Directors Forum

Overview

2023 Directors Forum
Virtual
Online

With regulators expecting more oversight from bank directors, it is essential for both new and seasoned directors to remain ahead of the curve in this rapidly evolving and complex environment.

The 2023 Directors Forum welcomes CEOs, presidents, senior officers, and bank directors to this one-day virtual event designed to explore timely and relevant topics facing the banking industry through sessions led by industry experts and thought leaders.

Register Today!

Submit Your Speaker Proposal Here Today!

Agenda

Agenda

Thursday, July 13, 2023
9:00 AM – 10:00 AM PT What We’ve Learned About Keeping Banks Safe

Mike Cohn
Principal
Wolf & Company, P.C.

Drew Coveney
Senior Manager
Wolf & Company, P.C.
10:00 AM – 11:00 AM PT What Directors Need to Know Now

Mark Aldrich
Chairman & Founder
Principal
Aldrich & Bonnefin, PLC

Joel Cook
Principal
Aldrich & Bonnefin, PLC
11:00 AM – 12:00 PM PT Crisis Management: Working Through 2023 Banking Crisis

C. G. Kum
Retired Bank CEO

Russ Colombo
Former President & CEO, Bank of Marin and Bank of Marin Bancorp
Director – Bank of Marin and Bank of Marin Bancorp
12:00 PM – 1:00 PM PT Lunch
1:00 PM – 2:00 PM PT Session
2:00 PM – 3:00 PM PT Closing Session
Speakers

Mike Cohn
Principal
Wolf & Company, P.C.

Mike is a Principal and the Director of the Virtual Risk Management group where he’s responsible for leading the strategic direction. He actively participates in many of the group’s client engagements including Enterprise Risk Management (ERM), ESG, Virtual CRO, board training, and others for banks, credit unions, fintech firms, and professional service organizations. With over 25 years in the banking and technology industries, he has extensive knowledge in strategic planning, corporate governance, technology strategy, and fintech management issues. Mike also regularly presents strategy and ERM trends and techniques at conferences and for industry professionals.

Speakers

Drew Coveney
Senior Manager
Wolf & Company, P.C.

Drew is a Senior Manager in Wolf’s Advisory Group and serves on the Firm’s Internal Audit Team, where he’s responsible for coordinating, supervising, and executing internal audit services for clients. He also serves as an engagement manager for WolfPAC Solution’s enterprise risk management consulting and advisory services. With over nine years of experience in the field, Drew provides expert advice for the development of risk appetites, the determination of key risk indicators, and the evaluation of risk management governance models.

Speakers

Mark Aldrich
Chairman & Founder
Principal
Aldrich & Bonnefin, PLC

Mr. Aldrich is a principal of the law firm of Aldrich & Bonnefin, PLC, specializing in financial institution regulatory issues, commercial lending and corporate and securities matters. Mr. Aldrich actively advises California financial institutions, including both commercial banks and credit unions, their boards of directors and audit committees. Mr. Aldrich is part of the firm’s Corporate Practice Group which includes commercial lending and corporate securities. Mr. Aldrich has also handled bank formations, securities offerings, mergers and acquisitions of financial institutions, as well as bank regulatory and enforcement matters. Mr. Aldrich was the Course Instructor for the California Bankers Association Director Certification Program for 14 years. He is also the Chairman and Founder of the firm.

Speakers

Joel Cook
Principal
Aldrich & Bonnefin, PLC

Mr. Cook is a principal of Aldrich & Bonnefin, PLC, and has been with the firm since 2011. Mr. Cook manages the firm’s Corporate Practice Group which includes commercial lending and corporate securities law. Mr. Cook regularly advises financial institutions and their boards of directors on various matters, including corporate governance issues, commercial lending matters, contracts and bank regulatory matters. He frequently speaks at events in the financial industry, including Bankers’ Compliance Group® events. Mr. Cook is a member of the State Bar of California and the Orange County Bar Association. He led the OCBA’s Banking & Lending Section as its Chair for 2018, having previously served as its Vice-Chair and Treasurer.

