Annual Conference & Directors Forum

Overview

2020 Annual Conference & Directors Forum
Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch • Scottsdale, AZ
February 29 - March 4, 2020

“Facing the Future Together”

An 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 Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch. With more than 500 attendees in 2019 this conference is one you will not want to miss.

Register Online!

Hotel

Hotel & Travel

Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch
7500 E. Doubletree Ranch Road
Scottsdale, Arizona, 85258
1 (800) 233-1234
Check-In Time: 4:00 PM | Check-Out Time: 12:00 PM

You can either reserve your room online here or by calling Hyatt at 1 (800) 233-1234 to reserve your room today. 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 $399/night single or double occupancy, plus taxes and fees. An earlier departure or later stay may be subject to an increased room rate.
Please book your room before the hotel room rate expires on Friday, January 24, 2020.

Set amidst flowering cactus and framed against the majestic McDowell Mountains lies a resort of stunning beauty, Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch. From your private balcony or patio, look out to breathtaking sunsets or magnificent golf course views.

Rates: The WBA negotiated room rate starts at $399/night single or double occupancy, plus taxes and fees. All rates are based on Single/Double occupancy and are exclusive of tax, which is currently at 13.92%. 

Parking:

Self Parking 0-4 hours $8
  4-8 hours $14
  Over 8 hours $21
Valet Parking 0-4 hours $10
  4-8 hours $16
  Over 8 hours $33

Resort Fee: The $40 resort fee per room, per night, plus tax has been waived by the hotel. Enjoy exclusive benefits at our hotel, including self-parking, poolside activities, bicycle rentals, and more.

Transportation: Hyatt Regency Scottsdale Resort and Spa is located only 18 miles from Sky Harbor International Airport. Please contact the hotel to arrange your transportation to the hotel with either a private car or the Super Shuttle. If you choose to drive, the hotel offers both valet and self-parking options.

Agenda

Agenda

Friday, February 28, 2020
10:30 AM – 12:00 PM WBA Executive Committee Meeting (Invite Only)
1:15 PM – 2:45 PM WBA Board of Directors Meeting (Invite Only)
3:00 PM – 5:00 PM Registration Open
3:30 PM – 5:00 PM Banker Benefits Board Meeting (Invite Only)
5:30 PM – 8:00 PM Board Reception & Dinner (Invite Only)
Saturday, February 29, 2020
7:00 AM – 3:00 PM Registration Open
(*Must pickup baseball game ticket prior to 1:00 PM)
7:00 AM – 1:00 PM Golf Tournament
 - Continental Breakfast: 7:00 AM 
 - Shotgun Start: 8:00 AM
9:00 AM – 2:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)                  
1:00 PM – 5:00 PM Spring Training Baseball Game at Salt River Field:
Los Angeles Dodgers vs. Colorado Rockies
(*Transportation on own)
(**Please pick up your tickets at the registration desk
before leaving for the game)
Sunday, March 1, 2020
8:00 AM – 3:30 PM Registration Open                                                          
8:00 AM – 9:00 AM One-on-One Meetings with Regulators 
(By Appointment Only)
9:00 AM – 10:30 AM Welcome & Opening General Session

It’s Your Ship

Mark Abrashoff
Naval Commander
Leadership & Teamwork Expert
10:30 AM – 1:15 PM Marketplace Open
10:30 AM – 11:00 AM Refreshment Break
11:00 AM – 12:00 PM Learning Sessions

Learning Session #1

Capital Planning:
Much More Than an Adequacy Exercise


Gary Svec, CPA
Managing Director
Performance Trust Capital Partners, LLC


Learning Session #2

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 #3

A Great Place to Work: At the Intersection of
Communication, Culture, Leadership, and Talent


Eric Swenson
Managing Director
RSJ/Swenson LLC
11:30 AM – 1:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)
12:00 PM – 1:15 PM Lunch
1:15 PM – 2:30 PM General Session

Economic Update

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara
2:00 PM – 2:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
2:30 PM – 3:45 PM Peer Exchange Session – Bankers & Directors Only
4:00 PM – 5:30 PM Welcome Reception
Monday, March 2, 2020
7:00 AM – 3:30 PM Registration Open                                                          
7:30 AM – 3:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast in Marketplace
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)

Tracy Basinger
Executive Vice President & Head of
Financial Institution Supervision and Credit (FISC)
Federal Reserve Bank of San Francisco (FRBSF)
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Learning Sessions

Learning Session #1

Scenario Planning, M&A, & Strategic Options:
The New Defensive Playbook


Speaker TBD

Learning Session #2

Upside Down Thinking on Efficiency:
Changing Priorities to Drive Results


David Furnace
Chief Executive Officer
Haberfeld Associates


Learning Session #3

TBD
10:30 AM – 3:00 PM Optional Activity: A Taste of Old Town Scottsdale
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
12:15 PM – 1:30 PM Lunch
1:30 PM – 2:30 PM Learning Sessions

Learning Session #1

Incident Response Panel

- Sean Hoar, Partner & Chair,
      Lewis Brisbois Bisgaard & Smith LLP
- Peter Marchel, Esq., Marchel & Associates Risk Consulting
- Casey Boggs, President, ReputationUs


Learning Session #2 & #3

TBD
2:30 PM – 3:30 PM Dedicated Marketplace Time
3:15 PM – 4:30 PM Midsized Bank Council Meeting
3:15 PM – 4:30 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Tuesday, March 3, 2020
7:00 AM – 4:00 PM Registration Open                                                          
7:00 AM – 8:30 AM AMAC Meeting (Invite Only)
7:30 AM – 1:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

A Washington Perspective

Rob Nichols (invited)
President & CEO
American Bankers Association
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Peer Exchange Sessions – Bankers & Directors Only
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
12:15 PM – 1:30 PM Lunch & Exhibitor Prize Drawings in Marketplace
1:00 PM – 3:30 PM Guest Activity: Art of Merlot & Wine Painting
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
4:00 PM – 5:00 PM Leisure Time
5:00 PM – 8:00 PM Farewell Reception & Dinner
Wednesday, March 4, 2020
10:00 AM – 3:00 PM Optional Activity: Salt River Float Trip    
Speakers

Mark Abrashoff
Naval Commander
Leadership & Teamwork Expert

Mike Abrashoff is at the center of one of the most remarkable modern day stories of organizational transformation.  

At 36, he was selected to be Commander of USS Benfold and was the most junior commanding officer in the Pacific fleet. The challenges of this underachieving destroyer were staggering, with low morale and the highest turnover rate in the Navy.

Speakers

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara

Dr. Peter Rupert is the professor of economics at the University of California, Santa Barbara, and executive director of the UCSB Economic Forecast Project, a research unit providing economic data, analysis, and forecasts to the community. Dr. Rupert came to Santa Barbara from the Federal Reserve Bank of Cleveland, where he had been a senior economic adviser for 13 years.

Speakers

Rob Nichols (invited)
President & CEO
American Bankers Association

Rob Nichols is the president and CEO of the American Bankers Association, which represents banks of all sizes and charters and is the voice for the nation’s $18 trillion banking industry. Rob joined ABA in August 2015 following ten years at the helm of the Financial Services Forum, a non-partisan financial and economic policy organization.

Speakers

Lee Wetherington
Director of Strategic Insight
Jack Henry & Associates, Inc.

Lee Wetherington, AAP, is director of strategic insight for Jack Henry & Associates, Inc. where he directs the development of actionable insight and strategy for the financial services industry at large. To this end, he creates programs, presentations, and articles designed to orient and educate financial executives on the trends and implications of new technologies.

Speakers

John O’Leary
Inspirational Speaker & Author

In this inspiring keynote, John O’ Leary shares his story of survival after having 100% of his body burned in a household fire. Given less than one percent chance of survival, John is proof of the power of the human spirit. Experience John’s gift of combining emotional storytelling with unexpected humor, as he reminds audiences of the significance of daily attitudes, the power of gratitude, and the impact of serving others with courage.

Speakers

Kathy Moe
Regional Director
Federal Deposit Insurance Corporation (FDIC)

Kathy Moe serves as the regional director for the San Francisco region of the FDIC. Kathy is a 32-year veteran with the FDIC where she has launched several special projects and led the region in strengthening and preserving minority depository institutions. The region she serves supervises some of the largest and most complex financial institutions in the country.

