Past Event

122nd Annual Convention of Bank Officers and Directors and 46th Annual Bank Counsel Seminar
May 2-4, Huntington Beach

Join us for the 122nd Annual Convention of Bank Officers and Directors and 46th Annual Bank Counsel Seminar at the Hyatt Regency Huntington Beach. This is a valuable opportunity to hear directly from bank regulators, CBA leadership and industry representatives on how the challenges of the past year will affect the industry moving forward into a new era of banking. This is the third year these two events will be held in conjunction; attendees are welcome to attend all dinners, functions and sessions at either conference.

Who Should Attend

  • Bank presidents
  • CEOs
  • Chairpersons
  • Senior Executives
  • Directors
  • Bank counsel
  • Attorneys
  • Compliance Officers

Registrations & Accommodations

Early Bird Registration by Friday, April 12, 2013

CBA Member Bank/Law Firm        $795
CBA Affiliate Member                    $995   
Non-Member Bank/Law Firm         $1095  
Non-Member Vendor                     $1295  
Accompanying Spouse                  $545

Regular Registration after Friday, April 12, 2013

CBA Member Bank/Law Firm          $995   
CBA Affiliate Member                      $1195
Non-Member Bank/Law Firm           $1295 
Non-Member Vendor                       $1495 
Accompanying Spouse                    $545

Please note: Fax registrations will be accepted, but payment must be received before the event start date.

Cancellation Policy

Substitutions are allowed at no additional cost

Written notice is required for all cancellations. The full registration fee will be refunded if the request is received by April 5, 2013 and 50 percent will be refunded if received by April 19. There will be no refunds after April 19. Registrations made after April 19 are not subject to refund.


Thursday, May 2 – Saturday, May 4, 2013
Hyatt Regency Huntington Beach
21500 Pacific Coast Hwy  
Huntington Beach, CA 92648


The CBA rate is $229, single or double occupancy, plus taxes and fees. Please make your reservations by Friday, April 5, 2013. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates. 


Tentative Agenda

Thursday, May 2, 2013

9:00 a.m. – 6:30 p.m.             Registration Open
Grand Foyer South                 Sponsored by Kraft Opich, LLP
11:30 a.m. – 1:00 p.m.            Past Presidents Luncheon

11:30 a.m. – 1:00 p.m.            Past Presidents Spouses Luncheon    
The California-Sunset Room

1:15 p.m. – 1:30 p.m.             Conference Welcome
Salon D                                  Mary Allis Curran, CBA Board Chairman

1:30 p.m.  – 2:30 p.m.             Keynote Speaker     
Salon D                                   Richard Cordray
                                                  Consumer Financial Protection Bureau

2:30 p.m. – 3:00 p.m.             Refreshment Break and Marketplace Opening
Salons E, F & G

3:00 p.m. – 4:30 p.m.             Concurrent Sessions – Series I

  • Senior Officers – M&A Activity and Community Bank Performance
  • Directors session – The ALCO Process – Our Least Understood Director Issue
  • Bank Counsel sessions
    • The Good, the Bad and Your Bank – What Jurors Tell Us About Financial Institutions and Trends in Alternatives to Jury Trials
    • Landmines for Residential Lenders: Homeowner’s Bill of Rights. Eminent Domain and More
    • The Bank is Responsible: Third-Party Service Providers, Outsourcing and the “Cloud”

 5:00 p.m. – 6:30 p.m.             Welcome Reception in Vendor Marketplace and Wine Tour
Salons E, F & G

6:30 p.m.                                Dinner on own

Friday, May 3, 2013

7:30 a.m. – 9:00 a.m.            Continental Breakfast in Vendor Marketplace
Salons E, F & G

7:30 a.m. – 5:00 p.m.            Registration Open
Grand Foyer South               Sponsored by Kraft Opich, LLP 

8:00 a.m. – 8:15 a.m.             Introduction and Welcome
Salon D                                 Mary Allis Curran, CBA Board Chairman

8:15 a.m. – 9:30 a.m.            Keynote Speaker
Salon D                                 Gillian Tett, Assistant Editor and Columnist
                                                Financial Times
                                              Sponsored by Harland Clarke       

9:30 a.m. – 10:00 a.m.          Refreshment Break and Marketplace
Salons E, F & G                    Wells Fargo Bank

10:00 a.m. – 11:30 a.m.        Concurrent Sessions – Series II

  • Senior Officers - Gillian Tett: Perspective
  • Directors – ERM: What Does it Mean for Directors
  • Bank Counsel sessions
    • CFPB Enforcement: The New Paradigm
    • Recent Developments in Commercial Lending
    • Social Media: Emerging Limits

11:30 p.m. -1:15 p.m.            Lunch & Awards Presentation
Lighthouse Courtyard           Committee Member of the Year,
                                                 Frandzel and McCallum Awards

1:30 p.m. – 2:45 p.m.            Regulatory Panel
Salon D                                   Moderator: Maurine Padden
                                                 EVP & COO
                                                 California Bankers Association

2:45 p.m. – 3:15 p.m.            Refreshment Break and Exhibitor Prize Drawings
Salons E, F & G                    Exhibitors Breakdown

3:15 p.m. – 4:45 p.m.            Concurrent Sessions – Series III

  • Senior Officers Session – Managing Regulatory Risks: Exam Hot Buttons with the OCC, FDIC and DFI
  • Directors Session - Supervention: The Pay-Off for Optimizing Board-Management Relationships
  • Bank Counsel sessions
    • Bank Operations Shakeout 
    • Recent Developments in Commercial Lending
    • Then Find a Way To Do It: Ethics Issues Faced by In-House Counsel

5:45 p.m. – 6:45 p.m.            Gala Reception

Entertainment sponsored by Equias Alliance

Huntington Foyer North

6:45 p.m. – 9:00 p.m.             Gala Dinner 
Huntington North                    (2013-2014 Board Chair installation) 

Saturday, May 4, 2013
7:30 a.m. – 9:00 a.m.             Continental Breakfast
Grand Foyer South & Terrace

9:00 a.m. – 10:30 a.m.           Concurrent Sessions – Series IV

  • Senior Officers and Directors – Leading From the Front: A Case Study in Leadership
  • Bank Counsel sessions
    • Bank Operations Shakeout
    • Whose Book (of Business) Is It Anyhow? (Trade Secrets and the Departing Employee)
    • What are the MSBs of Tomorrow? Are They Friend or Foe?

10:30 a.m. – 10:45 a.m.         Refreshment Break
Grand Foyer South & Terrace

10:45 a.m. – 12:00 p.m.         Closing Keynote
Salon D                                    Dr. Esmael Adibi
                                                  Chief Economist and Director
                                                  A. Gary Anderson Center for Economic Research
                                                  Chapman University

12:00 p.m.                              Conference Adjourns


Sponsor/Exhibitor Information

To learn more about sponsoring and/or exhibiting at this conference please contact:

Cynthia DeOliver
VP, Director of Events Management
(916) 438-4401
click to email

Why you should sponsor or exhibit:

  • An excellent opportunity to 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
  • Wide selection of sponsor opportunities designed to match your exposure needs for your budget constraints
  • Shape or reinforce a positive perception of your company with California’s bank executives
  • Help support California Bankers Association, the largest non-profit banking organization serving the California financial services industry