2007 Annual Directors Conference

Schedule 

Conference Home | Schedule | Program Highlights (Includes handouts & presentations)

  Thursday, November 8

2:00-5:00 pm

Registration Desk Open

3:00-5:00 pm

Opening General Session

• "Welcome"
  WIB Chair Michael Perdue, Pacific Western Bank

• "AABD Overview"
  David H. Baris, Esq., AABD

• "Web Based Communities - Their Impact on Banking"
  John Waupsh, First ROI

• "Umpqua Bank - Transformed by a Cool Culture & Hot Technology"
  Ray Davis, Umpqua Bank

5:00-6:00 pm

Peer Leader Briefing (By invitation)

6:30-7:30 pm

Welcome Reception 

7:30-9:30 pm

Welcome Dinner with Speaker

• "Secrets of a Bank Hacker"
  Jim Stickley, TraceSecurity, Inc.

  Friday, November 9

7:00 am-5:00 pm

Registration Desk Open

7:30-8:00 am

Continental Breakfast

8:00-9:00 am

Concurrent Sessions 

• "A Strategic View of Technology"
  Karn Griffen, Compushare, Inc.

• "Essentials of Corporate Governance"
  John Oliver, Laurel Management Systems, Inc.

9:15-10:15 am

Concurrent Sessions

• "Board Evaluation"
  John Oliver, Laurel Management Systems, Inc.

• "Compliance - The Role of the Board"
  Andy Meinhold, Brode Consulting Services

10:30-11:30 am

Concurrent Sessions

• "Succession Planning"
  David Sandler, Sandler O’Neill+Partners, LP
  Carrol Pruett, Mid-State Bank & Trust
  Larry Cabaldon, DHR International

• "Keeping Pace with the Changing Landscape of Directors Compensation"
  Gayle Appelbaum, Clark Consulting
  John Bley, Foster Pepper

11:45 am-1:30 pm

Lunch with Speaker

• "WIB-Endorsed Products Review"
  Anne K. Scully, WIB Service Corp.

• "WIB Update"
  Nancy E. Sheppard, WIB

1:45-2:45 pm

Concurrent Sessions 

• "Executive Compensation in Today’s Environment"
  Gayle Appelbaum, Clark Consulting
  John Bley, Foster Pepper
  Michael Perdue, Pacific Western Bank

• "Managing Balance Sheet Risk in an Uncertain Economic Environment"
  Joey Vandergrift, Morgan Keegan

3:00-4:30 pm

Peer Exchange Sessions

• Director Committee Sessions:
  Audit • ALCO • Compensation • General • Loan

• Banker Only

• Chairman Only

6:00-7:30 pm

Reception

Evening

Dinner on Own

 Saturday, November 10

7:00 am-Noon

Registration Desk Open

7:00-8:30 am

Peer Exchange Sessions & Continental Breakfast

• Bankers & Directors Combined
  Board Governance (Board & CEO Evaluation; Succession Planning)
  Business Development
  De Novo
  General
  Technology

8:45-10:30 am

General Session

• "Interactive Mock Board Dialogue"
  Stephen M. Klein, Graham & Dunn, PC
  John F. Stuart, Reitner, Stuart & Moore

10:45 am-Noon

Wrap Up General Session

• "The Trials and Tribulations of M&A"
  Carrol Pruett, Mid-State Bank & Trust
  C. Matthew Allen, Milestone
  Fred Cannon, Keefe, Bruyette & Woods
  Robert Perry-Smith, Perry-Smith LLP
  John Stuart, Reitner, Stuart & Moore

1:00 pm 

Golf at Desert Willow Golf Resort (Optional - Additional Fee Applies)