Conferences & Education
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2011 Annual Conference for Bank Presidents, Leading the Industry: Best Practices in Community BankingFebruary 26-March 2, 2011 | Grand Wailea, Maui, Hawaii |
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2011 Conference Home | Schedule
| Program | Speaker
Bios | Guest Program Expo, Sponsors & Advertisers | Online Expo |
Program
Sessions marked with a 
are
included in the Conference On Demand Session Bundle. Click
here for details on how to order. Click on the links below (where
available) to view and print session handouts.
Click here to view Speaker Biographies
Sunday, February 27, 7:30-11:00 am
Pre-Conference Workshop (optional)
Can You Make Money in Residential
Lending?
Melissa Richards, CMB, Special Counsel, Buchalter Nemer, PC
This workshop is designed for banks currently making home loans and those thinking about starting a program. Even for the most experienced residential lenders, the rules have changed and compliance is challenging. A certified mortgage banker and attorney will outline what is needed to be compliant and how a bank can make money in residential lending today. Fee: $85.
Sunday, February 27, 8:30 am-Noon
One-on-One Consultations with the Experts
One-on-one conversations with industry experts.
Sunday, February 27, 2:00-3:30 pm
Opening General Session
Open Roads Open Minds: An
Exploration of Creative Problem Solving
Steve Uzzell, Nationally Acclaimed Photographer
Using his striking photographs as illustrations of his metaphors about possibility and creativity, Steve inspires audiences to make any venture an adventure. “Chance favors the prepared mind,” said Louis Pasteur. After all, our eyes will only see what our mind is prepared to comprehend – see things from a new perspective and find adventure in daily life.
Sunday, February 27, 3:45-5:15 pm
General Session
Is the Economy the Next White
Water Rapid?
Dr. Edmund Seifried, Professor of Economics & Business,
Lafayette College
Christopher J. Spoth, Senior Deputy Director, Supervisory Examinations,
FDIC-Washington
Dr. Christopher Thornberg, Founding Principal, Beacon Economics
Moderator: Steven A. Brown, President & CEO, Pacific Coast Bankers’
Bank
By the time of the conference, the impacts of the financial reform bill will be felt in the economy and the financial industry. Our panel of experts will share their insight on how this sea change will impact your bank.
Monday, February 28, 7:15-8:15 am
Banker & Director Learning Sessions
The Regulatory Landscape Has
Changed – Your Roadmap for Keeping Up
Henry Fields, Partner, Morrison & Foerster LLP
Recent regulatory reforms are set to reshape the manner in which financial services are delivered. In order to thrive in this new environment, you need to fully understand the new rules of engagement and exactly what has and has not changed. Once you have a firm grasp of the new rules, you can adapt your strategies and charter a new course to success.
Managing and Mitigating Risk: The
Rules Are Changing!
Mark Olson, Co-Chairman, Treliant Risk Advisors
The process of managing risk has forever changed – don’t be left behind! As part of regulatory reform all banks will need to take a new approach to risk management. You’ll need to decide on whether to establish a separate and autonomous risk committee or appoint a risk expert to the board. Regulators are going to be carefully watching how banks implement this portion of the reform bill, and to see the level of responsibility and authority given to the committee and what the bank does with the recommendations.
Who is to Say if Your Board is
Paid Too Much or Too Little? What are the New Benchmarks for Director
Compensation? [Directors]
Gayle Appelbaum, Principal, McLagan
Robert T. Perry-Smith, CEO, Perry-Smith LLP
Alexander F. Simas, Director, Heritage Oaks Bank
The role of bank director has changed and directors have taken on more responsibilities and liabilities. As the role and position of the directorship continues to evolve – so do compensation plans and structures. Our speakers will show you what’s in, what’s out and what’s hot in director compensation.
Monday, February 28, 10:00-10:45 am
Banker & Director Learning Sessions
Capitalizing on Your Position in
the Market
Jeanne Firstenburg, President/COO, First Independent Bank
Cathy Reines, President & CEO, First Heritage Bank
Terry Robinson, CEO, Bank of Manhattan
This session, presented by community bank presidents and CEOs, shows you how they changed, modified and enhanced their operating models to position their institutions to be on the forefront of recovery and ready for growth while continuing to support the needs of their communities.
