Agenda

Agenda

*All times listed below are in local time.

Wednesday, January 10, 2024
10:00 AM – 4:30 PM Registration Open
1:00 PM – 2:00 PM Welcome & Opening General Session

Economic Update

Peter Rupert
Professor of Economics
University of California at Santa Barbara
2:00 PM – 2:45 PM General Session

Legislative Update
 
2:45 PM – 3:00 PM Refreshment Break
3:00 PM – 4:00 PM General Session

CEO Panel – A Panel for Future Leaders

James Beckwith
President & CEO
Five Star Bank


George Leis
President & Chief Operating Officer
Montecito Bank & Trust
4:00 PM – 5:00 PM Peer Networking
5:30 PM – 6:30 PM Welcome Reception (All Attendees)
Thursday, January 11, 2024
8:00 AM – 4:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM General Session

Building a Modern Day Bankers Bank​

William Hockey
CEO & Founder
Column
10:00 AM – 10:45 AM General Session

CEO Panel

CG Kum
Retired Bank CEO
Formerly President/CEO of Hanmi Bank


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


Jim Ford
Retired Bank CEO
Formerly President & CEO of Central Valley Community Bank


Moderated by:
Krista Snelling
President & CEO
Santa Cruz County Bank
10:45 AM – 11:00 AM Refreshment Break
11:00 AM – 11:45 AM General Session

ABA Chair​ Remarks

Julie Thurlow
American Bankers Association Chair
President & CEO
Reading Cooperative Bank
11:45 AM – 1:00 PM Lunch
1:00 PM – 2:00 PM General Session

Regulator Panel

Moderated by:
Marty Plourd, Director & CEO, Community West Bank

Panelists:
Paul Worthing, Regional Director, San Francisco Region, FDIC
- Amy Klein, Associate Deputy Comptroller for the West Region, OCC
Mongkha Pavlick, Senior Vice President, Supervision + Credit, FRBSF
2:15 PM – 3:15 PM General Session

A Challenging Banking Environment:
A Fireside Chat with KBW and Piper Sandler


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

Peter Buck
Managing Director, Financial Services
Piper Sandler


Moderated by:
David Brager
President & CEO
Citizens Business Bank
3:15 PM – 3:30 PM Refreshment​ Break
3:30 PM – 5:00 PM Peer Networking
5:30 PM – 6:00 PM Reception
6:00 PM – 8:00 PM Gala Dinner & Live PAC Auction
8:00 PM – 10:00 PM Casino Night