Conferences & Education

Chairman's Forum

August 9, 2011
Hilton Los Angeles Airport

August 10, 2011
Hilton San Francisco Financial District

 

Forum Topics

  • Chairman’s Role in Strategic Planning
  • Dodd-Frank –  Reform Regulations Impacting Community Banks
  • M&A in Today’s Environment 
  • Your Role in Risk Management & Oversight
  • Best Practices and Lessons Learned

“As leader of the board, a chairman must stay on the cutting edge by meeting with other chairmen to exchange ideas.”
– David N. Price, Chairman, Fresno First Bank, CA

Why You Should Attend

Meet with peers and industry experts to get essential insight, solutions and best practices that help you address the strategic issues affecting your bank.

Who Should Attend

This program is open to non-CEO Chairmen, Chairmen-elect, Vice Chairmen and Lead Directors.

Schedule

Click on the links below to view and print speaker presentation handouts.

7:30-8:00 am Registration & Continental Breakfast
8:00-10:00 am General Sessions

WIB Welcome, Overview & Update

The New Strategic Planning Model
Philip K. Smith, President, Gerrish McCreary Smith 
Handout
No longer just a formal, boring process, strategic planning should be active, energetic, and actually accomplish something.  In this session, we look at regulatory expectations for strategic planning, ways to develop specific strategic planning “plans”, such as liquidity plans, capital plans, and the like. We also discuss ways to restructure your strategic planning in terms of the time horizon, focus, and debunk myths about your mission statement and SWOT analysis. This session provided the framework for a new strategic planning outlook.

Advisory Committee Welcome

Navigating the Bank through Dodd-Frank Regulations
Jim Rockett, Partner, Bingham McCutchen LLP
Handout
As the Chairman of the Board, you’re responsible for setting the direction of the bank. In order to set the best path, you will need to know recent regulations taking effect under Dodd-Frank and how they impact community banking. Our speaker will identify those parts of Dodd-Frank that will likely impact you bank and provide suggestions on how to meet the new burdens imposed.
10:00-11:00 am Facilitated Peer Exchange Session
Strategic Planning in the New Normal
11:15 am-12:15 pm General Session
Lessons Learned:  Best Practices Developed from the Recent Financial Crisis
Kerry F. Curtis, SVP, Research & Program Development, Western Independent Bankers (Los Angeles)

Richard Kahler, Chairman, Community Bank of the Bay (San Francisco)
Jim Rockett, Partner, Bingham McCutchen LLP  
Philip K. Smith, President, Gerrish McCreary Smith  
12:15-1:15 pm Lunch with Networking
1:15-2:15 pm General Session
Risk Managements Impact on Corporate Governance

Ed Jamison & Jeff Chase, Hinton, Kreditor & Gronroos, LLP 
Handout
This session is designed to show you how to make risk management every employees’ responsibility and how you can reform the risk culture within your bank and improve the effectiveness of risk management within the bank. Throughout this session, our speakers focus on proper risk oversight and show you how to improve risk reporting to the board – with a focus on what works, what’s necessary and how the board can monitor it. Lastly, our speakers expand on the traditional risk matrix model and walk you through the formation of a risk committee, how to determine the committee’s charter and reporting structure. 
2:30-3:30 pm Facilitated Peer Exchange Session
Best Practices in Risk Management
3:30-4:30 pm General Session
M&A: How to Structure a Whole Bank Transaction: From a Buyer’s and a Seller’s Point of View

J. Wesley Grace, Managing Director, Wunderlich Securities
Handout
We discuss the key factors to consider in the search for appropriate partners and illustrate current M&A activity, including a discussion on valuation and new trends in the whole bank merger agreements. We end the conference with a strategic discussion on how you can negotiate favorable valuation and deal terms, from both a buyer’s and seller’s perspective.
4:30 pm Adjourn

Optional Dinner (San Francisco Forum only)

August 9 – San Francisco
Alfred’s Steakhouse – San Francisco’s oldest steakhouse and a legendary fine-dining destination is just steps away from the Forum hotel.

This optional dinner is a wonderful opportunity for casual conversation and getting to know fellow community bank chairmen. 

Registration Information

Registration Fees
WIB Member: $445
Nonmember: $545
New Bank Member*: $345

Registration includes continental breakfast, lunch and refreshment breaks.

* New Bank is defined as banks in organization, groups in formation or WIB member banks opened 7 years or less from the date of this program.

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

Cancellation Policy
Registration fees minus $75 processing fee will be refunded if cancellation is received by July 22. No refund if cancellation is received after July 22. Substitutions welcomed.

Continuing Education Credit

Up to 5 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 & Travel

Los Angeles Hotel
Hilton Los Angeles Airport
Address: 5711 West Century Boulevard, Los Angeles, CA 90045
Phone: (310) 410-4000 | Fax: (310) 410-6250

Reservations: (800) 445-8667 or (310) 410-4000
Online Reservations: http://www.hilton.com/en/hi/groups/personalized/L/LAXAHHH-WIB-20110805/index.jhtml?WT.mc_id=POG

Cancellation: 24 hours the day before arrival.

Parking: Discounted parking is available at $12 for self-parking and $18 for valet per night.

Los Angeles Travel & Transportation
Located just a quarter mile from the Los Angeles International Airport the Hilton Los Angeles Airport is the ideal hotel location to fly or drive-in and attend the Chairman’s Forum.

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

Air Travel: Convenient to Los Angeles International Airport (LAX).

San Francisco Hotel
Hilton San Francisco Financial District
Address: 750 Kearny Street, San Francisco, CA 94108
Phone: 415-483-1498 | Fax: 415-765-7891

Reservations: (800) 424-8292 or (415) 433-6600
Online Reservations: http://www.hilton.com/en/hi/groups/personalized/S/SFOFDHF-WIBCHR-20110809/index.jhtml?WT.mc_id=POG

Cancellation: By 6:00 pm the day before arrival.

Parking: Discounted parking is available for overnight guests at $30 per night.

San Francisco Travel & Transportation
Rental Car Discount: Special discounts are available through AVIS by calling (800) 331-1600 and referring to group code J990669.
Thrifty: 1-800-THRIFTY (857-4389) – www.thrifty.com; CD# 004C007855

Air Travel: Convenient to both San Francisco (SFO) and Oakland (OAK) International Airports. Both airports are served by BART (public transportation.) Exit at Montgomery Street.

2011 Advisory Committee

Vinod Thukral, Chairman, Global Trust Bank, CA, Chair
Don Campbell, Vice Chairman, Heritage Oaks Bank, CA
William Casey, Chairman, Tri Counties Bank, CA
Greg DuPratt, Chairman, First Northern Bank, CA
H. Randolph Holder, Director, Mother Lode Bank, CA
Dick Kahler, Chairman, Community Bank of the Bay, CA
John McQuaig, Chairman, North Cascades National Bank, WA
David Price, Chairman, Fresno First Bank, CA