2017 Bank Presidents Seminar
The Four Seasons Biltmore • Santa Barbara, California
CBA’s only program exclusively for member bank presidents and CEOs. Senior leaders of California banks are invited to attend and share in informative sessions to discuss the ever-changing landscape of the financial services arena at the beautiful Four Seasons Biltmore in Santa Barbara.
George F. Will, Best-selling author and Pulitzer Prize winning newspaper columnist
George Will is today’s most widely read columnist. His newspaper column has been syndicated by The Washington Post since 1974. Today, it appears twice weekly in approximately 500 newspapers in the United States and in Europe. In 1976, he became a regular contributing editor of Newsweek magazine, for which he provided a bimonthly essay until 2011.
In 1977, he won a Pulitzer Prize for commentary for his newspaper columns. Altogether eight collections of Will’s Newsweek and Washington Post columns have been published, the most recent being One Man’s America. In 1990, Will published Men At Work: The Craft of Baseball, which topped The New York Times best-seller list for two months and was most recently reissued on April 13, 2010, as a 20th anniversary special edition with a new introduction (paperback). In 1998, Scribner published Bunts: Curt Flood, Camden Yards, Pete Rose and Other Reflections on Baseball, a best-selling collection of new and previously published writings by Will on baseball. His new book, A Nice Little Place on the North Side: Wrigley Field at One Hundred, was released March 25, 2014. Will was a member of Major League Baseball’s Blue Ribbon Panel, examining baseball economics.
For 32 years, beginning as a founding member in 1981, he was a panelist on ABC television’s This Week with George Stephanopoulos. In 2013, he became a contributor to FOX News’ daytime and primetime programming. Will was born in Champaign, Illinois, educated at Trinity College in Hartford, Connecticut, Oxford University and Princeton University, where he earned his Ph.D. He has taught political philosophy at Michigan State University and the University of Toronto. Will served as a staff member in the United States Senate from 1970 to 1972. From 1973 through 1976, he was the Washington editor of National Review magazine. Today, Will lives and works in Washington.
James Kane, Renowned loyalty expert, behavioral scientist and author
Considered one of the world’s foremost experts on what makes someone truly loyal—to another person, to an organization, or to a cause—behavioral scientist and consultant, James Kane has helped some of the largest and most well-known organizations in the world, including Apple, Marriott Hotels and Major League Baseball build unbreakable relationships with customers, members, fans, volunteers, vendors, sponsors and employees.
By combining the latest scientific research from behavioral psychology and neurology with 100,000 years of human evolution, Kane is creating an entirely new understanding of what it means to be loyal and establishing a proven model for individuals and organizations to build and maintain business relationships.
One of the most quoted and profiled authorities on loyalty today, Kane has been featured in leading global and industry outlets, including The New York Times, The Wall Street Journal and BusinessWeek, and is a frequent guest on CNN, CNBC and FOX Business, which credits him as being “one of the best experts in the business.” The author of two upcoming books, The Loyalty Switch and Virtually Loyal (both available in 2016), Kane draws from his work advising organizations ranging from Fortune 100 giants to small, regional companies to deliver unprecedented insight on fostering loyalty across business platforms.
A sought after speaker, Kane has shared keynoting duties with such business and political thought leaders as Sir Richard Branson, Malcolm Gladwell, Warren Buffet and Presidents George W. Bush and Bill Clinton. Bridging the gap between science and business, Kane delivers unmatched insight for audiences across industry sectors to effectively develop the kind of loyalty that every leader and organization strives to attain.
Dr. Peter Rupert, Economist and professor
Peter Rupert is the director of the UCSB Economic Forecast Project and a professor of economics. He is also associate director of UCSB Laboratory Aggregate Economics and Finance, with Nobel laureate Finn Kydland. Before joining UCSB he was a senior research advisor at the Federal Reserve Bank of Cleveland, and held professorships at the University of Western Ontario, SUNY Buffalo, and WVU. Professor Rupert earned his B.S. at Santa Clara University and his Ph.D. from the University of Rochester. His areas of specialization include macroeconomics, monetary economics, and labor and family economics.
