2021 Annual Conference Handouts
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Handouts

*All times listed below are in local time.

**Agenda subject to change.

Saturday, September 11, 2021
8:00 AM – 3:30 PM Registration Open                                                          
8:00 AM – 3:00 PM Marketplace Open
8:00 AM – 9:00 AM Breakfast

(Sponsored by nCino)
8:00 AM – 9:00 AM One-on-One Meetings with Regulators 
(By Appointment Only)
9:00 AM – 10:15 AM Welcome & Opening General Session

Economy: Where Do We Go From Here?

Andrew Busch
Economist; Former CMIO, U.S. Government; Author

(Sponsored by Q2)
10:15 AM – 10:45 AM Refreshment Break

(Sponsored by Graduate School of Banking)
10:45 AM – 11:45 AM Learning Sessions
  Learning Session #1

The Next Digital Frontier:
The Business Bank of the Future


Ryan Canin
CEO
DocFox
  Learning Session #2

Value Creation For Privately and Closely Held Community
Banks: A Discussion On M&A and Capital Raising


John W. Thompson
Managing Director
The Financial Institutions Group
PNC Capital Markets LLC

Andrew Underwood

Managing Director
PNC Capital Markets LLC
11:45 AM – 1:00 PM Lunch

(Sponsored by Dorsey & Whitney LLP)
1:00 PM – 2:00 PM Optional Activity- Lei Making Class
(Included in Guest Fee)
1:00 PM – 2:00 PM Learning Sessions
  Learning Session #1

Cryptocurrencies & Decentralized Finance –
Threat or Opportunity


Larry Pruss
SVP – Project Management
Strategic Resource Management
  Learning Session #2

Using the SBA 504 Program to Increase Income
While Helping Existing Bank Relationships


Ken Rosenthal

Sr. Advisor
CDC Small Business Finance / CDC Capital Markets
  Learning Session #3

Capital Planning: Preparing for Volatility

Gary Svec
Managing Director, Investment Banking Group
Performance Trust Capital Partners, LLC
1:30 PM – 2:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
2:00 PM – 2:30 PM Afternoon Refreshment Break

(Sponsored by Berkely FinSecure)
2:30 PM – 3:30 PM General Session

Economic Update

Chris Thornberg

Founding Partner
Beacon Economics

(Sponsored & Introduced by DA Davidson)
3:30 PM – 3:45 PM Break
3:45 PM – 4:45 PM Learning Sessions
  Learning Session #1

Key Cybersecurity Trends in Banking 2021 and Beyond

Mike McWilliams
Chief Revenue Officer

ReliableIT

William Hoffman

vCISO
ReliableIT
  Learning Session #2

Public Sector Financing Strategy – Investing in America

Lance Holman
President & CEO
Holman Capital Corporation
  Learning Session #3

A Long View of Banking – the Last 40 Years

Joseph Lynyak
Partner
Dorsey & Whitney LLP

George Leis
President & Chief Operating Officer
Montecito Bank & Trust
  Evening Open for Vendor Dinners
Sunday, September 12, 2021
7:00 AM – 3:30 PM Registration Open                                                          
7:30 AM – 3:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

The Current State of the Banking Industry
as Seen Through the Lens of the Market

Chris McGratty

Head of U.S. Bank Research
Keefe, Bruyette & Woods

James Beckwith
President and Chief Executive Officer
Five Star Bank
9:30 AM – 10:00 AM Refreshment Break
9:30 AM – 10:30 AM One-on-One Meetings with Regulators 
(By Appointment Only)
10:00 AM – 11:00 AM Learning Sessions
  Learning Session #1

Creating a Digital Experience for
Your Employees and Commercial Customers

Elizabeth Mulflur

VP of Sales and Client Success Manager
Baker Hill
  Learning Session #2

COVID Relief Programs:
When and How Will Banks’ Obligations End?


Michael Flynn

Of Counsel
Buchalter
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM Learning Sessions
  Learning Session #1

Integration to the CORE

Eric Devine

President
Vitex

Nick Perfido
Executive Vice President
Vitex
  Learning Session #2

The Keys to an Effective ALCO Process

Mark Haberland

Managing Director
Darling Consulting Group
  Learning Session #3

Demise of LIBOR:
Where We Are and Where We Are Going

Joel Cook

Attorney, Partner and Practice Group Manager
(Corporate and Commercial Lending)
Aldrich & Bonnefin, PLC
12:15 PM – 1:30 PM Lunch
12:30 PM – 1:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
1:30 PM – 2:30 PM General Session

Confessions of a Cannabis Banker &
Strategic Considerations for Banking Cannabis


Robert Baron
Chief Experience Officer
StandardC
2:30 PM – 2:45 PM Afternoon Break
2:45 PM – 3:45 PM Peer Exchange Sessions (Bankers & Directors Only)
3:00 PM – 5:00 PM Mid-Sized Bank Council Meeting
3:00 PM – 5:00 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Monday, September 13, 2021
7:00 AM – 4:00 PM Registration Open                                                          
7:30 AM – 1:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

Regulatory Panel

Moderator:
Mike Cohn
Principal
Wolf & Company, P.C.


Panelists:
Kathy Moe
Regional Director
Federal Deposit Insurance Corporation

Amy Klein
Associate Deputy Comptroller – Western District Office
Office of the Comptroller of the Currency
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Learning Sessions
  Learning Session #1

Going Public Without An IPO
Should We Consider an Uplift to Nasdaq?

Panel:
David Gershon
Partner
Sheppard Mullin Richter & Hampton


Steve Shelton
President & CEO
California Bank of Commerce


Jeff Wishner
Managing Director
Keefe, Bruyette & Woods
  Learning Session #2

5 Ways Top Banks Are Seizing Opportunities
in the Current Environment


Steve Kinner
Senior Managing Director
IntraFi Network
  Learning Session #3

Pandemic Impact on Safety & Soundness Standards

Erica Crain
Manager
CliftonLarsonAllen

Mackenzie Rooney

Manager
CliftonLarsonAllen
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM General Session

Legislative Update

Kevin Gould
Senior Vice President, Director of Government Relations
California Bankers Association

Melanie Cuevas
Vice President of Government Relations​
California Bankers Association

James Edwards, Jr.
ABA Chairman
CEO
United Bank (Griffin, GA)
12:15 PM – 1:30 PM Lunch & Exhibitor Prize Drawings in Marketplace
1:30 PM Exhibitor Tear Down
1:30 PM – 2:30 PM General Session

Diversity, Equity, & Inclusion

Dee McDougal

Global Head of Diversity, Equity & Inclusion
CAPCO

Judi Giem
SVP & Chief Human Resources Officer
Tri Counties Bank

Naomi Mercer
Senior Vice President, Diversity, Equity, & Inclusion
American Bankers Association
2:30 PM – 2:45 PM Break
2:45 PM – 3:45 PM Closing General Session

Overcoming Adversity: Prevailing Through Challenges!

Col. Greg Gadson, USA (Ret.)

Decorated Army Commander
3:45 PM – 5:00 PM Leisure Time
5:00 PM – 8:00 PM Farewell Reception & Dinner