9th Annual Strategic Issues Summit
The Strategic Issues Summit, co-hosted by CBA and Carpenter & Company, is an intense one-day program focusing on major current strategic questions for the industry. Both presenters and attendees are primarily bank CEOs, directors, and senior bankers with strategic responsibilities for their employers.
Who Should Attend
Registration & Accommodations
CBA Member: $350
Banks opened 18 months or less/In Organization: $495
Balboa Bay Club
1221 West Coast Highway
Newport Beach, CA 92663
You may reserve a room at the Balboa Bay Club & Resort during the Strategic Issues Summit, a special hotel rate of $225 single or double occupancy has been negotiated for you. Please make your reservations by calling the Balboa Bay Club & Resort at 888/445-7153 or 949/645-5000 and reference the CBA/Carpenter rate.
The room rate cut-off date is October 11. After October 11, reservations will be accepted on a space-available basis.
Check-in time is 3:00 p.m., and check-out time is 12:00 p.m. An earlier check-in or late check-out may be requested but is not guaranteed.
The hotel offers valet parking only. Valet parking is $28 per night for overnight guests and $13 for daily parking.
This agenda is subject to change – A more detailed agenda will be mailed.
Tuesday, October 19, 2010
7:30 a.m. – 8:30 a.m. Registration and Continental Breakfast
8:30 a.m. – 8:45a.m. Introduction and Welcome
CBA and Carpenter & Company
8:45 a.m. – 9:15 a.m. Robert Sarver
Western Alliance Bancorp
9:15 a.m. – 9:45 a.m. Dan Healy
Bond Street Holdings
9:45 a.m. – 10:15 a.m. John Flemming
President & COO
Carpenter & Company
10:15 a.m. – 10:30 a.m. Break
10:30 a.m. – 11:00 a.m. Tom Shaffer
President & COO
1867 Western Financial Corporation
11:00 a.m. – 11:30 a.m. Jay Brinkmann
Mortgage Bankers Association
11:30 a.m. – 12:00 p.m. Tad Lowrey
Capital Source Bank
12:00 p.m. – 12:30 p.m. Jim Lokey
Mission Community Bancorp
12:30 p.m. – 2:00 p.m. Lunch and Reception by the Bay