Conferences & Education

Bank Board Forum

May 18, 2010 - Hyatt at Fisherman’s Wharf, San Francisco

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Whether you’re seeking techniques for more effective board meetings, current insight to shape strategy or specific tactics to resolve challenges – our Bank Board Forum is your focused professional development source. Learn how to achieve/maintain strong capital positions, interact with the regulators in the new regulatory environment – and other topics designed to give you an edge in today’s changing environment.

Who Should Attend?

• Chairmen
• Directors
• Presidents/CEOs

Schedule
as of March 1, 2010

Sessions
Click on the links below to view and print PDFs of available session handouts

The Changing Strategic Roles of Board Members
Philip K. Smith, President, Gerrish McCreary Smith, PC

Handout 1 | Handout 2

The new economic and regulatory environment is changing how board members act and react. This session discusses what the true roles of board members should be and what focus directors should take in 2010 and beyond in order to be successful, as well as covering basic mechanics of a successful board meeting.

Dealing with the Regulators as a Board
Cliston V. “Doc” Bodine, III, Attorney, Gerrish McCreary Smith, PC

Handout 1 | Handout 2

This session discusses the current state of regulatory affairs. Whether your bank is troubled or well-run, there is a new playing field for dealing with the regulators and handling regulatory changes. Knowing the rules is critical in today’s environment.

Capital Markets Update
Thomas R. Mecredy, Managing Director, Howe Barnes Hoefer & Arnett

The current operating environment has changed the way community banks approach the capital markets. This session focuses on the new issues facing community banks and provides some successful capital-raising strategies that can help you maintain or achieve a strong capital position and take advantage of the opportunities to increase shareholder value through 2010 and beyond. 

Bank Stock Valuations
Thomas R. Mecredy, Managing Director, Howe Barnes Hoefer & Arnett

Handout

As a result of numerous failures, TARP, special assessments, the commercial real estate meltdown and difficult regulatory exams, the community bank landscape has dramatically changed. This session addresses the current market’s impact on all aspects of community bank valuation including investor and shareholder focus for 2010 and beyond. Learn what potential investors are looking for and expecting in today’s banking environment and how you can use this information to make your bank one of their preferred stocks.

Regulatory Compliance in a Challenging Environment
Gregory Benson, Senior Consultant, Ascella Compliance

The renewed focus for all organizations is on regulatory compliance. Our speaker will present issues you as a Board need to be aware of and understand. This session will look at regulatory compliance from a number of different angles such as credit/lending; ALLL; valuations and other hot topic issues requiring your attention.

Registration Information

Registration Fees
WIB/CIB/CBW Member:  $345
New Bank WIB/CIB/CBW Member: $295
Nonmember Bank:  $445

*New Bank is defined as banks in organization, groups in formation or WIB member banks opened three years or less from the date of this program.

Registration includes continental breakfast, lunch and refreshment breaks.

WIB Associate Members are not permitted to attend this educational program.

Cancellation Policy
Registration fees minus $50 processing fee will be refunded if cancellation is received by May 5, 2010. No refund if cancellation is received after May 5, 2010. Substitutions welcomed.

Continuing Education
Up to 7 hours may be available for this program.

Our Guarantee
If you are not completely satisfied with this program, let us know within 10 days of your attendance and we will provide a full refund of your registration fees.

Hotel Information

Hyatt at Fisherman's Wharf
555 North Point Street,
San Francisco, CA 94133

Reservation Phone Number: (888) 421-1442

Hyatt at Fisherman's Wharf offers deluxe amenities to pamper every guest and is just minutes from downtown – placing you in the heart of San Francisco’s most famous sights. Stroll along Pier 39, sample delicious fare at Ghirardelli Square, or hop on a cable car just across the street from the hotel in San Francisco's Fisherman's Wharf.

WIB has secured a group rate of $169 Single/Double, plus taxes (currently 14%). This rate is also good for three days prior to and after the program date. Please note that this rate is being offered on a space availability basis. WIB encourages you to make your reservations early.  Be sure to mention Western Independent Banker to receive the group rate.  Cancellation required by 3:00 pm, 48 hours before arrival.

Reservation Deadline: April 25, 2010

Air Travel/Transportation

The hotel is convenient to both San Francisco (SFO) and Oakland (OAK) International Airports. Public transportation is available to downtown San Francisco.

Super Shuttle runs from OAK and from SFO to the Hyatt at Fisherman’s Wharf. For reservations see http://www.supershuttle.com or call (800) BLUE-VAN.

Special rental car discounts are available with AVIS Rent-A-Car. Contact AVIS at (800) 331-1600 and mention WIB’s group code: J990669.