Agenda

Agenda

*All times listed below are in local time.

**Agenda subject to change.

Wednesday, January 11, 2023
2:00 PM – 4:30 PM Registration Open
5:00 PM – 6:15 PM Welcome Reception & Silent Auction
  Evening Open for Vendor Dinners
Thursday, January 12, 2023
8:00 AM – 4:00 PM Registration Open 
(Closed during lunch: 11:30 a.m. – 1:00 p.m.)
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM Welcome & Opening General Session

A Current Perspective on Banking

Steve Brown
CEO
PCBB
10:00 AM – 10:30 AM Refreshment Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

Reimagine ALCO Strategies in the Current Environment

Frank Farone
Managing Director

Darling Consulting Group
  Learning Session #2

Stacking the Deck in Your Favor:
Secrets of High-Performing Banks


Sean Payant
Chief Strategy Officer
Haberfeld
11:30 AM – 1:00 PM Lunch

Guest Speaker:
Rob Nichols
President & CEO
American Bankers Association
1:00 PM – 2:00 PM General Session

Bank CEO Playbook to Benefit Shareholders in 2023 –
How to Rise Above the Competition in Turbulent Times


Peter Buck
Managing Director
Piper Sandler

David Sandler
Managing Director
Piper Sandler

Tim Myers
President & CEO
Bank of Marin Bancorp
2:10 PM – 3:10 PM Open Session with Pro-Voke (banker attendees only)
3:10 PM – 3:30 PM Afternoon Break
3:30 PM – 4:30 PM General Session

The Economic Outlook: 2023 and Beyond

Bill Conerly
Consultant, Speaker, Writer
Conerly Consulting LLC
4:30 PM – 5:30 PM Reception & Silent Auction
5:30 PM – 7:30 PM Dinner
Friday, January 13, 2023
8:00 AM – 12:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM General Session

Regulatory Discussion Panel

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

Kathy Moe
Regional Director
Federal Deposit Insurance Corporation (FDIC)


Michael Reed
Partner
Covington

Jared Wolff
President & CEO
Banc of California
10:10 AM – 11:10 AM General Session

A Political Update

Kevin Gould
EVP & Director of Government Relations
California Bankers Association


Glen Simecek
President & CEO
Washington Bankers Association


Moderator:
Barry Smith
Shareholder
Buchalter
11:10 AM – 11:25 AM Refreshment Break
11:25 AM – 12:25 PM Learning Sessions
  Learning Session #1

Learning the Magic Words: Demystifying Cybersecurity Jargon

Sean Goodwin
Senior Manager
Wolf & Company, P.C.
  Learning Session #2

Hedging Strategies to Complement Your Business Plan

Robert Perry
Principal
ALM First

Alec Hollis
Managing Director, ALM Strategy Group
ALM First
12:25 PM Conference Adjourns