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2018 Bank Presidents Seminar
The Four Seasons Biltmore • Santa Barbara, California

CBA’s only program exclusively for member bank presidents and CEOs. Senior leaders of California banks are invited to attend and share in informative sessions to discuss the ever-changing landscape of the financial services arena at the beautiful Four Seasons Biltmore in Santa Barbara.

*Please note our new schedule. Board activities will begin on Wednesday, January 10, and regular programming will begin Thursday, January 11. All registered guest are welcome to attend the Dessert and Nightcap Reception on Wednesday evening.

**Please note: the hotel room block at The Four Seasons Biltmore is now SOLD OUT. If you would like to be placed on the wait list, please call The Four Seasons Biltmore at (805) 565-8299. Please refer to the “Location” tab for alternative accommodation options.

CBA 2018 Bank Presidents Seminar Promo Video

The Four Seasons Biltmore Video

Agenda

*Tentative Agenda, subject to change* Please see the “Session Description” Tab for full session descriptions. 

Wednesday, January 10, 2018

12:00 p.m. – 5:00 p.m. Registration Open
Sponsored by Corrigan & Company
1:00 p.m. – 3:00 p.m. Banker Benefits Board Meeting
(Lunch Provided starting at 12:30 p.m.)
3:15 p.m. – 4:45 p.m. Executive Committee Meeting
6:00 p.m. – 8:30 p.m. CBA and Banker Benefits Board Reception and Dinner
Sponsored by Sandler O’Neill + Partners
8:30 p.m. Dessert and Nightcap Reception
Sponsored by The Baker Group
All registered guests are welcome to attend

Thursday, January 11, 2018

8:00 a.m. – 3:30 p.m. Registration Open
Sponsored by Corrigan & Company
8:00 a.m. – 10:00 a.m.

CBA Board of Directors Meeting (Breakfast provided)
Sponsored by Aldrich & Bonnefin 

9:45 a.m. – 10:15 a.m. Opening Refreshment/Coffee Bar
Sponsored by Interwest Insurance Services, Inc.
10:15 a.m. – 10:30 a.m.

Welcome Remarks 

Simone Lagomarsino, President & CEO

California Bankers Association

10:30 a.m. – 11:30 a.m.

The Bottom Line on Fintechs, Gen Y and Branch Transformation, and Why What You’ve Heard is Wrong

     Lee Wetherington
     
Director of Strategic Insight Jack Henry &
     Associates

11:45 a.m. – 12:45 p.m. Luncheon and Distinguished Banker of the Year Presentation
Luncheon Sponsored by PayNet Inc.
1:00 p.m. – 2:00 p.m. Facilitated Peer Networking Exchange for Bankers
2:00 p.m. – 2:30 p.m. Refreshment Break
Sponsored by Pillsbury Winthrop Shaw Pitman LLP
2:30 p.m. – 3:30 p.m. Breakout Sessions – Series I

    The Renaissance of Studying Deposits

     Preparing Banks for Faster
     Payments
3:45 p.m. – 4:45 p.m.

Breakout Sessions – Series II

   Incentive Compensation: Practical Ideas for
   Incenting the Right Behavior


   Cybersecurity: What Should Banks Know
   Today?

4:45 p.m. – 5:30 p.m. Free Time
5:30 p.m. – 6:30 p.m. Reception
Sponsored by Fitech Payments, LLC
6:30 p.m. – 8:30 p.m. Dinner/Entertainment
Sponsored by Keefe, Bruyette & Woods, A Stifel Company

Friday, January 12, 2018

7:00 a.m. – 11:30 a.m. Registration Open
Sponsored by Corrigan & Company
7:00 a.m. – 9:00 a.m. Breakfast
Sponsored by MJC Partners, LLC
8:00 a.m. – 9:00 a.m. Economic Outlook

     Dr. Robert Eyler
     President Economic Forensics &
     Analytics
9:00 a.m. – 10:00 a.m. Keynote Speaker
Sponsored by Federal Home Loan Bank of San Francisco
   
