Regulatory Compliance Conference & Cannabis Forum

Overview

2021 Regulatory Compliance Conference
& Cannabis Forum

Virtual Conference

Join us October 12-15 virtually for our 2021 Regulatory Compliance Conference & Cannabis Forum.

New Bank Registration Pricing: One Registration Fee,
Unlimited Attendees per Organization.
 

Click below to view our entire agenda!

Register Online

Or complete the Registration Form below and email back to Gina Titus @ registrations@westernbankers.com.

Registration Form

GROUP REGISTRATIONS
If you would like to register a group, please fill out the Excel file Group Registration Form below and email to Gina Titus @ registrations@westernbankers.com.

Group Registration Form

Agenda

Agenda

*All times listed below are in PDT

Tuesday, October 12
8:00 AM – 9:00 AM Visit Exhibitors in Marketplace
9:00 AM – 10:15 AM Opening General Session

Rethinking Impostor Syndrome: 
Addressing Impostor Syndrome in the Workplace


Valerie Young
Speaker | Author | Co-Founder Impostor Syndrome Institute
10:15 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

The Digital Banking Future
Demystified Through a BSA Lens


Ryan Canin
CEO
DocFox
  Learning Session #2

How Risky is Cannabis Banking?

Julia Gutierrez
Compliance Officer
Compliance Alliance
11:30 AM – 12:45 PM Lunch & Visit Exhibitors in the Marketplace
12:45 PM – 1:45 PM General Session

Not Fully Exempt – CCPA Compliance for Banks

Cynthia Boehmer

WolfPAC Compliance Manager
WolfPAC Integrated Risk Management Solutions
Wednesday, October 13
8:00 AM – 9:00 AM Visit Exhibitors in Marketplace
9:00 AM – 10:00 AM General Session

Regulatory Panel
10:00 AM – 10:30 AM Morning Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

The Impact of the COVID-19 Pandemic on
Banks and the Current Bank Regulatory Climate


Joel Cook

Attorney, Partner and Practice Group Manager
Aldrich & Bonnefin, PLC
  Learning Session #2

Implementing a Risk Assessment Program to
Safeguard Your Employees, Customers and Assets


Mary Gates

Vice President
GMR
11:30 AM – 12:45 PM Lunch & Visit Exhibitors in the Marketplace
12:45 PM – 1:45 PM Learning Sessions
  Learning Session #1

Current Trends & Regulatory Focus:
Business Continuity and
Potential Financial Impacts of Service


Tracy Hall

IT Assurance Senior Manager
Wolf & Company PC
  Learning Session #2

Effective Model Risk Management Practices and
Critical Lessons Learned During the Pandemic


Michael Guglielmo

Managing Director
Darling Consulting Group

Mark Haberland
Managing Director
Darling Consulting Group
1:45 PM – 2:00 PM Afternoon Break
2:00 PM – 3:00 PM Learning Sessions
  Learning Session #1

Fair Lending Compliance Must be Front & Center

Janet Bonnefin

Principal
Aldrich & Bonnefin, PLC
  Learning Session #2

Compliance and Internal Audit Needs

Radhika Dholakia-Lipton
Founder
RADD LLC


Rita Ward
Director of Regulatory Audit and Compliance
RADD LLC
3:00 PM – 3:15 PM Afternoon Break
3:15PM – 4:15PM General Session

Legislative Update

Kevin Gould

Senior Vice President, Director of Government Relations
California Bankers Association

Melanie Cuevas
Vice President of Government Relations​
California Bankers Association

Jason Lane
Vice President and Deputy Director of Government Relations
California Bankers Association
Thursday, October 14
8:30 AM – 9:30 AM Visit Exhibitors in Marketplace
9:30 AM – 10:30 AM General Session

Economic Update

Dr. Patrick Adler, PhD

Manager, Sustainable Growth and Development
Beacon Economics
10:30 AM – 10:45 AM Morning Break
10:45 AM – 12:00 PM Closing General Session

