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Directors Conference & 50th Annual Bank Counsel Seminar
Coronado Island Marriott Resort & Spa • Coronado, CA

Join us for the NEW Directors Conference & 50th Annual Bank Counsel Seminar.  

Starting this year we will be reformatting our Directors Conference and combining with our 50th Annual Bank Counsel Seminar. 

Directors Conference Agenda

Wednesday, June 14, 2017

9:00 a.m. – 6:00 p.m. Registration Open
10:00 a.m. – 1:00 p.m.

Directors Roundtable: Current Issues Forum & Working Luncheon 
- Mark Aldrich, Directors Conference Chairman, Principal of Aldrich & Bonnefin, PLC and Founder of the Bankers’ Compliance Group

- Julianna Graham, SVP, Strategic Partners, CBA

- Eric Johnsen, Executive Benefit and BOLI Consultant, Equias Alliance

1:30 p.m. – 2:30 p.m.

Conference Welcome & Opening Session
The Opportunities & Challenges of Fintech

- Barbara Polsky, Partner, Manatt, Phelps & Phillips LLP
- Jacob Eisen, Director of Corporate Development and new Ventures, Co-Director, CSI Kick Start

2:30 p.m. – 3:00 p.m. Refreshment Break
3:00 p.m. – 4:30 p.m. Directors: Current Liability Insurance Issues for Directors, Case Studies
- Justin Corey, Senior Vice President, IBIS Insurance
- Pat Corey, President, IBIS Insurance
- Mark Tomlinson, Vice President, Zurich North America
4:30 p.m. – 6:00 p.m. Welcome Reception

Thursday, June 15, 2017

7:30 a.m. – 8:30 a.m. Breakfast
7:30 a.m. – 5:00 p.m. Registration Open
8:45 a.m. – 9:45 a.m. Industry Issues and Challenges
- Steve Brown, President & CEO, Pacific Coast Bankers’ Bank
10:00 a.m. – 11:15 a.m. Directors: Regulatory Developments Update: What Directors Need to Know
- Mark Aldrich, Esq. Principal of Aldrich & Bonnefin, PLC and Founder of the Bankers’ Compliance Group
11:30 a.m. – 1:00 p.m. Lunch & Award Presentations
1:15 p.m. – 2:30 p.m. Directors: The Role of the Bank Board in Ensuring Sound Compensation Strategies
- Kathy Smith, Principal, Bank Compensation Consulting
2:30 p.m. – 3:00 p.m. Refreshment Break
3:00 p.m. – 4:15 p.m. Directors: Strategic Planning Issues for 2017-2018: An Interactive Directors Panel
- Mark Aldrich, Esq. Principal of Aldrich & Bonnefin, PLC and Founder of the Bankers’ Compliance Group
- Lou Cosso, Director, Tri Valley Bank
- Tom Shaffer, Vice Chairman, 1867 Western Financial Corporation
4:30 p.m. – 6:00 p.m. Evening Reception

Friday, June 16, 2017

7:30 a.m. – 8:30 a.m. Breakfast
7:30 a.m. – 11:15 a.m. Registration Open
8:45 a.m. – 10:00 a.m. Directors: M&A Interactive Session: Case Studies
- Aaron Axton, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
- Joe Gulash, Managing Director, Keefe, Bruyette & Woods, A Stifel Company
- David Gershon, Partner, Manatt, Phelps & Phillips, LLP
- Patricia Young, Partner, Pillsbury Winthrop Shaw Pittman LLP
10:00 a.m. – 11:15 a.m Directors in a Digital Age: Cybersecurity, Strategy, Customer Demographics & Branching Strategies
- Trent Fleming, CEO, Trent Fleming Consulting
11:15 a.m. Conference Adjourns

Bank Counsel Agenda

Wednesday, June 14, 2017

9:00 a.m. – 6:00 p.m. Registration Open
10:00 a.m. – 1:00 p.m.

General Counsel Roundtable & Working Luncheon

1:30 p.m. – 2:30 p.m. Conference Welcome & Opening Session
The Opportunities & Challenges of Fintech
- Barbara Polsky, Partner, Manat, Phelps & Phillips LLP
- Jacob Eisen, Director of Corporate Development and new Ventures, Co-Director, CSI Kick Start
2:30 p.m. – 3:00 p.m. Refreshment Break
3:00 p.m. – 4:30 p.m. Concurrent Sessions Series I
Session #1: Lender Liability

- A. Barry Cappello, Managing Partner, Cappello & Noel
- Thomas Robins, Chief Supervising Trial Attorney, Frandzel Robins Bloom Csato

Session #2​: Banking Cannabis Businesses and Other High Risk Customers
- Cheryl Lott, Shareholder, Buchalter
- Richard Orman, Shareholder, Buchalter
- Dante Tosetti, Principal, Dante Tosetti Consulting, Former FRB Examiner
- Steve Strange, Panel Moderator, SVP & General Counsel, Manufacturers Bank
4:30 p.m. – 6:00 p.m. Welcome Reception

Thursday, June 15, 2017

7:30 a.m. – 8:30 a.m. Breakfast
7:30 a.m. – 5:00 p.m. Registration Open
8:45 a.m. – 9:45 a.m. Industry Issues and Challenges
- Steve Brown, President & CEO, Pacific Coast Bankers Bank
10:00 a.m. – 11:15 a.m. Concurrent Sessions Series II
Session #1: What’s the Deal?  M&A Best Practices and Recent Trends​
- Shawn Turner, Executive Partner of Holland & Knight’s Denver, Colorado Office
- Rory McKinney, Head of D.A. Davidson’s Investment Banking Group

Session #2​: “Hell or High Water”: Bank Operations Update (Session repeats)
- Keith Forrester, Principal, Aldrich &Bonnefin, PLC
- Ted Kitada, SVP & Senior Company Counsel, Wells Fargo Bank, NA
11:30 a.m. – 1:00 p.m. Lunch & Award Presentations
1:15 p.m. – 2:30 p.m. Concurrent Sessions Series III
Session #1: Recent Developments in CRE Lending
- Alan Mirman, Partner, Mirman, Bubman & Nahmias LLP
- Peter Munoz, Counsel, Reed Smith
- Demetra Georgelos, Senior Corporate Counsel, Schwab Bank

Session #2​: CFPB 2017 – Agency Priorities and Areas of Emphasis, and Industry Planning Moving Forward​
- Douglas Thompson, Consumer Financial Services Litigator, Bryan Cave LLP
- Edwin Chow, Regional Director, CFPB’s West Region office in San Francisco
2:30 p.m. – 3:00 p.m. Refreshment Break
3:00 p.m. – 4:15 p.m. Concurrent Sessions Series IV
Session #1: 
Employment Law Update
- Shauna Correia, Attorney at Law, Weintraub Tobin Chediak Coleman Grodin
- Aaron Klein, CEO at Riskalyze

Session #2​: “Hell or High Water”: Bank Operations Update
- Keith Forrester, Principal, Aldrich &Bonnefin, PLC
- Ted Kitada, SVP & Senior Company Counsel, Wells Fargo Bank, NA
4:30 p.m. – 6:00 p.m. Evening Reception

Friday, June 16, 2017

7:30 a.m. – 8:30 a.m. Breakfast
7:30 a.m. – 11:15 a.m. Registration Open
8:45 a.m. – 10:00 a.m. Concurrent Sessions Series V
Session #1: 
Who and What is Protected … The Intersection of the Attorney-Client Privilege and Bank Examination Privilege in Bank Examinations and Supervision​
- Kevin Petrasic, Banking Partner and Head of the Global Financial Institutions Advisory Practice, White & Case LLP

Session #2: The Changing Landscape of ADA Compliance and Litigation: Digital Accessibility — How to Avoid Becoming a Litigation Target​
- Chris Chenoweth, SVP, Chief Legal Officer, Fremont Bank
- Martin Orlick, Attorney, Jeffers, Mangels, Butler & Mitchell LLP
10:00 a.m. – 11:15 a.m Supreme Court Term In Review
- Zachary Price, Professor, UC Hastings College of Law
11:15 a.m. Conference Adjourns

Location

Coronado Island Marriott Resort & Spa
2000 Second Street
Coronado, CA 92118
Phone: (619) 435-3000

Accommodations

Hotel accommodations can be made by calling the Coronado Island Marriott Resort & Spa central reservations department at 1 (800) 228-9290 or (619) 435-3000. The CBA rate is $209, single or double occupancy, plus taxes and a discounted resort services fee of $25* per night. Please make your reservations by Wednesday, May 17, 2017. Rooms are limited and may sell out before this date. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates.

Dress code for the conference is business casual during educational sessions. 

*The resort services fee has been reduced for this event, to $25/night, and includes the Wired For Business Package, including local, domestic long distance and Enhanced High Speed Internet Access, Resort Fitness Classes, Resort Equipment Rentals, which include: boogie boards, beach chairs, and bicycles.

Parking

Valet parking is offered for $35 per evening; self-parking is $31 per evening (in and out privileges will be extended to overnight guests).

Registration

Early-bird Registration Fees through Friday, May 26, 2017

CBA Member Bank

$795

Spouse Fee

$395

Registration Fees after Friday, May 26, 2017

CBA Member Bank or Law Firm

$995

Non-member Bank or Law Firm

$1,345

CBA Affiliate Member

$2,000

Spouse Fee

$395

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 May 15, 2017, and 50 percent if by May 29, 2017. No refunds will be provided after May 29, 2017. Registrations made on or after May 29, 2017 are not subject to refund.

Sponsor/Exhibitor Information

Rosemary Mignano 
Manager Sponsors, Exhibitors and Member Development 

rmignano@CalBankers.com
(916) 438-4435

A few reasons your organization should sponsor 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