2023 Bank Counsel Seminar – Handouts
Click below to access each session handouts or click on each file in the right hand tab to access
Handout links will be available as soon as they are received from speakers
*All times listed below are in local time.
| Tuesday, September 12, 2023 | |
|---|---|
| 2:00 PM – 6:00 PM | Registration Open |
| 5:00 PM – 6:00 PM | Welcome Reception |
| Wednesday, September 13, 2023 | |
| 7:30 AM – 4:00 PM | Registration Open |
| 7:30 AM – 8:30 AM | Breakfast |
| 8:30 AM – 9:30 AM CA MCLE 1.0 Hour |
Section 1071 Final Rule and the Proposed CRA Rule – Operational Issues and Interplay Joel Cook Principal Aldrich & Bonnefin, PLC Michael Flynn Of Counsel Buchalter |
| 9:30 AM – 9:45 AM | Morning Break |
| 9:45 AM – 10:45 AM CA MCLE 1.0 Hour |
Bankers Under Attack – An Overview of Recent and Proposed Legislation and Current Litigation Handout 1 (Senate Bill 95) / [Landscape view] Barry Smith Shareholder Buchalter Kevin Gould President & CEO California Bankers Association Ted Kitada |
| 10:45 AM – 11:45 AM CA MCLE 1.0 Hour |
Generative AI in Banking and Financial Services – Opportunities, Challenges, and Approach [Appendix D] Jill Whitby VP, Associate General Counsel First Republic Bank Ben Spohn VP, Associate General Counsel First Republic Bank David Gormley Director of AI, IoT & Intelligent Automation Avanade |
| 11:45 AM – 12:00 PM | Awards Presentation |
| 12:00 PM – 1:15 PM | Lunch |
| 1:15 PM – 2:15 PM CA MCLE 1.0 Hour |
REAL ESTATE WORKOUTS – Strategies, Alternatives and Achieving Results (No Slide Deck or Handouts) Mike Zandpour SVP & Associate General Counsel City National Bank Barry Smith Shareholder Buchalter Scott Smith Shareholder Buchalter |
| 2:15 PM – 3:15 PM CA MCLE 1.0 Hour |
Bank Failures: Lessons from the Trenches, Observations, and Strategic Outlook Michael Delune Managing Director, General Counsel Manufacturers Bank Craig Miller Partner Manatt, Phelps & Phillips, LLP |
| 3:15 PM – 4:15 PM CA MCLE 1.0 Hour |
Fed Now & Cybersecurity [With Notes Section] Keith Forrester Principal Aldrich & Bonnefin, PLC |
| 4:15 PM | Program Adjourns |