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Conferences & Education

Finance (CFO)/Risk Management Track

In this environment you must be up-to-date on changing finance and risk management topics to get the results you seek.

Attend this track and get current insight and best practices to cope with times of widening risk, changes in liquidity management, loan grading and methods for improving performance.

Who Should Attend

• Chief Financial Officers (CFO)
• Finance Directors & Managers
• Audit Directors & Managers
• Controllers and Cashiers
• Accounting Directors & Managers
• Investment Directors & Managers
• Chief Risk Officers (CRO)
• Risk Directors & Managers

Finance (CFO)/Risk Management Track Schedule
As of August 6, 2010

Click here to view Finance (CFO)/Risk Management Track speaker biographies

Finance (CFO)/Risk Management Track Sessions

Click here to view Finance (CFO)/Risk Management Track speaker biographies

Click on the "Handout" links below to view and print PDFs of Speaker Handouts (where available).

Friday, November 12 | 8:00-9:00 am Learning Sessions

Asset Liability Management – It’s Time to Get Serious!
Chris Bledsoe, CEO and Founder, Banker’s Dashboard

Handout

Many bankers think they’re on top of ALM because they review a monthly or quarterly report with their ALCO committees. However, this passive approach could be detrimental to their bank’s performance in the year ahead – it’s time to get serious about ALM. Banks need to proactively manage their balance sheets and must gain greater control in this critical area. Bankers need to understand what they are putting on the books and look at their funding portfolio very differently than they have in the past. This session will help you understand how to identify future A/L roadblocks and what components you should be tracking and managing with laser focus.

Coping with the Widening Range of Risk
Michael D. Cohn, Director, WolfPAC Solutions Group, Wolf & Company, P.C.

Handout

When community banks come out of the “hunker-down and survive” mode, they’ll start planning for profitable futures. The risks they factor into those plans are multiplying and broadening because of both regulatory action and media coverage/public perception. Learn how to cope with these major impacts and the new risk profile of the banking industry.

Friday, November 12 | 9:15-10:15 am Learning Sessions

What Does Migration Analysis Mean?
C. Wendell Daniel, Banking Practice Leader, Squar, Milner, Peterson, Miranda & Williamson, LLP
Neal Brauner, Director, Financial Services Advisory Partners, LLC

Handout

When it comes to ALLL adequacy, there seems to be as many views on “migration analysis” as there are letters in the alphabet. This presentation explores the various concepts of migration analysis and how they are used to determine ALLL levels, with a focus on identifying current industry best practices.

The Liquidity Ballgame – Adapting Your Game Plan
Karl Nelson, President & CEO, KPN Consulting
Shawn O’Brien, President, QwickRate

Handout 1  |  Handout 2  |  Handout 3

Liquidity is a lot like water: you never appreciate how important it is until you don’t have any. This session looks at liquidity risk past and present and provides sound advice on how to prudently manage it moving forward. Our speakers address liquidity issues from a regulatory standpoint and show you exactly what the regulators want to see in your bank’s funding strategy; examine where funding is headed from a market, legislative and regulatory perspective and how these factors will impact future liquidity.

Friday, November 12 | 1:45-2:45 pm Learning Sessions

Loan Grading – Developing a Battle-tested Framework
C. Wendell Daniel, Banking Practice Leader, Squar, Milner, Peterson, Miranda & Williamson, LLP
Neal Brauner, Director, Financial Services Advisory Partners, LLC

Handout

Today’s financial times are challenging and regulatory scrutiny is tougher than ever. Regulators are requiring banks to develop written asset diversification plans that include risk limits based on a consideration of factors such as loan type, loan purpose, loan collateral, geography and market conditions. Learn what the regulators expect to see when they look at your bank as well as industry best practices around stress testing, diversification and portfolio review and grading. Leave with industry best practices you can immediately put into place that will help improve the results of your next exam.

Components of a Strong BSA/AML Program – Addressing What Regulators Expect without “Breaking the Bank”
Dan Huston, Regulatory/Compliance Partner, Moss Adams, LLP

Handout

How do you maintain a strong AML program without dedicating excessive resources? How much is too much and how do you manage cost without exposing the bank to excessive risk? This session focuses on the “four pillars” of an effective AML program and identifies proven strategies to keep costs in check without sacrificing essential controls. The session includes an update on the latest trends in examination focus and areas of emerging risk while focusing on practical strategies for mitigation.

Friday, November 12 | 3:45-5:00 pm General Session

Moderated Regulator Panel
Dan Medici, National Bank Examiner, OCC
George Mori, Operational Risk Coordinator, FRB-SF
Eugene G. Moyes, Examination Specialist, FDIC
Moderator: Ruth Razook, CEO, RLR Management Consulting, Inc.

We will focus on current hot topics related to IT examination issues and provides insight on new updates and regulations that are on the horizon.

Saturday, November 13 | 8:00-10:00 am General Session

Economic Overview: Will 2011 Define the Industry?
Dr. Donald Ratajczak, Consulting Economist, Morgan Keegan & Co.

By the time of this conference, 2010 will almost be behind us. Will 2011 be a year of prosperity or will the challenges of the past continue? Join us as our speaker looks forward and provides his thoughts on what’s in store for the West’s economy.

Saturday, November 13 | 11:15 am-12:15 pm Learning Session

Hot Accounting & Fair Value Issues Impacting Community Banks
Peter Wiese, Partner, Perry-Smith LLP

Handout

Who says there are no hot topics in accounting? We will discuss hot and emerging fair value accounting issues as well as the new definition and requirement for fair value measurements, accounting for illiquid markets and the issue of highest and best-use purpose in valuing intangible assets and liabilities. In addition, our speaker presents best practices to arrive at fair value and issues/concerns specific to the banking industry.

Saturday, November 13 | 2:00-5:30 pm Expanded Learning Session

New Models for Successful Banking
Rich Berg, CEO, Performance Trust Capital Partners, LLC
Steve Brown, President & CEO, Pacific Coast Bankers’ Bank
Wayne Keddy, CEO, Granite Payment Alliance
Ed Krei, Director of Asset/Liability Strategies, The Baker Group

Handout

In this expanded session, our speakers present a wide range of topics – all of which will help your bank think outside the banking box to be successful in today’s environment. This expanded session will allow for plenty of interaction and in-depth discussion of the issues and topics of importance to you.

Sunday, November 14 | 8:00-10:00 am General Session

Moderated Regulator Panel
Ken Binning, Vice President, Applications & Enforcement, Banking Supervision & Regulation, FRB-SF
Janet Bonnefin, Principal, Aldrich, Bonnefin & Moore, PLC
George Parkerson, Assistant Regional Director, FDIC
Moderator: Tullus Miller, Financial Service Partner, Moss Adams, LLP

Our panel discusses industry issues, concerns and challenges and what they see as current and upcoming hot issues. Have your questions addressed in this interactive session.

CEU Credits

Up to 12.75 CEUs hours may be available for this portion of the program.

Finance, Compliance, Operations & Risk Management Advisory Committee

Fred Bailard, EVP, Cash Management Solutions, Presidio Bank, San Francisco, CA, Operations Chair
Robert Nobriga, EVP & CFO, Hawaii National Bank, Honolulu, HI, Finance (CFO), Compliance & Risk Chair
Gary Burns, SVP/CFO, Clatsop Community Bank, Seaside, OR
Lee-Ann Cimino, EVP & CFO, Sutter Community Bank, Yuba City, CA
Christina Cook, CFO, Bank of Marin, Novato, CA
Eugene Jeanne, Chief Financial Officer, Tri-Valley Bank, San Ramon, CA
Steve Jones, CPA, EVP & CFO, Security First Bank, Fresno, CA
Jennifer Quinn, EVP/CFO/CAO, Mission National Bank, San Francisco, CA
Peter Wiese, Partner, Perry-Smith LLP, Sacramento, CA

 

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