2020 Annual Conference & Directors Forum Handouts
Click below to access session handouts
Handout links will be available as soon as they are received from speakers

Sunday, March 1, 2020
9:00 AM – 10:30 AM Welcome & Opening General Session

It’s Your Ship

Mike Abrashoff
Naval Commander
Leadership & Teamwork Expert
11:00 AM – 12:00 PM Learning Sessions

Learning Session #1

Technology’s Role in Growing the
Community Bank of the Future

George Leis 
Montecito Bank & Trust

Dan O’Malley 
Founder & CEO 

Learning Session #2

Capital Planning:
Much More Than an Adequacy Exercise

Gary Svec, CPA
Managing Director
Performance Trust Capital Partners, LLC

Learning Session #3

A Great Place to Work: At the Intersection of
Communication, Culture, Leadership, and Talent

Eric Swenson
Managing Director
RSJ/Swenson LLC
1:15 PM – 2:30 PM General Session

Economic Update

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara
2:45 PM – 3:45 PM Learning Session

Confessions of a CEO
CEO – Board Relationship and Board Effectiveness

David Taber
David Taber Consulting
Monday, March 2, 2020
8:30 AM – 9:30 AM General Session

Regulatory Panel

Kathy Moe
Regional Director
Federal Deposit Insurance Corporation (FDIC)

Kay Kowitt
Deputy Comptroller Western District
Office of the Comptroller of the Currency (OCC)

Joe Lozano
Vice President, Regional Institutions​
Federal Reserve Bank of San Francisco (FRBSF)
10:00 AM – 11:00 AM Learning Sessions

Learning Session #1

Scenario Planning, M&A, & Strategic Options:
The New Defensive Playbook

Adam Mustafa
Chief Executive Officer and Co-Founder
Invictus Group​

Learning Session #2

Upside Down Thinking on Efficiency:
Changing Priorities to Drive Results

David Furnace
Chief Executive Officer
Haberfeld Associates

Learning Session #3

Why You Should Audit Your Culture and
How to Get Started

Steve King
Wolf & Company, P.C.
11:10 AM – 12:15 PM General Session

Banking Cannabis with Eyes Wide Open (Panel)

- Chris Cook, Chief Compliance Officer & Co-Founder, StandardC
- Richard Laiderman, Co-Founder & Board Chair, StandardC
- Erin Gore, CEO & Founder, Garden Society
- Teveia Barnes, Former Commissioner of the
   California Department of Business Oversight
Arnold Grisham​, Consultant
1:30 PM – 2:30 PM Learning Sessions

Learning Session #1

Son Of A Breach! Cyber Incident Response Insights,
Planning and Best Practices From
Bank Industry Experts

- Sean Hoar, Partner & Chair,
      Lewis Brisbois Bisgaard & Smith LLP
- Peter Marchel, Esq., Marchel & Associates Risk Consulting
- Casey Boggs, President, ReputationUs

Learning Session #2

Model Risk Management in an Evolving World

Mike Cohn
Wolf & Company, P.C.

Learning Session #3

Recent Developments in Bank Corporate Governance

Shawn Turner
Holland & Knight
Tuesday, March 3, 2020
8:30 AM – 9:30 AM General Session

A Washington Perspective​

Laurie Stewart
American Bankers Association

James Ballentine
VP of Congressional Relations
American Bankers Association

Moderated by:
Kevin Gould
SVP & Director, Government Relations
Western Bankers Association
11:10 AM – 12:15 PM Learning Sessions

Learning Session #1

The Battle for Deposits:
Firepower Through Data and Digital

David Catalano 
SVP, Business Development Manager 
Baker Hill

Tim Keith 
Chief Marketing Strategist, Analytics & Marketing 
Baker Hill

Learning Session #2

Streamlined ALCO:
Best Practices for Allocating Time & Resources

Brian Heim 
Principal Member
IRR-analytics, LLC

Learning Session #3

Planning for Succession:
Creating a Robust Pipeline for Organizational Success

Kathy Baron
Vice President
Pearl Meyer

Greg Swanson
Managing Director
Pearl Meyer
1:30 PM – 2:30 PM General Session

Better Than Before: How to Make Digital Banking
More Personal & Meaningful Than Banking
in the Branch … By Using Your People in the Branch

Lee Wetherington
Director of Strategic Insight
Jack Henry & Associates, Inc.
2:30 PM – 2:45 PM Refreshment Break
2:45 PM – 4:00 PM Closing General Session

On Fire: Choices to Ignite a Radically Inspired Life

John O’Leary
Inspirational Speaker & Author