A four-day event focused on guiding bank executives through the industry’s greatest
challenges to achieve short- and long-term initiatives. This signature WBA event will be held at the beautiful Grand Wailea in Maui. With more than 500 attendees in 2018 this conference is one you will not want to miss.
3850 Wailea Alanui Dr.
Wailea, HI 96753
Check-In Time: 3:00 PM | Check-Out Time: 12:00 PM
Embark on an adventure like never before with 40 acres of lush tropical gardens and endless activities to choose from – the ultimate destination for an immersive Hawaiian getaway. With an endless supply of activities, adventures and excitement, there’s a reason Grand Wailea is consistently ranked among the world’s best resorts by leading travel consumer reports and industry peers.
You can reserve your room online here or you can contact the resort directly at (808) 875-1234 or (800) 888-6100. Please mention the Western Bankers Association while booking your room over the phone in order to receive the discounted rate. The WBA negotiated room rate starts at $460/night single or double occupancy, plus taxes and fees. An earlier departure or later stay may be subject to an increased room rate.
|Deluxe Ocean View||$520.00|
All rates are based on Single/Double occupancy and are exclusive of tax, which is currently at 13.416%. For additional persons 19 years and older, a $75 charge per night is applied. Maximum four adults or two adults and two children per room.
Parking: $30 per car, per night
Resort Fee: $20 per room, per night, plus tax will be posted to all guest rooms to cover the following:
- A tropical flower lei greeting upon arrival
- Two bottles of water on day of arrival placed in the guestroom
- Welcome Mai Tai Hawaiian Punch (non-alcoholic) at the designated check-in area
- Unlimited local, toll-free, and credit card calls (no access fee)
- Coffee & tea in guest rooms
- Unlimited use of Spa Grande’s Fitness Center featuring cardiovascular and strength training equipment
- Participation in yoga classes
- Admission to twice-daily SCUBA clinics
- Use of Kona lanai Hardtail Mountain Bikes (based on availability)
- 24-Hour business kiosk with free boarding pass printing
- Beach umbrellas for use on Wailea Beach (subject to resort’s inventory)
- Participation in scheduled Art & garden Tours featuring the works of Botero, Leger, and Chihuly
- In-room high speed internet access (up to 2MB), with wireless capability and internet for multiple devices
- In-room safes
Saturday, March 9
|7:00 AM – 1:00 PM||Golf Tournament|
|7:30 AM – 1:30 PM||Hiking & Waterfalls Tour of East Maui|
|10:00 AM – 4:00 PM||One-on-One Meetings with Regulators
(By Appointment Only)
|1:00 PM – 6:00 PM||Registration|
|5:00 PM – 7:00 PM||Welcome Reception|
|Sunday, March 10|
|7:00 AM – 3:30 PM||Registration Open|
|7:00 AM – 8:00 AM||Beach Yoga|
|7:45 AM – 9:00 AM||One-on-One Meetings with Regulators
(By Appointment Only)
|9:00 AM – 10:30 AM||Welcome & Opening General Session
Improving Performance, Accelerating Growth
Speaker & Author
|10:00 AM – 4:00 PM||Marketplace Open|
|10:00 AM – 2:00 PM||Guest Program Activity – Shopping Shuttle to Lahaina|
|10:30 AM – 10:40 AM||Refreshment Break|
|10:40 AM – 11:40 AM||Learning Sessions:
To Bank or Not to Bank: Compliance Considerations
When Deciding Whether or Not to Bank the Cannabis
SVP, Chief Risk Officer
Montecito Bank & Trust
Guest Banker (TBD)
California’s New Consumer Privacy Act and
Its National Impact
SVP, Director of Government Relations
California Bankers Association
How to Assess and Influence Culture at Your Bank
SVP, Director of Credit Administration & Compliance
Rock Canyon Bank
