Annual Conference

Hotel

Hotel & Travel

Grand Hyatt Kauai Resort & Spa
1571 Poipu Rd
Koloa, HI 96756
(808) 742-1234
Check-In Time: 4:00 PM | Check-Out Time: 11:00 AM

Hotel accommodations can be made by clicking here or by calling the Grand Hyatt Kauai Resort & Spa at (808) 742-1234. Please mention the Western Bankers (WB) to receive the special group rate. The group rate is starting at $439/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date is Wednesday, March 23, 2022. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Guest Room Rates:
Standard View:             $439/night
Pool View:                      $479/night
Partial Ocean View:    $509/night
Deluxe Ocean View:    $539/night
Ocean Suite:                  $539/night

*All room rates are quoted exclusive of any applicable state & local taxes or applicable service fees or hotel specific fees. 
**All rates above are based on single or double occupancy.

Resort Fee: Please note the $40 resort fee has been waived by the hotel for our group. All services provided:

  • Free self-parking
  • Poipu Bay golf shuttle
  • In-room coffee maker
  • Self-service washer/dryer
  • Boarding pass printing
  • Local and toll-free calls
  • In-room safe
  • Access to Anara Spa fitness center and classes
Agenda

Agenda

*All times listed below are in local time.

**Agenda subject to change.

Thursday, April 21, 2022
12:00 PM – 3:00 PM WB Executive Committee Meeting (Invite Only)
Friday, April 22, 2022
12:00 PM – 4:00 PM WB Board of Directors & Banker Benefits Board Meeting
(Invite Only)
2:00 PM – 4:30 PM Registration Open
5:00 PM – 6:00 PM WB Board of Directors Reception (Invite Only)
6:00 PM – 8:00 PM WB Board of Directors Dinner (Invite Only)
Saturday, April 23, 2022
8:00 AM – 4:00 PM Registration Open
8:00 AM – 1:00 PM Golf Tournament
 (Poipu Bay​ Golf Course)
 - Shotgun Start: 8:00 AM
2:00 PM – 4:00 PM Exhibitor Setup
5:00 PM – 6:00 PM Welcome Reception
6:00 PM – 8:00 PM Welcome Dinner
Sunday, April 24, 2022
8:00 AM – 4:45 PM Registration Open                                                          
8:00 AM – 2:30 PM Marketplace Open
8:00 AM – 9:00 AM Breakfast
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

Securing The Future: Unmasking Cybercriminals and
the Triple Threat Facing Business and You


Theresa Payton
First Female White House CIO
Star of the former CBS TV series, “Hunted”
Leading Cybersecurity Expert
10:15 AM – 10:45 AM Refreshment Break
10:45 AM – 11:45 AM Learning Session #1

The Bankers Guide to Cryptocurrencies – An Immersive Introduction to the World of Virtual Currencies and How They Intersect With Banking

Ryan Canin

CEO
DocFox
  Learning Session #2

Independence? You Must Stay Relevant!

Philip K. Smith

Chairman and CEO
Gerrish Smith Tuck, Consultants and Attorneys
  Learning Session #3

Changing the Consumer Experience in Banking

Mike Pitts
Solution Engagement Manager

Diebold Nixdorf
11:45 AM – 1:00 PM Lunch
1:00 PM – 3:00 PM Guest Activity – Haiku Lei Making
1:00 PM – 2:00 PM Learning Session #1

Crawl, Walk, Run Toward a
Compliant Cannabis Banking Program


Tony Repanich
President & COO
Shield Compliance
  Learning Session #2

The Workout and/or Settlement Agreement -
Twenty Eight Must Have But Often Forgotten Provisions


Barry Smith
Shareholder
Buchalter
  Learning Session #3

Fair Lending & CRA

Joe Lynyak
Partner
Dorsey & Whitney LLP
1:30 PM – 2:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
2:00 PM – 2:30 PM Afternoon Refreshment Break
2:30 PM – 3:30 PM Learning Session #1

Fintech Fireside Chat:
Discussion with Two Independent Bank CEO’s


Rick Sowers
President & CEO
CalPrivate Bank

Matt Deines
CEO
First Fed Bank


Moderator:
Michael Cavallaro
Managing Partner
MJC Partners
  Learning Session #2

The Board of Director Compensation and
Committee Best Practices


Michael Blanchard
CEO
Blanchard Consulting

Matt Brei
President
Blanchard Consulting
  Learning Session #3

Liquidity, Volatility and OPPORTUNITY

Gary Svec
Managing Director, Investment Banking
Performance Trust Capital Partners
3:30 PM – 3:45 PM Break
3:45 PM – 4:45 PM 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, A Stifel Company


Moderated by:
James Beckwith
President & CEO
Five Star Bank
  Evening Open for Vendor Dinners
Monday, April 25, 2022
7:30 AM – 3:00 PM Registration Open                                                          
7:30 AM – 3:00 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

Regulatory Panel

Kathy Moe
Regional Director
FDIC

Karen Boehler
Deputy Comptroller for the Western District
OCC

Mongkha Pavlick
Group Vice President, Supervision + Credit
FRBSF


Moderator:
Stan Ivie
EVP, Chief Risk Officer
Pacific Western 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 Session #1

Managing Climate Risk –
What Governing Bodies Need to Know


Jared Kelly
Senior Manager
Wolf & Company, P.C.
  Learning Session #2

The Keys to an Effective ALCO Process

Mark Haberland
Managing Director
Darling Consulting Group
  Learning Session #3

Public Sector Financing Strategy: Investing in America

Lance Holman
President
Holman Capital Corporation
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM Learning Session #1

Is Your Bank’s Technology Getting You
Where You Need To Be?
Learn How To Gain All The Benefits From Your CORE Provider As Well As Those Ancillary Solutions


Eric Devine
President
Vitex

Nick Perfido
Executive Vice President
Vitex
  Learning Session #2

3 Keys to Stronger Financial Performance in 2022

Robert Perry
Principal
ALM First

Mike Ensweiler
Principal
ALM First
  Learning Session #3

The Growing C&I Landscape

Dave Schwarz
Senior Managing Director, Head of Loan Syndications
Alliance Partners

Sally Hazen
Managing Director (Western Region)
Alliance Partners
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

