Agenda

Agenda
Friday, February 28, 2020
10:00 AM – 1:00 PM WBA Executive Committee Meeting (Invite Only)
1:15 PM – 2:45 PM WBA Board of Directors Meeting (Invite Only)
3:00 PM – 5:00 PM Registration Open
3:30 PM – 5:00 PM Banker Benefits Board Meeting (Invite Only)
5:30 PM – 8:00 PM Board Reception & Dinner (Invite Only)
Saturday, February 29, 2020
7:00 AM – 3:00 PM Registration Open
(*Must pickup baseball game ticket prior to 1:00 PM)
7:00 AM – 1:00 PM Golf Tournament
 - Continental Breakfast: 7:00 AM 
 - Shotgun Start: 8:00 AM
9:00 AM – 2:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)                  
1:10 PM – 5:00 PM Spring Training Baseball Game at Salt River Field:
Los Angeles Dodgers vs. Colorado Rockies

(*Transportation not provided by WBA)
(**Please pick up your tickets at the registration desk
before leaving for the game)
Sunday, March 1, 2020
8:00 AM – 3:30 PM Registration Open                                                          
8:00 AM – 9:00 AM One-on-One Meetings with Regulators 
(By Appointment Only)
9:00 AM – 10:30 AM Welcome & Opening General Session

It’s Your Ship

Mike Abrashoff
Naval Commander
Leadership & Teamwork Expert
10:30 AM – 1:15 PM Marketplace Open
10:30 AM – 11:00 AM Refreshment Break
11:00 AM – 12:00 PM Learning Sessions

Learning Session #1

Technology’s Role in Growing the
Community Bank of the Future


George Leis 
President 
Montecito Bank & Trust

Dan O’Malley 
Founder & CEO 
Numerated


Learning Session #2

Capital Planning:
Much More Than an Adequacy Exercise


Gary Svec, CPA
Managing Director
Performance Trust Capital Partners, LLC


Learning Session #3

A Great Place to Work: At the Intersection of
Communication, Culture, Leadership, and Talent


Eric Swenson
Managing Director
RSJ/Swenson LLC
11:30 AM – 1:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)
12:00 PM – 1:15 PM Lunch
1:15 PM – 2:30 PM General Session

Economic Update

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara
2:00 PM – 2:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
2:30 PM – 2:45 PM Afternoon Refreshment Break
2:45 PM – 3:45 PM Learning Session

Confessions of a CEO
CEO – Board Relationship and Board Effectiveness


David Taber
Founder
David Taber Consulting
4:00 PM – 5:30 PM Welcome Reception & Marketplace Open
Monday, March 2, 2020
7:00 AM – 3:30 PM Registration Open                                                          
7:30 AM – 3:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast in Marketplace
8:30 AM – 9:30 AM General Session

Regulatory Panel

Kathy Moe
Regional Director
Federal Deposit Insurance Corporation (FDIC)

Kay Kowitt
Deputy Comptroller Western District
Office of the Comptroller of the Currency (OCC)

Joe Lozano
Vice President, Regional Institutions​
Federal Reserve Bank of San Francisco (FRBSF)
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Learning Sessions

Learning Session #1

Upside Down Thinking on Efficiency:
Changing Priorities to Drive Results


David Furnace
Chief Executive Officer
Haberfeld Associates


Learning Session #2

Scenario Planning, M&A, & Strategic Options:
The New Defensive Playbook


Adam Mustafa
Chief Executive Officer and Co-Founder
Invictus Group​


Learning Session #3

Why You Should Audit Your Culture and
How to Get Started


Steve King
Principal
Wolf & Company, P.C.
10:30 AM – 3:30 PM Optional Activity: A Taste of Old Town Scottsdale
11:10 AM – 12:15 PM General Session

Banking Cannabis with Eyes Wide Open (Panel)

- Chris Cook, Chief Relationship & Compliance Officer,
Co-Founder​, StandardC
- Richard Laiderman, Co-Founder & Board Chair, StandardC
- Erin Gore, CEO & Founder, Garden Society
- Teveia Barnes, Independent Director, StandardC

Arnold Grisham​, Consultant
12:15 PM – 1:30 PM Lunch
1:30 PM – 2:30 PM Learning Sessions

Learning Session #1

Son Of A Breach! Cyber Incident Response Insights,
Planning and Best Practices From
Bank Industry Experts


- Sean Hoar, Partner & Chair,
      Lewis Brisbois Bisgaard & Smith LLP
- Peter Marchel, Esq., President & CEO,
      Marchel & Associates Risk Consulting
- Casey Boggs, President, ReputationUs


Learning Session #2

Model Risk Management in an Evolving World

Mike Cohn
Principal
Wolf & Company, P.C.


Learning Session #3

Recent Developments in Bank Corporate Governance

Shawn Turner
Partner
Holland & Knight

James Hale
Director
Bank of Marin​, ACI Worldwide, and Mitek Systems​
2:30 PM – 3:30 PM Dedicated Marketplace Time
3:00 PM – 5:00 PM Midsized Bank Council Meeting
3:00 PM – 5:00 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Tuesday, March 3, 2020
7:00 AM – 4:00 PM Registration Open                                                          
7:00 AM – 8:30 AM AMAC Meeting (Invite Only)
7:30 AM – 1:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

A Washington Perspective

Laurie Stewart
Chair
American Bankers Association

James Ballentine
Executive Vice President of
Congressional Relations & Political Affairs

American Bankers Association

Moderated by:
Kevin Gould
SVP & Director, Government Relations
Western Bankers Association
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Peer Exchange Sessions – Bankers & Directors Only
11:10 AM – 12:15 PM Learning Sessions

Learning Session #1

Planning for Succession:
Creating a Robust Pipeline for Organizational Success


Kathy Baron
Vice President
Pearl Meyer

Greg Swanson
Managing Director
Pearl Meyer


Learning Session #2

The Battle for Deposits:
Firepower Through Data and Digital


David Catalano 
SVP, Business Development Manager 
Baker Hill

Tim Keith 
Chief Marketing Strategist, Analytics & Marketing 
Baker Hill


Learning Session #3

Streamlined ALCO:
Best Practices for Allocating Time & Resources


Brian Heim 
Principal Member
IRR-analytics, LLC
12:15 PM – 1:30 PM Lunch & Exhibitor Prize Drawings in Marketplace
1:00 PM – 3:30 PM Guest Activity: Wine & Painting Class
1:30 PM – 2:30 PM General Session

Better Than Before: How to Make Digital Banking
More Personal & Meaningful Than Banking
in the Branch … By Using Your People in the Branch


Lee Wetherington
Director of Strategic Insight
Jack Henry & Associates, Inc.
2:30 PM – 2:45 PM Refreshment Break
2:45 PM – 4:00 PM Closing General Session

On Fire: Choices to Ignite a Radically Inspired Life

John O’Leary
Inspirational Speaker & Author
4:00 PM – 5:00 PM Leisure Time
5:00 PM – 8:00 PM Farewell Reception & Dinner
Wednesday, March 4, 2020
10:00 AM – 3:00 PM Optional Activity: Salt River Rafting Tour