Bank Presidents Seminar
2020 Bank Presidents Seminar
Four Seasons Resort at the Biltmore • Santa Barbara, CA
January 7-9, 2020
The only Western Bankers Association program exclusively for member bank presidents and CEOs.
Senior leaders of western region banks are invited to attend this premier event which delivers informative sessions and powerful networking opportunities at the luxurious Four Seasons Resort at the Biltmore in Santa Barbara.
Hotel & Travel
Four Seasons Resort at the Biltmore (Room block is now sold out)
1260 Channel Drive
Santa Barbara, California 93108
(805) 565-8299
Biltmore check-in time is 4:00 p.m. and check-out time is 12:00 p.m.
The hotel room block at the Four Seasons Resort at the Biltmore is now sold out.
For accommodations please check below for the other hotels in the area.
Important Note Regarding Hotel Cancellations: the Four Seasons Resort at the Biltmore has a 21-day cancellation policy and requires a fully non-refundable deposit of all nights’ room and tax to secure your reservation. Should you need to cancel, your cancellation must be received with 21-days prior to your confirmed arrival. Your confirmed reservation and the above cancellation policy will be provided in writing, via email, to you from the Four Seasons Resort, The Biltmore.
Parking: overnight valet $38, daily self parking $20
Other hotels in the surrounding area:
Montecito Inn - (0.5 miles away from The Biltmore)
1295 Coast Village Road
Santa Barbara, California 93108
(800) 843-2017
Hilton Santa Barbara Beachfront Resort (2.7 miles away from The Biltmore)
(Formerly the Fess Parker Hotel)
633 East Cabrillo Boulevard
Santa Barbara, CA 93103
(800) 879-2929
Hyatt Centric Santa Barbara Hotel (2.8 miles away from The Biltmore)
1111 East Cabrillo Boulevard
Santa Barbara, CA 93103
(805) 882-1234
Kimpton Canary Hotel (5 miles away from The Biltmore)
31 West Carrillo
Santa Barbara, CA 93101
(866) 999-5401
(805) 884-0300
The Ritz Carlton Bacara Santa Barbara (17.4 miles away from The Biltmore)
8301 Hollister Avenue
Santa Barbara, CA 93117
(805) 968-0100
Agenda
| Monday, January 6, 2020 | |
|---|---|
| 5:30 PM – 8:30 PM | WBA and Banker Benefits Board of Directors Reception and Dinner (Invite Only) |
| Tuesday, January 7, 2020 | |
|---|---|
| 10:00 AM – 6:00 PM | Registration Open |
| 10:00 AM – 12:00 PM | Executive Committee Meeting (Invite Only) (Lunch Provided) |
| 11:45 AM – 2:00 PM | CBA Past Chairmen’s Luncheon (Invite Only) |
| 2:15 PM – 3:15 PM | Banker Benefits Board of Directors Meeting (Invite Only) |
| 3:30 PM – 5:00 PM | Board of Directors Meeting (Invite Only) |
| 5:00 PM – 6:00 PM | Welcome Reception (All Attendees) |
| Wednesday, January 8, 2020 | |
| 8:00 AM – 4:00 PM | Registration Open (Closed during luncheon: 12:00 p.m. – 1:15 p.m.) |
| 8:00 AM – 9:00 AM | Breakfast |
| 9:15 AM – 9:30 AM | Welcome Remarks & Opening Keynote Introduction Steve Andrews President & CEO Western Bankers Association |
| 9:30 AM – 10:30 AM |
Opening Keynote Address Steve Hatfield |
| 10:30 AM – 10:50 AM | Refreshment Break |
| 11:00 AM – 12:00 PM | Learning Sessions – Series 1 Learning Session #1 M&A Outlook for 2020 - Aaron Axton, Managing Director, Keefe, Bruyette & Woods - Jeff Wishner, Managing Director, Keefe, Bruyette & Woods - Caspar Bentinck, Managing Director, Sandler O’Neill + Partners, LP - David Sandler, Principal, Sandler O’Neill + Partners, LP Learning Session #2 Facing the Liquidity Challenge Head On Mark Haberland Managing Director Darling Consulting |
| 12:00 PM – 1:15 PM | Luncheon |
| 1:30 PM – 2:45 PM | General Session U.S. and California Economic Outlook Chris Thornberg Founder Beacon Economics |
| 2:45 PM – 3:15 PM | Refreshment Break |