Economic Update

Todd Buchholz
Former White House Director of Economic Policy and Managing Director of Tiger Hedge Fund
2:30 PM – 3:00 PM Dedicated Marketplace Time
with Beverages
3:00 PM – 4:45 PM Directors Peer Exchange Sessions
3:00 PM – 4:45 PM Midsized Bank Council Meeting
3:00 PM – 4:45 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Tuesday, April 26, 2022
7:30 AM – 4:30 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

Bank Merger Activity in the Age of Convergence

David Sandler
Managing Director
Co-Head of Financial Services Investment Banking
Piper Sandler

Peter Buck
Managing Director
Financial Services Investment Banking
Piper Sandler
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Learning Session #1

Banks Plus Bitcoin: A Look at Essential Regulatory Considerations in Adopting Cryptocurrency Capabilities

Thomas Grundy, CRCM
Senior Director, CMS and Regulatory Consulting,
U.S. Advisory Services

Wolters Kluwer
  Learning Session #2

Banking Issues in the Cannabis Industry:
Managing Risk under State and Federal Law


Oren Bitan
Shareholder
Buchalter

Richard Ormond
Shareholder
Buchalter
  Learning Session #3

Profitability Measurement & Analysis,
A Cornerstone for Decision Making


Bryan Ridgway
Senior Sales Engineer
Empyrean Solutions

Kenneth Levey
Managing Director
Empyrean Solutions
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM General Session

Legislative Update

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

Melanie Cuevas
Vice President of Government Relations
California Bankers Association

Jason Lane
Vice President and Deputy Director of Government Relations
California Bankers Association

Robin Cook
Vice President, Senior Legislative Counsel
American Bankers Association
12:15 PM – 1:30 PM Lunch & Exhibitor Prize Drawings in Marketplace
1:30 PM Exhibitor Tear Down
1:30 PM – 2:30 PM Learning Session #1

Close Encounters of the Fintech Kind

Dave DeFazio
Partner
StrategyCorps
  Learning Session #2

Climate Action for Bankers:
The Road to a Net-Zero Economy


Francis Janes
Industry Relations and Partnerships Director, PNW
Beneficial State Bank & Foundation
  Learning Session #3

Brand, Culture and Recruiting:
Enabling a Future Ready Workforce


Zedrick Applin
Head of Diversity, Equity, Inclusion & Community
nCino
2:30 PM – 2:45 PM Break
2:45 PM – 3:45 PM Learning Session #1

Exploring The Next Frontier in Business Account Opening

Doug Doucette
Enterprise Account Executive

MANTL
  Learning Session #2

CECL Is Upon Us: Now What?

Josh Juergensen
Principal
CliftonLarsonAllen

David Heneke
Principal
CliftonLarsonAllen
  Learning Session #3

Legal Trends in Retail Banking Operations​

Mark Wraight
Member
Severson & Werson

Elizabeth Farrell
Associate

Severson & Werson
4:00 PM – 5:00 PM Closing General Session

Overcoming Adversity: Prevailing Through Challenges!

Col. Greg Gadson, USA (Ret.)
Decorated Army Commander
5:00 PM – 8:00 PM Farewell Reception & Dinner
Speakers

Theresa Payton
First Female White House CIO
Star of the former CBS TV series, “Hunted”
Leading Cybersecurity Expert

As one of the nation’s most respected authorities on cybersecurity, Theresa Payton is also a highly sought-after AI keynote speaker. Theresa is a visionary in the digital world leading the way as an inventor of new security designs and has an approved US patent in security. She captivates audiences by drawing from her experience as a veteran cybercrime fighter and entrepreneur, masterfully blending memorable anecdotes with cutting-edge insights.

Speakers

Col. Greg Gadson, USA (Ret.)
Decorated Army Commander

Colonel Gregory D. Gadson, a Chesapeake, Va., native, served our nation in the United States Army for more than 26 years. Gadson’s service culminated as the Garrison Commander of Fort Belvoir, where he oversaw the daily operations of the post, a strategic sustaining base where more than 50,000 military personnel and employees provide logistical, intelligence, medical and administrative support, and command and control for a mix of more than 140 commands and agencies for the Department of Defense.

Speakers

James Beckwith
President and Chief Executive Officer
Five Star Bank

With nearly 30 years of experience, James serves as the President and Chief Executive Officer of Five Star Bank and is a member of the board of directors. James joined Five Star Bank in 2003. He is deeply connected to the Sacramento community and has chaired several community-based organizations including the Sacramento Metro Chamber of Commerce, Valley Vision and KVIE (the local PBS affiliate). James is currently the Chair of the Western Bankers, a Private Sector Director with Greater Sacramento Economic Council, a board member of Crocker Art Museum and a member of the Sacramento State University College of Business Advisory Council.

Speakers

Kathy Moe
Regional Director
Federal Deposit Insurance Corporation (FDIC)

Kathy Moe is the Regional Director of the Federal Deposit Insurance Corporation (FDIC) San Francisco Region. As a 35-year veteran, Moe is directly responsible for the safety and soundness of insured deposits, evaluation of asset and liability management, lending, investment and corporate governance practices of 350 financial institutions in 11 Western States, plus the Pacific U.S. Territories. Leading in a regulated environment subject to economic fluctuations, while navigating complex interagency relations, provides Moe with a unique skill-set. Areas of expertise include, but are not limited to: real estate, commercial credit and investment markets, compliance and risk management, cyber security, anti-money laundering, information technology, vendor management, consumer protection, mergers and acquisitions, and de novo applications.

Speakers

Karen Boehler
Deputy Comptroller for the Western District
Office of the Comptroller of the Currency (OCC)

Karen Boehler is the Deputy Comptroller for the Western District of the Office of the Comptroller of the Currency (OCC).

In this role, Ms. Boehler is responsible for the supervision of 176 institutions located in 19 states with assets totaling $156 billion. She is based in Denver, Colorado, and supervises a staff of nearly 300 people, who operate out of 9 field offices and 6 satellite offices. She took on these duties in January 2021.

Speakers

Stan Ivie
EVP, Chief Risk Officer
Pacific Western Bank

Mr. Ivie is Executive Vice President, Chief Risk Officer of Pacific Western Bank and PacWest Bancorp. Prior to joining the company in March 2016, Mr. Ivie was the Regional Director for the Federal Deposit Insurance Corporation’s (FDIC) San Francisco Region since April 2007. Before becoming the Regional Director for the San Francisco Region, Mr. Ivie was the Regional Director for the FDIC’s Dallas Region. Prior to this, he served as the Deputy Director for the Division of Resolutions and Receiverships in Dallas, and as an Assistant Director for the same division in Washington D.C.