JP Nicols, Founder, FinTech Forge
JP Nicols is a bank innovation consulting expert who has been internationally recognized as a leading voice for innovation, strategy and leadership for the future of financial services. Nicols is a trusted advisor to companies from startups to the Fortune 500, a popular writer, a top rated speaker, and is often quoted in the press on video and in print. He has been named to several lists as an influential thought leader in financial services, including Top FinTech Influencers in the United States of America (#5) and FinServ 25: The Most Influential Voices in Banking (#7). Additionally, Nicols has served in past leadership and innovation roles at top financial institutions, including as the first chief private banking officer for a top five U.S. bank. He is a highly-rated instructor on innovation at the Pacific Coast Banking School, and is a popular recurring guest host of Breaking Banks, the first global fintech podcast, which now has more than 2 million listeners annually.
Aaron Axton, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
Mike Cohn, Director, WolfPAC Solutions
Mike serves as Director of the WolfPAC Solutions Group at Wolf & Company, P.C. He is responsible for the strategic direction of the group and provides enterprise risk management (ERM) advisory services and board training to community based financial institutions. An expert on ERM, Mike routinely speaks on the topic before banking professionals nationwide. The increased maturity of enterprise risk management in fast changing community based institutions provides an opportunity for tight integration with business strategy and important operational activities including key risk indicator monitoring and cost of risk management measurement. Mike challenges many pre-conceptions on the optimum effectiveness of the chief risk officer role, while presenting practical approaches to improve ERM program effectiveness.
John Donohue, Partner, Moss Adams LLP
John works with public and private company audit clients, in addition to consulting with clients and engagement teams on a variety of technical auditing and accounting matters. In 2012 he completed a two-year fellowship in the Office of the Chief Accountant of the SEC, where his responsibilities included consulting on technical accounting matters and monitoring the FASB’s standard-setting projects. While at the SEC, John also participated in the staff’s IFRS Work Plan, presented to the AICPA Banking Conference, and consulted with other regulators on a variety of topics. Prior to his fellowship at the SEC, John spent eight years in the Portland office of Moss Adams, auditing public and private companies in a variety of industries.
Ryan Hayhurst, Managing Director, The Baker Group
Ryan joined The Baker Group in 1991 and is now a managing director and member of the board of directors. Ryan serves as Manager of the Financial Strategies Group and oversees the design and implementation of investment and asset/liability strategies for financial institutions. He is also integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolio and their overall interest rate risk profile. Ryan regularly develops and presents educational seminars nationwide with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences and has served as a faculty member of several national and regional banking schools.
Kay Kowitt, Western Regional Director, Office of the Comptroller of the Currency (OCC)
Kathy Moe, Acting Regional Director, Federal Deposit Insurance Corporation (FDIC)
Kathy Moe is the Acting Regional Director for the San Francisco Region of the FDIC where she is responsible for the oversight of financial institutions in the Western U.S. Prior to this appointment, Ms. Moe served as the Deputy Regional Director for Risk Management since 2012 and was Field Supervisor in the FDIC Phoenix Office prior to that. She is a 30-year veteran with the FDIC and has worked in the Washington Headquarters Office in Risk Management and the Division of Insurance and Research. During her career, Ms. Moe has led several high-profile projects including developing “Lessons Learned from the Crisis and served as Chairman of the Field Supervisor Council under Chairman Bair. Ms. Moe completed Graduate School of Banking at the University of Colorado and obtained her Leadership and Management Certificate from the University of California.
Gabe Nachand, Partner, Moss Adams LLP
Gabe Nachand joined Moss Adams in 1995 and has been partner in the Financial Services Practice since 2005. He’s a 2008 graduate of Pacific Coast Banking School and has been auditing and consulting with financial institutions virtually his entire career. In 2000, Gabe received the firm’s Technical Excellence Award in recognition of his technical expertise.
