Education Seminar

2014 Technology & Community Banking
Hyatt Regency Newport Beach

In 2014, the industry continues to push innovation to businesses faster than businesses can consume. Bank technology executives will continue to face the typical challenges: cost reductions, stakeholder expectations for IT, technical resource requirements and more.

Despite these obstacles, senior executives will spend more time focusing on technology-related decisions. To be prepared for this, IT executives will see an expanded role as a business technology leader to drive cross-functional change initiatives, take ownership of information for executive decisions, and demonstrates value in technology investments.

As bank technology budgets continue to increase, along with intense regulatory scrutiny, banks will need to focus IT investments on driving efficiencies and complying with new requirements more than ever. Join us for this one-day workshop on technology trends and updates that will change the game in the year ahead.


The program will begin at 9:00 a.m. with breakfast and registration beginning at 8:00 a.m., and lunch around noon. We will conclude by 4:00 p.m.

Among the topics we will cover:

Engineering the Right Branch Experience
Branches still account for the majority of all new banking relationships and accounts. Why? Because consumers still want a personal relationship with their bank. To deliver the personal relationship your customers want and the efficiency and engagement you need, your branch needs to strike the perfect balance of people, process, design, sales, security and technology. During this session we will uncover these six major components to create a comprehensive branch transformation plan. You will learn how to develop a multi-channel approach to engaging customers that aligns with your broader integrated strategy.

Cyber Security – Awareness, Preparedness and Strategy
As cyber security threats are getting more sophisticated, protecting financial institutions and their customers must ramp up their game as well. This session will explore the exploits and perpetrators we saw throughout 2014 and what we can envision for this remainder of this year and beyond, as well as what tools and strategies that are available from to further protect the environment.

Cloud Technology Trends for Building Long-Term Competitive Advantages 
Banks face intense revenue and margin pressures with fierce competition in a low interest rate environment. Their regulatory and compliance burden continues consuming resources, branch traffic is eroding, and the disintermediation threat from online and mobile models increases each day. Reputation alone is no longer sufficient for sustainable success. This session, while focused around cloud technology as an emerging competitive advantage, is geared toward those with responsibility for driving bank revenue and improving the customer experience. Past and current technology has been operationally focused on IT productivity; future solutions must focus on delivering business value. Technology should propel bank strategic initiatives for sustainable success and value creation, whether revenue growth, alternative channels (customer experience), business intelligence, workflow process improvement and talent attraction/retention.

Risk Managing Social Media: Compliance Tips for Community Banks
Federal regulations have recently been released requiring financial institutions to carefully manage all aspects of their social media efforts.  Regulatory expectations range from a policy, to a formal risk management program, to activity monitoring.  This session will focus on keys areas that must be addressed by all institutions engaging in social media activities, regardless of your level of involvement.

Exploring Virtual Currencies
Crypto currencies, digital currencies, carbon currencies…  Are you up to speed on what these are and how they are a playing a part in the payments ecosphere? Come learn with your peers what banks should know about this up and coming payment models.

Future Payment Trends
Today’s banking moves at light speed, and customers expect you to offer the
newest technology available while processing their transactions quickly and
securely. For your company to thrive in this rapidly changing environment,
you must be connected to the latest payments offerings, updated compliance
requirements, fraud and security risks.


Chief Executive Officers; Chief Financial Officers; Chief Information Officers; Chief Operating Officers; Chief Marketing Officers; Chief Compliance & Risk Officers; Bank Directors; Senior Management, Technology Officers; Security Officers and anyone responsible for making strategic security and technology decisions.

Scheduled Speakers

  • Tom Bryan, CEO, Nymbal Technology
  • Jonathan Rowe, Director of Sales, nCino
  • Bill Schoch, CEO, WesPay
  • Brian Porter, Manager of Branch Transformation, Diebold, Inc.
  • Jesse Torres, Speaker, Author, former CEO Pan American Bank

Registration Fees

Early-Bird Registration through Friday September 19, 2014
CBA Member: $345
Non-Member: $545

Regular Registration
CBA Member: $445
Non-Member: $645

Cancellation & Complaint Resolution Policy

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if written notice is received by September 26, 2014, and 50 percent if by October 3. No refunds will be granted after October 3. Registrations made on or after October 3 are not subject to refund.

If for any reason you are not fully satisfied, please contact Laurie Eaton at (916) 438-4433.

Location Information

October 16, 2014
Hyatt Regency Newport Beach

1107 Jamboree Road
Newport Beach, CA 92660
(949) 729-1234

CBA has arranged a special room rate of $149 per night.  Please contact the hotel at (888) 421-1442 to reserve and reference the California Bankers Association by September 23, 2014 or click the link to make your reservations online:

Credit Information

Program Level: Update

Prerequisites: None

Advance Preparation: None

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

Recommended CPE Credits: 7.0 Hours Maximum
(Estimated 7.0 Specialized Knowledge and Applications)
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.