Speakers

Todd Buchholz
Former White House Director of Economic Policy and Managing Director of Tiger Hedge Fund

Renowned economist, White House advisor, and best-selling author Todd Buchholz connects the dots between Wall Street, Main Street, and financial capitals throughout the world.

An internationally known consultant on global markets and winner of Harvard’s annual teaching prize, Buchholz advises the world’s leading companies and “lights up economics with a wickedly sparkling wit.” (Associated Press)

Speakers

Kevin Gould
Executive Vice President, Director of 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 executive 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. Gould’s advocacy responsibilities and issues focus mainly in the areas of bank operations, commercial lending, residential property lending, and wealth and asset management issues.

Speakers

Jason Lane
Vice President and Deputy Director of Government Relations
California Bankers Association

Jason Lane is vice president and deputy director of government relations for the California Bankers Association and manages California state tax policy for the association, which involves analyzing legislation and regulatory activity, and the development of policy positions for the association. Lane is one of three lobbyists at CBA and, in addition to his primary focus on taxation, he also lobbies on behalf of the association on issues related to the state budget, and consumer lending legislation. Lane has significant expertise in handling legislative issues including taxation, data security, identity theft, and housing.

Speakers

Robin Cook
Vice President, Senior Legislative Counsel
American Bankers Association

Robin Cook is Vice President and Senior Counsel at the American Bankers Association, where he develops legal and legislative strategies across a variety of banking, payments, data security, intellectual property, technology, tax, and student lending issues. Before joining ABA, he was Senior Director of Advocacy and Counsel for Special Projects at the Credit Union National Association, where he advanced CUNA’s highest priority legislative and regulatory objectives, and directed the association’s litigation and payments policy efforts.

Speakers

Ryan Canin
CEO
DocFox

Ryan is the CEO of DocFox, a digital tool which enables rapid account opening, customer onboarding and automated complex workflows for business and commercial banking. DocFox currently works with over 180 financial institutions to reduce manual effort through advanced document processing with document inspection, data capture and comparison of any document and a suite of automation tools.

Speakers

Philip K. Smith
Chairman and CEO
Gerrish Smith Tuck, Consultants and Attorneys

Mr. Smith is the President and a member of the Board of Directors of the Memphis-based law firm of Gerrish Smith Tuck, PC, and its affiliated bank consulting firm, Gerrish Smith Tuck Consultants, LLC. Mr. Smith’s legal and consulting practice places special emphasis on bank mergers and acquisitions, financial analysis, acquisition and ownership planning for boards of directors, strategic planning for boards of directors, regulatory matters, bank holding company formations and use, securities law concerns, new bank formations, S-corporations, going private transactions, trust preferred securities and other matters of importance to banks and financial institutions.

Speakers

Tony Repanich
President & COO
Shield Compliance

As President and Chief Operating Officer of Shield Compliance, Tony leads day-to-day operations and is the company’s principal product architect. Having served as a senior executive at a Washington State-based community bank for over 20 years, Tony has in-depth knowledge of the banking industry and the regulatory and compliance requirements for high-risk industries. Today he brings that knowledge to financial institutions serving and considering serving the legal cannabis industry.

Speakers

Barry Smith
Shareholder
Buchalter

Barry A. Smith is a Shareholder and a senior member of the Firm’s Litigation Practice Group and Chairman of the Financial Institutions Practice Group. Mr. Smith focuses his practice on representing financial institutions and other business entities, both domestically and internationally. Mr. Smith has extensive experience in business and commercial litigation, creditors’ rights, real estate, loan workouts and restructuring, provisional remedies, receiverships, collections, and post-judgment enforcement. He also handles complex defense litigation including tort, contract law, and real estate.

Speakers

Joseph Lynyak
Partner
Dorsey & Whitney LLP

Joe is a partner in the Firm’s Finance & Restructuring Group and a member of the Banking Industry Group. He practices in both the Firm’s Washington, D.C. and Southern California offices. Joe possesses a broad knowledge base regarding foreign banks and domestic banks, savings associations, bank holding companies, finance companies, mortgage banking companies and their subsidiaries and affiliates. His practice includes providing financial intermediaries advice in the areas of regulatory and strategic planning, application and licensing, legislative strategy, commercial and consumer lending, examination, supervision and enforcement, and general corporate matters.

Speakers

Rick Sowers
President & CEO
CalPrivate Bank

Rick L. Sowers serves as President and CEO of CalPrivate Bank. He is a Southern California native and 1995 graduate of UCSD. He applied his BS in Economics first with Accenture Consulting in Los Angeles then joining CAST Management Consultants, where he spent a decade as a VP/ Associate Partner. He specialized in creating bank efficiencies, profitability and optimizing customer focus and experience. In 2008, Rick joined Bank of Manhattan / Manhattan Bancorp as EVP & Chief Banking Officer. He became President of the Bank prior to its merger with Plaza Bank – Irvine in 2015. There Rick held positions starting from EVP & Chief Strategy Officer to Chief Operating Officer. He served as the Bank’s President until Plaza Bank was successfully sold in 2017.

Speakers

Michael Cavallaro
Managing Partner
MJC Partners

Michael Cavallaro is the Founder and Managing Partner of MJC Partners, LLC, an independent investment banking firm specializing in mergers and acquisitions, strategic planning, and capital advisory services for companies in the financial services industry. Prior to founding MJC Partners, Mr. Cavallaro served as a Director at FIG Partners and Vice President at Hovde Financial, where he established a successful track record in structuring, negotiating, and executing an extensive number of transactions over his 10+ years serving institutional clients.

Speakers

Michael Blanchard
CEO
Blanchard Consulting

Mr. Michael Blanchard is the CEO of Blanchard Consulting Group. He has extensive experience in the human resources field and has conducted or supported over 500 compensation planning, market research, and organizational development projects over the past fifteen years, with over twelve years specific to the banking industry.

Speakers

Matt Brei
President
Blanchard Consulting

Matt Brei is the President of Blanchard Consulting Group. He has been a compensation consultant since 2000 and has been exclusively focused on the financial services industry since 2002.

Speakers

Gary Svec
Managing Director, Investment Banking Group
Performance Trust Capital Partners, LLC

Gary combines his financial institution background in accounting, taxes, regulatory compliance and operations to be a team leader in total balance sheet analysis and a regular contributor on numerous financial institution issues affecting the clients of Performance Trust. He is a featured speaker at numerous banking, insurance and professional conferences and seminars throughout the United States.

