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2024 Annual Conference & Directors Forum

April 19 – 22, 2024 | Fairmont Orchid, Hawaii

About this Event

Join us at the Fairmont Orchid for our 2024 Annual Conference & Directors Forum from April 19 to 22, 2024. This event provides the opportunity to network with industry peers while immersing yourself in discussions led by experts on the hottest topics in the industry. CBA is excited to announce a new, dedicated Directors track featuring sessions on succession planning, director compensation best practices, and more. Don't miss the chance to broaden your perspectives, foster meaningful connections, and gain invaluable insights in a dynamic setting.

Interested in sponsoring? Take a look at the 2024 Annual Conference Sponsorship Prospectus below for more information:

Event Details

CBA Bank Member Price: $1,895

Bank Non-Member Price: $2,795

Guest Price: $795

Golf Tournament (per person): $300

Friday April 19, 2024 - Monday April 22, 2024

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Hotel

Fairmont Orchid, Hawaii
1 N Kaniku Dr
Waimea, HI 96743
(808) 885-2000
Check-In Time: 4:00 PM | Check-Out Time: 11:00 AM

Hotel accommodations can be made ONLINE HERE or by calling the Fairmont Orchid, Hawaii​ toll free at 1 (800) 257-7544 or (808) 885-2000. Please mention the California Bankers Association (CBA) to receive the special group rate. The group rate is starting at $449/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date has now expired. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Resort Fee: Please note there will be a daily resort charge of $20 per room/per night, plus applicable state and local tax and hotel occupancy tax (discounted from $35).

Agenda

Friday, April 19

6:45 AM – 7:45 AM

Golf Tournament Breakfast/Check-In*

(Mauna Lani South Course​)

  • *Please check the "Golf" tab down below for more very important information regarding the Golf Tournament.
7:45 AM

Golf Tournament Lead Out – Golf Pros will lead the Golf Group out to their starting hole*

(Mauna Lani South Course​)

  • *Please check the "Golf" tab down below for more very important information regarding the Golf Tournament.
8:00 AM – 1:00 PM

Golf Tournament – Shotgun Start*

(Mauna Lani South Course​)

  • *Please check the "Golf" tab down below for more very important information regarding the Golf Tournament.
2:00 PM – 4:00 PM

Registration Open

2:00 PM – 4:00 PM

Exhibitor Setup

4:30 PM – 5:30 PM

Welcome Reception “Toes in the Sand”

  • Join us for a beautiful welcome reception held outside on the oceanfront sandy beach overlooking the Pacific Ocean as the sun sets to kick off the conference. Make sure and arrive early to catch the beautiful sunset as it dips into the ocean.
5:30 PM

Evening Open for Vendor Dinners

Saturday, April 20

8:00 AM – 4:00 PM

Registration Open

8:00 AM – 9:00 AM

Breakfast & Dedicated Marketplace Time

8:00 AM – 3:30 PM

Marketplace Open

9:00 AM – 10:00 AM | Welcome & Opening General Session

A Morning with Billy Bean

- Billy Beane | Senior Adviser | Oakland Athletics Owner John Fisher

  • Join us for “A Morning with Billy Beane” at this year’s Annual Conference & Directors Forum. Billy Beane, Former Executive VP of Baseball Operations for the Oakland Athletics & Senior Advisor to Owner John Fisher, shares his transformative strategies from baseball to banking. Learn how innovative thinking, data-driven decision-making, and adaptability can drive success in any industry. Gain unique insights and inspiration from one of the most influential figures in sports management. *Arrangements for the appearance of Billy Beane made through UTA Speakers, New York, NY*
10:00 AM – 10:30 AM

Morning Break & Dedicated Marketplace Time

10:30 AM – 10:45 AM | General Session

Vendor Showcase

10:45 AM – 11:45 AM | General Session

Regulator Panel

Panelists:
- Paul Worthing | Regional Director, San Francisco Region | FDIC
- Karen Boehler | Deputy Comptroller for the West and Midwest Regions | OCC
- Joe Lozano | Vice President, Division of Financial Institution​, Supervision + Credit | FRBSF

