Education Seminar

FDIC Community Bankers Series: Bank Capital Adequacy under Basel III
April 14, 2015, at the Walnut Creek Marriott

Walnut Creek Marriott 

Chief financial officers, controllers, treasurers and preparers of the Report of Condition and Income should not miss this informative half-day seminar.

California Bankers Association and the FDIC are committed to educating bankers on emerging regulatory issues as well as providing a regulatory insight on bank examination topics. 

With the implementation of Basel III capital this year, the FDIC has had numerous questions from the industry on the new requirements and also on the intricacies of filing March 31, 2015, Call Reports. Because of this, the FDIC will provide detailed training for community bankers on Basel III implementation and Call Report requirements.  

Register by Friday, April 3 and have the opportunity to submit your questions to the FDIC to be addressed during this seminar.

The session content will not discuss the requirements for advanced approaches institutions. 

Discussion topics will include:

  • Changes to Capital under Basel III
  • Definition of Bank Capital under Basel III
  • Revised Regulatory Minimums
  • Revised Capital Categories
  • Changes to the Call Report
    • RC-R Part I – Regulatory Capital Components and Ratios
    • RC-R Part II – Risk-Weighted Asset Calculations
  • Case Study on Capital Calculation
  • Conservation Buffer
  • Question and Answer Session

Agenda

The session will run from 8:30 a.m. to 12:30 p.m., with breakfast and registration beginning at 7:30 a.m. 

Questions:  We want to hear from you. Upon registering, attendees will receive a link to submit questions to the FDIC regarding the topic of the day. 

Scheduled FDIC Speakers and Participants

Michael Brennan
Risk Examiner
FDIC – Los Angeles, California

Mr. Brennan has over 20 years of experience in banking.  He began his career with the FDIC in 1992 where he has served in a variety of examination roles examining institutions of various sizes and risk profiles.  He is a Field Office Capital Markets Specialist and Assistant Field Office Accounting Specialist.  He has served as Case Manager in the San Francisco Regional Office and assisted in the Office of International Banking and Securities Markets of the U.S. Treasury.  Mr. Brennan has also participated in examinations with all the other Federal banking regulatory agencies.  Mr. Brennan is a 1992 graduate of California State University, San Bernardino and maintains a Credit Risk Certification from the Risk Management Association.

Brett McDivitt
Case Manager
FDIC – San Francisco, California

Mr. McDivitt serves as a Case Manager in the FDIC’s San Francisco regional office.  He joined the FDIC in 2002 in Houston, Texas.  He served as an Examiner in the Denver field office from 2004 until 2009 when he accepted the Case Manager position he currently holds.  Mr. McDivitt served as the Accounting Subject Matter Expert for the Denver field office and currently serves as the backup Regional Accountant for the San Francisco regional office.  He has been a CPA since 2007.  During his time in San Francisco, he has overseen and administered a wide variety of financial institutions of varying complexity ranging in size up to $104 billion.  Mr. McDivitt served as a course instructor for the Financial Institution Analysis School at the FDIC’s Corporate University from 2009 to 2012.  He also served as a course instructor during 2012 and 2013 for the Community Banker Workshop trainings that were held at various locations throughout the San Francisco region.  Mr. McDivitt graduated with distinction as Valedictorian from the Southwestern Graduate School of Banking, Southern Methodist University, Dallas, Texas and graduated Summa Cum Laude with a Bachelor’s degree in business administration from West Texas A&M University, Canyon, Texas.

Robert McGibbon
Field Supervisor
FDIC – Los Angeles, California

Mr. McGibbon began his career with the FDIC in 1988 as an Examiner in the Sacramento Field Office.  He was promoted to a Case Manager in the San Francisco Regional Office in 1996 where he spent the next five years.  While there, he was responsible for supervising banks in the Los Angeles, San Francisco, and Salt Lake City territories.  In 2001, Mr. McGibbon became Field Supervisor for the Billings, Montana Field Office, and in 2002 became Field Supervisor for the Los Angeles Territory where he manages two offices that cover Los Angeles and San Bernardino Counties, as well as the Central California Coast.  In 2006 and 2007, Mr. McGibbon coordinated the San Francisco Region’s directors’ college initiative, instructing at 28 locations throughout the 11 Western States.  Mr. McGibbon is a 1988 graduate of Oregon State University, Corvallis, Oregon.

René Switzer
Supervisory Examiner
FDIC – Seattle, Washington

Ms. Switzer has over 20 years of banking and finance experience.  She joined the FDIC in 1988 and worked in several field offices before leaving the FDIC in 1996 to obtain a Master’s degree.  In 2010, René returned to government service as a Risk Examiner in Seattle, Washington.  She was promoted to a Supervisory Examiner position in 2011 and serves an Accounting Subject Matter Expert for the Seattle field office.  In addition to working for the FDIC, she has worked for PricewaterhouseCoopers LLP, several mortgage companies, and in the corporate accounting department of Starbucks Coffee Company.  During her tenure at these institutions, she was responsible for implementing Statement of Financial Accounting Standards (FAS) No. 123(R), Share-Based Payments, and FAS 133, Accounting for Derivative Instruments and Hedging Activities.  Ms. Switzer earned a Bachelor of Science degree in Finance from Montana State University, Bozeman, Montana, and a Master of Science in Accountancy for San Diego State University, San Diego, California.  She is a licensed Certified Public Accountant.

 

Registration Fees

Early Bird Registrationthrough March 13, 2015
CBA Member: $195
Non-Member: $195

Regular Registration
CBA Member: $245
Non-Member: $245

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 request is received by March 20, 2015, and 50 percent if by March 27. No refunds will be granted after March 27. Registrations made on or after March 27 are not subject to refund.

If you are not fully satisfied with this program, please contact Corbett Cutts, VP, director of education at (916) 438-4428.

Location Information

Walnut Creek Marriott 
2355 North Main Street  
Walnut Creek CA 94596  
(925) 934-2000

Credit Information

Program Level: Update for all levels

Prerequisite: None

Advance Preparation: None

Method of Presentation: Group – Live (Lecture, Discussion, and Table Exercises)

Recommended CPE Credits: 3.5 Hours Maximum
(Estimated 1.0 Accounting, 1.0 Finance, 1.5 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.

Commands