Directors Roundtable 2024

OVERVIEW

In today’s industry, there is little room for inefficiencies but there is plenty of room for improvement and this is no different with our boards of directors and management. At the 2024 Directors Roundtable, we’ll take a close look at what effective board leadership looks like with all the challenges of today’s environment, and focus on critical topics that are facing Boards. With the help of our seasoned panelists that include exceptional chairmen, CEOs, directors and subject matter experts, we’ll hear first-hand about their experiences and opportunities.

AUDIENCE: Bank Directors, CEOs, Presidents and Senior Managers who work with the Board.  

AGENDA

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
• Bruce Beretta – Chairman of Mission Bank Bakersfield
• John Gierek - Chairman of Redwood Capital Bank

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 
• FRB – Mongkha Pavlick, Senior Vice President, Community and Regional Institution Supervision 
• 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

• Wolf & Company, P.C. – Christopher Bacchi, Manager, IT Advisory Services
• American Riviera Bank – Paul Abramson, CTO
• PCBB – Shiva Sandy, CTIO

4:00 CLOSE

LOCATION

L’Auberge Del Mar

1540 Camino Del Mar
Del Mar, CA 92014(858) 386-1336

Located in the heart of Del Mar, and affectionately known as being the heart of Del Mar, L’Auberge is your dream home by the sea. The award-winning San Diego, CA luxury resort overlooks the Pacific Ocean from one of Southern California’s most picturesque coastal villages. The room block at L'Auberge Del Mar is SOLD OUT!

We have arranged an overflow room block 15 minutes away at the Estancia La Jolla Hotel & Spa with a special rate of $349 plus $20 resort fee which you can get online by going to web link: 2024 CCBN Directors Roundtable Overflow.