Lenders & Chief Credit Officers Conference

Hotel

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

Agenda

*All times listed below are in local time.

**Agenda subject to change.

Sunday, October 23, 2022
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
  Learning Session #2

Why Now is the Right Time to Grow Your Small Business Lending Program

Gord Baizley
CEO
JUDI.AI
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
  Learning Session #2

Innovating through Digital Transformation

Richard Fay
Principal
Wolf & Company, PC
4:45 PM – 5:45 PM Welcome Reception
Monday, October 24, 2022
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
  Learning Session #2

Session Title TBD

Ben Lewis
Managing Director & Global Head of Sales
Financial Institutions
Chatham Financial
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
  Learning Session #2

Loan Growth Through Technology and Automation – 
Can Your Institution Handle the Change?

Rob Newberry
Senior Advisor
Abrigo
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
  Learning Session #2

LIBOR/SOFR Transition

Zachary Davis, Esq.
Senior Associate
Luse Gorman, PC
3:15 PM – 4:30 PM Peer Exchange Session
 
  Evening Open for Vendor Dinners
Tuesday, October 25, 2022
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
  Learning Session #2

Countermoves: How to Tap Into Fintech

Paul Davis
Director of Market Intelligence
SRM
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

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

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.

Pricing

Pricing

Pricing For Price
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.

Register Online

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

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