2020 Education Summit Handouts
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Handouts

*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​ - [No Slides]

Valorie 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
  Sales & 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
  Sales & 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.

(Sponsored by Promontory Interfinancial Network)
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
  Sales & 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.​​

(Sponsored by Cash Management Services)
  HR & Training

Resilience: The Constant in a Changing World​ – [No Slides]

Elsa Hassler
Performance Specialist, Field Service Operations
Insperity
  Sales & 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
  Sales & Marketing

Growth Strategies for 20/21 (C-Suite)
[Pre-Workshop Handout]


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