Women in Banking

Overview

2021 Women in Banking Virtual Forum
Virtual Conference

Registration is now open for the Women in Banking Virtual Forum!

This three-day virtual event celebrates women in the banking industry and will feature dynamic, inspirational and expert women speakers who will present on timely and relevant industry topics including the economy, regulatory and legislative updates, leadership and much more.   

TEDx speaker Sydney Lai and Olympic Gold Medalist Summer Sanders will be the keynote speakers.

Group pricing is available for this event.
For more information about group pricing, please contact Lori Black at registrations@westernbankers.com

Register Online

Agenda

Agenda

*All times listed below are in PDT

Tuesday, April 6, 2021
9:00 AM – 10:15 AM Opening General Session

Fintech Startups and the Future of Their Customers

Sydney Lai
TEDx speaker
10:15 AM – 10:30 AM Break
10:30 AM – 11:30 AM Learning Session #1

Using Neuroscience to Skillfully Lead Change

Sharon Dye
President
Sharon Dye Consulting
(Sponsored by PCBS)
  Learning Session #2

Working Together: How to Mentor
the Next Generation of Diverse Leaders


Cass Stroehmer
Global Enablement – Customer Success​
nCino
11:30 AM – 12:30 PM Lunch & Marketplace Time
12:30 PM – 1:30 PM General Session

Promoting Growth and Prosperity Through the Banking Industry:
The Power of Gender Diversity in the Boardroom and C-Suite


Jennifer Docherty
Co-founder, Bank on Women
Associate General Counsel and Managing Director, Piper Sandler & Co.

Terrie Spiro
Co-founder
Bank on Women

Miranda LeKander
Special Counsel – Diversity, Equity & Inclusion 
California Department of Financial Protection and Innovation

Krista Snelling
Chief Executive Officer
Santa Cruz County Bank
1:30 PM – 1:45 PM Break
1:45 PM – 2:45 PM Learning Session #1

Defining Data Privacy

Kaitlin Asrow
Fintech Policy Advisor
Federal Reserve Bank of San Francisco
  Learning Session #2

PUMP. Your Leadership Story is
Personal, Unique, Meaningful, and Powerful


Judi Giem
SVP & Chief Human Resources Officer
Tri Counties Bank
3:00 PM – 4:00 PM General Session

Regulatory Panel

Kathy Moe
Regional Director
San Francisco Region of the Federal Deposit Insurance Corporation


Karen Boehler
Deputy Comptroller
Western District of the Office of the Comptroller of the Currency


Mongkha Pavlick
Group Vice President, Supervision and Credit Group
Federal Reserve Bank of San Francisco

Moderator:
Jan Owen
Senior Advisor
Manatt, Phelps & Phillips, LLP
4:00 PM – 6:00 PM Happy Hour Paint & Sip (RSVP Required)
Wednesday, April 7, 2021
8:30 AM – 9:30 AM General Session

Session Title TBD

Naomi Camper
Chief Policy Officer
American Bankers Association
9:30 AM – 9:45 AM Break
9:45 AM – 10:45 AM Learning Session #1

Rethink Your Digital Bank

Jennifer Dimenna
Vice President of Commercial Engagement
Apiture
  Learning Session #2

United In Success

Rachel Gerlach

Chief Credit Officer
Alpine Bank
10:45 AM – 11:00 AM Break
11:00 AM – 11:30 AM General Session

Pay-it-Forward Initiative

BankWork$
11:30 AM – 12:00 PM Lunch & Marketplace Time
12:00 PM – 1:00 PM General Session

Economic Update

Ellen Zentner

Managing Director and Chief Economist
Morgan Stanley
1:00 PM – 1:15 PM Break
1:15 PM – 2:15 PM Learning Session #1

Paying it Forward:
How Servant Leadership Can Transform Your Career


Rebecca Walden
VP, Marketing
First American Payment Systems
(Sponsored by Fitech)
  Learning Session #2

Closing the Gender Gap In Small Business Finance

Su Ning Strube
Chief Product Officer
JUDI.AI.
2:15 PM – 2:30 PM Break
2:30 PM – 3:30 PM General Session

The Biden-Harris Administration and
What it Could Mean for Banking Regulation


April Frazer
Head of Banks, Financial Institutions Group
Wells Fargo Corporate & Investment Banking
3:30 PM – 4:30 PM General Session

Session Title TBD

Teresa Bryce Bazemore
President and Chief Executive Officer
Federal Home Loan Bank of San Francisco
Thursday, April 8, 2021
8:30 AM – 9:30 AM General Session

