126th Annual Convention
Park Hyatt Aviara • Carlsbad, California

Join us for the NEW 126th Annual Convention at the Park Hyatt Aviara in Carlsbad, California. 

We’re revamping the format for this year’s 126th convention, which will feature for the first time expanded tracks which will speak to many job functions within your bank.
Our new tracks will include sessions focused on:

  • Technology and operations
  • Marketing and sales
  • Human resources
  • Financial operations of the bank
  • Leadership and development
  • Executive leadership
  • Emerging leaders


Thursday, May 4, 2017

9:00 a.m.-
6:30 p.m.
Registration Open
10:00 a.m-
11:00 a.m.

Concurrent Sessions Series 

Session #1: The 7 Most Frequent HR Mistakes and How to Avoid Them

Ophelia Black, HR Specialist, Insperity

Linda Villalobos, HR Specialist, Insperity


Session #2: CECL: Regulatory and Auditor Hot Topics

Jeff Clair, Partner, Moss Adams

Shannon Avrett, Senior Manager, Moss Adams


Session #3: Regaining Customer Intimacy: Apply Proven Customer Experience Management Practices to Build Rock-Solid Relationships with Your Highest-Priority Customers

Chuck Bruney, Founder & CEO Align FSC


Session #4: Cybersecurity Incident Response Preparedness

Tim Bryant, Managing Director, Forensic Accounting & Technology Services, Crowe Horwath

Kiel Murry, Manager, Cybersecurity Rick Consulting Practice, Crowe Horwath

11:30 a.m.-
12:45 p.m.
Luncheon Showcase #1                                                   
11:30 a.m.-
12:45 p.m.
Luncheon Showcase #2
11:30 a.m.-
1:00 p.m.

Past Presidents Lucheon

Past Presidents Spouses Luncheon

1:00 p.m.-
1:15 p.m.
Conference Welcome – Louise Walker, CBA Board Chair
1:15 p.m.-
2:15 p.m.
Keynote: Mike Robbins, Expert in Teamwork, Leadership and Emotional Intelligence; Author; Former Professional Baseball Player
2:30 p.m.-
3:00 p.m.
Refreshment Break in Marketplace
3:15 p.m.-
4:15 p.m.

Concurrent Sessions Series – II

Session #1: Compensation Strategies in an Evolving Environment

Bob Gotelli, SVP, Director of Human Resources, Bank of Marin

Katherine Mahlum, VP, Pearl Meyer

Dabiel Wetzel, Managing Director, Pearl Meyer


Session #2: Accounting and Auditing Updates

Chris Hughes, Manager, Moss Adams

Rebecca Radell, Senior Manager, Moss Adams


Session #3: Building Your Personal Brand: The Secret Sauce to Success

Nicole Sherman, SVP Retail Administration, Columbia Bank


Session #4: Creating High Impact Results with Data-Driven Marketing

Krista Ammons, Product Specialist, DCI


Session #5: Developing the Next Generation of Community Bank Leaders

Flynt Gallagher, President, Compensation Advisors

4:30 p.m.-
6:00 p.m.
Welcome Reception and Marketplace Open

Friday, May 5, 2017

7:30 a.m.-
4:15 p.m.
Registration Open
7:30 a.m.-
9:00 a.m.
Breakfast in the Marketplace
9:00 a.m.-
10:00 a.m.

Secure Might Actually Be Insecure

Jim Stickley, CEO, Stickley on Security

10:00 a.m.-
10:30 a.m.
Refreshment Break
10:45 a.m.-
11:45 a.m.

Concurrent Sessions – Series III

Session #1: Employment Law Update

Jon Light, Managing Attorney, LightGabler Law Firm


Session #2: Non Maturity Deposits and Interest Rate Risk Management: Fact vs. Fear

Jeff Caughron, President and CEO, The Baker Group


Session #3: Omni-Channel Banking – Is the Branch Dead? Or is it the Future?

John Hyche, Senior Vice President / Principal, LEVEL5


Session #4: CEO Peer Exchange – Banking Hot Button Topics

Karl Nelson, President, KPN Consulting

11:45 a.m.-
1:15 p.m.

Lunch, Presentation and Committee Member of the Year Award

Luncheon Keynote: Leading With Payments, Actually Winning! 

Sundeep Kapur, Founder, Digital Creedence

1:30 p.m.-
2:30 p.m.

2017 Economic Outlook

Dr. Chris Thornberg, Founder, Beacon Economics

2:30 p.m.-
2:45 p.m.
2:45 p.m.-
3:45 p.m.

Concurrent Sessions – Series IV

Session #1: The CEO with the Most Bench Strength Wins! Where Talent Management meets Employee Engagement 

Nicole Sherman, SVP, Retail Administration, Columbia Bank


Session # 2: M&A Best Practices for CFOs – Are You Ready?

Kristine Hoeflin, Partner, Moss Adams

Travis Smith, Partner, Moss Adams

Donovon Trone, Partner, Moss Adams


Session #3: Legislative and Regulatory Update

Leland Chan, SVP, General Counsel, California Bankers Association

Kevin Gould, SVP, Director, State Government Relations, California Bankers Association

3:45 p.m.-
5:00 p.m.
Personal Time
5:30 p.m.-
6:30 p.m.
Convention Reception
6:30 p.m.-
9:00 p.m.
Convention Dinner and Casino Games

Saturday, May 6, 2017

7:30 a.m.- 9:30 a.m. Registration Open
7:30 a.m.- 9:00 a.m. Breakfast Buffet
9:30 a.m. Conference officially adjourns


Keynote Speakers

Mike Robbins, Expert in Teamwork, Leadership and Emotional Intelligence; Author; Former Professional Baseball Player

As an expert in teamwork, leadership and emotional intelligence, Mike Robbins delivers keynotes and seminars that empower people, teams and organizations to work together effectively and be more successful. He has inspired tens of thousands of people around the world to reach new levels of awareness and productivity, both personally and professionally. Through his speeches, seminars and writing, Mike teaches people important techniques that allow them to be more grateful, appreciative, and authentic with others and themselves.

His clients include some of the top organizations and institutions in the world: Google, Wells Fargo, Microsoft, Charles Schwab, Twitter, Deloitte, the U.S. Department of Labor, Gap, New York Life, Stanford University, Chevron, eBay, Kaiser, UC Berkeley, Genentech, the San Francisco Giants and many others.

Prior to his speaking, writing, and consulting career, Mike was drafted by the New York Yankees out of high school. He turned the Yankees down and instead chose to play baseball at Stanford University, where he pitched in the College World Series. He was drafted by the Kansas City Royals out of Stanford and played three seasons of professional baseball with the Royals organization before arm injuries ended his playing career while still in the minor leagues.

After his athletic career was, Mike worked in sales and business development for two Internet start-ups. When the dotcom
bubble burst in 2000 and he was laid off, it allowed him to follow a deeper passion – empowering and inspiring people – and opened the door for him to start working full time as a speaker, author and coach.

Jim Stickley, CEO of Stickley on Security

Jim Stickley has stolen credit cards, hacked Social Security numbers, robbed banks, created fake ATMs, broken into armed government facilities and stolen from teenagers. Fortunately for all victims involved, Jim is a cybersecurity expert with over 20 years in the industry who was hired to perform these attacks by corporations testing their security, and new agencies interested in knowing just how easy it is to commit identity theft. His job is to find security flaws before the real criminals find them and educate people and organizations about what they can do to protect themselves. 

Today Stickley is the CEO of Stickley on Security and can be seen throughout the United States where he serves as an entertaining speaker for corporations, security-related conferences, seminars and forums, covering topics that range from basic identity theft to national cyber terrorism.

Chris Thornberg, Founding Partner of Beacon Economics

Chris Thornberg is a founding partner of Beacon Economics and widely considered to be one of California’s leading economists. An expert in economic forecasting, regional economics, labor markets, economic policy and industry and real estate analysis, he was one of the earliest and most adamant predictors of the sub-prime mortgage market collapse and of the global economic recession that followed in 2008. Between 2008 and 2012 he served as a chief economic advisor to the California state controller’s office and was chair of Controller John Chiang’s council of economic advisors.

Sundeep Kapur, Founder, Digital Creedence

Sundeep Kapur is an educator. After 24 years in corporate America as a business and technology consultant, he returned to his passion – teaching brands best practices so they can achieve the same success. Interaction with more than 500 brands in 2016 have highlighted the top challenges facing financial institutions. Sundeep seeks to address these challenges by offering innovative, yet pragmatic approaches. His OMNI-channel expertise has helped chart the course to success at many brands. This practical approach draws from engagements across industry – retail, sports, entertainment, travel, technology, education and financial services.

Sundeep’s specialty lies in consumer engagement across multiple channels. A financial institution can be successful if they can engage the consumer with relevant messages across channel. “Keep it relevant, keep them engaged, and you will nurture your way to be the primary financial institution.”

He is an industry-recognized expert who has delivered keynotes, run panels, and delivered “relevant, inspirational, and outstanding” education for organizations around the world. In addition to direct work with clients, he writes articles for magazines, teaches yoga, and is invited to speak at a number of financial conferences.

For a complete list of conference speaker bios and session descriptions, please download the CBA Events mobile app, available in the iTunes store and Google Play. 


Park Hyatt Aviara

7100 Aviara Resort Drive
Carlsbad, California

(760) 448-1234


Hotel accommodations can be made by calling the Park Hyatt Aviara central reservations department at 1-888-421-1442. The CBA rate is $269, single or double occupancy, plus taxes and a discounted resort services fee of $20* per night. Please make your reservations by Tuesday, April 11, 2017. Rooms are limited and may sell out before this date. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates.

Dress code for Convention is business casual during educational sessions. 

*The resort services fee has been reduced for this event, to $20/night, and includes Wireless High Speed Internet Access in Guest Rooms, Lobby and Pool Areas, 24-hour Business Center, Airline Boarding Pass Print Services,  Full service 24-hour Fitness Center


Valet parking is offered for $35 per evening; self-parking is not accessible


Early-bird Registration Fees through Friday, April 14, 2017

Fax registrations will be accepted, but payment must be received before the event start date.

CBA Member Bank


Spouse Fee


Registration Fees after Friday, April 14, 2017

CBA Member Bank or Law Firm


CBA Affiliate Member


Non-member Bank


Spouse Fee



NEW for 2017! One-day registration fee, Members only


Fax registrations will be accepted, but payment must be received before the event start date.

Cancellation Policy

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if written notice is received by April 5, 2017, and 50 percent if by April 14, 2017. No refunds will be provided after April 14, 2017. Registrations made on or after April 14, 2017 are not subject to refund.

Sponsor/Exhibitor Information

For information and pricing, please download the Marketplace Information – Sponsor/Exhibitor Opportunities brochure under ‘RESOURCES’ on the upper right and then contact:

Rosemary Mignano 
Manager Sponsors, Exhibitors and Member Development 

(916) 438-4435

A few reasons your organization should sponsor or exhibit:

  • 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