Education Seminar

2017 Women in Banking Forum
Laguna Cliffs Marriott Resort & Spa • Dana Point, CA

CBA’s 10th Annual Women in Banking Forum

Designed to inspire and empower women bankers, the tenth annual Women in Banking Forum offers participants an understanding that success can be achieved at any level given the right tools and knowledge.

Join us in May at the Laguna Cliffs Marriott Resort & Spa to hear from key women banking executives, industry leaders, and network with your peers as we explore tangible and practical solutions for succeeding at every level in today’s dynamic marketplace.

Engage with us on social media by using #cbawomen2017

Just Announced for 2017: Pay it Forward Initiative Highlighting New Economics for Women

We are excited to announce an opportunity for our bankers to give back to their local communities through our partnership with an Los Angeles based non-profit, New Economics for Women (NEW), which for 30 years, has been dedicated to the economic security of women, especially immigrant women, in low-wealth communities. Their programs and investments focus on creating culturally relevant whole family financial education, affordable housing, and community engagement as the primary tools needed to overcome economic insecurity. They aim to be a leading voice for advocacy on public policy issues affecting immigrant women in low-wealth areas.

How Can You Help?

It’s easy. We will be running a toy and book drive for children ages 0-5 years old. Also, we will gladly take any gift cards (preferably Target & Wal-Mart) that might be helpful for single mothers. And, we will gladly take any monetary donations (We can accept Credit Card and checks made out to New Economics for Women).

Scheduled Speakers

AmyK Hutchens

Speaker. Author. Trainer. Business Strategist.

A former executive of a billion dollar global consumer products company and awarded the Vistage UK, International Speaker of the Year, (World’s Leading CEO Membership Organization) AmyK is a catalyst for producing sustainable solutions to a leader’s most pressing challenges. More than 45,000 executives in nine countries have benefited from her keen insight and intuitive understanding of the issues leaders face.

AmyK also served as Senior Executive Vice President, Operations for one of the largest sales and marketing firms in the U.S., was a chosen member of National Geographic’s Educator Advisory Committee, and now serves as the Founder and Intelligence Activist of AmyK International, Inc., an executive development firm focused on leadership development, healthy team cultures, sales and innovative thinking. With clients including AT&T, Expedia, Lockheed Martin, Securian Financial, IBM, Wells Fargo, Walmart, John Paul Mitchell Systems, Dematic, Brighton, Cyber AdAPT, Digitech Systems, Herman Miller and hundreds more, AmyK and her team travel the world helping senior executives lead and collaborate more effectively.

AmyK is a featured contributor for Entrepreneur magazine, her company won 5 Telly Marketing Awards and the Summit International’s Award for Creativity, and her latest book, The Secrets Leaders Keep (Emerge Pub – Nov 2015), is an Amazon bestseller. AmyK received her M.S. from Johns Hopkins University, and has been a featured guest on numerous TV and radio networks including Bloomberg, NBC, Fox and ABC for her brain-based commentary on current events.

 

Marianne Jennings

Emeritus Professor of Legal and Ethical Studies, has taught at the WP Carey School of Business, ASU since 1977. She has six textbooks in circulation in the areas of business ethics, ethical culture, and legal environment. Her book, The Seven Signs of Ethical Collapse, was published by St Martin’s Press and has been used as both an audit tool and a primer by numerous organizations for creating and sustaining an ethical culture.

She served on the board of directors for Arizona Public Service (now Pinnacle West), the owner of the Palo Verde Nuclear Station, from 1987 through 2000. She has served on INPO’s advisory council since 2005. In 2015, she was named an affiliated scholar with the Center for the Study of Economic Liberty at Arizona State University. She conducts ethics training and ethical culture assessments for businesses, including Fortune 100 companies, government agencies, professional associations, and nonprofit organizations.

