Past Event

24th Annual Lenders Conference

The 24th Annual Lenders Conference is a marquis event for the California Bankers Association. For over twenty years, CBA has enjoyed continued growth for this program without pause. It’s an essential opportunity for chief lending officers and chief credit officers to convene face-to-face with their peers, regulators, economists and inspiring speakers that shape this program.

The 24th Annual Lenders Conference will be held at the Rancho Las Palmas in Rancho Mirage, California. On Sunday, March 20th, our annual Golf Tournament will start the event at 11:15 a.m. Registration will begin at 5:00 p.m., followed by a welcome reception. The program will adjourn at 11:30 a.m. on Wednesday, March 23rd.

Who Should Attend

Chief credit officers
Chief lending officers
DeNovo officers
Loan administrators

Registration & Accommodations

Early-Bird Registration through Friday, February 18, 2011
CBA Member $795 | Non-Member $1095 | Spouse $395

Regular Registration
CBA Member $995 | Non-Member $1295 | Spouse $395

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 a written notice is received by February 11 and 50% refund if by February 18. No refunds will be provided after February 18. Substitutions are allowed.

Location

Sunday, March 20, 2011 — Wednesday, March 23, 2011
Rancho Las Palmas
41-000 Bob Hope Drive – Rancho Mirage, CA 92270-4497

A block of rooms has been reserved at the Hotel for speakers and attendees at a rate of $209.00, single or double occupancy, plus tax. Make your reservations by calling the Rancho Las Palmas toll free at 866/423-1195 and ask for the CBA room rate. Note that the cut-off date for rooms at this rate is February 20, 2011.

Agenda

Sunday, March 20, 2011


11:00 am – 4:00 pm          Golf Tournament – Rancho Las Palmas Country Club

9:00 am – 4:00 pm            Exhibitors Set Up

5:00 pm – 7:00 pm            Registration Open

5:30 pm – 7:00 pm            Welcome Reception and Vendor Exhibition
Sponsored by Financial Tools, Inc.
Monday, March 21, 2011


7:30 am – 8:30 am           Continental Breakfast and Exhibits

8:30 am – 8:45 am            Introduction/Kickoff, Greg Hickel, Conference Chair

8:45 am – 10:00 am          Keynote Speaker – Is Your Business Staying Relevant?

                                          Ross Shaffer
                                          Author/Speaker

10:00 am – 10:30 am        Refreshment Break and Exhibits

10:30 am – 12:00 pm        General Session – A Lender’s Role in Dealing with the Regulators
                                          Gary Findley
                                          Founder
                                          Gary Steven Findley & Associates

12:00 pm – 1:00 pm          Luncheon

1:00 pm – 2:30 pm            General Session- Regulatory Perspective on the ALLL
                                        
                                          Wally Young
                                          Senior Manager
                                          Federal Reserve Bank of San Francisco

2:30 pm – 3:00 pm            Refreshment Break and Exhibits

3:00 pm – 4:15 pm            Networking Roundtable Discussions

5:30 – 6:15 pm                   Reception

6:15 pm – 10:00 pm          Dinner and Casino Night
Tuesday, March 22, 2011


7:30 am – 8:45 am            Continental Breakfast and Exhibits

8:00 am – 9:00 am            Early Bird Presentations

9:00am – 10:30 am           General Session – 2011 Economic Overview
                                        
                                          Dr. Esmael Adibi,
                                          Chief Economist, Director for the A. Gary Anderson Center of Economic Research
                                          Chapman University

10:30 am – 11:00 pm        Refreshment Break and Exhibits

11:00 pm – 12:00 pm        General Session – C&I Industry Update
                                          Steve Brown
                                          President/CEO
                                          Pacific Coast Bankers’ Bank

12:00 pm – 1:00 pm           Luncheon

1:00 pm – 2:30 pm             General Session – OREO
                                         
                                           Bob Watts
                                           Vice President, Director of Asset Disposition
                                           Pacific Western Bank

                                           Larry Raber
                                           Partner
                                           Perry-Smith, LLP

2:30 pm – 3:00 pm              Refreshment Break and Exhibits

3:00 pm – 4:15 pm              General Session – Financial Regulatory Reform:
                                          
                                            Maurine Padden
                                            Executive Vice President, Chief Administrative Officer
                                            California Bankers Association

4:15 pm – 5:00 pm              Free Time

5:00 pm – 6:30 pm              Reception
Wednesday, March 23, 2011


8:00 am – 9:30 am              Continental Breakfast

9:00 am – 10:30 am            General Session – Motivating Commerical Lenders in
                                            Challenging Times: 7 Tips for Sales Managers
                                          
                                            Buck Bierly
                                            President
                                            MZ Bierly Consulting, Inc.

10:30 am – 11:30 am          Closing Keynote – Back to the Future!

                                            Tom Glatt, Jr.
                                            CEO
                                            Glatt Consulting, LLC

11:30 am                             Conference Adjourns

Session Descriptions


Is Your Business Staying Relevant?