Speakers

Jared Kelly
Senior Manager
Wolf & Company, P.C.

Jared is a Senior Manager in Wolf’s Assurance Group and leads the Firm’s Cleantech Team, where he coordinates and supervises audit, review, and compilation services for middle-market and start-up companies. His clients are often private equity owned or venture-backed, and he also has significant experience working with U.S. Securities and Exchange Commission (SEC) registrants.

Speakers

Mark Haberland
Managing Director
Darling Consulting Group

Mark has over 25 years providing balance sheet and model risk management education and consulting to the community and mid-size banking space.

A frequent author and top-rated speaker on a wide array of risk management topics, Mark facilitates educational programs and workshops for numerous financial institutions, industry and state trade associations, and regulatory agencies.

Speakers

Lance Holman
President & CEO
Holman Capital Corporation

Lance S. Holman manages the mission, strategic direction, and operational planning for Holman Capital Corporation. He has nearly 25 years of corporate and public sector finance experience in product development, capital deployment, and institutional investments.

Speakers

Eric Devine
President
Vitex

Eric Devine is the President of Vitex where he brings a highly motivated, fiscally conscious, and goal driven atmosphere. In tandem, Eric is a contract negotiation expert with additional focuses on banking technology and operations. With his immense business, banking, and technical backgrounds, Eric has a deep understanding of what it takes to be a leader within the management spectrum and optimize banking infrastructure to ensure daily operational success.

Speakers

Nick Perfido
Executive Vice President
Vitex

Nick is the Executive Vice President of Vitex and a FinTech veteran with more than 35 years of experience in enterprise software sales within the community banking and credit union arena. His experience includes having worked with companies including Newtrend, EDS, Fiserv, and Finastra, where he was National Sales Director for the Phoenix Transformational Banking solution. He has been instrumental in helping financial institutions realize their goal of transforming their operations to meet the ever-changing FinTech landscape.

Speakers

Robert Perry
Principal
ALM First

Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.

Speakers

Mike Ensweiler
Principal
ALM First

Mike Ensweiler is a Principal at ALM First Financial Advisors, joining the firm in 2009. Mike leads the sales team where he develops the firm’s sales and growth strategies. In addition to sales, Mike manages all areas of marketing and client relations for the firm. He has an extensive financial services background, with success in helping financial institutions increase their productivity and strengthen their bottom lines.

Speakers

Dave Schwarz
Senior Managing Director, Head of Loan Syndications
Alliance Partners

David is a Senior Managing Director at Alliance Partners, serving as Head of Loan Syndications and program manager for the Commercial Loan Program. Prior to joining Alliance Partners, he was an Associate Director at UBS Investment Bank in the Financial Sponsors & Leveraged Finance Group where he focused on structuring and underwriting broadly syndicated loans for private equity and corporate clients.

Speakers

Sally Hazen
Managing Director (Western Region)
Alliance Partners

Sally Hazen is the Managing Director of the Western Region for Client Services at Alliance Partners. Prior to AP, Sally was with Texas Capital Bank for 4 years where she developed a deposit portfolio of $1.5 billion. Sally was also President of Correspondent Banking for Opus Bank, recently sold to Pacific Premier Bank. In 2008 to 2013, Sally headed up the Financial Institution Division of Union Bank during the financial crisis. She managed both the deposit and credit portfolio, growing the business from $200 million to $2.4 billion.

Speakers

Thomas Grundy, CRCM
Senior Director, CMS and Regulatory Consulting, U.S. Advisory Services
Wolters Kluwer

Tom Grundy joined Wolters Kluwer’s U.S. Advisory Services group in January 2013. With over 33 years of experience as a former federal regulator with the Office of the Comptroller of the Currency and Federal Reserve Board, as a financial industry compliance professional for banking, mortgage and fintech financial service providers, and as an advisory consultant to a wide-range of clients, he leverages his experience advising compliance and risk management executives on solutions to effectively manage risk in a complex and rapidly changing regulatory environment.

Speakers

Oren Bitan
Shareholder
Buchalter

Oren Bitan has an extensive legal background that includes business, real estate, banking, receivership, consumer product, and commercial litigation. Mr. Bitan is known for his ability to solve complex business disputes for his clients in a strong but practical manner. He is a trusted advisor who guides his clients through their day to day legal concerns, and has particular expertise in matters involving real estate, banking and lending, creditors’ rights, wine, beer, liquor, cannabis, and intellectual property.

Speakers

Richard Ormond
Shareholder
Buchalter

Richard Ormond has over 20 years-experience that includes business law, real estate, banking, receivership law, cannabis regulations, commercial litigation, and restructuring.  He has tried cases in State Court, Federal Court and Bankruptcy Court and he has arbitrated dozens of matters. Mr. Ormond is recognized as one of the nation’s leading experts on receivership law and other equitable solutions.

Speakers

Bryan Ridgway
Senior Sales Engineer
Empyrean Solutions

With more than twenty-seven years of experience in the financial risk and performance management areas within the banking industry, Bryan’s current responsibilities include assisting clients and prospects in understanding how Empyrean solutions can help analyze and improve their overall financial performance.

Speakers

Dave DeFazio
Partner
StrategyCorps

Armed with a passion for banking strategy, StrategyCorps partner Dave DeFazio has found great success and satisfaction in exploring the intersection of data, marketing, and technology.

Dave’s extensive financial services experience and continuous research in the field help him ensure that each product and service meets the needs of today’s financial institutions. At StrategyCorps, he leads and manages the company’s direct sales efforts while working directly with financial institutions to design, build, and implement a variety of checking solutions.

Speakers

Zedrick Applin
Head of Diversity, Equity, Inclusion & Community
nCino

Zedrick Applin currently serves as the Head of Diversity, Equity, Inclusion & Community at nCino. Originally from Dallas, TX, Zedrick moved to Wilmington in February 2019 with his family as Global Head of Compliance for nCino’s suite of product offerings. Zedrick has spent his 16 year career in the banking industry, serving as a regulator with the U.S. Treasury Department, consultant with two Big 4 consulting firms, and as a compliance officer at some of the top 10 global banking institutions.

Speakers

Doug Doucette
Enterprise Account Executive
MANTL

Doug Doucette is an Enterprise Account Executive at MANTL, a software-as-a-service company that helps community financial institutions modernize and grow.

