Education Seminar

Technology & Community Banking
Sheraton Universal City

Sheraton Universal City

This technology workshop will provide you the opportunity to get up close and personal with new technologies that will help equip your institution to better compete with the super regionals.

This economic recovery provides an opportunity for community bankers to get back to the relationship model that served us so well during the 1993 – 2006 golden age of banking and our workshop will focus on those issues that will propel our banking recovery again.  We will also introduce new technologies that will enable your institution to compete for loans with institutions of any size.


We will be hosting a cocktail reception at the hotel the evening prior to the event at 5:30 p.m., Wednesday, November 13th for those of you who are local or staying at the hotel.  

The program will commence at 8:30 a.m. with breakfast and registration beginning at 8:00 a.m., and lunch around noon. We will conclude by 4:30 p.m.

Among the topics we will cover:

The Current State of Retail Banking and What Consumers Think
Why should I change? How should I change? The retail financial services industry is in the midst of an epic change and will soon look very different than it did just a few years ago. And, what are consumers really saying? What really matters to them? How do they feel about their branch experience today? How have their experiences with top retailers and products influenced what they expect? Understanding what consumers want is key to driving consumer adoption across all your bank touch points..

Technology Trends in Community Banking:  Emerging Technologies & Predictions
Bank customers want innovative technology solutions for today’s complex financial needs. Unfortunately, many of these new offerings bring added security risks. 

This informative session discusses the emerging technologies we can expect to see during the next 12-24 months, their associated dangers and the steps banks can take now to reduce exposure and provide a safer environment for delivering high-value customer solutions.

A New Era – Engagement Banking
Today’s Financial Institutions live in an era of engagement banking – a time when they must engage consumers by establishing a relevant dialogue. FIs need to reach out to consumers in novel ways. As industry leaders, we want consumers to turn to their financial institution to help them manage their daily finances and reach their short and long term financial goals. This session will investigate how banks can actively engage consumer across all channels, including human interaction and technology-driven experiences.

Now What? How Are Banks Responding to the Demands of Today’s Consumers?
Each bank’s situation is unique and your approach to branch transformation should be too. Based on our experience with hundreds of financial institutions we have found that truly successful branch transformations are the result of comprehensive solutions that include a balanced focus on people, process, layout, consumer experience and technology.

Vendor Management: Examiner Expectations for Assessing & Managing Third-Party Risk
Your contract for services with your primary banking software provider defines a very important third party relationship with your bank.  Issues of exposure, liability, service levels, and cost are all crucial elements to think about. This session will guide CFOs, COOs, and others with responsibility for negotiating such contracts, through a list of key contract points that should be addressed.

Using Technology to Help Fine-Tune and Achieve Your Funding & Investing Strategies
Since 1995, retail brokers like Charles Schwab have been offering online trading to deliver better transparency and pricing into the equity markets; and now, similar technology and transparency are being made available to the institutional marketplace to better serve the dynamics of the community banker’s balance sheet of assets and liabilities.  This web-based technology will enhance your decision-making process, deliver easy-to- use tools to better search and compare fixed-income bonds and CDs, and add to your bottom line by delivering the market intelligence required to achieve best price executions.  In this interactive session, you will be shown how to leverage and navigate the funding and fixed income marketplaces with today’s technology.  You will see the transparency of the institutional market places and have the ability to make informed, unbiased investment decisions across a variety of both liability and asset products.

Cloud Computing: Justification, Vendor Selection, Security and Compliance
Some community banks are beginning to venture into cloud computing while others are more cautious. This session discusses the best ways to determine if the cloud is right for your bank, how to select the right vendor and how to address the security and compliance issues that regulators are most concerned about.


Chief Executive Officers; Chief Financial Officers; Chief Information Officers; Chief Operating Officers; Chief Marketing Officers; Chief Compliance & Risk Officers; Bank Directors

Scheduled Speakers

  • Raja Bose, Senior Director, Consumer Transaction Solutions, Diebold, Incorporated
  • Chris Nichols, Chief Strategy Officer, CenterState Bank
  • Bryan Clagett, Chief Marketing Officer, Geezeo
  • Ruth Razook, CEO, RLR Management Consulting
  • Terri Johnson, Director of Marketing, IT Lifeline
  • Tim Peacock, SVP, Multi-Bank Securities
  • Bruce Hinkle, VP, Multi-Bank Securities

Registration Fees

Early-Bird Registration extended through October 28, 2013!
CBA Member: $345
Non-Member: $445

Regular Registration
CBA Member: $445
Non-Member: $545

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 the request is received by October 24, 2013, and 50 percent if by October 31. No refunds will be granted after October 31. Registrations made on or after October 31, are not subject to refund.

Complaints regarding this program should be directed to John Lingvall, VP & Director of Education at (916) 438-4428.

Location Information

November 14, 2013
Sheraton Universal Hotel

333 Universal Hollywood Drive
Universal City, CA 91608
(818) 980-1212 

CBA has arranged a special room rate of $169 per night.  Please contact the hotel at (888) 627-7186 to reserve and reference the California Bankers Association by October 23, 2013.

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.