Gabe’s client base consists exclusively of financial services companies, many with complex accounting and auditing issues. Areas of expertise include:
- Enterprise risk management implementation and evaluation
- Technical accounting matters such as acquisition accounting, stock-based compensation, mortgage operations (servicing, hedging, and related derivatives), and fair value considerations
- Customer profitability
- Due diligence engagements
- Credit review and allowance methodologies
- SEC financial reporting (periodic reporting and registration statements).
Gabe serves as the Quality Control Coordinator for one of the firm’s largest practice offices, routinely dealing with professional standards and independence matters. In 2016, Gabe was appointed to a task force of the AICPA’s Depository Institutions Expert Panel, focused on addressing CECL modeling challenges for the banking industry.
Jan Lynn Owen, Commissioner, California Department of Business Oversight (DBO)
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.
Barbara Polsky, Partner, Manatt, Phelps & Phillips LLP
Barbara Polsky has extensive experience representing numerous domestic and foreign banks, financial holding companies, savings associations and mortgage and other specialty finance companies in a wide range of corporate, finance and securities transactions, mergers and acquisitions, and regulatory and compliance matters. Barbara regularly represents financial institutions in connection with enforcement actions relating to capital, asset quality, management, compliance and other issues. Her practice includes regular interaction with federal and state regulatory agencies, including the SEC, OCC, Federal Reserve, FDIC, and the California Department of Business Oversight.
Barbara previously served as Executive Vice President and General Counsel of City National Corporation and City National Bank and Executive Vice President and General Counsel of Aames Financial Corporation.
Barbara frequently lectures at investment banking and commercial banking seminars on mergers and acquisitions, bank capital augmentation and compliance matters.
David Sandler, Principal, Sandler O’Neill + Partners, L.P.
David C. Sandler is a Principal at Sandler O’Neill + Partners, L.P. He works with the firm’s West Coast clients in all aspects of strategic planning and franchise value enhancement, including asset/liability management, mergers and acquisitions and corporate finance. Mr. Sandler also advises the firm’s private equity clients on capital raising and depository strategy. He is a frequent lecturer at banking graduate schools, trade associations and industry conferences.
Since joining Sandler O’Neill, Mr. Sandler has been involved in a number of transactions for depository institutions, including Bridge Capital Holdings on its $474 million merger with Western Alliance; Wilshire Bancorp on its merger with BBCN Bancorp forming Hope Bancorp; Preferred Bank on its $100 million subordinated debt offering; Western Alliance on its $150 million subordinated debt offering; among others.
Mr. Sandler received a Bachelor of Arts degree in economics from the University of California, Los Angeles. He sits on the finance committee of the Episcopal Charities of San Francisco and the investment committee of the American Friends of the Israel Philharmonic Orchestra. Mr. Sandler resides in San Francisco with his wife and two sons.
Dorothy Savarese, Chairman, President and CEO, Cape Cod Five Mutual Company
Dorothy Savarese is the chairman, president and CEO of Cape Cod Five Mutual Company, the sole shareholder of The Cape Cod Five Cents Savings Bank, an independent Massachusetts state-chartered savings bank founded in 1855. Savarese is chairman of the board of trustees of the Cape Cod Five and chairman of The Cape Cod Five Cents Savings Bank Charitable Foundation Trust. She currently serves as chairman of the American Bankers Association, secretary of the board of trustees of Cape Cod Community College and is a board member at Gosnold on Cape Cod, an addiction healthcare provider. She is a past member of the FDIC Advisory Committee on Community Banking, a past chairman and board member of the Cape Cod Chamber of Commerce board of directors, a past chairman of the Massachusetts Bankers Association and a past member of the board of directors of the American Bankers Mutual Insurance Ltd. In 2015, Dorothy was named one of the 25 Most Powerful Women in Banking by American Banker magazine for the fifth consecutive year.
