2024 CCBN Annual Top Banker Meeting

A New Agenda for 2024!

This year’s Annual Top Banker Meeting is packed with actionable insights and practical takeaways on some of the most important topics in community banking you won't want to miss. But an annual meeting is about more than business, it’s about celebrating with friends and colleagues.

Each year we take you to a great location, and this year may be the best yet! The Carmel Valley Ranch is a resort oasis in Central California’s wine country, just a short drive from Monterey and Carmel-By-The-Sea. This 500-acre property is home to a wide variety of exciting activities, great cuisine, championship golf, a spa, and even an on-site creamery.

We’ve created a new agenda for 2024 that includes plenty of time to “Play Your Way” with some activities we’ve picked out, like a Guided Off-Road Excursion or an Outdoor Photography Workshop. And when you’re back in the meeting room your spouse/guests can continue the fun by joining our wine and food tour in Carmel-By-The-Sea.

We are also kicking off this year’s celebration with “Pinot & Pizza” featuring the resort’s own Pinot and pizza baked in a giant outdoor oven on our patio. And as those of you who attended last year’s event know, we closed with Tequila and this year it’s a Whiskey Tasting paired with great local snacks.

AUDIENCE:

Bank Directors, Bank Presidents & CEOs, & Senior Bank Officers

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

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
• Stephen H. Gordon, Founding Chairman and Chief Executive Officer, Genesis Bank
• Krista Snelling, President and Chief Executive Officer, Santa Cruz County Bank

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)
• Amy Klein, Associate Deputy Comptroller, Western District Office, Office of the Comptroller of the Currency (OCC)
• Jackie Valderrama, Assistant Vice President, Supervision + Credit, Federal Reserve Bank of San Francisco (FRB)
• Aaron Prosperi, Deputy Commissioner, Banking, Department of Financial Protection and Innovation (DFPI)

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: Picnic Lunch in the 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 

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.
• 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

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
• Joanne Funari, Executive Vice President and Chief Operating Officer, American Riviera Bank

• Scott O. Smith, Shareholder, Buchalter

• 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 & Joanne will focus on 3rd Party Risk Management, looking at the different practices performed throughout third party relationship life cycle. Scott & Todd 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.

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 

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: A Taste of Carmel (Harvest Landing)

Join us as we celebrate the closing of our conference with a strolling reception! Taste artisanal delights, including wine, cheese and honey, produced at Carmel Valley Ranch along with a Whiskey tasting!

Dinner on your own

Event Close