Agenda

Agenda

*All times listed below are in PT

Tuesday, September 12, 2023
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

CA MCLE 1.0 Hour
Section 1071 Final Rule and the Proposed CRA Rule –
Operational Issues and Interplay


Joel Cook
Principal
Aldrich & Bonnefin, PLC

Michael Flynn
Of Counsel
Buchalter
9:30 AM – 9:45 AM Morning Break
9:45 AM – 10:45 AM

CA MCLE 1.0 Hour
Bankers Under Attack – An Overview of
Recent and Proposed Legislation and Current Litigation


Barry Smith
Shareholder
Buchalter

Kevin Gould
President & CEO
California Bankers Association

Ted Kitada

 
10:45 AM – 11:45 AM

CA MCLE 1.0 Hour
Generative AI in Banking and Financial Services – Opportunities, Challenges, and Approach

Jill Whitby
VP, Associate General Counsel
JPMorgan Chase Bank, N.A. 


Ben Spohn
VP, Associate General Counsel
JPMorgan Chase Bank, N.A.

David Gormley
Director of AI, IoT & Intelligent Automation

Avanade
11:45 AM – 12:00 PM Awards Presentation
12:00 PM – 1:15 PM Lunch
1:15 PM – 2:15 PM

CA MCLE 1.0 Hour
REAL ESTATE WORKOUTS –
Strategies, Alternatives and Achieving Results


Mike Zandpour
SVP & Associate General Counsel
City National Bank

Barry Smith
Shareholder
Buchalter

Scott Smith
Shareholder
Buchalter
2:15 PM – 3:15 PM

CA MCLE 1.0 Hour
Bank Failures: Lessons from the Trenches, Observations,
and Strategic Outlook


Michael Delune
Managing Director, General Counsel

Manufacturers Bank

Craig Miller
Partner
Manatt, Phelps & Phillips, LLP
3:15 PM – 4:15 PM

CA MCLE 1.0 Hour
Fed Now & Cybersecurity

Keith Forrester
Principal
Aldrich & Bonnefin, PLC
4:15 PM Program Adjourns