Speakers

Kay Kowitt
Deputy Comptroller Western District
Office of the Comptroller of the Currency (OCC)

Kay Kowitt is the deputy comptroller for the Western District of the Office of the Comptroller of the Currency. Prior to this position, Kay worked in Washington, D.C., serving as the senior advisor to the senior deputy comptroller for mid-size/ community bank supervision. She has been with the OCC for 39 years and has also served as a field manager and problem bank analyst.

Speakers

Tracy Basinger
Executive Vice President & Head of Financial Institution Supervision and Credit (FISC)
Federal Reserve Bank of San Francisco (FRBSF)

Tracy Basinger is executive vice president and head of Financial Institution Supervision and Credit (FISC) at the Federal Reserve Bank of San Francisco. Tracy oversees the bank supervision and regulation function for bank holding companies, state member banks, and foreign banking organizations throughout the Twelfth Federal Reserve District.

Speakers

Chris Cook
Chief Compliance Officer & Co-Founder
StandardC

Chris Cook is the chief compliance officer and co-founder of StandardC. Chris has over 25 years of banking experience. Chris has more than 25 years of banking experience and more than 30 years of diversified experience, including Big 4 accounting, executive management, finance, SEC reporting, and more. She is also a CPA and currently a partner with FLG Partners, providing CFO services.

Speakers

Richard Laiderman
Co-Founder & Board Chair
StandardC

Richard Laiderman is the executive chair and co-founder of StandardC. Richard served as the head of global treasury at Visa Inc., where he served from the IPO until 2015. During his 13 years at Bank of America, Richard served as executive vice president of Corporate Treasury and currently serves as a director for Toyota Financial Savings Bank.

Speakers

Erin Gore
CEO & Founder
Garden Society

Erin Gore is CEO and founder of Garden Society, a Californiabased licensed cannabis focused benefit corporation. Garden Society was born out of her desire to achieve alternative healing after experiencing sports injuries. Prior the Garden Society, Erin gained a solid foundation in leadership, development, and achieving exceptional financial results with the time she served at Henkel Corporation managing million dollar global adhesive business.

Speakers

Teveia Barnes
Former Commissioner of the California Department of Business Oversight

Teveia Barnes has over 40 years of experience in financial, legal and regulatory services, fostering the growth of banks, financial institutions, small businesses, governmental entities and nonprofit organizations across California. Prior to her current role, she served as Executive Director at the California Infrastructure and Economic Development Bank, where she successfully led the economic growth and financial stability of businesses.

Speakers

George Leis
President
Montecito Bank & Trust

George joined Montecito Bank & Trust in July, 2016, after over 33 years in the financial services industry. Beginning his banking career with Security Pacific National Bank in Retail and Commercial Banking, George has held various positions at both multi-national and regional financial institutions.

Speakers

Dan O’Malley
Founder & CEO
Numerated

Dan is the CEO of Numerated Growth Technologies, Inc., the first company to be spun out of Eastern Bank’s financial technology incubator, Eastern Labs. Prior to Numerated, Dan was the head of Eastern Labs and the Chief Digital Officer of Eastern Bank, the largest and oldest mutually owned bank in the U.S. 

Speakers

Eric Swenson
Managing Director
RSJ/Swenson LLC

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.

Speakers

Sean Hoar
Partner & Chair
Lewis Brisbois Bisgaard & Smith LLP

Sean Hoar is a partner in the Portland office of Lewis Brisbois and chair of the Data Privacy & Cybersecurity Practice. Sean Hoar, CISSP, GISP, CIPP/US, has extensive experience managing responses to digital crises and effectively marshalling resources to contain and remediate information security incidents.

Speakers

Peter Marchel, Esq.
Marchel & Associates Risk Consulting

Peter Marchel has 24 years of experience in developing Executive Liability (D&O), Employment Liability (EPL) and Errors and Omissions (E&O) programs for clients in all types of industries. With experience both as a broker and in-house counsel and General Counsel for insurance companies and insurance brokerages, Peter brings a unique and valuable perspective to his clients.

Speakers

Casey Boggs
President
ReputationUs

Casey is ReputationUs’s founder and president. Before forming ReputationUs, Casey was president of LT Public Relations, directing the strategic communications efforts for corporations, financial institutions and public sector clients. Prior to LTPR, Boggs served as public relations director at AIG, leading the public relations efforts of six affiliated companies.