Jeff Wishner, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
Kevin Zerbe, Group Vice President, Financial Institution Supervision and Credit Division Federal Reserve Bank of San Francisco (FRB)
Currently, Kevin Zerbe serves as Group Vice President in the Federal Reserve Financial Institution Supervision and Credit Division. In this role, he has oversight responsibility for Community, Regional & Foreign Institution Supervision and also for the District’s Applications/Enforcement Group.
The Community Institutions Group is responsible for supervision of 12th District
Community banks and bank holding companies, which are generally defined as entities with less than $10 Billion in consolidated assets. The Regional & Foreign Institutions Group is responsible for supervision of 12th District regional banks and bank holding companies, which are generally defined as entities with between $10 Billion and $50 Billion in consolidated assets. This group also oversees Foreign Banking Organizations operation in the 12th District. The Applications/Enforcement Group has responsibility for the districts application process and enforcement action oversight.
With over 25 years of combined regulatory experience, Kevin has served in a variety of capacities including officer oversight responsibility for Surveillance; Risk Coordination and the Division’s IT Support function. Prior to joining the Federal Reserve, Kevin was a bank examiner with the Office of the Comptroller of the Currency (OCC).
Kevin is a graduate of the University of Arkansas Little Rock and holds a graduate degree from the University of San Francisco. Kevin currently serves as a director of the Pacific Coast Banking School, is an active United Way volunteer, and is involved with San Ramon Valley Youth Sports.
David Gershon, Partner, Manatt, Phelps & Phillips, LLP
David Gershon is a member of the financial services practice group in the San Francisco office. His practice focuses on securities and general corporate matters for financial institutions and technology companies, including mergers and acquisitions, securities law compliance, SEC reporting, securities offerings and corporate governance. David represents financial institutions, technology companies, underwriters and private equity funds in these matters. His corporate finance experience includes private placements, public offerings, PIPE transactions and at-the-market offerings. He also advises clients regarding bank regulatory matters, such as acquisition and control issues, holding company issues, nonbanking activities, the organization of de novo banks and supervision and enforcement matters. He has represented underwriters in equity offerings and private equity funds in their investment transactions.
Peter Buck, Managing Director, Investment Banking, Sandler O’Neill + Partners
Peter J. Buck is a Managing Director in the Investment Banking Group of Sandler O’Neill & Partners, L.P. Based in the firm’s San Francisco office, he is responsible for providing merger and acquisition, capital raising and overall strategic planning advice for financial institutions nationwide.
Joseph Gulash, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
Ernest Panasci, Partner, Stinson Leonard Street LLP
Ernie Panasci, a partner in the firm’s Denver office, focuses his practice in the areas of financial institutions, mergers and acquisitions, corporate law and counsels financial institutions about federal and state banking matters and related securities law and financing issues. He has been directly involved in more than 100 transactions as counsel for buyers or sellers of financial institutions and the merger and acquisition of businesses in a diverse range of other industries. Ernie focuses his practice throughout the Western United States, including the States of Colorado, New Mexico, Wyoming, Montana, Arizona, California, Idaho and Washington. Ernie assists financial institutions and their affiliate companies in creatively structuring and successfully implementing mergers and acquisitions. The firm has been a leader among law firms in the United States in the number of deals in which it served as counsel. Ernie also assists companies in regulatory enforcement and interventions, public and private capital formation and strategic planning matters. Ernie advises directors and officers concerning their obligations and potential exposure in their individual capacities. Ernie is a regular speaker at Banking conferences and serves as a facilitator to Bank boards and their management teams.
Adam Keefer, Managing Director, Investment Banking, Sandler O’Neill + Partners
Adam J. Keefer is a Managing Director in the Investment Banking Group of Sandler O’Neill + Partners, L.P. Since joining the firm in 2004, Mr. Keefer has focused on financial institutions in the western region. He has extensive experience serving as an advisor in mergers and acquisitions, public and private capital raising transactions, recapitalizations, restructurings and other strategic initiatives for Sandler O’Neill’s clients, including the $2.0 billion merger between Umpqua Holdings Corp. and Sterling Financial Corp., Pacific Capital Bancorp’s $1.5 billion sale to Mitsubishi UFJ Financial Group, Inc. and Washington Banking Company’s $265 million strategic merger with Heritage Financial Corp.