     Joseph Otting

     Comptroller of the Currency
10:00 a.m. – 10:30 a.m. Refreshment Break
Sponsored by Wells Fargo Bank, NA
10:30 a.m. – 11:30 a.m. Closing Keynote Speaker
Sponsored by Harland Clarke

Leading Successful Teams
     
     Tony La Russa
11:45 a.m. – 12:45 p.m. Lunches Available To-Go
Sponsored by Vitex, Inc.
12:45 p.m. Conference Adjourns

Scheduled Speakers

Tony La Russa

With three World Series titles and six pennants to his name, Tony La Russa is widely considered one of the best managers in Major League Baseball history, yet the insights he shares are bigger than baseball—leadership qualities and a relentless approach to preparation that inspire greatness in others.
 

 

Joseph Otting

Joseph M. Otting was sworn in as the 31st Comptroller of the Currency on November 27, 2017. 

Prior to becoming Comptroller of the Currency, Mr. Otting was an executive in the banking industry. He served as President of CIT Bank and Co-President of CIT Group from August 2015 to December 2015.

Mr. Otting previously was President, Chief Executive Officer, and a member of the Board of Directors of OneWest Bank, N.A. Prior to joining OneWest Bank, he served as Vice Chairman of U.S. Bancorp, where he managed the Commercial Banking Group and served on the Bancorp’s executive management committee. He also served as a member of U.S. Bank’s main subsidiary banks’ Board of Directors.

From 1994 to 2001, Mr. Otting was with Union Bank of California, where he was Executive Vice President and Group Head of Commercial Banking. Before joining Union Bank, he was with Bank of America and held positions in branch management, preferred banking, and commercial lending.

 

Lee Wetherington

Lee Wetherington is the director of strategic insight for Jack Henry & Associates, where he oversees the development of actionable insight and strategy for the financial services industry at large. He also writes and speaks extensively about emerging trends in fintech, payments and digital banking.
 

 

Robert Eyler, PhD

Dr. Robert Eyler is president of Economic Forensics and Analytics, specializing in public policy analysis for firms and governments. He is also dean of the School of Extended and International Education and Professor of Economics at Sonoma State University.

 

 

Jeffrey Reynolds

Jeffrey Reynolds is Managing Director at Darling Consulting Group with over 20 years of experience assisting financial institutions in the strategic management of balance sheet risks.


 

 

Bill Schoch

William Schoch is President & CEO of Western Payment Alliance, the nation’s oldest and one of the largest regional payments associations. He is responsible for developing and implementing strategic initiatives to grow the association and provide maximum value to its 1200 members through information, education, and advisory services. Bill was appointed to this position in 2008 and brings over twenty-five years of electronic payments experience.

 

Shawn Connors

Shawn Connors is a Partner Cyber Products and Solutions Leader at PwC with over 20 years of experience.

 

Jonice Gray Tucker

Jonice Gray Tucker represents corporate and individual clients in matters initiated by government regulators, as well as in private civil litigation and internal investigations. Ms. Tucker also counsels clients on compliance with consumer protection laws and supervision preparedness.
 

 

Thomas Pinder

Thomas Pinder is the Deputy General Counsel at the American Bankers Association and has over 20 years of experience as an attorney specializing in banking and finance with extensive experience litigating publicly prominent cases.

 

Session Descriptions

The Bottom Line on Fintechs, Gen Y and Branch Transformation, and Why What You’ve Heard is Wrong

Fintechs are disrupting banks! Branches are going away! Gen Y hates banks more than dentists! Wrong. Wrong. Wrong. The hype cycles distorting developments in technology and shifts in demographics can lead a bank astray strategically. Falling victim to hyperbole that hardens into “conventional wisdom” can do real damage to banks navigating the future of financial services. Join Lee Wetherington for the bottom line on fintechs, Gen Y, and branch transformation…and learn about the real challenges and opportunities ahead.