|11:40 AM – 1:00 PM||Lunch and Time to Visit Partners|
|11:45 AM – 1:00 PM||One-on-One Meetings with Regulators
(By Appointment Only)
|1:00 PM – 2:15 PM||Peer Exchange Sessions – Bankers & Directors Only|
|2:00 PM – 2:30 PM||One-on-One Meetings with Regulators
(By Appointment Only)
|2:15 PM – 2:45 PM||Dessert Break in Marketplace|
|2:45 PM – 3:45 PM||Learning Sessions:
Unconventional Wisdom to Grow Core Deposits
Chief Consulting Officer
Cost-Effective and Practical Uses for Artificial Intelligence
and Transformational Technologies in
Grant Thornton LLP
Using M&A to Solve the Deposit Dilemma in an
Era of Rising Interest Rates
|4:00 PM – 5:30 PM||WBA Island Games|
|5:30 PM||Evening Open For Vendors|
|Monday, March 11|
|7:15 AM – 3:30 PM||Registration Open|
|7:15 AM – 3:30 PM||Marketplace Open|
|7:15 AM – 8:15 AM||Breakfast in Marketplace|
|8:15 AM – 9:25 AM||General Session
Maximize Gen Y ROI:
Attract, Engage, and Retain Top Millennials
Corporate Manager & Author
Velocity Capital Group
|9:00 AM – 3:00 PM||Guest Program – Pineapple Plantation|
|9:25 AM – 9:35 AM||Refreshment Break|
|9:35 AM – 10:35 AM||Learning Sessions:
Increasing Non-Interest Income:
Key Questions and Hard Truths
Regional Director of Sales
Fintech for Community Bankers 3.0
Recruiting Quality Director Talent
|10:35 AM – 10:45 AM||Transition Break|
|10:45 AM – 12:00 PM||General Session
The Dark Web: An Overview and Tour
Director of Information Security, IT Auditor
|12:00 PM – 1:20 PM||Lunch in Marketplace|
|1:20 PM – 2:20 PM||Learning Sessions:
M&A Market Realities Panel
Stinson Leonard Street
Keefe, Bruyette & Woods, Inc.
Sandler O’Neil & Partners, LP
The Bank Executive Guide to the
VP of Internal Audit
Computer Services, Inc.
Are You Prepared for the Next Recession?
EVP, Chief Risk Officer
|2:20 PM – 2:30 PM||Transition Break|
|2:30 PM – 3:30 PM||Peer Exchange Sessions – Bankers & Directors Only
|2:30 PM – 5:00 PM||Mid-Sized & Community Bank Meeting|
|Pool & Leisure Time, Evening Open for
|Tuesday, March 12|
|7:30 AM – 3:30 PM||Registration Open|
|7:30 AM – 2:15 PM||Marketplace Open|
|7:30 AM – 8:30 AM||Breakfast in Marketplace|
|8:30 AM – 10:00 AM||Registered Guests Networking Breakfast|
|8:30 AM – 9:35 AM||General Session
- Federal Deposit Insurance Corporation
- Federal Reserve Bank
- Office of the Comptroller of the Currency
|9:35 AM – 10:50 AM||General Session
Leadership 2019: Incorporating the Next Generation
into Your Culture
|10:50 AM – 11:00 AM||Transition Break|
|11:00 AM – 12:00 PM||Learning Sessions
The Role of Cryptocurrencies and
Blockchain Technology in Banking
Aldrich & Bonnefin, PLC
Navigating the Storm: Disaster Contingency and
SVP, Chief Risk Officer
Montecito Bank & Trust
How to Develop and Maintain a Healthy Risk
Devon Risk Advisory Group
|12:00 PM – 1:00 PM||Lunch & Exhibitor Prize Drawings in Marketplace|
|1:00 PM – 2:00 PM||Peer Exchange Sessions – Bankers & Directors Only|
|2:00 PM – 2:15 PM||Dessert Break in Expo – Last Chance to Pick-Up Prizes|
|2:15 PM – 3:30 PM||General Session
Full Speed Ahead
Olympic Athlete, Motivational Keynote Speaker, and Author
|3:30 PM – 5:00 PM||Pool & Leisure Time|
|5:00 PM – 8:00 PM||Farewell Reception & Dinner
Bank of the Year Awards
|Wednesday, March 13|
|11:00 AM – 4:00 PM||Whale Watching Charter|
This program is a roadmap to business success. It is the perfect combination of proven business tactics solidly grounded in years of research. Mr. Stevenson is an expert at building a high performance business culture. His program contains winning strategies, techniques, methods, thoughts, principles, and key habits for success that will empower anyone towards a better future.
