Education Seminar

2016 Women in Banking Forum
Practical solutions for navigating today’s business world

Le Méridien Delfina Santa Monica

Designed to inspire and empower women bankers, the ninth annual Women in Banking Forum offers participants an understanding that success can be achieved at any level given the right tools and knowledge.

Join us in May at the Le Méridien Delfina Santa Monica to hear from key women banking executives, industry leaders, and network with your peers as we explore tangible and practical solutions for succeeding at every level in today’s dynamic marketplace. 


New For 2016: Pay it Forward Initiative Highlighting Clothes the Deal

We are excited to announce an opportunity for our bankers to give back to their local communities through our partnership with an Los Angeles based non-profit, Clothes the Dealserving low-income individuals, empowering them to gain employment and achieve economic self-sufficiency. Services include the business-clothing program and professional image workshops. 

How Can You Help? 

It’s easy. Do you have any business attire that no longer fits, or isn’t quite your style? Bring it with you to the Forum and donate it to Clothes the Deal.
 

Scheduled Speakers

Karin Hurt, CEO, Let’s Grow Leaders

As a keynote speaker, leadership consultant, and MBA professor, Karin helps leaders improve business results by building deeper trust and connection with their teams. A former Verizon Wireless executive, she has over two decades of experience in sales, marketing, customer service, and human resources.

Karin was named on the American Management Association 2015 List of 50 Leaders to Watch, Inc’s list of 100 Great Leadership Speakers For Your Next Conference, and Trust Across America’s 100 Thought Leaders in Trusted Business behavior. Her award-winning blog, Let’s Grow Leaders, has grown into a highly interactive, international community. Her book, Overcoming An Imperfect Boss is available on Amazon. Her next book, Winning Well is published through AMACOM and is out now.

Karin has a BA in Communication from Wake Forest University, an MA from Towson University in Organizational Communication, and additional graduate work at the University of Maryland, where she currently teaches in the MBA and Executive Education programs. Karin lives in Baltimore with her husband and two sons. She knows the stillness of a yogi, the reflective road of a marathoner and the joy of being a mom raising emerging leaders. Ultimately, it’s about Confident Humility.

Mary O’Neill, MA, MFT: Speaker, Trainer, Executive Coach, Mary O’Neill & Associates

Mary O’Neill is a speaker, trainer, and executive coach offering professional development programs in the areas of leadership development, conflict resolution, and team building for corporate executives, business owners, professional service providers and health care teams. With two decades of experience as a licensed psychotherapist, Mary is skilled at helping team members easily understand the often challenging communication and interpersonal issues that arise among individuals and workgroups everywhere.

Mary is a seasoned professional speaker known for her unique ability to open the minds and touch the hearts of her audiences. Her upbeat, content-rich programs have helped thousands of participants pave the way for more successful, productive, and high functioning relationships, resulting in increased production and improved profitability. In her motivational workshops and presentations, individuals and teams discover how easy — and even fun — it can be to peaceably and systematically resolve conflict, diffuse stress, and develop creative solutions to problems that often seem insurmountable.

Mary’s professional journey began with a career in public relations on Madison Avenue, in New York City, working with renowned Fortune 500 companies, such as DuPont, Tonka Toys, and Givenchy Fragrances. Early on, Mary noticed that some people possessed a greater capacity than others for building good relationships and functioning more effectively in the workplace. Her curiosity about the vital link between psychological hardiness and professional success, led her to pursue a Master’s Degree in Counseling Psychology, from John F. Kennedy University, and to later become a psychotherapist in private practice, in the San Francisco Bay Area.

Mary now combines her experience in the business world with her understanding of how people and teams function and co-exist successfully – and uses this knowledge to help individuals and organizations thrive. She provides tangible, practical tools and life changing advice, all aimed at bridging the gap between our humanity and our profession.

Esther Kamp, Vice President, Business Support Manager, Boston Private Bank & Trust

Esther Kamp, Vice President of Boston Private, serves as the Business Support Manager. The position was created to fulfill a regional need, and aligns with Esther’s skills and experience. Although currently housed in Encino, she partners with all thirteen Northern and Southern California Boston Private banking offices.  Prior to her current role she served as the Office Manager for the Granada Hills Office. She has spent her entire banking career in Operations, Banking and Client Service, starting as a payfiler, working up through back office and front line positions including project management, systems and product analysis and Business Support.  

Esther has been married for 29 years to Jay, a friend from their high school years. They have a 25 year old daughter named Robyn.  Outside of her banking career Esther is the director and coach for the Colorguard at West Ranch High School in Stevenson Ranch. Jay and Robyn also coach, so together they help young high school girls develop strength and confidence that always serves them well as they enter adulthood.

Jan Lynn Owen, Commissioner, California Department of Business Oversight

Jan Lynn Owen was appointed in 2013 by the Governor to be the first Commissioner of the Department of Business Oversight (DBO). The DBO was formed in 2013 from the merger of the Department of Corporations and Department of Financial Institutions.

Previously, Ms. Owen served as Commissioner of the Department of Corporations and worked at the Department of Financial Institutions, where she served as acting commissioner from 1999 to 2000.

Ms. Owen’s private sector experience includes stints as vice president of government affairs at JP Morgan Chase, state director of government and industry affairs at Washington Mutual Inc., and executive director of the California Mortgage Bankers Association.

Grace Kangdani, Senior Vice President, Global Commercial Banking, Bank of America Merrill Lynch​

Grace Kangdani is Sr. Relationship Manager, serving as the single, convenient point of access to deliver the full scope, scale and commitment of Bank of America Merrill Lynch.  Grace leads a team of financial specialists who work with clients to proactively provide strategic advice and integrated financial solutions. Core capabilities include financing solutions, treasury management, equipment finance and merchant processing. 

Grace began her career with Bank of America as Senior Teller in 2001.  Subsequently, she held various positions in the Corporate Security and Investigations division.  Grace currently focuses on working with emerging and growth companies in the Greater Los Angeles area, especially in the following industry verticals: consumer products, food, and technology/media.

Grace earned bachelor’s degree in Finance from California State University, Fullerton and MBA from Pepperdine University. She previously resided in Indonesia and Malaysia.  She is actively involved in various employee groups within the firm – such as: the Diversity & Inclusion Council, the Asian Leadership Network, and LEAD for Women. She is also serving in Bank of America’s West Los Angeles Regional Council, as Community Volunteer Co-Chair.

Grace has been married to her husband Ross for 8 years, and they have a preschool age daughter, Zarya.  As a family, they enjoy traveling and exploring the various eateries in Los Angeles.

Agenda

The session will run from 9:00 a.m. to 4:00 p.m. on Thursday May 26. Breakfast will begin at 8:00 a.m. and lunch will be served at 12:15 p.m. A networking reception will be hosted immediately following the conclusion of the forum.

8:00 a.m. – Breakfast & Registration Opens

9:00 a.m. – Welcome
Kathie Sowa, SVP, Market Executive, Bank of America

9:15 a.m. – Leading For Results: 7 Roles of a Highly Effective Leader
Karin Hurt, CEO, Let’s Grow Leaders
In this highly interactive session, you will work with 7 key roles effective leaders perform to achieve breakthrough results, build their careers, and develop future leaders.

  • Translator: Don’t motivate until you translate
  • Connector: Trust your team to trust you
  • Builder: See more to be more
  • Galvanizer: Let them taste the win
  • Backer: Detect then protect
  • Accelerator: Burn the script
  • Ambassador: Polish the boundaries

10:45 a.m. – Networking Break

11:00 a.m. – Step Outside…
Esther Kamp, Vice President, Business Support Manager, Boston Private Bank & Trust
To grow and advance within a company, you must first grow within yourself. Personal growth can happen in baby steps, or in leaps and bounds. But, it always happens when you push yourself into areas that are new and unnerving. Whether it’s presenting a staff meeting for the first time, introducing yourself to an executive, or submitting an idea for change, tackling uncomfortable situations always leads to personal growth. Magic happens when you take that step outside of your comfort zone.

