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2026 Annual Conference & Directors Forum

May 12 – 15, 2026 | The Ritz-Carlton Maui, Kapalua

About this Event

We’re headed back to paradise! Mark your calendar for May 12–15, 2026, as CBA returns to Hawaii for our Annual Conference & Directors Forum at The Ritz-Carlton Maui, Kapalua. This flagship event brings together bank leaders, board members, and industry experts for four days of engaging sessions, timely insights, and high-level networking—all set against the stunning backdrop of Maui. From thought-provoking discussions on the industry’s hottest topics to meaningful connections with peers, this is your opportunity to gain fresh perspectives and recharge in a truly unforgettable setting.

And for golf enthusiasts, don’t miss the chance to tee off on the world-renowned Kapalua courses—where championship-level play meets jaw-dropping ocean views.

Planning Travel?
Programming kicks off at noon on Tuesday, May 12, followed by two full days on Wednesday and Thursday. We’ll wrap up Thursday night with dinner and entertainment! Stick around Friday, the 15th, for our optional annual golf tournament at the Plantation Course.

Who should attend?
• Presidents & CEOs
• C-Suite Executives
• Senior Bank Leaders
• Board of Directors

Questions? Please contact Gina Titus at gtitus@calbankers.com.

Event Details

Bank Member: $1,895

Bank Non-Member: $2,295

Guest: $795

Tuesday May 12, 2026 - Friday May 15, 2026

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Hotel

The Ritz-Carlton Maui, Kapalua
1 Ritz Carlton Dr
Lahaina, HI 96761
1 (800) 262-8440

Check-In Time: 4:00 PM | Check-Out Time: 12:00 PM

Hotel accommodations can be made by clicking here to book your room through our hotel room block or by calling The Ritz-Carlton Maui, Kapalua at 1 (800) 262-8440. Please mention the California Bankers Association Annual Conference to receive the special group rate. The group rate is starting at $539/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block expires Wednesday, April 1, 2026 at 7pm PT. 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.

Agenda

Agenda items are being updated daily, check back for more soon!

8:00 AM - 12:00 PM

Exhibitor Setup

  • Come set up shop in the Aloha Garden Pavilion, a standout indoor-outdoor event space at the heart of the conference. With open-air surroundings and great flow, it’s the perfect place to spark conversations, showcase your brand, and ease into the conference in true island style.
12:00 PM - 1:00 PM

Pavilion Sip & Social

  • Start the week with the Pavilion Sip & Social! Mix and mingle over light bites, beer, and wine in a vibrant, open-air setting—the perfect way to spark conversations and make new connections before the conference gets underway.
1:00 PM - 1:10 PM

Welcome Remarks

  • We’ll begin with a warm welcome from our CBA leadership, sharing opening thoughts and bringing everyone together as we kick off the program.
1:10 PM - 1:40 PM | General Session

General Session

1:40 PM – 2:30 PM | Opening General Session

Opening Keynote Session

  • John “Gucci” Foley | Blue Angel Lead Solo Pilot, Stanford Fellow, Best-Selling Author & "Gratitude Guru"
  • As a former lead solo pilot with the legendary Blue Angels, John “GUCCI” Foley has flown in one of the most elite and high-pressure environments imaginable and now translates those intense lessons in trust, teamwork, and peak performance into transformative leadership insights for organizations everywhere. Known as the “Gratitude Guru,” John inspires audiences to elevate mindset, cultivate cultures of excellence, and unlock their highest potential — all while embracing purpose, resilience, and a “Glad To Be Here®” mindset that drives lasting impact.
2:30 PM - 3:15 PM | General Session

General Session

3:15 PM - 3:45 PM

Afternoon Refreshment Break & Networking

  • Join us for an afternoon refreshment break designed for relaxed conversation and connection.
3:45 PM - 4:30 PM | General Session

Community Banking Through the Eyes of the Investor Community

  • Kelly Motta | Managing Director | Keefe, Bruyette & Woods, A Stifel Company
  • An overview of the banking landscape (with a focus on community banks) through the lens of the investment community.
5:30 PM - 6:30 PM

Pacific Pāʻina – Welcome Reception

  • Begin the conference with an island-inspired welcome reception, where light bites, beverages, and beautiful views set the scene for connection and mingling.
6:30 PM

Evening Open

Agenda items are being updated daily, check back for more soon!

