2022 Annual Conference Handouts
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Handouts

*All times listed below are in HST

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!

Additional Handout

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
(No Slides)


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
(No Slides)


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
7:00 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
(No Slides)


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 Mid-Sized Bank Council Meeting
3:00 PM – 4:45 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Tuesday, April 26, 2022
7:00 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