2019 Annual Conference Handouts
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Handouts

Sunday, March 10

9:00 AM – 10:30 AM Welcome & Opening General Session

Improving Performance, Accelerating Growth

Robert Stevenson
Speaker & Author
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
Industry


Laurel Sykes 
SVP, Chief Risk Officer
Montecito Bank & Trust
Guest Banker (TBD)

California’s New Consumer Privacy Act and
Its National Impact


Kevin Gould
SVP, Director of Government Relations
California Bankers Association
Co-Presenter: TBD

How to Assess and Influence Culture at Your Bank

Jeremy Gray 
SVP, Director of Credit Administration & Compliance
Rock Canyon Bank
2:45 PM – 3:45 PM Learning Sessions:

Unconventional Wisdom to Grow Core Deposits

Sean Payant
Chief Consulting Officer
Haberfeld

Cost-Effective and Practical Uses for
Artificial Intelligence
and Transformational Technologies in
Community/Regional Banks


Shawn Stewart
Partner
Grant Thornton LLP

Using M&A to Solve the Deposit Dilemma in an
Era of Rising Interest Rates


Andrew O’Keefe
Director, Mergers and Acquisitions
Invictus Group

Monday, March 11

8:15 AM – 9:25 AM General Session

Maximize Gen Y ROI:
Attract, Engage, and Retain Top Millennials
(External Link)


Aaron McDaniel
Corporate Manager & Author
Velocity Capital Group
9:35 AM – 10:35 AM Learning Sessions:

Increasing Non-Interest Income:
Key Questions and Hard Truths


Jason Lesteberg
Regional Director of Sales
Shazam

Fintech for Community Bankers 3.0

Josh Juergensen 
Principal
CliftonLarsonAllen

Neil Falken
Principal
CliftonLarsonAllen

Recruiting Quality Director Talent

Gayle Appelbaum
Partner
McLagan
10:45 AM – 12:00 PM General Session

The Dark Web: An Overview and Tour

Jim Baird
Director of Information Security, IT Auditor
10-D Security
1:20 PM – 2:20 PM Learning Sessions:

M&A Market Realities Panel

Moderator:
Ernie Panasci
Partner
Stinson Leonard Street

Panelists:
Aaron Axton
Principal 
Keefe, Bruyette & Woods, Inc.

Tullus Miller
National Practice and Group Leader – Financial Services
Moss Adams

David Sandler
Partner
Sandler O’Neill & Partners, LP

The Bank Executive Guide to the
Cybersecurity Dilemma


Steve Sanders 
VP of Internal Audit
Computer Services, Inc.

Are You Prepared for the Next Recession?

Edward Schreiber
EVP, Chief Risk Officer
Zions Bancorporation

Tuesday, March 12

8:30 AM – 9:35 AM General Session

Regulatory Panel

Panelists:
Kathy Moe
Regional Director
Federal Deposit Insurance Corporation

Tracy Basinger
EVP, Head of Supervision
Federal Reserve Bank of San Francisco

Kay Kowitt
Deputy Comptroller, Western District Office
Office of the Comptroller of the Currency
9:50 AM – 10:50 AM General Session

Leadership 2019: Incorporating the Next Generation
into Your Culture


Eric Swenson
Managing Director 
RSJ/Swenson, LLC
11:00 AM – 12:00 PM Learning Sessions

The Role of Cryptocurrencies and
Blockchain Technology in Banking


Joel Cook 
Principal
Aldrich & Bonnefin, PLC

Navigating the Storm: Disaster Contingency and
Post-Event Strategies


Laurel Sykes
SVP, Chief Risk Officer
Montecito Bank & Trust

How to Develop and Maintain a Healthy Risk
Appetite


Dev Strischek
Principal
Devon Risk Advisory Group
2:15 PM – 3:30 PM Closing General Session & Bank of the Year Award

Full Speed Ahead

Vince Poscente
Olympic Athlete, Motivational Keynote Speaker, and Author