Prior to joining MANTL, Doug worked at New York-based investment banking firm Keefe, Bruyette & Woods (KBW) where he was responsible for strategic advisory assignments, restructuring, and capital raising transactions.

Speakers

Josh Juergensen
Principal
CliftonLarsonAllen

Joshua is a Principal at CLA and devotes 100 percent of his time serving financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services for community banks. Joshua also spends a portion of his efforts working with financial institutions in their partnership efforts with financial technology (Fintech) companies. This includes Fintech companies with a focus on lending, efficiency improvement, and alternative finance sources.

Speakers

David Heneke
Principal
CliftonLarsonAllen

David is a principal with the financial institutions group, dedicated to certified audits, directors’ examinations, internal audits, and general control reviews. David began his career with CliftonLarsonAllen in 2005, and has twelve years of experience working with financial institutions.

Speakers

Mark Wraight
Member
Severson & Werson

Mark Wraight is the Chair of the Financial Services Practice Group and a member of Severson & Werson’s Executive Committee. He is an experienced trial attorney with expertise representing large institutional clients and emerging technology-focused companies in the financial services industry.

Speakers

Elizabeth Farrell
Associate
Severson & Werson

Elizabeth Farrell is a Litigation Associate in Severson & Werson’s Orange County office and a member of the Financial Services Litigation Practice Group.

Liz specializes in defending national mortgage lenders and loan servicers against borrower complaints involving lender liability and resolving disputes involving the Uniform Commercial Code, identity theft, and financial elder abuse. Liz routinely litigates in both civil and probate court.

Pricing

Pricing

Pricing For Price
WBA Bank Member $1,895
Bank Non-Member $2,795
Guest Registration  Price
Guest Registration  $800
Golf Registration Price
Golf Registration  $300

Register Online

Registration Form

Guest Registration Includes the Following:

Saturday, April 23: Welcome Reception, Welcome Dinner

Sunday, April 24: Breakfast, Lunch, Guest Activity – Haiku Lei Making

Monday, April 25: Breakfast, Lunch

Tuesday, April 26: Breakfast, Lunch, and Farewell Reception & Dinner

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Friday, April 8, 2022. No refund if cancellations are received after Friday, April 8, 2022. Substitutions allowed.

Sessions

Securing The Future: Unmasking Cybercriminals and the Triple Threat Facing Business and You

A global pandemic. Unprecedented and unrelenting cyberattacks. Where you may see uncertainty, Theresa sees a future of technology innovation and hope. 

She knows a thing or two about pivoting on a dime and transforming people and technology to meet shifting and often conflicting priorities. From the server rooms of some of the biggest global banks to the Situation Room at the White House and now from inside the Fortune 500, she has a unique perspective on accelerating and reimagining your technology while also keeping the people and the data secure. 

Sessions

Regulatory Panel

Join us for our Regulatory Panel and hear from the regulators. This year’s panel will have Kathy Moe from the FDIC, Karen Boehler from the OCC, and Mongkha Pavlick from the FRBSF. Moderating the panel this year will be Stan Ivie, EVP, Chief Risk Officer at Pacific Western Bank.

Sessions

Legislative Update

Hear from Kevin Gould, Melanie Cuevas, and Jason Lane from the California Bankers Association as they present their California Legislative Update along with a Federal Legislative Update with insights from Robin Cook of the American Bankers Association.

Sessions

Overcoming Adversity: Prevailing Through Challenges!

Overcoming adversity implies we have come through some difficulties and everything turned out okay. We are looking at adversity as a negative. However, prevailing through the challenge means we look at the adversity as a positive. A purposeful challenge meant for us to learn and grow from, not just overcome, but to prevail—coming out better than we were before. Greg Gadson shares how his challenges have led him to the unexpected: winning two Super Bowl rings, acting in a movie and just taking on life’s challenges.

Sessions

The Bankers Guide to Cryptocurrencies – An Immersive Introduction to the World of Virtual Currencies and How They Intersect With Banking

Cryptocurrencies are rapidly becoming mainstream, unlocking myriad opportunities for those participating in their growing market. Regardless of whether you are considering participating in the virtual currency world or not, its important to understand what it is and the way in which it is changing financial services. If you’re considering boarding the digital currency train, or seeking a good understanding of how it all works, informed decisions on if and how to proceed are key. This session will illustrate the difference between the technologies behind digital currencies and the digital assets themselves, as well as the opportunities which exist for banks leveraging either. We’ll work through live examples and real-time demos to see the crypto world in action.

Sessions

Independence? You Must Stay Relevant!

Keeping your organization viable is no longer good enough. Merely providing enough return to stockholders and some minimal dividend will not necessarily ensure the organization’s success in the changing landscape. This session will challenge attendees to think differently about their organizations, in terms of the tools used to create shareholder value, focusing on your strategic planning efforts, emerging concepts to attract and retain the best employees and similar steps.

Sessions

Crawl, Walk, Run Toward a Compliant Cannabis Banking Program

The U.S. legal market is projected to be worth upwards of $41 billion by 2025, potentially double the current market size. However, unresolved conflict between state and federal law on cannabis – on top of a complex regulatory landscape – has left much of this industry unbanked. As the pandemic continues to put pressure on bank earnings, cannabis-related businesses (CRBs) can provide non-interest income in the current environment and, with the prospect of rising rates due to inflation, be a valuable source of low-cost deposits.

Sessions

The Workout and/or Settlement Agreement – Twenty Eight Must Have But Often Forgotten Provisions

Using a Bank or Law Firm’s standard/boilerplate Workout, Settlement, Forbearance, Modification and/or Repayment Agreement can be costly either by limiting your options in the event of default or exposing yourself to potential liability. Have you properly addressed Forgiveness of Debt/1099c, the One-Action Rule, limiting your ability to sell or assign the note, incentive and discount clauses, claw-back provisions, liquidated damages, discretionary conduct, etc. The presentation will focus on a common-sense and practical approach to creating an agreement that covers all the bases.

Sessions

The Board of Director Compensation and Committee Best Practices

Determining board compensation is often the responsibility of the Compensation Committee. In this session, we will discuss director compensation trends and findings from our recent 2021 board compensation survey. A general breakdown of the various components included in the total director compensation package will be provided along with market data at the national level. Both cash and equity will be discussed along with retainers, per meeting fees, committee fees, and chair fees.