Lee Wetherington
Director of Strategic Insight
Jack Henry & Associates

Facilitated Peer Networking Exchange for Bankers

Join us for the opportunity to confer with your industry colleagues about the notable changes for banks that occurred in 2017; and, share your ideas and concerns about what may be ahead in 2018.

In order to encourage robust discussion, groups for this session will be organized by bank asset size.

Julianna Graham
SVP, Strategic Partners
California Bankers Association

The Renaissance of Studying Deposits

Non-maturity growth has been outpacing CD growth since 2009, and many are understandably uncomfortable that tide will turn and see some flow of “core deposits” back to CD’s. Understanding the potential sensitivities to deposits in this rising rate environment is critical to understanding your true risk position – but it’s also very challenging.

This session will address the critical role deposit assumptions play in risk models, and the best practice approach of how to develop and defend those assumptions. Going beyond the academic nature of the practice of deposit studies, we will review some of the most recent impact the rising rate cycle has had on deposit pricing and stability, the outlook for the months ahead in the face of FOMC uncertainty, and how utilizing deposit data to your advantage can pay significant dividends.

Take-aways/Learning Objectives:

  • Deposit trend observations to date
  • Expectations if the tightening cycle continues
  • How to utilize data to improve your understanding and management of depositor  behaviors
  • Targeting “stickiness” factors at the customer level to improve deposit stability
  • How the understanding of deposits should shape your asset strategy

Jeffrey Reynolds
Managing Director
Darling Consulting, Inc.

Preparing Banks for Faster Payments

2018 is shaping-up to be a banner year for modernization in payments, which will result in new revenue generating products and services for financial institutions. Mobile, fintech and cross-border migration and trade are all key drivers for payment innovation and having the appropriate infrastructure in place will be key to banks’ future success. Join this informative session to learn about the latest trends that are driving payments today and how you can stay ahead of the curve

Bill Schoch
Chief Executive Officer
Western Payments Alliance

Incentive Compensation: Practical Ideas for Incenting the Right Behavior

Incentive is defined as: Reward or promise of payment that encourages a person to take a certain action, behave better or work harder.  Learn how banks are avoiding unethical compensation practices and creating practical incentive compensation plans that reward employees and meet the bank’s strategic initiatives. Join this interactive discussion and take away practical tips for your bank’s compensation planning.

Jonice Tucker
Partner
Buckley Sandler, LLP

Thomas Pinder
Deputy General Counsel
American Bankers Association

Cybersecurity: What Should Banks Know Today?

In the ever-changing area of cybersecurity, how can CEOs plan for the unexpected? What strategic issues should they and their team be thinking about to anticipate the next data breach, hack or security intrusion.

Shawn Connors​
Partner, Cyber Products & Solutions Leader
PwC

Leading Successful Teams

Tony La Russa details the keys to his successful leadership—before, after and especially during the game—which can be applied at every level to help your team realize new heights of professional performance. Having inspired extreme loyalty from his players, he reveals the seldom-heard stories of why believing in each player’s ability, even when others did not, provided the platform for them to obtain amazing come-from-behind victories. La Russa has proven that studying the facts relevant to your business allows you to trust your instincts and is a powerful strategy that can lead to great achievement.

Tony La Russa

Who Attends

CBA member bank presidents and CEOs, by invitation only

Registration

Early Bird Registration Fees through December 19, 2017

CBA Member Bank                 $995

Accompanying Spouse Fee   $495

Regular Registration Fess after December 19, 2017

CBA Member Bank                 $1,345

Accompanying Spouse Fee   $495

 

If you have any registration questions, please contact:
registrations@calbankers.com

Location

The Four Seasons Biltmore
1260 Channel Drive
Santa Barbara, California 93108
(805) 969-2261 [Front Desk]
www.fourseasons.com/santabarbara/

The Four Seasons Biltmore Video

Accommodations - 

Please note: the hotel room block at The Four Seasons Biltmore is now SOLD OUT. If you would like to be placed on the wait list, please call The Four Seasons Biltmore at (805) 565-8299. Please refer below for alternative accommodation options.