Learn who Millennials are, why they got this way, what they want, and how to maximize Gen Y ROI from recruiting, training, engaging, and mentoring Millennials to be strong corporate stewards of the future.
The language of the “Dark Web” is ubiquitous, and it’s important for banks to be able to communicate to customers what it is and what it contains. In this session, learn about the Deep Web, Dark Web, and Dark Nets and how they operate. Experience a live demo of the Dark Web to uncover where it exists, what it contains, and why it should be examined with caution.
Engage with a panel of regulators to identify important issues impacting banks such as exams, risk tolerance, defense lines, and consumer compliance. Gain insight into regulatory focus and advance a forward-looking approach to your bank’s overall strategic planning.
A business keynote speech based on Vince’s New York Times bestselling book, The Age of Speed. He inspires audiences to thrive in world of more-faster-now.
Vince highlights the leadership essentials of:
To Bank or not to Bank — Compliance Considerations when Deciding whether or not to Bank the Cannabis Industry
To date, more than 30 U.S. states have legalized marijuana for either medical or recreational use; however, cultivation, possession and sale of marijuana remains illegal on a federal level and banks are in a tough position when it comes to deciding whether or not to bank the cannabis industry.
In this session, the California Consumer Privacy Act of 2018 will be discussed in detail. This comprehensive measure establishes rights for consumers relative to knowing the personal information that a business collects on them, grants a right to delete their personal information, dictates whether a business can sell their personal information and prohibits discrimination in the offering and pricing of services based on the consumer’s exercising their rights.
As the father of modern management, Peter Drucker, once said, “Culture eats strategy for breakfast”; and in today’s ultra-competitive and fast-paced environment, setting and maintaining the right culture can make or break your bank. Learn how to assess and influence the culture within your bank using simple methods and thought provoking takeaways, all based on recent research.
Retail banking is still a great business if we don’t allow flawed analysis to lead us into making bad decisions. Our industry must bury its reliance on conventional wisdom about our retail banking products, policies and practices. In this fast-paced session, we will discuss how to double overall new customer acquisition and why that can result in a significant improvement in ROA and ROE over time.
Cost Effective and Practical uses for Artificial Intelligence and Transformational Technologies in Community/Regional Banks
Transformational technologies, including data and cognitive analytics, artificial intelligence (AI), robotic process automation (RPA), and blockchain are positioned to disrupt industries and community banks must find practical and economically feasible solutions to maintain their edge in the marketplace.
Community banks may not realize it, but the Federal Reserve saved the community banking system in the years after the financial crisis. But those efforts came at a huge price, and it’s time to pay up. While hidden, profound changes are lurking in banks’ balance sheets that no one is discussing. In this session, explore the only practical way to make a meaningful difference: a merger or acquisition.
The world of payments has shifted in the last five years bringing technological advances and increased threats, but in the end, your payment channels still need to make money. This session will help you understand who the players are in payments today, what they can do for your bank, and the tools you can use to maximize profitability through current and emerging payment solutions.
Over the last two years, we have given an introduction to how community bankers are leveraging fintech to grow their institutions. Fast forward another year and this trend is not going away, it’s expanding. This session will review new trends in fintech and the impact of potential charters for fintech firms.
What does the unique profile of a bank’s next director look like, and how can organizations recruit candidates to join the board? Learn how to identify the desired skills, experience, and expertise of future board members. Discuss how to successfully recruit these candidates to join an organization and discover how this can result in a firm achieving a heightened level of corporate governance.
Engage with a panel discussion on the current M&A landscape. The panelists will explore the issue from different perspectives and open the floor to the audience for Q&A.
When it comes to the cybersecurity dilemma, no one is exempt from its challenges — not even board members — and the pervasive effect of cyber risks now requires executives and boards to be actively engaged in the conversation. Discover ways in which cybersecurity is reshaping board governance and engagement, and identify practical strategies bank executives can utilize be more effective in mitigating cyber risks.
How do you think your bank is positioned for the next credit or economic downturn? Are the current conditions as positive as reported or are the initial cracks a sign of things to come? This session will take a deep dive into the current economic cycle and point out some initial signs that could reflect that the end of the cycle might not be that far off.