Sessions

Liquidity, Volatility and OPPORTUNITY

In these volatile times, many banks have experienced tremendous deposit growth. Is it surge? How long will we keep them? If we leave it in cash (the new non-accrual), we LOSE money every day. This session will identify practical strategies to enable investment of these dollars while maintaining liquidity resources for potential deposit run off.

Sessions

Managing Climate Risk – What Governing Bodies Need to Know

Climate change is a global threat to every person and every organization. Organizations in every industry will develop different tactics for transitioning to lower carbon economies—and although these transitions may bring heightened risk themselves, failing to adapt prompts even greater risk. Financial institutions occupy a pivotal place in our society as employers and providers of capital to all other industries.

Sessions

The Keys to an Effective ALCO Process

Following two years of unprecedented challenges and “new normals” we find ourselves in some familiar territory having to look for new ways to increase (or just maintain) earnings and manage the risk within our balance sheets. COVID changed the rules, but as bankers, we know we need to take a look in the mirror and make some changes ourselves in order to come out of this stronger than we came into it.

Sessions

Public Sector Financing Strategy: Investing in America

Investing in State and Local Government infrastructure, equipment, and facility projects will create jobs, grow assets, and enhance portfolio diversification at attractive yields. Explore how your bank can efficiently build a high credit quality public sector portfolio without the overhead. We will examine the opportunity, risk mitigants, and strategy involved in Investing in America.

Sessions

3 Keys to Stronger Financial Performance in 2022

There is a short list of common attributes of depositories who generate strong, sustainable financial performance year after year. In this session, we will break down 3 key tenets of high performing banks: disciplined asset pricing, utilization of risk levers, and marginal risk management. Learn to leverage a consistent decision-making framework tailored for your institution to deliver stronger margin and equity returns in 2022 and beyond.

Sessions

The Growing C&I Landscape

Following the Great Recession, middle market C&I lending performed better than its real estate counterpart on a risk adjusted return basis. In this session, learn more about the growth of this market over the last decade, the performance and most importantly, the impact community banks have had on this asset class.

Sessions

Banking Issues in the Cannabis Industry: Managing Risk under State and Federal Law

More and more states are legalizing the medicinal or recreational use of marijuana. The new administration in Washington is expected to take a more favorable view of the marijuana business than the Federal government has done in the past. The House’s passage of the SAFE Act and the MORE Act may be further signs of changes to marijuana banking rules. This program will examine the current state of cannabis banking laws, and likely future developments.

Sessions

Profitability Measurement & Analysis, A Cornerstone for Decision Making

Leveraging profitability information as a decision-making tool has become paramount in today’s unpredictable environment. Financial institutions can create a significant competitive advantage by establishing a profitability driven culture that enables people from across the organization to make profitability-based decisions. Accomplishing this requires well-defined goals, a measurement process that is understandable, defensible and maintainable, and profitability results that can be leveraged across the organization to support both tactical and strategic decisions. In this session, we touch on importance of profitability in today’s environment and some of the past challenges with profitability initiatives, before focusing on the keys to creating a profitability driven culture.

Sessions

Close Encounters of the Fintech Kind

See live demonstrations of trending apps like Robinhood, Cash App, SoFi, and Affirm to better understand the new features that are increasing competitive pressures on today’s banking products. We’ll share ongoing research which explains the trends - including which mobile features matter most to each generation, from zoomers to boomers. We’ll also examine how fintech companies like Acorns are leveraging the subscription society (think Amazon Prime, Costco, Netflix, Spotify) and pioneering new recurring revenue generating models for financial products and services.

Sessions

Climate Action for Bankers: The Road to a Net-Zero Economy

The climate crisis is the defining issue of the century as it poses an existential threat signaling code red for humanity. We need an all-of-society approach to facilitate a transition to a net-zero economy by 2050. Through the Net-Zero Banking Alliance, a rapid, pivotal mobilization of the banking sector is underway with over 100 banks representing $66 trillion in assets (over 43% of banking assets worldwide) now standing together and publicly committed to a net-zero future. Banks are a vital part of enabling the decarbonization of the global economy. Through lending and investment decisions, banks can prompt their clients to accelerate this transition and accompany them along the way.

Sessions

Exploring The Next Frontier in Business Account Opening

40% of financial institutions rate their business account opening processes as “somewhat or very poor.” 53% say legacy processes limit their ability to grow. Join fintech MANTL to discover a first-of-its-kind business account opening solution and learn best practices for improving operational efficiency by balancing automation and human touch. Informed by proprietary research, this session explores what businesses expect and the role that digital plays in maintaining the primary financial institution relationship.

Sessions

CECL Is Upon Us: Now What?

We’ve been talking about CECL for nearly 6 years, and implementation is finally upon. By now, you’ve likely decided upon a methodology, doing it in-house vs. 3rd party vendor, etc. For most community banks, CECL implementation should not take re-creating the wheel. Yet many institutions are concerned about the significant changes coming, and now it’s time to actually implement. This session will cover lessons learned from assisting nearly 300 community banks over the last few years, with the goal of easing the burden upon implementation.

Golf

Golf

This year’s golf tournament will be held at the beautiful Poipu Bay Golf Course on Saturday, April 23, 2022. Adjacent to the Grand Hyatt Kauai Resort and Spa on the sunny south shore of Kauai, this outstanding course is backed by lush emerald mountains and sculpted from a rolling plateau eight stories above the Pacific Ocean. Nestled among the gentle contours of Poipu Bay you’ll discover the remains of Hawaiian heiau (places of worship) and ancient stone walls. If this weren’t challenge enough, Mother Nature presents you with one distraction after another. From rare Hawaiian monk seals, green sea turtles, and humpback whales, you’ll have lots of wild excuses to back your scorecard. Plus, Poipu Bay is home to Nene Geese which are endemic to Hawaii, and not encountered anywhere else in the world outside of their native environment.

Even the most focused golfer will be challenged by the breathtaking views. For more information, check out the course website here.

More details coming soon…

Saturday, April 23, 2022
8:00 AM Shotgun Start

 

CPE Credits

CPE Credits

The 2022 Annual Conference will be offering 18 CPE credits.

The Western Bankers is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Travel Guidelines

Travel Guidelines

NOTICE: At the end of the day, March 25, 2022, the Safe Travels Hawai‘i program will conclude. Beginning March 26, 2022, there will be no COVID-related requirements for arriving domestic passengers. Travelers arriving in Hawai‘i directly from international airports must still comply with U.S. federal requirements; consult with your airline.

What Do I Need to Know About Getting to Hawai‘i?

Aloha! The State of Hawai‘i Safe Travels Hawai‘i program is a multilayered process designed to mitigate the spread of COVID-19 in our community from trans-Pacific passengers arriving at airports/ports across the Islands.

For anyone planning travel to the Hawaiian Islands, it is important to be aware of new and enhanced State of Hawai‘i Safe Travels Hawai‘i program entry requirements prior to departure.

The State of Hawai‘i is in alignment with federal international requirements. There are no additional State of Hawaiʻi requirements for passengers flying directly into Hawaiʻi from an international destination. The airlines will screen passengers prior to their departure to the U.S. International passengers entering the U.S. from another state or territory will be treated as domestic travelers when entering the State of Hawai‘i.

This enhanced entry into Hawai‘i includes temperature screening at all Hawai‘i airports upon arrival, a pre-travel testing program, and a vaccination exception program for domestic, U.S. passengers. The information that follows will help make the process efficient.

 

NOTICE: To avoid mandatory quarantine, the Vaccination Exception Program is an option for those who have an up to date vaccination record. Details at HawaiiCOVID19.com/travel/faqs. The State of Hawai‘i will ONLY accept Nucleic Acid Amplification Test (NAAT) from a certified Clinical Laboratory Improvement Amendment (CLIA) lab test results from TRUSTED TESTING AND TRAVEL PARTNERS, including any tests verified through the State’s Digital Health Pass Partners – AZOVACLEAR and CommonPass. For the full list of Domestic trans-Pacific, International and airline partners, go to TRUSTED TESTING AND TRAVEL PARTNERS.

 

Safe Travels Hawai‘i Registration

Completing the State of Hawaii’s Safe Travels Hawaiʻi program application form, uploading COVID-19 test result or vaccination record document (if applicable) and obtaining your QR code PRIOR TO departure will significantly reduce your airport screening and processing time at arrival.

Prior to your departure for Hawai‘i, if you are an adult (age 18 years or older) you will need to create an online user account and register with the State of Hawai‘i Safe Travels Hawai‘i program. This applies only for domestic passengers from the U.S. and its Territories.

Once you create your Safe Travels Hawai‘i account, you will next need to enter your traveler information and trip details on the program’s application form. It is important to get the correct test and upload the correct form or vaccination record document. Visit Safe Travels Hawai‘i Help for answers to questions about the online application form.

If you need assistance with login or technical issues, call the Safe Travels Program: 1-800-GOHAWAII or (1-800-464-2924) 10 a.m. to 10 p.m. Hawai‘i Standard Time.

*Please note: On February 8, 2022, Hawai‘i Governor David Ige announced that the Safe Travels Hawai‘i program will remain unchanged at this time, and booster shots will not be required for “up-to-date” vaccination status for individuals traveling to Hawai‘i.
For more information, please browse the official news release here.

 

Pre-travel Testing

All travelers wishing to bypass quarantine who are ages five and older and who choose not to participate in the vaccination exception program will be required to take a Nucleic Acid Amplification Test (NAAT) from a certified Clinical Laboratory Improvement Amendment (CLIA) lab in order to bypass the State of Hawaii’s five-day mandatory quarantine. This applies only for domestic passengers from the U.S. and its Territories.

The State of Hawaiʻi will accept test results ONLY from TRUSTED TESTING AND TRAVEL PARTNERS or the State’s Digital Health Pass Partners — AZOVACLEAR and CommonPass.

The test will need to be taken no more than 72 hours before your flight departure time. If you have a multi-city flight itinerary, the departure time is from the last city you leave before arriving at a Hawai‘i airport (e.g. if your travel is from Chicago to Seattle to Honolulu, the departure time to look at is your flight from Seattle).

Once you receive your negative pre-travel test result, you will need to upload the result to your Safe Travels Hawai‘i account. This step is crucial, as it will be the only means for airport officials to verify your Safe Travel Hawai‘i information upon your arrival in Hawai‘i. See Safe Travels Help Before You Travel.

If the correct form is not uploaded to the Safe Travels Hawai‘i account prior to departure and hard copy in hand when arriving in Hawai‘i, then the traveler must quarantine for five days upon arrival in Hawai‘i. The State of Hawai‘i will also accept vaccine records that are digitally validated by Digital Health Pass Partners.

If you receive an indeterminate result or inconclusive result prior to departure, you will be required to quarantine.

Upon completing your trip itinerary, a QR code will be emailed to you.

Travelers who receive a green QR code will be able to get through the verification and processing at the airport quicker. A green QR code means the traveler’s quarantine exception was pre-verified by Safe Travels. Those who use a Trusted Testing and Travel Partner or Health Pass Partner (AZOVA, CLEAR and CommonPass) or Hawaii SMART Health Card would be eligible for a green QR code. Travelers who did not receive a green QR code will be able to get their quarantine exception manually reviewed by airport screeners during the verification process.

Travelers who have a SMART Health Card from their State or provider can obtain the green QR code by using CommonPass to verify their vaccination SMART Health Card, then linking their CommonPass ID in Safe Travels (not for cruise line trips at this time). Check the SMART Health Card website for a list of States and providers who issue SMART Health Cards.

Prior to boarding or when you deplane in Hawai‘i, you will be asked to present your QR code and your negative test result to airport personnel either on paper or on your mobile phone, along with a legally valid photo ID.

If you receive a NEGATIVE TEST RESULT  while you are in quarantine in Hawai‘i, you will still need to remain in quarantine for five days or the length of your trip, whichever is shorter.

If you receive a POSITIVE TEST RESULT while you are in quarantine in Hawaiʻi, you will be required to go into isolation until you recover and at least five days have passed since the start of symptoms or positive test, and at least 24 hours have passed without a fever without the use of fever reducing medicine. If you are traveling with others, the Department of Health has updated the isolation and quarantine policy based on CDC recommendations.

Trusted Testing and Travel Partners

The State of Hawai‘i will ONLY accept Nucleic Acid Amplification Test (NAAT) from a certified Clinical Laboratory Improvement Amendment (CLIA) lab test results from trusted testing and travel partners. These are listed by region: US DomesticAirlines & AirportsCanadaJapanKoreaTaiwanPhilippines and French Polynesia at HawaiiCOVID19.com/travel-partners.

