Directors Roundtable 2025
The Lodge at Torrey Pines
11480 North Torrey Pines RoadSan Diego, CA 92037
United States
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 2025 Directors Roundtable, held at the picturesque Lodge at Torrey Pines, we’ll take a close look at what effective board leadership looks like amid the challenges of today’s environment and also focus on critical topics facing Boards. With the help of our seasoned panelists—including exceptional chairmen, CEOs, directors, and subject matter experts—we’ll hear first-hand about their experiences and opportunities.
As in the past, it will be an open forum with emphasis on relevant hot topics and trends, including the expectation of a more favorable regulatory environment, pent up deal demand, stronger equity valuations and stable debt markets are likely to drive significantly higher M&A and capital markets activity. We will also look at potential challenges to community banks including the continued need for scale to increase efficiency and stay ahead of the technology curve through the use of digital banking and the opportunities faster & instant payments offer community banks .
AUDIENCE: Bank Directors, CEOs, and Senior Managers who work with the Board.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member Regular Registration
Registration Ends 5/18/25 at 11:59 PM PDT
|
6.00 (CPE) | $895.00 See QTY Discounts |
|
Non-Member Regular Registration
Registration Ends 5/18/25 at 11:59 PM PDT
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6.00 (CPE) | $1,195.00 See QTY Discounts |
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Banker Guests (June 9 Reception Only)
|
$195.00 |
Agenda
| June 9 | |
| 3:00 PM - 5:00 PM | Board Meeting Hughes Cottage |
| 6:00 PM - 7:30 PM | Reception Arroyo Terrace |
| June 10 | |
| 7:30 AM - 8:30 AM | Breakfast Charles Fries Room |
| 8:30 AM - 8:45 AM | Welcome Charles Reiffel Room |
| 8:45 AM - 10:15 AM |
Operations Sessions
Charles Reiffel Room Humanizing the Digital Banking Experience (Erin Wynn, Candescent) Bringing Tech into the Boardroom (Dave Conne, BankOnIT USA) |
| 10:15 AM - 10:30 AM | Break |
| 10:30 AM - 11:45 AM |
The Evolving Regulatory Landscape
Charles Reiffel Room A conversation discussing the rapidly changing picture in Washington D.C. and Sacramento moderated by Kathy Moe-Lonowski, former SF Regional Director, FDIC and current Board Member at PCBB with … CCBN Sacramento Lobbyist, Lindsay Gullahorn, Owner & Principal, Gullahorn Strategies & Rhonda Whitley, SVP, Senior Regulatory Counsel, Independent Community Bankers of America (ICBA). |
| 11:45 AM - 12:45 PM |
Lunch
Charles Fries Room |
| 12:45 PM - 2:15 PM |
Growth Sessions
Charles Reiffel Room M&A, Capital Markets Activity in 2025 (Peter Buck, Piper Sandler) Fintechs & the Path to Banking Innovation (Mike Cohn, Wolf & Company, P.C.) |
| 2:15 PM - 2:30 PM | Break |
| 2:30 PM - 3:45 PM |
Chairman's Panel
Charles Reiffel Room 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. Moderated by Gary Findley. Panelists: Rick Pedack– Mountain Pacific Bank Darren Caesar– American Riviera Bank Stephen Pahl– West Coast Community Bank |
| 3:45 PM - 4:00 PM | Close |
The Lodge at Torrey Pines
We’re thrilled to host our 2025 Directors Roundtable at the stunning Lodge at Torrey Pines! Secure your stay with our exclusive room block at a special rate of $440 per night. Be sure to book by May 16, 2025, to take advantage of this offer!
Book your room here.
REGISTRATION (includes electronic materials)
Must Be Logged in To Receive Member Pricing
Regular Registration through May 16, 2025
CCBN Member Bank: $895
Non-Member Bank: $1,195
Late Registration after May 16, 2025
CCBN Member Bank: $1,095
Non-Member Bank: $1,395
Associate Members (Limit 10): $1,495
Guests (Reception on June 9): $195
6 CPE Credits
Program Level: Intermediate
Prerequisites: None
Delivery Method: Group Live
Field of Study: Finance; 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:
Be a Directors Roundtable Sponsor!
Learn more about Directors Roundtable sponsorship opportunities (available to CCBN associate members only).