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 |