Patricia Young, Partner, Pillsbury
Patricia Young is a partner in the law firm’s Corporate & Securities practice and is located in the San Francisco office. She practices in the corporate, corporate securities and banking law areas, with particular emphasis on mergers and acquisitions of financial institutions, securities regulation and general corporate representation of financial institution clients.
CBA member bank presidents and CEOs, by invitation only
Early Bird Registration Fees through December 16, 2016
CBA Member Bank $995
Accompanying Spouse Fee $495
Regular Registration Fess after December 16, 2016
CBA Member Bank $1,345
Accompanying Spouse Fee $495
The Four Seasons Biltmore
1260 Channel Drive
Santa Barbara, California 93108
Our room block at the Four Seasons Biltmore Hotel is sold out. The Montecito Inn and Fess Parker’s Double Tree currently have availability. However, CBA does not have a designated room block with either property. Please contact one of these hotels directly to reserve your room.
Beginning with CBA’s 2017 Bank Presidents Seminar and going forward, optional use of the Coral Casino Beach & Cabana Club along with its athletic club facilities, pool and café are subject to a daily additional charge of $200 per day. However, all participants and hotel guests may still dine at Tydes Restaurant (located inside the Club). If interested, please confirm club reservations and daily pricing at the Biltmore front desk.
The Biltmore still maintains a heated pool, spa and fitness facility located on the grounds of the resort, at no additional charge. Confer with the front desk for operational hours.
Alternative Options for Accommodations
Please note: The CBA does not have a negotiated room rate at the following hotels.
1295 Coast Village Rd
Santa Barbara, CA 93108
The Fess Parker, Santa Barbara Hotel
a DoubleTree Resort by Hilton
633 East Cabrillo Blvd
Santa Barbara, CA 93103
*Subject to change
Thursday, January 12, 2017
|12:00 p.m. – 7:30 p.m.||Registration Open|
Sponsored by BancAlliance
|1:00 p.m. – 3:00 p.m.||
|El Rincon||Sponsored by Vitex
6:00 p.m. – 7:30 p.m.
Welcome Reception and Opening Remarks
|Loggia Ballroom||Sponsored by Automated Financial Services, Inc.
Friday, January 13, 2017
|7:00 a.m – 3:45 p.m.||Registration Open|
Sponsored by BancAlliance
|7:00 a.m. – 9:00 a.m.||
|El Mar/La Marina||Sponsored by Pillsbury Winthrop Shaw Pittman LLP
|8:20 a.m. – 8:30 a.m.||Welcome and Introduction|
|Loggia Ballroom||Kathie Sowa, CBA Chair-Elect|
|8:30 a.m. – 9:30 a.m.||
|Loggia Ballroom||- George F. Will,
Author and Pulitzer Prize Winning Columnist
|9:45 a.m. – 10:45 a.m.||Breakouts – Series 1|
Winning the Performance Challenge- Ryan Hayhurst, Managing Director, The Baker Group
|Las Flores/El Presidente||
Taking the Mystery out of CECL
|10:45 a.m. – 11:15 a.m.||Refreshment Break|
|Sponsored by Harland Clarke
|11:15 a.m. – 12:15 p.m.||Breakouts - Series 2|
|Las Flores/El Presidente||From Potential to Performance: FinTech 2.0
- JP Nicols, Founder, FinTech Forge
- Barbara Polsky, Partner, Manatt, Phelps & Phillips LLP
EQ or IQ? How do CEOs Use Both to Manage
|12:15 p.m. – 1:20 p.m.||Luncheon Address|
|La Pacifica Ballroom||- Dorothy Savarese, ABA Chairman|
|Sponsored by Manatt, Phelps & Phillips LLP
|1:30 p.m. – 2:30 p.m.||The Loyalty Switch|
|Loggia Ballroom||- James Kane, Renowned Loyalty Expert and Author
|2:45 p.m. – 3:45 p.m.||Meet Your Regulator|
|La Veranda||- Kay Kowitt, OCC
- Jan Owen, DBO
- Kathy Moe, FDIC
- Kevin Zerbe, FRBSF
|3:45 p.m. – 5:00 p.m.||Personal Time|
|5:00 p.m. – 6:00 p.m.||Gala Cocktail Reception|
|La Pacifica Terrace||
Sponsored by WolfPAC Integrated Risk Management
Entertainment sponsored by Atlas Hospitality Group
|6:00 p.m. – 9:00 p.m.||Gala Dinner, Live PAC Auction and Distinguished Banker of the Year Award|
|La Pacifica Ballroom||Sponsored by Keefe, Bruyette & Woods, Inc.
