Directors Roundtable 2024 Agenda & Presentation Links
June 6
3:30 CCBN BOARD MEETING (by invitation)
5:00 RECEPTION – Pacific Terrace
June 7
8:00 BREAKFAST
8:45 WELCOME
Program Moderator – Gary Findley, President of Gary Findley & Associates
9:00 – 10:30
Chairman’s Panel - Effective Board Leadership for Exceptional Banks in 2024 and Beyond
The role of a community bank director is changing. Effective and engaged board leadership is mandatory for success. Chairman from exceptional banks will share their insights on Board leadership and the important role that directors play in achieving success.
Co-moderated by Curt Hecker, Executive Chairman and CEO of PCBB
- Bob Perry-Smith – Chairman of Five Star Bank CLICK for Presentation
- Bruce Beretta – Chairman of Mission Bank Bakersfield CLICK for Presentation
- John Gierek - Chairman of Redwood Capital Bank CLICK for Presentation
10:30 – 11:00 Break
11:00 – 12:30
Regulatory Panel - Insights on key banking regulatory changes, developments, and trends
After a tumultuous 2023, US banking regulators have set forth an ambitious agenda for 2024, including significant proposed changes to capital, resolution planning, consumer compliance, and supervision, among many others.
- FDIC – Paul Worthing, Regional Director, San Francisco Region, Risk Management and Consumer Protection CLICK for Presentation
- FRB – Mongkha Pavlick, Senior Vice President, Community and Regional Institution Supervision CLICK for Presentation
- DFPI – Greg Young, Senior Deputy Commissioner of Financial Institutions
12:30 – 1:30 LUNCHEON
1:30 – 2:30
Keynote Speaker - 2024 CA Economic & Market Outlook
Mark Schniepp, Principal, California Economic Forecast, Santa Barbara
Dr. Schniepp is currently Director of the California Economic Forecast in Santa Barbara which prepares forecasts and commentary on the regional economies of California. He makes frequent presentations across the state providing insight and commentary to business leaders, non-profit organizations, and investor groups. Dr. Schniepp was also the Chief Economist for the State of California (1999-2003) and the Director of the UCSB Economic Forecast Project from 1985 to 2000.
2:30 – 2:45 Break
2:45 – 4:00
Tech Panel - What Are Bankers’ Top Technology Investments for 2024?
Financial institutions are doubling down on digital-first technology investments to meet the evolving needs of a convenience-driven, tech-savvy clientele. Bankers are prioritizing digital tools and efficiency drivers like automation and AI, which are revolutionizing banking operations to stay competitive in 2024.
Co-moderated by Navazeh Tajer, Market Executive – Digital Banking, NCR Voyix CLICK for Presentation
- Wolf & Company, P.C. – Christopher Bacchi, Manager, IT Advisory Services CLICK for Presentation
- American Riviera Bank – Paul Abrahamson, CTO CLICK for Presentation
- PCBB – Shiva Sandy, CTIO CLICK for Presentation
4:00 CLOSE
