Education Seminar

FDIC: 2016 Directors’ College
The Board Retreat: The Essentials of Strategic Planning

The Westin Pasadena

You are Invited to a Strategic Planning Retreat

Your bank’s future prospects are positive, and you are considering further growth. But the question is, “How?” During the interactive one-day “board retreat,” you will consider the future strategy for your institution.

You will be guided through three potential strategic options for your institution: 

  • Acquiring loans through third parties
  • Acquiring another institution or branch offices
  • Growing loans internally

Each scenario will be distinct and present unique risks and considerations. You and your fellow board members will determine the order in which the proposals are evaluated, discuss the proposals with “bank management,” share your thoughts and experiences, and ultimately determine which (if any) strategies to implement.

Throughout the day, various presenters will identify risk management and compliance expectations and concerns associated with each of the strategic options. The presenters will incorporate lessons learned from prior banking crises, emphasize relevant strategic and succession planning considerations, discuss emerging credit risks, and highlight “Warning Signs” of which directors should be mindful.

The day will also include a discussion of local economic conditions and a chance to ask questions of our regulatory panel of experts. Additionally, you will gain an understanding of the numerous FDIC training and communication resources available.


You can expect a full day of strategic planning. The “Board Meeting” will run from 8:30 a.m. to 4:30 p.m., with breakfast and registration beginning at 8:00 a.m. and lunch around noon.

8:00 am Breakfast & Registration

8:30 am Introductory Remarks

9:00 am Strategic Planning Overview

10:00 am Networking Break

10:15 am Growing Loans Internally

11:45 am Acquiring Loans Through Third Parties

12:00 pm Lunch & Economic Presentation

1:15 pm Acquiring Loans Through Third Parties (Continued)

2:00 pm Purchasing Another Institution or Branch

2:45 pm Networking Break

3:00 pm Purchasing Another Institution or Branch (continued)​

3:15 pm Further Considerations

3:30 pm Regulatory Panel

4:30 pm Adjourn


All Bank Directors, including Chairmen and Vice-Chairmen; CEOs and Senior Bank Officers either on the Board or those who work closely with their Boards.

Pre-Course Materials

The FDIC’s Technical Assistance Video Program is a series of educational videos designed to provide useful information to bank directors, officers, and employees on areas of supervisory focus and regulatory changes. Depending on your familiarity with the topics below, you may want to consider reviewing the following videos to provide you with a foundation for our in-depth discussion:

Registration Information

Regular Registration
CBA Member: $395
Non-Member: $595

Cancellation Policy: 
Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. If the request is received by August 4, 2016, the full registration fee will be refunded and 50 percent if by August 11. No refunds will be provided after August 11. Registrations made on or after August 11 are not subject to refund.

Location Information

The Westin Pasadena
191 N. Los Robles
Pasadena, CA 91101
(626) 792-2727

The CBA has arranged for a special room rate of $209 a night plus taxes and fees for a total of $240.73 a night.

Please use the link HERE to reserve your room. This link is only good for a one night stay, Wednesday, August 24th. If you would like to reserve any other dates, please contact Stephanie Chan, Sales Manager, The Westin Pasadena, at (626) 792-2727 or

To reserve your room by phone please contact the Hotel’s Reservations Department at (866) 837-4181 to reserve your guestroom and mention the group name “California Bankers Association” when making your reservation.

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