Agenda

Agenda
Saturday, March 9
7:00 AM – 1:00 PM Golf Tournament
7:30 AM – 1:30 PM Hiking & Waterfalls Tour of East Maui
10:00 AM – 4:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)                  
1:00 PM – 6:00 PM Registration
5:00 PM – 7:00 PM Welcome Reception
Sunday, March 10
7:00 AM – 3:30 PM Registration Open                                                          
7:00 AM – 8:00 AM Beach Yoga
7:45 AM – 9:00 AM One-on-One Meetings with Regulators 
(By Appointment Only)
9:00 AM – 10:30 AM Welcome & Opening General Session

Improving Performance, Accelerating Growth

Robert Stevenson
Speaker & Author
10:00 AM – 4:00 PM Marketplace Open
10:00 AM – 2:00 PM Guest Program Activity – Shopping Shuttle to Lahaina
10:30 AM – 10:40 AM Refreshment Break
10:40 AM – 11:40 AM Learning Sessions:

To Bank or Not to Bank: Compliance Considerations
When Deciding Whether or Not to Bank the Cannabis
Industry


Laurel Sykes 
SVP, Chief Risk Officer
Montecito Bank & Trust
Guest Banker (TBD)

California’s New Consumer Privacy Act and
Its National Impact


Kevin Gould
SVP, Director of Government Relations
California Bankers Association
Co-Presenter: TBD

How to Assess and Influence Culture at Your Bank

Jeremy Gray 
SVP, Director of Credit Administration & Compliance
Rock Canyon Bank
11:40 AM – 1:00 PM Lunch and Time to Visit Partners
11:45 AM – 1:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)
1:00 PM – 2:15 PM Peer Exchange Sessions – Bankers & Directors Only
2:00 PM – 2:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
2:15 PM – 2:45 PM Refreshment Break in Marketplace
2:45 PM – 3:45 PM Learning Sessions:

Unconventional Wisdom to Grow Core Deposits

Sean Payant
Chief Consulting Officer
Haberfeld

Cost-Effective and Practical Uses for Artificial Intelligence
and Transformational Technologies in
Community/Regional Banks


Shawn Stewart
Partner
Grant Thornton LLP

Using M&A to Solve the Deposit Dilemma in an
Era of Rising Interest Rates


Andrew O’Keefe
Director, Mergers and Acquisitions
Invictus Group
4:00 PM – 5:30 PM WBA Island Games
5:30 PM Evening Open For Vendor Dinners
Monday, March 11
7:15 AM – 3:30 PM Registration Open                                                          
7:15 AM – 3:30 PM Marketplace Open
7:15 AM – 8:15 AM Breakfast in Marketplace
8:15 AM – 9:25 AM General Session

Maximize Gen Y ROI:
Attract, Engage, and Retain Top Millennials


Aaron McDaniel
Corporate Manager & Author
Velocity Capital Group
9:00 AM – 3:00 PM Guest Program – Pineapple Plantation
9:25 AM – 9:35 AM Refreshment Break
9:35 AM – 10:35 AM Learning Sessions:

Increasing Non-Interest Income:
Key Questions and Hard Truths


Jason Lesteberg
Regional Director of Sales
Shazam

Fintech for Community Bankers 3.0

Josh Juergensen 
Principal
CliftonLarsonAllen

Neil Falken
Principal
CliftonLarsonAllen

Recruiting Quality Director Talent

Gayle Appelbaum
Partner
McLagan
10:35 AM – 10:45 AM Transition Break
10:45 AM – 12:00 PM General Session

The Dark Web: An Overview and Tour

Jim Baird
Director of Information Security, IT Auditor
10-D Security
12:00 PM – 1:20 PM Lunch in Marketplace
1:20 PM – 2:20 PM Learning Sessions:

M&A Market Realities Panel

Moderator:
Ernie Panasci
Partner
Stinson Leonard Street

Panelists:
Aaron Axton
Principal 
Keefe, Bruyette & Woods, Inc.

Tullus Miller
National Practice and Group Leader – Financial Services
Moss Adams

David Sandler
Partner
Sandler O’Neill & Partners, LP

The Bank Executive Guide to the
Cybersecurity Dilemma


Steve Sanders 
VP of Internal Audit
Computer Services, Inc.

Are You Prepared for the Next Recession?

Edward Schreiber
EVP, Chief Risk Officer
Zions Bancorporation
2:20 PM – 2:30 PM Transition Break
2:30 PM – 3:30 PM Peer Exchange Sessions – Bankers & Directors Only
2:30 PM – 5:00 PM Mid-Sized & Community Bank Meeting
  Pool & Leisure Time, Evening Open for
Vendor Dinners
Tuesday, March 12
7:30 AM – 3:30 PM Registration Open                                                          
7:30 AM – 2:15 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast in Marketplace
8:30 AM – 10:00 AM Registered Guests Networking Breakfast
8:30 AM – 9:35 AM General Session

Regulatory Panel

Panelists:
Kathy Moe
Regional Director
Federal Deposit Insurance Corporation

Tracy Basinger
EVP, Head of Supervision
Federal Reserve Bank of San Francisco

Kay Kowitt
Deputy Comptroller, Western District Office
Office of the Comptroller of the Currency
9:35 AM – 9:50 AM Refreshment Break
9:50 AM – 10:50 AM General Session

Leadership 2019: Incorporating the Next Generation
into Your Culture


Eric Swenson
Managing Director 
RSJ/Swenson, LLC
10:50 AM – 11:00 AM Transition Break
11:00 AM – 12:00 PM Learning Sessions

The Role of Cryptocurrencies and
Blockchain Technology in Banking


Joel Cook 
Principal
Aldrich & Bonnefin, PLC

Navigating the Storm: Disaster Contingency and
Post-Event Strategies


Laurel Sykes
SVP, Chief Risk Officer
Montecito Bank & Trust

How to Develop and Maintain a Healthy Risk
Appetite


Dev Strischek
Principal
Devon Risk Advisory Group
12:00 PM – 1:00 PM Lunch & Exhibitor Prize Drawings in Marketplace
1:00 PM – 2:00 PM Peer Exchange Sessions – Bankers & Directors Only
2:00 PM – 2:15 PM Refreshment Break in Marketplace 
(Last Chance to Pick-Up Prizes)
2:15 PM – 3:30 PM Closing General Session & Bank of the Year Award

Full Speed Ahead

Vince Poscente
Olympic Athlete, Motivational Keynote Speaker, and Author
3:30 PM – 5:00 PM Pool & Leisure Time
5:00 PM – 8:00 PM Farewell Reception & Dinner
Wednesday, March 13
11:00 AM – 4:00 PM Whale Watching Charter