More Speakers coming Soon…

Agenda

Thursday, May 25, 2017

8:00 a.m. – 4:00 p.m. Registration Open
8:00 a.m. – 9:00 a.m. Breakfast
8:45 a.m. – 9:00 a.m. People Bingo
9:00 a.m. – 9:15 a.m. Welcome
9:15 a.m. – 10:45 a.m. IGNITE BRILLIANCE in Your Leadership
- AmyK Hutchens
10:45 a.m. – 11:00 a.m. Refreshment Break
11:00 a.m. – 12:30 p.m. Why Would They Think This Is Acceptable Behavior at My Bank?
- Marianne Jennings
12:30 p.m. – 1:45 p.m. Lunch Provided
Pay It Forward Initiative Highlighting New Economics for Women
1:45 p.m. – 2:45 p.m. Top Women Regulators: How They Got There and What Keeps Them Going
- Debie Abella, Deputy Commissioner for Banking, DBO
- Kay Kowitt, Deputy Comptroller Western District, OCC

- Mongkha Lu, Director, Community Institutions Group, Banking Supervision and Regulation, FRB
- Laura Rapp, Acting Assistant Regional Director, FDIC
2:45 p.m. – 3:00 p.m. Refreshment Break
3:00 p.m. – 4:00 p.m. Idea Exchange
4:00 p.m. Networking Reception

    Session Descriptions

    IGNITE BRILLIANCE in Your Leadership
    Presented by AmyK Hutchens

    What’s the secret of brilliant leadership? Will your current workforce be the solution or the problem in America’s future? What questions should you be asking to drive higher performance & productivity and a culture of excellence? How can leaders be a catalyst for igniting brilliance in their teams and creating unprecedented competitive advantages as well as profits? Leadership happens one conversation at a time. You are responsible for the quality of this conversation. Through humor, insight and experience, AmyK provides leadership tools that have immediate practical applications for increasing performance and productivity levels in individuals and teams. AmyK shares the 2 critical elements leaders must “sell” each & every day; the 5 questions leaders need to ask to best influence and foster productive behaviors; how to create and retain high performers; and how to grow a healthy, profitable organization.

     

    Why Would They Think This Is Acceptable Behavior at My Bank?
    Presented by Marianne Jennings

    When we read about the ethical lapses at banks and other businesses that end up costing billions in fines and settlements, our initial reaction is, “What were those employees thinking?” We go down the rogue path of root cause analysis. But, the better path may be to understand what cultural factors cause us to believe that those little ethical missteps that lead to much bigger ones and then ethical collapse. There are common threads in organizations that find themselves in the headlines for ethical problems. Understanding those common threads and putting prevention tools in place creates the culture that embraces solid ethical values.

     

    Top Women Regulators: How They Got There and What Keeps Them Going

    Join us for this interactive panel discussion to hear from key women leaders in the field of banking and finance as we discuss a wide variety of topics covering climbing the corporate ladder to work/life balance and everything in-between.

    Panelists Include:
    - Debbie Abella, Deputy Commissioner for Banking, DBO
    - Kay Kowitt, Deputy Comptroller Western District, OCC

    - Mongkha Lu, Director, Community Institutions Group, Banking Supervision and Regulation, FRB
    - Laura Rapp, Acting Assistant Regional Director, FDIC

     

    People Bingo

    Arrive early to participate in this fun, interactive ice-breaker session. This game will get everyone on their feet and allow you to meet your peers and learn something new about them.

     

    Idea Exchange

    During the final session of the day, we invite you to interact with your peers and discuss a variety of topics covering aspiration, barriers, skills, achieving work/life balance and more. Continue the conversion into the networking reception immediately following.

     

    More Session Descriptions coming soon…

    Audience

    Women bankers – junior officers to senior executives

    Registration Information

    Early-Bird Registration through May 5, 2017
    CBA Member Bank: $395

    Regular Registration
    CBA Member Bank: $595 (after May 5, 2017)
    Non-Member Bank: $795
    CBA Affiliate Member: $795


    Discounts Available

    Purchase a Table
    Reserve your own table of 8 bankers for almost half the regular registration rate. Please contact CBA’s Manager of Professional Development Programs, Glenn Younger, at gyounger@calbankers.com for more information.

    Group Pricing *
    If you have three (3) or more registrants from your bank there is a discount of $50 per person. Please use the code WOMEN17 when registering. In order to take advantage of this discount, please fill out the registration form and send in to Glenn Younger at gyounger@calbankers.com.  

     NOTE: Discounts cannot be combined but can be used in conjunction with early-bird pricing. 

