2021 Lenders & Chief Credit Officers Conference Handouts
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Handouts

*All times listed below are in PDT

Monday, November 15, 2021
8:00 AM – 4:30 PM Registration Open
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:25 AM Opening General Session

Making and Sustaining an “All-Weather” Credit Culture

Tim Bruckner
Chief Credit Officer
Western Alliance Bancorporation
10:25 AM – 10:40 AM Morning Break
10:40 AM – 11:40 AM Learning Sessions
  Learning Session #1

Leveling the Playing Field
(Unable to share slides)
(Please contact speaker for more information)


Mark Buchanan

President & CEO
BancLeasing, LLC
  Learning Session #2

The Resiliency of the Leveraged Loan Market

Brendan Hart
Director
Alliance Partners

Sally Hazen
Western Region Managing Director

Alliance Partners
11:40 AM – 12:45 PM Lunch & Marketplace Time
12:45 PM – 1:55 PM General Session

Interactive Discussion with Bank Chief Appraisers
(No Slides)


David Rosenthal
President & CEO
Curtis-Rosenthal, Inc.

William Jones
Senior Vice President, Chief Appraiser
Citizens Business Bank

Kenneth Hall
Director Appraisal
First Citizens Bank

Ernie Lopez
SVP, Chief Appraiser

East West Bank
1:55 PM – 2:10 PM Afternoon Break
2:10 PM – 3:10 PM Learning Sessions
  Learning Session #1

Issues in Commercial Lending:
Emerging from COVID-19 and the Path Forward


Gary Tokumori
Ken Miller

Shareholders
Parker Milliken
  Learning Session #2

Grow Loans and Protect Income Through Hedging

Ben Lewis

Managing Director
Chatham Financial
3:10 PM – 3:15 PM Transition Break
3:15 PM – 4:30 PM General Session

Legislative Update

Kevin Gould

Senior Vice President, Director of Government Relations
California Bankers Association
  Evening Open for Vendor Dinners
Tuesday, November 16, 2021
8:00 AM – 4:15 PM Registration Open                                                          
8:00 AM – 9:00 AM Breakfast & Marketplace Time
9:00 AM – 10:10 AM General Session

Cryptocurrencies: A Lender’s Friend or Foe?

Scott Goodwin
Principal

Wolf & Company, P.C.
10:10 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

The Workout and/or Settlement Agreement -
Twenty Five Must Have but Often Forgotten Provisions


Barry Smith

Attorney
Buchalter APC
  Learning Session #2

No More Excuses – Leverage Loan Pricing For Better Results

Darryl Mataya

Senior Advisor
Abrigo
11:30 AM – 12:45 PM Lunch & Marketplace Time
12:45 PM – 1:45 PM Learning Sessions
  Learning Session #1

The Benefits of Working Capital Loan Guarantees by the Export-Import Bank of the United States

Michael Dwiggins

Lender Account Manager
Export Import Bank of the United States
  Learning Session #2

Demise of LIBOR: Where We Are and Where We Are Going

Joel Cook

Attorney, Partner and Practice Group Manager
Aldrich & Bonnefin, PLC
1:45 PM – 2:00 PM Afternoon Break
2:00 PM – 3:00 PM General Session

Economic Update
(Unable to share slides)


Dr. Jim Doti
Professor, President Emeritus
Chapman University
The George L. Argyros School of Business and Economics
3:00 PM – 3:15 PM Transition Break
3:15 PM – 4:15 PM Peer Exchange Sessions
4:15 PM – 5:30 PM Reception
Wednesday, November 17, 2021
8:00 AM – 11:15 AM Registration Open                                                     
8:00 AM – 9:00 AM Breakfast & Vendor Prize Drawings
9:00 AM – 10:00 AM Learning Sessions
  Learning Session #1

Managing Concentrations in a Post-Pandemic World

Adam Mustafa
CEO
Invictus Group
  Learning Session #2

Balance Sheet Management Strategies to Improve Loan Profit

Matt Johnner

President
BankLabs
10:00 AM – 10:15 AM Morning Break
10:15 AM – 11:15 AM Closing General Session

The Seven Degrees of Cannabis Lending

Joe Lynyak
Partner

Dorsey & Whitney LLP

Peter Nelson
Partner

Dorsey & Whitney LLP