7:30 AM - 8:30 AM

Breakfast & Networking

  • Join us for breakfast and networking, a perfect start to a productive day of learning and conversation.
8:30 AM - 9:15 AM | General Session

Strategic Horizons: Economic Insights for Leaders

  • Phil Mackintosh | Chief Economist | Nasdaq
  • An engaging overview of current economic conditions, exploring key trends and market dynamics shaping today’s financial environment.
9:15 AM - 9:30 AM

Vendor Showcase

  • A quick, dynamic showcase where attendees will learn about vendor offerings.
9:35 AM - 10:15 AM | Breakout Session

The Future of Banking, The More Things Change, The More They Stay the Same

  • Preston Afrank | Senior Executive Vice President | Haberfeld
  • While technology, regulations, and customer expectations continue to evolve, community banks face a defining moment. To thrive, they must embrace change, while staying true to the values that have always set them apart — trust, relationships, and local connection. This session explores how community banks can balance innovation with tradition to drive a sustainable long-term path to success. Learning Objectives: • Navigating economic, regulatory, and technological changes and uncertainty • Strategies for aligning organizational structure and cultural initiatives with strategic priorities • Holistic approach to building resilient, future-ready institutions
9:35 AM - 10:15 AM | Breakout Session - Directors Track

Beyond Compliance - Building Internal Control Governance That Scales

  • Casey Sanderson | Partner | Forvis Mazars
  • As financial institutions grow and cross new thresholds, boards face heightened responsibilities for internal control oversight. This session explores how governance frameworks must evolve to meet expanded compliance requirements without sacrificing agility. Attendees will gain practical strategies for aligning board oversight with emerging risk landscapes, leveraging technology for transparency, and fostering a culture of accountability. Learn how to turn regulatory change into an opportunity for stronger governance and sustainable growth.
10:15 AM - 10:45 AM

Morning Refreshment Break & Networking

  • Pause, refresh, and continue building connections during this mid-morning break.
10:45 AM - 11:25 AM | Breakout Session

Your Finance Team: The Critical Link between Strategic Planning and Execution

  • Bryan Ridgway | Director of Performance Management Solutions | Empyrean Solutions
  • In today's volatile banking landscape, having a strategic plan isn't enough. The gap between strategy and execution is where most financial institutions struggle—and where competitive advantage is won or lost. In this session, you'll learn how leading banks and credit unions are leveraging integrated financial risk and performance management to: Sharpen Strategic Focus, Drive Organization-Wide Alignment and Accelerate Performance Management and Agility.
10:45 AM - 11:25 AM | Breakout Session - Directors Track

Breakout Session - Directors Track

11:30 AM - 12:30 PM | General Session

Riding The Regulatory Wave

  • Paul Worthing | Regional Director | FDIC
  • Karen Boehler | Deputy Comptroller for the West and Midwest Regions | OCC
  • Roberta Hollinshead | SVP, Community & Regional Institution Supervision | FRBSF
  • Moderator: Kevin Gould | President & CEO | California Bankers Association
  • Join our regulatory update featuring representatives from the FDIC, OCC and FRBSF, moderated by Kevin Gould.
12:30 PM - 1:45 PM

Lunch & Networking

  • Take a break for Lunch-- combining a delicious meal with an inviting setting to meet, converse, and build connections.
1:10 PM - 1:45 PM

Regulator One-On-One Appointments (FDIC, OCC, FRB)

  • Meet individually with regulators from the FDIC, OCC, and FRB. Advance appointments are necessary to participate in these one-on-one sessions.
1:45 PM - 2:30 PM | General Session

2026 State and Federal Legislative Update

  • Jason Lane | SVP, Director of Government Relations | California Bankers Association
  • Moderator: Kevin Gould | President & CEO | California Bankers Association
  • Join Jason Lane, Senior Vice President and Director of Government Relations for the California Bankers Association, for a comprehensive briefing on the most significant state and federal legislative and regulatory developments impacting the banking industry. This session will cover key proposals affecting lending, payments, deposit insurance, consumer protection, AI, fraud, and emerging federal reforms—along with a candid assessment of political dynamics and what banks should be preparing for next. Moderated by Kevin Gould.
2:30 PM - 2:45 PM

