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2025 Lenders & Chief Credit Officers Conference

October 7 – 8, 2025 | Hyatt Regency Orange County

About this Event

Join us for the 2025 Lenders & Chief Credit Officers Conference, where banking leaders and industry experts come together to explore the latest trends, challenges, and opportunities in lending and credit management. 

Planning your travel? Please see event outline below:

Tuesday, October 7
• Complete day of sessions starting at 10 A.M.
Wednesday, October 8
• Complete day of sessions
• Evening joint networking event

Topics to be addressed during the conference include:
• Hot topics from other CCO's
• CRE
• CECL
• Former Regulator AMA (Ask Me Anything): Everything You Were Ever Afraid to Ask and Everything They Never Told You
• Making More of Loan Review: Leveraging Data Collection for Deeper Analysis
• Credit Concentration & Portfolio Diversification
• Generate More Profit, Win More Business and Add Discipline and Consistency to Your Loan Pricing Process
• The Retreat of the CFPB: What Are Banking Agencies Doing, and Are States Filling the Gap?
• Artificial Intelligence
Additional timely topics may be announced

Event Details

CBA Bank Member - Regular: $895

Non-Member - Regular: $1,095

Tuesday October 07, 2025 - Wednesday October 08, 2025

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Agenda

Former Regulator AMA (Ask Me Anything): Everything You Were Ever Afraid to Ask and Everything They Never Told You

  • Matthew Ashworth | Managing Director | Hyperion Risk Management LLC
  • Recent disruptions to the federal regulatory agencies have prompted the departures of many bank examiners. Matt Ashworth is one such examiner. Here is the chance to ask this former regulator those credit risk questions that you always wanted to know but were afraid to ask (How, exactly, do you pick your loan sample? Why do you seem to ask the same questions each year? Is there a “magic number” for my ACL balance?). Matt will also be sharing some of the key things he was never able to share with the banks he examined, but wishes he had and what bank management can expect from regulatory agencies in light of their reduced staffing and capacity for bank supervision.

Making More of Loan Review: Leveraging Data Collection for Deeper Analysis

  • Mike Fletcher | Co-Founder & President | Qualtik
  • Discover ways that banks are leveraging their loan review work to collect, store, and analyze data. Learn about best practices and practical ways to make more of the work your bank is already doing.

Generate More Profit, Win More Business and Add Discipline and Consistency to Your Loan Pricing Process

  • Dan Roderick | CEO | Strunk, LLC
  • Are you 100% comfortable with the method you employ today to set rates on loans and deposits? At times, do you worry that you are just matching the competition or sometimes that your lenders are more concerned with giving the customer a good deal vs. making money for the bank? Most bankers would say they are not completely comfortable with their pricing methodology today and that too often matching the competition or giving ‘one of our best customers’ a good deal is the first club out of the bag. During this session we will explore the factors that should be considered when setting rates on loans and deposits. Methods to drive consistency will also be discussed - not just consistency from lender to lender, but also consistency from one product to another and over time. In addition, the session will also address: · Methods to establish more discipline in pricing · Consistently Price for Credit Risk · If I don’t just match the competition, how do I win more business? · Increasing profit through a more formal pricing process · How to gain lender buy-in

The Retreat of the CFPB: What Are Banking Agencies Doing, and Are States Filling the Gap?

  • Michael Flynn | Of Counsel | Buchalter
  • The current Administration has made it clear that it wants to alter the regulatory state, including curtailing many efforts of the CFPB. We have witnessed a drastic reduction in CFPB budgetary amounts, an effort to dramatically reduce the CFPB’ workforce, withdrawal of large amounts of CFPB guidance and interpretations, and a scaling back of enforcement efforts. Join this lively discussion of where the CFPB is, whether other federal banking agencies are scaling back or shifting focus of regulation, and what states are doing to fill the perceived void in CFPB activities. What does all this a activity mean for banks, and how should banks respond?

Speakers

Matthew Ashworth

Managing Director

Hyperion Risk Management LLC

Mike Fletcher

Co-Founder & President

Qualtik

Dan Roderick

CEO

Strunk LLC

Michael Flynn

Of Counsel

Buchalter

Hotel

Hyatt Regency Orange County
11999 Harbor Blvd
Garden Grove, CA 92840
(714) 750-1234

Check-In Time: 4:00 PM | Check-Out Time: 11:00 AM

Hotel accommodations can be made by clicking here to book your room through our hotel room block or by calling the Hyatt Regency Orange County​ at (714) 750-1234. Please mention the California Bankers Association (CBA) to receive the special group rate. The group rate is starting at $239/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 expires Monday, September 15, 2025. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Additional Event Details

The 2025 Lenders & Chief Credit Officers Conference 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.

Pricing for Lenders & Chief Credit Officers Conference:Price
CBA Bank Member - Regular$895
Non-Member - Regular$1,095

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 Wednesday, September 10, 2025. No refund if cancellations are received after Wednesday, September 10, 2025. Substitutions welcome.

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 California financial services industry

Sponsor Prospectus

Questions for the team?

Please send an email to:
registrations@calbankers.com

Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Wednesday, September 10, 2025. No refund if cancellations are received after Wednesday, September 10, 2025. Substitutions welcome.

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