*All times listed below are in PT

Tuesday, September 12, 2023
2:00 PM – 5:00 PM Exhibitor Set-Up
3:00 PM – 5:30 PM Registration Open
5:00 PM – 6:00 PM Welcome Reception
Wednesday, September 13, 2023
7:30 AM – 4:00 PM Registration Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM

(1.25 CTFA)
Welcome & Opening General Session

Economic Update

Peter Rupert
Professor of Economics
University of California at Santa Barbara
9:30 AM – 9:45 AM Morning Break
9:45 AM – 10:45 AM Learning Sessions

(1.25 CERP)

Risk Management Track

Emerging Risks Panel

Ronnie Clariza
SVP & Chief Risk Officer
First Financial Northwest Bank

Laurel Sykes
EVP, Chief Risk Officer
American Riviera Bank

Doug Harrison

(1.25 CRCM)
Compliance Track

CFPB as Rule Maker – Industry Outlook

André Smiley
Vice President, Regulatory Risk Management, Deposit Services Operations

JPMorgan Chase

Calvin Hagins
Deputy Assistant Director for Consumer Lending
Consumer Financial Protection Bureau​ (CFPB)

Nicole Anderson
Principal, FS Regulatory Advisory Services

(1.25 CERP)
Lending Track

Current Trends in the Secondary Loan Market

Mark Fischer
SVP, Managing Director

PNC Capital Markets LLC

(1.25 CTFA)
Finance Track

Managing Liquidity: Tools and Resources from the
Federal Home Loan Banks and Federal Reserve

Jeremy Empol
SVP, Public Affairs and Industry Outreach
Federal Home Loan Bank of San Francisco

Wally Young
Vice President of Credit Risk Management

Federal Reserve Bank of San Francisco
11:00 AM – 12:00 PM

(1.25 CERP)

General Session

Landscape of Banking from a Risk Management Lens

Dave Sharp
SVP, Deputy Chief Risk Officer
Pacific Western Bank
12:00 PM – 1:30 PM Lunch & Marketplace Time
1:30 PM – 2:45 PM Peer Exchange Session
2:45 PM – 3:00 PM Afternoon Break
3:00 PM – 4:00 PM Learning Sessions

(1.25 CERP)

Risk Management Track

Managing Liquidity Risk in Turbulent Waters

Mark Haberland
Managing Director
Darling Consulting Group

(1.25 CRCM, CAFP)

Compliance Track

Privacy and Data Security Panel

Paul Shimotake
VP & Senior Counsel
Wells Fargo Bank, N.A.

Nicholas Adams
Senior Counsel – Data Protection and Privacy
Bank of the West

Sheri Rockwell
Sidley Austin LLP

(1.25 CERP)

Lending Track

Loan Portfolio Management in Today’s Evolving Economic Landscape

Erica Crain
Principal | Financial Services
CLA (CliftonLarsonAllen LLP)

(1.25 CERP)
Finance Track

Hedging​ Your Balance Sheet for the Unknown and Unexpected

Ben Lewis
Managing Director
Chatham Financial
4:00 PM Evening Open for Vendor Dinners
Thursday, September 14, 2023
8:00 AM – 5:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:15 AM

(1.5 CRCM)
General Session

Regulator Panel

Paul Worthing
Deputy Regional Director - Division of Risk Management Supervision
Federal Deposit Insurance Corporation (FDIC)

Paul Dimapawi
AVP, Community Institutions Group – Supervision & Credit

Federal Reserve Bank of San Francisco (FRBSF)

Amy Klein
Associate Deputy Comptroller - West Region – Denver Office
Office of the Comptroller of the Currency (OCC)

Frank Bushnell
Regional Deputy Commissioner

California Department of Financial Protection & Innovation​ (DFPI)
10:15 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM Learning Sessions

