Conferences & Education
Troubled Asset Forum & Showcase
September 8-9, 2011
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September 19-20, 2011
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September 15-16, 2011
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September 26-27, 2011
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Learn how to avoid common troubled asset mistakes, manage regulatory issues, get best practices for appraisals and steer your troubled assets back to performing status. You will get leading industry experts’ insight and best practices to help effectively work through and resolve the bank’s troubled assets.
Why You Should Attend
Get a leg-up with insight from leading industry experts and peers – helping you most effectively work through and resolve your troubled assets within the changing regulatory and market landscape. You will learn how to avoid common mistakes, best practices for appraisals, current regulatory issues, best practices for getting your troubled assets back to performing status and much more.
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
Day 1 Program & Schedule
Click here to view Forum Speaker Biographies
Registration – Noon-1:00 pm
General Sessions – 1:00-3:00 pm
Economic Outlook
Lawrence Souza, Real Estate & Financial Economist, Adjunct Professor Real Estate Economics & Finance, Golden Gate University, San Francisco [SEA/LA/SLC/SF]Kick the conference off with noted economist Lawrence Souza as he presents his views on what is likely to happen for the remainder of 2011, into 2012 and even beyond, with a special focus on how the new economy will shape the industry today.
Regulators’ Perspective
Ken Kroemer, Senior Bank Examiner, FDIC [SEA]
Roger Ehrnman, Examiner, FDIC [LA]
Kenneth Justice, Senior Examiner, FDIC [SLC]
Ken Redline, CPA, Risk Management Examiner, FDIC [SF]
David Doyle, Senior Examiner, Risk Management and Analysis Group, Federal Reserve Bank of San Francisco [SEA/LA]
Wally Young, Director, Risk Coordination, Risk Monitoring and Analysis Group, Federal Reserve Bank of San Francisco [SLC/SF]
Carol Rhyne, Assistant Deputy Commissioner, California DFI [LA/SF]
Jonathan Ward, Senior Financial Examiner, Washington DFI [SEA]
Tom Bay, Supervisor of Banks, Utah DFI [SLC]In addition to current industry trends and hot topics, our panel of regulators presents their views on impairments and appraisals; appropriate uses of BPOs; ALLL and what they expect you to know about TDRs.
Banker Peer Exchange Sessions – 3:15-4:15 pm
Economic & Regulatory Challenges
Bankers will be grouped by asset size for peer discussions on today’s most pressing issues, including the regulatory environment regarding appraisals, market conditions and working through your troubled loans.
Speed Networking – 4:30-5:30 pm
Speed Networking with Table Sponsors
Bankers will meet with each of the service providers in small, 10-minute group sessions to learn more about products, services and perspectives that will assist you in handling troubled assets.
Networking Reception – 5:30-7:00 pm
Dinner on Own – 7:00 pm
Day 2 Program & Schedule
Click here to view Forum Speaker Biographies
Continental Breakfast – 7:30-8:00 am
General Sessions – 8:00-9:00 am
OREO – Operational & Legal Insights
David Rosenthal, MAI, MRICS, President & CEO, Curtis-Rosenthal, Inc. [LA/SF]
Jaime Stellos, ASA, MRICS, President & Chief Appraiser, SDC Appraisal Review & Consulting [SEA/SLC]
Steven Bloom, Attorney, Frandzel Robins Bloom & Csato, L.C. [SF]
J. Scott Brown, Partner, Parsons Kinghorn Harris [SLC]
Douglas Prince, Attorney, Foster Pepper, PLLC [SEA]
Pat Trendacosta, Attorney, Frandzel Robins Bloom & Csato, L.C. [LA]A focus on effectively managing OREO properties and how to avoid common mistakes. Our panel shares best practices in asset protection and disposition and how to structure your legal documentation to protect the bank’s interest.
Banker Peer Exchange Sessions – 9:15-10:15 am
How are You Handling OREO in Your Bank?
Bankers are grouped by asset size to facilitate peer discussions of today’s most pressing issues – the regulatory environment, approaches and solutions to workouts as well as managing the process around legal and other firms.
General Session – 10:30 am-Noon
A TDR’s Progression – Getting to Performing Status
Ken Kroemer, Senior Bank Examiner, FDIC [SEA]
Robert Coleman, Regional Accountant, San Francisco Region, FDIC [SEA]
Roger Ehrnman, Examiner, FDIC [LA]
Kenneth Justice, Senior Examiner, FDIC [SLC]
Ken J. Redline, CPA, Risk Management Examiner, FDIC [SF]
Lawrence A. Raber, Partner, Perry-Smith LLP [LA/SF]
Jeff Green, Financial Services Partner, Moss Adams [SEA]
Mike Thronson, Financial Services Partner, Moss Adams [SLC]Moderators:
John Barr, CCIM, Stabilized Asset Resources, LLC [SF]
Kerry Curtis, President, WIB Service Corporation [SEA]
Dave Weiant, Chief Lending Officer, Provident Savings Bank [LA]
TBA [SLC]
This isn’t your typical discussion on TDRs. This panel helps you move beyond just identifying a TDR so you can get it back on the books as a performing asset. We’ll show you what it takes to properly account for the TDR.
KEY: The notations below indicate a speaker will be present at that location only.[SEA] – Seattle [LA] – Los Angeles [SLC] – Salt Lake City [SF] – San Francisco |
Hosted "Speed Networking"
On Day 1 of the Forum you will have the opportunity to meet with service providers to learn about their products, services and resources to assist you in managing and resolving troubled assets (60-minute session). Bankers will meet with each of these service providers 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!
Registration Information
Each registration includes networking reception on Day 1 of Forum, and continental breakfast on Day 2.
