Agenda 

Senior Credit & Lending Officers Exchange
Avenue of the Arts Costa Mesa Hotel
February 27, 2024

February 27, 2024

7:30    BREAKFAST 

8:30    Introduction - David Ruffin, Principal, IntelliCredit
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9:15     How to Build a High-Performance Team - Michael Henry, EVP, Chief Credit Officer, Mission Valley Bank, Heidi DeMattos, SVP, Accounts Receivable Lending Manager, Mission Valley Bank
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10:00 BREAK

10:15   Credit Risk Management: Focus on Commercial Real Estate Portfolios - David Whorl, EVP, Chief Credit Officer HCN Bank, Jeff Aana, SVP, Director of Originations, Investment Real Estate, United Business Bank, Justin Eichman, Head Appraiser, AEI Consultants
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11:15   Loan Portfolio Management - Eusebio Cordova, Chief Credit Officer, American Riviera Bank, Kelly Bruns, President & CEO, Premier Audit Solutions, David Ruffin, Principal, IntelliCredit)
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12:15   LUNCH – Presentation from Jim Ely, President, Small Business Development Corporation of Orange County

1:15     Technology & Data Management - Mark Messick, Director Product, Lending Deposits, Jack Henry
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2:30    BREAK

2:45    Lending & Regulatory Compliance - Dave Weiant, SVP, Chief Lending Officer, Provident Bank, Jeffery Sellers, National Bank Examiner, OCC, Michael Butler, Supervisory Examiner, FDIC, Scott Smith, Attorney, Buchalter)
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4:15     Closing Thoughts/Wrap-up/Key Take-aways

4:30    CLOSE

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