Past Event

2011 Chief Credit Officers Symposium

Designed for senior Commercial Credit Managers, this conference focuses on issues of high importance on a local and regional basis. Topics of interest include the new guidelines surrounding appraisals, troubled debt restructures and loan participations, legislative updates, economic review, and hot lending topics. Also, networking and roundtable sessions will be included, allowing attendees to get to know others in similar positions from across the state.

Who Should Attend

    Chief Credit Officers
    Chief Lending Officers
    DeNovo Officers

Registration and Accommodations

Early-Bird Registration through Friday, October 7, 2011
CBA Member $395 | Non-Member $695 | *Non-Member Vendor $895

Regular Registration
CBA Member $495 | Non-Member $795 | *Non-Member Vendor $995

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

Cancellation Policy

100% of the registration fee will be refunded if written notice is received by October 7 and 50% if by October 14. No refunds will be provided after October 14.


Thursday, November 3, 2011 – Friday, November 4, 2011
InterContinental The Clement Monterey
750 Cannery Row
Monterey, CA 93940

Hotel accommodations can be made by calling the The Clement at 831/375-4500. The CBA rate is $179 for inland view and $240 for ocean view, single or double occupancy, plus tax and a $1 Monterey County Assessment fee. Please make your reservations by October 14; request after this date will be accepted on a space-available basis.


Agenda is tentative and subject to change.

Thursday, November 3, 2011

3:00 p.m. – 4:00 p.m.          Registration Opens

4:00 p.m. – 4:15 p.m.           Welcome and Introduction

4:15 p.m. – 5:15 p.m.          General Session – Legislative Update

                                            Kevin Gould
                                            SVP, Director of State Government Relations
                                            California Bankers Association

5:15 p.m. – 6:45 p.m.          Welcome Reception

Friday, November 4, 2011

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

8:30 a.m. – 8:45 a.m.          Opening Remarks

8:45 a.m. – 10:15 a.m.        General Session – Appraisal Guidelines                           

                                           John Hibbard
                                           Senior Appraiser
                                           Meredian Valuation Group

                                           William Jones
                                           Vice President, Real Estate Valuation Services
                                           Umpqua Bank

                                           Eileen Newhall
                                           Staff Director
                                           Senate Banking and Financial Institutions Committee
10:15 a.m. – 10:30 a.m.      Refreshment Break

10:30 a.m. – 12:30 p.m.      General Session – Regulator Panel with a Focus on TDRs

                                            Kaveh Varjavand
                                            Moss Adams, LLP

                                            Robert Coleman
                                            Regional Accountant – San Francisco Region
                                            Federal Deposit Insurance Corporation
                                            Chris Eaton
                                            Examinations Manager
                                            Department of Financial Institutions

12:30 p.m. – 1:30 p.m.         Luncheon and Networking

1:30 p.m. – 2:45 p.m.           Roundtable Discussions

2:45 p.m. – 3:00 p.m.           Refreshment Break

3:00 p.m. – 4:30 p.m.           General Session – Loan Participations: Dealing with the Pitfalls in Today’s Environment

                                             Steve Bloom
                                             Frandzel Robins Bloom & Csato, LC

                                             Ed Fix
                                             Chief Credit Officer
                                             Borel Private Bank & Trust Company

Legislative Update
Kevin Gould, CBA’s senior vice president and director of state government relations, will review key state actions from the 2011 legislative session. Make sure you are fully informed of the California State Legislature’s efforts to enact legislation impacting the industry.

Appraisal Guidelines
This panel will discuss the new appraisal guidelines that include important changes in reviews, independence requirements, evaluations and policies on reporting unsafe and unsound practices.

Regulator Panel w/ Focus on Troubled Debt Restructures (TDRs)
This session consisting of the FDIC, DFI and a CPA will cover the new guidance on various facets of troubled debt restructures; including interpretation, determination and implications of a TDR as well as accruals vs. non-accruals, reporting and rules/implications related to upgrading of loans designated as TDRs.

Roundtable Discussions
This peer-to-peer discussion will focus on a number of industry hot topics that may include growth, quality and opportunity, credit terms and pricing, CRE, stress testing and concentration management, loan underwriting best practice, C&I and even stress management.

Loan Participations: Dealing with the Pitfalls in Today’s Environment
This attorney/commercial bank expert panel will discuss a variety of loan participation issues; including setup and administration, legal ramification/issues in collection of participated loans and the changing regulations surrounding participations.

Sponsorship Opportunities

Current Sponsors

Clark Street Capital
Curtis-Rosenthal, Inc.
Frandzel Robins Bloom & Csato, L.C.
Frazier Capital Valuation
Kraft Opich, LLP
*Kurt Kesler & Associates
SDC Appraisal Review & Conslutants

* = Strategic Partner

Why sponsor:

  • 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