Education Seminar

2013 Human Resources Conference
Hyatt Regency Newport Beach

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Earn HR Institute Certification & CPE Credits!

Join your colleagues and our expert speakers to discuss the economic, legislative, legal and industry trends impacting your bank, and your human resources strategy.  This year we have focused on topics you said were most critical to you and your organizations.

In this session we will bring in experts to help you better understand what’s going on in the field, and suggest practical solutions to focus on right now. We will also introduce tools and resources that you can bring back to your office to better ensure you and your organization have more control over your own destinies.


The evening before the conference (June 26) we will have a hosted cocktail reception from 5:00 p.m. to 6:30 p.m. at the hotel. The program will commence at 8:30 a.m. on June 27, with breakfast and registration beginning at 7:30 a.m., and lunch served at noon. We will conclude at 4:00 p.m.

Thursday, June 27, 20123

7:30 – 8:30 am
Registration & Breakfast

8:30– 8:45 am
Welcome & Introductions

8:45– 10:30 am
Compensation Strategy & Planning that Fits Your Bank
Shari Dunn, Managing Director, Compensation
Gallagher HR Consulting

Develop a compensation strategy that supports your employees’ continued productivity and performance, while also staying within budget.

  • Attract and retain valuable employees by paying competitively
  • Assure fair and internally equitable pay levels
  • Utilize financial incentives to motivate performance improvement
  • Optimally manage compensation costs
  • Comply with applicable legal requirements
  • Merger & Acquistion Integration

10:30 – 10:45 am

10:45 – 12:00pm
Executive & Director Compensation Plans
Ken Derks, Independent Consultant, Equias Alliance
Eric Johnsen, Consultant, Equias Alliance
Paul D. Newton, LTC Financial Partners LLC

  • Creating Incentive Models to Drive High Performance & Retain Key Executives
    • Bank-Owned Life Insurance
    • Long Term Care Insurance

12:00 – 12:45 pm

12:45 – 2:15 pm
Labor and Employment Law : What Bankers Need to Watch Out For.
Richard Curiale, Managing Partner of Curiale Wilson LLP

The latest developments in labor and employment law that will have a particular impact in the banking sector.

  • Case law developments with respect to retirement plan fiduciary responsibilities
  • Potential expansion of protect leave entitlement under ADA/FEHA
  • Leave of Absences
    • Best practices of how best to manage the interfacing of all leaves.     
    • Interactive Process for ADA requirements
  • Discrimination and Harassment Developments (ie. Cat’s Paw, Obesity)
  • Mortgage Loan Officers and FLSA (Fair Labor Standards Act)
  • And more!

2:15 – 2:23 pm

2:30 – 3:30 pm
Patient Protection and Affordable Care Act (PPACA) – What Now?
John Melbon, Senior Vice President, USI South Coast
USI Benefit Partners

  • ACA and the California exchanges
  • Benefits strategies in light of the health care reform act
  • Complying with the ACA.  From fees to mandatory employee notices
  • And more…

3:30 – 4:00 pm
Speed Rounds (10 mins each) – Let’s use Our Collective Wisdom!
Each table selects a topic and comes up with at least three suggestions. Some of the suggestions we’ve received so far are:

  • Use of Linked In and other “non-traditional” recruiting alternatives
  • Executive alignment to mission and culture
  • Getting managers on board.
  • Help for the 1-person HR department.  Helpful hits, and tools for the person who has to handle payroll, benefits, hiring/firing, performance appraisal, job descriptions, on boarding….
  • The HR Handbook:  Keeping it Fresh.  When you find that you are adding new laws and procedures, do you send out a FULL handbook each year, revised pages, etc.  How to keep it fresh and make sure that everyone is on the same page.
  • Employee development and succession planning for small banks
  • Sexual Harassment, Discrimination and Respect in a Diverse workplace.  How do you tame the harassment beast?
  • Stress in the work place
  • Investigation Training
  • Others?

4:00 pm


  • Senior HR Officers
  • HR Directors & Managers
  • HR Generalists & Administrators
  • Benefits & Compensation Specialist
  • Training Managers
  • HR Banking Consultants

Scheduled Speakers

Shari Dunn
Managing Director, Compensation
Gallagher HR Consulting

Paul D. Newton
LTC Financial Partners LLC

Eric Johnsen
Equias Alliance

Ken Derks
Independent Consultant
Equias Alliance 

Richard Curiale
Managing Partner
Curiale Wilson LLP 

John E. Melbon, CLU
Senior Vice President, USI South Coast
USI Benefit Partners

Registration Fees

Early-Bird Registration through Monday, June 3, 2013
CBA Member: $345
Non-Member: $445

Regular Registration
CBA Member: $445
Non-Member: $545

Cancellation & Complaint Resolution Policies

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if the request is received by June 10, 2013, and 50 percent if by June 17, 2013. No refunds will be granted after June 17, 2013. Registrations made after June 17, 2013, are not subject to refund.

Complaints regarding this program should be directed to John Lingvall, VP & Director of Education at (916) 438-4428. 

Location Information

Thursday, June 27, 2013
Hyatt Regency Newport Beach
1107 Jamboree Road
Newport Beach, CA 92660
(949) 729-1234

CBA has secured a room block at the rate of $169/night. Includes complimentary overnight parking and guestroom internet. Please call the hotel at 888-421-1442 to reserve or click here reserve online by June 5, 2013.

CBA will host self parking the day of the event.

Credit Information

Program Level: All Levels

Prerequisites: None

Advance Preparation: None

Method of Presentation: Group – Live (Lecture, Discussion, and Case Study)

Recommended CPE Credits: 6.0 Hours Maximum
(Estimated 6.0 Personnel/HR)
Sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit.  One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.  Please note that not all state boards have adopted this rule.  Some participants may not be able to use one-half credit increments.

HR Institute Certification Credits: 6.0 Hours Maximum

“This program,ORG-PROGRAM-150789, has been approved for 6.00 (General ) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. Please be sure to note the program ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at”