Regulatory Updates – Views from Washington and the Field
Stan Ivie, Regional Director, FDIC San Francisco
Christopher J. Spoth, Senior Deputy Director, Supervisory Examinations, FDIC Washington
During the first half of this session, our speakers provide an overview of the regulations likely to be put into place in 2011/2012. The remainder of the session is designed to be an informal dialogue. Don’t miss this opportunity to have your questions addressed by these senior FDIC regulators.
D&O Insurance: What You
Don’t Know Can Cost You [Directors]
Pat Corey, President, Independent Bankers Insurance Services
Jonathan Cohen, Counsel, Joseph & Cohen Professional Corporation
In today’s climate, not understanding the limitations and exclusions of your D&O policy can be a costly mistake. Our speaker, a noted insurance expert, walks you through the basics of a D&O policy and highlights the pitfalls found in many, if not all policies, and will discuss what steps you can take to ensure your coverage is there, if and when it’s needed.
Monday, February 28, 1:45-2:45 pm
Banker & Director Learning Sessions
Create a Culture of Cost Savings
& Enhanced Revenue with Employees Who Feel Like Owners
Russ Colombo, President & CEO, Bank of Marin
David Taber, President & CEO, American River Bankshares
Richard Whitsell, President & CEO, Fresno First Bank
Employees who are happy and have a sense of ownership in the company create opportunities for growth and success. Our panel of bank presidents and CEOs show you how they have created an environment of engaged employee-owners and the financial benefits received from this culture.
Meeting the Challenge of an
Investment Portfolio that Mitigates Risk and Delivers a Good Return [Bankers
and Directors]
Will Taylor, SVP, Portfolio Management Group, Vining Sparks
Given the recent wild swings in the economic environment and the disasters we’ve witnessed in fixed income instruments, you need a good understanding of your portfolio’s downside and upside potential. This session helps bankers and directors who approve investment strategies, not those who deal in the daily buying and selling of bonds. It puts risks, including IRR, into laymen’s terms, and provides best practices to manage risks in any type of environment, as well as how to explain your bank’s approach to anyone (especially the regulators). You will receive an analysis of your bank’s investment portfolio.
How to Build a Winning
Compensation Plan
Gayle Appelbaum, Principal, McLagan
James C. Bean, Principal, McLagan
What are best practices to meet your top performers’ and regulators’ needs? This session provides insight into how regulators and bankers are approaching this new and testy issue. You will get answers to such questions as: What are the exclusions? Which employees are covered? How are senior executives defined? How is incentive compensation defined? How are organization-wide performance plans impacted? What types of risks should be considered and what should be evaluated? What is a material risk? What is balanced incentive compensation and how do we make our plan balanced? There will be time for audience participation to hear what other bankers are experiencing.
Monday, February 28, 3:00-4:30 pm
Mock Board Session
Gearing Up for the Next Wave of
Consolidation: Achieving Your Goals through M&A
Aaron Axton, Principal, Keefe, Bruyette & Woods
Ramsey Gregg, Principal, Keefe, Bruyette & Woods
John Grosvenor, Partner, Manatt, Phelps & Phillips, LLP
Back by popular demand, you will join with others in a board simulation session. You’ll be presented with a series of facts and your 10-member board will need to make decisions about the actions you will take. The Mock Board Session is an interactive workshop allowing you to approach some of today’s top challenges in a relaxed learning environment.
Tuesday, March 1, 7:15-8:15 am
Banker & Director Learning Sessions
M & A Panel
Joel Comer, Principal, Sandler O’Neill & Partners
Steven D. Hovde, President & CEO, Director of Investment Banking
Operations, Hovde Capital, Securities and Equity
Jean-Luc Servat, Managing Director, Head of Financial Services Group,
RBC Capital Markets
Ken Moore, Partner, Stuart Moore
Moderator: Larry P. Ward, President & CEO, Heritage Oaks Bank
A panel of industry experts discusses what is happening in the M&A market, covering a wide range of issues including access to capital; government assisted transactions, as well as the legal and accounting developments in M&A transactions.
