28th Annual Lenders Conference
Help shape future lending practices with this premier group of innovative executives and leading decision makers
The 28th Annual Lenders Conference is an essential opportunity to develop new business relationships, where chief lending officers and chief credit officers meet to discuss the concerns and issues of a volatile lending market. By participating in this event, you will help shape future lending practices with this premier group of innovative executives and leading decision makers.
Who Should Attend
- Chief credit officers
- Chief lending officers
- Credit administrators
- Loan administrators
- DeNovo officers
Registration
Early-Bird Registration Fees on or before February 6, 2015
| CBA Member Bank | $795 |
| Non-Member Bank | $1,095 |
| Affiliate Member | $1,500 |
| Spouse Fee | $495 |
Regular Registration Fees after February 6, 2015
| CBA Member Bank | $995 |
| Non-Member Bank | $1,295 |
| Affiliate Member | $1,700 |
| Spouse Fee | $495 |
Golf Tournament Fee
The fee to participate in the annual golf tournament is $125.
Note: To register as a business non-member, please refer to the Marketplace Information Brochure.
Fax registrations will be accepted, but payment must be received before the event start date.
Cancellation Policy
Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if written notice is received by February 13, 2015, and 50 percent if by February 27. No refunds will be provided after February 27. Registrations made on or after February 27 are not subject to refund.
Accommodations
Location
Omni Rancho Las Palmas Resort
41-000 Bob Hope Drive
Rancho Mirage, CA 92270-4497
(866) 423-1195
Hotel accommodations can be made by calling the Omni Rancho Las Palmas Resort at (866) 423-1195. The CBA rate is $205, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations by Friday, February 6, 2015. If the CBA room block reaches capacity before this date, the hotel may accept reservations on a space-available basis at the prevailing rates.
*The resort fee has been waived for conference attendees and includes use of the fitness center, in-room internet, local calls and more.
Agenda*
*Subject to change
Sunday, March 15, 2015
| 9:00 a.m. – 4:00 p.m. | Exhibitor Set-Up in Marketplace |
| 11:00 a.m. – 4:00 p.m. | Golf Tournament |
| 4:00 p.m. – 6:30 p.m. | Registration Open |
| Sponsored by Kraft Opich, LLP | |
| 5:00 p.m. – 6:30 p.m. | Welcome Reception in Marketplace |
Monday, March 16, 2015
| 7:30 a.m. – 6:00 p.m. | Registration Open |
| Sponsored by Kraft Opich, LLP | |
| 7:30 a.m. – 8:30 a.m. | Breakfast in Marketplace |
| 8:30 a.m. – 8:45 a.m. | Conference Welcome |
| 8:45 a.m. – 10:00 a.m. | Opening Keynote Speaker |
| Sean Snaith | |
|
Director, University of Central Florida’s Institute for Economic Competitiveness |
|
| 10:00 a.m. – 10:30 a.m. | Refreshment Break in Marketplace |
| 10:30 a.m. – 12:00 p.m. |
CBA Legislative, Regulatory and Litigation Update |
| Leland Chan | |
|
SVP, General Counsel, California Bankers Association |
|
| Kevin Gould | |
|
SVP, Director, State Government Relations, California Bankers Association |
|
| 12:00 p.m. – 1:30 p.m. | Lunch & Golf Tournament Awards |
| 1:30 p.m. – 3:00 p.m. | Concurrent Session I |
|
1. CRE Investment Outlook - Northern California |
|
|
2. CRE Investment Outlook - Southern California |
|
| Bob Kline | |
|
Senior Managing Director, Cushman Wakefield Capital Markets |
|
| 3:00 p.m. – 3:30 p.m. | Refreshment Break in Marketplace |
| 3:30 p.m. – 5:00 p.m. | Industry Outlook from a Bank Investor’s Viewpoint |
| Aaron James Deer | |
| Managing Director, Equity Research | |
| Sandler O’Neill & Partners, LP | |
| 5:00 p.m. – 6:30 p.m. | Reception in Marketplace |
Tuesday, March 17 2015
| 7:30 a.m. – 5:00 p.m. | Registration Open |
| Sponsored by Kraft Opich, LLP | |
| 7:30 a.m. – 8:30 a.m. | Breakfast in Marketplace |
| 8:00 a.m. – 8:30 a.m. | Early-Bird Session by EDR |
|
Leveraging Technology for Efficient and Compliant Vendor Management |
|
| 8:00 a.m. – 8:30 a.m. |
Early-Bird Session by The CoStar Group |
|
Minimize Risk, Maximize Efficiency and Grow Revenue with CoStar Market Analytics |
|
| 8:45 a.m. – 9:00 a.m. | Welcome and Introductions |
| 9:00 a.m. – 10:30 a.m. | U.S. and California Economic Outlook |
| Dr. Adibi, Chapman University | |
| 10:30 a.m. – 11:00 a.m. | Refreshment Break in Marketplace |
| 11:00 a.m. – 12:15 p.m. | Concurrent Sessions – Series II |
| 1. Ag Lending Outlook | |
| Corny Gallagher | |
| SVP, Food, Ag and Wine Executive | |
| Bank of America Merrill Lynch | |
| Jim Pisani | |
| SVP & Manager, Agriculture Industries | |
| Wells Fargo Bank | |
| 2. ALLL New Model | |
| Scott Miller | |
| Partner | |
| Crowe Horwath | |
| Michael Wengel | |
| Partner | |
| Crowe Horwath | |
| 3. Stress Testing Your Portfolio | |
| Doug Hensley | |
| Managing Director | |
| PCBB Capital Markets | |
| 12:15 p.m. – 1:30 p.m. | Luncheon & Networking |
| Sponsored by Seattle Funding Group | |
| 1:30 p.m. – 2:45 p.m. | Concurrent Sessions – Series III |
| Repeat Series II | |
| 2:45 p.m. – 3:15 p.m. | Refreshment Break in Marketplace |
| 3:15 p.m. – 4:45 p.m. |
The Changing World of M&A Credit Analysis |
| David Giesen | |
| Managing Director | |
| Navigant Consulting, Inc. | |
| 4:45 p.m. – 6:15 p.m. |
Exhibitor Recognition Reception & Prize Drawings in Marketplace |
Wednesday, March 18, 2015
| 7:30 a.m. – 11:30 a.m. | Registration Open |
| Sponsored by Kraft Opich, LLP | |
| 7:30 a.m. – 8:45 a.m. | Breakfast |
| 8:45 a.m. – 9:00 a.m. | Welcome and Introductions |
| 9:00 a.m. – 10:15 a.m. | Regulator Panel |
| 10:15 a.m. – 10:45 a.m. | Refreshment Break |
| 10:45 a.m. – 12:00 p.m. | Closing Keynote Speaker |
| Bruce Christopher | |
| Psychologist and Humorist | |
| 12:00 p.m. | Conference Adjourns |
Sponsor and Exhibitor Opportunities
To view detailed sponsor and exhibitor opportunities for this event, please download the Marketplace Information Brochure.
If you are interested or would like more information, please contact:
Stacy Wolfenberger
Manager of Events and Trade Show Logistics
(916) 438-4418
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 CBA 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
- Shape or reinforce a positive perception of your company with California’s bank executives
- Support the California Bankers Association, the largest non-profit banking organization serving the California financial services industry