Speakers

David Catalano
SVP, Business Development Manager
Baker Hill

For more than 20 years, David has worked at the senior executive level in both small private and large public companies. David has over a decade of experience in commercial lending across multiple industries and has significant experience building and growing conventional, commercial loan portfolios in the community banking space.

Speakers

Brian Heim
Principal Member
IRR-analytics, LLC

Brian is the principal member and founder of IRR-analytics, LLC and has been serving clients since 2014. Prior to starting IRR-analytics, Brian was a bank CFO with experience in many functions of a full-service financial institution, including treasury, investment portfolio management, loan and deposit operations, product development, pricing, mortgage operations, special assets, compliance, accounting, IT, HR, and marketing.

Speakers

Kathy Baron
Vice President
Pearl Meyer

Kathy Acierno Baron is a vice president with Pearl Meyer, where she specializes in talent management issues, including executive leadership development, succession management, and coaching. 

Speakers

Greg Swanson
Managing Director
Pearl Meyer

Greg Swanson is a managing director with Pearl Meyer’s Los Angeles office and a member of the firm’s national banking practice. He has more than 20 years’ experience consulting with public and private companies on all aspects of executive and board compensation, including governance, education, compliance, communication, philosophy, design, implementation, monitoring, modeling, benchmarking, succession planning, employment agreements, and more.

Sessions

It’s Your Ship

Organizations—whether a corporation, salesforce or association of any size—perform at their best when people feel safe and confident about their ability to navigate troubled times. In Navy terms, combat readiness is a matter of life and death—every crewmember’s contribution matters. Mike Abrashoff tells the inspiring story of how the USS Benfold was transformed into the best ship in the Navy by empowering the crew to take ownership and improve every aspect of the way things were done.

Sessions

Banking Cannabis with Eyes Wide Open (Panel)

Banking cannabis-related businesses presents unique risks and opportunities. How can banks look at this market with eyes wide open? In this session, we will discuss the unique market dynamics and considerations for officers and directors in banking this high-risk business. Cannabis-related businesses are part of your community’s ecosystem; what is your role in creating the safest environment for your community?

Sessions

On Fire: Choices to Ignite a Radically Inspired Life

In this inspiring keynote, John O’ Leary shares his story of survival after having 100% of his body burned in a household fire. Given less than one percent chance of survival, John is proof of the power of the human spirit. Experience John’s gift of combining emotional storytelling with unexpected humor, as he reminds audiences of the significance of daily attitudes, the power of gratitude, and the impact of serving others with courage. He reawakens audiences to realize the gift of today and the possibility of tomorrow and how to tie this into your organization’s succession plan.

Sessions

Capital Planning: Much More Than an Adequacy Exercise

When many financial institutions think of capital planning, it often involves an “adequacy” exercise: do I have enough capital for growth, an acquisition, or for a downturn? Capital planning today needs to be much more robust. In this session, learn to be proactive with future capital needs, assess the impact of various forms of available capital, and learn ways to deploy methodologies that benefit current shareholders while solving many issues facing public, quasi-public, and private banks.

Sessions

Technology’s Role in Growing the Community Bank of the Future

Community banks are playing catch-up on technology debt amidst unprecedented levels of competition and changing consumer preferences. In this discussion, learn why community banks are prioritizing technology that enables them to attract and grow relationships in the digital age.

Sessions

A Great Place to Work: At the Intersection of Communication, Culture, Leadership, and Talent

Why should a great employee work for you? Or stay with you? Attracting and retaining people is as big a CEO concern as the risk of recession. Be honest: do your employees look at their work as just a job or a great place to be? With so much competition for talent, “good enough” isn’t enough anymore. In this presentation, you’ll learn being a great place to work isn’t about overpaying talent or providing free sushi lunches;

Sessions

Scenario Planning, M&A, & Strategic Options: The New Defensive Playbook

Community banking has changed dramatically in the last 10 years: yields are down, deposits are scarce, and economic headwinds are erratic. All too often, the largest banks are setting the paths that smaller banks must follow. Traditional operating methods that worked in the past can no longer make a difference in turning the situation around. The only true option that works is

Sessions

Upside Down Thinking on Efficiency: Changing Priorities to Drive Results

Bank executives spend considerable time thinking about strategies to improve efficiency in order to improve overall profitability; this often includes a focus on expense reductions. Once a bank can no longer materially improve its efficiency ratio by further reducing costs, what’s next? In this discussion, explore specific strategies to improve ROA and ROE, understand methods to increase core customer acquisition significantly, and utilize data to understand the impact of customers on overall profitability.