With cryptocurrencies and blockchain technologies becoming increasingly popular and commonplace, they are making their way into banking. In this session, we will dive into the world of cryptocurrencies and blockchain technology and consider the products and services banks provide to cryptocurrency businesses, including deposit and loan products, and how banks may utilize blockchain technology.
Disaster contingency plans have been tested as never before during recent natural disasters. These disasters have forced tough decisions under tremendous conditions, including when to reopen bank branches in evacuation zones and how to support employees who may have lost homes or loved ones. Learn helpful tips for updating your disaster contingency plans based on lessons learned from recent disasters, including checklists for addressing customer outreach, employee safety and communication, alternative work location strategies, and regulatory notification processes.
As banks compete harder for market share and value in this late stage of the business cycle, they need to ensure their risk appetites are in balance with their risk tolerances. Learn how to develop and maintain a risk appetite that keeps your bank in great shape and performing well against your peers.
Robert Stevenson is an expert at building a high-performance culture, improving efficiency, and accelerating growth. He is one of the most widely sought-after speakers in the world today, as well as a best-selling author. He has owned five companies, sold internationally in over 20 countries, along with holding positions from Salesman to Chief Executive Officer.
Aaron McDaniel is a corporate manager, speaker, and author with a passion for helping organizations better engage their Millennial customers and empower their Millennial employees. Aaron pairs his multi-generational teamwork expertise with strong corporate experience, having been in leadership and management roles for nearly a decade. At the age of 27, Aaron became the youngest ever to serve as Regional Vice President at AT&T, a Fortune Global 100 company, leading an organization of over 60 people.
Mr. Baird has over 30 years of experience in Information Technology, Information Security and Business Continuity, with the past 15 years focused in the financial industry. Mr. Baird has extensive knowledge of information security controls, governance and regulatory requirements specific to financial institutions. Prior to that he provided services in engineering/construction, travel and manufacturing industries, including firms such as Standard & Poor’s, Worldspan, Black & Veatch and Hallmark.
Eric Swenson is founder and managing director of RSJ/Swenson LLC, a human resources and workforce development firm serving more than 250 businesses throughout North America. As a workforce strategist, he works with C-level executives to help identify talent, enhance corporate culture, develop leaders, and maximize productivity. A sought-after speaker, he speaks to organizations and conferences throughout the United States on topics ranging from leadership and management to workforce trends and issues.
Vince Poscente is an Olympic athlete, motivational keynote speaker, and author on the topic of peak performance, overcoming adversity, and sustaining resiliency in a competitive landscape. A nationally recognized speaker, he thrives on challenges, particularly those that help clients overcome adversity and sustain resiliency. In his most recent career, Vince has become a New York Times bestselling author, inductee into the Speaker Hall of Fame, earned a Masters of Arts in organizational management, and leads adventure climbs in the Himalayas.
Laurel Sykes joined Montecito Bank & Trust as their Chief Risk Officer in 2009. In this role, she is responsible for consumer compliance, Bank Secrecy Act (BSA) /Anti-Money Laundering (AML), fraud prevention, information security, vendor management, business continuity planning, and overall enterprise risk management and regulatory affairs. She is the Bank’s Community Reinvestment Act Officer and she shares the role of Board-appointed Information Security Officer.
Kevin Gould joined the California Bankers Association (CBA) in 2004, bringing with him more than seven years of legislative experience. In his role as senior vice president and director of state government relations, he oversees the management and operation of CBA’s state government relations department and also serves as one of CBA’s three registered lobbyists. Gould’s advocacy responsibilities and issues focus mainly in the areas of bank operations, commercial lending, residential property lending, and wealth and asset management issues.
Sean Payant, Chief Consulting Officer, served as the Executive Director of the Schools of Banking for nine years prior to joining Haberfeld. He has administered, instructed, and authored materials for 17 different banking schools attended by bankers from 18 states. He has published articles on financial institution marketing, employee engagement, goal setting and community financial institution differentiation. Sean has presented more than 100 keynote and breakout sessions at industry meetings. He holds Masters and Doctor of Philosophy degrees from the University of Nebraska.
Shawn Stewart is a partner in Grant Thornton’s Business Advisory Services practice. Based in Los Angeles, he has more than 18 years of experience and provides process design, internal audit, risk consulting, IT consulting, regulatory compliance, and M&A services to financial services clients.
Kamal Mustafa is a major thought leader in banking and finance. Over the past 40 years, he has served as head of corporate finance/credit at Connecticut Bank and Trust; head of Global Mergers & Acquisitions at Citibank; Managing Director of M&A and Merchant Banking at PaineWebber; Managing Director of KSP, a $1 billion leveraged-buyout fund for John Kluge; founder and chairman of Bluestone Capital Partners and Wildwood Capital. He founded Invictus in 2008.
Joshua joined CliftonLarsonAllen LLP in 2007 in the financial institutions group. Josh devotes 100 percent of his time serving financial institutions with financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services.
Neil is a principal in the banking practice at CliftonLarsonAllen. He has more than 25 years of experience in the banking industry, which includes nine years of experience in the private sector. His private industry experiences range from cashier to chief financial officer, however, his strengths are in both the operations and lending areas of community banks.
Gayle Appelbaum is a Partner in McLagan’s Corporate and Consumer Banking Consulting practice. Gayle’s extensive knowledge of compensation practices and trends and the banking industry, coupled with her keen ability to understand each client’s needs, enables her to create solutions unique to each situation. She specializes in developing compensation plans that balance short and long-term risk while building shareholder value.
Ernie Panasci, a partner in the firm’s Denver office, focuses his practice in the areas of financial institutions, mergers and acquisitions, corporate law and counsels financial institutions about federal and state banking matters and related securities law and financing issues.
David C. Sandler is a Principal at Sandler O’Neill + Partners, L.P. He works with the firm’s West Coast clients in all aspects of strategic planning and franchise value enhancement, including asset/liability management, mergers and acquisitions and corporate finance. Mr. Sandler also advises the firm’s private equity clients on capital raising and depository strategy. He is a frequent lecturer at banking graduate schools, trade associations and industry conferences.
Steve Sanders, CSI vice president of Internal Audit, oversees the evaluation of risks associated with IT, financial and operational systems. He has a strong knowledge of cybersecurity and privacy, accompanied by an educational background in computer security and data protection. Steve has a unique ability to simplify these complex topics and increase awareness, and as such, he regularly speaks at conferences on information security, cybersecurity and risk management.
Edward Schreiber is the Chief Risk Officer/Executive Vice President with Zions Bancorporation in Salt Lake City, Utah.
Prior to Zions, Schreiber was Managing Director with Alvarez & Marsal Financial Industry Regulatory Advisory Services. He also served as Chief Risk Officer and Regulatory Liaison for TD Bank, N.A. and its predecessors, a $180 billion regional bank, for 11 years.
Joel Cook is a principal of Aldrich & Bonnefin, PLC and part of the firm’s Corporate Practice Group, specializing in corporate and commercial lending matters.
Mr. Cook regularly advises financial institutions on commercial loans, corporate governance issues, securities filings, contracts and bank regulatory matters.
As principal of Devon Risk Advisory Group, Dev Strischek specializes in credit risk and commercial banking management, training, and development. He is a frequent speaker, instructor, advisor, and writer for many different educational groups and associations.
|Through 12/31/2018||After 12/31/2018|
|WBA Bank Member||$1,495||$1,695|
|WBA Associate Member||$2,395||$2,495|
|WBA Season Pass Holder||$1,495||$1,495|
|Guest Program Member Registration||$700|
|Guest Program Member Season Pass Holder||$700|
|Guest Program Non-member Registration||$800|
Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Friday, February 22, 2019. No refund if cancellations are received after Friday, February 22, 2019.
Saturday, March 9, 2019
7:00 AM-1:00 PM
The WBA Annual Golf Tournament will be held at the Wailea Golf Club Gold Course, an 18-hole championship oceanfront course featuring manicured greens and breathtaking fairways.
Select from two tournaments – Scramble or Play-Your-Own-Ball.
Cost: $250 includes greens fee, cart, continental breakfast, beverages and prizes.
