2019 Lenders & Chief Credit Officers Conference Handouts
Click below to access session handouts


Monday, October 7

8:30 AM – 9:45 AM Opening General Session

Vision – Mindset – Grit

Scott Burrows
Motivational Keynote Speaker
9:45 AM – 10:45 AM Learning Session

Detecting a Problem Loan Before
It Becomes a Problem

Gary Tokumori
Parker, Milliken, Clark, O’Hara &
Samuelian, APC (PMCOS)

Kenneth Miller
Parker, Milliken, Clark, O’Hara &
Samuelian, APC (PMCOS)
  Learning Session

Implications and Practical Issues in the Switch
from the LIBOR Index to the SOFR Index

Michael Flynn
of Counsel

Reed Mercado
Senior Counsel
11:00 AM – 12:00 PM Learning Session

Surfing the Business Cycle: Lending Through
Its Ups and Downs

Dev Strischek 
Devon Risk Advisory Group
  Learning Session

Learn Why Banks Outsource

Barbara Griffith
SCL Equipment Finance
1:15 PM – 2:30 PM General Session

Economic Update

Kevin Depew
Deputy Chief Economist

Tuesday, October 8

8:30 AM – 9:45 AM General Session

Anatomy of a Workout: Is There a New Playbook?

Moderator & Panelist: 
Barry Smith, Esq. 

Robert O. Riiska
Managing Director 
Sierra Constellation Partners LLC

David Scheiber 
SVP Deputy Manager Special Asset Department​
Cathay Bank

Jeffrey E. Brandlin, CPA, CFF / CIRA, CM&AA 
Senior Managing Director
Brandling & Associates
9:45 AM – 10:45 AM Learning Session

Relationship Profitability: Unlocking Value
from the Institution’s Relationships

Roy Berelowitz
Vice President, Strategic Industry Sales
Kaufman, Hall & Associates, LLC

Bryan Ridgway
Senior Solutions Engineer
Kaufman, Hall & Associates, LLC
  Learning Session

Caught in a Political Storm – A Legislative Update

Kevin Gould
SVP, Director of Government Relations
California Bankers Association
11:00 AM – 12:00 PM General Session

CECL Approach & Preparedness for Community Banks

Aaron Lucey 
VP & Information Security Officer
Summit State Bank

Brian Reed 
EVP & Chief Credit Officer
Summit State Bank
1:15 PM – 2:15 PM Learning Session

A Credit History Report

Bill Phelan
SVP & General Manager
​PayNet, An Equifax Company
  Learning Session

Improving Credit Risk Management: Moving from Doing
the Deal to Understanding the Risk-to-Loan Portfolio

Merrill Reynolds 
Reynolds Williams Group
2:45 PM – 4:00 PM General Session

Rise of Fintechs: Threat or Opportunity?

Tyler DuBusky
Principal & Co-Founder​
Premier Consumer Capital

Kelly Riddle
Principal & Co-Founder
Premier Consumer Capital

Wednesday, October 9

8:30 AM – 9:30 AM Learning Session

Late Cycle Lending: It’s Different This Time!​

Dan Glaeser
SVP/ Manager of Commercial Banking Portfolio
Montecito Bank & Trust

Learning Session

Middle Market Credit Lending Trends & Analysis

Laurent Birade
Senior Director, Regulatory and Accounting Solutions
Moody’s Analytics
10:00 AM – 11:45 AM General Session & Closing Remarks

The Consultative Banker’s Approach:
Four Strategies Proven to Build a Full Banking Relationship

Ray Adler
Founder, President & CEO
BTI Growth Advisors