Agenda
*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 Shareholder Buchalter |
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| Learning Session #2 Growing Your Small Business Lending Program Gord Baizley CEO JUDI.AI |
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| 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 |
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| Learning Session #2 Innovating through Digital Transformation Richard Fay Principal Wolf & Company, PC |
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| 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 |
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| 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 |
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| 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 Buchalter |
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| Learning Session #2 Loan Growth Through Technology and Automation – Can Your Institution Handle the Change? Rob Newberry Senior Advisor Abrigo |
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| 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 Principal CLA Dustin Morris Director of Credit Risk Services CLA |
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| Learning Session #2 LIBOR/SOFR Transition and the Impact of the Adjustable Interest Rate (LIBOR) Act Zachary Davis, Esq. Senior Associate Luse Gorman, PC |
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| 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 Biz2X |
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| Learning Session #2 Countermoves: How to Tap Into Fintech Paul Davis Director of Market Intelligence SRM |
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| 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 |