Bank Counsel Seminar

Overview

2020 Bank Counsel Seminar
Virtual Conference • Online
October 14, 2020

One Registration Fee, Unlimited Attendees per Organization

WBA is pleased to present the Bank Counsel Seminar on October 14, 2020. This one-day virtual event will provide in-depth updates and analysis of critical topics impacting the banking industry including: federal stimulus programs, California Consumer Privacy Act, COVID-19 related employment issues, technology opportunities and challenges as well as bank operations.

Download Registration Form Here
And Please Email to 
registrations@westernbankers.com.​

Agenda

Agenda

Wednesday, October 14
9:00 AM – 10:00 AM

CA MCLE 1.0 Hour
LIBOR, CARES Act, PPP: What You Need to Know Today

Joel Cook
Principal
Aldrich & Bonnefin, PLC

Victor Liang
Counsel
Morrison & Foerster LLP
10:00 AM – 11:00 AM

CA MCLE 1.0 Hour
CCPA: Where Are We Now? Where Are We Going?

Nicholas Adams
Senior Counsel
Bank of the West

Robert Olsen
Principal
Aldrich & Bonnefin, PLC
11:00 AM – 11:15 AM Break
11:15 AM – 12:15 PM

CA MCLE 1.0 Hour
Building the Digital Bank: New Technologies and Key Challenges

Marina Gracias
General Counsel and Corporate Secretary
Varo Money

Hisham Salama
EVP, Chief Digital Officer
Bank of the West
12:15 PM – 12:30 PM Presentation of the Almon McCallum and Robert Frandzel Awards
12:30 PM – 1:30 PM Lunch Break
1:30 PM – 2:30 PM

CA MCLE 1.0 Hour
Employment Law Issues for 2020

Jahmal Davis
Partner
Hanson Bridgett LLP

Steve Ganotis
VP & Associate General Counsel
First Republic Bank
2:30 PM – 3:30 PM

CA MCLE 1.0 Hour
Bank Operations Update: Ted and Keith’s Excellent Adventure

Ted Kitada
Senior Company Counsel
Wells Fargo Bank

Keith Forrester
Principal
Aldrich & Bonnefin PLC
3:30 PM Program Adjourns
Speakers

Joel Cook
Principal
Aldrich & Bonnefin, PLC

Joel Cook became a principal of Aldrich & Bonnefin, PLC in January 2018, having joined the firm as an associate in 2011. Mr. Cook is part of the firm’s Corporate Practice Group, specializing in corporate and commercial lending matters.

Speakers

Nicholas Adams
Senior Counsel – Data Protection & Privacy
Bank of the West

Since 2018 Nick has been Senior Counsel in charge of Data Protection and Privacy at Bank of the West. Before that, he was with Akin Gump Strauss Hauer & Feld for over 10 years, and clerked with the US Department of Justice. After graduating from Bowdoin College, Nick received his J.D. from the University of Virginia Law School. Last year, he received a certificate as a Digital Lawyer from Assas University in Paris,

Speakers

Robert K. Olsen
Principal
Aldrich & Bonnefin

Robert Olsen is a principal of Aldrich & Bonnefin, PLC. He associated with the firm in January 1996 and became a shareholder in 1999. Mr. Olsen is head of the firm’s Consumer Practice Group. He specializes in consumer regulatory compliance, financial privacy, fair lending and other financial regulatory matters.

Speakers

Hisham Salama
EVP, Chief Digital Officer
Bank of the West

As Executive Vice President, Chief Digital Officer at Bank of the West, Hisham Salama is focused on creating customer experiences which drive adoption, leading to increased satisfaction, engagement and profitability. He is responsible for developing strategies and initiatives that further strengthen Bank of the West’s digital platforms and continue to deliver best-in-class products and solutions to customers.

Speakers

Jahmal Davis
Partner
Hanson Bridgett LLP

Jahmal chairs the labor and employment section at Hanson Bridgett. He is a trial lawyer who specializes in employment law, representing public and private employers in state and federal employment litigation. His litigation and trial work encompasses all aspects of employment-related claims, including discrimination, harassment, whistleblower, retaliation and wrongful termination. Jahmal also has significant experience assisting clients with respect to state and federal wage-and-hour laws.

Speakers

Ted Teruo Kitada
Senior Company Counsel
Wells Fargo

Ted Teruo Kitada is a senior company counsel in the legal department of Wells Fargo Bank, National Association, providing advice and guidance on many payment matters, including primary payment systems (wire transfers, checks, ACH, and prepaid and debit cards); deposit services and products; bank operations; Check 21; image exchange arrangements; mobile banking; electronic banking; unclaimed property; and compliance with a variety of state and federal laws and regulations relating generally to bank deposits and operations.

Speakers

Keith Forrester
Principal
Aldrich & Bonnefin

Mr. Forrester is a principal of Aldrich & Bonnefin, PLC, specializing in all areas of banking operations, including negotiable instruments, electronic banking, payment systems, new accounts, legal processes, California and Federal laws on financial privacy, funds availability rules and Bank Secrecy Act compliance. He is admitted to the United States District Courts for the Central, Eastern and Southern Districts of California.

Sessions

CCPA: Where Are We Now? Where Are We Going?

The California Consumer Privacy Act (CCPA) became effective January 1, 2020, but has been in a state of flux since then, due to the delayed issuance of regulations by the California Attorney General and the prospect of a ballot measure, the California Privacy Rights Act of 2020 (CPRA). Final CCPA regulations were issued effective August 14, and the CPRA will appear on the November ballot as Proposition 24; if approved by the voters, the CPRA will supplement and supersede the CCPA. This panel will discuss where these developments leave banks now, and in the near future.

Sessions

Building the Digital Bank: New Technologies and Key Challenges

Banking institutions are under pressure to rapidly build digital platforms that can compete with fintechs and changing customer demographics. We will hear how a start-up company built a fully digital bank from the ground up and how an established commercial bank is moving ahead with its digital transformation. Our panelists will discuss the challenges in building a digital platform that enhances the customer experience and engagement and how new technologies, such as artificial intelligence, block chain and biometrics, can speed customer due diligence and authentication, onboarding and transaction processing.

Sessions

Employment Law Issues for 2020

The unprecedented events of 2020 have brought new aspects to not-so-new employment legal issues. The pandemic have compelled financial services firms to address new questions and approaches around familiar employment law issues such as wage and hour claims, privacy, worker’s compensation, paid family leave, “return to office” requirements, and employee wellness. Panelists will discuss questions, learnings and approaches in regards to employment law as events unfolded this year.

Pricing

Pricing

One Registration Fee, Unlimited Attendees per Organization

Pricing For

Price
WBA Bank Member $250
Law Firm Member $350
Bank Non-Member $350
WBA Member Season Pass Holder $250
Law Firm Non-Member $500