Investigating Cryptocurrencies

Cameron T. Jones

Director, Risk Consulting
RSM US LLP
   
1:00 PM – 2:00 PM Cannabis Forum

Beyond EDD: AML Controls for Cannabis Banking

Jontae James

CEO & Founder
NatureTrak
2:00 PM – 2:15 PM Afternoon Break
2:15 PM – 3:15 PM Cannabis Forum

Cannabis Banking 2.0 – Gaining a Competitive Advantage

Tony Repanich

President & Chief Operating Officer
Shield Compliance
3:15 PM – 3:30 PM Afternoon Break
3:30 PM – 4:30 PM Cannabis Forum

Banking Issues in the Cannabis Industry:
Managing Risk under State and Federal Law


Oren Bitan

Shareholder
Buchalter

Richard Ormond
Shareholder
Buchalter
Friday, October 15
8:15 AM – 9:30 AM Visit Exhibitors in Marketplace
9:30 AM – 10:30 AM Cannabis Forum

Risk Assessment Reality -
Mitigating the Real Challenges of Banking Cannabis


Robert Baron

Chief Experience Officer
StandardC, Inc.
10:30 AM – 11:00 AM Morning Break
11:00 AM – 12:00 PM Cannabis Forum

Federal Law Update – The Cannabis Debate Continues

Joe Genereux
Partner
Dorsey & Whitney LLP

Joe Lynyack

Partner
Dorsey & Whitney LLP
12:00 PM Conference Concludes
Speakers

Valerie Young
Speaker
Author
Co-Founder Impostor Syndrome Institute

Dr. Valerie Young is an internationally-known expert on impostor syndrome and author of award-winning book The Secret Thoughts of Successful Women: Why Capable People Suffer from the Impostor Syndrome and How to Thrive in Spite of It (Crown Business/Random House), now available in six languages. Her career-related tips have been cited in dozens of business and popular publications around the world and she’s been interviewed on countless programs including the BBC, Minnesota Public Radio, and Yahoo Finance.

Speakers

Cynthia Boehmer
WolfPAC Compliance Manager
WolfPAC Integrated Risk Management Solutions

Cynthia is a Manager in the Firm’s WolfPAC Solutions Group, where she’s responsible for the research, creation, and maintenance of the compliance laws and regulations found in the Regulatory Compliance solution of WolfPAC Integrated Risk Management®. Cynthia also consults in various privacy compliance areas such as the California Consumer Privacy Act (CCPA), the European Union’s General Data Protection Regulation (GDPR), and the Gramm-Leach-Bliley Act (GLBA). Prior to joining WolfPAC, she worked as a contractor with Promontory Financial Group.

Speakers

Kevin Gould
Senior Vice President, Director of Government Relations
California Bankers Association

Kevin Gould joined the California Bankers Association (CBA) in 2004, bringing with him more than seven years of experience as staff in the California Legislature. In his role as senior vice president and director of government relations, he oversees the management and operation of CBA’s government relations department and also serves as one of CBA’s three registered lobbyists.

Speakers

Jason Lane
Vice President and Deputy Director of Government Relations
California Bankers Association

Jason Lane is vice president and deputy director of government relations for the California Bankers Association and manages California state tax policy for the association, which involves analyzing legislation and regulatory activity, and the development of policy positions for the association. Lane is one of three lobbyists at CBA and, in addition to his primary focus on taxation, he also lobbies on behalf of the association on issues related to the state budget, and consumer lending legislation. Lane has significant expertise in handling legislative issues including taxation, data security, identity theft, and housing.

Speakers

Dr. Patrick Adler, PhD
Manager, Sustainable Growth and Development
Beacon Economics

Patrick Adler is Manager of Sustainable Growth and Development at Beacon Economics. He provides guidance on the firm’s core projects surrounding workforce development and economic development strategy. His current work portfolio includes developing a growth action plan for the City of Industry’s manufacturing sector, creating an economic development and revitalization study for the City of San Bernardino, and building an economic development plan that will deliver a roadmap for economic growth in the Walker River Corridor for the County of Lyon, Nevada.

Speakers

Cameron T. Jones
Director, Risk Consulting
RSM US LLP

Cameron Jones is the Director of RSM’s Anti-Money Laundering and Regulatory Compliance Practice. He has over 26 years of experience working with financial services, government & law enforcement, as well as financial crime software/analytics organizations with a career-targeted focus specific to AML/BSA, Fraud, and Intelligent Automation.

Speakers

Ryan Canin
CEO
DocFox

Ryan is the CEO of DocFox, a digital tool which enables rapid account opening, customer onboarding and automated complex workflows for business and commercial banking. DocFox currently works with over 180 financial institutions to reduce manual effort through advanced document processing with document inspection, data capture and comparison of any document and a suite of automation tools.

Speakers

Julia Gutierrez
Compliance Officer
Compliance Alliance

Julia A. Gutierrez brings over 16 years of financial industry experience to the Compliance Alliance team. She began her career in banking in 2000 while receiving her Bachelor of Business Administration degree in Finance from the University of Alabama. Her compliance knowledge and understanding derive from her combined experience in community banks and consulting.

Speakers

Joel Cook
Attorney, Partner and Practice Group Manager
Aldrich & Bonnefin, PLC

Joel Cook became a principal of Aldrich & Bonnefin, PLC in January 2018, having joined the firm as an associate in 2011. Mr. Cook is part of the firm’s Corporate Practice Group, specializing in corporate and commercial lending matters.

Mr. Cook regularly advises financial institutions on commercial lending matters, including with regard to commercial and industrial loans, real estate loans, loan participations, loan workouts and letters of credit. He also advises on various bank regulatory matters related to commercial loans, such as lending limit requirements, Customer Identification Programs, and real estate appraisals. Mr. Cook’s practice also focuses on corporate governance issues, bank powers, reviewing and drafting contracts, and issues related to virtual currencies.

Speakers

Mary Gates
Vice President
GMR

Mary A. Gates is currently the Vice-President of Security for GMR Protection Resources, Inc., and its wholly owned security consulting subsidiary, GMR 410, LLC. Prior to joining GMR, Mary was the Executive Director, Global Security & Investigations, JPMorgan Chase & Co., where she oversaw Firmwide Retail and Corporate Enterprise Security Risk Mitigation, Response and Training Programs, Operational Security Standards and Procedures, Proprietary & Outsourced Security Officer Programs and a bevy of other security processes and programs designed to protect the employees, customers, and assets of the Bank.

Speakers

Tracy Hall
IT Assurance Senior Manager
Wolf & Company PC

Tracy is a Senior Manager in Wolf’s Advisory Group and leads the Firm’s Business Continuity Planning Team. As one of the leading business continuity planning (BCP) experts in the country, she assists clients with BCP audits and assessments, business impact analyses, plan development and maintenance, training and awareness, disaster recovery tests, and simulation exercises.

Speakers

Michael Guglielmo
Managing Director
Darling Consulting Group

With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He is the Immediate Past Chairman for the Financial Managers Society and is a faculty member for the FMS Institute.

Speakers

Mark Haberland
Managing Director
Darling Consulting Group

Mark has over 25 years providing balance sheet and model risk management education and consulting to the community and mid-size banking space.

A frequent author and top-rated speaker on a wide array of risk management topics, Mark facilitates educational programs and workshops for numerous financial institutions, industry and state trade associations, and regulatory agencies. He is also a member of the Financial Managers Society’s Finance Council.

Speakers

Janet Bonnefin
Principal
Aldrich & Bonnefin, PLC

Janet Bonnefin is a principal of Aldrich & Bonnefin, PLC and has been with the firm since its inception in 1985. Ms. Bonnefin specializes in mortgage and consumer lending and regulation, compliance management, fair lending and CRA.

Ms. Bonnefin manages Bankers’ Compliance Group®, an innovative group legal service the firm provides to over 90 California banks, thrifts and credit unions, and serves as the editor of all BCG publications. In 2021, BCG is proudly celebrating its 40th anniversary!

Speakers

Radhika Dholakia-Lipton
Founder
RADD LLC

Radhika Dholakia-Lipton is one of the nation’s most esteemed authorities on internal auditing, compliance, operations and risk management for financial institutions. She’s a tenured banking executive, accomplished business woman, in-demand conference speaker and philanthropist who excels in banking regulatory compliance, policy and procedure development, internal audit services, implementing controls to mitigate risk, and strategic planning and process improvement consulting.

Speakers

Rita Ward
Director of Regulatory Audit and Compliance
RADD LLC

Rita Ward has 16 years of regulatory audit and compliance experience in the private and public sectors of finance, 5 years of which she was dealing with the CFPB and DOJ directly. She has worked with small lenders (Westlake Financial), credit unions (First Financial Credit Union), commercial banking (Commonwealth Business Bank, Bank of Hope), big banks (Wells Fargo, CIT), and many others.

Speakers

Jontae James
CEO & Founder
NatureTrak

Jontae is the founder of NatureTrak an enterprise risk management platform for financial institutions that bank the cannabis industry. He has consulted with government agencies to build track and trace solutions creating proprietary algorithms to uncover unusual or suspicious activity in supply chain.

Jontae has over 15 years in government & enterprise SaaS supply chain management.

Speakers

Tony Repanich
President & Chief Operating Officer
Shield Compliance

As President and Chief Operating Officer of Shield Compliance, Tony leads day-to-day operations and is the company’s principal product architect. Having served as a senior executive at a Washington State-based community bank for over 20 years, Tony has in-depth knowledge of the banking industry and the regulatory and compliance requirements for high-risk industries. Today he brings that knowledge to financial institutions serving and considering serving the legal cannabis industry.

Speakers

Oren Bitan
Shareholder
Buchalter

Oren Bitan has an extensive legal background that includes business, real estate, banking, receivership, consumer product, and commercial litigation. Mr. Bitan is known for his ability to solve complex business disputes for his clients in a strong but practical manner. He is a trusted advisor who guides his clients through their day to day legal concerns, and has particular expertise in matters involving real estate, banking and lending, creditors’ rights, wine, beer, liquor, cannabis, and intellectual property.

Speakers

Richard Ormond
Shareholder
Buchalter

Richard Ormond has over 20 years-experience that includes business law, real estate, banking, receivership law, cannabis regulations, commercial litigation, and restructuring.  He has tried cases in State Court, Federal Court and Bankruptcy Court and he has arbitrated dozens of matters. Mr. Ormond is recognized as one of the nation’s leading experts on receivership law and other equitable solutions.

Speakers

Robert Baron
Chief Experience Officer
StandardC, Inc.

Robert Baron serves as Chief Experience Officer of StandardC, and oversees cannabis banking compliance and financial institution integration. Robert is a Certified Anti-Money Laundering Specialist (CAMS) and holds an advanced certification in AML Risk Management (CAMSRM). Prior to joining StandardC, Mr. Baron was Senior Vice President of Member Services of Technicolor Federal Credit Union where he established and oversaw its cannabis banking program, including serving over 200 of the largest cannabis companies and processing over $3 billion in annual transactions.

Speakers

Joe Genereux
Partner
Dorsey & Whitney LLP

Joe practices in the area of commercial financing, including syndicated credit facilities, merger and acquisition financing, asset-based lending and lease financing and represents clients in debt restructuring transactions.

Speakers

Joe Lynyack
Partner
Dorsey & Whitney LLP

Joe is a long-time advisor to the financial services industry, with a depth of experience that allows him to “connect the dots” for clients in the complex (and sometimes conflicting) regulatory and statutory schemes confronting financial intermediaries.

Joe is a partner in the Firm’s Finance & Restructuring Group and a member of the Banking Industry Group. He practices in both the Firm’s Washington, D.C. and Southern California offices.

Sessions

Rethinking Impostor Syndrome:
Addressing Impostor Syndrome in the Workplace

Do you believe everyone around you is smarter or more capable than you? Do you think “If I can do it, anybody can”? When you do succeed, do you think “fooled them again”?

If so join the club!

Millions of men and women around the world — executives and entry-level professionals, first year college students and PhDs, artists and engineers — secretly worry others will find out they’re not as intelligent, talented, or qualified as they “think” they are.

