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Dancing with Fintech in Risk Shoes

Risk and compliance professionals have always been charged with creating a culture that made it possible for their organization to quickly adapt to regulatory changes, changing oversight trends, and evolving customer expectations. In this session, learn how the advent of fintech innovations in the delivery of banking products and services are creating heightened customer expectations around speed, ease of access, efficiency, and automation. This webinar will evaluate the risks banks should consider when undertaking a new fintech collaboration and how to successfully overlay compliance culture into a new venture.

Who Should Attend: Risk Professionals, Chief Technology Officer, Bank Director, Chief Compliance Officer, Compliance Professionals

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Funding Your FI in the New Age – Keys to Your Funding Options

This session will provide best practices to manage funding costs and risk management needs while providing the framework to better leverage core deposits. In this session, attendees will address how “big bank” liquidity rules impact deposit markets and access the role and strategy of various funding sectors. Join this webinar to grasp a deeper understanding of liquidity rules and learn how your institution can benefit from having a clear understanding of this framework.  

Who Should Attend: Credit Analyst, Chief Credit Officer, Chief Risk Officer, VP of Accounting, Chief Financial Officer

Agenda

Agenda

Tuesday, January 7, 2020
10:00 AM – 5:00 PM WBA Board of Directors Meetings (Invite Only)
5:00 PM – 6:00 PM Opening Welcome Reception (All Attendees)
Wednesday, January 8, 2020
8:00 AM – 4:30 PM Registration Open
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
10:30 AM – 10:50 AM Refreshment Break
11:00 AM – 12:00 PM Learning Sessions – Series 1
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
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
8:00 AM – 12:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM Learning Sessions – Series 2
10:00 AM – 10:30 AM Refreshment Break
10:30 AM – 12:00 PM Closing Keynote Speaker
12:00 PM Conference Adjourns
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Spotting Issues in the Most Important Due Diligence Documents

Properly reviewing vendor due diligence is necessary for vendor management success. During this session, we will demystify the structure and terminology of three of the most informative and important due diligence documents you should be getting from your vendors: SOC reports, financial statements, and business continuity plans. Receive tips on how you can review these documents and develop techniques for explaining results to your management.

Who Should Attend

Compliance Officer, Risk Officer, Vendor Management Officer, Operations Director, Chief Operations Officer, Senior Vice President, Vice President

CPE Credits

CPE Credits

The 2019 FDIC Community Bankers Workshop has been granted 6 CPE Credits. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 

Pricing

Pricing

Pricing For Through 10/13/2020 After 10/13/2020
WBA Bank Member $845 $1,045
Bank Non-member $1,345 $1,345
WBA Associate Member $2,500 $2,500
WBA Member Season Pass Holder $845 $845
Guest Fee $395 $395

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by October 20, 2020. No refund if cancellations are received after October 20, 2020. Substitutions welcomed.

Hotel

Hotel and Travel

The Ritz-Carlton, Laguna Niguel
One Ritz Carlton Dr
Dana Point, CA 92629

Hotel accommodations can be made by calling The Ritz-Carlton, Laguna Niguel reservations department at (949) 240-2000 or toll free at 1-877-266-6065. Please mention Western Bankers Association (WBA) to receive the special group rate. The WBA rate is starting at $289/night, 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 Sunday, October 4, 2020. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Pricing

Pricing

Pricing For

Through 9/14/2020 After 9/14/2020
WBA Bank Member $395 $495
Law Firm Member $695 $695
Bank Non-Member $695 $695
WBA Member Season Pass Holder $395 $395
WBA Associate Member $1,000 $1,000
Law Firm Non-Member $1,000 $1,000
Hotel

Hotel and Accommodations

Caesars Palace Las Vegas Hotel & Casino
3570 S Las Vegas Blvd
Las Vegas, NV 89109
(866) 227-5938

Hotel accommodations can be made by calling the Caesars Palace Las Vegas Hotel & Casino at (866) 227-5938. Please mention Western Bankers Association 2020 Regulatory Compliance to receive the special group rate. The WBA rate is starting at $219/night, 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 Friday, September 4, 2020. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Hotel

Hotel and Accommodations

Caesars Palace Las Vegas Hotel & Casino
3570 S Las Vegas Blvd
Las Vegas, NV 89109
(866) 227-5938

Hotel accommodations can be made by calling the Caesars Palace Las Vegas Hotel & Casino at (866) 227-5938. Please mention Western Bankers Association 2020 Regulatory Compliance to receive the special group rate. The WBA rate is starting at $219/night, 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 Friday, September 4, 2020. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

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HR as a Center of Excellence: Making Your Department the Hub of Culture & Engagement

The American workforce has more than 100 million full-time employees. One-third of those employees are engaged at work. They love their jobs and make their organization better every day. At the other end, 16% of employees are actively disengaged — they are miserable in the workplace and destroy what the most engaged employees build. The remaining 51% of employees are not engaged — they’re just there. How do you transform your workplace culture into a culture of engaged employees? This session will explore culture, engagement, and HR as a center of excellence for driving positive change.

Who Should Attend: MR Director, HR Manager, HR Business Partner

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They’re Back – Problem Loans – Know When to Hold Them and Fold Them

As the economy slows and starts to expose weaknesses with some bank borrowers, banks are starting to experience some credit problems. Now is the time when smart bankers seize the opportunity to prune their portfolio either by forcing potential problem borrowers to address weaknesses in their businesses or encouraging them to find other lenders. The 10-year expansion means that bankers with less than 10 years’ experience have not had much exposure to problem loans, so their ability to identify them, evaluate them, and manage them is probably very limited. This webinar is designed for line lenders with some basic commercial lending experience and credit personnel who are responsible for identifying potential problem loans, who take the first steps to protect the bank’s position, and who begin the processes to resolve the problem.

Who Should Attend: Credit Officer, Lending Officer, Risk Officer, Commercial Lending Officer

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Asset Based Lending: Easier Said Than Done – Policy and Underwriting Guidance for ABL Receivables and Inventory

Asset-based lending (ABL) is a form of commercial lending designed to finance safely the working capital needs of a borrower whose cash flow may not support debt repayment. Like other commercial loans, cash flow is the primary repayment source for an asset-based loan but with stronger reliance on the company’s assets as collateral and firmer control over the receipts of the collateral’s liquidation. Monitoring and controlling collateral are critical to the asset-based lender to mitigate repayment risk. Collateral evaluation begins with a comprehensive field examination to determine value, followed by a continuing program of periodic examinations. The collateral and loan values are monitored continuously (daily/weekly/monthly) to ensure that the realizable value of the collateral is always enough to repay outstanding. This session will explain how the ABL policy and process must work to ensure the bank is repaid on time, in full, and as agreed

Who Should Attend: Credit Officer, Lending Officer, Risk Officer, Commercial Lending Officer

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Vendor Management: Aligning Risk Management Practices & Business Objectives to Ensure Successful Outcomes

Banks are looking to increase efficiencies by partnering with fintech companies or using new technology to streamline processes, but don’t let flashy product demonstrations leave you with a false sense of optimism! Such goals can only be achieved with sufficient vetting before the contract is signed. In this session, learn how you can increase the likelihood for successful outcomes when outsourcing to third-party vendors to satisfy regulatory expectations while also achieving strategic business objectives. Learn from real-life case studies to develop concrete business requirements to form an effective RFP, properly leverage product demonstrations to assess the solution against those requirements and determine metrics to measure success.

Who Should Attend

Chief Technology Officer, IT Director, Chief Operating Officer, Branch Operations Leader, Chief Financial Officer

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Five Proven Ways to Jump-Start Core Deposit Growth in 2020

Generating low-cost core deposits is an urgent strategic priority for financial institutions nationwide. In this highly-competitive, rising-rate environment, demand for core funding is high, and many community institutions are scrambling to keep pace. The challenge: old strategies to attract core deposits are no longer relevant to today’s consumers and the conventional wisdom that financial institutions have relied on in the past, no longer works. The solution: coaching financial executives to profitably grow core deposits, expand their branch networks, and successfully serve their broader communities. Join this webinar to learn how embracing and deploying a new strategy that rejects conventional wisdom and successfully resonates with consumers can revive your organizations bottom line.

Who Should Attend: Operations Officers, Information & Technology Officers, Chief Financial Officers, Vendor Management

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The 45-Minute Deposit Study

Key model assumptions for non-maturity deposits (beta and decay) often represent a major ALM modeling weakness at community banks. In this session, learn how to support these model assumptions using straightforward, transparent, and accepted methods. Implementing these methods will not only improve your exam and validation experience but will result in cleaner and more effective modeling. It’s much easier than you may expect.

Who Should Attend

Director, Chief Executive Officer, Chief Financial Officer, ALCO Member, Controller, Senior Financial Specialist, Risk Officer,

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Avoiding Surprises in Mortgage Servicing

As banks face competitive challenges and increased regulatory and investor scrutiny, establishing internal monitoring systems to provide ongoing feedback on critical servicing components should be an integral part of the management structure for all loan servicers. Preventing surprises that can result in significant operational, regulatory, reputational, and financial burdens, if not detected on a timely basis is just as critical. In this webinar, attendees will learn about the challenges servicers have had managing and implementing the Consumer Financial Protection Bureau rules, especially related to servicing transfers. In addition to implementing the rules, regulatory and investor quality control requirements for the ongoing monitoring of servicing activities will be addressed.

Who Should Attend: Mortgage Loan Officer, Chief Finance Officer, Loan Administrator, Credit Officer, Underwriter, Loan Processor, Risk Officer, Compliance Professionals