Chief Credit Officers' Conference
Balboa Bay Resort
1221 West Coast HighwayNewport Beach, CA 92663-5092
United States
Community banks in California are currently facing several significant credit and lending issues, largely influenced by the broader economic environment. This forum, designed by Chief Credit and Lending Officers for Chief Credit and Lending Officers, will tackle critical topics such as liquidity, credit risk, high interest rates, and problem loans through interactive sessions. We encourage you to bring your team along, as this event offers a unique opportunity to network, develop personal relationships, and collaborate with peers. Together, you can identify best practices, stay on top of emerging lending issues, and explore the latest tools and technology available, all while fostering a supportive environment. Expect to “roll up your sleeves” and dive into meaningful discussions and solutions!
OBJECTIVES
- Implement new strategies and approaches that utilize the latest thinking and tools available to compete with financial services providers of any size or type.
- Determine how to acquire and integrate the latest technology to streamline lending processes and procedures to be more effective and efficient for the bank and your customers.
- Develop a broader and deeper network of resources to collaborate with, including business partners, technology providers and bankers.
Topics include:
- Current Issues in the Credit and Lending Environment
- Special Assets Panel
- CCO Panel: a review of the past, present and future of the last three years
- CRE Obsolescence and Lending Risk
- Loan Portfolio Mgmt Panel: Loan Growth, Stress Testing and more
SPEAKERS
- Michael Henry, EVP, Chief Credit Officer, Mission Valley Bank,
- Kelly Bruns, President & CEO, Premier Audit Solutions
- David Ruffin, Principal, IntelliCredit
- John Barr, Credit Administration Management, The Fintech Consultant
- Frank Abraham, Deputy CCO, Special Assets, Mission Valley Bank
- Shawn Lipman, CCO, Santa Cruz County Bank
- Angelo De Bernardo, Chief Lending Officer, Santa Cruz County Bank
- Luke Parnell, CCO, River Valley Community Bank (TBC)
- Lisa Canale, EVP/CCO, Community Bank of Santa Maria
- Leigh Wren, SVP, Loan Operations Manager, Mission Valley Bank
- Raleigh Green, VP Credit Risk Management, Bank Independent
- Gill Handley, Chief Operating and Risk Officer, KlariVis
AUDIENCE
CCOs, CLOs, Senior Credit Administrators & Commercial Loan Officers/Relationship Managers, Board Loan Committee Directors
Registration Options
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Registration Options
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Price |
|---|---|
|
Member Regular Registration
Registration Ends 3/4/25 at 11:59 PM PST
|
$695.00 See QTY Discounts |
|
Member Late Registration
Registration Opens 3/5/25 at 12:00 AM PST
|
$895.00 See QTY Discounts |
|
Non-Member Regular Registration
Registration Ends 3/4/25 at 11:59 PM PST
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$995.00 See QTY Discounts |
|
Non-Member Late Registration
Registration Opens 3/5/25 at 12:00 AM PST
|
$1,195.00 See QTY Discounts |
Agenda
| March 25 | |
| 5:00 PM - 6:30 PM | Welcome Reception Boardroom |
| March 26 | |
| 8:00 AM - 8:00 AM | Breakfast Bay View Patio |
| 9:00 AM - 9:30 AM |
Introductory Activity - Your Top Issues in the Current Credit and Lending Environment
Bay View Room Roundtable Discussions on what your bank is focusing on right now |
| 9:30 AM - 10:45 AM |
Special Assets Management – It’s been a while!
Bay View Room Our panel will lead a discussion on identifying, analyzing and managing potentially problems loans |
| 10:45 AM - 11:00 AM | Break |
| 11:00 AM - 12:00 PM |
Chief Credit Officers Perspectives – Panel Discussion
Bay View Room CCO’s from small, medium & large community banks will discuss “What has happened in the last three years at their banks, the challenges they are facing now, and how they (and you) can move forward |
| 12:00 PM - 1:00 PM | Lunch Bay View Patio |
| 1:00 PM - 2:15 PM |
Loan Portfolio Management – Strategies for the current marketplace
Bay View Room Our banker panel will discuss how they are approaching loan growth at their banks and tools for monitoring their current customers, including stress testing |
| 2:15 PM - 2:30 PM | Break |
| 2:30 PM - 3:00 PM |
Disaster Management
Bay View Room Community banks play a vital role in local economies, and effective disaster management is crucial to ensuring financial stability and customer trust during crises. A well-prepared disaster management plan (DMP) helps mitigate risks, ensure business continuity, and protect customer assets. Discussion led by Michael Henry and Leigh Wren |
| 3:00 PM - 4:00 PM |
Commercial Real Estate (CRE) Lending in CA – Where are we going?
Bay View Room California banks have the highest concentration of CRE loans in the U.S. in a commercial property market under pressure from the highest interest rates in decades. Our presenters will lead a discussion on heightened risk for banks as loan defaults increase and even the prospect of CRE obsolescence |
A room block has been reserved at the Balboa Bay Resort for your convenience.
The deadline to book your room under the block is February 25, 2025. Be sure to reserve your room before this date to secure the special rate and ensure availability.
We look forward to welcoming you!
ADDITIONAL INFORMATION
6 CPE Credits
Program Level: Intermediate - Advanced
Prerequisites: Participants should have at least three years’ experience in commercial lending or credit administration.
Delivery Method: Group-Live
Field of Study: Business Management & Organization, Specialized Knowledge
Cancellation and Complaint Resolution Policy
Substitutions are allowed, at no additional cost. Written notice is required for all cancellations. The full registration fee will be refunded if the written request is received up to 4 weeks before the event and 50 percent if received 2 weeks before the event. No refunds will be granted within two weeks of the event. For more information regarding refund, complaint, and/or program cancellation policies contact our offices at 800-627-6613.
California Community Banking Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
For More Information:
Thank you to our sponsors!
