*All times listed below are in local time.

**Agenda subject to change.

Sunday, October 23, 2022
12:00 PM – 5:30 PM Registration Open
12:00 PM – 1:00 PM Exhibitor Set-Up
1:00 PM – 2:15 PM Welcome & Opening General Session

Where Did My Funding Go?​

Steve Cibull
Vice President, Mortgage Finance
Federal Home Loan Bank of San Francisco
2:15 PM – 2:30 PM Afternoon Break
2:30 PM – 3:30 PM Learning Sessions
  Learning Session #1

The Loan From Hell

Barry Smith
  Learning Session #2

Growing Your Small Business Lending Program

Gord Baizley
3:30 PM – 3:45 PM Transition Break
3:45 PM – 4:45 PM Learning Sessions
  Learning Session #1

Utilizing Interest Rate Swaps to Increase Loan Growth
and Remain Competitive

Amber Evanco
EVP, Managing Director

PNC Capital Markets LLC
  Learning Session #2

Innovating through Digital Transformation

Richard Fay
Wolf & Company, PC
4:45 PM – 5:45 PM Welcome Reception
Monday, October 24, 2022
8:00 AM – 3:15 PM Registration Open
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:00 AM General Session

Legislative Update

Kevin Gould
Executive Vice President, Director of Government Relations
California Bankers Association

Melanie Cuevas
Vice President of Government Relations
California Bankers Association
10:00 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

Digital Consumer Lending

Dan Roderick
Chief Executive Officer
Strunk/ Quilo
  Learning Session #2

Swaps: The Best Available Tool in Volatile and Uncertain Times

Ben Lewis
Managing Director & Global Head of Sales
Financial Institutions
Chatham Financial
11:30 AM – 12:45 PM Lunch & Marketplace Time
12:45 PM – 1:45 PM Learning Sessions
  Learning Session #1

Where is the CFPB now?

Michael Flynn
Of Counsel
  Learning Session #2

Loan Growth Through Technology and Automation – 
Can Your Institution Handle the Change?

Rob Newberry
Senior Advisor
1:45 PM – 2:00 PM Afternoon Break
2:00 PM – 3:00 PM Learning Sessions
  Learning Session #1

Uncertainty on the Horizon:
The Balance Between Loan Growth & Credit Quality

Erica Crain

Dustin Morris
Director of Credit Risk Services
  Learning Session #2

LIBOR/SOFR Transition and the Impact
of the Adjustable Interest Rate (LIBOR) Act

Zachary Davis, Esq.
Senior Associate
Luse Gorman, PC
3:15 PM – 4:30 PM Peer Exchange Session
(Bankers Only)
  Evening Open for Vendor Dinners
Tuesday, October 25, 2022
8:00 AM – 10:30 AM Registration Open                                                          
8:00 AM – 9:00 AM Breakfast & Vendor Prize Drawings
9:00 AM – 10:00 AM Learning Sessions
  Learning Session #1

Instant Credit Decisioning:
What Every Banker Needs to Know

Daniel Borden
Senior Account Executive

  Learning Session #2

Countermoves: How to Tap Into Fintech

Paul Davis
Director of Market Intelligence
10:00 AM – 10:15 AM Morning Break
10:15 AM – 11:15 AM Closing General Session

Why a FinTech Partner in a Rising Rate Environment

Nik Vukovich
Director Financial Institution Partnerships
Upgrade, Inc.
11:15 AM Conference Adjourns