Directors Conference

Hotel

Hotel and Accommodations

Monarch Beach Resort
One Monarch Beach Resort 
Dana Point, CA 92629
(800) 722-1543
(949) 234-3900

Hotel accommodations can be made online here or by calling the Monarch Beach Resort reservations department at (949) 234-3460. Please mention Western Bankers Association, WBA to receive the special group rate. The WBA rate is starting at $279/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date is Monday, September 9, 2019. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Agenda

Agenda

Wednesday, October 9
12:00 PM – 6:00 PM Registration Open
1:00 PM – 2:30 PM Opening Remarks & General Session

Winning Through Change:
How to See Change as an Opportunity


Roger Crawford
Athlete, Speaker, Author
2:30 PM – 3:00 PM Refreshment Break
2:30 PM – 6:00 PM Marketplace Open
3:00 PM – 4:30 PM Peer Exchange Sessions
4:30 PM – 6:00 PM Welcome Reception                                         
Thursday, October 10
7:00 AM – 4:00 PM Registration Open
7:30 AM – 3:00 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

Planet of the Apps: The Evolving Battle for Customers and Cross-Selling in a Mobile World

David DeFazio
Partner
Strategy Corps., LLC
9:40 AM – 10:40 AM Learning Session

Best Practices for Boards Managing Crisis

Christopher Landon Brown
Senior Managing Director
FTI Consulting

Jaco Sadie, CPA, CA(SA), CFF, CFE
Senior Managing Director
FTI Consulting
  Learning Session

How to Comply with a Women on Board Mandate and Improve Director/Board Effectiveness

Larry Cabaldon
Chief Executive Officer
Board Performance Group
10:40 AM – 11:00 AM Refreshment Break
11:00 AM – 12:00 PM Learning Session

Navigating Today’s Environment: What Directors Need to Know About Corporate Governance, Pitfalls, Best Practices, and Shareholder Expectations

Gayle Appelbaum
Partner
McLagan
  Learning Session

Anatomy of a Cyber Attack: Vulnerabilities, Hackers, and the Dark Web

Mike Kirby
Head of Managed Risk and Security Services 
FIS
12:00 PM – 1:00 PM Lunch
1:15 PM – 2:30 PM General Session

Economic Update

Dr. Robert Kleinhenz
Economist, Executive Director of Research
Beacon Economics, LLC
2:30 PM – 3:00 PM Afternoon Break
3:00 PM – 4:00 PM General Session

Solving the Deposit Dilemma and Maximizing Shareholder Value With M&A

Adam Mustafa
President & CEO
Invictus Group
4:00 PM – 5:30 PM Reception
Friday, October 11
7:00 AM – 11:30 AM Registration Open
7:30 AM – 8:30 AM Marketplace Open
7:30 AM – 8:30 AM Networking Breakfast
8:30 AM – 9:30 AM Learning Session

Balance Sheet Strategy: What Board Members & Senior Management Should Know in Any Environment

Scott Hildenbrand
Principal & Balance Sheet Strategist
Sandler O’Neill + Partners, LP
  Learning Session

Capitalizing on the Green Rush: Effectively Banking MRBs

Ernie Panasci
Partner
Stinson LLP
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:30 AM General Session

The Evolution of the Branch in Today’s Digital World

Joe Sullivan
Chief Executive Officer
Market Insights, Inc.
Speakers

Roger Crawford
Athlete, Speaker, Author

Sports Illustrated has acknowledged Roger Crawford as “one of the most accomplished physically challenged athletes in the world,” in recognition of his extraordinary athletic achievements. After realizing tremendous success as a Division 1 athlete, he took his talents to center stage and became a motivational speaker. Roger has been inducted into the National Speakers Association Hall of Fame in recognition of his professional speaking success. He is also a bestselling author whose books have been translated into 17 different languages.

Speakers

David DeFazio
Partner
Strategy Corps., LLC

David DeFazio is a partner at StrategyCorp, a firm specializing in strategic advisory services to organizations operating in highly regulated environments. He speaks nationwide about innovations in retail and mobile banking, product and customer profitability, and bank marketing. He has extensive financial services experience and continues to have a passion for exploring the intersection of data, marketing, and technology.

Speakers

Dr. Robert Kleinhenz
Economist, Executive Director of Research
Beacon Economics, LLC

Robert Kleinhenz is the economist and executive director of research at Beacon Economics, LLC and one of California’s leading economists. He is a much sought-after specialist for his deep knowledge of the California and U.S. economies and their industries. In his work, Dr. Kleinhenz produces a wide variety of economic forecasts, impact studies, and public policy analyses. Some of his recent projects have included spearheading an economic impact analysis for the City of Los Angeles’ 2024 Olympic bid and policy research related to California’s growing demand for housing.

Speakers

Adam Mustafa
President & CEO
Invictus Group

Adam Mustafa is president and co-founder of the Invictus Group. He has been providing strategic analytics, M&A and capital adequacy advisory services to banks, regulators, bank investors, and bank D&O insurers since the beginning of the financial crisis. Adam has overseen the design and implementation of BankGenome™, the data-driven intelligence network that powers the Invictus Group’s suite of customized M&A, CECL readiness, capital stress testing, and strategic planning systems for community banks.

Speakers

Joe Sullivan
Chief Executive Officer
Market Insights, Inc.

Joe Sullivan is the CEO and founder of Market Insights, Inc., a consulting firm with expertise in market analysis, delivery system planning, strategic planning, branding, marketing and culture transformation. As a consultant, author, and professional speaker with more than 25 years of experience, the themes of growth, innovation and motivation can be found throughout Joe’s work. Joe’s passion, energetic style, and practical approach engages his audiences and consistently makes him a top-rated speaker.

Sessions

Winning Through Change: How to See Change as an Opportunity

Constant change is here to stay, and depending on how we view it, it can be overwhelming or an opportunity. For organizations to win through change, they must continually adapt, transform, and reinvent. As a result, “We have always done it that way” is no longer a viable philosophy for long-term success.

Sessions

Planet of the Apps: The Evolving Battle for Customers and Cross-Selling in a Mobile World

Waning customer loyalty: it’s why Venmo, Acorns, Square, and PayPal are now offering debit cards to their users, enticing customers with a new place to keep their funds instead of a checking account at a traditional banking provider. In this timely session, you’ll hear about ongoing research that reveals how consumer purchase behaviors and changing attitudes about traditional banking products have created an opening for digital trendsetters to reimagine how financial services can work in a modern world.

Sessions

Economic Update

Join Dr. Kleinhenz, one of California’s leading economists, as he explores areas fundamental to the banking industry such as economic forecasts, impact studies, and public policy analyses.

Sessions

Solving the Deposit Dilemma and Maximizing Shareholder Value With M&A

The banking changes in the last nine years have been dramatic, fast and fluid, leaving community banks with out-of-sync balance sheets. The deposit dilemma is leading to curtailed growth, margin compression, liquidity stress, or any combination of these challenges. M&A is the only solution. In this timely session, learn how to use M&A with the right analytics, techniques that are essential and usable for banks of any size that want to solve the deposit dilemma. 

Sessions

The Evolution of the Branch in Today’s Digital World

No one can say with absolute certainty what banking will look like in the future. But trends in technology and consumer behavior make it clear that bank branches must evolve if they are to remain a profitable channel for customer engagement and revenue generation. This session will explore the shifting role of the branch and outline a data-based methodology for determining the speed and scope of branch evolution. The position of the branch in an overall delivery strategy must change, but the scope and pace of that change should be guided by local data points.

Sessions

Best Practices for Boards Managing Crisis

The potential for crisis looms for every corporate board in the form of potential fraud, cyberattacks, litigation, or negative public attention that can occur unexpectedly at any time. In this session, learn best practices for corporate board members dealing with crisis that help ensure risk is managed appropriately from discovery to resolution.  Managing crisis appropriately mitigates cost, damage to reputational risk, and can leave a board strongly positioned to defend its actions to external stakeholders.

Sessions

How to Comply with a Women on Board Mandate and Improve Director/Board Effectiveness

Since boards need new talent and women have been waiting patiently for their rightful seat at the board table, the new California mandate for women on boards creates great opportunities and challenges. Learn how to use this mandate to refresh and invigorate your board and bank, and explore for the five steps to ensure diversity and improve board effectiveness. This session includes a mock board demonstration.

Sessions

Anatomy of a Cyber Attack: Vulnerabilities, Hackers, and the Dark Web

Watch as this presentation dissects a cyber attack, breaking down possible points of entry, the security layers needed at those entry points, and what to do if the bad actors breach your system anyway. FIS will share examples of various incidents they have heard about from institutions along with their attack anatomies, including DDoS attacks, endpoint/device threat and infection management, social engineering attempts, phishing campaigns, and more. Banks need to understand how malicious actors are getting in, what they are looking to accomplish, how to stop them, and how to blacklist them.

Sessions

Balance Sheet Strategy: What Board Members & Senior Management Should Know in Any Environment

Given the challenging rate environment and mounting competitive pressures, banks must have a firm understanding of all the on- and off-balance sheet tactics that can protect earnings and capital while creating franchise value. Explore ways your bank can identify your exposure to interest rates, structurally higher funding costs, regulatory changes, capital considerations, and accounting implications. Discussions will include how management teams can evaluate and communicate strategies that will address these exposures.

Sessions

Capitalizing on the Green Rush: Effectively Banking MRBs

In this session, learn how a bank can effectively enter the MRB space with policies, procedures, and the use of specific technologies to meet regulatory compliance requirements. Attendees will gain insights into policies, procedures, risk assessments, regulator communications, fee schedules for taking the risk, and the speaker’s personal experiences in establishing a program in 2014 at a commercial bank that is still banking MRB’s with its regulators’ knowledge and oversight.

Pricing

Pricing

Pricing For Through 9/9/2019 After 9/9/2019
WBA Bank  Member $995 $1,095
Bank Non-member $1,595 $1,595
WBA Associate Member $2,500 $2,500
WBA Season Pass Holder $995 $995
Guest Fee $395 $395

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Wednesday, September 25, 2019. No refund if cancellations are received after Wednesday, September 25, 2019. Substitutions welcomed.

CPE Credits

CPE Credits

The 2019 Directors Conference has been granted 10 CPE Credits. The Western Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Rosemary Mignano, Senior Manager of Sponsor, Exhibitor & Affiliate Member Development at rmignano@westernbankers.com or (916) 438-4435.

Why sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to WBA member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with bank executives
  • Support the Western Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry