Education Seminar

2014 Women in Banking Forum
Hyatt Regency Huntington Beach

The seventh annual Women in Banking Forum has been designed to offer participants an understanding that success can be achieved at any level given the right tools and knowledge.

Join us in May to hear from key women banking executives and industry leaders. We continue our coverage of hot topics, and California banking industry and trends. Susan Sutherland, SVP and director of the Office of Minority and Women Inclusion will share the Federal Reserve Bank of San Francisco’s commitment to equal employment opportunity and the establishment of this office in accordance with Dodd-Frank.

Don’t miss this unique opportunity to find inspiration and empowerment from the stories of our speakers and discuss strategies for success at the networking reception immediately following the forum. 

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

  • Hot button Exam Issues, M&A activity, California trends
  • Sponsorship vs. Mentorship
  • Diversity and inclusion: The Office of Minority and Women Inclusion
  • Leadership 
  • Career Growth/Advancement
  • Networking / Q&A with speakers


The program will begin with breakfast and registration at 8:00 a.m. to 9:00 a.m. CBA past chairman Mary 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.

8:00 – 9:00     Registration and Continental Breakfast
sponsored by Manatt, Phelps & Phillps, LLP

9:00 – 9:30     Welcome

Maurine Padden, EVP and Chief Operating Officer, California Bankers Association
Mary Allis Curran, Executive Vice President, Union Bank, NA; Past Chairman, California Bankers Association

9:30 – 10:30       Keynote:  The Chosen Path: Meeting the Challenges,                                                         Leveraging the Opportunities
Maura Markus, President & Chief Operating Officer, Bank of the West
10:30 – 11:00     Coffee Break

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

Jan Owen, Commissioner, California Department of Business Oversight 
Commissioner Owen has been invited to review the state of the banking industry locally.  Topics covered will include bank performance, hot button exam issues, and M&A activity.

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

1:00 – 2:15         Sponsorship within a bank: A panel discussion

Moderated by Kathleen Brown, Partner, Manatt, Phelps & Phillips, LLP
Susan Black, President and Chief Executive Officer, Pinnacle Bank;
Cheryl Knight, President and Chief Executive Officer, Santa Clara Valley Bank
Judith Love, President – California Market, Comercia Bank

The panel includes a select group of women executives discussing and taking questions from the audience about their experience and opinions regarding sponsorship vs. mentorship.  According to some, women need to acquire a sponsor (a powerfully positioned champion), to help them make the leap to the next level.

2:15 – 2:30         Networking Break

2:30 – 3:30        Diversity and Inclusion:  The Office of Minority and Women                                                Inclusion

Susan Sutherland, Senior Vice President and Director, Federal Reserve Bank of San Francisco
Susan Sutherland will provide insight into Section 342 of the Dodd-Frank Act, which established an Office of Minority and Women Inclusion at all regulatory agencies.  She will discuss the role and expectations for banks, and share observations and lessons about the diversity and inclusion journey of the Federal Reserve Bank of San Francisco.

3:30 – 4:00         Roundtable Discussions

Participants will have the opportunity to discuss the topics of sponsorship and minority and women inclusion, and how to change/implement in their bank.  Topics to be shared with all participants.

4:00 – 4:45         Closing Speaker – Conquering Raiders of the Lost Spark:                                                 Your Spark Determines Your Success

Connie Merritt, national speaker and award-winning author 

Connie Merritt will discuss essential skills to refuel your fire and advance you, your team and organization, in order to reach your professional goals.

4:45 – 6:00     Networking Reception
sponsored by Aldrich Bonnefin & Moore, PLC

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 with the new requirements of Dodd-Frank and the CFPB.
  • Determine best practices for sponsorship vs. mentorship.
  • Identify appropriate steps for career advancement.


Women bankers – junior officers to senior executives

Scheduled Speakers

Kathleen Brown, Partner, Manatt, Phelps & Phillips, LLP

Mary Curran, Executive Vice President,  Union Bank, NA 

Maura Markus, President and COO, Bank of the West

Jan Owen, Commissioner, California Department of Business Oversight 

Susan Sutherland, Senior Vice President and Director of the Office of Minority and Women Inclusion, Federal Reserve Bank of San Francisco

Connie Merritt, national speaker and award-winning author

Our Panelists:

Susan Black, President and CEO, Pinnacle Bank;
Cheryl Knight, President and CEO, Santa Clara Valley Bank
Judith Love, President – California Market, Comerica Bank

Moderated by Kathleen Brown, Partner, Manatt, Phelps & Phillips, LLP

Registration Fees

Early-Bird Registration extended through Friday, May 9, 2014
CBA Member: $345
Non-Member: $545

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

Cancellation Policy 

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if the written notice is received by May 9, 2014, and 50 percent if by May 16, 2014. No refunds will be granted after May 16, 2014. Registrations made after May 16 are not subject to refund.

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

Location Information

Thursday, May 29, 2014
Hyatt Regency Huntington Beach
21500 Pacific Coast Highway
Huntington Beach, CA 92648
(714) 698-1234

CBA has arranged a special room rate of $239 per night plus resort fee of $25 (includes guestroom internet). Please contact the hotel at (888) 421-1442 or click the following link: to reserve your room prior to Wednesday April 30, 2014.

CBA will host 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 three (3) or more registrants from your bank there is a discount of $50 per person. Please use the code WOMEN14 on the registration form or online.  If you have any questions, please email or call Laurie Eaton at (916) 438-4433.