It’s called impostor syndrome. And left unchecked, it can lead to costly consequences not only for individuals but for their organizations as well.

Fortunately, there is a solution.

Sessions

Not Fully Exempt – CCPA Compliance for Banks

Consumers are increasingly concerned on how their personal data is collected and used. Privacy laws, like the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), aim to put consumers in control of their data. Few industries have more valuable data than financial services. Despite exceptions for data collected under the Gramm-Leach-Bliley Act, banks are not completely immune to compliance and determining what data is in scope adds complexity when building a privacy program. This session will help Compliance and Privacy Officers build upon their current privacy program and position themselves as privacy regulations evolve.

Sessions

Regulatory Panel

Hear from the regulators as they provide the latest updates. More information to follow.

Sessions

Legislative Update

Hear from Kevin Gould, Melanie Cuevas, and Jason Lane from the California Bankers Association, as they provide a legislative update in the state of California as well as a national update.

Sessions

Economic Update

Hear from Dr. Patrick Adler, PhD, Manager, Sustainable Growth and Development of Beacon Economics, as he provides his economic update.

Sessions

The Digital Banking Future Demystified Through a BSA Lens

The banking world is changing at a very rapid pace. Fintechs disrupting the market have brought a wave of innovation, and the way we bank is changing. For the first time ever banks are contending with a brand new world of products, partners and technologies, and all touch BSA. It can be tough to manage a BSA program when dealing with novel concepts such as cryptocurrency, fintech partnerships, Banking-as-a-Service (“BaaS”), DeFi, and other new technologies.

Sessions

How Risky is Cannabis Banking?

As the cannabis industry continues to grow, we are beginning to see more and more financial institutions contemplating the idea of offering financial services to cannabis-related businesses. One of the most frequently asked questions by financial institutions is “how risky is it to bank these customers?” We will take a deep dive into the world of cannabis as we weed through the regulatory and legal risks associated with cannabis banking. We discuss the importance of risk tolerance and some of the critical factors which should be addressed when developing a program to provide financial services to businesses engaged in the cannabis industry.

Sessions

The Impact of the COVID-19 Pandemic on Banks and the Current Bank Regulatory Climate

The COVID-19 pandemic has been the most disruptive event for banks in years and has impacted banks in various ways. This session will focus on the banking regulators’ expectations in terms of banks dealing with the impact of the pandemic at the board level and throughout the institution, including examination and compliance issues. We will also discuss the more recent developments and regulatory relief in the area.

Sessions

Implementing a Risk Assessment Program to Safeguard Your Employees, Customers and Assets

Organizations, facilities, customers, and employees are confronted with a certain level of risk concomitant with various threats. The threats may be the result of natural events, accidents, or intentional acts to cause harm and create havoc. Threat, vulnerability, and risk are terms that are inherent to security programs. But frequently, organizations get their meanings confused. Following this session, security professionals will understand the relationships between threats, vulnerabilities, and consequences so they can effectively manage the impact of an event — and manage the risk. Attendees will learn about physical security and crime risk assessments, why a Risk Assessment Program is an integral component of the Security Program, various approaches to the risk assessment process and the key elements to assess and mitigate physical security and crime risk.

Sessions

Current Trends & Regulatory Focus: Business Continuity and Potential Financial Impacts of Service

The revision to the Federal Financial Institutions Examination Council (FFIEC) booklet on Business Continuity Planning validates the regulatory scrutiny in this area in recent years, and suggests that institutions will be expected to provide more solid evidence of a strong program. The threat landscape that organizations must protect themselves against continues to grow and expand in complexity—increasing demand for availability and ongoing flux in the banking environment as a whole brings greater importance to ensuring that servicing customers can continue in the event of a business interruption.

Sessions

Effective Model Risk Management Practices and Critical Lessons Learned During the Pandemic

COVID-19 brought about profound uncertainty to financial and operational risk managers and the data and models they relied on to assess risk. Organizations with well-functioning Model Risk Management programs were able to effectively identify the models at risk of performance issues, inform the relevant stakeholders, address the issues, and ensure decision makers had access to reliable information on which critical decisions could be confidently made.

