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Agenda

Agenda

Friday, February 28, 2020
10:30 AM – 12:00 PM WBA Executive Committee Meeting (Invite Only)
1:15 PM – 2:45 PM WBA Board of Directors Meeting (Invite Only)
3:00 PM – 5:00 PM Registration Open
3:30 PM – 5:00 PM Banker Benefits Board Meeting (Invite Only)
5:30 PM – 8:00 PM Board Reception & Dinner (Invite Only)
Saturday, February 29, 2020
7:00 AM – 3:00 PM Registration Open
(*Must pickup baseball game ticket prior to 1:00 PM)
7:00 AM – 1:00 PM Golf Tournament
 - Continental Breakfast: 7:00 AM 
 - Shotgun Start: 8:00 AM
9:00 AM – 2:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)                  
1:00 PM – 5:00 PM Spring Training Baseball Game at Salt River Field:
Los Angeles Dodgers vs. Colorado Rockies

(*Transportation not provided by WBA)
(**Please pick up your tickets at the registration desk
before leaving for the game)
Sunday, March 1, 2020
8:00 AM – 3:30 PM Registration Open                                                          
8:00 AM – 9:00 AM One-on-One Meetings with Regulators 
(By Appointment Only)
9:00 AM – 10:30 AM Welcome & Opening General Session

It’s Your Ship

Mark Abrashoff
Naval Commander
Leadership & Teamwork Expert
10:30 AM – 1:15 PM Marketplace Open
10:30 AM – 11:00 AM Refreshment Break
11:00 AM – 12:00 PM Learning Sessions

Learning Session #1

Capital Planning:
Much More Than an Adequacy Exercise


Gary Svec, CPA
Managing Director
Performance Trust Capital Partners, LLC


Learning Session #2

Technology’s Role in Growing the
Community Bank of the Future


George Leis 
President 
Montecito Bank & Trust

Dan O’Malley 
Founder & CEO 
Numerated


Learning Session #3

A Great Place to Work: At the Intersection of
Communication, Culture, Leadership, and Talent


Eric Swenson
Managing Director
RSJ/Swenson LLC
11:30 AM – 1:00 PM One-on-One Meetings with Regulators 
(By Appointment Only)
12:00 PM – 1:15 PM Lunch
1:15 PM – 2:30 PM General Session

Economic Update

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara
2:00 PM – 2:30 PM One-on-One Meetings with Regulators 
(By Appointment Only)
2:30 PM – 3:45 PM TBD
4:00 PM – 5:30 PM Welcome Reception
Monday, March 2, 2020
7:00 AM – 3:30 PM Registration Open                                                          
7:30 AM – 3:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast in Marketplace
8:30 AM – 9:30 AM General Session

Regulatory Panel

Kathy Moe
Regional Director
Federal Deposit Insurance Corporation (FDIC)

Kay Kowitt
Deputy Comptroller Western District
Office of the Comptroller of the Currency (OCC)

Joe Lozano
Vice President, Regional Institutions​
Federal Reserve Bank of San Francisco (FRBSF)
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Learning Sessions

Learning Session #1

Scenario Planning, M&A, & Strategic Options:
The New Defensive Playbook


Adam Mustafa
Chief Executive Officer and Co-Founder
Invictus Group​


Learning Session #2

Upside Down Thinking on Efficiency:
Changing Priorities to Drive Results


David Furnace
Chief Executive Officer
Haberfeld Associates


Learning Session #3

Why You Should Audit Your Culture and
How to Get Started


Steve King
Principal
Wolf & Company, P.C.
10:30 AM – 3:00 PM Optional Activity: A Taste of Old Town Scottsdale
11:10 AM – 12:15 PM General Session

Banking Cannabis with Eyes Wide Open (Panel)

- Chris Cook, Chief Compliance Officer & Co-Founder, StandardC
- Richard Laiderman, Co-Founder & Board Chair, StandardC
- Erin Gore, CEO & Founder, Garden Society
- Teveia Barnes, Former Commissioner of the
   California Department of Business Oversight
12:15 PM – 1:30 PM Lunch
12:00 PM – 1:15 PM WBA Past Chairman’s Lunch (Invite Only)
1:30 PM – 2:30 PM Learning Sessions

Learning Session #1

Incident Response Panel

- Sean Hoar, Partner & Chair,
      Lewis Brisbois Bisgaard & Smith LLP
- Peter Marchel, Esq., Marchel & Associates Risk Consulting
- Casey Boggs, President, ReputationUs


Learning Session #2

Model Risk Management in an Evolving World

Mike Cohn
Principal
Wolf & Company, P.C.


Learning Session #3

Recent Developments in Bank Corporate Governance

Shawn Turner
Partner
Holland & Knight
2:30 PM – 3:30 PM Dedicated Marketplace Time
3:15 PM – 4:30 PM Midsized Bank Council Meeting
3:15 PM – 4:30 PM Community Bank Council Meeting
  Evening Open for Vendor Dinners
Tuesday, March 3, 2020
7:00 AM – 4:00 PM Registration Open                                                          
7:00 AM – 8:30 AM AMAC Meeting (Invite Only)
7:30 AM – 1:30 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:30 AM General Session

A Washington Perspective​

Laurie Stewart
Chair
American Bankers Association

James Ballentine
VP of Congressional Relations
American Bankers Association


Moderated by:
Kevin Gould
SVP & Director, Government Relations
Western Bankers Association
9:30 AM – 10:00 AM Refreshment Break
10:00 AM – 11:00 AM Peer Exchange Sessions – Bankers & Directors Only
11:10 AM – 12:15 PM Learning Sessions

Learning Session #1

The Battle for Deposits:
Firepower Through Data and Digital


David Catalano 
SVP, Business Development Manager 
Baker Hill

Tim Keith 
Chief Marketing Strategist, Analytics & Marketing 
Baker Hill


Learning Session #2

Streamlined ALCO:
Best Practices for Allocating Time & Resources


Brian Heim 
Principal Member
IRR-analytics, LLC


Learning Session #3

Planning for Succession:
Creating a Robust Pipeline for Organizational Success


Kathy Baron
Vice President
Pearl Meyer

Greg Swanson
Managing Director
Pearl Meyer
12:15 PM – 1:30 PM Lunch & Exhibitor Prize Drawings in Marketplace
1:00 PM – 3:30 PM Guest Activity: Wine & Painting Class
1:30 PM – 2:30 PM General Session

Better Than Before: How to Make Digital Banking
More Personal & Meaningful Than Banking
in the Branch … By Using Your People in the Branch


Lee Wetherington
Director of Strategic Insight
Jack Henry & Associates, Inc.
2:30 PM – 2:45 PM Refreshment Break
2:45 PM – 4:00 PM Closing General Session

On Fire: Choices to Ignite a Radically Inspired Life

John O’Leary
Inspirational Speaker & Author
4:00 PM – 5:00 PM Leisure Time
5:00 PM – 8:00 PM Farewell Reception & Dinner
Wednesday, March 4, 2020
10:00 AM – 3:00 PM Optional Activity: Salt River Float Trip    
Pricing

Registration Information

Register Today!

Pricing For Through 4/8/2020 After 4/8/2020
WBA Bank Member $695 $795
Bank Non-member $995 $995
Law Firm Member $995 $995
Law Firm Non-Member $1,500 $1,500
WBA Member Season Pass Holder $695 $695
WBA Non-Member Season Pass Holder $995 $995
Table of 10 (Bank Member) $3,950 $3,950
Table of 10 (Bank Non-Member) $5,950 $5,950

For Table of 10 or more registrations, please contact Glenn Younger, Senior Manager of Events & Media, at gyounger@westernbankers.com. 

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by April 15, 2020. No refund if cancellations are received after April 15, 2020. Substitutions welcomed.

Overview

2020 Annual Conference & Directors Forum
Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch • Scottsdale, AZ
February 29 - March 4, 2020

“Facing the Future Together”

An event focused on guiding bank executives through the industry’s greatest challenges to achieve short- and long-term initiatives. This signature WBA event will be held at the beautiful Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch. With more than 500 attendees in 2019 this conference is one you will not want to miss.

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

Overview

2020 Bank Presidents Seminar
Four Seasons Resort at the Biltmore • Santa Barbara, CA
January 7-9, 2020

The only Western Bankers Association program exclusively for member bank presidents and CEOs.

Senior leaders of western region banks are invited to attend this premier event which delivers informative sessions and powerful networking opportunities at the luxurious Four Seasons Resort at the Biltmore in Santa Barbara.

Finance & Accounting

Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly!

Many financial professionals use financial ratios on a regular basis. But do they always use the same ratios and, more importantly, do they always interpret the ratios in the same manner? Attend this proactive webinar and discover a five-step analysis plan which includes liquidity, activity, leverage, operating performance, and cash flow analysis which will clarify and unify this often confusing financial subject. The presentation will also include a case study and a review of spreading a financial statement using the Moody’s Risk Analyst software in order to analyze key ratios.

Who Should Attend: Officer, Loan Officer, Junior Loan Officer, Credit Analyst, Underwriter

Finance & Accounting

Facing the Liquidity Challenge Head On – Key Steps To Strengthen Your Liquidity Management Process With A Renewed Regulatory Focus

Loan growth is outpacing deposit growth, and loans are becoming a higher percentage of total assets. Wholesale funding levels are increasing and the potential for deposit attrition continues to grow. Undeniably, liquidity is under pressure. This webinar will address the changing liquidity landscape in the industry, and what every bank should be doing to develop a “best practice” approach in liquidity management – regardless of the levels of liquidity a bank may have today.

Who Should Attend: Chief Financial Officer, VP of Finance & Accounting, Controller, Senior Financial Specialist, Asset Liability Manager, Chief Risk Officer,  ALCO Committee Member

Legal & Regulatory Compliance

FASB Accounting Standard Updates – Key Standards Applicable to FIs in 2019 and Beyond

Staying at the forefront of the FASB’s upcoming accounting standards may feel overwhelming and challenging. There are three significant standards coming one after another that include revenue recognition, accounting for leases, followed up by credit losses on financial instruments. This webinar will focus on recognition and measurement, financial statement impact, and effective dates of these upcoming accounting standards.

Who Should Attend: Chief Financial Officer, VP of Finance and Accounting, Controller, Senior Financial Specialist, Compliance Officer, Auditor

Legal & Regulatory Compliance

The Anatomy of a Bank Acquisition Transaction

The current environment will present many community banks the opportunity to evaluate some type of merger or acquisition transaction. Some community banks have seasoned veterans that have been through this process a number of times; however, most community bank officers and directors have never been through an actual acquisition transaction. This presentation will prepare community bank officers and directors for a potential merger or acquisition by presenting a step-by-step overview of the merger and acquisition process from beginning to end. 

Who Should Attend: Chairman, Director, Bank Counsel, Chief Executive Officer, Chief Operating Officer, Chief Compliance Officer, Executive Vice President

IT, Technology, & Operations

Identity Theft Red Flags

Astonishingly, 16.7 million US consumers were victims of identity theft as of 2017, a rise of 8% from the previous year. In this webinar, discover how to identify red flags using an ID theft/red flags program and risk assessment. Develop insight into not only detecting red flags, but also identifying covered accounts that may be affected by ID theft. In addition, discuss appropriate responses to an ID theft event, and receive a summary of different elements to support an effective ID theft program.

Who Should Attend: Chief Risk Officer, Risk Manager, Fraud Manager, Card Fraud Specialist, Operations Administrator, Operations Manager, Branch Manager

Credit & Lending

Commercial Loan Structuring

Borrowers borrow money to solve problems that are either good or bad. In this webinar, examine the importance of appropriate commercial loan structures and their influence on timely repayment. The discussion will include identifying cause-and-effect, matching purpose to repayment source, and ways to reduce risk.

Who Should Attend: Chief Credit Officer, Commercial Loan Officer, Commercial Credit Coordinator, Business Development Officer

Credit & Lending

Pipeline Builder Series: Taking a Formulaic Approach To Relationship Management in 2019

Consider that a business development formula exists that will ensure, with a high degree of predictability, that an institutions relationship managers and lenders will meet and exceed sales goals regardless of interest rates, market conditions or competitive forces. This webinar is designed to explain the process and provide a powerful tool to help commercial bankers to become more productive in 2019.

Who Should Attend: Business Development Officer, Commercial Loan Officer, Junior Loan Officer, Branch Manager

Credit & Lending

CRE Multifamily Lending

Multifamily lending is in high demand today. This webinar will expose participants to all aspects of multifamily lending. Important issues will be covered in relation to physical property, how property values are derived, and what influences values. Additionally, a discussion will cover how multifamily loans are underwritten and how to monitor a CRE loan over its life.

Who Should Attend: Officer, Loan Officer, Junior Loan Officer, Credit Analyst, Underwriter

Credit & Lending

The Basics of Commercial Lending

This webinar will introduce participants to the entire process involved in commercial lending. The presentation will cover topics such as investigating a new borrower, the basics of credit analysis, managing a loan after approval, basic documents, and identifying why borrowers need money, and how to structure loans to match their needs.

Who Should Attend: Commercial Loan Officer, Commercial Credit Coordinator, Commercial Relationship Manager, Junior Loan Officer, Branch Manager

Credit & Lending

The 5 Cs of Credit

The 5 Cs of Credit teaches bankers that a borrower’s repayment ability depends on capacity, collateral, capital, conditions, and character. The first four measure ability to repay, but character assesses willingness to repay. Both know your client- and fraud prevention have become more critical in mitigating credit and operational risk. This webinar summarizes key elements of knowing the customers and identifies red flags.

Who Should Attend: Chief Credit Officer, Commercial Loan Officer, Consumer Loan Officer, Junior Loan Officer, Credit Analyst, Business Development Officer

Agenda

Agenda

Monday, January 6, 2020
5:30 PM – 8:30 PM WBA and Banker Benefits Board of Directors Reception and Dinner
(Invite Only)
Tuesday, January 7, 2020
10:00 AM – 6:00 PM Registration Open
10:00 AM – 12:00 PM Executive Committee Meeting (Invite Only)
(Lunch Provided)
11:45 AM – 2:00 PM CBA Past Chairmen’s Luncheon (Invite Only)
2:15 PM – 3:15 PM Banker Benefits Board of Directors Meeting (Invite Only)
3:30 PM – 5:00 PM Board of Directors Meeting (Invite Only)
5:00 PM – 6:00 PM Welcome Reception (All Attendees)
Wednesday, January 8, 2020
7:30 AM – 4:00 PM Registration Open 
(Closed during luncheon: 12:00 p.m. – 1:15 p.m.)
8:00 AM – 9:00 AM Breakfast
9:15 AM – 9:30 AM Welcome Remarks & Opening Keynote Introduction

Steve Andrews 
President & CEO
Western Bankers Association
9:30 AM – 10:30 AM

Opening Keynote Address
 

Steve Hatfield
Principal, Global Future of Work Leader
Deloitte Consulting LLP

 

10:30 AM – 10:50 AM Refreshment Break
11:00 AM – 12:00 PM Learning Sessions – Series 1

Learning Session #1


M&A Outlook for 2020

- Aaron Axton, Managing Director, Keefe, Bruyette & Woods
- Jeff Wishner, Managing Director, Keefe, Bruyette & Woods
- Caspar Bentinck, Managing Director, Piper Sandler
- David Sandler, Principal, Piper Sandler


Learning Session #2

Facing the Liquidity Challenge Head On

Mark Haberland 
Managing Director
Darling Consulting
12:00 PM – 1:15 PM Luncheon
1:30 PM – 2:45 PM General Session

U.S. and California Economic Outlook​

Chris Thornberg
Founder 
Beacon Economics
1:30 PM – 3:00 PM Guest Activity:
Mixology 101
2:45 PM – 3:15 PM Refreshment Break
3:15 PM – 4:30 PM Peer Networking Exchange
5:00 PM – 6:00 PM Reception
6:00 PM – 8:00 PM Dinner/Entertainment
Thursday, January 9, 2020
7:30 AM – 12:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM Learning Sessions – Series 2

Learning Session #1


The Latest on California’s Privacy Act

Kevin Gould
SVP, Government Relations
California Bankers Association

Nancy Thomas 
Partner
Morrison & Foerster LLP


Learning Session #2

Cybersecurity Takes a Seat in the Boardroom

Trent Fleming
Trent Fleming Consulting
10:00 AM – 10:30 AM Refreshment Break
10:30 AM – 12:00 PM Closing Keynote Speaker

Three Megatrends and Four Best Practices
That Will Shape Your Business Future


Richard Karlgaard
Publisher and Futurist
Forbes Media
12:00 PM Conference Adjourns
Overview

Season Pass & Web Pass Options
More Education for Less Money

Our Season Pass is designed to offer access, value and convenience to all of the outstanding educational programs that Western Bankers produces. With this program you can save more than 50% on your registration fees to WBA events for the year your pass is active! The passes can be used by your employees and bank representatives, and is available to WBA Members and Non-Members.

Overview

2020 Lenders & Chief Credit Officers Conference
The Ritz-Carlton, Laguna Niguel • Dana Point, CA
November 4 - 6, 2020

The 2020 Lenders & Chief Credit Officers Conference brings together lending professionals from across the West Coast for four days of premier education and networking opportunities. Hear from business leaders, strategists, and peers during interactive sessions designed to explore shared opportunities and challenges, discuss examiner expectations, and develop a greater understanding of today’s marketplace.

Pricing

Pricing

Pricing For

Through 12/27/2019 After 12/27/2019
WBA Bank Member $995 $1,345
WBA Season Pass Holder $995 $995
Bank Non-Member N/A N/A
WBA Associate Member N/A N/A
Guest Registration   
Guest Registration  $495
Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Monday, December 23, 2019. No refund if cancellations are received after Monday, December 23, 2019.

Agenda

Agenda

Wednesday, November 4
10:00 AM – 5:30 PM Registration Open
1:00 PM – 2:00 PM Opening General Session
2:30 PM – 3:00 PM Refreshment Break
3:00 PM – 4:15 PM Peer Exchange
4:30 PM – 5:30 PM Welcome Reception
Thursday, November 5
7:00 AM – 4:00 PM Registration Open
7:30 AM – 2:45 PM Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 9:45 AM General Session
9:45 AM – 10:45 AM Learning Sessions
10:45 AM – 11:00 AM Refreshment Break
11:00 AM – 12:00 PM General Session
12:00 PM – 1:15 PM Lunch
1:15 PM – 2:15 PM Learning Sessions
2:15 PM – 2:45 PM Refreshment Break
2:45 PM – 4:00 PM Peer Exchange Session
4:00 PM – 5:00 PM Reception
Friday, November 6
7:00 AM – 12:00 PM Registration Open
7:30 AM – 8:30 AM Marketplace Open
7:30 AM – 8:30 AM Breakfast & Vendor Prize Drawing
8:30 AM – 9:30 AM Learning Sessions
9:30 AM – 10:00 AM Refreshment Break & Hotel Check Out
10:00 AM – 11:45 AM General Session & Closing Remarks
Hotel

Hotel & Travel

Four Seasons Resort at the Biltmore (Room block is now sold out)
1260 Channel Drive
Santa Barbara, California 93108
(805) 565-8299
Biltmore check-in time is 4:00 p.m. and check-out time is 12:00 p.m.

The hotel room block at the Four Seasons Resort at the Biltmore is now sold out.
For accommodations please check below for the other hotels in the area.

Important Note Regarding Hotel Cancellations: the Four Seasons Resort at the Biltmore has a 21-day cancellation policy and requires a fully non-refundable deposit of all nights’ room and tax to secure your reservation. Should you need to cancel, your cancellation must be received with 21-days prior to your confirmed arrival. Your confirmed reservation and the above cancellation policy will be provided in writing, via email, to you from the Four Seasons Resort, The Biltmore.

Parking: overnight valet $38, daily self parking $20

Other hotels in the surrounding area:

Montecito Inn - (0.5 miles away from The Biltmore)
1295 Coast Village Road
Santa Barbara, California 93108
(800) 843-2017

Hilton Santa Barbara Beachfront Resort (2.7 miles away from The Biltmore)
(Formerly the Fess Parker Hotel)

633 East Cabrillo Boulevard 
Santa Barbara, CA 93103
(800) 879-2929

Hyatt Centric Santa Barbara Hotel (2.8 miles away from The Biltmore)
1111 East Cabrillo Boulevard
Santa Barbara, CA 93103
(805) 882-1234

Kimpton Canary Hotel (5 miles away from The Biltmore)
31 West Carrillo
Santa Barbara, CA 93101
(866) 999-5401
(805) 884-0300

The Ritz Carlton Bacara Santa Barbara (17.4 miles away from The Biltmore)
8301 Hollister Avenue
Santa Barbara, CA 93117
(805) 968-0100

Overview

Webinars

Webinars, offered through Western Bankers Association, are an extensive suite of online webinar training that enable bankers to enjoy flexible and cost-effective education across all critical areas of banking. Webinar topics such as payments, retail banking, compliance, fi­nance, lending, technology, HR, M&A, compensation, directors issues and more, are covered in a comprehensive, and easily accessible format.

Post

WBA’s Social Impact Awareness Campaign
Join Us!

In 2018, the WBA, in partnership with the Federal Home Loan Bank of San Francisco,  launched their social impact awareness campaign designed to share with public the tremendous impact our member banks have in the communities they serve. The focal point of the campaign is the creation of a series of regionally focused videos designed to highlight these efforts and showcase the positive impact.

The video series can be viewed on our YouTube page here.