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2026 Lending & Credit Conference

November 3 – 5, 2026 | Hyatt Regency Newport Beach

Event Details

CBA Bank Member: $895

Non-Member: $1,095

Tuesday November 03, 2026 - Thursday November 05, 2026

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About this Event

Join us for the 2026 Lending & Credit Conference, where banking leaders and industry experts come together to explore the latest trends, challenges, and opportunities in lending and credit management. This focused conference delivers impactful sessions on the latest trends in credit risk, regulatory changes, and lending innovations, along with peer discussions on challenges and opportunities in the lending landscape.

Planning travel? 

  • Welcome reception begins Tuesday, November 3 at 5:30 PM
  • Full day of sessions begins Wednesday, November 4 w/ breakfast starting at 8:00 AM
  • Final day of sessions on Thursday, November 5 ends by 3:00 PM

Hotel

Hyatt Regency Newport Beach
1107 Jamboree Road
Newport Beach, CA 92660
(949) 729-1234

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 Newport Beach at (949) 729-1234. Please mention the California Bankers Association (CBA) to receive the special group rate. The group rate is starting at $259/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 now expires Friday, October 9, 2026. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Agenda

3:00 PM – 4:30 PM

Registration Open

  • Attendees can check in, receive materials, and get badges for event access.
5:30 PM – 6:30 PM

Welcome Reception

  • Kick off the conference by joining fellow attendees, speakers, and industry partners for an evening of networking before the program begins. Enjoy refreshments, make new connections, reconnect with colleagues, and set the stage for a productive and engaging conference experience.
6:30 PM

Evening Open for Dinners

8:00 AM – 4:15 PM

Registration Open

  • Attendees can check in, receive materials, and get badges for event access.
8:00 AM – 9:00 AM

Breakfast

  • Kickstart your day with a hearty breakfast and connect with vendors and industry experts.
9:00 AM – 10:00 AM

Leadership in Lending & Credit: Building Stronger Teams, Decisions & Portfolios

  • Lynne Herndon | Chief Credit Officer | Western Alliance Bank
  • Shawn Lipman | EVP, Chief Credit Officer | West Coast Community Bank
  • Scott Parker | EVP & Chief Credit Officer | Endeavor Bank
  • Moderator: Kevin Gould | President & CEO | California Bankers Association
  • As the lending and credit environment continues to evolve, effective leadership requires more than strong technical credit skills. Today’s leaders must balance growth and risk, develop talent, navigate increasing complexity, leverage technology and data, and prepare their teams to make sound decisions in an increasingly dynamic environment. This session will bring together experienced lending and credit leaders to share practical perspectives on leading high-performing teams, developing future leaders, and strengthening credit decision-making.
10:00 AM – 10:15 AM

Morning Break

  • Take a refreshing morning break and recharge for the rest of the day.
10:15 AM – 11:15 AM

Weathering the Storm: Building Resilient Loan Portfolios

  • Amber Parent | SVP/ Director of Portfolio Management & Business Innovation | Mechanics Bank
  • Julia Bahen | Director of Business Process Architects | Baker Hill
  • In today's evolving economic environment, resilient loan portfolios require more than strong credit fundamentals. They demand proactive risk management, disciplined portfolio oversight, modernization of the lending technology stack, and greater use of automation to improve efficiency and decision-making. Join banking leaders for a fireside chat exploring practical strategies for balancing growth, credit quality, portfolio diversification (from CRE to SBA), tech-stack/operational efficiency, concentration risk, and long-term portfolio performance. Attendees will leave with practical insights they can apply within their institutions while preparing for future market opportunities.
11:20 AM – 12:05 PM

Court-Appointed Receivership, Why Now?

  • Gene Buccola | CEO | High Plateau Asset Management-Receiverships
  • Oren Bitan | Partner | Buchalter
  • Seth Moldoff | SVP / Special Assets Director | Columbia Bank
  • An introduction to our special credit bankers who may not have been involved in special credits during the '08 downturn. Our panel consists of creditor rights attorneys, experienced senior creditor officers to discuss how the use of a receiver will assist in protecting the banks collateral as well as the relationship with the borrower, customer.
12:05 PM – 1:15 PM

Lunch

  • Enjoy a delicious lunch while networking with fellow peers.
1:15 PM – 2:15 PM

Seeing Though the Haze

  • Jason Haley | Chief Investment Officer | ALM First
  • With a seemingly endless flurry of headlines to interpret, clearly understanding what’s going on in the global economy and financial markets and how it affects your institution is more challenging than ever. In this session, we will analyze current market conditions and explain what the headlines really mean for the industry, and for your business. Interpreting changing market conditions and future outlooks can help your institution make better decisions affecting your long-term financial strategy.
2:15 PM – 2:30 PM

Afternoon Break

  • Unwind during the afternoon break and deepen your connections with vendors.
2:30 PM – 3:15 PM