ESG Focus and the Impact of Climate Change
on Banking Regulation


April Frazer
Head of Banks, Financial Institutions Group
Wells Fargo Corporate & Investment Banking

Geneviè
ve Piché
Head of ESG Solutions
Wells Fargo Corporate & Investment Banking
9:30 AM – 9:45 AM Break
9:45 AM – 10:45 AM General Session

Legislative Update

Melanie Cuevas
Vice President, Government Relations
California Bankers Association

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

Jason Lane
Vice President, Deputy Director of Government Relations
California Bankers Association
10:45 AM – 11:00 AM Break
11:00 AM – 12:00 PM Closing Keynote

Summer Sanders
Olympic Gold Medalist, Sports Commentator
12:00 PM Forum Concludes
Speakers

Summer Sanders
Olympic Gold Medalist, Sports Commentator

Born and raised in northern California, Summer lived in the pool. Inspired by her brother Trevor, she joined the team at age 4 and never looked back. Although she did cry on the blocks of her first race, that was when she first learned to push through the fear in order to truly feel the accomplishment. That sense of accomplishment became her motivation for every facet of life.

Summer went on to earn a swimming scholarship to Stanford University and back-to- back NCAA Swimmer of the Year awards in only 2 years as a collegiate swimmer. Her prize accomplishment was being a part of the 1992 National Championship team with Stanford. That summer at the 1992 Olympic Games in Barcelona, Sanders emerged as the most decorated U.S. swimmer, winning four medals – two gold, a silver, and a bronze.  Soon after, she shifted her passion to television.

Speakers

Sydney Lai
TEDx speaker

Sydney Lai is a Developer Advocate and VC/PE investor, providing technical advisory and fundraising to developers, founders, and emerging managers.

Sydney has been named an LGBT Technology Leader by The White House, Office of Science and Technology Policy. She is a TEDx Speaker on startup ecosystem design and is now a Developer Advocate building dev tools for enterprise integrations. As a startup community leader building startup ecosystems, she has worked in accelerators, venture funds, financial services, SaaS, government, gaming, blockchain, cryptocurrency, virtual reality, and space & defense industries. As a technical strategist with an award-winning background in sales and business development, Sydney grows products and services users want.

Speakers

Naomi Camper
Chief Policy Officer
American Bankers Association

As ABA’s chief policy officer, Naomi Gendler Camper leads the ABA’s policy and advocacy functions, including government relations, regulatory policy and compliance, economic research and the office of strategic engagement. Her division also includes specialized groups, such as the Card Policy Council and BAFT, ABA’s global transaction banking subsidiary.

Speakers

Ellen Zentner
Managing Director and Chief Economist
Morgan Stanley

Ellen Zentner is Chief US Economist and a Managing Director at Morgan Stanley. Ellen serves on the Treasury Borrowing Advisory Committee (TBAC), the Economic Advisory Panel for the Federal Reserve Bank of New York as well as the American Bankers’ Association, and is Chair of SIFMA’s Economic Advisory Roundtable. She is a Director of the National Association for Business Economics and is a past president of NYABE. In 2018 and 2020, Ellen’s team received the Lawrence R. Klein Award for the most accurate economic forecasts over the past four years. Ms. Zentner holds a Bachelor of Business Administration and a Master’s Degree in Economics from the University of Colorado.

Speakers

Jennifer Docherty
Co-founder, Bank on Women
Associate General Counsel and Managing Director, Piper Sandler & Co.

Jennifer Docherty is a managing director and associate general counsel in the financial services group at Piper Sandler & Co. She has over 20 years of experience as a senior banking and legal advisor, including structuring and executing over $63 billion in capital raising for financial institutions since 2014, including over $25 billion through more than 130 debt and equity transactions in 2020. In addition to transactional work, Docherty works closely with management teams and boards of directors providing general strategic and industry advice. She is a frequent national speaker and panelist at industry conferences, and regular contributor to articles on banking and gender diversity.

Speakers

Terrie Spiro
Co-founder
Bank on Women

Terrie Spiro is an experienced and proven leader in the financial services industry with over 30 years of industry experience. She is a collaborative, creative, decisive, and profit-driven CEO/leader with significant public bank holding company experience. Her scope of experience includes Founding CEO, CEO, Bank Director, Board Advisor, Turnaround Specialist, Re-Engineering consultant, and corporate banker. Spiro’s experience is wide-ranging with CEO and Executive experience in top 50, multi-regional, regional, and community bank platforms.