Using the UBPR to Develop Your
Bank’s ERM Plan [Directors]
C. Wendell Daniel, CPA , Banking Practice Leader Financial Services Industry
Group, Squar Milner
How is our bank doing in the eyes of the examiners and the auditors? What do the regulators know that you should know? In this session, you’ll navigate the UBPR in detail focusing on several of the key risk elements and how they relate to your bank’s CAMELS ratings. Learn how you can use the UBPR as a guide and key indicator of your banks risk profile and steps you can take to develop an enterprise-wide risk plan to mitigate these risk factors.
Good to Great: Who’s On Your Bus?
Janet Garufis, President & CEO, Montecito Bank & Trust
Dan Myers, President & CEO, BridgeBank, N.A.
Vince Siciliano, President & CEO, New Resource Bank
In this fast-paced and ever-changing environment, it’s more important that ever for the CEO and board to know that they have the right people on their team. Our panel walks through the process they undertook to make sure they have the right people in the right positions for both management and governance. In today’s environment, can you really afford not knowing if you have the right people on your bus?
Tuesday, March 1, 11:00 am-12:15 pm
General Session
Current Trends That Shape the
Future of Community Banking
Steven A. Brown, President & CEO, Pacific Coast Bankers’
Bank
This session explores current industry trends and how they will shape the future of community banking over the next three to five years. Our speaker explores the impact of reform legislation and regulatory interpretations on current and future business models and how community banks can operate and thrive in a post-reform environment.
Tuesday, March 1, 2:00-3:00 pm
Banker & Director Learning Sessions
Hire and Retain the Best or Your
Competition Will
Rebecca Doepke, Consultant, NewGround
Employee-customer relationships have become the greatest factor for achieving success today. As the most direct channel to customers, employees are a critical element in the bank’s success. Hiring and retaining top performers will be a key component to staying competitive and profitable in 2011. This session explores how to attract, optimize and hold on to top talent. In addition, you’ll learn how to spot top performers in your organization and see how they differ from others when it comes to goals, needs and attitude, and how to challenge them to consistently exceed expectations.
Leading Through Organizational
& Economic Change
Nicole Sherman, Executive Vice President and Chief Banking Officer
of Far West Bank
Leaders in many industries today are facing challenges that haven’t occurred in nearly 25 years. As a result, managers must execute a balance between tactical and behavioral leadership. While it is critical to have a solid knowledge of the balance sheet and what impacts it, now more than ever leaders must be able to empower, inspire, and enroll employees into a common vision. At the end of the day, the company is banking on the success of its leaders. In this session we will: Identify the Top 4 most critical mistakes leaders make when times get tough; Reveal the Top 5 things employees desire from a leader in times of change and Learn to implement the eight keys to Leading in Tough Times.
The New Face of Strategic Planning
[Directors]
Gary J. Young, CEO & Senior Consultant, Young & Associates, Inc.
This session looks at aspects of strategic planning, including practical examples of what is right, what is wrong and new topics to be considered by boards of directors and management. The documentation process necessary to meet regulatory requirements for business and strategic plans will also be discussed.
Wednesday, March 2, 8:45-10:00 am
Wrap-Up General Session
From Chaos to Clarity –
Community Banks’ Next Opportunities
Cam Fine, President & CEO, Independent Community Bankers of
America
The last 18-24 months have provided many instances of chaos. From chaos comes the opportunity for great clarity. With the passage of ground-breaking and generational financial reform, community banks stand ready to take the lead in the rebirth of the industry. Our speaker, a lifelong community banker and advocate of community banking will present an overview of where we’ve been and why the future of community banking shines bright.
Peer Exchange Sessions
There will be three peer exchange sessions at the conference, one of which will be facilitated, so you may discuss issues of importance with your peers. Our Peer Exchange format is a key reason many community bankers attend this conference.
One-on-One Consultations with the Experts!
Sign up for brief meetings with selected speakers, consultants and other experts to review and discuss how they might address one or more of your questions and challenges. We have dedicated time on Sunday prior to the Opening General Session for these consultations.
Click here to view and print information on being a consultant for the One-on-One Consultations with the Experts