2024 Bank Presidents Seminar – Handouts
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 10, 2024
10:00 AM – 5:00 PM Registration Open
1:00 PM – 1:45 PM Welcome & Opening General Session

Legislative Update
(No Slide Deck)

Assembly Member Tim Grayson
Chair of the California Assembly Committee on Banking and Finance

Moderated by:
Jason Lane
Senior Vice President, Director of Government Relations
California Bankers Association
1:45 PM – 2:45 PM General Session

Economic Update

Peter Rupert
Professor of Economics
University of California at Santa Barbara
2:45 PM – 3:00 PM Refreshment Break
3:00 PM – 4:00 PM General Session

A Fireside Chat on Succession Planning, Recruiting Talent & Culture
(No Slide Deck)

James Beckwith
President & CEO
Five Star Bank

George Leis
President & Chief Operating Officer
Montecito Bank & Trust
4:00 PM – 5:00 PM Peer Networking
5:30 PM – 6:30 PM Welcome Reception (All Attendees)
Thursday, January 11, 2024
8:00 AM – 4:15 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 9:45 AM General Session

Building a Modern Day Bankers Bank​
(No Slide Deck)

William Hockey
CEO & Founder

Moderated by:
Kevin Gould
President & CEO
California Bankers Association
9:45 AM – 10:45 AM General Session

Retired CEOs Lessons from Experience

CG Kum
Retired Bank CEO
Formerly President/CEO of Hanmi Bank

Russ Colombo
Former President & CEO, Bank of Marin and Bank of Marin Bancorp
Director – Bank of Marin and Bank of Marin Bancorp

Jim Ford
Retired Bank CEO
Formerly President & CEO of Central Valley Community Bank

Moderated by:
Krista Snelling
President & CEO
Santa Cruz County Bank
10:45 AM – 11:00 AM Refreshment Break
11:00 AM – 11:45 AM General Session

ABA Chair​ Remarks
(No Slide Deck)

Julie Thurlow
American Bankers Association Chair
President & CEO
Reading Cooperative Bank
11:45 AM – 1:00 PM Lunch
1:00 PM – 2:00 PM General Session

Regulator Panel
(No Slide Deck)

Moderated by:
Marty Plourd, Director & CEO, Community West Bank

Paul Worthing, Regional Director, San Francisco Region, FDIC
- Amy Klein, Associate Deputy Comptroller for the West Region, OCC
Mongkha Pavlick, Senior Vice President, Supervision + Credit, FRBSF
- Greg Young, Senior Deputy Commissioner, Division of Corporations & Financial Institutions​, DFPI
2:15 PM – 3:15 PM General Session

A Challenging Banking Environment:
A Fireside Chat with KBW and Piper Sandler
(No Slide Deck)

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods, A Stifel Company

Peter Buck
Managing Director, Financial Services
Piper Sandler

Moderated by:
David Brager
President & CEO
Citizens Business Bank
3:15 PM – 3:30 PM Refreshment​ Break
3:30 PM – 5:00 PM Peer Networking
5:30 PM – 6:00 PM Reception
6:00 PM – 8:00 PM Gala Dinner & Live PAC Auction
8:00 PM – 10:00 PM Casino Night