Speakers

Miranda LeKander
Special Counsel – Diversity, Equity & Inclusion
California Department of Financial Protection and Innovation

Miranda LeKander (she/her/hers) is Special Counsel on Diversity, Equity & Inclusion at the California Department of Financial Protection and Innovation. She is charged with leading the department’s efforts in implementing diversity and inclusion initiatives and serves on the California Leads Steering Committee on Race, Ethnicity & Gender. She also contributes to the Underwriting for Racial Justice taskforce coordinated by Beneficial State Bank. 

Speakers

Kathy Moe
Regional Director
San Francisco Region of the Federal Deposit Insurance Corporation

Kathy Moe is the Regional Director of the Federal Deposit Insurance Corporation (FDIC) San Francisco Region. As a 35-year veteran, Moe is directly responsible for the safety and soundness of insured deposits, evaluation of asset and liability management, lending, investment and corporate governance practices of 350 financial institutions in 11 Western States, plus the Pacific U.S. Territories. Leading in a regulated environment subject to economic fluctuations, while navigating complex interagency relations, provides Moe with a unique skill-set. Areas of expertise include, but are not limited to: real estate, commercial credit and investment markets, compliance and risk management, cyber security, anti money laundering, information technology, vendor management, consumer protection, mergers and acquisitions, and de novo applications.

Speakers

Karen Boehler
Deputy Comptroller
Western District of the Office of the Comptroller of the Currency

Karen Boehler is the Deputy Comptroller for the Western District of the Office of the Comptroller of the Currency (OCC).

In this role, Ms. Boehler is responsible for the supervision of 176 institutions located in 19 states with assets totaling $156 billion. She is based in Denver, Colorado, and supervises a staff of nearly 300 people, who operate out of 9 field offices and 6 satellite offices. She took on these duties in January 2021.

Speakers

Jan Owen
Senior Advisor
Manatt, Phelps & Phillips, LLP

Jan Owen is a senior advisor in the Manatt Financial Services group, and is based in the Sacramento office.

Her practice includes a wide range of oversight work including accountancy, assets recovery, auditing, banking, benefits administration, corporate governance counseling, strategic planning, public policy review and analysis, regulatory representation, budget preparation and financial reporting. With her deep understanding of regulatory issues, Jan provides innovative, practical and commonsense solutions. Her clients include major banks and consumer financial institutions, fintech startups, blockchain and cryptocurrency companies, cannabis owner and operators, and technology companies.

Speakers

April Frazer
Head of Banks, Financial Institutions Group
Wells Fargo Corporate & Investment Banking

April Frazer is managing director and head of Banks in Wells Fargo’s Corporate & Investment Bank. In her role as head of Banks, April leads the coordination of all investment banking and corporate banking activities across the bank’s client segment globally, driving the collaboration necessary to deliver our full capabilities to clients. April is responsible for the strategy and growth of the business, partnering with FIG regional leaders and product partners on the development and execution of growth strategies.

Speakers

Teresa Bryce Bazemore
President and Chief Executive Officer
Federal Home Loan Bank of San Francisco

Teresa Bryce Bazemore has been a trailblazer in the mortgage banking industry. As a senior executive in the field, she brings more than 25 years of experience building and leading both mortgage insurance and services businesses. She served as President of Radian Guaranty from July 2008 until her retirement in April 2017, overseeing the strategic planning, business development, and operations of the mortgage insurance business line. Prior to becoming President of Radian, she served as the company’s Executive Vice President, General Counsel, Corporate Secretary, and Chief Risk Officer. Previously, Ms. Bazemore was Senior Vice President, General Counsel, and Corporate Secretary for Nexstar Financial Corporation and served as General Counsel for the mortgage banking line of business at Bank of America.

Speakers

Geneviève Piché
Head of ESG Solutions
Wells Fargo Corporate & Investment Banking

Geneviève Piché is the head of the Environmental, Social, and Governance (ESG) Solutions Group in Corporate & Investment Banking (CIB). Geneviève’s team is responsible for delivering thought leadership and a full suite of products aimed at helping clients achieve their ESG objectives. Her group also collaborates with teams across Wells Fargo to drive strategy and further demonstrate the company’s commitment to advancing sustainability and positive social impact.

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 legislative experience. In his role as senior vice president and director of state government relations, he oversees the management and operation of CBA’s state and federal government relations department and also serves as one of CBA’s three registered lobbyists.