    Cancellation Policy

    Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. If the request is received by May 5, 2017, the full registration fee will be refunded and 50 percent if by May 12. No refunds will be provided after May 12. Registrations made on or after May 12 are not subject to refund.

    If you are not fully satisfied with this program, please contact Glenn Younger, Manager of Professional Development Programs at (916) 438-4433.

    Location Information

    Laguna Cliffs Marriott Resort & Spa
    25135 Park Lantern
    Dana Point, CA 92629
    Phone: (949) 661-5000
    Fax: (949) 661-5358
    Reservations: (888) 236-2427
    www.lagunacliffs.com

    CBA has arranged a special room rate of $229 per night plus a discounted resort fee of $15 per room, per night, and other fees.

    Please use this link here to reserve your hotel room.

    Please Note: As of March 24, 2017, our room block is 75% sold out. Please make sure to register for the forum and book your room now.

    To reserve your room by phone please contact the Hotel’s Reservations Department at 1-888-236-2427. In order to receive the special group guestroom rate, please mention that you are attending the California Banker’s Association’s 2017 Women in Banking Forum.

    The Resort Fee includes the following:

    • High Speed Internet Access (Enhanced Wireless)
    • Unlimited Domestic Local & Long Distance Phone Calls
    • Use of tennis courts, bicycles, surfboards, boogie boards, football, soccer ball, volleyball, basketball, croquet, and bocce ball (some limitations apply).
    • 24 hour access to the Fitness Center

    PARKING:
    Discounted Day Rate: $18 per vehicle, Valet Parking
    Overnight Rate: $35 per vehicle, Valet Parking

    Please Note: Reservations must be made prior to the “cut-off” date of Monday, April 24, 2017.

    FAQs

    Is Group Pricing Available For This Program?

    Yes. If you have three (3) or more registrants from your bank there is a discount of $50 per person. You may also reserve your own table of 8 bankers for almost half the regular registration rate. If you have any questions, please contact Glenn Younger, at gyounger@calbankers.com or (916) 438-4433.

    Is There a Room Block Available?

    Yes. CBA has arranged a special room rate of $229 per night plus a discounted resort fee of $15 per room, per night, and other fees.

    To reserve your room by phone please contact the Hotel’s Reservations Department at 1-888-236-2427. In order to receive the special group guestroom rate, please mention that you are attending the California Banker’s Association’s 2017 Women in Banking Forum.

    Is there a hashtag for the Forum?

    Yes. Engage with us on social media by using #cbawomen2017

    Please Note: Reservations must be made prior to the “cut-off” date of Monday, April 24, 2017.

    Program Objectives

    The purpose of the forum is to support the development of women leaders in the California banking community. To help achieve this outcome, we have developed the following objectives for our participants:

    • Obtain executive perspectives on the impact of current trends in the banking industry.
    • Access tools to better negotiate in today’s business world.
    • Determine best practices for managing up, down, and laterally across the organization. 
    • Identify appropriate steps for career advancement.
    • Provide opportunities for career development, mentoring, recognition, and a deeper sense of inclusion with others within the bank and the industry.

    Credit Information

    Program Level: All Levels

    Prerequisites: None

    Advance Preparation: None

    Method of Presentation: Group – Live (Lecture, Discussion, and Case Study)

    Recommended CPE Credits: 6.0 Hours Maximum
    (Estimated 4.0 Personal Development, 1.0 Business Management and Organization, and 1.0 Communications)
    Sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit.  One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.  Please note that not all state boards have adopted this rule.  Some participants may not be able to use one-half credit increments.

    Sponsorship Information

    Sponsorship Opportunities brochure now available! Click the link under Resources to download your copy. 

    If you are interested in sponsoring this event, contact the CBA events staff: Rosemary Mignano at rmignano@CalBankers.com or (916) 438-4435.

    Why sponsor:

    • Maximize your company’s brand awareness and increase your market position
    • Gain direct access to CBA member banks and institutions in an exclusive environment
    • Raise your profile above your competitors
    • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
    • Match your exposure needs, regardless of your budget
    • Shape or reinforce a positive perception of your company with California’s bank executives
    • Support the California Bankers Association, the largest non-profit banking organization serving the California financial services industry

    Commands