Problem Loan Surprises – Everything All at Once

  • Jeff Sellers | Managing Director | Hyperion Risk Management
  • No one likes surprises, but especially when it comes to emerging problem loans. Yet time and again, credit issues surface later than expected, catching even experienced institutions off guard. In this session, Jeff Sellers, Managing Director at Hyperion Risk Management, will explore the most common ways problem loans develop unnoticed—from subtle credit deterioration signals to gaps in monitoring, risk rating, and portfolio oversight. Using real-world patterns observed across community and mid-sized banks, the discussion will highlight why these surprises occur and how they can undermine earnings, capital planning, and board confidence. Attendees will gain practical strategies to strengthen early warning systems, enhance credit discipline, and improve transparency ultimately helping management identify and address emerging risks before they become costly surprises.
3:15 PM – 4:15 PM

Peer Networking (Bankers Only)

  • Connect with fellow banking professionals to exchange ideas, share experiences, and build valuable professional relationships.
4:15 PM

Offsite Networking Event

  • Join your peers for an offsite networking event designed to foster meaningful connections in a relaxed and engaging setting.
8:00 AM – 11:30 AM

Registration Open

  • Attendees can check in, receive materials, and get badges for event access.
8:00 AM – 9:00 AM

Breakfast

  • Kickstart your day with a hearty breakfast and connect with vendors and industry experts.
9:00 AM – 10:00 AM

Regulatory Perspectives: Supervisory Priorities & Emerging Risks

  • Mike Butler | Supervisory Examiner | FDIC
  • Chris Fransway | Assistant Deputy Comptroller | OCC
  • Clint Delmar | Senior Specialist Examiner | FRBSF 
  • Sandra Khatchadourian | Senior Financial Institutions Examiner | DFPI
  • Hear directly from representatives of the FDIC, OCC, FRBSF, and DFPI as they discuss current supervisory priorities, emerging risks, and key regulatory developments impacting financial institutions.
10:00 AM – 10:15 AM

Morning Break

  • Take a refreshing morning break and recharge for the rest of the day.
10:15 AM – 11:15 AM

The $14 Trillion Blind Spot: Why Nonprofits Are Banking’s Next Major Growth Market

  • Dominic Kalms | Founder & CEO | B Generous
  • Community and regional banks face growing pressure to generate high-quality loan growth, attract core deposits, strengthen margins, and deliver measurable CRA and community impact. Yet one of the largest and most stable commercial markets in the United States remains significantly underserved and overlooked: the nonprofit sector. This session will break down why the nonprofit sector, representing nearly 15% of U.S. GDP, has historically been overlooked by banks, despite strong fundamentals, significant cash deposits, and significantly lower-than-average default rates. While often overlooked, the U.S. nonprofit sector is the world’s fifth-largest economy on its own and represents an institutional market with commercial-grade stability. U.S. nonprofits hold more than $14 trillion in assets, generate approximately $4 trillion in annual revenue, and derive 81% of that revenue from earned income—operating much like traditional businesses, yet historically without comparable access to commercial credit. For decades, nonprofits have lacked access to tailored credit and cash-management solutions, even though they collectively have nearly half a trillion dollars in cash sitting in non–interest–bearing accounts today. Attendees will learn how nonprofit lending differs from traditional commercial lending, why common assumptions about nonprofit revenue are incorrect, and how banks can efficiently enter this market to drive high quality loan growth, deposit growth, earn CRA credits, and generate measurable community impact.
11:15 AM – 11:45 AM

Moderated Peer Networking (Bankers Only)

  • Connect with fellow banking professionals to exchange ideas, share experiences, and build valuable professional relationships.
11:45 AM – 1:00 PM

Lunch

  • Enjoy a delicious lunch while networking with fellow peers.
1:00 PM – 1:45 PM

General Session

1:45 PM – 2:45 PM

Why AI Fails: Leadership Perception of Business Lending vs. Reality

  • Aaron Thomas | Director of User Experience & Revenue Operations | mysherpas
  • This panel explores the gap between leadership expectations and frontline operational realities that can undermine AI and automation initiatives. Hear practical insights on why AI cannot fix unstructured processes, inconsistent workflows, and poor data foundations, and learn how to establish the operational framework needed for AI to succeed and scale.
2:45 PM

Conference Concludes

Speakers

Amber Parent

SVP/ Director of Portfolio Management & Business Innovation

Mechanics Bank

Julia Bahen

Director of Business Process Architects

Baker Hill

Gene Buccola

CEO

High Plateau Asset Management

Oren Bitan

Partner

Buchalter

Seth Moldoff

SVP, Special Assets Director

Columbia Bank

Jason Haley

Chief Investment Officer

ALM First

Jeff Sellers

Managing Director

Hyperion Risk Management

Dominic Kalms

Founder & CEO

B Generous

Aaron Thomas

Director of User Experience & Revenue Operations

mysherpas

Additional Event Details

The 2026 Lending & Credit Conference will offer CPE credits. Once the agenda is finalized, details regarding the approved credits will be posted 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 Lending & Credit Conference:Price
CBA Bank Member$895
Bank Non-Member$1,095

Register Online

If you have any registration questions, please email the team at registrations@calbankers.com.
 

Cancellation Policy

Registration fees less a $50 processing fee per registrant will be refunded if cancellation is received by Tuesday, October 13, 2026. No refund if cancellations are received after Tuesday, October 13, 2026. 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

View the Sponsor Prospectus here

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 Tuesday, October 13, 2026. No refund if cancellations are received after Tuesday, October 13, 2026. Substitutions welcome.

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