Conferences & Education

  Annual CFO, Investments and Operational Risk Conference

"Balancing the Risks"

June 3-6, 2007
Hyatt Regency Huntington Beach Resort & Spa
 Huntington Beach, CA

Click here for information for the 2008 Conference

Click here to view Speaker Handouts from the 2007 Conference

2007 Information:
Program | Schedule | Workshop | Activities & Events
Exhibits, Sponsorship, Ads & Showcases
|Hotel & Travel
Registration Info


 Balancing the Risks 

Bottom-line performance for the independent bank is critical to its survival and growth. A large part of potential success is directly tied to having solid financial tools and techniques in place. Learn how to manage all critical aspects of positive growth by learning best practices in financial performance, investment analysis, reporting requirements, risk management and capital requirements. From timely topics to relevant speakers, vendor evaluations to peer interaction, this conference will give you the guidance you need. 

  • Managing your CRE concentration risk

  • Addressing a new era in balance sheet management

  • Marginal pricing to increase deposits and maintain spread

  • Tackling regulatory hot buttons

  • Protecting the bank with good HR hiring practices  

  • Controlling enterprise risk

Plus: a separate half-day workshop
Managing Capital in the New Regulatory Framework

  Who Should Attend 

  • Chief Financial Officers

  • Chief Risk Officers

  • Chief Administrative Officers

  • Chief Operating Officers

  • Finance, Risk, Investment Audit & Accounting Managers or Directors

  • Controllers and Cashiers

 


“The educational value of this conference cannot be overstated!”

Mike Lee, CFO
Five Star Bank, CA

Thanks to our sponsors:


Diamond

Keefe, Bruyette & Woods, Inc.

 

WIB Service Corporation

Platinum

Bank of the West - Financial Institutions Dept.

Clark Consulting

Federal Home Loan Bank of San Francisco

Federal Home Loan Bank of Seattle

Financial Guaranty Insurance Brokers, Inc.

FTN Financial

Shay Financial

Strunk & Associates

Sunwest Document Technologies, Inc.

UMS Banking Payment Processing Services


Gold

Union Bank of California Financial Institutions Department

US Bank - West Coast Correspondent Banking


Silver

Independent Bankers Insurance Services

Kesler Associates

Wells Fargo Bank Correspondent Banking Group


Bronze

BankVision, Inc.

Morgan Keegan

Progressive Insurance

RLR Management Consulting, Inc.

Zurich Financial Enterprises