April 16, 2014


Reviewed all 2,116 newly introduced legislative measures and identified 383 as having a potential impact on or of interest to the financial services industry. Continued to monitor 190 remaining active measures from 2013 (first half of Legislative Session), with 98 bills identified as having a potential impact on or of interest to the financial services industry. 

Provided detailed analysis of 64 measures to CBA policy committees and adopted formal positions on 54 measures to date.

Sponsored two legislative measures:

  • Assembly Bill 1858 amends Article 9 of the Uniform Commercial Code (UCC), pertaining to secured transactions involving commercial loan business borrowers
  • Senate Bill 339 extends important tax relief to residential mortgage borrowers receiving principal reduction resulting from a short sale or loan modification

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Fielded 20 incoming media inquiries, focused on a wide range of issues including data security, small business lending, the state of the banking industry and the impact of the QM rules.

Conducted media interviews with the Los Angeles Times, Orange County Register, Sacramento Bee, CBS 13 and KCRA among other publications and news outlets.

Launched CBA’s Twitter social media profile to engage online with policymakers, members, the media and strategic partners.

Distributed an opinion editorial from President and CEO Rod Brown on data security. The oped appeared in the Orange County RegisterSan Jose Mercury NewsSacramento Business JournalRiverside Press-Enterprise and the Contra Costa Times.

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Delivered Consumer Lending in-house program to 22 bankers.

Hosted the Loan Portfolio Management Conference for 18 participants.

Held Accounting for Lenders for 16 participants.

Presented Compliance 2014 to 42 participants.

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Hosted the 2014 Bank Presidents Seminar in January for 295 total participants.

Hosted the 27th Annual Lenders Conference in March for 155 total participants.


Researched and secured a new survey vendor, Pearl Meyer & Partners (PM&P), to conduct and produce our annual Compensation & Benefits Benchmark Survey.  PM&P will work with CBA to ensure a seamless transition for our survey participants, including providing a single point of contact at PM&P to help facilitate survey data submission. Additionally, as a result of this new vendor relationship, our 2014 survey will include some new features and data that will provide strong selling points for this year’s survey.

Filed a friend of the court letter in support of lender in Nativi v. Deutsche Bank, a case that interpreted the federal Protecting Tenants at Foreclosure Act to preserve tenant leases post foreclosure.

Responded to Supreme Court request for friend of the court letter addressing which standard of “unconscionability” the courts should apply in this automobile lending case involving an arbitration clause. The case is Sanchez v. Valencia Holding Company Inc., which CBA has been involved with as amicus. 

Filed an amicus brief jointly with the American Bankers Association in WFC Holdings Corp. v. United States on the “economic substance doctrine” regarding the appropriate standard that the IRS must follow before it disallows tax benefits on transactions that allegedly do not also generate independent income.

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Welcomed new members Community Bank, Pacific Commerce Bank, Pacific Premier Bank and US Metro Bank.

Welcomed affiliate members D.A. Davidson & Co., EDR (Environmental Data Resources, Inc.), Prenovost Normandin Bergh & Dawe, APC, ShoreTel, Inc., the TerraCotta Group, LLC and WebEquity Solutions.

Sixteen bank visits conducted by President & CEO Rod Brown.