Sessions

Fair Lending Compliance Must be Front & Center

As bankers well know, fair lending compliance is an issue that can expose a creditor to examiner criticism, enforcement actions, civil suits and bad press. And more than ever, it has become a customer service issue. Even though Regulation B’s commentary recognizes that an applicant’s immigration status could have a bearing on a creditor’s ability to obtain repayment, nonetheless citizenship and immigration status discrimination can expose creditors to liability under both federal and California laws.

Sessions

Compliance and Internal Audit Needs

This session will provide compliance education, a regulation overview, and an outline of how vital internal audits are when performing your due diligence. We will discuss the importance of on-site audits and the value of having a solid onboarding checklist. At the same time, describing the policies, procedures, and staffing needed to have a successful CRB program.

Sessions

Cannabis Banking 2.0 – Gaining a Competitive Advantage

Today, some form of medical or recreational marijuana is legal in 37 states, and the U.S. legal market is projected to double to $41.5 billion by 2025. As the pandemic continues to put pressure on bank earnings, cannabis-related businesses (CRBs) can be a valuable source of non-interest income in the current environment – and low-cost deposits when the economy rebounds. This session will help Western bankers deepen their knowledge of this opportunity, make informed decisions about serving this industry, and take the necessary steps to gain an early mover advantage on new customer relationships. It will also demonstrate how bankers can use data and technology to drive efficiency and scalability into their compliance programs while enabling them to gain a competitive advantage in the market.

Sessions

Banking Issues in the Cannabis Industry: Managing Risk under State and Federal Law

More and more states are legalizing the medicinal or recreational use of marijuana. The new administration in Washington is expected to take a more favorable view of the marijuana business than the Federal government has done in the past. The House’s passage of the SAFE Act and the MORE Act may be further signs of changes to marijuana banking rules. This program will examine the current state of cannabis banking laws, and likely future developments.

Sessions

Risk Assessment Reality – Mitigating the Real Challenges of Banking Cannabis

Banking cannabis isn’t a turnkey operation; it requires thoughtfulness, technology, and comprehensive strategic and operational planning. In this session, we will explore the pillars of Enterprise Risk Management including cannabis focused risk assessment, policy and procedure requirements, oversight and audit, and train compliance professionals to be able to take the next step in banking cannabis.

Credits

Credits

CPE Credits
The 2021 Regulatory Compliance Conference & Cannabis Forum has been approved for 18 CPE credits.

The Western Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

CRCM Credits
The 2021 Regulatory Compliance Conference & Cannabis Forum has been submitted to ABA Professional Certifications for CRCM credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees.

Audience

Who Should Attend

  • Auditors
  • BSA officers
  • Compliance officers
  • Operations officers
  • Risk/Fraud officers
  • Regulators
  • Counsel
Mobile App

Mobile App

We will be utilizing the WBA app at our 2021 Regulatory Compliance Conference & Cannabis Forum. 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 “WBA” 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

One Registration Fee, Unlimited Attendees per Organization

Pricing For Regulatory Compliance & Cannabis Forum Price
WBA Bank Member $995
Bank Non-Member $1,195

Register Online

Or complete the Registration Form below and email back to Gina Titus @ registrations@westernbankers.com.

Registration Form

GROUP REGISTRATIONS
If you would like to register a group, please fill out the Excel file Group Registration Form below and email to Gina Titus @ registrations@westernbankers.com.

Group Registration Form

Pricing For Cannabis Forum Only Price
WBA Bank Member $295
Bank Non-Member $395

When registering online for the Cannabis Forum only, please make sure and select “Registration Cannabis Forum Only” on the registration site.

If you have any registration inquiries regarding the Regulatory Compliance Conference & Cannabis Forum, please contact Gina Titus at registrations@westernbankers.com.

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Monday, September 27, 2021. No refund if cancellations are received after Monday, September 27, 2021. Substitutions welcome.

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Jennifer Benson, VP of Conferences at jbenson@westernbankers.com.

Why sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to 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 Association, the largest non-profit banking organization serving the West Coast financial services industry