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Why You Should Attend

Deciding whether to work out or sell your nonperforming assets won’t be easy – but the need to create the greatest overall value for your bank is imperative. Our Troubled Asset Forum provides emerging information and resources that will help maximize results through critical keep/sell decision factors and key strategy considerations.

Keys to success as you navigate managing and resolving troubled loans:

• Managing Workouts – Why Timing is Everything
• Problem Loans in Turbulent Times – Issues to Consider
• Valuations Panel
• Loan Sales – What Options Do You Have?
• Peer Exchange Sessions
• Speed Networking Sessions with Service Providers

Who Should Attend

• Presidents/CEOs
• Chief Credit Officers
• Senior Lending Staff
• Credit Administrators
• Special Assets Management
• Risk Managers
• Chief Financial Officers
• Bank Legal/General Counsel

Forum Schedule

Program

Click the links below (where available) to view and print speaker handouts

Click here to view Speaker Biographies

The Commercial Real Estate Bust:  How Long? How Deep? And What Will Pull Us Out?
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
Wally Young, Senior Manager, Credit Risk Coordination, Risk, Monitoring & Analysis Group, Federal Reserve Bank of San Francisco  
Stephen Jones, Senior Examiner, FDIC        

Handout   

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
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?
Bill Hoffman, CEO, Trigild, Inc.
Don Neff, President/CEO, La Jolla Pacific 
Pat Trendacosta, Attorney, Frandzel Robins Bloom & Csato, L.C.

Handout

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
Larry Raber, Partner, Perry-Smith LLP
Richard Wilson, San Francisco Region Accounting Specialist, FDIC

Handout

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?
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

Handout

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.

Peer Exchange Sessions

We will have two peer exchange sessions for bankers, grouped by asset size, with discussions on regulatory and appraisal issues and managing your troubled asset portfolio in today’s market.

Speed Networking

You will have two opportunities (60 minute sessions on both Wednesday and Thursday) to meet with service providers to learn about their products, services and resources to assist you in managing and resolving troubled assets. Bankers will meet in small groups for a 10-minute overview of the company and services, ask a few questions, and see if you want to follow up later for more details! Representatives at the July Forum gave these sessions very high marks.

Reception

Wednesday, December 2, 5:30-7:00 pm

The perfect opportunity for you to mix and mingle with your peers and service providers in a relaxed environment.

Forum Registration Fees

WIB, CBW, CIB and ICBA members receive the member rates.

Early Bird (By November 2) 
Member Bank - $395
Nonmember Bank - $525
Associate Member - $485

Regular (after November 2)
Member Bank - $445
Nonmember Bank - $575
Associate Member - $535

De Novo Member Bank Discount
Banks in organization or proposed and WIB bank members open three years or less, take $100 off each registration.

Table Registration Fees

Firms may purchase a table which will allow them to meet with bankers during ten 10-minute sessions spread between the two days. You will be able to provide those bankers who select your table with a short overview of your firm’s abilities and resources to assist banks in addressing troubled assets.

Each banker will be asked to select firms for these short meetings. Click here to register to have a table at the Forum.

Table Registration Fees
Includes Forum registration and Speed Networking Table on both days for one person. One additional person may attend per table for an additional fee.

Associate Member - $1,000
Additional Registrant - $550

Nonmember Firm - $1,750
Additional Registrant - $750

Sponsor (Members Only)
Includes Forum registration, Speed Networking Table on both days for one person and firm listed as Forum Sponsor on collateral/signage/etc.

Associate Member - $1,500

Cancellation Policy

Registration fees minus $75 processing fee will be refunded if cancellation is received by November 18. No refund if cancellation is received after November 18. Substitutions welcomed.

Hotel Information

Marriott Los Angeles Airport
5855 West Century Blvd.
Los Angeles, CA 9004

Reservation phone number: (800) 228-9290 or (310) 641-5700

The Marriott Los Angeles Airport is located just 2 blocks from Los Angeles International Airport (LAX), with complimentary airport shuttle service to and from the hotel. Complete guest room transformations, a resort pool, and stunning outdoor area make for an unforgettable stay.

Reservation deadline:  November 2, 2009

Room Rates/Taxes: $129 (plus 14% taxes)

Reservation Procedures: Reservations should be made by calling the number above.  Be sure to mention “Western Independent Bankers” to receive the group rate.

Cancellation Policy: 24 hours prior to arrival date.

Rental Car Discount

Special discounts are available through AVIS by calling (800) 331-1600 and referring to group code J990669.

 

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