2022 Bank Presidents Seminar Handouts
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Handout links will be available as soon as they are received from speakers


*All times listed below are in local time.

Thursday, January 13, 2022
8:00 AM – 4:30 PM Registration Open 
(Closed during luncheon: 11:30 a.m. – 1:00 p.m.)
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:15 AM Welcome & Opening General Session

Economy: Where do we go from here?
How to Overcome, Adapt and Thrive!

Andrew Busch
Economist; Former CMIO, U.S. Government; Author
10:15 AM – 10:30 AM Refreshment Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

Cryptocurrencies: A Banker’s Friend or Foe?

Scott Goodwin
Wolf & Company, P.C.
  Learning Session #2

Key Cybersecurity Trends in Banking 2022 and Beyond

Mike McWilliams
Reliable IT – Meriplex

Eric Johnson
GNT Solutions/Meriplex

Aaron Biehl
SVP, MSP Operations
Reliable IT – Meriplex
11:30 AM – 1:00 PM Luncheon
1:00 PM – 2:00 PM Learning Sessions
  Learning Session #1

Next Generation Banking: Innovations in Banking Technology

Jamison Sites
Financial Services Senior Analyst


Bennett Moore
Lead Digital Asset Technical Resource

  Learning Session #2

Post Pandemic Liquidity – The Challenges Have Changed
But Don’t Take Your Eye Off The Ball

Mark Haberland
Managing Director
Darling Consulting Group
2:00 PM – 2:15 PM Break
2:15 PM – 3:15 PM Learning Sessions
  Learning Session #1

Understanding Your Banking CORE Relationship and
How to Prepare Your Financial Institution
For Tomorrow Banking Needs and Expectations

Eric Devine

Nick Perfido
Executive Vice President
  Learning Session #2

Value Creation for Privately and Closely Held Community Banks:
A Discussion on M&A and Capital Raising

Andrew Underwood

Managing Director
The Financial Institutions Group​
PNC Capital Markets LLC
3:15 PM – 3:30 PM Break
3:30 PM – 4:30 PM General Session

U.S. and California Economic Outlook​

Chris Thornberg, PhD

Founding Partner
Beacon Economics
5:00 PM – 6:00 PM Reception
6:00 PM – 8:00 PM Dinner & Entertainment
Friday, January 14, 2022
8:00 AM – 12:30 PM Registration Open
7:00 AM – 8:00 AM Breakfast
8:00 AM – 9:00 AM General Session

A Fireside Chat with Seasoned West Coast Acquirers
Moderated by Keefe, Bruyette & Woods
(No Slides)

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

Aaron Axton
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

Joe Gulash
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

David Brager
President and Chief Executive Officer
Citizens Business Bank

Rick Smith
President & CEO
Tri Counties Bank

Clint Stein
President, CEO
Columbia Banking System
9:10 AM – 10:10 AM Learning Sessions
  Learning Session #1

Sales Leadership: The Four We are For

Mark Trinkle

Chief Growth Officer
Anthony Cole Training Group, LLC
  Learning Session #2

Put the Gloves on! Leveraging Customer Data to Maximize NII

Matt Mingenback

10:10 AM – 10:25 AM Refreshment Break
10:25 AM – 11:25 AM Learning Sessions
  Learning Session #1

Anticipation, Economy, Resilience:
Reimagining the Path to Profitable Growth

Chris Stanley
Senior Director – Credit Acceptance Industry Practice Lead

Moody’s Analytics

Laurent Birade
Senior Director – CECL and Credit Lifecycle Industry Practice Lead

Moody’s Analytics

Blake Coules
Senior Director – Commercial Real Estate Industry Practice Lead

Moody’s Analytics
11:25 AM – 11:35 AM Break
11:35 AM – 12:35 PM Closing General Session

The New Cyberthreat Landscape
(No Slides)

Rachel Wilson
Director of Cybersecurity, Morgan Stanley Wealth Management;
Former Head of Counterterrorism Operations, National Security Agency (NSA)
12:35 PM Conference Adjourns