Annual Conference & Directors Forum

Overview

2024 Annual Conference & Directors Forum
Fairmont Orchid, Hawaii
Island of Hawaii

Please join us on the beautiful island of Hawaii at the Fairmont Orchid, Hawaii for our 2024 Annual Conference & Directors Forum on April 19 – 22, 2024.

Please make sure and reserve your hotel room today.

Register Online

Interested in speaking at the 2024 Annual Conference & Directors Forum?
Submit your speaker submission HERE.

Hotel

Hotel

Fairmont Orchid, Hawaii
1 N Kaniku Dr
Waimea, HI 96743
(808) 885-2000
Check-In Time: 4:00 PM | Check-Out Time: 11:00 AM

Hotel accommodations can be made ONLINE HERE or by calling the Fairmont Orchid, Hawaii​ toll free at 1 (800) 257-7544 or (808) 885-2000. Please mention the California Bankers Association (CBA) to receive the special group rate. The group rate is starting at $449/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date is Monday, March 18, 2024. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

*For reservations cancelled or shortened within 30 days prior to arrival, individuals will be responsible for 100% of room revenue, per the original reservation, to be billed to the individual credit card on file.*

Resort Fee: Please note there will be a daily resort charge of $20 per room/per night, plus applicable state and local tax and hotel occupancy tax (discounted from $35), to cover the following items (which are subject to change without notice):

  • Self-parking for one vehicle per room (Fairmont Gold guests receive valet parking for one vehicle per room)
  • Shuttle bus service within the Mauna Lani Resort area
  • Unlimited basic Wi-Fi access in guest rooms and resort public areas
  • ALL – Accor Live Limitless members receive an upgrade to premium speed Internet access and ALL Platinum members receive $20 credit toward Spa services
  • Local, domestic, long distance (USA & Canada) and 1-800 access calls from guest rooms
  • 45 minute photo shoot on the scenic grounds of Fairmont Orchid with Pacific Dream Photography (subject to space availability with the option to purchase photos)
  • 10% discount on Keiki Aloha Full Day Adventure
  • 10% discount on the published price of the Hawai’i Loa Luau
  • Two (2) bottles of water in room, refreshed daily

Experiences exclusive to hotel guests include the following

  • Stargazing sessions courtesy of Star Gaze Hawai’i, which offer guests a personal guided tour of the constellation (weekly)
  • Storytelling sessions which share the legends and lore unique to the Island of Hawai’i (weekly)
  • Hui Holokai Beach Club Activities (subject to change based on the time and day) including hula lessons, petroglyph hikes, turtle talk session, ti leaf lei making, ‘ukulele lessons, introduction to Hawaiian Outrigger Canoe Paddling and coconut palm frond weaving
  • Snorkel equipment rental (based on two sets per room, per day – resort use only)
  • Special seasonal activities and resort programming (please see seasonal activity guide and resort guide)

*Resort charge inclusions and pricing are subject to change without notice

Agenda

Agenda

*All times listed below are in local time.

Friday, April 19, 2024
6:45 AM – 7:45 AM Golf Tournament Breakfast/Check In
(Mauna Lani South Course​)
7:45 AM Golf Tournament – 
Golf Pros will lead the Golf Group out to their starting hole 
(Mauna Lani South Course​)
8:00 AM – 1:00 PM Golf Tournament – Shotgun Start
(Mauna Lani South Course​)
2:00 PM – 4:00 PM Registration Open
2:00 PM – 4:00 PM Exhibitor Setup
4:30 PM – 5:30 PM Welcome Reception “Toes in the Sand”
  Evening Open for Vendor Dinners
Saturday, April 20, 2024
8:00 AM – 4:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
8:00 AM – 3:30 PM Marketplace Open
9:00 AM – 10:00 AM Welcome & Opening General Session
 
10:00 AM – 10:30 AM Morning Refreshment Break & Dedicated Marketplace Time
10:30 AM – 10:45 AM General Session

Vendor Showcase
 
10:45 AM – 11:45 AM General Session

Regulator Panel

Panelists:
Paul Worthing, Regional Director, San Francisco Region, FDIC
Karen Boehler, Deputy Comptroller for the West and Midwest Regions, OCC
Joe Lozano, Vice President, Division of Financial Institution​, Supervision + Credit, FRBSF

Moderated by:
- Stan Ivie, EVP, Head of Government and Regulatory Affairs, Banc of California
11:45 AM – 1:00 PM Lunch & Marketplace Time
12:15 PM – 1:00 PM Regulator One-on-One Meetings
​(By Appointment Only)
*Please note, these appointments are for registered bankers only*
Register Here for Your Regulator Appointment
1:00 PM – 2:00 PM General Session
 
2:15 PM – 3:15 PM General Session

Legislative Update

Jason Lane
Senior Vice President, Director of Government Relations
California Bankers Association

Melanie Cuevas
Vice President of Government Relations
California Bankers Association
3:15 PM – 3:30 PM Afternoon Break & Dedicated Marketplace Time
3:30 PM – 4:30 PM General Session

M&A Panel

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods, A Stifel Company

Kathy Moe Lonowski
Regulatory/Banking Executive


Michael Reed
Partner
Covington
  Evening Open for Vendor Dinners
Sunday, April 21, 2024
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)
*Please note, these appointments are for registered bankers only*
Register Here for Your Regulator Appointment
8:30 AM – 8:45 AM General Session

Vendor Showcase
 
8:45 AM – 10:00 AM General Session

CRE Panel & Economic Update
 
10:00 AM – 10:30 AM Morning Refreshment Break & Dedicated Marketplace Time
10:00 AM – 10:30 AM Regulator One-on-One Meetings
​(By Appointment Only)
*Please note, these appointments are for registered bankers only*
Register Here for Your Regulator Appointment
10:30 AM – 11:15 AM Learning Sessions
 
  Learning Session #1

Managing Liquidity Risk in Turbulent Waters

Mark Haberland
Managing Director
Darling Consulting Group

Max Damm
Managing Director

IntraFi
  Learning Session #2

Climate Risk and Opportunity Management

Frances Janes
Industry Relations and Partnerships Director
Beneficial State Foundation
  Directors Track

Succession Planning

Panelists:
- Aaron Axton, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
- Russ Colombo, Former President & CEO, Bank of Marin and Bank of Marin Bancorp; Director – Bank of Marin and Bank of Marin Bancorp
- Mike Lasher, President, Community Commerce Bank
11:30 AM– 12:15 PM General Session

ABA President & CEO Remarks

Rob Nichols

President & CEO
American Bankers Association
12:15 PM – 1:30 PM Lunch & Marketplace Time
12:30 PM – 1:30 PM Regulator One-on-One Meetings
​(By Appointment Only)
*Please note, these appointments are for registered bankers only*
Register Here for Your Regulator Appointment
1:30 PM – 2:15 PM General Session

Maui Relief Efforts

Bryan Luke
President & CEO
Hawaii National Bank


Dan Bailey
EVP & Chief Banking Officer
Tri Counties Bank
2:15 PM – 2:45 PM Afternoon Break & Dedicated Marketplace Time
2:45 PM – 3:45 PM Peer Networking with pro-voke
  Evening Open for Vendor Dinners
Monday, April 22, 2024
7:30 AM – 3:00 PM Registration Open
7:30 AM – 8:30 AM Breakfast
7:30 AM – 1:15 PM Marketplace Open
8:30 AM –   8:45 AM Exhibitor Prize Drawings
8:45 AM – 9:45 AM General Session

M&A Panel

Moderated by:
- Peter Buck, Managing Director, Piper Sandler
9:45 AM – 10:00 AM Morning Refreshment Break & Dedicated Marketplace Time
10:00 AM – 10:45 AM Learning Sessions
 
  Learning Session #1

New Community Reinvestment Act Regulations

Brian Montgomery
Senior Counsel
Pillsbury
  Learning Session #2

Evolution of CRE & Credit - 
Recent Stories from a Loan Review Backpackers Journey


Steve Krase
Principal, Financial Services Consulting
Crowe LLP
  Directors Track

Director Compensation and Compensation Committee Best Practices

Mike Blanchard
CEO
Blanchard Consulting
11:00 AM – 12:00 PM Director Peer Exchange Session
11:00 AM – 12:00 PM Mid-Sized Bank Peer Exchange
11:00 AM – 12:00 PM Community Bank Peer Exchange
12:00 PM – 1:15 PM Lunch
1:15 PM Exhibitor Tear Down
1:15 PM – 2:00 PM Learning Sessions
 
  Learning Session #1

Navigating Economic Uncertainty and Regulatory Landscapes:
Strategies for Resilient Special Asset Management


Panelists:
Rob McWhorter, Shareholder, Buchalter
- Cary Calkin, SVP, Special Assets, Sunwest Bank
- Ron Scribner, Vice President, Director, Consumer/Business Banking Special Assets, Tri Counties Bank
  Learning Session #2

AI Unleashed: Transforming Banking in the Digital Era

Eric Devine
President & CEO
Vitex
  Directors Track

Effective Governance and the Internal Audit Function​

Noory Song
Senior Manager
Moss Adams

Chris Wetzel
Director
Moss Adams
2:00 PM – 2:15 PM Afternoon Break
2:15 PM – 3:00 PM Learning Sessions
 
  Learning Session

Data-Driven Banking: Unlocking the Power of Analytics for Growth and Success

David Heneke
Principal
CLA

Joshua Juergensen
Principal
CLA
3:15 PM – 4:15 PM Closing General Session

 
5:00 PM – 5:30 PM Farewell Reception
5:30 PM – 8:00 PM Farewell Dinner

 

Speakers

Stan Ivie
EVP, Head of Government and Regulatory Affairs
Banc of California, N.A.
Chairman - California Bankers Association

Mr. Ivie is executive vice president, head of government and regulatory affairs at Banc of California, N.A. Prior to joining the company, Mr. Ivie was executive vice president, chief risk officer of PacWest Bancorp and Pacific Western Bank. Prior to joining PacWest Bancorp and Pacific Western Bank in March 2016, Mr. Ivie served as the regional director for the Federal Deposit Insurance Corporation’s (FDIC) San Francisco Region since April 2007. Prior to becoming the regional director for the San Francisco Region, Mr. Ivie was regional director for the FDIC’s Dallas Region.

Speakers

Paul Worthing
Regional Director, San Francisco Region
FDIC

Paul Worthing serves as the Regional Director in the San Francisco Region of the Federal Deposit Insurance Corporation (FDIC).  He has been with the FDIC for over 33 years and is responsible for the supervision and oversight of financial institutions in 11 Western States and the territories of Guam and the Federated States of Micronesia.

Speakers

Karen Boehler
Deputy Comptroller for the West and Midwest Regions
OCC

Karen Boehler is the Deputy Comptroller for the West and Midwest Regions of the Office of the Comptroller of the Currency (OCC).

In this role, Ms. Boehler is responsible for the supervision of over 300 institutions located in 22 states with assets totaling $297 billion. She is based in Denver, Colorado, and supervises a staff of nearly 350 people, who operate out of 24 office locations. She took on these duties in January 2021.

Speakers

Jason Lane
Senior Vice President, Director of Government Relations
California Bankers Association

Jason Lane is senior vice president, director of government relations for the California Bankers Association and manages California state tax policy for the association, which involves analyzing legislation and regulatory activity, and the development of policy positions for the association. Lane is one of three lobbyists at CBA and, in addition to his primary focus on taxation, he also lobbies on behalf of the association on issues related to the state budget, and consumer lending legislation.

