Conferences & Education

These series of workshops provide directors with a base knowledge of:

Funding! Workshop
Sunday, June 4, 2006  •  12:30 Registration  •  1:00-5:00 pm Program

Instructors
Bruce Hinkel, QwickRate; Ed Krei, The Baker Group; Rick Miller, Federal Reserve Bank of San Francisco; Karl Nelson, Institutional Deposit Corp.; Reg Truman, Promontory Interfinancial Network; Tom Wilson, FHLB-San Francisco

This workshop is designed to familiarize you with funding techniques available to community banks and thrifts. "The best WIB workshop I’ve attended in 8 years of WIB education!" Jim Davis, Chairman, Bank of Alameda

Who Will Benefit
Directors who need an overview of funding techniques in the community bank environment.

Directors & Audit Committee
Wednesday, June 7, 2006  •  7:30 am Breakfast & Registration  •  8:00 am-Noon Program

Instructors
Susan Cordonnier, Partner, Perry-Smith LLP
John Stuart, Partner, Reitner, Stuart & Moore

Various banking regulations continue to redefine the responsibilities of the audit committees of both public and private community banks. This interactive workshop, led by a CPA and an attorney, will explore the relationship between the Audit Committee, the board, senior management and independent auditors. (Levels I & II)

Who Will Benefit
Directors that are members of the bank’s Audit Committee. New directors who need an understanding of their role in relation to the Audit Committee in addition to moderately experienced directors that need an update on their responsibilities.

Directors & Risk Management
Wednesday, June 7, 2006  •  12:30 Registration  •  1:00-5:00 pm Program

Instructors
Donald Rowland, Managing Director of Strategic Planning & Board Education, Metavante Corp.
John Hurlock, Regulatory & Compliance Practice Manager, Metavante Corp.

The greatest risk faced by any institution is the potential failure of its board to provide effective risk oversight and proper corporate governance. Adequate risk management on behalf of the directors comes from an understanding or the specific risks facing the organization they serve and ensuring that there is a process in place to alert them to the occurrence of those risks. This workshop discusses the readiness and effectiveness of risk management for the director. (Level I & II)

Who Will Benefit
New to moderately experienced directors who need a more in-depth in understanding of the importance of risk management process and strategies.

M&A: A Review of Strategic Alternatives (a Simulation)
(Held with the Annual CFO & Risk Management Conference)
Wednesday, June 7, 2006  •  12:30 Registration  •  1:00-5:00 pm Program   

Instructors
Aaron Axton, Bruce Rossignol, Justin Van Etten and Jeffrey Wishner of Keefe, Bruyette & Woods
Steve Klein, Graham & Dunn

This simulation includes a case study of a community bank that has come to a crossroad, facing a proposed merger either with an in-market competitor or a lager super-regional bank. This interactive simulation divides up the participants into boards of directors of three separate banks. Counsel and financial advisors will consult with each board team on issues relevant to their decision-making process. (Level II & III)

Who Will Benefit
Experienced directors who need an in-depth understanding of mergers and acquisitions activity within the community bank environment.

Directors & Investments/Asset Liability Management

One of the many challenges facing bank directors is to oversee their bank’s asset/liability and investment portfolio functions. In the current interest rate environment, asset/liability and investment portfolio management to protect bank net interest margin is a major concern of many banks. These workshops are designed to increase the knowledge and understanding of directors to encourage a more robust policy discussion within your bank.

Instructors
Will Taylor, Senior Vice President, Vining Sparks PMG
Jim Zabel, Vice President, Mortgage Finance, Federal Home Loan Bank of San Francisco

Who Will Benefit
New directors who need a baseline understand of investments and ALM activities. Moderately experienced directors who need a more in-depth understanding of investments and ALM activities.

Directors & Investments/ALM-Level I
Thursday, June 8, 2006  •  7:30 am Breakfast & Registration  •  8:00 am-Noon Program

Topics include the role of the ALCO Committee, introductory concepts of asset/liability management, review of key terminology, and provide sample ALCO reports. We will explain how different investment options can increase or decrease institutional exposure and provide an introduction to strategies to protect bank net interest margin in addition to reviewing how to determine and monitor a bank’s risk profile.

Directors & Investments/ALM - Level II
Thursday, June 8, 2006  •  12:30 Registration  •  1:00-5:00 pm Program

Discussion of key assumptions involved with asset/liability modeling and the important responsibilities of directors that serve on the ALCO Committee in understanding the bank’s model and simulation tools is our focus. We will analyze sample ALCO reports to allow for a full understanding of the importance of effective modeling, cash flow volatility, mortgage prepayments and price. An understanding of the appropriate use of leverage to minimize net interest margin fluctuations will be addressed. The session concludes with a view of how asset liability and investment decisions can be both a positive and/or negative impact the institution’s stock price.

Registration Fees

Directors & Audit
Directors & Risk Management OR
Directors & Investments/ALM (Level I or II: 1/2-day program)

Regular Member: $235

Regular Nonmember: $325

Directors & Investments/ALM (Level I & II: full-day program)

Regular Member: $385

Regular Nonmember: $475

M&A: A Simulation

Member (Attending CFO Conference): $95
Nonmember (Attending CFO Conference): $125
Member (Not Attending CFO Conference): $125
Nonmember (Not Attending CFO Conference): $165

Funding!

Member: $70
Nonmember: $95