt Building
(335 Madison Avenue, New York, NY 10017)
We look forward to bringing together leaders across wealth management, community banking, and impact investing for an engaging morning of conversation and connection.
Breakfast will be served.
Panel Discussion Featuring:
Keynote Speaker:
Joshua Siegel
Co-Founder, StoneCastle
Moderator:
Amy Cortese
Editorial Director, ImpactAlpha
Panelists:
John Barbalaco
Executive Vice President, Chief Banking Officer, DR Bank
Mark Berryman
Partner, Investments, Capricorn
Diane Hoops
President/ Chief Executive Officer, The Corn City State Bank
Liz Sessler
Co-Founder, President, CapShift
Please RSVP by October 15th using the form below or contact Rob Cain at rcain@stonecastle.com.
Space is limited.
Read how KEEP deposits placed into our network of 1,000+ federally insured institutions are catalyzing local economic growth across the country.
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