Annual Directors Conference
Wednesday, November 7
|11:00 AM – 6:00 PM||Registration Open|
|11:00 AM – 1:00 PM||Welcome Refreshments|
|1:00 PM – 2:30 PM||Opening Remarks & General Session:
State of the Workforce
Managing Director, RSJ/Swenson LLC
|2:30 PM – 3:00 PM||Dessert Break|
|3:00 PM – 4:30 PM||Peer Exchange Sessions|
|4:30 PM – 6:00 PM||Welcome Reception & Entertainment|
|8:00 PM – 10:00 PM||S’mores & Cocktails Around The Fire Pit|
|Thursday, November 8|
|7:30 AM – 6:30 PM||Registration Open|
|7:30 AM – 5:00 PM||Marketplace Open|
|7:30 AM – 8:15 AM||Breakfast Showcase
The Power of Holistic Financial Capability
Strategic Partnerships, Financial Education, Everfi
Account Executive, Financial Education | Conduct and Culture, Everfi
|8:30 AM – 9:30 AM|
|9:40 AM – 10:40 AM||Learning Sessions
Recruiting Quality Director Talent
CECL: What Bankers Need to Know and What They Can Expect
Chris Loftus, CFA
VP – Solutions Consulting, SS&C Primatics
|10:40 AM – 11:00 AM||Refreshment Break|
|11:00 AM – 12:00 PM||Learning Sessions
Priorities Under the Trump Administration — What Now?
Principal, Aldrich & Bonnefin, PLC
Effective Business Strategies for Bank Directors
President & CEO, BTI Growth Advisors, Inc
|12:00 PM – 1:15 PM||Lunch|
|1:15 PM – 2:30 PM||Peer Exchange Sessions|
|2:30 PM – 2:50 PM||Dessert Break|
|2:50 PM – 3:50 PM||Learning Sessions
The Time Has Come for Action: Don’t Let Rising Rates Dictate Your Bank Management Strategy
Managing Director, Darling Consulting Group
Keeping Score: How to Develop, Implement, and Monitor an Effective Board Evaluation Program
Executive Partner, Holland & Knight
Partner, Holland & Knight
|4:00 PM – 5:00 PM||General Session
Are You Prepared for the Next Recession?
EVP & Chief Risk Officer, Zions Bancorporation
|5:00 PM – 6:30 PM||Reception, Entertainment, & Whiskey Tasting|
|Friday, November 9|
|7:00 AM – 11:45 AM||Registration Open|
|7:00 AM – 9:30 AM||Marketplace Open|
|7:00 AM – 8:00 AM||Networking Breakfast|
|8:00 AM – 9:00 AM||Learning Sessions
Recent Trends and Developments in Executive Compensation
Partner, Luse Gorman, PC
Is Your Bank at Risk from #METOO?
CEO, EW Business Partners
|9:00 AM – 9:30 AM||Refreshment Break|
|9:30 AM – 10:30 AM||General Session
Driving Strategic Value From ERM – From the Boardroom to the Teller Line
Director, Business Risk Services, CliftonLarsonAllen
|10:30 AM – 11:45 AM||Closing Remarks & Closing Keynote Speaker
Water the Bamboo: Unleashing the Potential of Teams and Individuals
Thought Leader, Business Consultant, & Author
JMA Speakers & Entertainment
|11:45 AM||Boxed Lunches To Go|
More than just a motivational speaker, Greg Bell is a thought leader, author, and business consultant. His words have inspired a host of organizations, including Fortune 500 companies and athletic teams. With energizing delivery and engaging storytelling, Greg masterfully blends insight and encouragement with reality, making him the consistently top-rated keynote speaker at major conferences. A Certified Speaking Professional, Greg influences thousands of individuals and entrepreneurs each year with his innate ability to connect personally with audience members.
Eric Swenson is a workforce strategist, speaker, and author. He is acknowledged as a leading expert on management and leadership. His firm works with businesses throughout North America to outsource human resources, develop leaders, and improve employee engagement. He is the author of two books: Managing People in the 21st Century and The Five A’s of Great Employees. A sought-after speaker, he frequently speaks to organizations and conferences on topics ranging from leadership and management to workforce trends and issues.
Ed Schreiber is Chief Risk Officer/Executive Vice President with Zions Bancorporation in Salt Lake City, Utah.
Bill is a Director with CliftonLarsonAllen’s Business Risk Services group and has 30 years of experience serving primarily the financial services, health care, and non-profit industries, both in the private sector and in an advisory capacity. In the private sector, Bill has served as a Chief Risk Officer, Chief Ethics Officer, General Auditor, board member, board chair, and governance committee chair. Bill’s advisory experience extends to all aspects of an organization’s corporate governance, including: board operations and effectiveness, enterprise risk management (ERM),
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.
Chris Loftus is the head of Product Management at SS&C Primatics. He has over 15 years of consulting and financial services industry experience, with an emphasis on reporting and analytics. Chris has spent the last several years designing integrated risk and finance software for financial institutions. Chris has a bachelor’s degree in Economics from James Madison University, a Master of Business Administration from Georgetown University, and is a CFA charterholder.
Mr. Aldrich is a principal of the law firm of Aldrich & Bonnefin, PLC, specializing in financial institution regulatory issues and corporate and securities matters. Mr. Aldrich actively advises California financial institutions, including both commercial banks and credit unions, their boards of directors and audit committees. Mr. Aldrich manages the firm’s Corporate Practice Group which includes commercial lending, employment law and corporate securities.
Ray Adler is nationally recognized as one of the foremost authorities on bank sales cultures, consultative / trusted advisor selling and guiding banks to evolve and become more agile and innovative. As President & CEO of BTI Growth Advisors, Ray and his firm are celebrating a 19-year track record of producing tangible improvements in performance and sales results for high performing community, business and regional banks across the country.
