2013 Bank Presidents Seminar
January 10-12, Santa Barbara


This is CBA’s only program designed exclusively for bank presidents and CEOs. Senior leaders of California’s banking industry are invited to attend and share in stimulating and rewarding sessions, targeted at discussing the ever-expanding and ever-changing landscape of the financial services arena.

You will have an opportunity to continue to reinforce and invigorate your network of industry friends and colleagues at the beautiful Four Seasons Biltmore in Santa Barbara.

Come prepared to share your enthusiasm and concern over the future of our industry.

Who Should Attend

CBA member bank presidents and CEOs

Registrations & Accommodations


Early-Bird Registration through December 14, 2012
CBA Member $895
Spouse $495

Regular Registration after December 14, 2012
CBA Member $1245
Spouse $495

Cancellation Policy

Written notice is required for all cancellations. The full registration fee will be refunded if the request is received by December 13, 2012 and 50 percent if received by December 27. There will be no refunds after December 27. Registrations made after December 27 are not subject to refund.

Hotel Accomodations

Hotel accommodations can be made by calling:

The Four Seasons Biltmore
1260 Channel Drive
Santa Barbara, California 93108
(805) 969-2261

The CBA rate is $385, single or double occupancy, plus taxes and fees.
Rooms are very limited. Please make your reservations by December 19, 2012; requests after this date will be accepted on a space-available basis at the hotel’s prevailing rates.

Agenda at a Glance*

*tentative and subject to change

Thursday, January 10, 2013

12:00 p.m. – 7:30 p.m.   Registration Open

Sponsored by PHH Mortgage

6:00 p.m. – 7:30 p.m.   Welcome Reception and Opening Remarks

Sponsored by U.S. Bank, NA

Friday, January 11, 2013

7:00 a.m. – 3:15 p.m.   Registration Open

Sponsored by PHH Mortgage

7:00 a.m. – 9:00 a.m.   Continental Breakfast

Sponsored by Keefe, Bruyette & Woods, Inc.

8:00 a.m. – 8:10 a.m.   Introduction and Welcome

8:10 a.m. – 9:10 a.m.   Keynote Address

Thomas J. Curry
Office of the Comptroller of the Currency

9:15 a.m. – 10:30 a.m.   Panel Discussion: Technology in Banking 

Chris Myers
President & CEO
Citizens Business Bank

Stan Ivie
Regional Director
Federal Deposit Insurance Corporation

Anne Swank
Group Marketing Manager
Intuit Financial Services

Moderated by:
Randy Roth
President & CEO
Vitex, Inc.

10:30 a.m. – 10:50 a.m.   Refreshment Break

Sponsored by BOK Financial Corporation

10:50 a.m. – 12:00 p.m.   Roundtable Discussions

  1. Capital Standards – Basel III & DFA Proposed Regulations

    Angelee Harris
    Manatt, Phelps & Phillips, LLP

    Larry Raber
    Crowe Horwath, LLP
  2. Mergers & Acquisitions: What to Look for in 2013

    Joel Comer
    Sandler O’Neill + Partners, L.P.
  3. Asset Rating Quality      

    Vikas Jhaveri
    Standard & Poor’s Financial Services Ratings

    Bob McGibbon
    Field Supervisor
    Federal Deposti Insurance Corporation                       

12:00 p.m. – 1:30 p.m.   Luncheon and Presentation

Sponsored by Manatt, Phelps & Phillips, LLP

Matthew Williams
American Bankers Association

1:45 p.m. – 3:15 p.m.   General Session

Joel Kotkin
Arthur F. Burns Fellow in Financial Policy Studies

3:15 p.m. – 5:30 p.m.   Personal Time

5:30 p.m. – 6:00 p.m.   Gala Cocktail Reception                               

Sponsored by Standard & Poor’s Financial Services Ratings

6:00 p.m.                      Gala Dinner

Sponsored by Keefe, Bruyette & Woods, Inc.

Presentation of Distinguished Banker of the Year Award

Live PAC Auction

Sponsored by Aldrich, Bonnefin & Moore, PLC

Saturday, January 12, 2013

8:00 a.m. – 11:30 a.m.   Registration Open

Sponsored by PHH Mortgage

8:00 a.m. – 9:30 a.m.   Breakfast

Sponsored by EverFi, Inc.

9:30 a.m. – 10:15 a.m.   State of the CBA

Rod Brown
President & CEO
California Bankers Association

10:15 a.m. – 10:30 a.m.   Refreshment Break

Sponsored by Securities America

10:30 a.m. – 11:30 a.m.   Economic Outlook

Dr. Robert Dye
SVP & Chief Economist
Comerica Bank

11:30 a.m.                          Seminar Adjourns



Thank you to our current sponsors:

Aldrich, Bonnefin & Moore, PLC
Bingham McCutchen LLP
BOK Financial Corporation
*CNA Insurance
Crowe Horwath LLP
*Equias Alliance
Federal Home Loan Bank of San Francisco
FIG Partners
Financial Guaranty Insurance Brokers
InterWest Insurance Services, Inc.
Keefe, Bruyette & Woods, Inc.
Manatt, Phelps and Phillips, LLP
Moss Adams, LLP
PHH Mortgage
Sandler O’Neill + Partners, L.P.
Securities America
Standard & Poor’s Financial Services Ratings
Structured Funding
U.S. Bank, NA
Vitex, Inc.
Wells Fargo Bank, NA
WNC Tax Credit Investments

* CBA Strategic Partners


If you are interested in sponsoring this event, please contact:

Robert Duncan
Manager, Events and Tradeshow Logistics
(916) 438-4418
click to email

Why sponsor:

  • An excellent opportunity to maximize your company’s brand awareness and increase your market position
  • Gain direct access to CBA member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Wide selection of sponsor opportunities designed to match your exposure needs for your budget
  • Shape or reinforce a positive perception of your company with California’s bank executives
  • Help support California Bankers Association, the largest non-profit banking organization serving the California financial services industry