| 3:15 PM – 4:30 PM | Peer Networking Exchange |
| 5:00 PM – 6:00 PM | Reception |
| 6:00 PM – 8:00 PM | Dinner/Entertainment |
| Thursday, January 9, 2020 | |
| 7:30 AM – 12:00 PM | Registration Open |
| 8:00 AM – 9:00 AM | Breakfast |
| 9:00 AM – 10:00 AM | Learning Sessions – Series 2 Learning Session #1 The Latest on California’s Privacy Act Kevin Gould SVP, Government Relations California Bankers Association Nancy Thomas Partner Morrison & Foerster LLP Learning Session #2 Cybersecurity Takes a Seat in the Boardroom Trent Fleming Trent Fleming Consulting |
| 10:00 AM – 10:30 AM | Refreshment Break |
| 10:30 AM – 12:00 PM | Closing Keynote Speaker Three Megatrends and Four Best Practices That Will Shape Your Business Future Richard Karlgaard Publisher and Futurist Forbes Media |
| 12:00 PM | Conference Adjourns |
Steve Hatfield
Principal, Global Future of Work Leader
Deloitte Consulting LLP
As the Global Future of Work Leader for Deloitte Consulting, Steve advises the world’s most recognized global organizations on bringing to life the trends impacting the future of work, workforce and workplace. With more than 30 years of experience advising global organizations, Steve specializes on activating strategy, defining a preferred future, addressing workforce trends, implementing agile and resilient operating models, and transforming cultures oriented to growth, innovation and agility.
Chris Thornberg, PhD
Founder
Beacon Economics
Christopher Thornberg founded Beacon Economics LLC in 2006. In 2015, Dr. Thornberg also became director of the UC Riverside School of Business Center for Economic Forecasting and Development and an adjunct professor at the School.
Richard Karlgaard
Publisher and Futurist
Forbes Media
One of the most influential and respected figures in the technology, economic, and business worlds, Rich Karlgaard advises audiences on how to harness an organization’s strengths to maximize business opportunities in a fast-changing global marketplace.
Aaron Axton
Managing Director
Keefe, Bruyette & Woods
Aaron J. Axton is a Managing Director in KBW’s highly ranked Depositories Investment Banking Department serving banks in North America and Europe. Mr. Axton has been providing strategic advice to West Coast banks, thrifts and financial institutions for over 19 years.
Jeff Wishner
Managing Director
Keefe, Bruyette & Woods
Jeffrey J. Wishner is a Managing Director in the San Francisco office at Keefe, Bruyette & Woods. Mr. Wishner has 25 years of experience advising West Coast banks, thrifts and financial institutions on mergers and acquisitions and capital raising transactions.
Caspar Bentinck
Managing Director
Sandler O’Neill + Partners, LP
Caspar Bentinck is a Managing Director in the Investment Banking Group of Sandler O’Neill + Partners, L.P. Based out of the firm’s San Francisco office, he has extensive financial industry experience with a specific focus on mergers and acquisitions and capital raising for banks and thrifts. In the last several years, he has helped raise over $100bn globally in the debt and equity capital markets and advised on some of the largest bank mergers in the Western region.
David Sandler
Principal
Sandler O’Neill + Partners, LP
David C. Sandler is a Principal and Co-Head of Investment Banking 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.
Mark Haberland
Managing Director
Darling Consulting
Mark is a Managing Director at Darling Consulting Group. In this role, Mark works directly with financial institutions to strengthen their asset liability management process. He provides support to clients in the areas of liquidity risk management, capital, ALM modeling and reporting and regulatory compliance.
