AGENDA

Tuesday October 29 

5:00 pm: Registration open (Oak Courtyard) 

5:00 – 8:00 pm: Pinot & Pizza (Oak Courtyard)

Wednesday, October 30 

7:30 – 8:30 am: Registration & Breakfast (The Gallery Redwood)

8:30 – 9:00 am: Opening Remarks (Redwood Room)
9:00 - 9:30 am: Derek Williams, ICBA Immediate Past Chairman  & President & CEO, Century Bank & Trust, Milledgeville, GA
Click for presentation

9:30 - 11:00 am: Bank CEO Panel (Redwood Room)
Moderated by Gary Findley, President, Gary Steven Findley & Associates

• Ash Patel, Chairman/CEO/President, Commercial Bank of California - Click for presentation
• Stephen H. Gordon, Founding Chairman and Chief Executive Officer, Genesis Bank - Click for presentation
• Krista Snelling, President and Chief Executive Officer, Santa Cruz County Bank - Click for presentation

Three CEOs discuss why their bank is a success, how they are looking forward to the next few years and their rational related to the recent merger or expansion of their franchise.

11:00 am: Break

11:30 am - 1:00 pm: Regulatory Panel (Redwood Room)
Moderated by Kathy Moe Lonowski, Regulatory/Banking Executive, Pacific Coast Bankers Bank and Gary Findley, President, Gary Steven Findley & Associates

• Perissa Ali Clark, Assistant Regional Director, Risk Management Supervision, Federal Deposit Insurance Corporation (FDIC)
  Click for presentation
  
• Amy Klein, Associate Deputy Comptroller, Western District Office, Office of the Comptroller of the Currency (OCC)
  Click for presentation
  
• Jackie Valderrama, Assistant Vice President, Supervision + Credit, Federal Reserve Bank of San Francisco (FRB)
  Click for presentation
  
• Aaron Prosperi, Deputy Commissioner, Banking, Department of Financial Protection and Innovation (DFPI)
  Click for presentation
  

Representatives from the FDIC, OCC, FRB & DFPI will share insights on key banking regulatory changes, developments, and trends. Following the panel there will also be an opportunity  to “chat with your regulator” in small groups about what’s on your mind.

1:00 – 2:00 pm: Food Truck Picnic (Organic Garden)

2:15 - 4:30 pm: Optional Activities:

Educational Breakout Sessions  (Redwood Room)

• 2:15 - 3:15: Small Group Discussions with the Regulators from this morning's Panel
• 3:30 - 4:30: Succession Planning - Led by Elissa Brewer, Senior Risk Management Consultant at Abrigo Click for presentation
  

6:00 – 7:30 pm: Welcome Reception (Golf Clubhouse Patio)

7:30 – 9:00 pm: Welcome Dinner (Golf Clubhouse)

9:00 – 11:00 pm: After Dinner Cocktails available at the Clubhouse (On Your Own)

​Thursday, October 31

8:00 – 9:00 am: Breakfast (Redwood Terrace)

9:00 – 12:00 pm: Optional Activities:

Educational Breakout Sessions  (Redwood Room)

• 9:15 - 10:15: Fraud - Trending fraud schemes, situations that can give rise to internal and external fraud, fraud red flags, and other topics, featuring Rebecca Kruse, EVP & COO, ICBA Payments. Click for presentation
  
• 10:30 - 11:30: Managing Liquidity in 2025.  What’s the Plan?With the expected Fed movement on rates, the upcoming election and its potential impacts on banking regulation, as well as the continued challenges of tight deposit competition, bankers have to execute their deposit and funding management strategies with care. This breakout session will provide an opportunity to discuss best practices, things to consider, and share strategies for growth in the face of these uncertainties, led by Max Damm, Managing Director, Pacific, IntraFi Click for presentation

12:00 - 1:15 pm: Lunch (Redwood Terrace)

1:15 - 2:45 pm: Risk Management Panel - Emerging Trends and Viable Solutions (Redwood Room)
Moderated by Gary Findley, President, Gary Steven Findley & Associates

• Stephen R. King, Principal, JD, Director of Regulatory Compliance: Wolf & Company, PC Click for presentation
  
• Joanne Funari, Executive Vice President and Chief Operating Officer, American Riviera Bank

• Scott O. Smith, Shareholder, Buchalter Click for presentation

• Todd Wohl, Partner, Braun International & Premiere Estates Realty 

Bankers and Industry experts discuss best practices to address critical risks community banks are facing today. Steve will focus on 3rd Party Risk Management and Scott will explore identifying and controlling the rising Commercial Real Estate Risks in California’s current real estate environment, and alternatives in the management and disposition of CRE portfolio properties. They will be joined by a couple of bankers to get their perspective and insights on both topics.

2:45 - 3:00 pm: Break

3:00 - 4:30 pm: Asset Allocation Strategies that Work - Considerations to Support Earnings and Stability (Redwood Room)
Moderated by Gary Findley, President, Gary Steven Findley & Associates

• Will Richens, Managing Director, Fixed Income Strategy, Stifel Financial Click for presentation

Community bank balance sheet allocations must adapt to the changing credit, liquidity, and interest rate landscape. "We will use peer and historical data to explore trends in balance sheet composition common to higher performing institutions, highlighting opportunities that will help you best navigate through a period of compressed margin and lower earnings, a potential downturn in credit, and a continuation of tight liquidity in the months to come.

5:00 pm – 6:30 pm: Whiskey Tasting (with food pairing) (Harvest Landing)

Dinner on your own

Event Close