2023 Annual Conference – Handouts
Click below to access session handouts
Handout links will be available as soon as they are received from speakers
*All times listed below are in local time.
**Agenda subject to change.
| Friday, May 5, 2023 | |
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| 2:30 PM – 5:00 PM | Registration Open |
| Saturday, May 6, 2023 | |
| 7:00 AM – 8:00 AM | Golf Tournament Breakfast (Wailea Golf Club – Emerald Course) |
| 8:00 AM – 1:00 PM | Golf Tournament – Shotgun Start (Wailea Golf Club – Emerald Course) |
| 1:00 PM – 4:30 PM | Registration Open |
| 2:00 PM – 4:00 PM | Exhibitor Setup |
| 5:00 PM – 6:00 PM | Welcome Reception |
| Evening Open for Vendor Dinners | |
| Sunday, May 7, 2023 | |
| 8:00 AM – 3:30 PM | Registration Open |
| 8:00 AM – 9:00 AM | Breakfast |
| 8:30 AM – 9:30 AM | Registered Guest Breakfast |
| 8:00 AM – 2:15 PM | Marketplace Open |
| 9:00 AM – 10:15 AM | Welcome & Opening General Session Intersections: Navigating the Roadmap of Strategy, Culture, and Brand Steve Campbell Founder + CEO pro-voke Mike Pendleton Co-Founder + Chief Creative Officer pro-voke |
| 10:15 AM – 10:45 AM | Morning Refreshment Break & Dedicated Marketplace Time |
| 10:45 AM – 11:45 AM | General Session Regulator Panel [No Slide Deck] Moderated by: - Stan Ivie, EVP & Chief Risk Officer, Pacific Western Bank Panelists: - Kathy Moe, Regional Director, FDIC - Karen Boehler, Deputy Comptroller for the West and Midwest Regions, OCC - Mongkha Pavlick, Senior Vice President, Supervision + Credit, FRBSF |
| 11:45 AM – 1:00 PM | Lunch & Marketplace Time |
| 12:15 PM – 1:00 PM | Regulator One-on-One Meetings (By Appointment Only) |
| 1:00 PM – 2:00 PM | Moderated Peer Exchange Session Moderated by Kevin Gould & Stan Ivie |
| 2:00 PM – 2:15 PM | Afternoon Break & Dedicated Marketplace Time |
| 2:15 PM – 3:15 PM | General Session Legislative Update - Kevin Gould, EVP & Director of Government Relations, California Bankers Association - Jason Lane, VP & Deputy Director of Government Relations, California Bankers Association - Melanie Cuevas, VP of Government Relations, California Bankers Association |
| Evening Open for Vendor Dinners | |
| Monday, May 8, 2023 | |
| 7:30 AM – 3:00 PM | Registration Open |
| 7:30 AM – 8:30 AM | Breakfast |
| 7:30 AM – 2:45 PM | Marketplace Open |
| 8:00 AM – 8:30 AM | Regulator One-on-One Meetings (By Appointment Only) |
| 8:30 AM – 9:30 AM | General Session Economic Update Lindsey Piegza Chief Economist Stifel |
| 9:30 AM – 10:00 AM | Morning Refreshment Break & Dedicated Marketplace Time |
| 9:30 AM – 10:30 AM | Regulator One-on-One Meetings (By Appointment Only) |
| 10:00 AM – 11:00 AM | Learning Sessions |
| Learning Session #1 Reinventing Community Banking – Top 3 Actions That Community Banks Must Take to Stay Relevant and Thrive Eric Devine President Vitex Nick Perfido Executive Vice President Vitex |
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| Learning Session #2 What Bank Executives Need to Know about the New CRA Rules Brian Montgomery Senior Counsel Pillsbury Deborah Thoren-Peden Partner Pillsbury |
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| Learning Session #3 Achieve More Value from your Planning Process by Linking Vision, Strategy and Execution Bryan Ridgway Director, Performance Management Solutions Empyrean Solutions Kenneth Levey Managing Director Empyrean Solutions |
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| 11:15 AM– 12:00 PM | ABA Chairman Remarks Dan Robb President & CEO Jonesburg State Bank Chairman of ABA |
| 12:00 PM – 1:30 PM | Lunch & Marketplace Time |
