Education Summit & Expo

Agenda

Agenda

 

Sunday, September 23
2:00 p.m. – 4:00 p.m.                       Registration Open
4:00 p.m. – 10:00 p.m. Disneyland Scavenger Hunt and evening open for vendor dinners
Monday, September 24
7:00 a.m. – 5:00 p.m. Registration Open 
7:30 a.m. – 8:30 a.m.  Breakfast Showcases
8:30 a.m. – 10:00 a.m. 

Welcome Remarks, Executive Development Program Graduation Ceremony
& Opening General Session

 

Leading a Culture of Service Excellence
Dennis Snow
Snow & Associates, Inc.​

10:00 a.m. – 11:00 a.m. Dedicated Expo Time with Refreshments
11:00 a.m. – 12:00 p.m.

Learning Tracks:

 

Technology & Operations:
How Smaller Banks Can Overcome Automation Implementation Challenges​

 

CFO & Finance:
Economic & Capital Markets Update

 

Credit & Lending:
Western U.S. Commercial Real Estate Review

 

HR & Training: 
Performance Management Systems & Incentive Plans

 

Marketing:
Deepening Human Connections In an Increasingly Digital World

12:00 p.m. – 1:00 p.m.  Lunch in Expo
1:00 p.m. – 2:00 p.m.

Learning Tracks:

 

Technology & Operations:
Vendor Management: Cybersecurity Operationalization to Regain Control

 

CFO & Finance:
Deposit Gathering Strategies & Liquidity Management

 

Credit & Lending:
EBITDA Doesn’t Spell Cash Flow, but What Does?

 

HR & Training:
The Power of Human Capital

 

Marketing:
Seeing the World Through Your Customer’s Eyes

2:00 p.m. – 2:15 p.m. Dessert Break
2:15 p.m. – 3:15 p.m. Peer Exchange Sessions
3:20 p.m. – 4:20 p.m.

Learning Tracks:

 

Technology & Operations:
The New IT Exam: Are You Prepared?

 

CFO & Finance:
Exploring Changes in the Risk Universe 

 

Credit & Lending:
Flood Insurance

HR & Training:
No More Secrets: Sexual Harassment in the Workplace 

 

Marketing:
Who Are Your Best Customers & How Can You Better Retain Them Through Analytics

4:30 p.m. – 5:30 p.m. General Session

Transforming Communication in the Snapchat Era

Eric Swenson
RSJ/Swenson, LLC

5:30 p.m. – 800 p.m.  Casino Night in Expo
Tuesday, September 25
7:00 a.m. – 5:00 p.m. Registration Open
7:30 a.m. 8:30 a.m.  Breakfast Showcases
8:30 a.m. – 9:30 a.m.  General Session

Removing Barriers to Increase Workplace Productivity
Scott Lesnick
Successful Business Solutions, LLC
9:40 a.m. – 10:40 a.m.

Learning Tracks:

 

Technology & Operations:
Cybersecurity: Stepping Up Your Assurance to Handle Today’s Risk

 

CFO & Finance:
Breaching the Billion Dollar Benchmark: Climbing the Stairs of Internal Controls & Managing 404(b) Sticker Shock

 

Credit & Lending:
No More Theory: Let’s Talk About Estimating & Calculating CECL at a Community Bank

 

HR & Training:
Culture & Leadership: How We Found the Right Tool for Our Bank 

 

Marketing:
Giving Customers What They Want, When They Want It

10:40 a.m. – 10:55 a.m. Refreshment Break
10:55 a.m. – 12:00 p.m. Fintech Showcase
Moderated by Q2
12:00 p.m. – 1:00 p.m.  Lunch in Expo and Exhibitor Prize Drawings
1:00 p.m. – 2:00 p.m.                                             

Learning Tracks:

 

Technology & Operations:
Fintech Panel

 

CFO & Finance:
Let’s Talk Trends: What’s Going on in Community Banking in 2018 That You Should Know

 

Credit & Lending:
Between a Rock & A Hard Place: Is Your Credit Policy Taken for Granite?

 

HR & Training:
Workforce Issues

 

Marketing:
Design Thinking for a Delightful Banking Experience

2:00 p.m. – 2:30 p.m. Dessert Break
2:30 p.m. – 3:50 p.m. Peer Exchange Sessions
4:00 p.m. – 5:00 p.m. General Session

Maximize Gen Y ROI: Attract, Retain, & Engage Top Millennials

Aaron McDaniel
Velocity Capital Group

Wednesday, September 26
7:00 a.m. – 12:30 p.m. Registration Open
7:30 a.m. – 8:30 a.m.  Networking Breakfast
8:30 a.m. – 9:30 a.m.

Learning Tracks:

 

Technology & Operations:
The Dark Web: Overview & Tour

 

CFO & Finance:
Managing Interest Rate Risk, Liquidity, & Performance in a Rising Rate Environment

 

Credit & Lending:
Don’t Let a Disconnected Lending Workflow Jeopardize Your Commercial Lending Business

 

HR & Training:
Development for Everyone! 

 

Marketing:
Text Messaging for Banks

9:30 a.m. – 9:40 a.m. Refreshment Break
9:40 a.m. – 10:45 a.m. General Session

The Amazon Prime Effect
David DeFazio
StrategyCorps
10:45 a.m. – 11:00 a.m. Refreshment Break
11:00 a.m. – 12:30 p.m. Closing General Session

If You Can’t Stand Up, Stand Out!
Mike Schlappi
12:30 p.m.  Conference Adjourns
Speakers

David DeFazio
Partner, StrategyCorps

David DeFazio is a partner at StrategyCorp, a firm specializing in strategic advisory services to private and public sector organizations operating in complex, highly regulated environments. He speaks at conferences nationwide about innovations in retail and mobile banking, customer engagement, product and customer profitability, product design, 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

Scott Lesnick
Speaker & Author - Successful Business Solutions, LLC

Scott Lesnick is an international speaker, trainer and author. He served as the Dean of the Academy for Professional Speaking with the National Speaker Association and recently received its high-level CSP, Certified Speaking Professional designation. He is the author of two critically acclaimed books, and he speaks on a variety of topics including leadership, mentoring, increasing workplace productivity, successfully navigating change, and his unique perspective on the multigenerational workforce.

Speakers

Aaron McDaniel
Corporate Manager, Velocity Capital Group

Aaron McDaniel is a corporate manager, speaker, and author with a passion for helping organizations better engage their millennial customers and empower their millennial employees. He pairs his multi-generational teamwork expertise with strong corporate experience. Aaron is one of the youngest members of the faculty at UC Berkeley’s Haas School of Business and is a founding partner and Managing Director of Velocity Capital Group, a real estate private equity fund focusing on multi-family properties in high growth US metros.

Speakers

Mike Schlappi
President, Mike Schlappi Communications

Mike Schlappi has an inspiring message for every American, young or old: “Just because you can’t stand up, doesn’t mean you can’t stand out.” Confined to a wheelchair, he is spreading that word to audiences ranging from students to CEOs and from rookies to Olympic champions. He is a four-time Paralympic medalist and a two-time World Champion in wheelchair basketball. Holding degrees in business administration and healthcare as well as finance, Mike is also the founder and director of the Wheelchair Sports Foundation, a non-profit organization that serves disabled athletes.

Speakers

Dennis Snow
Author, Speaker, & Walt Disney Company Veteran

With over 20 years of service with the Walt Disney World Company, Dennis Snow brings his passion for service excellence to the worldwide speaking and consulting he does today. His achievements include launching a division of the Disney Institute responsible for consulting with some of the world’s largest companies, and he spent several years teaching corporate philosophy and business practices with the Disney. Today, Dennis is a full-time speaker, trainer, and consultant who helps organizations achieve goals related to customer service, employee development, and leadership.

Speakers

Eric Swenson
Workforce Strategist, Speaker, & Author, RSJ/Swenson LLC

Eric Swenson is a workforce strategist, speaker, and author. He is acknowledged as a leading expert on management and leadership. His firm works with businesses throughout North America to outsource human resources, develop leaders, and improve employee engagement. He is the author of two books: Managing People in the 21st Century and The Five A’s of Great Employees. A sought-after speaker, he frequently speaks to organizations and conferences on topics ranging from leadership and management to workforce trends and issues.

Pricing

Pricing

Registration Information. Click here to download our registration form.

Pricing For Through 08/10 After 08/10
Bank Member $995 $1,095
Bank Nonmember $1,595 $1,595
Affiliate Member $1,345 $1,345

Cancellation Policy

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

Hotel

Hotel and Accommodations

Disneyland Hotel
1150 West Magic Way
Anaheim, California 92802
(714) 778-6600
(714) 956-6597

Hotel accommodations can be made online here or by calling the Disneyland Hotel reservations department at (714) 520-5005. Please mention Western Independent Bankers to receive the special group rate. The WIB rate is $199/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 Wednesday, August 29, 2018. If the WIB room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Discounted Disneyland Park tickets

Purchase discounted Disneyland park tickets and more by visiting our Disney group page here.

Scavenger Hunt Information

For details about the scavenger hunt, please check out our event brochure. Bankers must sign up for this event during registration as tickets are limited. Tickets may be purchased for affiliates or non-registered guests. Purchase additional twilight tickets for Sunday’s scavenger hunt, visit our Disney group page here.

Questions about purchasing tickets? Contact Jennifer Benson at (916) 438-4416 or jbenson@westernbankers.com.

Sponsorship Information

Sponsorship Information

Download the 2018 Education Summit and Expo Sponsor brochure 

If you are interested in sponsoring this event, contact the events staff: Rosemary Mignano at rmignano@CalBankers.com or (916) 438-4435.

Why sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to 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