Airlines and Airport Protocols

While you are in-flight or deplaning, you must follow the guidance of your air carrier and CDC with regard to physical distancing, mask wearing and sanitation processes.

Remember to pack your mask and/or facial coverings in your carry-on luggage. All travelers are required to wear a mask at all Hawai‘i airports. If travelers are subject to Hawaii’s five-day mandatory self-quarantine, they must continue wearing a mask until in the room of their confirmed place of lodging. Removal of face coverings is allowed for young children and individuals with health conditions preventing them from wearing one.

All incoming domestic trans-Pacific Hawai‘i travelers from the U.S. will receive temperature checks upon arrival. Temperature scans will be taken via thermal temperature screening. Photos will be temporarily retained only for persons with elevated temperatures of 100.4 degrees F and above for identification and additional assessments by airport representatives.

All incoming domestic trans-Pacific travelers from the U.S. arriving with a temperature of 100.4 degrees F or higher and/or displaying COVID-19 symptoms will be required to complete a secondary screening at the airport performed by trained health care staff.

Quarantine Guidelines

If you arrive in Hawai‘i without valid proof of a negative COVID-19 NAAT or up to date vaccination, you will be subject to the State of Hawaii’s strict five-day mandatory self-quarantine requirement and will need to adhere to the following guidelines:

  • Under self-quarantine, you will not be allowed to leave the room at your place of lodging under any circumstances, except for a medical emergency or to depart the state.
  • If you are planning on staying in a short-term rental or vacation rental, be aware that individuals subject to Hawaii’s five-day mandatory self-quarantine are not allowed to stay in short-term rentals and vacation rentals on Kaua‘i, O‘ahu, Maui and the island of Hawai‘i.
  • Quarantined travelers are not allowed to rent a car in Hawai‘i for the duration of their self-quarantine.
  • Travelers who violate the terms of the five-day mandatory self-quarantine will be prosecuted and may face fines of up to $5,000 and one year in prison.

While in Hawai‘i

What Do I Need To Know Once I’m in Hawai‘i?

By following the simple and sensible tips and advice in this section, you will be keeping yourself, your family and friends, and communities across the Hawaiian Islands healthy and safe. Hawaii’s indoor mask mandate will be enforced in each county through March 25, 2022. Wearing a mask lowers the risk of transmission. It is wise to wear a mask while indoors with people whose vaccination status is unknown and when you are unable to maintain physical distancing.

We thank you in advance for being mindful of putting public health first and following local guidelines.

Interacting With Others

Wearing a Mask or Face Covering

Hawaii’s indoor mask mandate will be enforced in each county through March 25, 2022. Masks are still strongly recommended for people over age 65, with compromised immune systems, who care for people at risk of severe illness and those unvaccinated for COVID-19.

Hotels and Accommodations

Please visit the website of your Hawai‘i accommodations for information about their property-specific safety protocols.

Parks and Beaches

Parks, beaches and trails are open with some restrictions. Please practice physical distancing and always wear a face covering when this is not possible. County parks and beaches are open on all islands with some restrictions. Please refer to the following island county websites for the most current information.

County of Kaua‘i | City and County of Honolulu County of Maui | County of Hawai‘i

Select state parks and monuments statewide are open, though emphasizing social distancing. You will find a detailed listing of open and closed state parks at the Division of State Parks website.

National Park Service-managed parks, historic sites and memorials in Hawai‘i are gradually increasing access and services to their sites and facilities utilizing a phased approach. You will find a detailed listing of open and closed sites at the National Park Service’s Hawai‘i webpage.

Dining and Activities

Most county restrictions have been lifted. Refer to county websites for additional information:

County of Kaua‘i | City and County of Honolulu County of Maui | County of Hawai‘i

Best Practices Information to Keep Everyone in Hawaiʻi Safe

Wear a mask in public indoor spaces when you are around people whose vaccination status is unknown, practice good hygiene and when possible, maintain physical distancing.

When you leave your lodging accommodations, please take all necessary precautions prioritizing public health to ensure Hawai‘i remains a safe place for residents and visitors. Be sure your mask covers your nose and mouth.

What to Do if You Get Sick

If you become ill with a fever or cough while in Hawai‘i, have recently departed an area with widespread community transmission of COVID-19, and/or have had prolonged close contact with a person confirmed to have COVID-19, please follow these recommendations:

  • Wear a mask to reduce transmission.
  • Consider taking a COVID-19 test if symptoms are consistent with COVID-19.
  • Remain at home or in your lodging accommodations and avoid contact with others.
  • Before seeking medical care, call ahead to a health care provider or hospital emergency room first to inform them of your symptoms, as well as your travel and contact history, before going to their facilities.
  • Call 9-1-1 if you need immediate medical care.

AlohaSafe Alert App

AlohaSafe Alert is a free, voluntary new service that helps slow the spread of COVID-19. It is the State of Hawaii’s official exposure notification app and has been developed in partnership with the Hawai‘i State Department of Health. The app does not track your location. It anonymously keeps track of devices you’ve been in close contact with for the past 14 days.

Download the AlohaSafe Alert app to get COVID-19 exposure notifications and help keep Hawai‘i safe and healthy – all while maintaining your privacy.

Contact Tracing Procedures in Hawai‘i

Contact tracers at the Hawai‘i State Department of Health’s help protect the community from the spread of COVID-19 by locating everyone who comes in close contact with a person who has tested positive for the virus. Tracers notify and interview individuals who may have been exposed without revealing the COVID-positive person’s identity. Successful contact tracing relies on a partnership between tracers and individuals who are interviewed. Contact tracers also offer education and resources to individuals required to isolate or quarantine. Here’s more information on the work of contact tracers in Hawai‘i.

Travel FAQ’s

Please visit this page for all Travel FAQ’s.

Photo Gallery

Photo Gallery

Enjoy some photos from some of our previous Annual Conferences held in the beautiful islands of Hawaii…

Mobile App

Mobile App

We will be utilizing the WesternBankers app at our 2022 Annual Conference. Download the app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the conference, and much more. Simply search “Western Bankers” in either the Apple App Store or the Google Play Store to download today. Once you are registered for the conference you will receive log-in instructions with the access code at a later date.

Sponsorship Information

Sponsorship Information

If you are interested or would like more information, please contact:

Jennifer Benson
VP, Conferences 
(916) 438-4416 or jbenson@westernbankers.com

Sponsorship Prospectus

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 WB 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, the largest non-profit banking organization serving the West Coast financial services industry