Agenda

Agenda

*All times listed below are in local time.

**Agenda subject to change.

Thursday, September 9, 2021
8:30 AM – 11:00 AM WBA Executive Committee Meeting (Invite Only)
(Breakfast Included)
12:00 PM – 3:00 PM WBA Board & Banker Benefits Board Meeting (Invite Only)
(Lunch Included)
2:00 PM – 5:30 PM Registration Open
5:30 PM – 6:00 PM WBA Board Reception (Invite Only)
6:00 PM – 7:30 PM Board Dinner (Invite Only)
Friday, September 10, 2021
7:00 AM – 5:30 PM Registration Open
8:00 AM – 1:00 PM Golf Tournament
 (Mauna Lani North Course)
 - Shotgun Start: 8:00 AM

(Sponsored by ImageScan)
2:30 PM – 4:00 PM Exhibitor Setup
4:00 PM – 5:00 PM Guest & Spouse Welcome Reception
5:00 PM – 5:30 PM Welcome Reception

(Sponsored by Corrigan & Co)
5:30 PM – 7:00 PM Welcome Dinner
Saturday, September 11, 2021
8:00 AM – 3:30 PM Registration Open                                                          
8:00 AM – 3:00 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

Economy: Where Do We Go From Here?

Andrew Busch
Economist; Former CMIO, U.S. Government; Author
10:15 AM – 10:45 AM Refreshment Break
10:45 AM – 11:45 AM Learning Sessions
  Learning Session #1

ESG – Environmental, Social and Governance,
How Are Investors Looking at ESG


Steven Cooke
Senior Director of Business Development
S&P Global Ratings
  Learning Session #2

The Next Digital Frontier:
The Business Bank of the Future


Ryan Canin
CEO
DocFox
  Learning Session #3

TBD
11:45 AM – 1:00 PM Lunch
1:00 PM – 2:00 PM Optional Activity- Lei Making Class
(Included in Guest Fee)
1:00 PM – 2:00 PM Learning Sessions
  Learning Session #1

What Banks Should Know About Cryptocurrencies in 2021|
Paving the Way for Blockchain


Larry Pruss
SVP – Project Management
Strategic Resource Management
  Learning Session #2

Using the SBA 504 Program to Increase Income
While Helping Existing Bank Relationships


Ken Rosenthal

Sr. Advisor
CDC Small Business Finance / CDC Capital Markets
  Learning Session #3

Capital Planning: Preparing for Volatility

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

Economic Update

Chris Thornberg

Founding Partner
Beacon Economics
3:30 PM – 3:45 PM Break
3:45 PM – 4:45 PM Learning Sessions
  Learning Session #1

Payments –
Fintech Solutions Amp Up Competitive Environment


John W. Thompson

Managing Director
The Financial Institutions Group
PNC Capital Markets LLC
  Learning Session #2

Session Title TBD

Aaron DiRusso
Managing Director

Raymond James
  Learning Session #3

Session Title TBD

Mike McWilliams
Chief Revenue Officer

ReliableIT
  Evening Open for Vendor Dinners
Sunday, September 12, 2021
7:00 AM – 3:30 PM Registration Open                                                          
7:30 AM – 3:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

The Current State of the Banking Industry
as Seen Through the Lens of the Market


Chris McGratty

Head of U.S. Bank Research
Keefe, Bruyette & Woods
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 Sessions
  Learning Session #1

Managing Credit Risk over the Business Cycle and
Through the Pandemic: Hit Me with Your Best Shot


Dev Strischek

Principal
Devon Risk Advisory Group LLC
  Learning Session #2

Creating a Digital Experience for
Your Employees and Commercial Customers


David Catalano

SVP, Business Development
Baker Hill
  Learning Session #3

COVID Relief Programs:
When and How Will Banks’ Obligations End?


Michael Flynn

Of Counsel
Buchalter
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM Learning Sessions
  Learning Session #1

Integration to the CORE

Eric Devine

President
Vitex
  Learning Session #2

The Keys to an Effective ALCO Process

Mark Haberland

Managing Director
Darling Consulting Group
  Learning Session #3

Demise of LIBOR:
Where We Are and Where We Are Going


Joel Cook

Attorney, Partner and Practice Group Manager
(Corporate and Commercial Lending)
Aldrich & Bonnefin, PLC
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

Confessions of a Cannabis Banker &
Strategic Considerations for Banking Cannabis


Robert Baron
Chief Experience Officer
StandardC
2:30 PM – 2:45 PM Afternoon Break
2:45 PM – 3:45 PM Peer Exchange Sessions (Bankers & Directors Only)
3:00 PM – 5:00 PM Mid-Sized Bank Council Meeting
3:00 PM – 5:00 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Monday, September 13, 2021
7:00 AM – 4:00 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

Regulatory Panel
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Learning Sessions
  Learning Session #1

Going Public Without An IPO –
Should We Consider an Uplift to Nasdaq?


Panel:
David Gershon
Partner
Sheppard Mullin Richter & Hampton


Remaining Panelists TBD…
  Learning Session #2

5 Ways Top Banks Are Seizing Opportunities
in the Current Environment


Steve Kinner
Senior Managing Director
IntraFi Network
  Learning Session #3

The Next Crisis:
New Safety and Soundness Standards


Erica Crain
Principal
CliftonLarsonAllen
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM General Session

Legislative Update

Kevin Gould
Senior Vice President, Director of Government Relations
California 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 General Session

Diversity, Equity, & Inclusion

Dee McDougal

Global Head of Diversity, Equity & Inclusion
CAPCO
2:30 PM – 2:45 PM Break
2:45 PM – 3:45 PM Closing General Session
 
3:45 PM – 5:00 PM Leisure Time
5:00 PM – 8:00 PM Farewell Reception & Dinner