Conferences & Education
On Demand Conference Sessions
About On Demand Conference Sessions
All sessions are 50-60 minutes in length unless otherwise noted. You will be provided with a download link for the live recording and PowerPoint session. Please contact us with any questions or for assistance at (415) 352-2323.
| Playback File Costs Per Session File | ||
| Mix & Match any session recordings | Member or Conference Registrant | Nonmember |
| Any 1 session recording | $100 | $140 |
| Any 3 session recordings | $200 | $280 |
| Any 5 session recordings | $300 | $360 |
| 10 or more session recordings | $40 each | $48 each |
2009 Troubled Assets Forum (Southern California) | December 2-3, 2009
The Commercial Real Estate Bust: How Long? How Deep? And What Will Pull Us Out? | Purchase Playback File
Ted Simpson, Executive Director, Cushman & Wakefield
Ted Simpson brings his 20 years of western US transactional experience to us in the form of a commercial real estate forecast for the balance of 2009 and years ahead as he explains how and why we ended up in another CRE bust and what asset classes and geographic areas will be hit the worst. In addition, he will detail what we should look for in terms of economic indicators to foresee a recovery and what areas will be the first to stabilize.
The Regulators’ Perspectives on Appraisals | Purchase Playback File
Wally Young, Senior Manager, Credit Risk Coordination,
Risk, Monitoring & Analysis Group, Federal Reserve Bank of San Francisco
Stephen Jones, Senior Examiner, FDIC
Our speakers will discuss issues they are seeing relative to appraisals. Listen as they identify areas of concerns noted in recent examinations. By the end of this session, you’ll have a better understanding of what the regulators expect when reviewing your loan portfolios.
Problem Loans in Turbulent Times – Issues to Consider | Purchase Playback File
Barry A. Smith, Counsel
Buchalter Nemer
Scott O. Smith, Counsel, Buchalter Nemer
Our speakers, both experts in the legal resolution of problem asset resolutions, will share with you best practices you can incorporate into your workouts and will help you know how to identify when to engage legal counsel. Specific topics to be discussed include a discussion on different workout strategies – knowing which approach to use when; drafting and enforcing workout agreements to protect the bank and the underlying asset; pro’s and con’s of judicial and non-judicial foreclosures in real estate secured loans as well as knowing when to use litigation alternatives as well as the most beneficial uses of LLCs.
Managing Workouts – What Are Your Best Options? | Purchase Playback File
Bill Hoffman, CEO, Trigild, Inc.
Don Neff, President/CEO, La Jolla Pacific
Pat Trendacosta, Attorney, Frandzel Robins Bloom & Csato, L.C.
This session will focus on the importance of identifying problem loan assets early and will show how management of these impaired assets impacts bank capital and the overall performance of the bank. Leave this session knowing the importance of acting early and steps you can take to avoid further deterioration of the asset’s value. Our panelists include a receiver, an REO asset management firm and a CEO brought into deal with the bank’s troubled portfolio.
Valuations Panel | Purchase Playback File
Larry Raber, Partner, Perry-Smith LLP
Richard Wilson, San Francisco Region Accounting Specialist, FDIC
This panel will present viewpoints from a regulatory and accounting perspective on ALLL and accounting for troubled and impaired assets; FAS-5 and FAS-114 as well as issues surrounding appropriate uses of appraisals.
Loan Sales – What Options Do You Have? | Purchase Playback File
Jeffrey N. Cantor, Managing Director/Western Regional
Manager, The Debt Exchange, Inc.
Tom Keenan, Director & SVP, Market Maker, Guardian Investment Real Estate
Paul O’Rear, SVP/BankXchange, Bridger Commercial Funding
Donald Pelgrim, President & CEO, Delta Corps
If you’re thinking about buying or selling a loan but have questions on how to best make this happen our speakers will explain the different buy/sell options available as well as how to set your bid/sales prices in accordance with today’s market.
2009 Directors Conference Sessions | November 11-14, 2009
Economic Panel - It’s a Mad, Mad, Mad, Mad Economic World (Audio Only - 90 minutes) | Purchase Playback File
William Haraf, Commissioner, California Department of
Financial Institutions
Dr. S. Scott MacDonald, President & CEO,
Lindsey Piegza, Economic Analyst, FTN Financial
Moderator: David Sandler, Principal,
Sandler O’Neill
Our panel of distinguished and lively industry experts will cover topics of relevance and importance today and tomorrow and give you their frameworks on how the economy is likely to impact your bank over the coming months.
Regulator Panel - Surviving Today to Thrive Tomorrow (Audio Only - 90 minutes) | Purchase Playback File
Steve Hoffman, SVP, Banking Supervision, Federal Reserve
Bank of
Stan Ivie, Regional Director, FDIC
G.
Brian Quade, Assistant Deputy Comptroller, OCC
Moderator: Stan Cardenas,
Gone are the days of the short and sweet exam. The regulatory world has been turned upside down. Directors are learning more about the importance to regulators of key aspects of their responsibilities and liabilities in meeting the CAMELS requirements demanded by the new world order. Our panel will focus on this new environment and how their priorities and policies will impact your bank and you as a director.
Banking in the New World Order – What will it Look Like? (Audio Only) | Purchase Playback File
Eugene A. Ludwig, Founder and CEO, Promontory Financial Group, LLC & former U.S. Comptroller of the Currency
As head of the U.S. Office of the Comptroller of the Currency, Mr. Ludwig oversaw the federal agency responsible for supervising federally chartered commercial banks and federal branches and agencies of foreign banks. During his tenure, he spearheaded efforts to modernize the banking industry and will draw upon this experience as he outlines how current proposed changes will shape the future of banking.
Washington’s Reform Agenda: The Impact on Community Banks | Purchase Playback File
Brian Gardner, SVP,
The house lights are on and the curtain is about to rise on
what promises to be a fierce debate on how to reform the current system. Who
will be the winners and losers in
Executive Compensation – A New Day in Director Oversight | Purchase Playback File
Dan Wetzel, Managing Director, Pearl Meyer &
Partners
Katherine E. Mahlum, Vice President,
Economic and market conditions, coupled with unprecedented regulatory changes such as the American Recovery and Reinvestment Act Final Interim Rules, proxy disclosure, “Say on Pay” and compensation committee independence are creating challenges in executive compensation and ushering in a new era for compensation committees and boards as a whole. Our speakers, experts in the compensation field, will discuss these recent changes, their potential implications for executive compensation and the compensation governance process and what you need to know when looking at your compensation plans.
Stress Testing the Credit Portfolio – We’ve Done it, Now What? | Purchase Playback File
Wally Young, Senior Manager, Credit Risk Coordination,
Federal Reserve Bank of SF
Robert Perry-Smith, CEO, Perry-Smith LLP
The regulators require you to stress your credit portfolio – which you’ve done. But, what do you do with the information and results? Our speakers will provide you with real world examples of how to make the most out of the information gathered.
What You Need to Know About Bidding on Failed Banks | Purchase Playback File
Barry Taff, Partner, Silver, Freedman & Taff, LLP
Jeanne F. McBride, Regional Manager, Division of Resolutions and Receiverships,
FDIC
While bank failures are never a good thing they have provided the opportunity for other banks to increase their balance sheet with assets from these failed institutions. Our speakers will provide you with an overview of the process and what you need to know about the bidding process, and how to make an informed bid to leverage the FDIC’s Loss Sharing Agreements to your best advantage.
Risk Oversight – The Newest Mantra for ALL Board Members | Purchase Playback File
Ken Proctor, Director of Risk Management, Brintech
With increased default rates and losses, regulators expect directors to have appropriate oversight and understanding of the bank’s risk management plan. Our highly ranked and engaging speaker will show you steps you can take to ensure you bank’s model effectively identifies, assess and manages risk across the enterprise.
Strategic Planning for a Changed Landscape | Purchase Playback File
Geri Forehand, Director of Strategic Services, Brintech
With the unprecedented changes that are occurring, there is an urgent need to evaluate strategic options. This session focuses on changes in the models of strategic planning and effective planning sessions, what to do about customer interface and customer experience. We will discuss new management frameworks that enable financial institutions to address the current complex business environment, and position the bank for success in this period of uncertainty.
Avoiding Director Liability – A Wake Up Call | Purchase Playback File
David Baris, Executive Director & Charles Thayer,
Chairman, American Association of Bank Directors
Richard Lacy, Business Development Director, Travelers
Regulatory actions and orders are on the rise and bank failures are on the news almost on a weekly basis. Bank D&O policies are being cancelled with great frequency and those policies that remain have tightened their language on exactly what is covered. Your exposure and risk as a director has increased and is expected to continue to increase for the foreseeable future. Learn what you can do and the steps you can take to avoid or mitigate personal risk and reduce your premiums.
2009 Technology & Security Summit Sessions | October 14-16, 2009
Leveling the Playing Field: Emerging Technologies for Community Banks | Purchase Playback File
Michael Cohn, CPA, CISA, Director, WolfPAC Solutions Group, Wolf & Company, P.C.
Mobile banking, Web 2.0, VoIP and Software-as-a-Service (SAAS) continue to level the playing field for community banks providing leverage to compete and win. Learn the ins and outs of these and other emerging technologies with a focus on enhancing your bank’s competitive advantage.
Physical and Electronic Security Trends | Purchase Playback File
Andrew Koller, Vice President/General Manager Banking Division, Henry Brothers Electronics/National Safe
Hundreds of new security products come out each year, but how do you choose the ones that best fit your needs? We’ll discuss products with features specifically designed for financial institutions and outline key considerations when choosing security equipment.
Identifying and Controlling Data Leakage | Purchase Playback File
Doug Underwood, Managing Director, RSM McGladrey
With many technologies including PDAs, external storage devices, wireless networks being used outside the physical walls of the bank, the number of ways critical customer and proprietary information can be compromised is multiplied. Learn to evaluate the risks associated with various technologies and steps you can take to manage and minimize related inherent risks.
Computer Forensics & Electronic Data Recovery | Purchase Playback File
Tim Bryan, Senior Vice President IT Services, Perry-Smith LLP
Computer forensics is a critical part of the bank’s security infrastructure and recent regulatory changes and discovery laws mandate all institutions be able to identify and recover missing or deleted information. Understand your responsibilities and the evolving standards, tools and protocols. Using a live case study demonstration of computer investigations and the latest forensics tools you’ll see how to avoid common pitfalls.
Using Virtualization to Automate the Network, Server & Desktop | Purchase Playback File
Steve Kaplan, Vice President, INX, Inc.
Virtualization benefits are now common knowledge, but are you prepared for the resulting management challenge and the people and processes that need to change to match the technology implemented? Learn best practices for successfully migrating to and the managing of virtual infrastructure including network servers, disaster recovery, desktops and applications.
Shifting to an Asset Focused Asset Defense | Purchase Playback File
Zaid Akhter Senior Solutions Executive, HEIT, Inc.
IT security models are evolving – but are you? Traditional models based on security zones, layered defense, and little to no justification beyond fear, uncertainty, and doubt are evolving to integrate risk based decision making and asset identification, classification, and protection. Learn how to change the way your institution thinks about security.
You Are Judged by the Company Your Keep – Choose Your Vendors Wisely | Purchase Playback File
Michael Cohn, CPA, CISA, Director, WolfPAC Solutions Group, Wolf & Company, P.C.
A follow up to last year’s presentation, this session provides a refresher of Tips, Tools and Techniques for a successful vendor management program and will discuss the challenges associated with managing a vendor management program that is already in place, ensuring consistency in monitoring, reporting and evaluating risk.
Regulator Panel (Audio Only) | Purchase Playback File
Lloyd Miller, IT Examination Specialist, FDIC; Duane Berg, National Bank Examiner, OCC; George Mori, Senior Manager and Operational Risk Coordinator, Federal Reserve Bank of San Francisco; and Ruth Razook, CEO, RLR Management, Inc. (Panel Moderator)
An expanded, moderated dialogue with regulators discussing current hot topics, examination issues, trends and insights on new guidance on the horizon.
2009 Business Development & Sales Forum | September 24-25, 2009
How to Handle Hidden Objections | Purchase Playback File
Shawn Greene, Owner, Savage & Greene
“We don’t think your bank can meet our needs.” “We don’t pay those fees with our current bank.” “It’s too much hassle to change banks.” “I don’t want to keep my eggs in one basket.” These statements probably look like objections but they’re not. The real objections are hidden beneath those statements. This session will show you how to uncover the real concerns and how to defuse and handle them and convert them into closed sales.
Six Assumptions All Sellers Must Now Question | Purchase Playback File
John Golden, President & CEO, Huthwaite
It’s not what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so. In these turbulent times, every seller must take an honest look in the mirror and seriously question some basic sales talent and selling environment assumptions that are often at best incomplete, and at worst wrong.
Creating a World Class Compensation Plan on a Community Bank Budget | Purchase Playback File
Bart Penfold, Executive Vice President, Managing
Director, DHR International
Gayle Appelbaum, Managing Director & Founder, Amalfi Consulting, LLC
We all know that compensation programs are challenging in today’s down market. Our industry experts, an industry executive recruiter and a bank compensation consultant, join forces to share with you what it takes to create a world-class compensation program to recruit, retain and reward top performers at your bank!
Best Practices: Attracting & Retaining Business Customers | Purchase Playback File
Steve Brown, President & CEO, Pacific Coast Banker’s Bank
What’s in and what’s not on the business development front? Our engaging speaker shows you what big banks are doing to attract and retain customers and will provide information to turn their shortcomings into your advantage.
Developing Loyal Small Business Customers | Purchase Playback File
Martie Woods, Chief Experience Officer, Deluxe Corporation
This session will uncover what the current banking experience is like for today’s small business owners and will help you identity the service gaps exist; What small business owners really want from their financial institution; the seven key needs of small business owners and how you can incorporate them into an effective strategy and, Ways to create loyal small business customers who DO look to you for advice.
An Economic Overview – What in the Heck Happened! | Purchase Playback File
Brian Pretti, SVP Wealth Management, Mechanics Bank
Since Brian’s original presentation last year, the economic marketplace has been turned even more upside down. His overview of the economy will give you clues about what’s to come and what you, as both an investor and a banker, should be thinking about for your personal portfolio and your bank’s lending focus. Leave this session with a better understanding of the economy, industry and economic outlook.
Leveraging Social Networks to Drive Business Development Results | Purchase Playback File
Christopher Dworin, Vice President, Business Development, GoLightly
Social networking sites are now part of mainstream America. If you’re not using this channel to create and sustain business relationships, you’re missing out. Learn how to interact with a large segment of your existing and potential customer base and get concrete examples of how social networks can engage your customers and support your business development efforts.
2009 CFO Conference Sessions | May 31-June 3, 2009
Liquidity - The Essential “L” in CAMELS | Purchase Playback File
Karl Nelson, Director of Industry and Governmental Relations, Silverton Bridge Bank
The industry is managing through its most difficult environment in the past 20 years and the importance of liquidity has become a crucial issue. Understanding how the regulators are looking at this issue and what they are looking for in a Contingency Funding Plan (CFP) is important to all of us. This session looks at the issues and provides insight into creating a CFP that passes any regulatory scrutiny. Rated 5.0 out of 5 by attendees.