Conferences & Education

Survival Today – Liquidity, Capital and Non-Performing Resolution Workshop
Co-sponsored with California Independent Bankers

THIS WORKSHOP HAS BEEN CANCELLED

A new era of banking that began in August of 2007 has propelled the industry towards significant failures brought on by non-performing loan issues. Consent orders have become much too commonplace and 25% of the industry now deals with too many liquidity problems paired with too few solutions.

This workshop is designed for CEOs and CFOs who are working through non-performing loans and need to review solutions to these problems. We’ll take what has been learned over the past few years and review solutions that revolve around capital, liquidity and special asset resolution. As we look into each of these areas, we will provide you with suggestions on ways to get through this cycle – intact. Our speakers have real experience with real issues and will share their thoughts on getting through this period in banking history.

Who Should Attend

  • President/CEOs
  • CFOs
  • Auditors
  • Controllers
  • Financial policy and performance staff

Agenda

8:30-9:00 am Registration and Continental Breakfast
9:00-10:00 am An Historical Perspective & Outlook To The Future
Will Taylor, SVP, PMG, Vining Sparks
10:00-10:45 am Capital – A Look At Today’s Reality
David Sandler, Principal, Sandler O'Neill & Partners, L.P.
10:45-11:00 am Networking Break
11:00 am-Noon Liquidity – An Ever Evolving but Sometimes Forgotten Issue
Karl Nelson, CEO, KPN Consulting
Noon-12:45 pm Lunch
12:45-2:15 pm Funds Management – Making The Most Of Your Wholesale Funding Strategy
John Drahzal, President, Intrasweep LLC
Shawn O’Brien, President, QwickRate
Karl Nelson, CEO, KPN Consulting
James Zabel, Vice President, Mortgage Finance, Federal Home Loan Bank of San Francisco
2:15-2:30 pm Networking Break
2:30-4:00 pm Non-Performing Resolution – 1990 All Over Again
Contingency Funding Plan – Creating One That Works For You
Consent Orders – A Needed Discussion
Karl Nelson, CEO, KPN Consulting
4:00 Adjourn


Registration Information

WIB/CIB Members: $325
WIB/CIB New Bank Members: $275
Non Member: $425

Included with your registration are continental breakfast, networking lunch and breaks.

Cancellation Policy
Registration fees minus $75 processing fee will be refunded if cancellations received by July 28.  No refund if cancellation is received after July 28.  Substitutions welcome.

Continuing Education Units
Up to 5.5 hours may be available.

Location

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

Important Note
Dress Code: The Pacific Club’s preferred attire is Business Casual, however
jeans or denim attire is not considered appropriate.          

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.