2016 Chief Credit Officers Symposium
The Clement Monterey


Designed for commercial credit managers, this symposium focuses on topics of interest including critical credit regulations, economic review, state legislation, financial analysis, hot lending topics, credit products and services of benefit to banks.

Who Should Attend

  • Chief credit officers
  • Chief lending officers
  • Credit administrators
  • De Novo officers


Early Bird Registration Fees through October 21, 2016

CBA Member Bank $795
Accompanying Spouse Fee $395

Regular Registration Fess after October 21, 2016

CBA Member Bank $995
CBA Affiliate Member $1,195
Non-Member Bank $1,345
Accompanying Spouse Fee $395

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 October 10, 2016, and 50 percent if by October 17. No refunds will be provided after October 17. Registrations made on or after October 17 are not subject to refund.



The Clement Monterey
750 Cannery Row
Monterey, CA 93940

(831) 375-4500

Hotel accommodations can be made by calling The Clement Monterey reservations department directly at (888) 666-5734. The CBA rate is $235 for an inland view and $315 for an ocean view, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations by Thursday, October 21, 2016. 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 Clement offers self-parking and valet parking, for a fee.

Session Descriptions

California Legislative Update-

Kevin Gould, CBA’s senior vice president and director of state government relations will review key state ballot initiatives from the 2016 legislative session and discuss in depth the rules and regulations that will most impact your financial institution. This general session focuses on the top five topics facing our members today. 


Vendor Management Panel – Let’s Have a Party!

This session will explore best practices and new ideas on third party model validation for credit processes.


Evaluating and Integrating Credit Portfolios Pre and Post Merger

Our experienced panel of serial acquirers will discuss best practices for evaluating and integrating target bank credit portfolios prior to and post-merger. You will come away with a best practices checklist that will help you in your M&A strategic planning.


How, What and Why of Working with Fintech

Our panel will discuss why the Fintech revolution came about, what we need to know to explore working with marketplace lenders, bank alternatives and how to leverage third party providers to serve business customers.


Economic Update ​and Luncheon

We’ll examine the state of housing in the USA and forecast forward the full year activity for 2016. In addition, we’ll share an exclusive look forward into 2017 and 2018. We will provide analysis of the economic trends impacting housing, starts and lot supply, sales activity and consumer pricing trends shaping demand in the market so that you can tune strategy in response. We will also share local challenges and how bankers are responding to pressures and capitalizing on opportunities in 2017.


*This agenda is tentative and subject to change.


Thursday, November 3, 2016

12:30 p.m. – 5:30 p.m. Registration Open
1:15 p.m. – 1:30 p.m. Welcome and Introductions
1:30 p.m. – 2:30 p.m. California Legislative Update
2:30 p.m. – 3:00 p.m. Refreshment Break
3:00 p.m. – 4:00 p.m. Vendor Management Panel – Let’s Have a Party!
4:30 p.m. – 6:00 p.m. Welcome Reception


Friday, November 4, 2016

7:30 a.m. – 1:00 p.m. Registration Open
7:30 a.m. – 9:00 a.m. Breakfast
8:30 a.m. – 8:40 a.m. Opening Remarks and Introductions
8:40 a.m. – 9:50 a.m. Evaluating and Integrating Credit Portfolios Pre and Post Merger
9:50 a.m. – 10:20 a.m. Refreshment Break
10:20 a.m. – 11:10 a.m. How, What and Why of Working with Fintech
11:15 a.m. – 11:30 a.m. Break
11:30 a.m. – 12:45 p.m. Economic Update​ and Luncheon
1:30 p.m. Adjournment

Sponsorship Information

CBA offers a wide selection of opportunities designed to match your exposure needs and budget. If you are interested or would like more information, please contact:

Rosemary Mignano
Event Sponsor and Exhibitor Development Coordinator
(916) 438-4435

A few reasons your organization should sponsor:

  • 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
  • Match your exposure needs, regardless of your budget
  • 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