“Why
the Current Interest Rate Conundrum is Wreaking Havoc on Banks: An
Asset Liability No-Man’s Land”
Rich Berg, President & CEO, Performance Trust Capital Partners,
Inc.
Presentation
Does
the current interest rate environment have you concerned? You’re not
alone! Listen to an expert address the complexities of the current
historic interest rate environment, how this environment is impacting
bank earnings and why asset liability models are not reflecting
reality.
“Real
Estate Concentrations - A Regulatory Panel Discussion”
Dennis Ankerbrand, Senior Examination Specialist,
FDIC
Craig Carlson, Senior Deputy Commissioner, California Department
of Financial Institutions
Bill Haas, Assistant Deputy Comptroller, Midsize Bank Supervision, OCC
John Kandaris, Manager, Credit Risk Coordination, Federal Reserve Bank
of San Francisco
Kandaris
Presentation
Do
the recent regulatory warnings about the growing concentration of
commercial real estate loans have you concerned? Are you looking for
best practices your bank can use to help manage the potential risks
and to pass the increased scrutiny from the regulators? Come listen to
our panel of experts discuss this timely topic.
“Protect
Yourself from Personal Liability”
Pat Corey, Owner, Independent Banker Insurance
Services
Kurt Kicklighter, Esq., Luce Forward, Hamilton & Scripps, LLP
Presentation
Being
a bank board member has a great deal of personal responsibility and
liability. If you are in the wrong place at the wrong time and are
ill-prepared, the consequences can be severe - Sarbanes-Oxley
violations, shareholder class actions, civil money penalties,
enforcement actions, receivership and indemnity (or lack thereof).
Learn about the tools to protect yourself, including filling potential
gaps in your bank’s insurance coverage.
“How
the Market Values Your Stock”
The Market Maker’s View: Dave Bonaccorso, VP,
Relationship Management, Hoefer & Arnett
The Analyst’s View: James Bradshaw, Senior Research
Analyst, D.A. Davidson & Co.
The Banker’s View: Larry
Willette, Chairman, San Diego Trust Bank
Bonaccorso
Presentation | Bradshaw
Presentation
Understanding,
managing and satisfying shareholder expectations is a challenge faced
by every public company’s CEO and board. The process is dynamic
and transitions over the life of the organization. This panel
presentation will provide perspectives from a bank chairman, a market
maker and an securities analyst relative to the community banking
industry with thoughts, ideas and suggestions which may be helpful in
developing and maintaining shareholder satisfaction and loyalty.
“Case
Study - Increasing Your Bank’s Value”
Murray Bodine & Joel Comer, Principals, Sandler
O’Neill
Whether
you are buying, selling or just striving to enhance bottom-line
profits, this interactive case study demonstrates tools and
methodologies to make good strategic decisions in the future. Our
speakers will simulate a discussion between a bank chairman and a
strategic advisor (investment banker), which will include a review of
the current operating environment and the challenges it presents, plus
an analysis of the bank’s performance including real time dynamic
modeling of various initiatives available to the bank to improve
shareholder value.
“ROI
on Technology”
Ruth
Razook, President & CEO, RLR Management
Presentation
Today,
banks are faced with one of the most important and confusing
questions: How do we calculate and justify the ROI on an IT
investment? Listen to the results of a recent survey of financial
institution executives and learn how your institution can use ROI as a
decision factor in purchasing technology.
“To
SOX or Not to SOX - What is Expected of Directors?”
Steve Klein, Attorney, Graham & Dunn
Handout
The
presentation will cover the responsibilities of an issuer’s board of
directors (and its Audit Committee) in monitoring the establishment
and assessment of the “internal controls for financial reporting”
required by Section 404 of the Sarbanes-Oxley Act of 2002. Section 404
is currently one of the most “high-profile” of the SOX requirements, and has proven to be complex, time-consuming and
expensive. We will focus on the level of involvement expected of each
director (and Audit Committee member) and the questions that every
director should be asking.
“Practical
Benefits & Use of a Bank Holding Company”
Philip Smith, Attorney, Gerrish McCreary & Smith
Presentation
| Handout
For
institutions that may not have a bank holding company, this session
will briefly discuss the organization and formation process of a bank
holding company. More importantly, though, this session will describe
why a bank holding company is important in today’s financial
institution environment, and will describe the practical ways a bank
holding company can be used in directing for success. Topics to be
discussed include utilizing the bank holding company to resolve
capital issues, provide liquidity to stockholders, facilitate
acquisitions and to generally enhance stockholder value.
“Recruiting
and Retaining Directors: Getting Whom You Want and Keeping Whom You
Wish”
Robert Daugherty, President & CEO, AmericanWest Bank
Diane Miller, President, Wilcox Miller & Nelson
Miller
Presentation
Learn
effective strategies and tactics to add directors of value to your
board. Whether recruiting on your own or working with a search firm,
we'll explore matrixing your board and targeting candidates to fill in
the matrix, benchmarking director compensation to be competitive,
interviewing candidates, director orientation to the board and the
importance of retention of director education and evaluation.