Speakers

Sharon Dye
President
Sharon Dye Consulting

Blending neuroscience, practical application, and over 31 years of experience made a client dub Sharon Dye “the CEO whisperer”. Sharon uses her talent to quickly separate symptoms from root causes, advise with practical solutions, and do so with an approach that respects the client’s strengths.

Her multi-faceted experience includes helping organizations identify the culture they need to maximize their marketplace success and ensuring employee engagement is robust, change management expert, executive coach, certified merger and acquisition advisor, and strategic plan development advisor.

Speakers

Cass Stroehmer
Global Enablement – Customer Success​
nCino

As an Enablement Leader for the Customer Success department at nCino, Cass uses her love of employee training to help welcome new hires, cultivate knowledge, instill empathy, and drive engagement among her peers. As a musician, she’s had the opportunity to record multiple albums, play during SXSW, and contribute several songs to the multi award-winning gender equality documentary “Pioneers in Skirts.”

She received her BA in Multimedia from the University of North Carolina at Asheville, her MS in Entertainment Business from Full Sail University, and is currently earning her PhD in Organizational Development and Leadership from the University of Arizona.

Speakers

Kaitlin Asrow
Fintech Policy Advisor
Federal Reserve Bank of San Francisco

Kaitlin Asrow is a Fintech Policy Advisor at the Federal Reserve Bank of San Francisco. In this role Kaitlin is responsible for research and monitoring in the areas of data portability, data privacy and data rights, and artificial intelligence. Prior to joining the Federal Reserve System she worked as a research manager for a nonprofit consulting firm, the Financial Health Network, and specialized in financial data use and aggregation in the United States.

Speakers

Jennifer Dimenna
Vice President of Commercial Engagement
Apiture

Jennifer Dimenna is the Vice president of Xpress Commercial Engagement at Apiture. She started her career in fintech writing documentation and help systems for cash management software at a small company near Atlanta. Over the last 20 years, Ms. Dimenna has continued to help U.S. and global financial institutions serve the digital banking needs of their business and consumer customers. At S1, ACI, Q2, Zenmonics and currently Apiture, Ms. Dimenna led teams of product managers, business analysts, solution consultants and UX Designers who defined, designed, and coordinated development and deployment of some of the market’s most innovative digital banking products.

Speakers

Rachel Gerlach
Chief Credit Officer
Alpine Bank

Rachel Gerlach has served as Chief Operations Officer for Alpine Bank since 2017 and in several positions of increasing responsibility for the bank since 1997. She begins a new role as Chief Credit Officer in 2021.

She is a Magna Cum Laude graduate of University of Denver, with a B.S.B.A. in International Business and a minor in Management. Ms. Gerlach also completed the three-year intensive graduate banking school at Louisiana State University, as well as the Commercial Lending School at Southern Methodist University.

Speakers

Su Ning Strube
Chief Product Officer
JUDI.AI.

Su Ning is passionate about building and leading high functioning teams through rapid growth. Her sweet spot includes the intersection between technology and business, where the combination of analytical, creative and operational skills is paramount for success. With over 20 years of experience in the digital space, she has worn many hats as a digital strategist, product marketer and business developer. This diverse experience at premier Vancouver based tech companies, such as JUDI.AI, Blast Radius, Vision Critical and HootSuite, positions her well for driving innovation and delivering seamless, end-to-end customer journeys.

Sessions

Promoting Growth and Prosperity Through the Banking Industry: The Power of Gender Diversity in the Boardroom and C-Suite

Did you know that…

  • Increasing Women in Corporate Leadership from 0% to 30% => 15% Increase in Profitability
  • Female Representation in Top Management > 15% vs. < 10% => 5% Increase in Return on Equity
  • Increasing the Number of Women on the Boards Even if Diversity Already Exists => ~1% Increase in Return on Assets
  • When Employees Believe their Organization is Committed to Inclusion => 83% Increase in Ability to Innovate

Did you also know…

Sessions

Regulatory Panel

In this regulatory panel hear from the bank regulators from the FDIC, the OCC, and the FRBSF as Jan Owen moderates this panel.

Sessions

Economic Update

Hear from Ellen Zentner, Managing Director and Chief Economist at Morgan Stanley, as she presents her economic update.

Sessions

The Biden-Harris Administration and What it Could Mean for Banking Regulation

Significant changes are expected within key banking financial regulatory bodies as a result of the transition to the new Biden-Harris administration. During this presentation, April Frazer, head of banks, Wells Fargo’s Financial Institutions Group in Corporate & Investment Banking, will explore some of the upcoming regulatory leadership changes that are on the horizon and the implications of what this could mean for changes to regulation in the banking industry.

