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
Registration & Accommodations
CBA Member: $350
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
Chairman & CEO
Bank of the West
9:15 a.m. – 9:45 a.m. General Session
SVP & Director of Banking Supervision
Federal Reserve Bank of San Francisco
9:45 a.m. – 10:15 a.m. General Session
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
Managing Director, FTI Global
Former Chairman, FDIC
11:00 a.m. – 11:30 a.m. General Session
President & CEO
Tri Counties Bank
11:30 a.m. – 12:00 p.m. General Session
President & CEO
Bank of Marin
12:00 p.m. – 12:30 p.m. General Session
Silicon Valley Bank
12:30 p.m. – 2:00 p.m. Lunch and Reception by the Bay