Lenders and Credit Officers Conference
The Westin Mission Hills Golf Resort & Spa • Rancho Mirage, CA


Join your fellow chief lending officers, chief credit officers, credit administrators, loan administrators and senior lenders to hear key industry updates in the credit and lending arena where you will meet face-to-face with regulators, economists and inspiring speakers.

The combined conference will provide a unique opportunity for lending and credit professionals from across the state to meet, exchange information and address shared challenges.

Our hotel room block is now completely sold out. We apologize for any inconvenience.

If you are interested in playing golf on Sunday, March 11, please contact Glenn Younger (gyounger@westernbankers.com).


Sunday, March 11, 2018

12:00 p.m. – 6:00 p.m. Registration Open
4:00 p.m. – 6:00 p.m. Welcome Reception

Monday, March 12, 2018

7:30 a.m. – 4:00 p.m. Registration Open
8:00 a.m. – 9:00 a.m. Vendor Showcase Breakfast #1
Appraisal Matters for Bankers: CRE trends, Urban Real Estate, and Special Use Appraisal
Presented by Frazier Capital
8:00 a.m. – 9:00 a.m. Vendor Showcase Breakfast #2
Growing the Bank – Opportunities in Lending Partnerships
Presented by BancAlliance
9:10 a.m. – 9:20 a.m. Conference Welcome
9:20 a.m. – 10:30 a.m. Maximize Gen Y ROI: Attract, Engage, and Retain Top Millennials
Aaron McDaniel, Speaker, Author, Millennial Expert
10:30 a.m. – 11:00 a.m. Refreshment Break in Marketplace
11:00 a.m. – 12:00 p.m. Legislative Update
Kevin Gould, SVP, Director, State Government Relations, California Bankers Association
12:00 p.m. – 1:30 p.m. Lunch
1:30 p.m. – 2:30 p.m. Concurrent Sessions – Series I

CECL – Part 1 & 2: What Do You Need to Know By Now?

HMDA for Small Businesses
2:30 p.m. – 3:00 p.m. Refreshment Break in the Marketplace
3:00 p.m. – 4:00 p.m. Concurrent Sessions – Series II

Insurance Disasters 101

Asset Based Lending for Your Customers
4:00 p.m. – 6:00 p.m. Reception in Market Place

Tuesday, March 13, 2018

7:30 a.m. – 4:30 p.m. Registration Open
8:00 a.m. – 9:00 a.m. Vendor Showcase Breakfast #3
Does Your Commercial Lending Process Feel Chaotic At Times? It Doesn’t Have To!
Presented by Wolters Kluwer
9:10 a.m. – 9:15 a.m. Morning Welcome & Introduction
9:15 a.m. – 10:30 a.m. Economic Outlook
Dr. Robert Kleinhenz, Economist and Executive Director of Research, Beacon Economics
10:30 a.m. – 11:00 a.m. Refreshment Break in the Marketplace
11:00 a.m. – 12:00 p.m. Current Credit Trends
12:00 p.m. – 1:00 p.m. Lunch
1:00 p.m. – 2:00 p.m. Concurrent Sessions – Series III

HMDA for Small Businesses

Asset Based Lending for Your Customers
2:00 p.m. – 2:30 p.m. Refreshment Break in the Marketplace
2:30 p.m. – 3:30 p.m. HVCRE, CRE Stress Testing and CECL Requirements
Bob McGibbon, Field Office Supervisor, FDIC
3:30 p.m. – 4:30 p.m. Peer Exchange Session
4:30 p.m. – 6:00 p.m. Sponsor Recognition Reception and Prize Drawings in Marketplace

Wednesday, March 14, 2018

7:30 a.m. – 11:30 a.m. Registration Open
8:00 a.m. – 9:00 a.m. Breakfast
9:00 a.m. – 9:05 a.m. Morning Welcome & Introduction
9:05 a.m. – 10:05 a.m. Commercial Real Estate Overview
10:15 a.m. – 11:30 a.m. Regulator Panel
11:30 a.m. Conference Adjourns



The Westin Mission Hills Golf Resort & Spa
71333 Dinah Shore Drive
Rancho Mirage, CA, 92270
Phone: (760) 328-5955

Hotel accommodations can be made by calling The Westin Mission Hills Golf Resort & Spa reservations department at (888) 627-7086. Please mention California Bankers Association 2018 to receive the special group rate. The WIB rate is $249, 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 Saturday, February 10, 2018. If the WIB room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Our hotel room block is now completely sold out. We apologize for any inconvenience.

The $32 Resort Fee has been reduced down to $10. The fee includes:

  • Overnight Self-Parking value of $15.00, per day
  • Guest room Wireless Internet (up to 5 devices) value $14.95, per day
  • Complimentary Newspaper Mon-Fri
  • Wireless Internet in Public Spaces excluding Meeting rooms
  • Access to WestinWORKOUT open 24 hours a day with room key
  • 15% Off merchandise from the Pete Dye Pro Shop
  • 15% Off Tennis Court Fees and merchandise from the Pro Shop
  • Complimentary Daily Resort Activities


Speakers will be announced soon…

Who Should Attend

  • Chief credit officers
  • Chief lending officers
  • Credit administrators
  • Loan administrators
  • DeNovo officers


Early-Bird Registration Fees through February 10, 2018

WBA Member Bank                                        $845  
Spouse Fee $495


Regular Registration Fees

WBA Member Bank (after February 10, 2018) $1,045
WBA Affiliate Member $1,700
Non-Member Bank $1,345
Spouse Fee $495


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 February 12, 2018, and 50 percent if by February 26. No refunds will be provided after February 26. Registrations made on or after February 26 are not subject to refund.


    If you are interested in playing golf on Sunday, March 11 starting sometime between 9:30 a.m. – 11 a.m. please email Glenn Younger at gyounger@westernbankers.com. Unfortunately, the cost of playing golf is not included with your conference registration, so you will need to cover the cost of your own green fees, cart fees, range balls, etc.

    For more information please reach out to Glenn Younger at gyounger@westernbankers.com

    What to Wear

    The attire for the conference is business casual. Temperatures range from 90 degrees during the day to 65 degrees at night. The classrooms can be cold, so please bring a sweater or jacket, just in case.

    Sponsor Opportunities

    If you are interested or would like more information, please contact:

    Rosemary Mignano

    Event Sponsor and Exhibitor Development Coordinator

    (916) 438-4435 or rmignano@westernbankers.com


    A few reasons your organization should sponsor and/or exhibit:

    • 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