Kevin Gould
SVP, Government Relations
California Bankers Association
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 and federal government relations department and also serves as one of CBA’s three registered lobbyists.
Nancy Thomas
Partner
Morrison & Foerster LLP
Nancy Thomas is a partner in Morrison & Foerster’s Financial Services Litigation Practice Group. Ms. Thomas is a consumer class action and enforcement lawyer who represents financial services companies in court and in administrative proceedings.
Trent Fleming
Trent Fleming Consulting
For more than 35 years, Trent Fleming has helped hundreds of banks make wise strategic decisions about the optimum use of their management and technology resources.
Steve Andrews
President & CEO
Western Bankers Association
Steve Andrews is the president & CEO of the Western Bankers Association and manages the affairs and day to day operational aspects of the association and all its divisions. In his role as CEO he is one of the foremost advocates of the banking industry and the important role banks play in our communities and economy.
M&A Outlook for 2020
The session will explore the current M&A environment in the western region and the outlook for 2020. The session will take the perspective of both the buyer and seller and discuss the elements of what makes a deal come together successfully, and what can negatively impact a deal. Both quantitative measures and qualitative concerns will be reviewed in this interactive session.
Facing the Liquidity Challenge Head On
Loan growth is outpacing deposit growth. Loans are becoming a higher percentage of total assets. Wholesale funding levels are increasing and the potential for deposit attrition continues to grow. Liquidity is under pressure. This session will address the changing liquidity landscape, and what every bank should be doing to develop a “best practice” approach in liquidity management—regardless of the levels of liquidity you have today.
The Latest on California’s Privacy Act
Privacy and data security have emerged as a bi-partisan issue, which was demonstrated by the swift passage of the California Consumer Privacy Act (CCPA) of 2018. While businesses are working diligently to comply with the CCPA given its January 1, 2020, effective date, additional reforms designed to protect consumers are on the horizon and efforts by the California Legislature and at the ballot box are sure to encourage other states to act and will prompt conversations at the federal level. Join us for this timely and informative discussion where we will provide an update on the CCPA and foreshadow what we anticipate surfacing during the year.
Cybersecurity Takes a Seat in the Boardroom
Matters of technology, including cybersecurity, must be of great importance at all levels of the bank, including the board. This session will take a look at current cybersecurity issues, regulator expectations, and related matters that your board must be educated on. Board members and bank management will gain key insights into how to manage this important business issue, from compliance to protection of bank and customer assets.
Guest Activity
Mixology 101
Have you ever wondered what goes into a drink and why? At “Mixology 101” attendees will receive a private lesson with a leading Mixologists learning about different cocktails served at The Biltmore. They will get inside tips and tricks from the pros that they can use at home. The Mixologists will create seasonal cocktails and breakdown each key ingredient used. During the hour-long session, attendees will learn both the how and the why behind many of their favorite cocktails. They will also taste drinks, interact with each cocktail and take home a “how to guide” for their next party.
Pricing
|
Pricing For |
Through 12/17/2019 | After 12/17/2019 |
|---|---|---|
| WBA Bank Member | $995 | $1,345 |
| WBA Season Pass Holder | $995 | $995 |
| Bank Non-Member | N/A | N/A |
| WBA Associate Member | N/A | N/A |
| Guest Registration | ||
| Guest Registration | $495 |
Cancellation Policy
Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Monday, December 23, 2019. No refund if cancellations are received after Monday, December 23, 2019.
Staff Contact
REGISTRATION QUESTIONS? CONTACT:
registrations@westernbankers.com
EVENT QUESTIONS? CONTACT:
Jennifer Benson
VP, Conferences
(916) 438-4416
jbenson@westernbankers.com
Sponsorship Information
If you are interested or would like more information, please contact:
Rosemary Mignano
Senior Manager, Strategic Partners
(916) 438-4435 or rmignano@westernbankers.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
- 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