2014 Chief Credit Officers Symposium
November 6-7, 2014


Designed for commercial credit managers, this symposium focuses on topics of interest including critical credit regulations, economic review, state legislation, financial analysis, hot lending topics, credit products and services of benefit to banks.

Who Should Attend

  • Chief credit officers
  • Chief lending officers
  • Credit administrators
  • De Novo officers


Early Bird Registration Fees EXTENDED through October 15, 2014

CBA Member Bank $595
CBA Affiliate Member $795
Non-Member Bank $895
Non-Member Vendor $1,095
Accompanying Spouse Fee $350

Regular Registration Fess EXTENDED through October 15, 2014

CBA Member Bank $795
CBA Affiliate Member $995
Non-Member Bank $1,095
Non-Member Vendor $1,295
Accompanying Spouse Fee $350

Fax registrations will be accepted, but payment must be received before the event start date.

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 written notice is received by October 10, 2014, and 50 percent if by October 24. No refunds will be provided after October 24. Registrations made on or after October 24 are not subject to refund.



The Clement Monterey
750 Cannery Row
Monterey, CA 93940

(831) 375-4500

Hotel accommodations can be made by calling The Clement Monterey reservations department directly at (888) 666-5734. The CBA rate is $189 for an inland view and $265 for an ocean view, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations by Friday, October 10, 2014. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates.


The Clement offers self-parking and valet parking, for a fee.


*This agenda is tentative and subject to change.


Thursday, November 6, 2014

12:00 p.m. – 5:30 p.m. Registration Open
  Sponsored by Kraft Opich, LLP
1:30 p.m. – 1:45 p.m. Welcome and Introductions
1:45 p.m. – 3:00 p.m. California Legislative Update
3:00 p.m. – 3:30 p.m. Refreshment Break
  Sponsored by Perez & Hawes LLP
3:30 p.m. - 4:30 p.m. Interest Rate Risk Modeling/Management
  Patrick Dorn, SVP, Treasurer
  Bank of Manhattan
4:30 p.m. – 6:00 p.m. Welcome Reception
  Sponsored by Standard & Poor’s Ratings Services

Friday, November 7, 2014

7:30 a.m. – 1:00 p.m. Registration Open
  Sponsored by Kraft Opich, LLP
7:30 a.m. – 8:30 a.m. Breakfast
  Sponsored by Frazier Capital Valuations
8:30 a.m. – 8:40 a.m. Opening Remarks
8:40 a.m. – 10:00 a.m. Regulator Panel
10:00 a.m. – 10:30 a.m. Refreshment Break
  Sponsored by Curtis-Rosenthal, Inc.
10:30 a.m. – 11:45 a.m. How to Develop Enhanced
Credit Risk Management Practices 
  Chris Henkel, Director, Enterprise
Risk Solutions
  Moody’s Analytics
11:45 a.m. – 12:00 p.m. Break
  Boxed Lunches Available
12:00 a.m. – 1:30 p.m. Economic Update
  Dr. Esmeal Adibi, Director of the A. Gary
Anderson Center for Economic Research
  Chapman University
1:30 p.m. Adjournment

Sponsorship Information

For detailed listings of the few remaining sponsorships available for this event, download the Sponsorship Opportunities brochure under ‘Resources.’

CBA offers a wide selection of opportunities designed to match your exposure needs and budget. If you are interested or would like more information, please contact:

Melissa O’Campo
Manager of Events and Registrations
(916) 438-4435

A few reasons your organization should sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to CBA member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with California’s bank executives
  • Support the California Bankers Association, the largest non-profit banking organization serving the California financial services industry