Important Note: the Four Seasons has a 21-day cancellation policy and requires a fully non-refundable deposit of all nights’ room and tax to secure your reservation. Should you need to cancel, your cancellation must be received with 21-days prior to your confirmed arrival. Your confirmed reservation and the above cancellation policy will be provided in writing, via email, to you from the Four Seasons Resort, The Biltmore.

Since last year’s Bank Presidents Seminar and going forward, optional use of the Coral Casino Beach & Cabana Club along with its athletic club facilities, pool and café are subject to a daily additional charge of $200 per day. However, all participants and hotel guests may still dine at Tydes Restaurant (located inside the Club).  If interested, please confirm club reservations and daily pricing at the Biltmore front desk.

The Biltmore still maintains a heated pool, spa and fitness facility located on the grounds of the resort, at no additional charge. Confer with the front desk for operational hours.

 

 

Alternative Options for Accommodations

Please note: The CBA does not have a negotiated room rate at the following hotels.

Montecito Inn
1295 Coast Village Rd
Santa Barbara, CA 93108
(805) 969-7854
www.montecitoinn.com

The Fess Parker, Santa Barbara Hotel
a DoubleTree Resort by Hilton
633 East Cabrillo Blvd
Santa Barbara, CA 93103
(805) 564-4333
www.fessparkersantabarbarahotel.com

Kimpton Canary Santa Barbara
31 West Carrillo
Santa Barbara, CA 93101
(805) 884-0300 
www.canarysantabarbara.com

Sponsorship Information

If you are interested in sponsoring this event, contact the CBA events staff: Rosemary Mignano 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

Spouse Program

The spouse fee includes scheduled social gatherings and meal functions, including the dinner and entertainment on Thursday evening, breakfast on Friday morning as well as the grab and go lunch on Friday afternoon.

Luncheon Cooking Demonstration: Learn to Cook Four Seasons Style​

In a live demonstration on Thursday, January 11 from 11 a.m. – 2 p.m., our Chef will prepare a menu that reflects the flavors and products found locally in Santa Barbara. To delight your taste buds, all recipes prepared will be served following the demonstration.

Soup
Butternut Squash Soup with Crispy Sage




 

“The Spring Salad”
watercress, garden bean, red endive, mint asparagus, lollo rossa, celery, goji berries, basil, shaved carrots, watermelon radishes, grapes, pickled red onion, sherry vinaigrette

 

  • Fun way to learn how to build a versatile and creative but healthy spring salad
  • Interactive element: shaving vegetables, shucking English peas, tearing salads, PICKLING, dressing

Beet & Burrata Salad
Beet and Burrata Cheese with Goat Cheese Espuma, Toasted Walnuts



 

Chocolate and Salted Caramel Flourless Chocolate Cake
The Pastry Chef will pair a delicious cake with the menu (no demonstration)


 

Airfare

The following airlines have flights to Santa Barbara Municipal Airport: Alaska Airlines, United Airlines, Delta Airlines and American Airlines. Please consult your preferred travel search engine or provider for best airfares. CBA does not have a designated airline for this event.

Parking / Transportation

The resort offers complimentary day valet parking. Self parking surrounding the property is $19 per night, per vehicle and overnight valet parking is $31 per night, per vehicle.

If you are flying, you may use the Santa Barbara, Los Angeles or Burbank airports. The Santa Barbara Airport is approximately a 20-minute drive to the Four Seasons Biltmore. CBA has selected Budget car rental as the designated rental car company for the Bank Presidents Seminar. To obtain the promotional rate, call (800) 826-2090 and refer to CBA ID #U051957.

Special Dietary / Physical Needs

Any attendee with special dietary or physical needs should indicate so on the registration form.

Attire

Business Casual Attire during the day programming.

Cocktail Attire in the evening at the receptions and dinners.

Commands