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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 
Montecito Bank & Trust

Dan O’Malley 
Founder & CEO 

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
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
Wolf & Company, P.C.

Learning Session #3

Recent Developments in Bank Corporate Governance

Shawn Turner
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
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    

Kevin Gould
SVP, Director of Government Relations
Western 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.


James Ballentine
VP of Congressional Relations
American Bankers Association

James Ballentine is the Executive Vice President of Congressional Relations and Political Affairs for the American Bankers Association (ABA). James, a 13 year veteran of ABA, leads the association’s Congressional Affairs and lobbying group and is responsible for managing and directing ABA’s political operations and grassroots initiatives.


Laurie Stewart
American Bankers Association

Laurie Stewart is president and CEO of Seattle-based Sound Financial Bancorp, Inc., and celebrates 30 years with Sound Community Bank this year. Sound has eight branches, two loan production offices and total assets in excess of $717 million, as well as a loan servicing portfolio of over $330 million.


Mike Cohn
Wolf & Company, P.C.

Mike serves as Director of the WolfPAC Solutions Group at Wolf & Company. He is responsible for the strategic direction of the group and provides enterprise risk management (ERM) advisory services and board training to community based financial institutions.


Steve King
Wolf & Company, P.C.

Stephen serves as a Principal and the Director of the Regulatory Compliance group where he guides clients through the myriad of federal and state banking statutes from both an operational and legal perspective. Stephen is responsible for managing a team of professionals to ensure the successful delivery of compliance services to Wolf clients.


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

Community banking has changed dramatically in the last 10 years: yields are down, deposits are scarce, and economic headwinds are erratic. All too often, the largest banks are setting the paths that smaller banks must follow. Traditional operating methods that worked in the past can no longer make a difference in turning the situation around. The only true option that works is


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

Adam Mustafa is a co-founder of the Invictus Group. He has overseen the design and implementation of fully-customized capital stress testing, capital management, CECL, and strategic planning systems. He has also advised acquisitive and high growth banks, banks under enforcement actions, and de novos.

IT, Technology, & Operations

Strong Third-Party Risk Management – Do You Have It?

This session will focus on best practices and regulatory expectations for strong risk management of third-party relationships within community banks. The session will provide a high-level overview of regulatory expectations, industry best practices, and emerging trends and issues. The goal of this webinar is to provide board members and executives a contemporary view of mature third party risk management, an understanding of emerging issues and risks, and provide some basic questions to be able to credibly challenge their own program states.

Who Should Attend: Executive Director, Chief Risk Officer, Legal Counsel, Chief Operations Officer, Chief Technology Officer

Legal & Regulatory Compliance

Industrial Hemp Businesses: Risk Management Best Practices

With the 2018 Farm Bill and subsequent state and federal guidance, everyone is ready to jump on the hemp bandwagon. Financial institutions see the benefits of offering services to these businesses but aren’t exactly sure what risks these businesses present to the bank and how they can effectively manage these risks. In this webinar, learn best practices for initiating a hemp program at your institution including onboarding and ongoing due diligence requirements. These businesses are looking for good banks to partner with for their banking relationship, so having a clear understanding of how to bank to these unique clients will profoundly benefit both the business and the bank.

Who Should Attend: Compliance and Risk Professionals, Branch Banking Leaders


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 

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.

IT, Technology, & Operations

Top Exam Trends in Cybersecurity

There has been a lot of examination activity related to cyber since the FDIC began the rollout of their InTREx risk-based IT exam approach and the OCC made enhancements to the cybersecurity assessment tool used in the IT exam process. Join us as we share with attendees the top trends we see in examinations related to cybersecurity programs. You’ll be better informed as to how to ensure you meet the regulatory requirements and most importantly, maintain customer trust.

Who Should Attend: Risk Professionals, Cybersecurity Professionals

Pay It Forward Initiative

Pay It Forward Initiative
Working Wardrobes

In the long-standing tradition of WBA’s Women in Banking Forum, we are excited to announce this year’s Pay-It-Forward beneficiary, Working Wardrobes, who are celebrating 30 years of service. Working Wardrobes is a nonprofit organization dedicated to helping women, men, young adults, and veterans overcome difficult challenges so they can achieve the dignity of work and the power of a paycheck. By providing a full menu of career development services in addition to their clients having access to professional attire, Working Wardrobes supports transformation from the inside out.

At this year’s Women in Banking Forum, we welcome the local chapter president, who will personally accept donations from our generous bankers and partners. Please help bridge the gap from a difficult past to a bright future by donating your gently used professional attire and accessories. WBA will have a drop-off designation at the event.

The road to success is a journey, and we are honored to contribute to this worthy cause. For more information, please contact Montana Townsend at or call direct at (916) 438-4427.

Human Resources & Staff Training

Getting a “Bang for Your Buck” with Annual Cash Incentives

This session focuses on exploring the usefulness and need for performance-based cash incentive plans. In this session, explore typical plan design parameters and common goals that are utilized amongst banks, the range of payouts for various positions, and discuss the weighting of goals between company, department, and individual. Participants will walk away feeling more comfortable with promoting and developing a performance-based cash incentive plan.

Who Should Attend: VP of Human Resources, HR Analyst, HR Business Partner, Executive Director 

IT, Technology, & Operations

Growth Strategies in the New Bank

As the race for core customer relationships, core deposits and talent intensifies, it is imperative to have your financial institution positioned for growth if you want to survive … and thrive. During this session, explore specific and actionable strategies to: (1) grow core customers, (2) increase core deposits, (3) develop your team and (4) improve overall financial performance.

Who Should Attend: Chief Executive Officer, Chief Operating Officer


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 for assistance.


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.

Credit & Lending

Detecting a Problem Loan Before It Becomes a Problem

In commercial lending, it is critical to determine and assess problem loans as quickly as possible to allow the lender to resolve them efficiently. In this session, learn how the lender’s business and legal teams can work together to identify potential risks and issues quickly, and design strategies to both minimize the lender’s problem loans and potential exposure. Webinar attendees will explore a variety of techniques to maximize recovery and reduce costs in the handling of troubled loans.

Who Should Attend: Chief Credit Officer, Chief Lending Officer, Chief Risk Officer, Executive Director

Human Resources & Staff Training

New Year, New Goals

With the year coming to a close and new organizational goals being identified, it is imperative to remember that employees need a clear vision to stay motivated and performance-oriented. Webinar participants will hear tips to optimize performance management methods and best practices to help managers sharpen skills around goal setting. Relevant topics to be discussed include sales incentive evolutions, workforce trends, and the employee burnout factor. 

Who Should Attend: Training & Development Professional, Branch Administration Leadership, HR Professionals, Executive Director

Legal & Regulatory Compliance

Goodbye Independent Contractors, Hello Employees: Welcome to AB-5

California recently enacted AB-5, a bill codifying the Dynamex court decision and making it much more difficult to classify a worker as an independent contractor as opposed to an employee. In this webinar, we will explore the practical implications of this new law and how it affects businesses throughout the state in terms of how they must identify and treat their workers. The dangers of misclassifying a worker as an independent contractor instead of an employee are now greater than ever, subjecting businesses to significant fines, penalties and back wages if a worker is improperly classified. 

Who Should Attend: Chief Risk Officer, Business Banking Officer, General Counsel


Rise of Fintechs: Threat or Opportunity?

With the rise of fintechs in consumer loan origination, banks face a choice: ignore them, compete with them, or partner with them. In this session, learn how to identify the right avenues of cooperation and navigate potential pitfalls in developing strategic partnerships with fintechs that will complement or diversify current lending programs. Explore possible forms of collaboration between your bank and new fintech originators. Attendees will learn how taking an allied partnership approach with fintechs can improve customer experience and add organizational value.

Who Should Attend: Lending Professionals, Executive Leadership, Executive Director

IT, Technology, & Operations

Website Accessibility Issues Under the ADA

In recent years, the loan origination and servicing industry have been hit with a wave of lawsuits and demand letters from law firms representing blind individuals claiming they were denied the use of various originator and servicer websites because those websites failed to comply with ADA standards for accessibility to individuals with disabilities.

Legal & Regulatory Compliance

Website Accessibility Issues Under the ADA

In recent years, the loan origination and servicing industry have been hit with a wave of lawsuits and demand letters from law firms representing blind individuals claiming they were denied the use of various originator and servicer websites because those websites failed to comply with ADA standards for accessibility to individuals with disabilities.


Seven Lessons Learned in Contract Negotiation

Join this webinar for a description and a discussion about the seven most common areas where contract negotiation lessons have been learned, again and again. With the use of real-life examples, banking executives will not only learn from other’s mistakes, but may also find gains where many have lost.

Who Should Attend: Chief Executive Officer, Chief Operating Officer, Bank Counsel, Compliance Officer, Vendor Management Officer


Navigating Wholesale Funding Options

Three years into a tightening monetary policy, and the question now is: will the Fed continue to raise rates in 2019 or pause based on recent domestic and global uncertainty, and what effect will that having on funding opportunities? In this webinar, bankers will learn how to understand the complexities of wholesale funding in order to achieve their desired goals. With economic optimism and an active Fed policy creating increased pressure on liquidity, it will be important for banks to look to alternative sources of funding and how they behave throughout different economic cycles.

Who Should Attend: Chief Executive Officer, Chief Operations Officer, Chief Financial Officer, VP of Finance, Controller


How to Analyze Profitability Like a Pro

Want to become a more profitable institution? This webinar explores new techniques to analyze profitability, including the effect of probability of default and prepay in estimating cash flows. Cash flows are an integral part of CECL for many institutions, and this presentation will illustrate a valuable way to leverage CECL efforts beyond reserve calculations.

Who Should Attend: Chief Credit Officer, Chief Financial Officer, Senior Loan Officer, Loan Officer, VP Accounting, Controller