Education Seminar

2013 Women in Banking Forum
Four Seasons Westlake Village

New full day format for 2013!

Join us for our sixth annual Women in Banking Forum, to hear from key women banking executives on hot topics in the industry.  New this year, Teresa Curran, SVP and director of supervision, Federal Reserve Bank of San Francisco will give an update on the state of the California banking industry, and Barrie Christman, chairman of Principal Bank and chairman of the American Bankers Association’s Government Relations Council will share a Washington, D.C. perspective.

As in past years, there will be plenty of inspiration to be found from our exceptional speakers who will cover these topics:

  • Basel III, M&A activity, CA trends
  • The Art of Negotiation
  • Washington D.C. Perspective
  • Leadership and Succession Planning
  • Career Growth/Advancement
  • Mentoring
  • Networking / Q&A with speakers


The program will begin with breakfast and registration at 8:30 a.m. to 9:00 a.m. CBA board chair Mary Allis Curran will provide a welcome and introduction at 9:00 a.m. The program will conclude at 4:45 p.m. immediately followed by a networking reception.

8:30 – 9:00     Registration and Continental Breakfast

9:00 – 9:30     Welcome

Maurine Padden, EVP and Chief Operating Officer, California Bankers Association
Mary Allis Curran, EVP and Chief Risk Officer, Corporate Banking, Union Bank, NA; Chairman of the Board, California Bankers Association

9:30 – 10:30     Keynote
Pamela Joseph, Vice Chairman, Payment Services, U.S. Bancorp

10:30 – 11:00     Coffee Break

11:00 – 11:45     Overview of California State Financial Institutions

Teresa Curran, SVP and Director, Federal Reserve Bank of San Francisco 
Ms. Curran will review the state of the banking industry in California.  Topics covered will include a market overview with new influences such as Basel III, M&A activity, trends and analytics.

11:45 – 12:45     Lunch
Sponsored by Harland Clarke

1:00 – 2:00     The Art of Negotiation

Dr. Yasmin Davidds, CEO/Founder, Women’s Institute of Negotiations
Dr. Davidds will share her perspective on how to negotiate in today’s business world.  She will cover everything from exploration of potential barriers to different negotiation styles to approaches in career growth and mobility in an organization as well as negotiations in dealing with customers.  Expect a dynamic and energetic session!

2:00 – 2:45     Washington D.C. Perspective

Barrie Christman, Chairman, President & CEO, Principal Bank and Chairman, Government Relations Council, American Bankers Association
A review of banking topics, including Basel III, Dodd-Frank, CFPB, etc from a banker’s perspective.

2:45 – 3:00     Break

3:00 – 3:45     Building a Legacy:  Leadership and Succession Planning

Anita Paige, Author, Professional Speaker and Master Facilitator, SVP, Edge Global Advisors

Many organizations focus on success while very few focus on succession.  This power-packed session will address how women in banking can build a legacy by moving from success to succession.  While the number of female executives in banking is declining, we are leading the charge to shift the numbers.  We know the value of women in the banking industry, which is why we have designed this conference to provide tips, tools and techniques to build our legacy.  We will focus on the role of “culture” as well as the importance of human capital management.

3:45 – 4:45     Charting Your Future: A Panel Discussion

Barbara Hosaka, President and COO, Neighborhood National Bank;
Christa Steele, EVP, Wholesale Banking Manager, F&M Bank;
Kathleen Thomas, President, COO, Chief Policy Officer, Director, Bank of Sacramento;
Moderated by Anita Paige, SVP, Edge Global Advisors
A discussion among our panelists about their biggest risks/challenges they have taken in their career, how they approached it, and what happened. Tips to our participants on how to advance to the next level in their careers. Our panelists will also discuss how they identify and mentor up-and-coming female executives.  They will address the impact of mentorship and the challenges and solutions needed to strengthen the competitive edge that female executives bring to the marketplace. 

4:45 – 6:00     Networking Reception

Program Objectives

The purpose of the forum is to support the development of women leaders in the California banking community.  To help achieve this outcome, we have developed the following objectives for our participants:

  • Obtain regulatory perspectives on the impact of M&A and other current trends on the banking industry.
  • Access tools to better negotiate in today’s business world.
  • Acquire strategies for successfully working wih the new requirements of Basel III, Dodd-Frank and the CFPB.
  • Determine best practices for succession planning.
  • Identify appropriate steps for career advancement.


Women bankers – junior officers to senior executives

Scheduled Speakers

Maurine C. Padden EVP and Chief Operating Officer, California Bankers Association

Mary Allis Curran, EVP and Chief Risk Officer, Corporate Banking at Union Bank, NA 

Pamela Joseph, Vice Chairman, Payment Services, U.S Bancorp

Teresa Curran, Senior Vice President and Director of Supervision, Federal Reserve Bank of San Francisco

Dr. Yasmin Davidds, CEO/Founder, Women’s Institute of Negotiations, is an international best-selling author and negotiation expert specializing in teaching women’s intricacies of effective negotiating.  As one of the top female negotiation experts in the U.S. and Latin America, Yasmin has trained and consulted with thousands of corporate leaders throughout 22 countries in the art and skill of negotiation.

Barrie Christman, Chairman, Principal Bank and Chairman, Government Relations Council, American Bankers Association

Anita Paige, Author, Professional Speaker and Master Facilitator, Senior Vice President, Edge Global Advisors

Our Panelists:

Barbara Hosaka, President and COO, Neighborhood National Bank;
Christa Steele, EVP, Wholesale Banking Manager, F&M Bank;
Kathleen Thomas, President, COO, Chief Policy Officer, and director, Bank of Sacramento

Moderated by Anita Paige, SVP, Edge Global Advisors

Registration Fees

Early-Bird Registration through Friday, April 26, 2013
CBA Member: $345
Non-Member: $445

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

Cancellation Policy 

Substitutions are allowed, at no additional cost. Written notice is required for all cancellations. The full registration fee will be refunded if the written request is received by Thursday May 2, 2013, and 50 percent if by Thursday, May 9. No refunds will be granted after May 9. Registrations made after May 9 are not subject to refund.

If for any reason you are unsatisfied with this program, please contact John Lingvall, VP & Director of Education at (916) 438-4428.

Location Information

Thursday, May 23, 2013
Four Seasons Hotel Westlake Village
Two Dole Drive
Westlake Village, CA 91362
(818) 575-3000

CBA has arranged a special rate of $225 per night. Includes complimentary guestroom internet and reduced overnight self parking. Please contact the hotel at (818) 575-3000 to reserve your room prior to Wednesday May 8, 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 4.0 Personal Development, 1.0 Business Management and Organization, and 1.0 Communications)
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.


Is Group Pricing available for this program?

Yes, if you have five (5) or more registrants from your bank there is a discount of $50 per person. Please call Laurie Eaton at (916) 438-4433 for details on how best to do this registration.