| 12:30 PM – 1:30 PM | Regulator One-on-One Meetings (By Appointment Only) |
| 1:30 PM – 2:30 PM | General Session What to Know & How to Grow in 2023 Carey Ransom Managing Director BankTech Ventures |
| 2:00 PM – 3:00 PM | Registered Guest Wine & Cheese Mixer |
| 2:30 PM – 2:45 PM | Afternoon Break & Dedicated Marketplace Time |
| 2:45 PM – 3:45 PM | Director Peer Exchange Session Hosted by Russ Columbo |
| 2:45 PM – 3:45 PM | Mid-Sized Bank Peer Exchange Hosted by Kevin McPhaill |
| 2:45 PM – 3:45 PM | Community Bank Peer Exchange Hosted by Todd Lewis |
| Evening Open for Vendor Dinners | |
| Tuesday, May 9, 2023 | |
| 7:30AM – 4:00 PM | Registration Open |
| 7:30 AM – 8:30 AM | Breakfast & Exhibitor Prize Drawings |
| 7:30 AM – 1:30 PM | Marketplace Open |
| 8:30 AM – 9:30 AM | General Session Landscape of Bank Valuation in 2023 with Investor Perspective Moderator: Peter Buck Managing Director Piper Sandler David Volk Director | Bank of Southern California Managing Principal | Castle Creek Capital LLC David Sandler Managing Director Piper Sandler |
| 9:30 AM – 10:00 AM | Morning Refreshment Break & Dedicated Marketplace Time |
| 10:00 AM – 11:00 AM | Learning Sessions |
| Learning Session #1 Risk Management Primer for the Board of Directors Mark Haberland Managing Director Darling Consulting Group |
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| Learning Session #2 Section 1071 – The Final Small Business Lending Data Collection Rule Michael Flynn Of Counsel Buchalter |
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| Learning Session #3 Present & Future Prospects of Community Banks Mike Dohren President PCBB |
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| 11:15 AM – 12:15 PM | Learning Sessions |
| Learning Session #1 How to Turn Your Fintech Investments Into Successful Business Lines Carol Hartman Managing Director Tassat Group Richard Booth Chief Compliance Officer Fortress Trust Company |
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| Learning Session #2 Can Safety Bring More Stability to Your Balance Sheet? Grow Loyal Relationships by Insuring Deposits Steve Kinner Senior Managing Director IntraFi Max Damm Managing Director IntraFi |
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| Learning Session #3 Utilizing Data Analytics and Automation Solutions to Move Your Organization Forward Craig Sanders Partner Moss Adams Noory Song Senior Manager Moss Adams |
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| 12:15 PM – 1:30 PM | Lunch |
| 1:30 PM | Exhibitor Tear Down |
| 1:30 PM – 2:30 PM | Learning Sessions |
| Learning Session #1 Post-Implementation Considerations in the New CECL World Joshua Juergensen Principal CLA David Heneke Principal CLA |
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| Learning Session #2 Corporate Governance in Today’s Environment: Top Issues and Hot Topics Zachary Davis Senior Associate Luse Gorman PC |
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| Learning Session #3 Climate Risk and Opportunity Management Francis Janes Industry Relations and Partnerships Director Beneficial State Bank |
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| 2:30 PM – 2:45 PM | Afternoon Break |
| 2:45 PM – 3:45 PM | Closing General Session Cybersecurity: Trends and What Can the Board Do [No Slide Deck] Moderated by: - Nicholas Jesi, Principal, Wolf & Company, P.C. Panelists: - Marty Sarkisian, VP of Sales, Meriplex - Sean Goodwin, Senior Manager, Wolf & Company, P.C. |
| 5:00 PM – 5:30 PM | Farewell Reception |
| 5:30 PM – 7:30 PM | Farewell Dinner |