Saturday, January 14, 2017
|8:30 a.m – 10:45 a.m.||Registration Open|
|El Rincon||Sponsored by BancAlliance
|8:00 a.m. – 9:30 a.m.||Buffet Breakfast|
|El Mar/La Marina||Sponsored by MJC Partners
|8:30 a.m. – 9:30 a.m.||
The Price is Right!: An Interactive Session on M&A
- Aaron Axton, Managing Director,
- David Gershon, Partner,
Manatt, Phelps & Phillips LLP
- Peter Buck, Managing Director,
Sandler O’Neill + Partners, L.P.
- Joseph Gulash, Managing Director,
Keefe, Bruyette & Woods, A Stifel Company
- Ernest Panasci, Partner,
Stinson Leonard Street LLP
- Adam Keefer, Managing Director,
Sandler O’Neill + Partners, L.P.
- Patricia Young, Partner,
|9:45 a.m. – 10:45 a.m.||
An Economic Outlook for California and the U.S.
- Dr. Peter Rupert
|10:45 a.m.||Seminar Adjourns|
Winning the Performance Challenge
You continue to be challenged by a low interest rate environment coupled with unique balance sheet trends and performance pressures. Capital management and costly regulatory mandates make it harder to meet earnings goals while staying within acceptable risk parameters. This session will discuss strategies for you to win the performance challenge based on overall asset/liability exposures, liquidity considerations and relative value security selection. Specific recommendations and tools will be discussed as opportunities to enhance performance in order to build long-term shareholder value.
- Ryan Hayhurst
Managing Director, The Baker Group
Taking the Mystery out of CECL
Join this session to learn what you can do today to be prepared for adopting CECL in 2020. Speakers will provide the key data points that will be included in the CECL reporting and suggestions for early adoption.
- John Donohue
Partner, Moss Adams LLP
- Gabe Nachand
Partner, Moss Adams LLP
From Potential to Performance: FinTech 2.0
Just a few years ago, fintech companies wanted to put traditional financial institutions out of business. Disrupt the industry!, they said. We still have more than 6,000 banks in the U.S., what has been the effect of fintech in our industry to date and what should we anticipate as we begin to partner instead of competing with fintech. Speakers will provide the latest fintech data and research on how fintech is disrupting our markets and delivery
- JP Nicols
Founder, FinTech Forge
- Barbara Polsky
Partner, Manatt, Phelps & Phillips LLP
EQ or IQ? How do CEOs Use Both to Manage Their Enterprise Risk Management?
Your bank has practiced risk management since your funding of your first loan. But with today’s fast changing world, new regulatory requirements, economic uncertainty, and threats from nonbank players, new methods must be developed. Do we need more IQ or EQ to keep the bank safe? This session will discuss what we know, what do we not know, and what are we willing to learn as we go. Our speaker will share top 10 ERM trends for 2017 and where the CEO should focus to maximize their efforts.
