Agenda

Agenda

*All times listed below are in PST

Wednesday, November 4
9:00 AM – 10:15 AM Opening Keynote​

Pivot Point: Thriving In A Post-COVID World

Shawn Rhodes
CEO
Shoshin Consulting
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Session #1

Valuing Properties in a COVID World

David Rosenthal
President & CEO
Curtis-Rosenthal, Inc.
  Learning Session #2

How To Convert PPP Customers Into
Full Banking Relationships


Ray Adler
Founder/CEO
BTI Growth Advisors
11:30 AM – 1:00 PM Lunch & Marketplace Time
1:00 PM – 2:00 PM Learning Session #1

Competing for Commercial Loans –
Winning with Swaps


Ben Lewis
Managing Director
Chatham Financial​
  Learning Session #2

Applying Artificial Intelligence to Monitor Small Business
Borrower Performance and Portfolio Risk in Real Time​


Gord Baizley
CEO
Judi AI
2:00 PM – 2:15 PM Break
2:15 PM – 3:30 PM General Session​

Economic Update

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara
4:00 PM – 5:00 PM Virtual Happy Hour with a Performance by Ryan Hiller
Thursday, November 5
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:15 AM General Session

The 21 Core Sales Competencies – Your Path to Growth

Mark Trinkle
Chief Growth Officer
Anthony Cole Training Group
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Session #1

Platform Creep: Getting the Right Foundation

Scott Fieber
VP of Strategic Solutions
Cook Security Group
  Learning Session #2

Commercial and Small Business Lending,
Today and Post-COVID


James Wu
Founder & CEO
MonJa
11:30 AM – 1:00 PM Lunch & Marketplace Time
1:00 PM – 2:00 PM Learning Session #1

The Ups and Downs of Lending through the Business Cycle

Dev Strischek
Principal
Devon Risk Advisory Group, LLC
  Learning Session #2

SureBuild Project Completion Insurance –
Proactive Insurance in the Event of Borrower Default


Joe Derhake, CEO
Jenny Redlin, Principal
Chelsy White, Managing Director of Saint Vincent
Partner Engineering and Science, Inc.
2:00 PM – 2:15 PM Break
2:15 PM – 3:15 PM Peer Exchange Session (Bankers Only Please)
3:15 PM – 3:30 PM Break
3:30 PM – 4:30 PM Learning Session #1

Creating a Digital Lending Experience for
Your Employees and Commercial Customers


David Catalano
SVP Business Development
Baker Hill
  Learning Session #2

Handling Problem Loans in the Age of COVID-19

Gary Tokumori
Shareholder
Parker Milliken

Kenneth Miller
Shareholder
Parker Milliken​
Friday, November 6
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:00 AM General Session

Legislative Update

Kevin Gould 
SVP, Director of Government Relations 
California Bankers Association

Melanie Cuevas 
VP, Government Relations 
California Bankers Association

Jason Lane 
VP, Deputy Director, Government Relations 
California Bankers Association
10:00 AM – 10:15 AM Break
10:15 AM – 11:15 AM Learning Session #1

Lending to the Cannabis Industry

Terry Neeley
Founder & Managing Director
West Coast AML Services, LLV

Richard P. Ormond, Esq.
Shareholder
Buchalter

Dante Tosetti
Chief Credit Officer
Beacon Business Bank
  Learning Session #2

Data Collection Informing Construction Loan Risks

Jim Fraser
Director, CRE Strategy
Built Technologies
11:15 AM – 11:30 AM Break
11:30 AM – 12:45 PM Closing General Session

The Future of Real Estate

Moderated by:
David Rosenthal, President & CEO, Curtis-Rosenthal, Inc.

Matthew May 
Founder 
May Realty Advisors

Eric Sackler
Director
Coldwell Banker Commercial

Lee Segal 
President 
Segal Commercial

Jon Dishell 
Chief Capital Officer
Gemini Rosemont