2020 Lenders & Chief Credit Officers Conference Handouts
Click below to access session handouts
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 CEO 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 Founder/CEO 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 CEO 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) Infographic 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 MonJa |
|
| 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 Principal 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 Shareholder Parker Milliken Kenneth Miller Shareholder 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. Shareholder Buchalter 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 Founder May Realty Advisors Eric Sackler Director Coldwell Banker Commercial Lee Segal President Segal Commercial Jon Dishell Chief Capital Officer Gemini Rosemont |