- Mike Cohn
Director, WolfPAC Solutions
The Loyalty Switch
In this fascinating and highly entertaining presentation, James Kane will take you on a journey into the human brain, explaining the science behind true loyalty and human relationships. Building on more than 40 years of research, Kane makes the case that human beings have a fundamental need to be loyal and actively seek out specific clues from others that tell them when they can and should be. When organizations or individuals are able to understand and demonstrate those loyalty-building behaviors, they can develop relationships that will last a lifetime and result in unwavering and unlimited support.
- James Kane
Renowned Loyalty Expert and Author
Meet Your Regulator
Take this opportunity to meet face-to-face with your regulators and examiners from the OCC, FDIC, DBO and FRBSF, and ask questions regarding top violations and emerging regulatory trends.
- Kay Kowitt
Western Regional Director, Office of the Comptroller of the Currency
- Kathy Moe
Acting Regional Director, Federal Deposit Insurance Corporation
- Jan Lynn Owen
Commissioner, California Department of Business Oversight
- Kevin Zerbe
Group Vice President, Financial Institution Supervision and Credit Division, Federal Reserve Bank of San Francisco
The Price is Right!
Whether you are planning on building, selling, buying or partnering, you will leave this interactive peer group session with new ideas and strategies for building long lasting value for your bank and shareholders. Experienced moderators will use actual case studies to cover: 2016 M&A trends, deal size and pricing, financing options and successful deal attributes. Don’t miss this opportunity to test your M&A skills!
- Aaron Axton
Managing Director, Keefe, Bruyette & Woods, A Stifel Company
- David Sandler
Principal, Sandler O’Neill + Partners, L.P.
- Jeff Wishner
Managing Director, Keefe, Bruyette & Woods, A Stifel Company
Sponsorship Opportunities brochure now available! Click the link under Resources to download your copy.
If you are interested in sponsoring this event, contact the CBA events staff: Rosemary Mignano 916-438-4435
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
The spouse fee includes scheduled social gatherings and meal functions, including the spouses meet and greet breakfast Friday morning. The planned off-site spouse activity below is open to paid spouse registrants, but is limited and requires a completed spouse registration. Please RSVP to email@example.com if you would like to attend the activity. Additional details will be emailed in December.
Friday, January 13th – 8:00 a.m. – 3:00 p.m.
8:00 a.m. to 9:00 a.m. - Spouses Meet and Greet Breakfast
9:30 a.m. – Depart for Roblar Winery
10:30 a.m. to 12:00 p.m. - Yoga Class and wellness focused presentation
- Led by Certified Yoga Teacher Cori Lassahn
12:45 p.m. - Three course Gourmet Lunch at Roblar Winery
2:00 p.m. - Depart for Four Seasons Biltmore
The following airlines have flights to Santa Barbara Municipal Airport: Alaska Airlines, United Airlines, Delta Airlines and American Airlines. Please consult your preferred travel search engine or provider for best airfares. CBA does not have a designated airline for this event.
Parking / Transportation
The resort offers complimentary day valet parking. Self parking surrounding the property is $19 per night, per vehicle and overnight valet parking is $31 per night, per vehicle.
If you are flying, you may use the Santa Barbara, Los Angeles or Burbank airports. The Santa Barbara Airport is approximately a 20-minute drive to the Four Seasons Biltmore. CBA has selected Budget car rental as the designated rental car company for the Bank Presidents Seminar. To obtain the promotional rate, call (800) 826-2090 and refer to CBA ID #U051957.
Event Mobile App
Sponsored by the Promontory Interfinancial Network, LLC
Download CBA’s official event mobile app to access detailed event information about the seminar, build your schedule, view session descriptions, detailed speaker bios and a list of attendees. To download, search “CA Bankers Association Events” in the Apple App Store or Google Play.
Special Dietary / Physical Needs
Any attendee with special dietary or physical needs should indicate so on the registration form.
Business Casual Attire during the day programming.
Cocktail Attire in the evening at the receptions and dinners.