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CBA Endorsed Partners by Category

Compliance

Verafin

Verafin is a leader in cloud-based, cross-institutional Fraud Detection and Anti-Money Laundering (FRAMLx) collaboration software with a customer base of more than 1,300 financial institutions across North America. Its solution uses advanced cross institution behavior-based analytics that help financial institutions stay a step ahead of numerous types of fraud as well as the BSA, USA PATRIOT Act, and FACTA compliance landscape, while allowing them to collaborate cross institutionally. For contact information, please click here.

Credit

Wolters Kluwer

Whether complying with regulatory requirements or managing financial transactions, addressing a single key risk, or working toward a holistic enterprise risk management strategy, Wolters Kluwer works with more than 15,000 customers worldwide to help them successfully navigate regulatory complexity, optimize risk and financial performance, and manage data to support critical decisions. Wolters Kluwer provides risk management, compliance, finance and audit solutions that help financial organizations improve efficiency and effectiveness across their enterprise. With more than 30 offices in 20 countries, the company’s prominent brands include: FRSGlobal, FinArch, ARC Logics®, TeamMate®, Bankers Systems, VMP® Mortgage Solutions, AppOne®, GainsKeeper®, Capital Changes, NILS®, AuthenticWeb™ and Uniform Forms™. For contact information, please click here.

Expense Reduction

Office Depot

Office Depot, founded in 1986, is the world’s leading seller of office supplies and an industry leader in every distribution channel – from retail stores and contract delivery to catalogs and e-commerce. As an Office Depot customer you will have access to Office Depot’s exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your operations. Enjoy customer service from Office Depot that is unmatched in the industry. For contact information, please click here.

Finance

GRADIFI

Gradifi is leading the way in providing innovative financial benefits that empower employers to help their people work toward brighter financial futures with contributions to their student loans, options to refinance their loans and help to create nest eggs for their children’s educational futures. For contact information, please click here.

S&P Global

S&P Global provide intelligence that is essential for companies, governments and individuals to make decisions with conviction. S& P Global have been in business for more than 150 years. Gathering intelligence in every corner of the globe, to deliver the credit ratings, assessments and analyses that governments, companies and individuals depend on all over the world. With every index, every rating, every price assessment, analytic model and valuation, we’re here to provide the intelligence you need to make the right decision. With conviction. Every employee at S&P Global is driven by the same core values: relevance, integrity & excellence. For contact information, please click here.

Insurance

IBIS Insurance

IBIS specializes in providing insurance for community banks and their insurance brokers. They have direct underwriting contracts with all of the major insurance companies, providing bank directors and officers liability insurance, financial institution bonds, bank commercial property and other forms of bank insurance. They have built their business for more than 35 years insuring only community banks. CBA member banks can expect to benefit from their experience and long-term underwriting relationships, which result in easy-to-read proposals, appropriate coverage and very competitive prices. For contact information, please click here.

Payments

FITECH

Fitech is a merchant services provider that was founded to serve community banks exclusively.  With their relationship first approach, Fitech has been able to assist community banks in being more competitive with merchant services resulting in growth for the bank and adding many benefits for their business customers. For contact information, please click here.

Risk

IBIS

IBIS specializes in providing insurance for community banks and their insurance brokers. They have direct underwriting contracts with all of the major insurance companies, providing bank directors and officers liability insurance, financial institution bonds, bank commercial property and other forms of bank insurance. They have built their business for more than 35 years insuring only community banks. CBA member banks can expect to benefit from their experience and long-term underwriting relationships, which result in easy-to-read proposals, appropriate coverage and very competitive prices. For contact information, please click here.

Verafin

Verafin is a leader in cloud-based, cross-institutional Fraud Detection and Anti-Money Laundering (FRAMLx) collaboration software with a customer base of more than 1,300 financial institutions across North America. Its solution uses advanced cross institution behavior-based analytics that help financial institutions stay a step ahead of numerous types of fraud as well as the BSA, USA PATRIOT Act, and FACTA compliance landscape, while allowing them to collaborate cross institutionally. For contact information, please click here.

WolfPAC

WolfPAC Integrated Risk Management® is a secure, web-based enterprise risk management solution used to automate the identification of risks, threats, and control gaps. WolfPAC® keeps institutions safe and sound, and maximizes the outcomes of strategic initiatives. Developed by financial professionals in 2004, WolfPAC® provides tools to review and assess information technology, privacy, vendor, compliance, and other enterprise-wide risk assessments. Quarterly methodology updates are designed to align with emerging compliance and examination standards. A robust suite of reports allows an institution’s management to analyze their control gaps in relation to known threats, and benchmark risk profiles against peers. For contact information, please click here.

Wolters Kluwer

Wolters Kluwer Financial Services provides risk management, compliance, finance and audit solutions that help financial organizations improve efficiency and effectiveness across their enterprise. With more than 30 offices in 20 countries, the company’s prominent brands include: FRSGlobal, FinArch, ARC Logics®, TeamMate®, Bankers Systems, VMP® Mortgage Solutions, AppOne®, GainsKeeper®, Capital Changes, NILS®, AuthenticWeb™ and Uniform Forms™. Wolters Kluwer Financial Services is part of Wolters Kluwer, a leading global information services and solutions provider with annual revenues of (2012) €3.6 billion ($4.6 billion) and approximately 19,000 employees worldwide. For contact information, please click here.

Strategy

Vitex

Vitex is a professional services firm founded in 1995 and dedicated to assisting presidents, CEOs and senior executives achieve their strategic business objectives through vision, leadership, and creativity. Vitex specializes in a wide array of consulting and project management services for its clients throughout the United States and the Caribbean. For contact information, please click here.

Tech/Ops

EVERFI

EVERFI is the leading education technology company that provides learners of all ages education for the real world, through innovative and scalable digital learning. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) subscription model and has certified over 16 million learners in critical skill areas. The EVERFI Education Network powers more than 4,200 partners in their education initiatives across all 50 states and Canada. For contact information, please click here.

Q2 eBANKING

Founded in 2004 by virtual banking veterans, Q2 is the leading enterprise provider of virtual banking to U.S. community banks. Q2 is laser-focused on providing virtual banking solutions to community banks. As an independent software company, they work with all major core providers, third parties and bill pay providers for the benefit of their bank customers. For contact information, please click here.

Training

BankWork$

BankWork$® helps young adults from low-income communities build meaningful careers in banking, through a free, eight-week career training, placement assistance, and ongoing coaching. For contact information, please click here.

Profile

Debbie Skinner – Immediate Past Chair
EVP, Chief Administrative Officer, F&M Bank

Debbie Skinner has served as Farmers & Merchants Bank of Central California’s (F&M Bank) EVP and chief administrative officer since joining the Bank in December 2000. As CAO, she oversees information technology, loan and deposit operations, call center, electronic banking, compliance, BSA/fraud, and treasury management support. Additionally, Skinner served as board secretary for several years, is the board appointed corporate compliance officer, and serves as a member of the following board appointed committees: executive management, compliance, and EDP steering.

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Congratulations to Our CBA Scholarship Recipients!
Congratulations to several of our CBA scholarship recipients who attended PCBS last week, a part of their two-week residence program. 

Congratulations to several of our CBA scholarship recipients who attended PCBS last week, a part of their two-week residence program. 

Pictured Top Row (From L) are: Matthew Damian, Mission Bank; Jason Gould, Citizens Business Bank; Hitesh Bajaria, Bank of Guam; and Zayd Elmufdi, US Metro Bank.And bottom row (From L) are: CBA SVP of Strategic Partnerships and PCBA graduate and faculty member, Julianna Graham; Jae Park, First Choice Bank; Cathy Mulvihill, East West Bank; Erin Probasco, Central Valley Community Bank and Ruth Edwards, Bank of Marin.

Profile

George Cook, Jr. – Vice Chairman at Large
Chief Executive Officer, El Dorado Savings Bank

George Cook began his career with El Dorado Savings Bank in 1974, serving as a real estate appraiser. In 1983 he transitioned from the appraisal department to the loan department where he acted as the Senior Loan Officer. In 1987 he was promoted to President, Chief Loan Officer and Chief Operating Officer and served in that capacity through 2013. In January of 2014 he was named to the CEO position.

Press release Beth Mills

Louise Walker Named New Chair of the California Bankers Association

SACRAMENTO – The California Bankers Association (CBA) today announced that Louise Walker, president and CEO of First Northern Bank, headquartered in Dixon, Calif., will serve as the 2016-2017 chairman of the board of directors for California’s largest banking trade association. Walker began her banking career at First Northern in 1979, and has held several executive management positions with the bank, including 14 years as senior executive vice president and CFO. She assumed the role of president and CEO in 2011.

Press release Beth Mills

California Bankers Louise Walker and Jeff Ball Elected to the American Bankers Association Board of Directors
Walker is the current chair of the California Bankers Association (CBA); Ball is member of the CBA board, and a former chairman

SACRAMENTO – The California Bankers Association (CBA) today announced that its current chair Louise Walker, president and CEO of First Northern Bank based in Dixon, and former chairman, Jeff Ball, president and CEO of Friendly Hills Bank based in Whittier, were elected to serve on the American Bankers Association board of directors at the association’s annual convention held in Nashville on October 18. Walker was elected to serve a three-year term, and Ball, who is also vice chairman of the ABA’s government relations council, was elected to serve a one-year term.

Press release

The California Bankers Association and Beacon Economics Release California Banking Intelligence Report
Report reveals banks in California set records for lending in 2015

Sacramento, Calif. — The California Bankers Association (CBA) and Beacon Economics have released an eighth California banking report that examines important issues currently affecting California’s banks and the overall economy. The report is authored by Chris Thornberg, Ph.D., and founding partner at Beacon Economics. This report analyzes bank lending data for California through 2015, finding that banks set records for lending in 2015, as total loan value outstanding reached $930 billion in the fourth quarter*.

Press release

The California Bankers Association and Beacon Economics Release California Banking Intelligence Report
Report reveals banking lending continues to exceed its previous record

Sacramento, Calif. — The California Bankers Association (CBA) and Beacon Economics have released an ninth California banking report that examines important issues currently affecting California’s banks and the overall economy. The report is authored by Chris Thornberg, Ph.D., and founding partner at Beacon Economics. This report analyzes bank lending data for California through the first quarter of 2016, finding that banks exceeded previous record levels, as total outstanding loan value reached $937 billion in the first quarter of this year*.

Profile

A.J. Antongiovanni – Vice Chairman at Large
President & CEO, Mission Bank

Since 2013, A.J. Antongiovanni has served as the president and chief executive officer of Mission Bank, a $490 million asset commercial bank focusing on business customers in Kern and Los Angeles counties.

Antongiovanni also serves as a director of Mission Bank, Mission Bancorp and President of Mission Bank 1031 Exchange.

Event

125th Annual Convention and 49th Annual Bank Counsel Seminar
Ritz-Carlton Laguna Niguel • Dana Point, California

Join us for the 125th Annual Convention and 49th Annual Bank Counsel Seminar at the Ritz-Carlton Laguna Niguel Dana Point, California. This is a valuable opportunity to hear directly from bank regulators, CBA leadership and industry representatives on topical industry issues. This is the fifth year these two events will be held in conjunction and attendees are welcome to attend all sessions and social functions of either conference.

Event

126th Annual Convention
Park Hyatt Aviara • Carlsbad, California

Join us for the NEW 126th Annual Convention at the Park Hyatt Aviara in Carlsbad, California. 

We’re revamping the format for this year’s 126th convention, which will feature for the first time expanded tracks which will speak to many job functions within your bank.
 
Our new tracks will include sessions focused on:

  • Technology and operations
  • Marketing and sales
  • Human resources
  • Financial operations of the bank
  • Leadership and development
  • Executive leadership
  • Emerging leaders
Event

2017 Risk Management Conference
Balboa Bay Resort ⦁ Newport Beach, CA

Come join us at CBA’s newest conference, our Risk Management Conference, which is designed to help you gain insight and get the tools you need to identify and control for risk across the entire bank. We will cover a wide range of risk topics facing today’s banks, including enterprise, operational, market and credit, cybersecurity and regulatory risk.

Event

2016 Risk, Cybersecurity And Technology Conference

Our newly re-named Risk, Cybersecurity and Technology Conference reflects a new focus on cyber and data security risks and best practices as well as technology trends and updates that will change the game in the year ahead. Cybersecurity, fraud, data risk and IT updates and briefings will inform attendees on timely topics and provide practical solutions.

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Role-Based Cybersecurity Certifications

Executive Level Learning Path

The Executive Level of the SBS Institute is geared at the top-level of your financial institution, namely the Board of Directors and the C-level executives. Certifications at the Executive level are meant to help your organization understand the high-level areas of risk, set the institution’s risk appetite, and ensure sound security practices are implemented and tested.

Manager Level Learning Path

The Manager level of education is built around certification programs that help the institution manage and implement different aspects of your Information Security Program, as well as how to measure some of your ISP components and report findings upstream. Roles at the institution that the Manager level certifications would best suit include the ISO, IT Manager, Auditors, or Compliance, Security, or Operations Officers.

Technical Level Learning Path

The Technical level is aimed at those that are responsible for implementing the technical, day-to-day risk-mitigating controls at your institution, such as managing and monitoring a firewall, managing mobile devices, performing a digital forensic investigation, or learning techniques that a hacker would use to break into the network so that you can build up your perimeter defenses. Roles that best fit the Technical level certifications include IT Managers, Network Administrators, and IT Specialists.

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Manager Learning Path

Manager Level Learning Path
The Manager level of education is built around certification programs that help the institution manage and implement different aspects of your Information Security Program, as well as how to measure some of your ISP components and report findings upstream. Roles at the institution that the Manager level certifications would best suit include the ISO, IT Manager, Auditors, or Compliance, Security, or Operations Officers

CBSM: Certified Banking Security Manager

Program Overview

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Technical Learning Path

Technical Level Learning Path
The Technical level is aimed at those that are responsible for implementing the technical, day-to-day risk-mitigating controls at your institution, such as managing and monitoring a firewall, managing mobile devices, performing a digital forensic investigation, or learning techniques that a hacker would use to break into the network so that you can build up your perimeter defenses. Roles that best fit the Technical level certifications include IT Managers, Network Administrators, and IT Specialists.

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Executive Learning Path

Executive Level Learning Path
The Executive Level of the SBS Institute is geared at the top-level of your financial institution, namely the Board of Directors and the C-level executives. Certifications at the Executive level are meant to help your organization understand the high-level areas of risk, set the institution’s risk appetite, and ensure sound security practices are implemented and tested.

CBSE: Certified Banking Security Executive

Program Overview