Education Summit

Overview

2020 Education Summit
Virtual Conference • Online
September 2 - 4, 2020

Education Summit is at the forefront of an industry undergoing constant transformation. Join industry experts, community bank peers and finance thought leaders to arm yourself with the understanding, know-how and connections you need to take an active role in the next stage of community banking.

Please note: This conference will now be held as a virtual conference online. We will provide further details soon.

One Registration Fee, Unlimited Attendees per Organization

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

Using a season pass? Contact registrations@westernbankers.com for assistance.

Agenda

Agenda

*All times listed below are in PDT

Wednesday, September 2
9:00 AM – 10:15 AM Opening Remarks & Opening Keynote

Life is Short, Don’t Wait to Dance

Valerie Kondos Field
Former Head Coach of the seven-time NCAA Champion,
UCLA Women’s Gymnastics team

(Sponsored by CliftonLarsonAllen LLP)
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Sessions
  Technology & Operations

Live Hacking Demo – How Hackers Hack!!!

Mike McWilliams
Chief Revenue Officer
ReliableITBanking

Chris Peterson
vCIO Consultant
ReliableITBanking
  CFO & Finance

Data and Deposits: From the Past to the Future

Dr. Richard Sheehan & Nathaniel Eidt
MountainView Risk & Analytics
  HR & Training

Integrate Diversity, Equity and Inclusion (DEI)
Into Your HR Strategic Priorities


Francis Janes
Industry Relations and Partnerships Director, PNW
Beneficial State Bank & Foundation

Robin Johnson
Vice President, Diversity and Inclusion
Umpqua Bank
  Marketing

5 Keys to Coaching (for Sales Leaders)

Mark Trinkle
Chief Growth Officer
Anthony Cole Training Group, LLC
11:30 AM – 1:15 PM Lunch & Marketplace Time

(Sponsored by PMA Funding)
1:15 PM – 2:15 PM Learning Sessions
  Technology & Operations

Cyber Security Risk – What You Need to Know in 2020

Chris Wetzel
Senior Manager
Moss Adams
  CFO & Finance

Wire Transfer Fraud:
A Legal Review and Practical Considerations


Mark Wraight

Attorney
Severson & Werson
  HR & Training

Organizational Culture: Is Yours Helping or
Hindering the Achievement of Goals


Julia Johnson
Director, Organizational Performance
Wipfli
  Marketing

How Banks Drive Positive Social Change:
Measuring & Marketing Your Social Impact in a Changing World


Erin Kilmer-Neel
Executive Director & Chief Impact Officer
Beneficial State Bank & Foundation
2:15 PM – 2:30 PM Break
2:30 PM – 3:45 PM General Session

Economic Update

Dr. Jim Doti
Professor, President Emeritus
Chapman University
The George L. Argyros School of Business and Economics

(Sponsored by Federal Home Loan Bank of San Francisco)
4:00 PM – 5:00 PM Happy Hour with a Performance by Ryan Hiller

(Entertainment Sponsored by Graduate School of Banking
at the University of Wisconsin- Madison)

(Cocktails Sponsored by Jack Henry & Associates)
Thursday, September 3
9:00 AM – 10:15 AM General Session

Customer Experience Strategies to Drive Engagement
and Deposit Growth


Steven Ramirez
CEO
Beyond the Arc, Inc.
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Sessions
  Technology & Operations

Integrating Technology Into Your Enterprise Strategy

Trent Fleming
Trent Fleming Consulting

(Sponsored by Computer Services, Inc. (CSI))
  CFO & Finance

Fairness in the Face of Crisis:
Fair and Responsible Banking in the Midst of Chaos


Britt Faircloth, CRCM
Consulting Manager, Fair and Responsible Banking
Wolters Kluwer

Sara Resmer, CRCM
Senior Regulatory Consultant
Wolters Kluwer
  HR & Training

Legal Update

Sharon Bauman
Partner
Manatt, Phelps & Phillips, LLP
  Marketing

Getting in the Game: Aligning Marketing and Execution

Bryan Easley
Vice President
Haberfeld
11:30 AM – 1:15 PM Lunch & Marketplace Time
1:15 PM – 2:15 PM General Session

Legislative Update

Kevin Gould
Senior Vice President, Director of Government Relations
California Bankers Association

Melanie Cuevas
VP, Government Relations
California Bankers Association

Jason Lane
VP, Deputy Director, Government Relations
California Bankers Association
2:15 PM – 2:30 PM Break
2:30 PM – 3:30 PM Learning Sessions
  Technology & Operations

Reclaiming Payments in a Digital World

Shawn Dillon
President
Fitech

(Sponsored by Strategic Resource Management (SRM))
  CFO & Finance

COVID-19’s Effect on Banking, Bank Customers,
and Banking Regulation through the ERM Lens