11:30 a.m. - California Banking Update​
Jan Lynn Owen, Commissioner, California Department of Business Oversight

12:15 p.m. – Lunch

1:15 p.m. – Pay it Forward Initiative​ Presentation
Clothes the Deal Presentation

1:45 p.m. – #SelfPepTalk​
Grace Kangdani, Senior Vice President, Global Commercial Banking, Bank of America Merrill Lynch​ 

2:15 p.m. – Networking Break

2:30 p.m. – The EQ Edge: Emotional Intelligence and Your Success
Mary O’Neill, MA, MFT, Speaker, Trainer, Executive Coach, Mary O’Neill & Associates
This cutting edge presentation focuses on understanding how a well-developed Emotional Quotient (EQ) enables business professionals to improve their overall effectiveness through the development of outstanding people skills and greater self-management. Research has shown that those who can more easily establish trust, respect, warmth and rapport are more likely to positively influence others and therefore inspire greater cooperation, collaboration and teamwork. Competencies that are most important for successful leadership performance will be explored, along with practical ways to enhance EQ.

4:00 p.m. – Reception

    Audience

    Women bankers – junior officers to senior executives

    Registration Information

    125th Anniversary Pricing available through conference start date
    CBA Member: $295

    Early-Bird Registration through May 6, 2016
    Non-Member: $595

    Regular Registration
    Non-Member: $795


    Discounts Available

    Purchase a Table
    Reserve your own table of 8 bankers for almost half the regular registration rate. Please contact CBA’s Manager of Education and Training, Glenn Younger, at gyounger@calbankers.com for more information.

    Group Pricing
    If you have three (3) or more registrants from your bank there is a discount of $50 per person. Please use the code WOMEN16 when registering. 

    Sponsor a Junior Banker
    Register for you and a junior banker and receive a discount of $50 off the second registration. Please use the code SJB50 when registering. 

     
    NOTE: Discounts cannot be combined but can be used in conjunction with early-bird pricing.

    Cancellation Policy

    Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. If the request is received by May 6, 2016, the full registration fee will be refunded and 50 percent if by May 13. No refunds will be provided after May 13. Registrations made on or after May 13 are not subject to refund.

    If you are not fully satisfied with this program, please contact Glenn Younger, Manager of Education & Training at (916) 438-4433.

    Location Information

    Le Méridien Delfina Santa Monica​
    530 Pico Blvd.
    Santa Monica, California 90405
    Phone +1 310 399 9344
    Fax +1 310 399 2504
    Reservations  888 627 8532
    www.lemeridiendelfina.com/en/lemeridien 

    CBA has arranged a special room rate of $285 per night plus a discounted resort fee of $20 (includes guestroom internet) and other fees.

    Please use the link HERE to reserve your room. This link is only good for one night, Wednesday, May 25th. If you would like to reserve any other dates, please contact Nayla Ramadan, Catering & Convention Services Manager, at (310) 309-8038 or nayla.ramadan@lemeridiendelfina.com. 

    To reserve your room by phone please contact the Hotel’s Reservations Department at (888) 627-8532 to reserve your guestroom and mention the group code “CE25AA” when making your reservation.

    Please Note: Reservations must be made prior to 5:00 PM PT on Monday, April 25, 2016. 

    FAQs

    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. You may also reserve your own table of 8 bankers for almost half the regular registration rate. If you have any questions, please contact Glenn Younger, at gyounger@calbankers.com or (916) 438-4433.

    Is There a Room Block Available?

    Yes. CBA has arranged a special room rate of $285 per night plus a discounted resort fee of $20 (includes guestroom internet). Please use the link HERE to reserve your room. By phone please contact the Hotel’s Reservations Department at (888) 627-8532 to reserve your guestroom and mention the group code “CE25AA” when making your reservation.

    Please Note: Reservations must be made prior to 5:00 PM PT on Monday, April 25, 2016.

    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 executive perspectives on the impact of current trends in the banking industry.
    • Access tools to better negotiate in today’s business world.
    • Determine best practices for managing up, down, and laterally across the organization. 
    • Identify appropriate steps for career advancement.
    • Provide opportunities for career development, mentoring, recognition, and a deeper sense of inclusion with others within the bank and the industry.

    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.

    Commands