2018 Women in Banking Forum
Paradise Point Resort & Spa • San Diego, CA

Education Seminar National Registry of CPE Sponsors

From junior officers to executive level decision-makers, the Women in Banking Forum delivers the practical tools and tactical strategies necessary for today’s accomplished professionals. Women bankers from multiple levels will come together at the Paradise Point Resort & Spa to explore the primacy of purpose in ways that are both inspiring and empowering.

2017 Women in Banking Forum highlight video

Engage with us on social media by using #wibwomen2018

Make your hotel room reservations today by clicking here. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date is Monday, April 23.

Hotel Information

Paradise Point Resort & Spa
1404 Vacation Road
San Diego, CA 92109
Phone: (858) 274-4630
Reservations: (800) 344-2626

WIB has arranged a special room rate of $199 per room per night plus taxes and other fees.

To reserve your room, please click here or contact the hotel’s reservations department at (800) 344-2626. In order to receive the special group guestroom rate, please mention that you are attending the  2018 Women in Banking Forum.

Passport to Paradise Fee: Daily resort fee has been completely waived (normally $32), which includes:

  • High speed wireless and hard-wired internet access in guest rooms
  • Domestic phone calls in guest rooms
  • Unlimited access to the Fitness Center
  • Basketball
  • Tennis
  • Ping Pong
  • Croquet
  • Horseshoes
  • Bocce Ball

Overnight Rate: Parking fee has also been waived (normally $38 per car, per night)

Please Note: Reservations must be made prior to the “cut-off” date of Monday, April 23, 2018.


Wednesday, May 30

4:00 p.m. – 6:00 p.m.

Reception w/Cocktails & Hors d’oeuvres

Paradise Terrace, Paradise Point Resort

Thursday, May 31

8:00 a.m. – 4:00 p.m.

Registration Open

8:00 a.m. – 8:30 a.m.

Continental Breakfast

8:30 a.m. – 8:45 a.m.

Icebreaker TBD

8:45 a.m. – 8:55 a.m.

Welcome and Introductions

8:55 a.m. – 10:00 a.m.

Opening Keynote - Four Strategies to Up Your Game
Meridith Elliott Powell

10:00 a.m. – 10:30 a.m.

Refreshment Break & Book Signing with Meridith Elliott Powell

10:30 a.m. – 11:30 a.m.

Adding Value in 2018: Privacy and Data Security in the Financial Services Industry
Stacey Garrett, Keesal, Young & Logan, P.C.

11:30 a.m. – 12:30 p.m.

Lunch and Pay It Forward Initiative:

Jess Ekstrom, Founder & CEO

Headbands of Hope

12:30 p.m. – 1:30 p.m.

Uncovering ROI: How Underutilized Human Capital Can Generate New Revenue
Chris Petersen, Chief Revenue Officer, Q2

1:30 p.m. – 1:35 p.m.

Transition Break

1:35 p.m. – 2:45 p.m.

Idea Exchange

2:45 p.m. – 3:00 p.m.

Refreshment/Dessert Break

3:00 p.m. – 4:00 p.m.

Leaping Into Leadership
Emily Hollis, CEO, ALM First Financial Advisors

4:00 p.m.

Program Concludes; Informal Gatherings

Scheduled Speakers

Meridith Elliott Powell
Keynote Speaker & Business Growth Expert

Voted one of the top 15 growth experts to watch by Currency Fair, Meridith Elliott Powell is an award-winning author, keynote speaker, and business strategist. With a background in corporate sales and leadership, her career expands over several industries including banking, healthcare, and finance. Meridith worked her way up from an entry-level position to earn her seat at the C-suite table. She is a Certified Speaking Professional, a designation held by less than 12 percent of professional speakers, and she is a member of the prestigious Forbes Coaching Council. In her highly engaging keynote sessions, Meridith shows her audiences real-life strategies to attract more business, retain top talent, and leap into position to win in this new economy.


Stacey Garrett
Attorney, Garrett, Keesal, Young & Logan, P.C

Stacey Garrett is a shareholder of Keesal, Young & Logan, P.C. For 26 years, she has successfully represented financial institutions and securities broker-dealers across the nation. Stacey also leads her firm’s cybersecurity and privacy law practice. She is certified by the International Association of Privacy Professionals in the area of U.S. privacy law (CIPP/US) and European Union privacy and data protection law (CIPP/E). Stacey is admitted to practice before the U.S. Supreme Court and all states in California and Nevada and has been named a Southern California “Super Lawyer” by Los Angeles Magazine since 2005.


Chris Petersen
Chief Revenue Officer, Q2 

With more than 30 years of experience as a market leader building strategic partnerships with financial institutions, Chris Petersen brings a wealth of knowledge to her position as chief revenue officer of Q2. She began her career in financial technology sales and now demonstrates exceptional performance in all areas of sales and client management for emerging and groundbreaking technology solutions. She is focused on helping financial institutions identify new ways to connect with their communities, drive revenue, engage with customers, and create new strategic growth opportunities.


Emily Hollis
CEO, ALM First Financial Advisors

Emily Hollis has served as a principal of ALM First Financial Advisors since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 250 financial institutions representing more than $220 billion in assets. A well-known figure in the investment community and a renowned expert in asset liability management, Emily is a popular speaker at industry functions and is a reoccurring contributor to industry publications such as Western Banker.

Session Descriptions

Four Strategies to Up Your Game
Presented by Meridith Elliott Powell

Success today requires a new set of skills and a different set of strategies to get ahead. The current marketplace and savvy clients demand more: relationship building, communication, and collaboration. In this high-powered keynote, attendees will leave feeling empowered, engaged with their intrinsic abilities, and truly ready to up their game!


Adding Value in 2018: Privacy and Data Security in the Financial Services Industry
Presented by Stacey Garrett

Women can demonstrate leadership in their organization at every level by being aware of and informed about emerging laws, regulations, and trends that affect the financial services industry. Gain a comprehensive understanding of privacy and data security while adding value to organizations, teams, and professional brands.


Uncovering ROI: How Underutilized Human Capital Can Generate New Revenue
Presented by Chris Petersen

Current and emerging female leaders are a growing segment of the financial services industry; concurrently, younger generations are looking for forward-thinking organizations where they’ll be able to build meaningful careers. Learn how to utilize human capital to its fullest, nurture talent, and bridge employee engagement with brand stewardship.


Leaping Into Leadership
Presented by Emily Hollis

In the mid-1980s, Emily Hollis was a professional ballet dancer who went back to school to prepare herself for the finance world. Listen to the challenges Emily overcame to start her own financial advisory company and the skills it took to stand out and become successful in a male-dominated industry.

Registration Information

Early Bird Registration (before May 4, 2018)

WBA Member Bank                                $395


Regular Registration

WBA Member Bank (after May 4, 2018) $595
Non-Member Bank $795
WBA Affiliate Member $795

Cancellation Policy

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. If the request is received by May 4, 2018, the full registration fee will be refunded and 50 percent if by May 18, 2018. No refunds will be provided after May 18, 2018. Registrations made on or after May 18, 2018 are not subject to refund.


Women bankers – junior officers to senior executives

Discounts Available

Purchase a Table
Reserve your own table of 8 bankers for almost half the regular registration rate. Please contact WIB’s Senior Manager, Professional Development, Glenn Younger, at gyounger@westernbankers.com for more information.

Group Pricing *
If you have three (3) or more registrants from your bank there is a discount of $50 per person. Please use the code WOMEN18 when registering using the registration form. In order to take advantage of this discount, please fill out the registration form and send in to Glenn Younger at gyounger@westernbankers.com. 

 NOTE: Discounts cannot be combined but can be used in conjunction with early-bird pricing. 


Is Group Pricing Available For This Program?

Yes. If you have three (3) or more registrants from your bank there is a discount of $50 per person. You may also reserve your own table of 8 bankers for almost half the regular registration rate. If you have any questions, please contact Glenn Younger, at gyounger@westernbankers.com or (916) 438-4433.

Is There a Room Block Available?

Yes. CBA has arranged a special room rate of $199 per night plus a discounted resort fee of $16 per room, per night (normally $32), and other taxes.

To reserve your room by phone please contact the Hotel’s Reservations Department at (800) 344-2626. In order to receive the special group guestroom rate, please mention that you are attending the California Banker’s Association’s 2018 Women in Banking Forum.

Is there a hashtag for the Forum?

Yes. Engage with us on social media by using #wibwomen2018

Please Note: Reservations must be made prior to the “cut-off” date of Monday, April 23, 2018.

Program Objectives

The purpose of the forum is to support the development of women leaders in the banking community. To help achieve this outcome, we have developed the following objectives for our participants:

  • Obtain executive perspectives on the impact of current trends in the banking industry.
  • Access tools to better negotiate in today’s business world.
  • Determine best practices for managing up, down, and laterally across the organization. 
  • Identify appropriate steps for career advancement.
  • Provide opportunities for career development, mentoring, recognition, and a deeper sense of inclusion with others within the bank and the industry.

Credit Information

Program Level: All Levels

Prerequisites: None

Advance Preparation: None

Method of Presentation: Group – Live (Lecture, Discussion, and Case Study)

Recommended CPE Credits: 6.0 Hours Maximum
(Estimated 4.0 Personal Development, 1.0 Business Management and Organization, and 1.0 Communications)
Sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit.  One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.  Please note that not all state boards have adopted this rule.  Some participants may not be able to use one-half credit increments.

Sponsorship Information

If you are interested in sponsoring this event, contact the WBA events staff: Rosemary Mignano 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