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

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