Sessions

ESG Focus and the Impact of Climate Change on Banking Regulation

A fireside chat, moderated by April Frazer, head of banks, Financial Institutions Group in Wells Fargo Corporate & Investment Banking and Geneviève Piché, Head of ESG Solutions Group in Wells Fargo Corporate & Investment Banking as they explore the renewed focus by banking regulators on ESG and Climate Change within the industry. How will regulators implement ESG and Climate Change into a bank’s regulatory metrics?

Sessions

Legislative Update

In this session, hear from the State Government Relations Team as they provide their latest legislative update as it relates to the banking industry.

Sessions

Working Together: How to Mentor the Next Generation of Diverse Leaders

Most financial institutions understand the importance having diverse teams and leaders, yet many struggle with the execution of this goal. This is a problem, as many studies have shown that teams with gender and racial diversity are 15% more likely to meet their business goals and 70% more likely to capture new markets. Whether you’re trying to climb the corporate ladder or build a more inclusive culture, you’re likely to face challenges along the way. This session will examine strategies and solutions for overcoming those challenges, building an empowered and competitive workforce, and mentoring the diverse leaders institutions need to succeed in our rapidly changing environment.

Sessions

PUMP. Your Leadership Story is Personal, Unique, Meaningful, and Powerful

Storytelling is one of the key methods to drive commitment and engagement with teams. Each of us have stories that are Personal, Unique, Matter and Powerful. As women start to appear more frequently in the board room, within the executive team, and key leadership roles it is more important than ever to share our journeys with others asking themselves how to achieve similar goals. During this presentation Judi will share her own non-traditional journey both professionally and personally. The goal of this session is for you to walk away understanding how your own story can enhance your own leadership journey.

Sessions

Rethink Your Digital Bank

The future of digital banking is simple, quick, data-driven and reliant on modern technologies. You can transform your digital bank without the pain of technology conversions and compete with larger banks that have bigger pocketbooks by understanding the power of APIs. In this session, we’ll break down the complexities of the buzzwords and provide you with useful insights and an action plan for modernizing and future-proofing your digital bank.

Sessions

United In Success

How to Unite your team and the front line using five core principles:

  1. Honor those who are not present [respect, trust]
  2. Seek to understand vs. being right [curiosity and humility]
  3. Own your world and let others own theirs (their world) [respect, ownership]
  4. Do your best work and believe everyone else is doing the same [trust]
  5. Be kind; work hard; have fun [“Golden Rule”]
Sessions

Paying it Forward: How Servant Leadership Can Transform Your Career

This presentation will give new, mid-management and established community banking professionals actionable takeaways to achieve more fulfillment in their careers, including:

  1. The difference between mentorship and sponsorship and why you need both
  2. The role of professional/industry service and how to make it work for you
  3. The non-negotiable importance of your world outside of work, and how to protect and preserve that time so that you can live out the principles of servant leadership

It’s drawn from more than 20 years of professional experience, the last several of which are anchored in the financial services industry, and through personal challenges including surviving breast cancer without missing a beat – professionally and personally.

Sessions

Closing the Gender Gap In Small Business Finance

Women’s empowerment is at the forefront of America’s cultural trends. Our constant push for change extends to many fronts, including small business lending. There are 12.3 million women-owned businesses in the US that generate over $1.8 trillion in revenues and employ millions of workers. Yet women business owners still have a harder time securing loan approvals. This session will share ideas on how your bank can:

  • Strengthen its reputation and build out gender equality in small business lending
  • Help women entrepreneurs overcome financial challenges while starting (and growing) a business
  • Drive new business and deepen customer loyalty
Pricing

Registration Information

For this year’s 2021 Women in Banking Virtual Form, we have updated our pricing model to reflect a one-time fee for the bank depending on how many people register for the forum. Please refer to the table down below.

Pricing For One Time Fee For 1-5 Attendees One Time Fee For 6 or More Attendees
WBA Bank Member $595 $895
Bank Non-Member $995 $1,295

To register one individual for the forum, please feel free to click on the register online button down below to register today. Or you can fill out the registration form.

Register Online

To register more than one person from the bank, please contact Lori King at registrations@westernbankers.com for more information.

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Tuesday, March 23, 2021. No refund if cancellations are received after Tuesday, March 23, 2021. Substitutions welcomed.

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Jennifer Benson, Vice President of Conferences at jbenson@westernbankers.com or (916) 438-4416.

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