Agenda

Agenda

*All times listed below are in local time.

**Agenda subject to change.

Sunday, October 23, 2022
12:00 PM – 5:30 PM Registration Open
12:00 PM – 1:00 PM Exhibitor Set-Up
1:00 PM – 2:15 PM Welcome & Opening General Session

Economic Update
 
2:15 PM – 2:30 PM Afternoon Break
2:30 PM – 3:30 PM Learning Sessions
  Learning Session #1

The Loan From Hell

Barry Smith
Shareholder
Buchalter
  Learning Session #2

Why Now is the Right Time to Grow Your Small Business Lending Program

Gord Baizley
CEO
JUDI.AI
3:30 PM – 3:45 PM Transition Break
3:45 PM – 4:45 PM Learning Sessions
  Learning Session #1

Commercial Lending/ Fixed Rate Swaps

Speaker TBD
PNC Capital Markets
  Learning Session #2

Innovating through Digital Transformation

Richard Fay
Principal
Wolf & Company, PC
4:45 PM – 5:45 PM Welcome Reception
Monday, October 24, 2022
8:00 AM – 3:15 PM Registration Open
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:00 AM 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
10:00 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

Digital Consumer Lending

Speaker TBD
Strunk/ Quilo
  Learning Session #2

Session Title TBD

Ben Lewis
Managing Director & Global Head of Sales
Financial Institutions
Chatham Financial
11:30 AM – 12:45 PM Lunch & Marketplace Time
12:45 PM – 1:45 PM Learning Sessions
  Learning Session #1

Where is the CFPB now?

Michael Flynn
Of Counsel
Buchalter
  Learning Session #2

Loan Growth Through Technology and Automation – 
Can Your Institution Handle the Change?


Rob Newberry
Senior Advisor
Abrigo
1:45 PM – 2:00 PM Afternoon Break
2:00 PM – 3:00 PM Learning Sessions
  Learning Session #1

Uncertainty on the Horizon:
The Balance Between Loan Growth & Credit Quality


Speaker TBD
CLA
  Learning Session #2

LIBOR/SOFR Transition

Zachary Davis, Esq.
Senior Associate
Luse Gorman, PC
3:15 PM – 4:30 PM Peer Exchange Session
 
  Evening Open for Vendor Dinners
Tuesday, October 25, 2022
8:00 AM – 10:30 AM Registration Open                                                          
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:00 AM Learning Sessions
  Learning Session #1

HELOC

Speaker TBD
Wolters Kluwer
  Learning Session #2

Countermoves: How to Tap Into Fintech

Paul Davis
Director of Market Intelligence
SRM
10:00 AM – 10:15 AM Morning Break
10:15 AM – 11:15 AM Session

Session Title TBD

Joe Lynyak
Partner
Dorsey & Whitney
11:15 AM Conference Adjourns