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 | |
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| 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 President Montecito Bank & Trust Dan O’Malley Founder & CEO Numerated 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 Founder David Taber Consulting |
| Monday, March 2, 2020 | |
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| 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 Principal 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 Principal Wolf & Company, P.C. Learning Session #3 Recent Developments in Bank Corporate Governance Shawn Turner Partner Holland & Knight |
| Tuesday, March 3, 2020 | |
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| 8:30 AM – 9:30 AM | General Session A Washington Perspective Laurie Stewart Chair 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 |