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.
Shawn M. Turner is a partner in Holland & Knight’s Denver office, member of the firm’s Financial Services Practice Group and executive partner for the firm’s Denver office. He has a particular emphasis on M&A, corporate finance and general business transactions.
Jeffrey Haas, a partner at Holland & Knight’s, has an extensive transactional business practice, in which he advises clients on public and private financings and securities issuances, mergers and acquisitions, and sophisticated bank regulatory issues before federal and state regulatory agencies. He represents financial services companies, including banks, savings institutions, and mortgage and specialty finance companies as well as private equity and hedge funds.
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.
Jeff Cardone represents financial institutions in various corporate, regulatory, executive compensation and securities matters. He also represents financial institutions and other corporations in transactional matters, including in mergers and acquisitions, purchase and assumption transactions, branch sales, mutual-to-stock conversions, mutual holding company formations, public offerings and private placements, and ESOP transactions. Mr. Cardone also assists financial institutions with federal and state bank regulatory compliance matters.
Sandra Dickerson is a member of the California and American Bar Associations and CEO of EW Business Partners and Your People Professionals. She is a previous speaker at WIB events on compensation and HR topics. Sandra has over 30 years of experience managing the human resource services for clients, ensuring compliance with applicable regulations and adherence to best practices. Areas of expertise include: board compensation and governance studies; total compensation system evaluation; human resources management and best practices; and workplace investigations.
Oversees all strategic industry relationships for EVERFI, including the WBA.
Creates and maintains new partnerships with financial institutions on behalf of EVERFI.
In this inspiring session, listen as a metaphor transforms into helping teams and individuals refocus on their core values and mission to achieve long-term success. In support of phenominal growth, learn how to generate desired results, build a network of supporters, create unshakeable motivation, and learn effective strategies to stay focused on your “bamboo” to create breakthrough results.
Develop the tools necessary to make sure your bank is well-equipped to deal with the latest workplace trends and channel them into practical solutions for hiring, retaining, and developing talent. Review big picture workforce issues, leadership techniques that allow high-potential employees to flourish, best practices used by high-performing banks, and identify proven approaches to leveraging your culture while dramatically improving the employee experience.
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. Uncover ways to prepare for the next downturn with a specific focus on credit risk. Can you be a positive outlier through the next cycle?
Can Enterprise Risk Management capability help banks navigate and thrive in an environment of rapid change, evolving regulatory expectations, and disruptive innovation? Explore practical aspects and applications of ERM that can help turn theory into practice: to drive value for the bank’s board, leadership, strategy, and operational performance. Before the conference, attendees will be given the opportunity to participate in Board VitalSigns, a personalized risk assessment diagnostic.
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 board to be actively engaged in the conversation. Discover ways in which cybersecurity is reshaping board governance and engagement, and identify practical strategies to be more effective in mitigating cyber risks. Understand the critical questions boards must ask senior management about cybersecurity and learn effective strategies for mitigating cyber risk.
What does the unique profile of a bank’s next director look like, and how can organizations recruit candidates to join the board? In this session, 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.
Intentionally designed to be sensitive to changes in forecasted conditions, CECL will lead to more quarter-to-quarter volatility relative to current U.S. GAAP. Join industry experts to discuss what bank directors need to know now and what they can expect, including critical questions to pose to senior management.
The financial industry is in the middle of rapid changes in regulatory direction. Moreover, the current administration has an opportunity to change regulatory agency leadership and focus. Pending litigation could bring further dramatic changes. In this session, review new leadership at banking agencies, explore the repeal of regulations under the Congressional Review Act, evaluate regulatory relief legislation, and examine proposed regulations and guidance.
Experience a holistic view of the conventional and unconventional ways directors can make meaningful contributions to their bank’s business development efforts. Discuss current trends in sales and selling, and come away with simple, actionable strategies to help your bank grow loan and deposit portfolios.
Time and expertise are the biggest deterrents for banks for bringing asset liability management to the forefront of discussions, but what’s good for the bank across the street may not be the right fit for yours. Uncover what the industry has learned from previous rate cycles and what strategies to consider and avoid this time around. Gain insight into developing a well-informed and focused ALCO to balance earning needs with the challenges of the new rate cycle.
The increased expectations of proxy advisory firms, shareholders, and community stakeholders — as well as heightened regulatory scrutiny — are forcing directors to critically analyze their composition and performance. Review recent trends in these areas, and establish a framework for developing, implementing, and monitoring an effective board evaluation program.
Review recent trends and developments in executive compensation and the resulting impact on boards of directors and compensation committees. Develop scrutiny preparedness, and arm yourself with the education necessary to understand the effects of new case law and the recent tax reform legislation on the compensation practices of community banks.
Is the #METOO movement a wake-up call for your bank? What is the board’s role and responsibility for ensuring HR and the bank are going beyond training to address the underlying core organizational issues that may contribute to this perpetual issue? Join us for a discussion about ways to be more effective in this area and minimize the significant risks for directors, management, and the bank.
|Pricing For||Through 10/7||After 10/7|
Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by October 24, 2018. No refund if cancellations are received after October 24, 2018. Substitutions welcomed.
Montage Deer Valley
9100 Marsac Ave
Park City, UT
Direct: (435) 604-1300
Please contact Jennifer Benson at (916) 438-4416 or email@example.com for assistance with discounted room reservations.
Rooms are limited, please make your reservations by October 7, 2018. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates.
If you are interested or would like more information, please contact:
Senior Manager of Sponsor, Exhibitor & Affiliate Member Development
(916) 438-4435 or firstname.lastname@example.org
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