Vendor Showcase

  • Learn about products and services that could fill a need or spark a new idea, all in short, engaging vendor presentations.
2:45 PM - 3:15 PM

Afternoon Refreshment Break & Networking

  • Join us for an afternoon refreshment break designed for relaxed conversation and connection.
2:45 PM - 3:20 PM

Regulator One-On-One Appointments (FDIC, OCC, FRB)

  • Take advantage of another opportunity to schedule a private one-on-one meeting with FDIC, OCC, or FRB representatives. Appointments are required.
3:15 PM - 3:45 PM | Breakout Session

Building a Fraud-Forward Future: Collaboration, Culture, and Innovation in Banking

  • Jeff Scott | VP of Fraud Intelligence | Q2
  • Fraud is no longer just a risk issue — it’s a strategic business concern that demands innovation, culture change, and collaboration across functions. This panel highlights how banks can future-proof their defenses through enhanced partnerships (industry consortia, law enforcement, regulators), embracing cutting-edge technology like AI for anomaly detection and behavioral analytics, and fostering a proactive fraud culture that empowers frontline staff and customers alike. Panelists will also discuss the importance of data governance, vendor relationships, and scenario planning to anticipate and mitigate fraud before it impacts the bottom line. Participants will gain insights into building integrated fraud ecosystems within their institutions, designing effective cross-channel responses, and leveraging emerging tools and partnerships to stay ahead of sophisticated adversaries.
3:15 PM - 3:45 PM | Breakout Session - Directors Track

Breakout Session - Directors Track

3:45 PM - 4:30 PM

Peer Networking Happy Hour - (Bankers Only)

  • Raise a glass with fellow bankers at this exclusive peer networking session designed as a place to connect, unwind, and exchange ideas.
4:30 PM

Evening Open

  • Make the most of the evening—continue conversations, discover the local area, or spend some time at your own pace.

Agenda items are being updated daily, check back for more soon!

8:00 AM - 9:00 AM

Breakfast & Networking

  • Join us for breakfast and networking, a perfect start to a productive day of learning and conversation.
8:25 AM - 9:00 AM

Regulator One-On-One Appointments (FDIC, OCC, FRB)

  • Take advantage of another opportunity to schedule a private one-on-one meeting with FDIC, OCC, or FRB representatives. Appointments are required.
9:00 AM - 9:40 AM

Digital Assets and the Fight for Deposits: What Community Banks Need to Know

  • Michel Jacobs | Chief Strategy Officer | CSI
  • Stablecoins, tokenized deposits and the GENIUS Act are accelerating the conversation around digital assets. But for community banks, the more important question is what these developments actually mean for deposits, payments and long-term competitiveness. In this session, CSI Chief Strategy Officer Michel Jacobs will break down the fundamentals of stablecoins, tokenized deposits and the GENIUS Act before examining the broader forces reshaping money movement in community banking. Attendees will gain perspective on where these evolving technologies may drive the U.S. banking market and the strategic considerations community banks should weigh to compete for deposits, relationships and relevance.
9:40 AM - 9:50 AM

Vendor Showcase

  • Discover solutions, products, and services in a fast-paced Vendor Showcase, where each vendor has five minutes to highlight what they offer.
9:55 AM - 10:25 AM | Breakout Session

Friend or Foe? Private Credit in the Banking System

  • Matt Ashworth | Managing Director | Hyperion Risk Management
  • Private credit has grown to be a $3 trillion market, all over the space of just a few years. Even with respected bankers like Jamie Dimon unsure if these market participants are friend or foe, how should bank presidents, executive teams and board members consider their emergence in and intersection with the banking system. Is private credit a competitor, a collaborator, an opportunity, a threat, a risk or some combination? As much as they compete for some lending opportunities, can private credit open doors for others? This session will demystify the private credit market, review opportunities banks have to capitalize on the disruption they cause, and highlight key risks for bank and the banking system as a whole.
9:55 AM - 10:25 AM | Breakout Session - Directors Track