Moderated by:
- Stan Ivie | EVP, Head of Government and Regulatory Affairs | Banc of California

  • At this year’s regulator panel, we will have regulators from the FDIC, OCC, and the FRBSF provide us with their update from each agency.
11:45 AM – 1:00 PM

Lunch & Dedicated Marketplace Time

12:15 PM – 1:00 PM

Regulator One-on-One Meetings

​(By Appointment Only)
*Please note, these appointments are for bankers only*

1:00 PM – 2:00 PM | General Session

CORE Providers Panel

- Chris Bureau | VP Sales| Fiserv
- Anthony Calozza | Sales Executive | Jack Henry
- Melanie Tomlinson | Head of Market Strategy, Sales Growth Office, Banking and Corporates | FIS

Moderated by:
- Kevin McPhaill | President & CEO | Bank of the Sierra

  • Join us for the CORE Providers Panel, where industry experts delve into the future of banking technology. Explore vital considerations for community and regional banks as they navigate the next generation of banking. Discover the crucial role advanced technologies play in supporting modern financial institutions, including artificial intelligence and machine learning. Gain insights into how core providers assist financial institutions in combating fraud amidst the rise of real-time payments. Learn about innovative technologies designed to enhance productivity and operational efficiencies within banks. Explore the factors influencing decisions around core conversions, empowering institutions to make informed choices in an evolving landscape and much more.
2:00 PM – 3:00 PM | General Session

Legislative Update

- Kevin Gould | President & Chief Executive Officer | California Bankers Association
- Jason Lane | Senior Vice President, Director of Government Relations | California Bankers Association
- Melanie Cuevas | Vice President of Government Relations | California Bankers Association

  • This session will provide attendees with the latest legislative updates in the state of California as well as any national updates that are top of mind for those in the banking industry.
3:00 PM – 3:30 PM

Afternoon Break & Dedicated Marketplace Time

3:30 PM – 4:30 PM | General Session

Overcoming Impediments in a Difficult M&A Environment

- Jeff Wishner | Managing Director | Keefe, Bruyette & Woods, A Stifel Company
- Kathy Moe Lonowski | Regulatory/Banking Executive
- Michael Reed | Partner | Covington

  • Join this engaging conversation between three active advisors/participants in bank M&A activity. Kathy Moe Lonowski, the recently retired FDIC Regional Director of the San Francisco/Western region and current Board member of Discover Financial Services and Pacific Coast Bankshares, will share her regulatory and risk management perspective in discussing some of the recent changes in how Washington regulatory agencies evaluate mergers. Jeff Wishner of Keefe, Bruyette & Woods and Michael Reed of Covington will add their advisory perspectives to discuss the M&A backdrop and challenging environment. In addition, all three will give their perspectives on what it takes to successfully navigate an M&A transaction starting from strategic planning, initial dialogues, the board process, and regulatory communication to a successful announcement with favorable investor reaction…not an easy task in today’s tumultuous environment.
4:30 PM

Evening Open for Vendor Dinners

Sunday, April 21

7:30 AM – 3:00 PM

Registration Open

7:30 AM – 8:30 AM

Breakfast & Dedicated Marketplace Time

7:30 AM – 2:45 PM

Marketplace Open

8:00 AM – 8:30 AM

Regulator One-on-One Meetings

​(By Appointment Only)
*Please note, these appointments are for bankers only*

8:30 AM – 8:45 AM | General Session

Vendor Showcase

8:45 AM – 10:00 AM | General Session

Embracing the New CRE | How Today’s Landscape Has Reshaped Investment Opportunity

- Kevin Colombo | Executive Vice President | Colliers
- Kitty Wallace | Senior Executive Vice President | Colliers
- Steig Seaward | Senior Director, National Research | Colliers

  • Join us to dissect the evolving landscape of Commercial Real Estate (CRE) investment. Delve into the impact of technological advancements, sustainability trends, and changing consumer behaviors on CRE opportunities. Learn strategic approaches to navigate and capitalize on these shifts, enabling your institution to thrive in the dynamic market. Embrace innovation and adaptability as we explore the dawn of a new era in commercial real estate investment within the banking sector.
10:00 AM – 10:30 AM

Morning Break & Dedicated Marketplace Time

10:00 AM – 10:30 AM

Regulator One-on-One Meetings

​(By Appointment Only)
*Please note, these appointments are for bankers only*

10:30 AM – 11:15 AM | Learning Sessions
Learning Session #1

Managing Liquidity Risk in Turbulent Waters

- Mark Haberland | Managing Director | Darling Consulting Group
- Max Damm | Managing Director | IntraFi

  • Following a period of pronounced market rate increases, ongoing economic uncertainty and bank failures, examiner concerns over liquidity risk management practices – both operationally and strategically – are expectedly elevated. Join DCG Managing Director Mark Haberland as he discusses the rapidly evolving landscape for liquidity risk monitoring and stress testing, including heightened regulatory expectations for advanced scenario design, assumption development and support, model performance backtesting, contingency planning, and operational and contingency readiness. Don’t confuse strong liquidity with a sound liquidity risk management process – be ready for heightened expectations by taking action today! Attendees of this timely session will gain strategic perspective on: Current regulatory concerns and criticisms Leading approaches to stress testing scenario design, assumption development/support, and liquidity risk monitoring practices Effective model performance and backtesting techniques Operational and contingency planning best practices
Learning Session #2

Climate Risk and Opportunity Management

- Francis Janes | Industry Relations and Partnerships Director | Beneficial State Foundation

  • Boards and senior leadership teams have an important role to play as banks take steps to address both the physical and economic transition risks driven by climate change. Financial institutions face increased calls for information and progress on climate issues from a broad swath of stakeholders including regulators, investors, customers, employees, NGOs and communities. In California, the threats to business as usual from climate change include wildfires, drought, flooding and extreme heat. These events and conditions pose risks to the viability of bank lending and investment portfolios. As board oversight responsibility expands to governance over climate-related risks and opportunities, it is critical for directors to ensure they are well-positioned to address these new challenges. Senior leadership must also begin to integrate climate risk into existing enterprise risk management systems and processes.
Directors Track

Succession Planning

Panelists:
- Aaron Axton | Managing Director | KBW
- Russ Colombo | Former President & CEO | Bank of Marin and Bank of Marin Bancorp;
Director | Bank of Marin and Bank of Marin Bancorp
- Mike Lasher | President | Community Commerce Bank

  • Embark on a deep dive into Succession Planning with our expert panel featuring Aaron Axton (KBW), Russ Colombo (Bank of Marin and Bank of Marin Bancorp), and Mike Lasher (Community Commerce Bank). Learn from Aaron’s strategic insights at KBW, Russ’s firsthand experiences navigating leadership transitions, and Mike’s perspectives on talent cultivation. This session covers crucial topics such as identifying and nurturing leaders, aligning development with goals, and managing transitions effectively. Whether you’re an executive, board member, or professional interested in succession planning intricacies, gain valuable strategies to build a resilient leadership pipeline. Engage with industry leaders and enhance your understanding of organizational success in banking.
11:30 AM– 12:15 PM | General Session

ABA President & CEO Remarks

- Rob Nichols | President & CEO | American Bankers Association

  • Join Rob Nichols, President & CEO of the ABA, for a crucial session on the current and future state of banking. Rob Nichols will share his insights on challenges, opportunities, and strategic priorities shaping the trajectory of the American banking landscape. As the industry responds to economic shifts and technological advancements, Nichols’ comprehensive overview covers regulatory outlook, innovation, and the role of community banks. Gain valuable insights into the ABA’s advocacy efforts. This must-attend session provides a roadmap for navigating the evolving dynamics of the financial services industry, offering a deeper understanding of the forces shaping the banking landscape and ABA’s strategic priorities.
12:15 PM – 1:30 PM

Lunch & Dedicated Marketplace Time

12:30 PM – 1:30 PM

Regulator One-on-One Meetings

​(By Appointment Only)
*Please note, these appointments are for bankers only*

1:30 PM – 2:15 PM | General Session

Disaster Recovery & Resilience

- Linda Ezuka | Executive Director | Hawaii Bankers Association
- Dan Bailey | EVP & Chief Banking Officer | Tri Counties Bank

  • Join us for a crucial session on “Disaster Recovery & Resilience.” Hear from industry leaders Linda Ezuka, Executive Director of the Hawaii Bankers Association, and Dan Bailey, EVP & Chief Banking Officer of Tri Counties Bank, as they provide status updates on disaster recovery post-wildfires in Chico and Maui. Gain insights into lessons learned from a banking perspective, collaborative strategies for mutual support during natural disasters, and the pivotal role banks play in community recovery efforts. Don’t miss this imperative discussion shaping the future of disaster response in banking.
2:15 PM – 2:45 PM

Afternoon Break & Dedicated Marketplace Time

2:45 PM – 3:45 PM

Peer Networking with pro-voke

3:45 PM

Evening Open for Vendor Dinners

Monday, April 22

7:30 AM – 3:30 PM

Registration Open

7:30 AM – 8:30 AM

Breakfast & Dedicated Marketplace Time

7:30 AM – 1:15 PM

Marketplace Open

8:30 AM – 8:45 AM

Exhibitor Prize Drawings

8:45 AM – 9:45 AM | General Session

Value versus Price

- Marty Plourd | Director & CEO | Community West Bank
- James Kim | President & CEO | Central Valley Community Bank
- David Gershon | Partner | Sheppard Mullin

Moderated by:

- Peter Buck | Managing Director | Piper Sandler

  • With the help of illustrative case studies, this panel will review decisions faced by board of directors when evaluating merger proposals and the various factors that should be weighed while choosing which counterparty is the best merger partner. Gain insight into how the stated offer price should not the be the sole determinant for maximizing shareholder value.
9:45 AM – 10:00 AM

Morning Break & Dedicated Marketplace Time

10:00 AM – 10:45 AM | Learning Sessions
Learning Session

An Update on the New CRA Rules and Litigation to Block those Rules

- Brian Montgomery | Senior Counsel | Pillsbury

  • In late 2023, the federal regulators finalized a rule that makes extensive amendments to the regulations that implement the Community Reinvestment Act. This includes novel, complex, and detailed data collection and reporting requirements for banks’ retail deposits and lending and community development financing. For the first time, banks will be examined in areas where they have no physical presence if they exceed specified lending volume in those areas (known as “retail lending assessment areas”) and will be subject to stricter, data driven performance tests will make it more difficult to achieve satisfactory or outstanding CRA ratings. This session will review the proposed changes and offer tactics on how banks can begin preparing for the effective date of the new rules.
Learning Session

Evolution of CRE & Credit - Recent Stories from a Loan Review Backpackers Journey

- Steve Krase | Principal, Financial Services Consulting | Crowe LLP

  • Explore the changing dynamics of Commercial Real Estate (CRE) and credit as Steve Krase, Principal at Crowe, shares recent stories and insights from his extensive loan review experiences. Join us for an engaging session covering market trends, credit risk management strategies, and emerging best practices. Gain practical insights to navigate the evolving landscape of CRE lending, directly from the field experiences of a seasoned financial services consultant.
Directors Track

Director Compensation and Compensation Committee Best Practices

- Mike Blanchard | CEO | Blanchard Consulting

  • Join CEO Mike Blanchard of Blanchard Consulting for an exploration of director compensation and best practices for compensation committees. Gain key insights into effective strategies to optimize director compensation structures, aligning them with industry benchmarks and regulatory guidelines. This session is essential for board members, executives, and those focused on governance excellence in the banking sector.
11:00 AM – 12:00 PM

Director Peer Exchange Sessions

11:00 AM – 12:00 PM

Mid-Sized Bank Peer Exchange

11:00 AM – 12:00 PM

Community Bank Peer Exchange

12:00 PM – 1:15 PM

Lunch & Dedicated Marketplace Time

1:15 PM

Exhibitor Tear Down

1:15 PM – 2:00 PM | Learning Sessions
Learning Session #1

Data-Driven Banking: Unlocking the Power of Analytics for Growth and Success

- David Heneke | Principal | CLA
- Joshua Juergensen | Principal | CLA

  • In this presentation, we will explore the untapped potential of data analytics in the banking industry. Despite having access to vast amounts of data on customer spending habits, many banks fail to leverage this information to drive growth and make informed decisions. With the increasing importance of analyzing large amounts of data in a short amount of time, effective data analytics has become critical in today’s business environment. Fortunately, the tools needed for data analytics are likely already available to you, and we will show you how to get started on your data analytics journey. We will cover data analytics concepts, demonstrate how to leverage information from your core system, and provide examples of building routines for automated data analysis. Through real-life examples, we will illustrate how easy it is to get started with data analytics. Join CLA to unlock the power of data analytics and transform your banking institution.
Learning Session #2

AI Unleashed: Transforming Banking in the Digital Era

- Eric Devine | President & CEO | Vitex

  • Embark on a journey with Eric Devine, President & CEO of Vitex, as he unveils the power of AI in reshaping the banking landscape. Explore cutting-edge strategies, innovative applications, and real-world insights into the pivotal role of artificial intelligence in navigating the digital era. Join this dynamic session to gain a comprehensive understanding of how AI is revolutionizing banking practices, enhancing customer experiences, and driving strategic growth in the ever-evolving financial landscape.
Directors Track

Leveling Up: Effective Governance and the Internal Audit Function​

- Noory Song | Senior Manager | Moss Adams
- Chris Wetzel | Director | Moss Adams

  • Corporate governance provides a framework of rules, practices, and processes by which a company is directed and controlled. It involves balancing the interests of a company’s many stakeholders, including shareholders, management, customers, regulatory agencies, and the community it serves. Internal audit plays a crucial role in corporate governance by providing independent and objective assurance to the organization’s board of directors and senior management. It is designed to promote transparency and accountability within the organization by assessing the effectiveness of the organization’s risk management and internal control processes. It also helps to ensure that operational procedures are effective, efficient, and compliant with relevant laws and regulations. In this session, we’ll cover two key areas: Considerations to maintain and oversee an effective internal audit program Explore the interplay between corporate governance and internal audit and discuss how each can enhance the other to provide a strong governance framework for the organization.
2:00 PM – 2:15 PM

Afternoon Break

2:15 PM – 3:00 PM | General Session

Strategies to Accelerate Business Deposit Growth

- Lori Shao | CEO & Founder | Finli

SMBs Going Global: Unlock Revenue for your Bank with Safer Cross Border Payments

- Saujin Yi | Founder/CEO | LiquidTrust

  • Strategies to Accelerate Business Deposit Growth: This presentation focuses on essential tactics for banks to boost their business deposit base effectively. It emphasizes understanding market dynamics, tailoring product offerings, building strong relationships with clients, leveraging digital transformation, and optimizing risk management practices. By implementing these strategies, banks can enhance liquidity, profitability, and competitiveness in the market, ultimately driving sustainable growth in business deposits. | SMBs Going Global: Unlock Revenue for your Bank with Safer Cross Border Payments: B2B cross border payments are growing 10% a year with 80% of transactions under $100,000. 43% of small businesses conduct cross border payments, but 75% are dissatisfied with current solutions. This session focuses on the huge market opportunity for banks to attract and retain valuable business customers by offering differentiated and safer global payment solutions tailored for the needs of modern small businesses.
3:00 PM – 4:00 PM | Closing General Session

Secure Data Sharing: The Competitive Carrot & the Compliance Stick

- Jane Barratt | Chief Advocacy Officer and Head of Global Public Policy | MX
- George Leis | President & Chief Operating Officer | Montecito Bank & Trust

  • In our closing session, Jane Barratt, Chief Advocacy Officer at MX, and George Leis, President & COO of Montecito Bank will explain the upcoming Dodd-Frank 1033 Rules, detailing the required obligations and deadlines for financial institutions. Additionally, they will discuss what actionable steps CBA’s member banks can undertake immediately to accelerate the adoption of secure data sharing and highlight the benefits this will offer to both banks and their customers.
5:00 PM – 5:30 PM

Farewell Reception

  • After finishing up the last session of the conference, join us for a cocktail at the farewell reception.
5:30 PM – 8:00 PM

Farewell Dinner

  • Enjoy the Farwell Dinner with friends as you recap all of the great memories from this year's Annual Conference.

Event Speakers

Billy Beane

Senior Adviser

Oakland Athletics Owner John Fisher

Stan Ivie

EVP, Head of Government and Regulatory Affairs

Banc of California, N.A.

Paul Worthing

Regional Director, San Francisco Region

FDIC

Karen Boehler

Deputy Comptroller for the West and Midwest Regions

OCC

Joe Lozano

Vice President, Division of Financial Institution​, Supervision + Credit

FRBSF

Chris Bureau

VP Sales

Fiserv

Anthony Calozza

Sales Executive

Jack Henry

Melanie Tomlinson

Head of Market Strategy, Sales Growth Office, Banking and Corporates

FIS

Kevin McPhaill

President & CEO

Bank of the Sierra

Kevin Gould

President & Chief Executive Officer

California Bankers Association

Jason Lane

Senior Vice President, Director of Government Relations

California Bankers Association

Melanie Cuevas

Vice President of Government Relations

California Bankers Association

Jeff Wishner

Managing Director

Keefe, Bruyette & Woods, a Stifel Company

Kathy Moe Lonowski

Regulatory/Banking Executive

Michael Reed

Partner

Covington

Kevin Colombo

Executive Vice President

Colliers

Kitty Wallace

Senior Executive Vice President

Colliers

Steig Seaward

Senior Director, National Research

Colliers

Rob Nichols

President & CEO

American Bankers Association

Linda Ezuka

Executive Director

Hawaii Bankers Association

Dan Bailey

EVP & Chief Banking Officer

Tri Counties Bank

Marty Plourd

President

Community West Bancshares

James Kim

President & CEO

Community West Bank

David Gershon

Partner

Sheppard Mullin

Peter Buck

Managing Director

Piper Sandler

Lori Shao

CEO & Founder

Finli

Saujin Yi

Founder/CEO

LiquidTrust

Jane Barratt

Chief Advocacy Officer and Head of Global Public Policy

MX

George Leis

President & Chief Operating Officer

Montecito Bank & Trust

Mark Haberland

Managing Director

Darling Consulting Group

Max Damm

Managing Director

IntraFi

Francis Janes

Industry Relations and Partnerships Director

Beneficial State Foundation

Aaron Axton

Managing Director

Keefe, Bruyette & Woods, A Stifel Company

Russ Colombo

Former President & CEO | Director

Bank of Marin and Bank of Marin Bancorp

Mike Lasher

President

Community Commerce Bank

Brian Montgomery

Senior Counsel

Pillsbury

Steve Krase

Principal

Crowe LLP

Mike Blanchard

CEO

Blanchard Consulting

Eric Devine

President & CEO

Vitex

Noory Song

Senior Manager

Moss Adams

Chris Wetzel

Director

Moss Adams

David Heneke

Principal

CLA

Joshua Juergensen

Principal

CLA

Additional Event Details

CPE Credits

The 2024 Annual Conference and Directors Forum will be offering 16 CPE credits.

The California Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

The 2024 Annual Conference Golf Tournament will take place on the Mauna Lani South Course.

Mauna Lani South, is very popular with first time visitors to the Big Island of Hawaii in large due to its rich history with the internationally televised PGA Senior Skins Game that Mauna Lani South hosted for 11 consecutive years from 1990 through 2000 and included Jack Nicklaus, Arnold Palmer, Lee Trevino and Gary Player just to mention a few. One of the PGA tournament Camera Towers was located on the back of the Black Tee Box on the South Course Hole 15 and because of this, Hole 15 has since then grown to become one of the World’s most photographed “over-the-water” golf holes (photo attached). Many avid golfers have Hole 15 on the Mauna Lani South Course on their Bucket List. Additionally, the Mauna Lani South Course was awarded the 2022 #1 Public Golf Course in the United States by GolfPass.com.

The Mauna Lani Golf Course is located just steps away from the Fairmont Orchid.

Location:
Mauna Lani South Course
68-1050 Makaiwa Pl
Waimea, HI 96743
(808) 885-6655

Golf Registration includes the following:
- (1) Round of golf at the Mauna Lani South Course
- (1) Golf cart per two players
- Continental Breakfast
- Boxed Lunch
- (2) beverage tickets

Golf Club Rentals:
Players renting clubs will received a Fairmont Room charge for the Rentals of $85.00 + tax = $89.00 (tax included), on the day of the Tournament.

All rental requests must be submitted to CBA by Friday, April 12, 2024.

Rentals will be pre-loaded on the carts if ordered.

Agenda:
6:30AM – Driving Range, Putting Green & Pro-Shop Opens
6:45AM – 7:45AM – Check in with CBA Staff / Continental Breakfast Available
7:45AM – Golf Pros will lead the Golf Group out to their starting hole
8:00AM – Golf Tournament Kicks Off with Shotgun Start


CBA Staff will have a registration table at the pro shop to check-in the players. We will also have a final list of the golf pairings as a reference.

Prizes:

  • Team Scramble
  • Closest to the Pin – Men
  • Closest to the Pin – Women
  • Longest Drive – Men
  • Longest Drive – Women
  • Play Your Own Ball – Men
  • Play You Own Ball – Women

Price:
$300 per golfer

Cancellation Policy:
**Full refunds for golf will be granted if cancellation is received by Tuesday, March 19, 2024. No refund if cancellations are received after Tuesday, March 19, 2024.**

Register Online

If you would like to make an appointment with one of the regulators during the conference, please click on the link below to sign up today. Please make sure and sign up soon as these limited spots will fill up quickly.

Regulators:
- Paul Worthing, Regional Director, San Francisco Region, FDIC
- Karen Boehler, Deputy Comptroller for the West and Midwest Regions, OCC
- Joe Lozano, Vice President, Division of Financial Institution​, Supervision + Credit, FRBSF

Register Here for Your Regulator Appointment

*Please note, these appointments are for bankers only*

We will be utilizing the California Bankers Association app at our 2024 Annual Conference & Directors Forum. Download the app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the conference, and much more. Simply search “California Bankers Association” in either the Apple App Store or the Google Play Store to download today. As we approach the conference you will receive log-in instructions.


Download the Free CBA App
Simply search “California Bankers Association” in the store

Pricing For Annual ConferencePrice
CBA Bank Member Regular$1,895
Bank Non-Member Regular$2,795
Guest Pass$795
Golf Tournament (per person)$300

REGISTER ONLINE

If you have any registration questions, please email Gina Titus at registrations@calbankers.com.

Cancellation Policy

Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Friday, March 15, 2024. No refund if cancellations are received after Friday, March 15, 2024. Substitutions welcome.

Guest Pass Includes:

- Welcome Reception (Friday, April 19 – 4:30 p.m. – 5:30 p.m.)
- Farewell Reception (Monday, April 22 – 5:00 p.m. – 5:30 p.m.)
- Farewell Dinner (Monday, April 22 – 5:30 p.m. – 8:00 p.m.)


- Access to all scheduled breakfasts, lunches, and refreshment breaks

If you have any registration questions, please email Gina Titus at registrations@calbankers.com.

Cost: $795

Register Online

Cancellation Policy

Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Friday, March 15, 2024. No refund if cancellations are received after Friday, March 15, 2024. Substitutions welcome.

Click here to learn about hotel experiences

Click here to learn about the hotel’s spa and wellness

If you are interested or would like more information, please contact:

Jennifer Fair
VP, Conferences and Strategic Partners
(916) 438-4416 or jfair@calbankers.com

A few reasons your organization should sponsor and/or exhibit:

  • 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 bank executives
  • Support the California Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry

2024 Annual Conference Sponsorship Prospectus

Questions for the team?

Please send an email to:
registrations@calbankers.com

2023 Annual Conference Photo Gallery

Previous Event Agendas