Past Event

2012 Chief Credit Officers Symposium
November 1-2, Monterey

Designed for commercial credit managers, this conference focuses on issues of high importance on a local and regional basis. Topics of interest include stress testing and concentration guidelines, legislative updates, future implications of Dodd-Frank, economic forecasts, TDR workouts and case studies. This beautiful property overlooking the Monterey Bay provides an intimate setting where peers can network and educate one another on the challenges and successes they have observed at their respective institutions during the past year.

Who Should Attend

  • Chief Credit Officers
  • Chief Lending Officers
  • Credit Administrators
  • De Novo Officers

Registration and Accommodations


Early-Bird Registration through Friday, October 5, 2012
CBA Member $495
Non-Member $795
Non-Member Vendor $995

Regular Registration
CBA Member $595
Non-Member $895
Non-Member Vendor $1095

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


Cancellation Policy

Substitutions are allowed at no additional cost. Written notice is required for all cancellations. 100% of the registration fee will be refunded if the request is received by October 5 and 50% if by October 12. No refunds will be provided after October 12. Registrations made after October 12 are not subject to refund.



The Clement 
750 Cannery Row
Monterey, CA 93940

(831) 375-4500


Thursday, November 1, 2012

12:00 p.m. – 1:00 p.m.   Registration Opens

Sponsored by Kraft Opich, LLP

1:00 p.m. – 1:10 p.m.   Welcome and Introduction

1:10 p.m. – 2:40 p.m.   General Session

California Legislative Update
and Future Dodd-Frank Implications

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

Leland Chan
SVP, General Counsel
California Bankers Association

2:40 p.m. – 3:00 p.m.   Refreshment Break 

Sponsored by SDC Appraisal Review & Consultants

3:00 pm – 5:00 p.m.   General Session

Troubled Debt Restructuring (TDR) Workshop

Robert Coleman
Regional Accountant 
Federal Deposit Insurance Corporation

Brett McDivitt, CPA
Case Manager
Federal Deposit Insurance Corporation

5:00 p.m. – 6:30 p.m.   Welcome Reception

Sponsored by Frazier Capital Valuation


Friday, November 2, 2012

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

Sponsored by Curtis – Rosenthal, Inc.

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

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

California Economic Update

Dr. Jeffrey Michael
Economist & Director of the Business Forecast Center
Eberhardt School of Business
University of the Pacific

10:15 a.m. – 10:45 a.m.   Refreshment Break

Sponsored by Frandzel Robins Bloom & Csato, L.C.

10:45 a.m. – 12:45 p.m.   General Session

Stress Testing and Concentration Management

Peter Cherpack
SVP & Director 
Ardmore Banking Advisors, Inc.

Andrea Davis
Field Supervisor – Risk Management
Federal Deposit Insurance Corporation

Larry Raber
Crowe Horwath, LLP

12:45 p.m.   Conference Adjourns

Boxed Luncheon

Optional Roundtable/Networking

Sponsorship Opportunities

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