Conferences & Education

The 2002 WIB Annual Conference for Bank Presidents, Senior Officers & Directors was a terrific success. Whether you attended and missed a handout, or if you were unable to join us in Maui, you can view and print any of the following session handouts that were provided to WIB electronically (just click on the session title). For a complete list of all sessions presented at the conference, click here.

These are presented in Adobe Acrobat format, so you will need to have Adobe Acrobat Reader in order to view them.

If you do not have Adobe Acrobat Reader installed on your computer, follow the link below for a free copy:

Concurrent Sessions            Directors Workshops            Hot Forum Sessions

GENERAL SESSIONS

"Earning Shareholder, Customer & Employee Loyalty"
CASS BETTINGER, Chairman, Cass Bettinger & Associates

An abundance of quality research supports the powerful connection between shareholder value and customer and employee loyalty. This session will discuss the specific strategies that are needed to earn employee loyalty, customer loyalty, and ultimately, shareholder loyalty.

"Increasing Your High-Value Customers’ Share Wallet"
GARY RADDON, Chairman, Raddon Financial Group

Cross sales to existing customers is more profitable and can lower your acquisition costs if a bank can identify its "best potential" customers. The risk banks face is focusing on unprofitable households who have little potential for growth. This session will focus on practical consumer banking approaches that will assist bankers to identify opportunities for future growth among existing customer bases.

"High Performance Banking Outlook: What is our Future?"
SCOTT MacDONALD, President & CEO, Southwestern Graduate School of Banking (SMU)

Our traditional model for banking has been successful for over 50 years. Record profitability during the 1990’s indicates that "banks" have done something right. A high performance bank can weather less favorable economic times and excel during the booms. What constitutes a successful high performance bank today, and what will constitute a successful bank tomorrow, may surprise you. The traditional banking model may not be "broke" but the rules have changed. We see customers transferring their expectations from other industries onto banks. This session focuses on the current economic and banking environment as well our expectations of what will constitute the high performance bank of the future. 

CONCURRENT SESSIONS

"Technology Risk Assessment - the Regulator’s Viewpoint"
MICHAEL JOHNSON, Principal, Operational Risk & IT Supervision, Federal Reserve Bank of San Francisco

You will hear the regulator’s perspective on issues such as the implications technology is having on banking and developments in technology risk governance requirements in areas such as security and vendor management. He will also identify some of the top technology concerns from an examiners perspective. Most importantly, it will provide you with an opportunity to discuss technology risk issues directly with your bank regulator.

"Executive Compensation Trends in Banking"
MICHAEL E. CORRIGAN, Chairman, Benmark West
JON F. DULLNIG, Director of Compensation Consulting Services, Benmark West

Community banks are feeling increasing pressure to design more complex and generally more expensive compensation programs in order to attract and retain key executives. These plans are often performance-driven and they often create new management challenges for companies where some executives receive such benefits while others may not. This presentation will identify important trends that are emerging from the confluence of these competing traditions and will offer suggestions to help you to remain competitive.

"Have Rewarding and Exciting Relationships; Teach Your Course!"
ROBERT WATTS, JR., Author & Consultant
With your Guest or Spouse!

In a one hour seminar Robert Watts will impart to you the knowledge and techniques that will make your relationships at home and at work more and exciting. You will laugh, cry with joy, and feel goose bumps all over your body as your mind and heart are opened to the secret for developing and nurturing the most important thing in your life!

"Technology Risk Assessment - the Consultant’s Viewpoint"
BLAIR BAUTISTA, Senior Manager, Deloitte & Touche

In this session you will hear from a top technology consultant. He will give you his perspective on technology issues, such as the implications technology is having on banking and developments in technology risk governance requirements in areas such as security and vendor management. The session will also identify some of the top technology concerns from a consultant's perspective.

"10 Essentials for the Future of Banking"
JEFFREY C. GERRISH, Attorney/Consultant, Gerrish & McCreary, Attorneys & Consultants

This fast paced session will address the community bank environment of the future and provide ten key essential areas that all banks must address to thrive. The session will provide substantive ideas for not just survival in the future but improvement in the long-term value.

"Buy, Build or Rent - Insurance Market-Entry Methods"
MICHAEL D. WHITE, Chairman & CEO, MWA Associates, LLC

Examine the benefits, issues and challenges of three common methods for entering the insurance market: "buy, build or rent." Learn why your community bank should assess its unique economic potential for selling different lines of insurance, before deciding to acquire an agency, start de novo, or partner with a vendor.

DIRECTORS WORKSHOPS

"Is Your Bank a High Performance Winner: Understanding the Numbers"
SCOTT MacDONALD, President & CEO, Southwestern Graduate School of Banking (SMU)

HOT FORUM SESSIONS

"Structuring SecondaryOfferings"
JOHN ROSSELL, Benmark West, Former CEO Heritage Bank of Commerce, San Jose, CA

Successful secondary offerings have become an essential step for many growing banks that want to remain independent. We will begin with an informal survey of recent secondary offering activity among community banks in the western states and then select from among these a few that are uniquely instructive. Some of the variables we will explore will include the following:

• Timing the offering

• Pricing the shares

• Sizing the offering and determining “green shoe”

• Listing the shares

• Registering the offering

• Working with investment bankers

• Best-efforts versus underwritten offerings

• Communication with regulators

• Communication with existing shareholders

• The media and other promotional opportunities

• The role of management and the board in selling the shares

“Hot 10 Security Issues Every Bank CEO Should Ask The CTO”
Keith J. Franz, Vice President, Red Siren Technologies

Do you know what security and related IT issues should be on your radar screen to ensure that your bank is not only compliant with the Gramm-Leach-Bliley Act’s security requirements, but also ahead of the cyber-curve on issues involving emerging technologies like aggregation and wireless? If you don’t, now is your opportunity to learn what you need to know from a leading industry IT security specialist.

"New Products: Creating a Profitable Cash Management Program"
ARNOLD GRISHAM, Managing Director, Korn/Ferry International
DAN PETERSON, SVP/Cash Management, CivicBank of Commerce, Oakland, CA
DAVID S. HERNANDEZ, SVP, Wells Fargo Bank, San Francisco, CA