Past Event

27th Annual Lenders Conference
March 16-19, Rancho Mirage

The 27th Annual Lenders Conference is an essential opportunity to develop new business relationships, where chief lending officers and chief credit officers meet to discuss the concerns and issues of a volatile lending market. By participating in this event, you will help shape future lending practices with this premier group of innovative executives and leading decision makers.

Who Should Attend

  • Chief credit officers
  • Chief lending officers
  • Credit administrators
  • Loan administrators
  • DeNovo officers

Registration

Early-Bird Registration Fees EXTENDED to February 14, 2014

CBA Member Bank $795 Golf Fee $125
CBA Affiliate Member $995 Golf Fee $150
Non-Member Bank $1,095 Golf Fee $125
Non-Member Vendor $1,295 Golf Fee $150
Spouse Fee $495 Golf Fee $125

Regular Registration Fees after February 14, 2014

CBA Member Bank $995 Golf Fee $125
CBA Affiliate Member $1,095 Golf Fee $150
Non-Member Bank $1,295 Golf Fee $125
Non-Member Vendor $1,495 Golf Fee $150
Spouse Fee $495 Golf Fee $125

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 substitutions/cancellations. The full registration fee will be refunded if written notice is received by February 14, 2014, and 50 percent if by February 28. No refunds will be provided after February 28.  Registrations made on or after February 28 are not subject to refund.

Accommodations

Location

Omni Rancho Las Palmas Resort
41-000 Bob Hope Drive
Rancho Mirage, CA 92270-4497
(866) 423-1195

Hotel accomodations can be made by calling the Omni Rancho Las Palmas Resort at (866) 423-1195. The CBA rate is $199*, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations by Friday, February 7, 2014. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates.

*The discounted resort fee for this event is $12 per night. The fee includes use of the fitness center, in-room internet, local calls and more.

Agenda*

*Subject to change

 

Sunday, March 16, 2014

9:00 a.m. – 4:00 p.m. Exhibitor Set-Up in Marketplace
11:00 a.m. – 4:00 p.m. Annual Golf Tournament
4:00 p.m. – 6:30 p.m. Registration Open
  Sponsored by Kraft Opich, LLP
5:00 p.m. – 6:30 p.m. Welcome Reception in Marketplace

 

Monday, March 17, 2014

7:30 a.m. – 6:00 p.m. Registration Open
  Sponsored by Kraft Opich, LLP
7:30 a.m. – 8:30 a.m. Breakfast in Marketplace
8:30 a.m. – 8:45 a.m. Conference Welcome
8:45 a.m. – 10:00 a.m. Opening Keynote Speaker
  Allison Massari
10:00 a.m. – 10:30 a.m. Refreshment Break in Marketplace
10:30 a.m. – 12:00 p.m. Legislative, Regulatory and Litigation Update
  Kevin Gould, CBA
  Leland Chan, CBA
12:00 p.m. – 1:30 p.m. Lunch & Golf Tournament Awards
1:30 p.m. – 2:30 p.m. CRE Investment Outlook
  Gary London, The London Group
  Garrick Brown, Cassidy Turley
2:30 p.m. – 3:00 p.m. Refreshment Break in Marketplace
3:00 p.m. – 4:00 p.m. Concurrent Sessions – Series I
  1. Lessons Learned in Construction Lending
      Doug Kraft, Kraft Opich, LLP
      Dave Shotwell, Umpqua Bank
  2. Appraisals – What Can Bankers Expect?
      Bill Jones, Umpqua Bank
      Dave Rosenthal, Curtis-Rosenthal, Inc.
      Jamie Stellos, SDC Appraisal Review &   
    Consulting
  3. Loan Review/ALLL
      Ken Wall, Consolidated Loan Review
4:00 p.m. – 5:00 p.m. Concurrent Sessions – Series II 
  (All Concurrent Sessions - Series I repeat)
5:00 p.m. – 6:30 p.m. Reception & Wine Tour in Marketplace

 

Tuesday, March 18, 2014

7:30 a.m. – 5:00 p.m. Registration Open
  Sponsored by Kraft Opich, LLP
7:30 a.m. – 8:45 a.m. Breakfast in Marketplace
8:45 a.m. – 9:00 a.m. Remarks and Introductions
9:00 a.m. – 10:30 a.m. U.S. and California Economic Outlook
  Dr. Adibi, Chapman University
10:30 a.m. – 11:00 a.m. Refreshment Break in Marketplace
11:00 a.m. – 12:00 p.m. Workshop – Global Cash Flow (Part I)
  Cheryl Dawson-Voight, El Paseo Bank
  John A. D. Brown, OCC
12:00 p.m. – 1:30 p.m. Luncheon & Networking
1:30 p.m. – 3:00 p.m. Workshop – Global Cash Flow (Part II)
3:00 p.m. – 3:30 p.m. Refreshment Break in Marketplace
3:30 p.m. – 5:00 p.m. Peer Roundtable Discussions
5:00 p.m. – 6:30 p.m. Exhibitor Recognition Reception
& Prize Drawings in Marketplace

 

Wednesday, March 19, 2014

7:30 a.m. – 10:30 a.m. Registration Open
  Sponsored by Kraft Opich, LLP
7:30 a.m. – 8:45 a.m. Breakfast
8:45 a.m. – 9:00 a.m. Remarks and Introductions
9:00 a.m. – 10:30 a.m. Closing Keynote Speaker
  Fred Schafer
10:30 a.m. CBA Grand Prize Drawing
& Conference Adjourns

 

Sponsor/Exhibitor Opportunities

To view detailed sponsor and exhibitor opportunities for this event, please download the Marketplace Information Brochure.

If you are interested or would like more information, please contact:

Stacy Wolfenberger
Manager of Events and Trade Show Logistics
(916) 438-4418

A few reasons your organization should sponsor and/or exhibit:

  • 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
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with California’s bank executives
  • Support the California Bankers Association, the largest non-profit banking organization serving the California financial services industry

Commands