Sessions

Incident Response Panel

Combating cyber incidents and protecting a bank’s data and reputation has promptly become the industry’s top priority. The FBI has reported more than 4,000 cyber incidents occur on average each day. These incidents – breach, ransomware, data privacy, etc. – can immediately disrupt operations and affect your bank’s bottom line. During this panel discussion, hear the latest news on cyber threats, combative measures, and specific bank consultation on incident response preparedness, including areas such as cybersecurity insurance policy review best practices, state-by-state notification obligation analysis, reputation vulnerabilities, and much more.

Sessions

The Battle for Deposits: Firepower Through Data and Digital

Banks that grow core deposits will be forced to borrow at higher rates, a move that increases costs and drives down profitability. Growing core deposits increases client retention while reducing the overall cost of funds. In this session, learn the eight principles for data-driven deposit growth and explore marketing repricing risk issues and how to mitigate them. Discuss normative benchmarking and how this methodology exposes opportunities within your customer database.

Sessions

Streamlined ALCO: Best Practices for Allocating Time & Resources

ALCO meetings are often spent looking backward at policy compliance and other monitoring responsibilities with limited time allocated to forward-looking strategic discussion and planning. Learn how ALCO meetings can be structured to quickly and effectively monitor historical performance, and how high-performing ALCOs spend their time. Re-organizing ALCO meetings can result in a direct savings of time and resources and, most importantly, help drive improved performance.

Sessions

Planning for Succession: Creating a Robust Pipeline for Organizational Success

Banks, as well as other industries, face a tight labor market driven by economic growth, baby-boomer retirements, and a decreasing supply of entry-level talent. If banks want to win this war for talent, the best way to do so is to look within. In this session, learn how succession planning and talent management can become your strategic, competitive advantage. Explore how to think about leadership bench strength and talent development from a strategic perspective, ensuring a diverse talent pipeline that will be ready when vacancies occur.

Pricing

Pricing

Pricing For

Through 2/7/2020 After 2/7/2020
WBA Bank Member $1,195 $1,395
WBA Season Pass Holder $1,195 $1,195
Bank Non-Member $1,995 $1,995
WBA Associate Member $5,000 $5,000
Guest Registration   
Guest Registration  $600
Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Friday, February 14, 2020. No refund if cancellations are received after Friday, February 14, 2020.

CPE Credits

CPE Credits

The 2020 Annual Conference & Directors Forum have been approved for 12.5 CPE credits.

Golf

Golf

This year’s golf tournament will be held at the beautiful Gainey Ranch Golf Club. An award-winning 27-hole private golf club, offers unparalleled golf on three distinctive, championship nine-hole courses: The Lakes, The Dunes and The Arroyo. Nestled in the heart of paradise, Gainey Ranch was once a historic Arabian horse ranch owned by Daniel C. Gainey. With panoramic views of the McDowell Mountains, the allure of the Sonora Desert and breathtaking blue skies, Gainey Ranch is more than just a golf club – it’s a home away from home.

Your round of golf includes a continental breakfast, boxed lunch, and (2) drink tickets. A shared golf cart is also included.

Saturday, February 29, 2020
7:00 AM – 8:00 AM: Continental Breakfast
8:00 AM: Shotgun Start

Cost
$299/person

(Sign up for golf today by either registering for the conference below and adding the “golf tournament” to your registration or by filling out the registration form and checking the box for “golf tournament.”)

Register Online!

*Please reserve your golf club rentals through the pro shop by calling directly (480) 951-0022

**All players must comply with the club dress code which states a collard shirt must be worn, shorts must be at least mid thigh in length and no denim is permitted. Traditional style golf shoes with soft spikes or flat-soled tennis shoes may be worn.

 

 

Sponsorship Information

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
  • 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