(1.25 CAFP, CRCM,
Risk Management Track

Fraud Mitigation Strategies & Elder Abuse

Enrique Alvarez
Managing Director, Cybersecurity

FTI Consulting

(1.25 CRCM)
Compliance Track

Helping your Lenders Navigate the Maze of 1071 Compliance​

Laurel Sykes
EVP, Chief Risk Officer
American Riviera Bank

Stephanie Shea

(1.25 CERP)
Lending Track

Impact of Rising Interest Rates on Credit and Liquidity

Giulio Camerini
Crowe LLP

(1.25 CERP, CRCM)
Finance Track

Auditor Insights: Navigating the Current Accounting
and Financial Reporting Landscape

Theresa Wright
Moss Adams

Melissa Paes
Senior Manager
Moss Adams

Kassie McLaughlin
Senior Manager
Moss Adams
11:30 AM – 1:00 PM Lunch & Marketplace Time

Innovation Showcase Luncheon
Enjoy your lunch while learning about the newest innovation technologies.
Five-minute solution-pitches provide you a glimpse of the future!
1:00 PM – 2:00 PM

(1.25 CRCM)
General Session

Legislative Update

Kevin Gould
President & CEO
California Bankers Association

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

Melanie Cuevas
Vice President of Government Relations
California Bankers Association
2:00 PM – 2:15 PM Afternoon Break
2:15 PM – 3:15 PM Learning Sessions

( 1.25 CERP)
Risk Management Track

Lessons From the Recent Banking Crisis​

Walt Mix
Former California Banking Commissioner

Brian Brooks
Former Acting Comptroller

(1.25 CERP,
Compliance Track

New Interagency Guidance on Third-Party Risk Management,
Compliance and Recent Consent Orders

Anne M. McEvilly
President & CEO
Aldrich & Bonnefin, PLC

Sean Kiester
Senior Director, Vendor Management
Fremont Bank

(1.25 CERP)
Lending Track

Strategies for Managing Distressed CRE Loans

David Rosenthal
President & CEO
Curtis-Rosenthal, Inc.

Selina Parelskin
Beacon Default Management, Inc.

Maura O’Connor
Managing Partner
O’Connor Cochran LLP

Elliot Shirwo
BridgeCore Capital, Inc.

(1.25 CTFA)
Finance Track

Global Economic Review & Impacts to Your Community Bank

Donald Lloyd
SVP, Manager – Capital Markets
Associated Bank
3:30 PM – 4:30 PM Peer Exchange Session
4:30 PM – 5:30 PM Reception
Friday, September 15, 2023
8:00 AM – 11:30 AM Registration Open
8:00 AM – 9:15 AM Breakfast & Exhibitor Prize Drawings
9:15 AM Exhibitor Tear Down
9:15 AM – 10:15 AM Learning Sessions

(1.25 CERP)
Risk Management Track

Demystifying AI Risk Management

Merry Piotti
Wolf & Company

Paul Abramson
EVP, Chief Technology Officer
American Riviera Bank

(1.25 CAFP, CRCM)
Compliance Track

BSA/AML and OFAC Sanctions Updates You Should Know –
AML Act of 2020, Corporate Transparency Act (CTA),
OFAC / Sanctions and More

Deb Thoren-Peden
Pillsbury Winthrop Shaw Pittman LLP

Jacob Rivkin
Senior Manager
Crowe LLP

(1.25 CRCM)
Lending Track

A Focus on Flood Insurance Issues for Commercial Lenders

Joel Cook
Principal, Practice Group Manager and Attorney
Aldrich & Bonnefin, PLC
  Finance Track

FedNow: The Future is Now

Robb Woldman
Senior Relationship Manager, Federal Reserve Financial Services

Federal Reserve Bank of Chicago
10:15 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM

(1.25 CERP, CRCM)
Closing General Session

Exploring AI in Banking

Brooke Ybarra
SVP, Innovation & Strategy

American Bankers Association
11:30 AM Conference Concludes