AGENDA and PRESENTATIONS Risk Management 2022 - What's Next? Anaheim, CA Sept. 28, 2022 |
AGENDA
8:00 BREAKFAST 9:00 WELCOME & INTRODUCTIONS – Radhika Lipton, Founder & CEO, RADD LLC. 9:15 Federal Reserve Bank of San Francisco - Regulatory Update Paul Dimapawi, AVP, Community Institutions Group, Federal Reserve Bank of San Francisco CLICK FOR PRESENTATION We will begin our session with a brief update of the regulatory landscape and issues that we are seeing over the past year in our community banks. We will discuss the issues on our radar and important trends to highlight in the 12th District. Issues on Our Radar:
10:15 BREAK 10:30 The Evolution of Compliance Risk Ryan McInerny, Sr. Compliance Manager - RiskScout CLICK FOR PRESENTATION Changing competitive dynamics and new market opportunities seem to be the standard for 2022. With cannabis, crypto, and significant market volatility, there’s a lot to consider about which customers to serve and how to do so. But where there is a will, there is a way to implement best practices that limit the risk of going out of bounds with current (or future) rules, regulations, and guidance. In this session, we’ll discuss:
11:30 Reduce Risk and Increase Retention with a Proactive HR Roadmap Brian Montes, Founder and CEO of Scaleocity Works CLICK FOR PRESENTATION The number of people quitting their jobs hit 4.53M as of November 2021 and we are not out of the woods yet. In our session we will discuss the current state of affairs for the world of People Operations, including -
12:15 LUNCH |
1:15 3Q ’22 State of Credit Risk / The Practical Approaches to CECL for Community Banks David H. Ruffin, Principal, IntelliCredit, a division of QwickRate CLICK FOR PRESENTATION The bifurcated presentation will focus on:
2:15 BREAK 2:30 Strategic Interest Rate Risk (IRR) Management Michael Holdren, Partner – Financial Services, Eide Bailly, LLP CLICK FOR PRESENTATION Following a significant decline in interest rates during 2020 and unprecedented inflows of deposits, community bank net interest margins are at a 30-year low (according to FDIC data). With inflation reaching near record levels, historically high deposit balances and persistent competition for loans, a strategic approach to managing IRR through a deeper understanding of your balance sheet and the data it holds will be vital to ongoing performance. In this session we will explore:
3:30 BREAK 3:45 How to Retain Data Security in a World of Remote Computing Jennifer VanderWier, CISA & RP, VP Security Solutions, Meriplex CLICK FOR PRESENTATION Covid accelerated remote access and work force need by a decade. A systemic shift in traditional computing is underway. Our concentration with protecting the data devices has now morphed into a new philosophy. If we can protect the data wherever it goes, then we can allow for more flexibility in travel while not sacrificing security. Creating layers of protection around data whether on premise, in data center or on the cloud is key. Today we will look at:
4:45 WRAPUP & FINAL Q&A 5:00 CLOSE |