Lenders & Chief Credit Officers Conference
2022 Lenders & Chief Credit Officers Conference
The Ritz-Carlton, Laguna Niguel
Dana Point, CA
Please join us in beautiful Dana Point, California at the picturesque Ritz Carlton, Laguna Niguel for our 2022 Lenders & Chief Credit Officers Conference.
Register today!
Please make sure and reserve your hotel room today.
More details coming soon…
Hotel and Travel
The Ritz-Carlton, Laguna Niguel
One Ritz Carlton Dr
Dana Point, CA 92629
Hotel accommodations can be made by clicking here or by calling The Ritz-Carlton, Laguna Niguel reservations department at (949) 240-2000 or toll free at 1-877-266-6065. Please mention the Western Bankers (WB) to receive the special group rate. The Western Bankers group rate is starting at $299/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, September 25, 2022. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.
Agenda
*All times listed below are in local time.
**Agenda subject to change.
Sunday, October 23, 2022 | |
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12:00 PM – 5:30 PM | Registration Open |
12:00 PM – 1:00 PM | Exhibitor Set-Up |
1:00 PM – 2:15 PM | Welcome & Opening General Session Economic Update |
2:15 PM – 2:30 PM | Afternoon Break |
2:30 PM – 3:30 PM | Learning Sessions |
Learning Session #1 The Loan From Hell Barry Smith Shareholder Buchalter |
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Learning Session #2 Why Now is the Right Time to Grow Your Small Business Lending Program Gord Baizley CEO JUDI.AI |
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3:30 PM – 3:45 PM | Transition Break |
3:45 PM – 4:45 PM | Learning Sessions |
Learning Session #1 Commercial Lending/ Fixed Rate Swaps Speaker TBD PNC Capital Markets |
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Learning Session #2 Innovating through Digital Transformation Richard Fay Principal Wolf & Company, PC |
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4:45 PM – 5:45 PM | Welcome Reception |
Monday, October 24, 2022 | |
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8:00 AM – 3:15 PM | Registration Open |
8:00 AM – 9:00 AM | Breakfast & Marketplace Time |
9:00 AM – 10:00 AM | General Session Legislative Update Kevin Gould Executive Vice President, Director of Government Relations California Bankers Association Melanie Cuevas Vice President of Government Relations California Bankers Association |
10:00 AM – 10:30 AM | Morning Break |
10:30 AM – 11:30 AM | Learning Sessions |
Learning Session #1 Digital Consumer Lending Speaker TBD Strunk/ Quilo |
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Learning Session #2 Session Title TBD Ben Lewis Managing Director & Global Head of Sales Financial Institutions Chatham Financial |
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11:30 AM – 12:45 PM | Lunch & Marketplace Time |
12:45 PM – 1:45 PM | Learning Sessions |
Learning Session #1 Where is the CFPB now? Michael Flynn Of Counsel Buchalter |
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Learning Session #2 Loan Growth Through Technology and Automation – Can Your Institution Handle the Change? Rob Newberry Senior Advisor Abrigo |
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1:45 PM – 2:00 PM | Afternoon Break |
2:00 PM – 3:00 PM | Learning Sessions |
Learning Session #1 Uncertainty on the Horizon: The Balance Between Loan Growth & Credit Quality Speaker TBD CLA |
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Learning Session #2 LIBOR/SOFR Transition Zachary Davis, Esq. Senior Associate Luse Gorman, PC |
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3:15 PM – 4:30 PM | Peer Exchange Session |
Evening Open for Vendor Dinners |
Tuesday, October 25, 2022 | |
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8:00 AM – 10:30 AM | Registration Open |
8:00 AM – 9:00 AM | Breakfast & Marketplace Time |
9:00 AM – 10:00 AM | Learning Sessions |
Learning Session #1 HELOC Speaker TBD Wolters Kluwer |
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Learning Session #2 Countermoves: How to Tap Into Fintech Paul Davis Director of Market Intelligence SRM |
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10:00 AM – 10:15 AM | Morning Break |
10:15 AM – 11:15 AM | Session Session Title TBD Joe Lynyak Partner Dorsey & Whitney |
11:15 AM | Conference Adjourns |
CPE Credits
The 2022 Lenders & Chief Credit Officers Conference will be offering 11 CPE credits.
The Western Bankers is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Mobile App
We will be utilizing the new WesternBankers app at our 2022 Lenders & Chief Credit Officers Conference. Download the app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the conference, and much more. Simply search “Western Bankers” in either the Apple App Store or the Google Play Store to download today. Once you are registered for the conference you will receive log-in instructions with the access code at a later date.
Golf
To make your golf reservations at Monarch Beach Golf Links please call the pro shop at (949) 248-3002 or go to www.monarchbeachgolf.com.
Pricing
Pricing For | Price |
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WBA Bank Member | $995 |
Bank Non-Member | $1,595 |
Register today. To register for the conference, please click on the “Register Online” button down below.
Please email Gina Titus @ registrations@westernbankers.com if you have any registration questions.
Cancellation Policy
Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Friday, October 7, 2022. No refund if cancellations are received after Friday, October 7, 2022. Substitutions welcome.
Sponsorship Information
If you are interested or would like more information, please contact:
Jennifer Benson
VP, Conferences
(916) 438-4416 or jbenson@westernbankers.com
A few reasons your organization should sponsor and/or exhibit:
- Maximize your company’s brand awareness and increase your market position
- Gain direct access to WB member banks and institutions in an exclusive environment
- Raise your profile above your competitors
- Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
- Match your exposure needs, regardless of your budget
- Shape or reinforce a positive perception of your company with bank executives
- Support the Western Bankers, the largest non-profit banking organization serving the West Coast financial services industry
Staff Contact
REGISTRATION QUESTIONS? CONTACT:
registrations@westernbankers.com
EVENT QUESTIONS? CONTACT:
Jennifer Benson
VP, Conferences
(916) 438-4416
jbenson@westernbankers.com