Speakers

Kathy Moe Lonowski
Regulatory/Banking Executive

Ms. Lonowski possesses over 38 years of banking regulatory experience, holding several executive positions during her career. She recently retired from her position as Regional Director at the Federal Deposit Insurance Corporation (FDIC), San Francisco Region, which she held since 2016. She joined the Boards of Discover Financial Services, and its subsidiary, Discover Bank, and serves on the Risk Oversight Committee. She is also a Board member of Pacific Coast Bancshares Board, and its subsidiary PCBB.

Speakers

Michael Reed
Partner
Covington

Michael Reed advises on public and private transactional, strategic, regulatory, compliance, corporate finance and disclosure matters. He represents publicly and privately held companies and private equity firms, with an emphasis on financial institutions, fintech companies and diversified companies.

Speakers

Bryan Luke
President & CEO
Hawaii National Bank

Bryan Luke is the President & CEO of Hawaii National Bank. He has more than two decades of experience in finance, previously serving as the bank’s chief operating officer and in roles at Standard & Poor’s and PricewaterhouseCoopers. Bryan serves on various local and national banking industry committees and boards, and is also involved in community boards such as the Hawaii Community Reinvestment Corporation; the Pacific and Asian Affairs Council; the Rehabilitation Hospital of the Pacific; and the Chamber of Commerce of Hawaii.

Speakers

Dan Bailey
EVP & Chief Banking Officer
Tri Counties Bank

Dan Bailey is the EVP & Chief Banking Officer at Tri Counties Bank.

Bailey joined Tri Counties Bank as the Executive Vice President, Retail Banking & Bank Operations, in 2007, and was promoted to Chief Retail Banking Officer in 2015. Prior to joining Tri Counties Bank’s executive team, Bailey spent more than 15 years at Wells Fargo Bank, the majority of his time as SVP & Market President, with responsibility for retail branches from Sacramento north to the Oregon border.

Speakers

Peter Buck
Managing Director
Piper Sandler

Peter Buck is a managing director in the financial services group at Piper Sandler.

Previously, he was a managing director in the investment banking group of Sandler O’Neill & Partners, L.P. where he provided merger and acquisition, capital raising and overall strategic planning advice for financial institutions nationwide.

Speakers

Mark Haberland
Managing Director
Darling Consulting Group

With over 25 years of experience in balance sheet and model risk management, and hands-on experience in audit and leading the operations of DCG’s Financial Analytics Department, Mark has unique expertise for optimizing and “right-sizing” risk management in the community, mid-size, and large banking space.

Speakers

Max Damm
Managing Director
IntraFi

Max Damm is a Managing Director at IntraFi, covering banks in California, Hawaii, and Alaska. Max has more than 24 years of experience in financial services, working at national and community banks along the way. As Managing Director, Max works hand in hand with banks on numerous activities including C-level deposit strategy, liquidity management, new product rollout, sales training, and end client education. Max studied at American University in Washington, DC and is a proud husband and father to two young boys.

Speakers

Francis Janes
Industry Relations and Partnerships Director
Beneficial State Foundation

Francis leads the foundation’s industry relations strategy and develops partnerships to advance the field of social impact banking. Francis developed a strong understanding of the social and environmental impact of values-based banking while serving in the role of Vice President for Beneficial State Bank in the Seattle marketplace. He enjoys gardening, science fiction movies, musicals and hosting gourmet dinner parties.

Speakers

Russ Colombo
Former President & CEO, Bank of Marin and Bank of Marin Bancorp
Director - Bank of Marin and Bank of Marin Bancorp

Mr. Colombo served as President, CEO and Director from July 2006 through May 2021, at which point he relinquished the President role and continued in the role of CEO and Director. Mr. Colombo retired from the Bank in October 2021 and is continuing to serve as a Director. He currently serves on the Bank’s Asset/Liability Committee and is a past member of the Executive Committee and the Bank’s Wealth Management and Trust Services Committee.

Speakers

Steve Krase
Principal, Financial Services Consulting
Crowe LLP

Steve Krase is a principal in the consulting group at Crowe. He specializes in commercial credit analysis and loan review services. Steve has more than 15 years of experience providing services related to loan portfolio reviews, bank due diligence, credit administration processes, internal loan review functions, and ALLL review and consulting.

Speakers

Mike Blanchard
CEO
Blanchard Consulting

Michael Blanchard is the CEO of Blanchard Consulting Group. He has extensive experience in the human resources field and has conducted or supported over 500 compensation planning, market research, and organizational development projects over the past twenty-five years, with over twenty years specific to the banking industry.

Speakers

Rob McWhorter
Shareholder
Buchalter

Rob McWhorter is a Shareholder in Buchalter’s Sacramento office, and is a member of the Firm’s Litigation Practice Group. He is the Chair of Sacramento’s Litigation Practice Group. His practice focuses on representing financial institutions and business entities in commercial, business and bankruptcy litigation.

Speakers

Eric Devine
President & CEO
Vitex

Eric Devine is the President & CEO of Vitex where he brings a highly motivated, fiscally conscious, and goal driven atmosphere. In tandem, Eric is a contract negotiation expert with additional focuses on banking technology and operations. With his immense business, banking, and technical backgrounds, Eric has a deep understanding of what it takes to be a leader within the management spectrum and optimize banking infrastructure to ensure daily operational success.

Speakers

Noory Song
Senior Manager
Moss Adams

Noory has been working with financial institutions since 2005. His experience is focused in finance, accounting, operations, compliance, and risk management with specialties in the review of the Bank Secrecy Act (BSA), regulatory compliance, residential mortgage/commercial lending, and asset quality reviews. Noory devotes his time to consulting with financial institutions on operational and regulatory compliance matters, performing and managing operational audits and regulatory compliance reviews, and conducting risk assessments and anti-money laundering audits.

Speakers

Chris Wetzel
Director
Moss Adams

Chris has provided compliance consulting and internal audit services since 2003. He performs and leads internal audit, compliance, and IT consulting engagements across the financial services industry.

Chris devotes most of his time to the Bank Secrecy Act (BSA), IT controls, information security and cybersecurity, FDIC Improvement Act (FDICA) compliance, and electronic payments.

Speakers

David Heneke
Principal
CLA

David is a principal with the financial institutions group, dedicated to certified audits, directors’ examinations, internal audits, and general control reviews. David began his career with CliftonLarsonAllen in 2005, and has twelve years of experience working with financial institutions.

Speakers

Joshua Juergensen
Principal
CLA

Joshua joined CLA in 2007 in the financial institutions group. Josh devotes 100 percent of his time serving financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services for community banks. 

Sessions

Regulator Panel

This year’s Regulator Panel will include the following panelists: Paul Worthing, Regional Director, San Francisco Region, FDIC; Karen Boehler, Deputy Comptroller for the West and Midwest Regions, OCC; & Joe Lozano, Vice President, Division of Financial Institution​, Supervision + Credit, FRBSF.

Sessions

Legislative Update

This session will provide attendees with the latest legislative updates in the state of California as well as any national updates that are top of mind for those in the banking industry.

Sessions

M&A Panel

Don’t miss our M&A Panel with Jeff Wishner, Managing Director at KBW, and Michael Reed, Partner at Covington. Drawing on their extensive expertise, Jeff will delve into current trends, challenges, and opportunities in M&A, providing insights from successful transactions. Michael, a seasoned legal expert, will navigate the legal intricacies, offering valuable perspectives on compliance and risk management. This session promises an engaging dialogue on market dynamics, regulatory considerations, deal structuring, and best practices for successful M&A outcomes. Attendees will gain actionable insights, participate in discussions, and explore the evolving landscape of M&A in the banking sector. Don’t miss this opportunity to learn from industry leaders and enhance your strategic understanding of M&A in the financial services industry.

Sessions

CRE Panel & Economic Update

Dive into the Commercial Real Estate (CRE) landscape with our panel of experts, featuring an insightful economic update. Explore market trends, industry challenges, and economic forecasts shaping the CRE sector. Gain valuable perspectives to make informed decisions in navigating the evolving landscape of commercial real estate.

Sessions

ABA President & CEO Remarks

Join Rob Nichols, President & CEO of the ABA, for a crucial session on the current and future state of banking. Rob Nichols will share his insights on challenges, opportunities, and strategic priorities shaping the trajectory of the American banking landscape. As the industry responds to economic shifts and technological advancements, Nichols’ comprehensive overview covers regulatory outlook, innovation, and the role of community banks. Gain valuable insights into the ABA’s advocacy efforts. This must-attend session provides a roadmap for navigating the evolving dynamics of the financial services industry, offering a deeper understanding of the forces shaping the banking landscape and ABA’s strategic priorities.

Sessions

Maui Relief Efforts

In the wake of recent challenges faced by Maui, join us for an important session focusing on the critical role that banks play in supporting relief efforts and fostering community resilience. We are honored to host Bryan Luke, President & CEO of Hawaii National Bank, and Dan Bailey, EVP & Chief Banking Officer of Tri Counties Bank, as they share their experiences and insights into navigating community relief efforts in the aftermath of challenging events.

Sessions

M&A Panel

Join Peter Buck, Managing Director at Piper Sandler, as he moderates an engaging M&A panel discussion. Hear industry experts dissect trends, challenges, and opportunities in mergers and acquisitions. Gain valuable insights into navigating the complexities of deal-making in today’s dynamic market landscape.

Sessions

Managing Liquidity Risk in Turbulent Waters

Following a period of pronounced market rate increases, ongoing economic uncertainty and bank failures, examiner concerns over liquidity risk management practices – both operationally and strategically – are expectedly elevated.

Join DCG Managing Director Mark Haberland as he discusses the rapidly evolving landscape for liquidity risk monitoring and stress testing, including heightened regulatory expectations for advanced scenario design, assumption development and support, model performance backtesting, contingency planning, and operational and contingency readiness. Don’t confuse strong liquidity with a sound liquidity risk management process – be ready for heightened expectations by taking action today!

Sessions

Climate Risk and Opportunity Management

Boards and senior leadership teams have an important role to play as banks take steps to address both the physical and economic transition risks driven by climate change. Financial institutions face increased calls for information and progress on climate issues from a broad swath of stakeholders including regulators, investors, customers, employees, NGOs and communities. In California, the threats to business as usual from climate change include wildfires, drought, flooding and extreme heat. These events and conditions pose risks to the viability of bank lending and investment portfolios. As board oversight responsibility expands to governance over climate-related risks and opportunities, it is critical for directors to ensure they are well-positioned to address these new challenges. Senior leadership must also begin to integrate climate risk into existing enterprise risk management systems and processes.

Sessions

Succession Planning

Embark on a deep dive into Succession Planning with our expert panel featuring Aaron Axton (KBW), Russ Colombo (Bank of Marin and Bank of Marin Bancorp), and Mike Lasher (Community Commerce Bank). Learn from Aaron’s strategic insights at KBW, Russ’s firsthand experiences navigating leadership transitions, and Mike’s perspectives on talent cultivation. This session covers crucial topics such as identifying and nurturing leaders, aligning development with goals, and managing transitions effectively. Whether you’re an executive, board member, or professional interested in succession planning intricacies, gain valuable strategies to build a resilient leadership pipeline. Engage with industry leaders and enhance your understanding of organizational success in banking.

Sessions

New Community Reinvestment Act Regulations

Join Brian Montgomery, Senior Counsel at Pillsbury, as he provides insights into the latest Community Reinvestment Act regulations. Explore key updates impacting community development, lending, and investment strategies. Gain practical guidance to navigate these changes effectively and optimize your organization’s community reinvestment efforts.

Sessions

Evolution of CRE & Credit – Recent Stories from a Loan Review Backpackers Journey

Explore the changing dynamics of Commercial Real Estate (CRE) and credit as Steve Krase, Principal at Crowe, shares recent stories and insights from his extensive loan review experiences. Join us for an engaging session covering market trends, credit risk management strategies, and emerging best practices. Gain practical insights to navigate the evolving landscape of CRE lending, directly from the field experiences of a seasoned financial services consultant.

Sessions

Director Compensation and Compensation Committee Best Practices

Join CEO Mike Blanchard of Blanchard Consulting for an exploration of director compensation and best practices for compensation committees. Gain key insights into effective strategies to optimize director compensation structures, aligning them with industry benchmarks and regulatory guidelines. This session is essential for board members, executives, and those focused on governance excellence in the banking sector.

Sessions

Navigating Economic Uncertainty and Regulatory Landscapes: Strategies for Resilient Special Asset Management

Discover resilient strategies for special asset management amid economic uncertainty and regulatory challenges. Rob McWhorter (Buchalter), Cary Calkin (Sunwest Bank), and Ron Scribner (Tri Counties Bank) share insights on building adaptability. This session, tailored for finance professionals, provides an exploration of legal, banking, and operational perspectives. Learn how to thrive in the evolving financial landscape with actionable takeaways to bolster your special asset management practices.

Sessions

AI Unleashed: Transforming Banking in the Digital Era

Embark on a journey with Eric Devine, President & CEO of Vitex, as he unveils the power of AI in reshaping the banking landscape. Explore cutting-edge strategies, innovative applications, and real-world insights into the pivotal role of artificial intelligence in navigating the digital era. Join this dynamic session to gain a comprehensive understanding of how AI is revolutionizing banking practices, enhancing customer experiences, and driving strategic growth in the ever-evolving financial landscape.

Sessions

Effective Governance and the Internal Audit Function

Corporate governance provides a framework of rules, practices, and processes by which a company is directed and controlled. It involves balancing the interests of a company’s many stakeholders, including shareholders, management, customers, regulatory agencies, and the community it serves.

Internal audit plays a crucial role in corporate governance by providing independent and objective assurance to the organization’s board of directors and senior management. It is designed to promote transparency and accountability within the organization by assessing the effectiveness of the organization’s risk management and internal control processes. It also helps to ensure that operational procedures are effective, efficient, and compliant with relevant laws and regulations.

Sessions

Data-Driven Banking: Unlocking the Power of Analytics for Growth and Success

In this presentation, we will explore the untapped potential of data analytics in the banking industry. Despite having access to vast amounts of data on customer spending habits, many banks fail to leverage this information to drive growth and make informed decisions. With the increasing importance of analyzing large amounts of data in a short amount of time, effective data analytics has become critical in today’s business environment.

Credits

CPE Credits

The 2024 Annual Conference and Directors Forum will be offering 15.5 CPE credits.

The California Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Mobile App

Mobile App

We will be utilizing the California Bankers Association app at our 2024 Annual Conference & Directors Forum. Download the app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the conference, and much more. Simply search “California Bankers Association” in either the Apple App Store or the Google Play Store to download today. Once you are registered for the conference you will receive log-in instructions with the access code at a later date.

Golf

Golf

The 2024 Annual Conference Golf Tournament will take place on the Mauna Lani South Course.

Mauna Lani South, is very popular with first time visitors to the Big Island of Hawaii in large due to its rich history with the internationally televised PGA Senior Skins Game that Mauna Lani South hosted for 11 consecutive years from 1990 through 2000 and included Jack Nicklaus, Arnold Palmer, Lee Trevino and Gary Player just to mention a few. One of the PGA tournament Camera Towers was located on the back of the Black Tee Box on the South Course Hole 15 and because of this, Hole 15 has since then grown to become one of the World’s most photographed “over-the-water” golf holes (photo attached). Many avid golfers have Hole 15 on the Mauna Lani South Course on their Bucket List. Additionally, the Mauna Lani South Course was awarded the 2022 #1 Public Golf Course in the United States by GolfPass.com.

The Mauna Lani Golf Course is located just steps away from the Fairmont Orchid.

Location:
Mauna Lani South Course
68-1050 Makaiwa Pl
Waimea, HI 96743
(808) 885-6655

Golf Registration includes the following:
- (1) Round of golf at the Mauna Lani South Course
- (1) Golf cart per two players
- Continental Breakfast
- Boxed Lunch
- (2) beverage tickets

Golf Club Rentals:
Players renting clubs will received a Fairmont Room charge for the Rentals of $85.00 + tax = $89.00 (tax included), on the day of the Tournament.

All rental requests must be submitted to CBA by Friday, April 12, 2024.

Rentals will be pre-loaded on the carts if ordered.

Agenda:
6:30AM – Driving Range, Putting Green & Pro-Shop Opens
6:45AM – 7:45AM – Check in with CBA Staff / Continental Breakfast Available
7:45AM – Golf Pros will lead the Golf Group out to their starting hole
8:00AM – Golf Tournament Kicks Off with Shotgun Start

CBA Staff will have a registration table at the pro shop to check-in the players. We will also have a final list of the golf pairings as a reference.

Prizes:

  • Team Scramble
  • Closest to the Pin – Men
  • Closest to the Pin – Women
  • Longest Drive – Men
  • Longest Drive – Women
  • Play Your Own Ball – Men
  • Play You Own Ball – Women

Price:
$300 per golfer

Cancellation Policy:
**Full refunds for golf will be granted if cancellation is received by Tuesday, March 19, 2024No refund if cancellations are received after Tuesday, March 19, 2024.**

Register Online

Pricing

Pricing

Pricing For Annual Conference Price
CBA Bank Member Regular $1,895
Bank Non-Member Regular $2,795
Guest Pass $795
Golf Tournament (per person) $300

Register Online

If you have any registration questions, please email Gina Titus at registrations@calbankers.com.

Cancellation Policy

Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Friday, March 15, 2024. No refund if cancellations are received after Friday, March 15, 2024. Substitutions welcome.

Regulator Appointments

Regulator Appointments

If you would like to make an appointment with one of the regulators during the conference, please click on the link below to sign up today. Please make sure and sign up soon as these limited spots will fill up quickly.

Regulators:
Paul Worthing, Regional Director, San Francisco Region, FDIC
Karen Boehler, Deputy Comptroller for the West and Midwest Regions, OCC
- Joe Lozano, Vice President, Division of Financial Institution​, Supervision + Credit, FRBSF

Register Here for Your Regulator Appointment

*Please note, these appointments are for bankers only*

Meet With CBA Staff

Meet With CBA Staff

If you would like to meet with CBA Staff during the conference, please click on the link below to sign up today. Please make sure and sign up soon as these limited spots will fill up quickly.

Register Here to Meet With CBA Staff

*These appointments are open for all registered attendees.

Guests

Guests

Guest Pass Includes:

- Welcome Reception (Friday, April 19 – 4:30 p.m. – 5:30 p.m.)
- Farewell Reception (Monday, April 22 – 5:00 p.m. – 5:30 p.m.)
- Farewell Dinner (Monday, April 22 – 5:30 p.m. – 8:00 p.m.)

- Access to all scheduled breakfasts, lunches, and refreshment breaks

If you have any registration questions, please email Gina Titus at registrations@calbankers.com.

Register Online

Cancellation Policy

Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Friday, March 15, 2024. No refund if cancellations are received after Friday, March 15, 2024. Substitutions welcome.

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Sponsorship Information

Sponsorship Information

If you are interested or would like more information, please contact:

Jennifer Fair
VP, Conferences and Strategic Partners
(916) 438-4416 or jfair@calbankers.com

A few reasons your organization should sponsor and/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 bank executives
  • Support the California Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry
Photos

Photos

Enjoy some photos from our 2023 Annual Conference: