2020 Lenders & Chief Credit Officers Conference Handouts
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To access the available decks please click on the session title that have links
Handout links will be available as soon as they are received from speakers


*All times listed below are in PST

Wednesday, November 4
9:00 AM – 10:15 AM Opening Keynote​

Pivot Point: Thriving In A Post-COVID World
(No Slides)

Shawn Rhodes
Shoshin Consulting
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Session #1

Valuing Properties in a COVID World

David Rosenthal
President & CEO
Curtis-Rosenthal, Inc.
  Learning Session #2

How To Convert PPP Customers Into
Full Banking Relationships

Ray Adler
BTI Growth Advisors
11:30 AM – 1:00 PM Lunch & Marketplace Time
1:00 PM – 2:00 PM Learning Session #1

Competing for Commercial Loans –
Winning with Swaps

Ben Lewis
Managing Director
Chatham Financial​
  Learning Session #2

Applying Artificial Intelligence to Monitor Small Business
Borrower Performance and Portfolio Risk in Real Time

Gord Baizley
Judi AI
2:00 PM – 2:15 PM Break
2:15 PM – 3:30 PM General Session​

Economic Update

Dr. Peter Rupert
Professor of Economics
University of California, Santa Barbara
4:00 PM – 5:00 PM Virtual Happy Hour with a Performance by Ryan Hiller
Thursday, November 5
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:15 AM General Session

The 21 Core Sales Competencies – Your Path to Growth

Mark Trinkle
Chief Growth Officer
Anthony Cole Training Group
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Session #1

Platform Creep: Getting the Right Foundation (No Slides)
Managed Contact Branch

Scott Fieber
VP of Strategic Solutions
Cook Security Group
  Learning Session #2

Commercial and Small Business Lending,
Today and Post-COVID

James Wu
Founder & CEO
11:30 AM – 1:00 PM Lunch & Marketplace Time
1:00 PM – 2:00 PM Learning Session #1

How to Lend Over the Business Cycle and
Through the Pandemic

Dev Strischek
Devon Risk Advisory Group, LLC
  Learning Session #2

SureBuild Project Completion Insurance –
Proactive Insurance in the Event of Borrower Default

Joe Derhake, CEO
Jenny Redlin, Principal
Chelsy White, Managing Director of Saint Vincent
Partner Engineering and Science, Inc.
2:00 PM – 2:15 PM Break
2:15 PM – 3:15 PM Peer Exchange Session (Bankers Only)
3:15 PM – 3:30 PM Break
3:30 PM – 4:30 PM Learning Session #1

Creating a Digital Lending Experience for
Your Employees and Commercial Customers

David Catalano
SVP Business Development
Baker Hill
  Learning Session #2

Handling Problem Loans in the Age of COVID-19

Gary Tokumori
Parker Milliken

Kenneth Miller
Parker Milliken​
Friday, November 6
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:00 AM General Session

Legislative Update

Kevin Gould 
SVP, Director of Government Relations 
California Bankers Association

Melanie Cuevas 
VP, Government Relations 
California Bankers Association

Jason Lane 
VP, Deputy Director, Government Relations 
California Bankers Association
10:00 AM – 10:15 AM Break
10:15 AM – 11:15 AM Learning Session #1

Lending to the Cannabis Industry
(No Slides) – Please see articles below

Richard Ormond – Solutions & Alternatives to
Bankruptcy for Cannabis Businesses

Dante Tosetti – SSRN White Paper

Richard Ormond – Cannabis, Cash, and Crime

Terry Neeley
Founder & Managing Director
West Coast AML Services, LLV

Richard P. Ormond, Esq.

Dante Tosetti
Chief Credit Officer
Beacon Business Bank
  Learning Session #2

Data Collection Informing Construction Loan Risks

Jim Fraser
Director, CRE Strategy
Built Technologies
11:15 AM – 11:30 AM Break
11:30 AM – 12:45 PM Closing General Session

The Future of Real Estate
(No Slides)

Moderated by:
David Rosenthal, President & CEO, Curtis-Rosenthal, Inc.

Matthew May 
May Realty Advisors

Eric Sackler
Coldwell Banker Commercial

Lee Segal 
Segal Commercial

Jon Dishell 
Chief Capital Officer
Gemini Rosemont