Virtual Directors Forum

Agenda

Agenda

Wednesday, July 22, 2020
8:30 AM – 8:35 AM PDT Welcome & Opening Remarks

Steve Andrews
President & CEO

Western Bankers Association​
8:35 AM – 9:30 AM PDT The Current Landscape of Banking

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods

Aaron Axton
Managing Director

Keefe, Bruyette & Woods

Joseph Gulash
Managing Director

Keefe, Bruyette & Woods
9:30 AM – 9:40 AM PDT Break
9:40 AM – 10:30 AM PDT Role of the Bank Director in Changing Times

Steve Klein
Partner
Miller Nash Graham & Dunn LLP
10:30 AM – 10:45 AM PDT Break
10:45 AM – 11:45 AM PDT Leading Fintech Trends

Roger Amador
VP, Strategic Alliances
Q2 

Janine Kasper
Strategic Business Partner Manager
Q2   

Felix Rivas
VP, Strategic Initiatives
Q2 
                                 
11:45 AM PDT Adjourn
Thursday, July 23, 2020
8:30 AM – 8:35 AM PDT Welcome & Opening Remarks

Steve Andrews
President & CEO
Western Bankers Association
8:35 AM – 9:30 AM PDT Regulatory Expectation in a Post COVID-19 Environment

Mark Aldrich
Chairman & Founder, Principal
Aldrich & Bonnefin, PLC

Joel Cook
Principal
Aldrich & Bonnefin, PLC​
9:30 AM – 9:40 AM PDT Break
9:40 AM – 10:30 AM PDT Remote Auditing: Creative Solutions for the New Normal​

Ryan Rodrigue
Principal – IT Assurance
Wolf & Company

Alan Lloyd
Principal – Audit
Wolf & Company
10:30 AM – 10:45 AM PDT Break
10:45 AM – 11:45 AM PDT  Economic Update

Scott Schweser
Regional Economist, FDIC Division of Insurance & Research
Federal Deposit Insurance Corporation

Alex Kokkinakis
Senior Financial Analyst, FDIC Division of Insurance & Research
Federal Deposit Insurance Corporation
11:45 AM PDT Adjourn
Speakers

Steve Andrews
President & CEO
Western Bankers Association

Steve Andrews is the president & CEO of the Western Bankers Association and manages the affairs and day to day operational aspects of the association and all its divisions. In his role as CEO he is one of the foremost advocates of the banking industry and the important role banks play in our communities and economy. 

Speakers

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods

Jeffrey J. Wishner joined KBW in 2002 and advises West Coast banks, thrifts and financial institutions on M&A and capital raising transactions. Previously, Jeffrey worked at Putnam Lovell Securites and Banc of America Securities (formerly Montgomery Securities) with the same industry focus. Jeffrey has over 25 years of experience and he has been involved in over 110 M&A transactions with over $22B in transaction value and over 95 capital raising transactions with over $11B raised.

Speakers

Aaron Axton
Managing Director
Keefe, Bruyette & Woods

Aaron J. Axton joined KBW in 2000 and is a Managing Director in the Depositories Investment Banking Department, serving banks in North America and Europe. Aaron has been providing strategic advice to West Coast banks, thrifts and financial institutions for over 20 years.

Speakers

Joseph Gulash
Managing Director
Keefe, Bruyette & Woods

Joseph Gulash joined KBW in 2011 and is responsible for advising on M&A and capital markets transactions for community and regional banks across the U.S. He is a frequent speaker on industry topics for boards of directors, banking events, and conferences.

Speakers

Steve Klein
Partner
Miller Nash Graham & Dunn LLP

Steve counsels financial institutions about federal and state banking matters and related securities law and financing issues. He utilizes his background and experience as a bank regulator with the Comptroller of the Currency and as an accountant on Wall Street in advising our diverse group of banking clients throughout the Western United States.

Speakers

Mark Aldrich
Chairman & Founder, Principal
Aldrich & Bonnefin, PLC

Mr. Aldrich is a principal of the law firm of Aldrich & Bonnefin, PLC, specializing in financial institution regulatory issues, commercial lending and corporate and securities matters. Mr. Aldrich actively advises California financial institutions, including both commercial banks and credit unions, their boards of directors and audit committees. 

Speakers

Joel Cook
Principal
Aldrich & Bonnefin, PLC​

Mr. Cook is a principal of Aldrich & Bonnefin, PLC, and has been with the firm since 2011. Mr. Cook regularly advises financial institutions and their boards of directors on various matters, including corporate governance issues, commercial lending matters, contracts and bank regulatory matters. 

Speakers

Ryan Rodrigue
Principal – IT Assurance
Wolf & Company

Ryan is a Principal in the firm and serves as Director of Wolf’s Information Technology (IT) Assurance Services Group. He provides guidance to clients surrounding IT controls, information security and privacy, cybersecurity, and the implementation of effective risk management programs related to these areas. He also oversees Wolf’s IT audit and consulting services to ensure quality delivery of these services, and to keep practices up-to-date with the rapidly evolving world of information security.

Speakers

Alan Lloyd
Principal – Audit
Wolf & Company

Alan is a Principal in Wolf’s Audit Department and is responsible for managing a team of professionals to ensure that clients receive audit services that are tailored to their individual needs.

Alan has over fifteen years of experience planning audit engagements, preparing and reviewing work papers, and analyzing financial statements.

Speakers

Scott Schweser
Regional Economist, FDIC Division of Insurance & Research
Federal Deposit Insurance Corporation

Scott Schweser joined the FDIC’s Division of Insurance and Research in January 2012, where he analyzes economic trends in the San Francisco Regional Office. Prior to his current position, Scott worked in both the banking and real estate sectors, spending approximately five years at Bank of America in Boston, where he was a Vice President and asset manager focused on bank tax credit equity investments. Additionally, he worked as a senior asset manager at TCAM, a real estate advisory firm based in Boston.  Scott earned an MA in Economics from Yale University.

Speakers

Alex Kokkinakis
Senior Financial Analyst, FDIC Division of Insurance & Research
Federal Deposit Insurance Corporation

Alex Kokkinakis is a Senior Financial Analyst who joined the FDIC’s San Francisco Regional Office in March 2018. Alex has nearly ten years of experience at the FDIC, holding the roles of Research Assistant, Economic Analyst and Financial Analyst in the Washington DC office, where he researched economic developments and contributed to the production of the FDIC’s Quarterly Banking Profile. Alex currently monitors risks to financial institutions across the states and territories in the San Francisco Region.

Pricing

Pricing

One Registration Fee, Unlimited Attendees per Organization

Download the Registration Form here
and email registrations@westernbankers.com.

Pricing For Price
WBA Bank Member $995
Bank Non-Member $1,295

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Wednesday, July 8, 2020. No refund if cancellations are received after Wednesday, July 8, 2020. Substitutions welcomed.
*This forum is not included in the season pass

CPE Credits

CPE Credits

The 2020 Virtual Directors Forum has been granted 7 CPE Credits. The Western Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.