Past Event

Chief Credit Officers Symposium

Designed for senior Commercial Credit Managers, this conference focuses on issues of high importance on a local and regional basis. Topics of interest include critical credit regulations, economic review, financial analysis, hot lending topics, credit products and services of benefit to banks. Also, networking and roundtable sessions will be included, allowing attendees to get to know others in similar positions from across the state.

Who Should Attend

Chief Credit Officers
Chief Lending Officers
DeNovo Officers

Registration and Accommodations

Early-Bird Registration through Friday, October 7, 2010
CBA Member $395 | Non-Member $695 | *Member Vendor $595 | *Non-Member Vendor $895

Regular Registration
CBA Member $495 | Non-Member $795 | *Member Vendor $695 | *Non-Member Vendor $995

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 written notice is received by October 1 and 50% if by October 15. No refunds will be provided after October 15.

*Vendor registrations must be submitted via fax


Thursday, November 4, 2010 – Friday, November 5, 2010
InterContinental The Clement Monterey
750 Cannery Row
Monterey, CA 93940

Hotel accommodations can be made by calling the The Clement at 831/375-4500. The CBA rate is $235, single or double occupancy, plus tax and a $1 Monterey County Assessment fee. Please make your reservations by October 6; request after this date will be accepted on a space-available basis.


Agenda is tentative and subject to change.

Thursday, November 4, 2010

2:30 p.m. – 4:00 p.m.          Registration Opens

4:00 p.m. – 4:15 p.m.           Welcome and Introduction

4:15 p.m. – 5:15 p.m.          General Session – Legislative Update
                                               Kevin Gould
                                               SVP, Director of State Government Relations
                                               California Bankers Association

5:15 p.m. – 6:45 p.m.          Welcome Reception

Friday, November 5, 2010

7:45 a.m. – 9:00 a.m.          Continental Breakfast

9:00 a.m. – 9:15 a.m.          Opening Remarks

9:15 a.m. – 10:45 a.m.        General Session – Commercial Appraisal Administration
                                                                                Tips for CCOs
                                               David Rosenthal
                                               Curtis-Rosenthal, Inc.

10:45 a.m. – 11:00 a.m.      Refreshment Break

11:00 a.m. – 12:30 p.m.      General Session – The Credit Cycle: Where Are We Now and
                                                                                Where Are We Headed?
                                                Paul Hurd
                                                Credit & Portfolio Advisory Group

12:30 p.m. – 1:30 p.m.         Luncheon and Networking

1:30 p.m. – 3:00 p.m.           General Session – Federal Regulatory Reform
                                                FRB & FDIC

3:00 p.m. – 3:15 p.m.           Refreshment Break

3:15 p.m. – 4:15 p.m.           Roundtable Discussions and Closing Remarks


Why sponsor:

  • 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

Current Sponsors

Curtis-Rosenthal, Inc.
The Debt Exchange, Inc (DEBTX)
Graystone Capital
Herron Companies
Scherzer International
SDC Appraisal Review & Consultants