Agenda

Agenda
Wednesday, July 20, 2022
9:00 AM – 10:00 AM PT Factors Impacting Bank M&A in Today’s Environment​

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods

Ashwin Kakani
Director
Keefe, Bruyette & Woods

Stephen Gunlock
Director
Keefe, Bruyette & Woods
10:00 AM – 11:00 AM PT Fintech Panel

Michael Desimone
Vice President of Financial Products
Numerated
11:00 AM – 11:30 AM PT Insurance/Cyber/Ransomware

Kent Sasaki
Senior Vice President
USI Insurance Services

Cam Schilling

Vice President
USI Insurance Services
11:30 AM – 12:00 PM PT Talent War

Michele Gil
Managing Partner
Chrisman & Company
12:00 PM – 1:00 PM PT Lunch
1:00 PM – 1:30 PM PT Regulatory Update

Mongkha Pavlick
Group Vice President, Supervision + Credit
FRBSF
              
1:30 PM – 2:00 PM PT Managing the Audit Function in 2022 and Beyond

Jeff Clair
Partner
Moss Adams

Derek Criswell
Partner
Moss Adams
Thursday, July 21, 2022
9:00 AM – 10:00 AM PT Strategic Planning

Philip Smith
Chairman and CEO
Gerrish Smith Tuck
Consultants and Attorneys
10:00 AM – 11:00 AM PT Banking Risks Persist in an Uncertain Economic Environment

Judy Plock
Senior Supervisory Analyst/Senior Risk Specialist
FRBSF


Chris Grant
Senior Risk Specialist
FRBSF
11:00 AM – 12:00 PM PT Session TBD

Shirish Netke
CEO & President
Amberoon Inc.
12:00 PM – 1:00 PM PT Lunch
1:00 PM – 1:30 PM PT 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
1:30 PM – 2:00 PM PT  2022 Corporate Governance Update​

Mark Aldrich
Chairman & Founder | Principal
Aldrich & Bonnefin, PLC

Joel Cook
Principal
Aldrich & Bonnefin, PLC
2:00 PM – 2:30 PM PT Asset Liability Management

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