Early Bird Deadlines
Seattle Early Bird – before August 11, 2011
Los Angeles Early Bird – before August 18, 2011
Salt Lake City Early Bird – before August 22, 2011
San Francisco Early Bird – before August 29, 2011
Early Bird Registration Fees
$345 WIB/RMA* Member Bank
$475 Nonmember Bank
$295 WIB/RMA* New Bank Member1
$425 WIB/RMA* Associate Member
Regular Registration Fees
$395 WIB/RMA* Member Bank
$525 Nonmember Bank
$295 WIB/RMA* New Bank Member1
$425 WIB/RMA* Associate Member
* RMA Los Angeles Chapter Members: Online registration is not available. Click here to print registration form.
1 New Bank Discount: Banks In Org. or WIB Member Banks
open less than 7 years may register at the
New Bank Member price.
Cancellation Policy
Registration fees minus $50 processing fee will be refunded if cancellation
is received by August 25, 2011 for Seattle Forum, September 1, 2011 for Los
Angeles Forum, September 5, 2011 for Salt Lake City Forum, and September 12,
2011 for San Francisco Forum. No refund if cancellation is received within
two-weeks of the start of the program. Substitutions welcome. We are not
responsible for airfare penalties incurred due to the
cancellation of this program.
CEU Credit
Up to 4.5 CEU Credits may be available upon completion of the program.
WIB Guarantee
If you are not completely satisfied with this workshop, contact us within 10
days of the workshop and we will refund your registration fee.
Locations
September 8-9 – Seattle
Hyatt at Olive 8
1635 8th Avenue
Seattle, Washington, 98101
Main Phone: (206) 695-1234
Fax: (206) 676-4400
Reservations: (888) 421-1442 or (206) 695-1234
Website: http://www.hyattatolive8.com/
Room Rate: $179 plus 15.6% hotel taxes
Reservation Deadline: August 18, 2011
Parking: $34 per night with in and out privileges
WIB has a limited number of reserved guest sleeping rooms for this Forum. Make your hotel reservation as soon as possible to ensure your guest room accommodations during the 2-day Forum. Mention Western Independent Bankers to receive the group rate.
Hilton Los Angeles Airport
5711 West Century Boulevard
Los Angeles, CA 90045
Phone: (310) 410-4000
Fax: (310) 410-6250
Reservations: (800) 445-8667 or (310) 410-6143
Website: http://www1.hilton.com/en_US/hi/hotel/LAXAHHH-Hilton-Los-Angeles-Airport-California/index.do
Room Rate: $123 + tax per night, single/double occupancy
Reservation Deadline: September 1, 2011
Parking: Discounted self-parking rate: $12/day; valet $18/day
WIB has a limited number of reserved guest sleeping rooms
for this Forum. Make your hotel reservation as soon as possible to ensure your
guest room
accommodations during the 2-day Forum. Mention Western Independent Bankers to
receive the group rate.
September 19-20 – Salt Lake City
Zions Bank Building
1 South Main Street, 18th Floor
Salt Lake City, UT 84133
WIB is not providing reserved guest sleeping rooms for the Salt Lake City Forum. If you require hotel accommodations, call the WIB office for hotel recommendations at (415) 352-2323.
September 26-27 – San Francisco
Federal Reserve Bank of San Francisco
101 Market Street (between Main & Spear Streets)
San Francisco, CA 94105
Phone: (415) 974-2000
Website: http://www.frbsf.org/index.html
Parking: Public parking garages available nearby
Federal Reserve Bank of San Francisco
Visitor Check In: Purses, briefcases, suitcases and packages brought into
the Bank are screened by the Federal Reserve Law Enforcement Officers. All visitors must report to the post located in the front lobby. Bank
guests will be asked to present a picture ID (driver’s license, Fed ID, etc.)
and will be issued a visitors badge if necessary. Please inform the officer that you are there for the Western Independent
Bankers meeting.
Dress Code: The Branch’s preferred attire is
Business Casual.
Due to the Federal Reserve Bank’s facility access security procedures, any workshop registrations received after Monday, September 19 are tentative and will not be confirmed until access to the Federal Reserve Bank has approved their access for entry into the Branch. Registrations received after Monday, September 19 may result in delayed entry or denied access to the Branch where the workshop is being held. No onsite registrations will be permitted.
WIB is not providing reserved guest sleeping rooms for the San Francisco Forum. If you require hotel accommodations for the San Francisco Forum, the Hyatt Regency San Francisco is directly across the street from the Forum location, or call the WIB office for other hotel recommendations at (415) 352-2323.
Rental Car Discounts
Discount rates are available for:
Avis rental cars. Visit www.avis.com
or call Avis at (800) 331-1600 and mention WIB’s group code J990669.
Hertz rental cars. Call Hertz at (800) 654-2240 and refer to convention code
04DT0003.
Thrifty: 1-800-THRIFTY (857-4389) – www.thrifty.com;
CD# 004C007855
Advisory Committee
Dave Weiant, Chief Lending Officer, Provident Savings Bank,
CA, Chair
John Barr, CCIM, Managing Director, Stabilized Asset Resources, LLC, CA
Greg Chilina, VP/Commercial Relationship Manager, American Perspective Bank, CA
Bruce Farnham, SVP, Special Credits, Columbia State Bank, WA
Geoff Loftus, EVP/CCO, 1st Capital Bank, CA
Patrick Meyers, VP & Credit Quality Officer, American River Bankshares, CA
Jeff Moore, EVP/CCO, Community 1st Bank, CA
Paul Nasman, President, RMA – Golden Gate Chapter, CA
David Rosenthal, MAI, MRICS, President & CEO, Curtis-Rosenthal, Inc., CA
Jeremy Taylor, President, AuditOne LLC, CA
Lawrence Raber, Partner, Perry-Smith LLP, CA