Conferences & Education

 

Annual Directors Conference 

Pathways to Growth & Profitability – The Director’s Role

November 10-12, 2011
Omni Hotel
San Diego, CA

 

  

Conference Home | Schedule | Program | Online Expo 


Online Expo

= WIB Endorsed Program Partner         = Premier Associate Member

American Association of Bank Directors (Exhibitor)

1250 24 Street NW, Suite 700, Washington, DC 20037 

Phone: (202) 463-4888
www.aabd.org

David Baris (dbaris@aabd.org)

Founded in 1989 during the savings and loan crisis, AABD is devoted to serving the information, education and advocacy needs of individual bank and savings institution directors. A non-profit organization, AABD has members nationwide.

BankVision Risk Management Services, Inc. (Exhibitor)

P.O. Box 360825, Milpitas, CA 95036              

Phone: (510) 599-6623
www.bankvisioninc.com

Linda Myers (Lindam@bankvisioninc.com)

BankVision, Inc. is a premier provider of internal audit and risk management services to community banks and financial institutions. The firm is focused on implementing risk management solutions for the full spectrum of financial institutions. Our clients range from “de novo” institutions that may need a complete package of risk management services to multi-billion dollar regional banks that need audit “augmentation” in specific technical areas.  We are organized in specialized teams of subject matter experts.

Crowe Horwath LLP (Exhibitor)

15233 Ventura Boulevard, Ninth Floor, Sherman Oaks, CA 91403-2250

Phone: (818) 501-5200
www.crowehorwath.com

Bailey Frye (bailey.frye@crowehorwath.com)
Dan Mills (dan.mills@crowehorwath.com)

Crowe Horwath LLP is one of the largest public accounting and consulting firms in the United States. Under its core purpose of “Building Value with Values®,” Crowe assists public and private company clients in reaching their goals through audit, tax, advisory, risk and performance services. With offices coast to coast and 2,400 personnel, Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Horwath International.

Diligent Board Member Services (Gold Sponsor/Exhibitor)

39 W. 37th Street, 8th Floor, New York, NY 10018       

Phone: (212) 741-8181
www.boardbooks.com

Michael Thompson (mthompson@boardbooks.com)
Liz Kiley (lkiley@boardbooks.com)

The Global Leader in Board Portals - Serving over 823 companies, including 133 banks. Diligent Boardbooks®  allows Directors to replace their traditional, cumbersome board papers with Diligent Boardbooks on the Apple iPad. Using Boardbooks to read your board materials on the iPad is like reading a book – only better. With a simple tap of the finger, view the latest versions of your board materials – anywhere…in the office, on a plane, on vacation…anywhere in the world. WIB endorses Diligent’s Board Portal for Community Banks.

EBS, a bank consulting company (Platinum Sponsor/Exhibitor)

One Eleven Sutter Street, Suite 1800, San Francisco, CA 94104    

Phone: (415) 733-6540
www.ebscomp.com

Jeffrey Peterson (jpeterson@ebscomp.com)
Jim Whistler (jwhistler@ebscomp.com)

EBS specializes in the placement and service of Bank Owned Life Insurance (BOLI) programs. These programs utilize BOLI to finance existing employee benefits, as well as to informally fund new or existing nonqualified executive benefit plans. EBS offers in-house plan design, implementation and administrative services through a group of qualified professionals with expertise in insurance and public accounting. The professional designations held by members of the organization include CPA, JD, CLU, MSFS, MBA, CFP, ChFC and others. Beginning business in 1998, EBS has implemented well over 200 BOLI transactions with clients in 34 states. During this time, EBS has upheld a record of 100 percent client retention. EBS has offices in San Francisco and San Diego to serve clients in the West. WIB endorses EBS’s Bank-Owned Life Insurance (BOLI) Services.

Independent Bankers Insurance Services, Inc. (Exhibitor)

2520 E. University Drive, Suite 103, Tempe, AZ 85281            

Phone: (480) 663-3778
www.ibisinsurance.com

Pat Corey (Pcorey@ibisinsurance.com)
Justin Corey (Jcorey@ibisinsurance.com)

At IBIS, we specialize in providing insurance for community banks and their insurance brokers. We have direct underwriting contracts with all of the major insurance companies providing bank D&O Insurance, FI Bonds, Bank Commercial Property and other forms of bank insurance.  We’ve spent more than 30 years insuring only community banks. Your bank will benefit from our experience and long-term underwriting relationships. The result?  Easy to read proposals, appropriate coverage, and very competitive prices. WIB endorses IBIS' Insurance for Community Banks.

Luce Forward (Bronze Sponsor)

600 W. Broadway, Suite 2600, San Diego, CA 92101    

Phone: (619) 236-1414
www.luce.com

Kurt Kicklighter (kkicklighter@luce.com)

Luce Forward is a full-service law firm assisting community banks throughout California. Banks and their affiliates call upon us to help formulate and implement business expansion plans, raise capital, and maximize shareholder value in a complex and evolving regulatory environment. Some of the more specific areas Luce Forward adds value are mergers and acquisitions, employment matters, and executive compensation matters. Our attorneys are also experienced in resolving the business and legal problems that arise when commercial and real estate credit arrangements fail to proceed as intended. We use technology to enhance the delivery of our services and as a complement to our network of offices throughout California.