Mike Cohn
Director and Principal
WolfPAC Solutions and Wolf & Company, P.C.​​
  HR & Training

TBA

Details Coming Soon…
  Marketing

The Genie is Out of the Bottle –
Marketing to the New Consumer in a
Post-Pandemic World


Eric Cook
Digital Strategist
WSI

(Sponsored by Pacific Coast Banking School)
Friday, September 4
8:00 AM – 9:15 AM Breakfast & Marketplace Time
9:15 AM – 10:15 AM Learning Sessions
  Technology & Operations

What Digital Transformation Looks Like

Coy Joyner
Principal Digital Commercial Solution Specialist
Q2

John Byl
Senior Vice President of Product Development
Mercantile Bank of Michigan
  CFO & Finance

Using the SBA 504 Program to Increase Income
While Helping Existing Bank Relationships


Ken Rosenthal
Sr. Advisor – Lending, Education, & Training
CDC Capital Markets / CDC Small Business Finance
  HR & Training

“Champions” – Leading in a Diverse Organization

Cassandra Chandler
CEO & Leadership Coach
Vigeo Alliance, LLC

Ed Dwyer
President & Managing Partner
Vigeo Alliance, LLC
  Marketing

Growth Strategies for 20/21 (C-Suite)

Mark Trinkle
Chief Growth Officer
Anthony Cole Training Group, LLC
10:15 AM – 10:30 AM Break
10:30 AM – 12:00 PM Closing General Session

Closing the Gap on your Potential

Rick VanDermyden

Business & Leadership Consultant
The John Maxwell Company​

(Sponsored by PMA Funding)
12:00 PM Conference Adjourns
Speakers

Valerie Kondos Field
Former Head Coach of the seven-time NCAA Champion,
UCLA Women’s Gymnastics team

Valorie Kondos Field, aka Miss Val, as she’s affectionately known by the scores of champion gymnasts she’s coached over her career—has no background in gymnastics. She never tumbled, flipped, or played any type of organized sport. And yet she became a legendary, hall of fame coach, through curiosity, creativity, attention to detail, and unwavering care for the overall well-being of her athletes.

Speakers

Dr. Jim Doti
Professor, President Emeritus
Chapman University
The George L. Argyros School of Business and Economics

James Doti earned his B.S. degree in economics from the University of Illinois, Chicago, and his M.A. and Ph.D. degrees from the University of Chicago. 

He was appointed president of Chapman University in 1991 and served for 25 years.  In September 2016, he returned to the Chapman faculty. He holds the Donald Bren Distinguished Chair in Business and Economics.

Speakers

Steven Ramirez
CEO
Beyond the Arc, Inc.

Steven’s expertise focuses on effective customer experience and communication strategies to help companies achieve success. His work spans strategic planning, optimizing customer and internal communications, media relations and social media strategy. 

Speakers

Kevin Gould
Senior Vice President, Director of Government Relations
California Bankers Association

Kevin Gould joined the California Bankers Association (CBA) in 2004, bringing with him more than seven years of legislative experience. In his role as senior vice president and director of state government relations, he oversees the management and operation of CBA’s state and federal government relations department and also serves as one of CBA’s three registered lobbyists.

Speakers

Rick VanDermyden
Business & Leadership Consultant
The John Maxwell Company​

Rick VanDermyden is driven by a relentless passion for personal growth and leadership development. His practice is focused on creating solutions for individuals, small businesses and corporations to empower them to achieve results they desire while closing the gaps in leadership and team communication. Rick is a Regional Affiliate and Facilitator with The John Maxwell Company and a Certified Coach, Speaker and Trainer on the John Maxwell Team.

Speakers

Mike McWilliams
Chief Revenue Officer
ReliableITBanking

Mike McWilliams, Chief Revenue Officer for Reliable IT,  has been in the technology industry for over 25 years. Mike has served as the Chief Executive Officer and Chief Revenue Office for many companies. As Chief Revenue Officer for Reliable IT, he is responsible for the overall Sales and Marketing strategy of the company.

Speakers

Dr. Richard Sheehan
Senior Vice President
MountainView Risk & Analytics

Mr. Sheehan has 40 years of teaching experience, the last 32 as a Professor of Finance at the University of Notre Dame. 

Prior, he was an economist at the Federal Reserve Bank of St. Louis. Mr. Sheehan started McGuire Performance Solutions with William McGuire, Ph.D. in 1997 and developed the patented Advanced Assessment Methodology for analyzing core deposits and loan prepayments.

Speakers

Mark Trinkle
Chief Growth Officer
Anthony Cole Training Group, LLC

Mark is a sales-experienced training veteran who possesses extensive financial services experience in delivery, role-play, recruiting, onboarding and coaching salespeople. Mark is also our Community Bank expert and delivers sales and management workshops across the country to associations such as BAI, CEO Bank Network, Bank Trainer’s Conference, OBL and American Banker.

Speakers

Chris Wetzel
Senior Manager
Moss Adams

Chris has been providing compliance consulting and internal audit services since 2003. He performs and leads audit and compliance consulting engagements with a focus on the Bank Secrecy Act (BSA), IT controls, information security, and Automated Clearing House (ACH). Chris assists clients with the development of regulatory compliance controls, information security programs, and internal audit programs.

Speakers

Mark Wraight
Attorney
Severson & Werson

Mark Wraight is an attorney at Severson & Werson. He is the Chair of the Firm’s Financial Services Practice Group and a member of the Firm’s management team. Mark is an experienced trial attorney with expertise representing large institutional clients and emerging technology-focused companies in the financial services space.

Speakers

Julia Johnson
Director, Organizational Performance
Wipfli

As an accomplished consultant with more than 25 years of diversified human resources and organizational development experience, Julia Johnson works closely with executive and senior management teams to enhance organizational performance through effective deployment of resources. She builds lasting relationships with clients and tailors recommendations for complex business issues supportive to the unique culture and business environment of each client.

Speakers

Erin Kilmer-Neel
Executive Director & Chief Impact Officer
Beneficial State Bank & Foundation

As the Executive Director and Chief Impact Officer at Beneficial State Foundation, Erin Kilmer-Neel develops social and environmental impact standards for Beneficial State Bank. Specializing in impact measurement, she contributes to the United Nations Principles for Responsible Banking by serving on their portfolio impact analysis, business banking, and consumer banking working groups.

Speakers

Trent Fleming
Trent Fleming Consulting

For more than 35 years, Trent Fleming has helped hundreds of banks make wise strategic decisions about the optimum use of their management and technology resources.

As a consultant, Fleming was a pioneer in the introduction of check imaging technology to the community bank markets. More recently, he has replicated that success with other emerging technologies, including Internet Banking, Remote Deposit Capture, and Mobile Banking.

Speakers

Sara Resmer, CRCM
Senior Regulatory Consultant
Wolters Kluwer

Sara Resmer is a Senior Regulatory Consultant with Wolters Kluwer U.S. Advisory Services and is a Certified Regulatory Compliance Manager. Sara provides Fair Lending Program assistance to financial institutions to ensure effective risk management commensurate with the size and complexity of operations.

Speakers

Sharon Bauman
Partner
Manatt, Phelps & Phillips, LLP

Sharon Bauman is a partner in the firm’s employment and labor practice and spends time in both the firm’s San Francisco and Los Angeles offices. Her practice focuses on advising management regarding all aspects of labor/employment law, including discrimination, harassment, retaliation, discipline and discharge issues, layoffs, overtime and other related wage and hour issues, leaves of absence (family and medical leave, disability, workers’ compensation, etc.), workplace violence issues, occupational safety and health issues, trade secrets, executive agreements, and severance issues, among others.

Speakers

Bryan Easley
Vice President
Haberfeld

Bryan Easley, Vice President, has more than 12 years of experience focused on retail banking, consumer lending  and financial technology. Bryan works with many financial institutions across the country to identify opportunities and provide strategies to acquire significantly more profitable account holders, and engage new and existing customers and members to utilize more products and services.

Speakers

Shawn Dillon
President
Fitech

Shawn Dillon is the President of Fitech. Dillon’s background in sales combined with his knowledge of the banking industry has helped him build the Fitech brand into a leading payments provider for financial institutions.

Speakers

Mike Cohn
Director and Principal
WolfPAC Solutions and Wolf & Company, P.C.​​

Mike serves as a Principal and Director of the WolfPAC Solutions Group at Wolf & Company, P.C. He is responsible for the strategic direction of the group and provides enterprise risk management (ERM) strategic advisory services and board training to community based financial institutions. An expert on ERM, Mike routinely speaks on the topic before banking professionals nationwide.

Speakers

Eric Cook
Digital Strategist
WSI

Eric Cook considers himself a “recovering banker,” spending 15 years as a community banker himself before making the shift as a digital strategist in 2007. An award-winning web designer with WSI, the world’s largest digital agency network

Speakers

Cassandra Chandler
CEO & Leadership Coach
Vigeo Alliance, LLC

Cassandra “Cassi” Chandler, is CEO and Managing Partner of Vigeo Alliance, a leadership and talent risk assessment and skills training firm and Adjunct Professor at PACE University in New York. Cassi has led a  distinguished career as an innovative strategist identifying and addressing emerging cyber and fraud risks in the banking industry and as a Senior Executive within U.S. government services and the financial services industry.

Speakers

Ed Dwyer
President & Managing Partner
Vigeo Alliance, LLC

Ed Dwyer, President and Managing Partner of Vigeo Alliance, LLC, is an experienced 32-year banker with a passion for leadership development that drove success in a variety of roles within a top-five national bank. He has been a director of leadership at a national banking school for 20 years as well as a consultant for a national banking trade in Washington, DC and a risk and compliance consultant with an international firm based in DC.

Sessions

Customer Experience Strategies to Drive Engagement and Deposit Growth

In the context of marketing, customer experience captures how people think, feel, and act in response to your institution’s campaigns. As the pendulum swings toward automation and quantitative metrics, it is perhaps even more important to focus on the person behind the account number. Do you understand their unique needs and can you tailor a solution to them?

Sessions

Closing the Gap on your Potential

Most organizations and individuals have a vision or goal of where they want to take their business. For a time that vision will motivate and propel them…eventually obstacles on our journey begin to appear and some of our programming and self talk begins to tell us we cannot do it. This session is designed to help you identify what resisters may be standing in your way and creating obstacles from leaning into your greatest potential.

Sessions

Live Hacking Demo – How Hackers Hack!!!

Have you ever asked the question: “How do Hackers actually Hack into systems?” If you have ever spoken to a Security Expert, they will tell you how the SQL Injection to the website compromised the system, or how someone clicked on a link and caused the system to go down, or worse yet, there was exposure to Ransomware which encrypted Everything.

Sessions

Data and Deposits: From the Past to the Future

Are you uncertain about you how your deposit analysis compares to others in this hectic and unprecedented time? Are you diving deep enough into what the data can tell you? Is your institution keeping enough data to contend with what lies ahead? We hope you can join us as we explore non-maturity deposit analysis and the data that drives it.

Sessions

Integrate Diversity, Equity and Inclusion (DEI) Into Your HR Strategic Priorities

Issues of police brutality and racial injustice have sparked a global movement for social change. Many banks have made public statements in support of the Black Lives Matter movement and have pledged to provide a better experience for black and historically underrepresented employees. Socially responsible banks are looking to make additional investments in Diversity, Equity and Inclusion work. The heavy lifting for this work will often land on the desks of Human Resource executives.

Sessions

5 Keys to Coaching (for Sales Leaders)

A good sales coach motivates salespeople by coaching to their individual hopes and dreams and by holding them accountable. They help them generate more revenue with intentional, ongoing coaching to improve skills, not just the deal at hand. When sales managers spend at least 50% of their time coaching, their RMs are 49% more productive.

Sessions

How Banks Drive Positive Social Change: Measuring & Marketing Your Social Impact in a Changing World

With crisis comes opportunity. Individuals and institutions are re-evaluating what is important and how to meaningfully contribute to society. The global pandemic has accelerated key trends that we have been seeing over the past decade: young workers want jobs with meaning, people want to shop and spend in alignment with their values, and businesses are touting their social responsibility practices. Consumers are also calling on businesses to lead on positive social and environmental measures and banks are no exception.

Sessions

Getting in the Game: Aligning Marketing and Execution

As an industry, we spend vast amounts of money, not to mention time and internal resources, to market our institutions—to get them to choose us. We brand. We market. The role of the marketing professional is to get consumers—the team captains—to pick our financial institution first. For this to be most effective, however, there must be alignment between marketing and execution.

Sessions

The Genie is Out of the Bottle – Marketing to the New Consumer in a Post-Pandemic World

People staying home to shelter in place, businesses closing, and a massive shift to online services across all industries have caused today’s consumer to change their behavior – and chances are they won’t ever go back to the “way it was,” even if they could. Community bankers had to quickly adapt to staff working from home, no more lobby traffic, increased usage of mobile banking, and embracing a “digital experience” whether they wanted to or not.

Sessions

Growth Strategies for 20/21 (C-Suite)

Does your bank need to acquire and grow new relationships? Bank CEOs and Sales Leaders no longer have to rely on observation, anecdotal evidence and personal opinion about what differentiates top performers from average and poor performers. There is a science to selling and this workshop will provide participants with a glimpse of the 21 specific skills and capabilities that relationship managers must have to be top producers.

CPE Credits

CPE Credits

The 2020 Education Summit has been granted 12 CPE Credits. The Western Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Pricing

Pricing

One Registration Fee, Unlimited Attendees per Organization

Pricing For Price
WBA Bank Member $795
Bank Non-Member $995
WBA Member Season Pass Holder Use Season Pass  -or-  $795
WBA Non-Member Season Pass Holder Use Season Pass  -or-  $995
WBA Associate Member $2,000

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Tuesday, August 18, 2020. No refund if cancellations are received after Tuesday, August 18, 2020.

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Rosemary Mignano, Senior Manager, Strategic Partners 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 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