Measuring and Improving Board Effectiveness

  • Kaley Karaffa | Head of Board Advisory | Nasdaq
  • Strong board performance is essential to the strategic direction, regulatory compliance and long-term success of community banks. Learn how to identify relevant performance metrics, compare your board’s practices against industry standards and use data-driven insights to foster continuous improvement. Whether you're looking to strengthen governance, improve board engagement or prepare for succession, get practical frameworks tailored to the unique needs of your bank.
10:25 AM - 10:55 AM

Morning Refreshment Break & Networking

  • Pause, refresh, and continue building connections during this mid-morning break.
10:25 AM - 11:00 AM

Regulator One-On-One Appointments (FDIC, OCC, FRB)

  • Take advantage of another opportunity to schedule a private one-on-one meeting with FDIC, OCC, or FRB representatives. Appointments are required.
10:55 AM - 11:40 AM

Peer Networking (Bankers Only)

  • Spend time connecting with peers who share your interests and challenges. This session provides space to learn from each other, swap ideas, and build lasting professional relationships.
11:45 AM - 12:15 PM | General Session

Remarks from the American Bankers Association

  • Hear insights and perspectives from American Bankers Association leadership on current trends and priorities in banking.
12:15 PM - 1:30 PM

Lunch & Networking

  • Take a break for Lunch-- combining a delicious meal with an inviting setting to meet, converse, and build connections.
12:35 PM - 1:30 PM

Regulator One-On-One Appointments (FDIC, OCC, FRB)

  • Meet individually with regulators from the FDIC, OCC, and FRB. Advance appointments are necessary to participate in these one-on-one sessions.
1:30 PM - 1:45 PM

Vendor Prize Drawings

  • Join us for the announcement of our vendor prize drawing winners.
1:45 PM - 2:30 PM | General Session

General Session

2:30 PM - 3:30 PM | Closing General Session

The Weight You Cannot See: The Hidden Work of Leadership in a High Pressure Industry

  • Christopher Thompson | Executive Coach | Keynote Speaker | Master Facilitator | Author | CORE Inclusive Consulting
  • Banking leaders carry more than performance goals. They carry culture, clarity, and the emotional tone of their teams. In an industry defined by regulation, rapid change, and rising expectations, the weight leaders carry is not always visible, but it is always felt. This keynote explores the internal work required to lead with steadiness under pressure. Participants will leave with practical strategies to build resilience, protect culture, and elevate performance without transferring stress to their teams.
5:30 PM - 8:00 PM

Closing ‘Aha‘aina

  • As the sun sets on an incredible event, join us for dinner and entertainment that turns celebration into an experience. Delight in tropical-inspired cuisine, sip refreshing drinks, and enjoy vibrant entertainment set against stunning views. The evening shines with the Distinguished Banker Award Announcement, honoring standout leadership and achievements. Come for the food and fun, stay for the laughter, the energy, and the perfect send-off to a remarkable event.

Agenda items are being updated daily, check back for more soon!

8:30 AM - 2:00 PM

Golf Tournament

  • 9:30 AM: Modified Shotgun Start. Step onto the Plantation Course for a day of golf, breathtaking scenery, and friendly competition. Test your skills, enjoy the outdoors, and soak in the stunning surroundings with fellow attendees. For additional information, please review the Golf tab down below under the Additional Event Details. Questions? Contact Gina Titus at gtitus@calbankers.com

Event Speakers

John “Gucci” Foley

Blue Angel Lead Solo Pilot, Stanford Fellow, Best-Selling Author & "Gratitude Guru"

Christopher Thompson

Executive Coach | Keynote Speaker | Master Facilitator | Author

CORE Inclusive Consulting

Phil Mackintosh

Chief Economist

Nasdaq

Kelly Motta

Managing Director

Keefe, Bruyette & Woods, A Stifel Company

Preston Afrank

Senior Executive Vice President

Haberfeld

Casey Sanderson

Partner

Forvis Mazars

Bryan Ridgway

Director of Performance Management Solutions

Empyrean Solutions

Paul Worthing

Regional Director, San Francisco Region

Federal Deposit Insurance Corporation

Karen Boehler

Deputy Comptroller for the West and Midwest Regions

Office of the Comptroller of the Currency

Roberta Hollinshead

SVP, Community & Regional Institution Supervision

Federal Reserve Bank of San Francisco

Kevin Gould

President & CEO

California Bankers Association

Jason Lane

Senior Vice President, Director of Government Relations

California Bankers Association

Michel Jacobs

Chief Strategy Officer

CSI

Matthew Ashworth

Managing Director

Hyperion Risk Management LLC

Kaley Karaffa

Head of Board Advisory

Nasdaq

Additional Event Details

Golf Tournament - Friday, May 15, 2026

Plantation Golf Course

Recognized as the best golf course in Hawaii for fifteen consecutive years by Golfweek 
- playing the Plantation Course is on every golfer’s bucket list!

Come conclude the week with our Annual Golf Tournament at the stunning Plantation Golf Course in Kapalua on Friday, May 15, 2026.

With dramatic elevation changes, this course offers plenty of downhill tee shots. You’ll feel like one of the pros when, with the aid of the aggressive slope of the 18th fairway, you will enjoy hitting one of the longest drives of your life. The Plantation Course is the site of the PGA Tour’s The Sentry each January, featuring an elite field of previous year’s PGA TOUR winners.

The field has been enjoyed by golf greats such as Tiger Woods, Vijay Singh, Phil Mickelson, Ernie Els, Davis Love III, Dustin Johnson, Justin Thomas, Jordan Spieth, Patrick Reed, Jon Rahm and many more. 

Designed by Ben Crenshaw and Bill Coore, the course was designed on a grand scale in keeping with its location on the slopes of the West Maui Mountains and offers dramatic ocean views from virtually every hole. Its lengthy 7,596-yard par-73 layout challenges the pros, but its wide fairways and generous greens make it very playable for the average golfer.

Transportation & Tournament Details 

Shuttle service will begin at 8:15 a.m. (additional transportation details coming soon). Golfers will meet at the course between 8:30 and 9:00am for check-in, with a 9:30 a.m. modified shotgun start. All players will be escorted to their assigned holes at 9:25 a.m.

Players may choose to participate in a scramble format or play their own ball. We are happy to accept pairing requests, though we cannot guarantee them. Handicaps will be collected upon registration and utilized for final scoring.

Fees

CBA’s discounted registration fee is $375 per player, which includes:

  • Green fees
  • Shared cart usage
  • Two drink tickets
  • Breakfast
  • Two water bottles

Club rentals are not included in the registration fee. Rentals may be reserved through CBA in advance and will be $99.48 (inclusive of taxes), which also includes six golf balls. Rental fees will be paid on-site by the player. 

Prizes

CBA will provide prizes for the winners in each of the following categories:

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

Cancellation Policy 

Cancellations made on or before Friday, April 17, 2026, will be eligible for a full refund. No refunds will be issued for cancellations after this date.

Disclaimer

All tournament details are subject to change. While we do not anticipate any adjustments, CBA reserves the right to modify transportation schedules, start times, pairings, or other logistical elements as necessary. Players will be notified of any changes within an appropriate timeframe.

We look forward to a fantastic finish to the week!

Questions, please reach out to Gina Titus at gtitus@calbankers.com.

Register Now

CPE Credits

The 2026 Annual Conference and Directors Forum will be offering CPE credits. Once the agenda is finalized, we will be able to provide the amount of credits here.

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

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
- Roberta Hollinshead, SVP, Community & Regional Institution Supervision, FRBSF

Register Here for Your Regulator Appointment

*Please note, these appointments are for bankers only*

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

Gina Titus
Assistant Vice President, Conferences
(916) 438-4417 or gtitus@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

View the Sponsor Prospectus here

Questions for the team?

Please send an email to:
registrations@calbankers.com

Pricing
CBA Bank Member: $1,895
Bank Non-Member: $2,295
Guest: $795

Group Pricing Discount
Receive a 10% discount on banker registrations for groups of six or more bankers from the same bank. 
(Discount applies to banker registrations only; guest registrations are excluded.)

Cancellation Policy
Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by April 27, 2026. No refund if cancellations are received after April 27, 2026. Substitutions welcome.

This cancellation policy applies to standard banker registrations only. Cancellation terms for sponsors are outlined in the Sponsorship Prospectus and on the Sponsor Registration Form.

2025 Annual Conference Photo Gallery

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