Past Event

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

    Senior Officers

Registration & Accommodations

CBA Member: $350
Non-Member: $450
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
                                                 Chief Economist
                                                 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