Hiking Tour Through the Rainforest and Waterfalls of East Maui
Saturday, March 9, 2019
7:30 AM – 1:30 PM
There is no better way to get “up-close and personal” with Maui’s unique landscape like a guided trek. This storybook rainforest hike offers knowledgeable guides to educate and teach the participants about Hawaii’s natural flora and is complete with a bamboo jungle and waterfall. The trip culminates with a swim in a pool beneath a waterfall. In other words, this trip has it all. What about food? Both breakfast and lunch are provided; everything you would need for a magical day hiking through Maui’s jungles and learning about the island’s landscape.
Cost: $200 per person, includes transportation, breakfast and lunch
Sunday, March 10, 2019
7:00 AM – 8:00 AM
Welcome the Maui morning with an easy and energizing private Yoga session on the beach.
Shopping in Lahaina
Sunday, March 10, 2019
11:00 AM – 2:00 PM
The Historic Lahaina town was the former Hawaiian capital city. Scattered throughout the town are multiple historic museums, statues and traditional Hawaiian culture; not to mention some of the best shopping on island!
A Day In the Life of a Pineapple
Monday, March 11, 2019
9:00 AM – 3:00 PM
Field, food and spirits! Embark on a custom upcountry tour to the only working pineapple plantation in America. Nestled in the sleepy town of Hali’imaile, this original rustic throwback to a bygone era allows visitors a glimpse into an important part of Maui’s history. Your experience on this eco-friendly farm includes bi-coastal views, light trade winds, and the gift of Hawaii’s unofficial fruit: the pineapple. After a walk through vibrant pineapple fields, guests are escorted to the Hali’imaile General Store for a private lunch prepared by celebrity chef Bev Gannon, followed by a discussion on the process of making vodka, rum, and whiskey with the Hali’imaile Distilling Company. Guests will be given an opportunity to sample these unique Maui beverages, purchase merchandise and spirits, and then wrap up the day with a lei making class before heading back to the resort.
9:00 AM – Depart hotel
10:00 AM – Check in at Haliimaile
10:15 AM – All guests begin plantation tour via plantation minibuses
11:15 AM – Lunch at Haliimaile General Store
12:30 PM – Begin Pau Vodka demonstration and tasting at the deck
1:00 PM – Lei Making
2:00 PM – Depart for hotel
3:00 PM – Estimated return to hotel
Cost: $220 per person, includes transportation and lunch
Exclusive Whale Watching Charter
Wednesday, March 13, 2019
11:00 AM – 4:00 PM
The afternoon begins as guests are transferred a short 30 minutes from the Grand Wailea to board Maui’s newest Motor Catamaran; the Ocean Guardian, departing from famous Ma’alaea Harbor. With a tropical libation in their hand, the cruise begins.
In the distance, guests can take in the panoramic views of the West Maui Mountains, and neighboring islands of Lanai and Molokai. Captain and crew will serve up a complimentary open bar featuring island cocktails, local brews on tap. During the months from December to April, the shallow basin between the four islands of Maui County is the preferred destination for Hawaii’s most famous visitor – the endangered Humpback Whale! Thanks to the warm waters, Maui is home to the Humpback whales for six months and it is here, in the tropical seas, that the mother whales give birth and teach their young to survive. Guests will truly enjoy lunch and a once in a lifetime experience.
11:30 AM Depart Hotel
12:00 PM Check in Ma’alaea Harbor
12:30 PM Begin Whale Watch & Lunch Tour
3:30 PM End Whale Watch
4:00 PM Estimated Return to Hotel
Cost: $150 per person and includes transportation, lunch and open bar.
The Guest Program Includes the following:
- Opening General Session
- Welcome Party
- Special Guest Activity
- Wild & Wacky Games – Fun Activity
- Farewell Reception & Dinner
- Guests Only Networking Breakfast – surprise amenity!
- Closing Session
If you are interested or would like more information, please contact:
Senior Manager of Sponsor, Exhibitor & Affiliate Member Development
(916) 438-4435 or email@example.com
A few reasons your organization should sponsor and/or exhibit:
- Maximize your company’s brand awareness and increase your market position
- Gain direct access to WBA 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 bank executives
- Support the Western Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry