Conferences & Education
Chairman's Forum
May 17, 2010
Hyatt at Fisherman’s Wharf, San Francisco
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Essential topics for non-CEO chairmen including:
- Setting the Tone for the Board: Is Everyone Singing the Same Tune?
- Dealing with the Regulators – What Role Do You Play as Chairman?
- Economic Update
- Raising Capital in Today’s Market
-
Facilitated Peer Exchange Sessions:
- Regulatory Hot Buttons: Surviving Your Next Exam
- What to Expect in Today’s Audits
Why You Should Attend
In challenging times it pays to meet with your peers and industry experts for impactful insights and solutions. You’ll develop a new understanding, best practices and solid solutions that help you address the high-level issues affecting your bank.
Who Should Attend
- Non-CEO Chairmen
- Chairmen-elect
Schedule
as of March 1, 2010
| May 16 | |
| 6:30 pm | Optional No Host Dinner |
| May 17 | |
| 7:30-8:00 am | Registration & Continental Breakfast |
| 8:00-10:00 am | General Sessions Setting the Tone for the Board: Is Everyone Singing the Same Tune? Dealing with the Regulators – What Role Do You Play as Chairman? |
| 10:00-11:00 am | Facilitated Peer Exchange Session Regulatory Hot Buttons: Surviving Your Next Exam |
| 11:15 am-12:15 pm | General Session Economic Update |
| 12:15-1:15 pm | Lunch with Networking |
| 1:15-2:15 pm | General Session Everything Chairman Should Know about Stockholders |
| 2:30-3:30 | Facilitated Peer Exchange Session What to Expect in Today’s Audits |
| 3:30-4:30 pm | General Session Raising Capital in Today’s Market |
| 4:30 pm | Adjourn |
General Sessions
Click the links below to view and print handouts
Setting the Tone for the Board: Is Everyone Singing the
Same Tune?
Rich Weissman, President and CEO, DMA
Does the board understand what the new realities look like and are they prepared to move into the next phase for sustainable enterprise profitability? Sustainable profitability is the new phase in community banking, and boards need to change how they approach their supervisory roles in decision-making, working with management, and ultimately being responsible/liable to the shareholders for sustainable income statement performance.
Dealing with the Regulators – What Role Do You Play as
Chairman?
Konrad Alt, Managing Director, Promontory Financial Group
Gone are the days of the quick and easy interactions with the regulators. As the Chairman, the regulators look to you as the steward of the organization. This session will provide you with the framework you need in dealing with the regulators in today’s environment.
Economic Update
Gary Zimmerman, Senior Economist, Federal Reserve Bank – San Francisco
This session will provide you with thoughts on how recent economic news and events have impacted the West and how they will continue to shape the foreseeable future. Our speaker will also provide you with their thoughts and insight on what the remainder of 2010 has in store and what key economic indicators you should pay attention to.
Everything a Chairman Should Know about Stockholders
Philip K. Smith, President, Gerrish McCreary Smith, PC
The Chairman of the Board has a number of different functions, but one of the key ones often overlooked is in handling shareholder matters. This session will discuss the Chairman’s role in managing shareholders meetings, handling correspondence with shareholders, being the shareholders’ advocate to the Board and ensuring an appropriate corporate structure for shareholders and related matters.
Raising Capital in Today’s Market
Max Briggs, Chairman, Desert Commercial Bank
Dory Wiley, President & CEO, Commerce Street Capital, LLC
Jeff Wishner, Managing Director, Keefe, Bruyette & Woods
Raising capital certainly isn’t like it used to be! Our panel of investment & private equity bankers as well a Chairman from a bank who successfully raised capital will provide you with the information you need to know in order to raise the capital you need.
Facilitated Peer Exchange Sessions
Led by industry experts, you’ll have the opportunity to discuss important issues in our informative peer exchange sessions.
- Regulatory Hot Buttons: Surviving Your Next Exam
- What to Expect in Today’s Audits
Registration Information
Registration Fees
WIB/CIB/CBW Member: $445
Nonmember: $545
New Bank WIB/CIB/CBW Member*: $345
*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.
Continuing Education Credit
Up to 7 hours may be available for this program.
Chairman’s Forum Dinner
Join us for this optional dinner and a wonderful opportunity for casual
conversation and getting to know fellow community bank chairmen. May 16, 2010 at
6:30 pm at a local restaurant within walking distance. $85 per person.
Cancellation Policy
Registration fees minus $75 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.
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.
Advisory Committee
William J. Casey, Chairman, TriCounties Bank, CA, Chair
Gregory DuPratt, Chairman, First Northern Bank of Dixon, CA
Richard Jett, Chairman, Stellar Business Bank, CA
David N. Price, Chairman, Fresno First Bank, CA
Nancy E. Sheppard, President & CEO, Western Independent Bankers, CA
Mel Switzer, Jr., Chairman, Sonoma Valley Bank, CA
Vinod Thukral, Chairman, Global Trust Bank, CA