Speakers

C. G. Kum
Retired Bank CEO

C. G. Kum’s career encompassed 36 years in mainstream banking and 6 years in Asian American banking with the last 20 years in the CEO/President role. Mr. Kum developed and successfully executed strategies that  combined M&A and organic growth. He bought and sold banks as well as successfully executed a MOE and acquired 3 failed banks from the FDIC RTC during the deep recession.

Speakers

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

Russell A. Colombo is a lifelong resident of Marin County. He received a Bachelor of Science degree in Agricultural Economics and Business Management from the University of California, Davis and his Master of Business Administration in Banking and Finance from Golden Gate University. Mr. Colombo joined Bank of Marin in 2004 as Executive Vice President and Branch Administrator after twenty-nine years in banking at Comerica Bank, Security Pacific, and Union Bank in San Francisco. He was appointed Executive Vice President and Chief Operating Officer of Bank of Marin in 2005 and assumed the position of President and Chief Executive Officer in 2006. On October 31, 2021, Mr. Colombo retired from Bank of Marin and Bank of Marin Bancorp. He remains a Director on both Boards.

Speakers

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods

Jeffrey J. Wishner is a Managing Director in the San Francisco office at Keefe, Bruyette & Woods. Mr. Wishner has 25 years of experience advising West Coast banks, thrifts and financial institutions on mergers and acquisitions and capital raising transactions.

Speakers

Ashwin Kakani
Director
Keefe, Bruyette & Woods

Ashwin Kakani is a Director in KBW’s Depository Investment Banking Group and is based in the firm’s San Francisco office. Ashwin has been with KBW since February 2015 and has significant responsibilities related to executing mergers and acquisitions advisory and capital raising transactions.

Sessions

What We’ve Learned About Keeping Banks Safe

Risk management programs are now a Main Street competency in the business manager’s toolbox, yet many of the tools are misunderstood and under utilized, and the overall risk management program not properly funded. Starting with foundational building blocks and layering enhanced risk monitoring and corporate risk governance on top, our vision for a robust risk program can assist in development of a clear roadmap for success. If these programs had ben in place and effectively working at the three regional failed banks, it is reasonable to think that the threats that could lead to failure would have been discussed.

Learning objectives:

  • Participants will acquire a common understanding of foundational risk management elements
  • How to build a framework to keep the Bank safe
  • Receive a roadmap for next generation tools and techniques
Sessions

What Directors Need to Know Now

In this presentation, we will address the current corporate governance developments that directors should be considering in the present environment, including the following topics:

  • Interest rate risk, liquidity and FDIC insurance premiums
  • Climate-related financial risk and ESG (Environmental, Social and Governance) developments
  • Renewed focus on executive compensation
  • Update regarding board diversity and inclusion
  • Brief overview of some top recent regulatory developments, such as the CFPB’s new small business lending data collection rule, CRA, BSA regulations addressing reporting companies under the Corporate Transparency Act, etc.
Pricing

Pricing

Pricing For Price
CBA Bank Member $195 per person
Bank Non-Member $295 per person

Register Today!

Group Registration

For the 2023 Directors Forum, we are now offering group pricing.

Price: $795 for unlimited registrations (Bank Members & Bank Non-Members)

So, if you would like to take advantage of this group pricing,
please contact Gina Titus at registrations@calbankers.com today!

 

Cancellation Policy

Registration fees less a $25 processing fee per registrant will be refunded if cancellation is received by Tuesday, June 27, 2023. No refund if cancellations are received after Tuesday, June 27, 2023. Substitutions welcomed.

Group Registration

Group Registration

For the 2023 Directors Forum, we are now offering group pricing.

Price$795 for unlimited registrations (Bank Members & Bank Non-Members)

So, if you would like to take advantage of this group pricing,
please contact Gina Titus at registrations@calbankers.com today!

Credits

CPE Credits

The 2023 Directors Forum will be offering CPE credits. Once the agenda is confirmed, we will provide the amount of CPE credits here.

The California Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Sponsorship Information

Sponsorship Information

If you are interested or would like more information, please contact:

Jennifer Benson
VP, Conferences and Strategic Partners
(916) 438-4416 or jbenson@calbankers.com

A few reasons your organization should sponsor and/or exhibit:

  • 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
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with bank executives
  • Support the California Bankers Association, the largest non-profit banking organization serving the California financial services industry