Conferences & Education

Directors Workshops

Cosponsored with

August 9, 2010
The Pacific Club, Newport Beach, CA

Up-to-date information, insight, best practices, resources and tools for today’s community bank director.

Directors & Risk

Board members will get practical information to oversee risk management activities with increased confidence. Learn specific risks that require oversight, a basic framework for managing risks and the tools needed for effective risk management. Additional topics include: establishing a "risk appetite", risk policy framework, board-level reporting on risk, regulatory expectations and tools for directors.

Schedule
7:30-8:00 am	Registration & Continental Breakfast
8:00 am-Noon	Class Session
Noon	Lunch on Own

Speaker: Kenneth W. Proctor, Managing Director, Cornerstone Advisors, Inc.
Kenneth W. Proctor is currently managing director of Cornerstone Advisor’s Risk Management practice. During his 36-year professional banking and consulting career, Ken has served as an internal consultant with a major regional bank, held responsible management positions in the auditing departments of two southeastern regional commercial banks, and worked as a public accountant. He is a professional member of the Institute of Internal Auditors.

Directors & Audit: Risk Governance

Audit committee members need to be aware of the best practices, resources and tools available to them for financial oversight. This workshop will make sure today’s audit committee member is fully up-to-date and grounded in principles and tools used for successfully fulfilling this important assignment.

You will gain an enhanced knowledge of basic functions of the audit committee, an increased awareness of current risk areas and problems that are causing managements and board significant challenges such as capital concerns, emerging asset problems, compliance hot buttons and funding issues and challenges.

Attendees will have a better understanding of the current auditing and reporting developments, including FASB, SEC and other regulatory matters.

Schedule
12:30-1:00 pm	Registration
1:00-5:00 pm	Class Session

Speakers: Denese Cahill, CPA, Business Assurance Services Partner; Tullus Miller, CPA, Financial Services Partner and Kaveh Varjavand, CPA, Partner-in-Charge, Moss Adams LLP
Denese Cahill has 25 years of public accounting experience specializing in financial institutions and SEC reporting companies. As partner-in-charge of the Moss Adams Northern California financial institution practice, she is an active member of both the firm’s Financial Services Group and the SEC Practice Group. Denese has led several internal office inspections for the firm and served on the firm’s Peer Review Team.

Tullus Miller has over 20 years of public accounting experience primarily serving financial institutions. He is the partner-in-charge of the San Francisco Bay Area Financial Institutions Practice of Moss Adams and is an active member of the firm’s Financial Services Industry Group. He has worked with commercial and saving banks, consumer lenders, independent mortgage banks and companies.

Kaveh Varjavand has more than 24 years of accounting and finance experience, primarily serving financial institutions and SEC reporting companies in California. Kaveh’s services to financial institutions include financial statement audits, SEC filings and registration statements, IPOs, internal control evaluations, initial acquisition audits, loan file reviews and mergers and acquisitions consulting.

Registration & Location Information

Amount listed is per workshop

Registration Fees
WIB/CIB Member: $245
New Bank WIB/CIBMember*: $195
Nonmember Bank: $345

*New Bank is defined as banks in organization, groups in formation or WIB member banks opened three years or less from the date of this program.

If you are a WIB Associate Member interested in attending, please contact WIB at (415) 352-2323.

Cancellation Policy
Registration fees minus $50 processing fee will be refunded if cancellation is received by July 26, 2010. No refund if cancellation is received after July 26, 2010. Substitutions welcomed.

Continuing Education Credits
Up to 4 hours may be available for each workshop.

Our Guarantee
If you are not completely satisfied with this program, please contact us within 10 days following the program and we will provide a full refund of your registration fees.

Location

The Pacific Club
4110 MacArthur Boulevard
Newport Beach, CA 92660-2012

Hotel Information

WIB does not have guest sleeping rooms reserved for this program. If you require hotel accommodations, please contact WIB for Newport Beach hotel recommendations near the workshop location.

Travel Information

Rental Car Discount

Discount rates are available for Avis rental cars. Visit www.avis.com or call Avis at (800) 331-1600. Mention WIB’s group code J990669.
Discount rates are available with Hertz rental cars. Click here to reserve. Or call Hertz at (800) 654-2240. Refer to Convention Code 04DT0004.

Air Travel: The closest airport is the John Wayne Airport (SNA), located just 2 miles from the Pacific Club.