This is the one question that should keep you up at night. They used to call it “change” but that is too slow a word in this new global, e-driven economy. Because Shafer speaks to more than 100 organizations each year, he has a front row seat to both the best practices and the worst, and sees who’s failing and who’s succeeding. The organizations that constantly respond to their relevance and keep reinventing themselves spend a lot less time worrying about the competition and more time counting their profits. You’ll leave this session with the answers and directives you’ll need to stay relevant in your marketplace, today and tomorrow.

Ross Shafer
Author/Speaker

A Lender’s Role in Dealing with the Regulators

Asset quality continues to drive the examination process. The last few years have been brutal and examination downgrades continue. How can credit administration deal with the changes in regulatory expectations?
This session will focus on the challenges facing the credit team and offer suggestions for dealing with these challenges with minimum negative consequences.

Gary Findley
Founder
Gary Steven Findley & Associates

Regulatory Perspective on the ALLL

In this session, Young will describe the methods employed by the Federal Reserve when examiners analyze a bank’s ALLL, from the initial scoping phase to resolution. He will also address specific ALLL issues and concerns, as well as any new developments that may have captured regulatory attention.

Wally Young
Senior Manager
Federal Reserve Bank of San Francisco

2011 Economic Overview

Dr. Adibi will discuss the current state of national and state economies and present the forecast for 2011. The presentation will explore the role of monetary and fiscal policies in stimulating the national economy and will provide answers to the following questions:

• Will the Federal Reserve and government intervention stabilize credit and housing markets?
• Is the economy headed for a double-dipped recession?
• What will happen to interest rates?
• What is the outlook for the job market?
• California residential market—are we at the bottom?
• What is the outlook for the commercial real estate market?

Dr. Esmael Adibi
Chief Economist, Director for the A. Gary Anderson Center of Economic Research
Chapman University

C&I Industry Update

This session will cover areas of interest to community bankers related to commercial and industrial loans. Given regulatory pressure on CRE, lenders are gearing up to expand in C&I as a way to diversify and generate loans. Key drivers will also be discussed related to why 25 percent of all bank credit to this sector has disappeared during the credit crisis and what banks are doing to combat customer deleveraging. Discussion will focus on whether C&I lending is rebounding, bottoming out, or only temporarily rising and the factors banks should consider when making C&I loan commitments given a backdrop where few businesses are borrowing.

Steve Brown
President/CEO
Pacific Coast Bankers’ Bank

OREO

OREO to a bank is a topic most don’t want to address. It is the result of a failed loan and presents challenges to the management team to properly analyze and to dispose of to receive the highest return of capital. Watts and Raber will share how banks can perfect the process of asset management and disposition.

Bob Watts
Vice President, Director of Asset Disposition
Pacific Western Bank

Larry Raber
Partner
Perry-Smith, LLP

Financial Regulatory Reform: Managing the Risks/Seizing the Opportunities

How does the Dodd-Frank Act and implementing regulations impact my role as chief lending officer/chief credit officer of my bank? What steps should I be taking to appropriately manage the requirements such as new appraisal standards and lending officer compensation limitations established by this landmark federal legislation? What state and federal legislation enacted last year or under consideration this year will support and/or assist our lending function? Get the answers to these and other questions surrounding the recent activities of Congress and your state Legislature that you need to know about today.

Maurine Padden
Executive Vice President, Chief Administrative Officer
California Bankers Association

Motivating Commercial Lenders in Challenging Times: Seven Tips for Sales Managers

Senior lenders realize that keeping their teams focused in today’s environment is critical. But how do you get the most out of your commercial lenders when you’re not aggressively trying to book loans? What can you do to keep them motivated and productive? In this fast-paced presentation, Bierly suggests seven things sales managers can do to get the most out of their commercial lenders.

Buck Bierly
President
MZ Bierly Consulting, Inc.

Back to the Future!

The events of the past few years have left bankers with many questions: Where we are now? How did we get here? What have we learned? Where will we go? We will discuss these questions and answer your questions and concerns during this interactive session.

Tom Glatt, Jr.
CEO
Glatt Consulting, LLC

Sponsors & Exhibitors

A special thank you to our current sponsors and exhibitors:

Sponsors

Aldrich, Bonnefin & Moore, PLC

Cordes & Company

Financial Tools, Inc.

Franzel Robins Bloom & Csato

Pacific Coast Bankers’ Bank

Exhibitors

Braun, Inc.

California Capital Access Program (CalCAP)

Curtis Rosenthal, Inc.

Financial Tools, Inc.

First American Due Diligence Services

First Corporate Solutions

Global Wave Group, LLC

Grandpoint Bank

*Harland Financial Solutions

*Kesler & Associates

PHH Mortgage

Quietrack Insurance Services Corporation

S.S. Herron & Associates

Scherzer International

T.D. Service Company

USDA Rural Development

*Wolters Kluwer Financial Services

(*) = CBA Strategic Partners

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 over 300 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

To learn about sponsor and exhibitor opportunities, please contact CBA’s events department.

Commands