2023 Bank Presidents Seminar
Click below to access session handouts
Handout links will be available as soon as they are received from speakers
*All times listed below are in local time.
| Wednesday, January 11, 2023 | |
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| 2:00 PM – 4:30 PM | Registration Open |
| 5:00 PM – 6:15 PM | Welcome Reception & Silent Auction |
| Evening Open for Vendor Dinners | |
| Thursday, January 12, 2023 | |
| 8:00 AM – 4:00 PM | Registration Open (Closed during lunch: 11:30 a.m. – 1:00 p.m.) |
| 8:00 AM – 9:00 AM | Breakfast |
| 9:00 AM – 10:00 AM | Welcome & Opening General Session A Current Perspective on Banking Steve Brown CEO PCBB |
| 10:00 AM – 10:30 AM | Refreshment Break |
| 10:30 AM – 11:30 AM | Learning Sessions |
| Learning Session #1 Reimagine ALCO Strategies in the Current Environment Frank Farone Managing Director Darling Consulting Group |
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| Learning Session #2 Stacking the Deck in Your Favor: Secrets of High-Performing Banks Sean Payant Chief Strategy Officer Haberfeld |
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| 11:30 AM – 1:00 PM | Lunch Guest Speaker: Rob Nichols President & CEO American Bankers Association *(No Slide Deck) |
| 1:00 PM – 2:00 PM | General Session Bank CEO Playbook to Benefit Shareholders in 2023 – How to Rise Above the Competition in Turbulent Times *(No Slide Deck) Peter Buck Managing Director Piper Sandler David Sandler Managing Director Piper Sandler Tim Myers President & CEO Bank of Marin Bancorp |
| 2:10 PM – 3:10 PM | Open Session with Pro-Voke (banker attendees only) |
| 3:10 PM – 3:30 PM | Afternoon Break |
| 3:30 PM – 4:30 PM | General Session The Economic Outlook: 2023 and Beyond Bill Conerly Consultant, Speaker, Writer Conerly Consulting LLC |
| 4:30 PM – 5:30 PM | Reception & Silent Auction |
| 5:30 PM – 7:30 PM | Dinner |
| Friday, January 13, 2023 | |
| 8:00 AM – 12:00 PM | Registration Open |
| 8:00 AM – 9:00 AM | Breakfast |
| 9:00 AM – 10:00 AM | General Session Regulatory Discussion Panel *(No Slide Deck) Jeff Wishner Managing Director Keefe, Bruyette & Woods, Inc., a Stifel Company Kathy Moe Regional Director Federal Deposit Insurance Corporation (FDIC) Michael Reed Partner Covington Jared Wolff President & CEO Banc of California |
| 10:10 AM – 11:10 AM | General Session A Political Update *(No Slide Deck) Kevin Gould EVP & Director of Government Relations California Bankers Association Glen Simecek President & CEO Washington Bankers Association Moderator: Barry Smith Shareholder Buchalter |
| 11:10 AM – 11:25 AM | Refreshment Break |
| 11:25 AM – 12:25 PM | Learning Sessions |
| Learning Session #1 Learning the Magic Words: Demystifying Cybersecurity Jargon Sean Goodwin Senior Manager Wolf & Company, P.C. |
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| Learning Session #2 Hedging Strategies to Complement Your Business Plan Robert Perry Principal ALM First Alec Hollis Managing Director, ALM Strategy Group ALM First |
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| 12:25 PM | Conference Adjourns |