McLagan (Bronze Sponsor)

3600 American Boulevard West, Suite 110, Minneapolis, MN 55431

Phone: (952) 893-6795
www.mclagan.com

Gayle Appelbaum (gayle.appelbaum@mclagan.com)

McLagan, an Aon Hewitt company, is the premier compensation consulting and performance benchmarking firm focused exclusively on the financial services sector. Its proprietary surveys are the gold standard for compensation and performance data for banks. With 6 US locations, and 6 international offices located in the major money centers, it is a global resource servicing banks of all sizes from the world’s largest corporate and consumer banks to regional and small community banks as well. WIB endorses McLagan’s Board Effectiveness services.

Moss Adams, LLP (Platinum Sponsor)

One California, 4th Floor, San Francisco, CA 94111   

Phone: (415) 677-8279
www.mossadams.com

Tullus Miller (tullus.miller@mossadams.com)

Moss Adams LLP is the 11th largest accounting and consulting firm in the United States and the largest headquartered in the West. Founded in 1913, the firm has a staff of over 1,700 professionals, including more than 230 partners. We offer audit, tax, and consulting services to more than 300 financial institutions. Additional services include enterprise risk management, regulatory compliance, internal audit services, internet security assessments and merger and acquisition services.  

Reich & Tang (Exhibitor)

1411 Broadway, 28th Floor, New York, NY 10018          

Phone: (800) 433-1918
www.reichandtang.com

John N. Drahzal (JDrahzal@rnt.com)
Thomas Bradberry (tbradberry@rnt.com)

Reich & Tang, provider of Demand Deposit MarketplaceSM, is the market leader in expanded FDIC-insured bank sweep programs, providing meaningful deposit and liquidity solutions to banks, their customers and their communities. We currently work with more than 300 banks, representing billions of dollars in deposits placed on their balance sheets. WIB endorses Reich & Tang's On-Balance Sheet Sweep Accounts.

Sandler O’Neill + Partners, L.P. (Bronze Sponsor)

455 Market Street, Suite 2070, San Francisco, CA 94105

Phone: (415) 978-5058
ww.sandleroneill.com

Al Glowasky (aglowasky@sandleroneill.com)

We are an independent, full service investment banking firm delivering sound, valuable advice to financial companies for more than 20 years. In Oct 2011, the Turnaround Management Association recognized Sandler for its excellent advisory effort in keeping AmericaWest Bank from regulatory failure with its the Transaction of the Year – Mid-Size Companies award.

Veritas Financial Partners (Bronze Sponsor/Exhibitor)

7070 Union Park, Suite 300, Midvale, UT 84109         

Phone: (801) 657-5529
www.vfpfinancial.com

Gordon LaHaye (glahaye@vfpfinancial.com)

Veritas Financial Partners is a financial services company that provides senior secured loans to lower and middle market businesses. Our loans take a variety of forms including revolving, term, and commercial real estate loans. We also provide capital and risk management services to our community bank clients seeking to increase their commercial and industrial lending activities profitably and safely.

Vining Sparks (Gold Sponsor)

530 Oak Court Drive, Suite 245, Memphis, TN 38138 

Phone: (800) 786-1282
www.viningsparks.com

William Taylor (wtaylor@viningsparks.com)

Vining Sparks provides Directors and Senior Management with educational resources in the area of Asset Liability and Investment Portfolio Management.  As a Director you are required to be knowledgeable of many aspects of the Financial Institution. Our goal is to provide you with tools to assist in ways to increase the shareholders’ value of your Institution. We assist the Director by providing training in the area of Asset Liability Management, Investment Portfolio Sector Analysis and Strategic Planning. Contact Will Taylor should you have questions on Asset Liability, Bank Owned Life Insurance, or the Investment Portfolio.

Western Independent Bankers Service Corporation (Silver Sponsor/Exhibitor)

601 Montgomery Street, Suite 1200, San Francisco, CA 94111       

Phone: (415) 352-2323
www.wib.org

Bill Zent (bill@wib.org)

WIB Endorsed Programs provide high-quality, value-added products and services that enhance your bank’s competitive advantage and/or provide significant efficiencies. When you select WIB-endorsed vendors, you’re leveraging a trusted, comprehensive, risk-based evaluation and endorsement process FFIEC guidelines. Go to the WIB Solutions Store to search available products and services (www.wibstore.com)

Wunderlich Securities, Inc. (Gold Sponsor)

6000 Poplar Avenue, Suite 150, Memphis, TN 38119 

Phone: (901) 251-1330
www.wunderlichsecurities.com

J. Wesley Grace (wgrace@wundernet.com)

Wunderlich Securities is a full-service investment banking/brokerage firm serving individual and institutional clients with equity sales & trading, equity research, fixed income sales & trading, and investment banking services. Wunderlich’s investment banking group has extensive experience working with community banks executing public and private capital raises, merger & acquisition engagements, and other financial advisory services. The firm operates in 24 offices across 10 states and employs nearly 450 professionals.