Past Event

10th Annual Strategic Issues Summit

The Strategic Issues Summit, co-hosted by CBA and Carpenter & Company, is an intense one-day program focusing on major current strategic questions for the industry. Both presenters and attendees are primarily bank CEOs, directors, and senior bankers with strategic responsibilities for their employers.

Who Should Attend

    Senior Officers

Registration & Accommodations

CBA Member: $350
Non-Member: $450
Banks opened 18 months or less/In Organization: $395

Balboa Bay Club
1221 West Coast Highway
Newport Beach, CA 92663

You may reserve a room at the Balboa Bay Club & Resort during the Strategic Issues Summit, a special hotel rate of $235 single or double occupancy has been negotiated for you. Please make your reservations by calling the Balboa Bay Club & Resort at 888/445-7153 or 949/645-5000 and reference the CBA/Carpenter rate.

The room rate cut-off date is September 4. After September 4, reservations will be accepted on a space-available basis.

Check-in time is 3:00 p.m., and check-out time is 12:00 p.m. An earlier check-in or late check-out may be requested but is not guaranteed.

The hotel offers valet parking only. Valet parking is $28 per night for overnight guests and $13 for daily parking.


*This agenda is subject to change

Tuesday, October 4, 2011

7:30 a.m. – 8:30 a.m.              Registration and Continental Breakfast

8:30 a.m. – 8:45a.m.               Introduction and Welcome
                                                CBA and Carpenter & Company

8:45 a.m. – 9:15 a.m.              General Session
                                                Michael Shepherd
                                                Chairman & CEO
                                                Bank of the West

9:15 a.m. – 9:45 a.m.              General Session
                                                Teresa Curran
                                                SVP & Director of Banking Supervision
                                                Federal Reserve Bank of San Francisco

9:45 a.m. – 10:15 a.m.            General Session
                                                Bill Dunkelberg
                                                President, National Federation of Independent Business
                                                Chairman, Liberty Bell Bank

10:15 a.m. – 10:30 a.m.           Break

10:30 a.m. – 11:00 a.m.          General Session
                                                Bill Isaac
                                                Managing Director, FTI Global
                                                Former Chairman, FDIC

11:00 a.m. – 11:30 a.m.          General Session
                                                 Richard Smith
                                                 President & CEO
                                                 Tri Counties Bank

11:30 a.m. – 12:00 p.m.          General Session
                                                Russell Colombo
                                                President & CEO
                                                Bank of Marin

12:00 p.m. – 12:30 p.m.          General Session
                                                Tom Vertin
                                                Silicon Valley Bank

12:30 p.m. – 2:00 p.m.             Lunch and Reception by the Bay