November 3

12:00 PM - 5:00 PM    Registration Open - Loggia

1:00 PM - 4:30 PM      Golf Tournament 

1:00 PM - 3:00 PM      Wine & Art Workshop - Granada Room

5:30 PM - 7:30 PM      Welcome Reception - Promenade

November 4

8:00 AM - 9:00 AM      Breakfast - Cantina

9:00 AM - 9:15 AM      Welcome! - Bernardo Ballroom

9:15 AM - 10:30 AM    Technology Panel: The Biggest Tech Challenges Banks Face Today
Moderated by Kim Snyder, Founder & CEO, KlariVis  Click for presentation

- Thanh Pham, CEO, Cali Bank

- Aaron Boigon, CIO, Plumas Bank Click for presentation

- Dave Conne, Director, NanoBanc and SVP, BankOnIT

10:30 AM - 10:45 AM Break

10:45 AM - 12:00 PM Fintech Panel: Balancing Tradition with Innovation
Moderated by Carey Ransom, Managing Director, BankTech Ventures Click for presentation

- Vennesa Valcorazão, President, Kasasa Click for presentation

- Linda Gilbert, Chief Customer Officer, Huloop Click for presentation

- Regan Camp, VP of Advisory Services, Abrigo Click for presentation

- Emmet Shipman, Fintech Strategy and Growth Senior Manager, Wolf & Co. Click for presentation

12:00 PM - 1:00 PM    Lunch - Bernardo Patio

1:00 PM - 2:15 PM      Executive Compensation Panel: Recruiting and Retaining Talent
Moderated by Gary Findley

- Michelle Davis, Sr Executive Search Consultant, Parc Executive Recruiting Click for presentation

- Phillip Pickett, Managing Partner, EBS Click for presentation

- Michael Blanchard, CEO, Blanchard Consulting Group Click for presentation

- Deb Johnson, CEO, Johnson Consulting Click for presentation

- Jeff Finck, former Executive Chairman, Cornerstone Community Bank 

2:15 PM - 2:30 PM      Break

2:30 PM - 4:00 PM      President & CEO Panel
Moderated by Jeff DeVine, American Riviera Bank

- Edythe Repoff, President, New Omni Bank Click for presentation

- James Beckwith, President & CEO, Five Star Bank Click for presentation

- Andy Ryback, President & CEO, Plumas Bank Click for presentation

5:30 PM - 7:00 PM      Reception - North Lawn

7:00 PM - 9:00 PM      Dinner - Bernardo Patio

November 5

8:00 AM - 9:00 AM      Breakfast - Cantina

9:00 AM - 9:15 AM      Welcome Back! - Bernardo Ballroom

9:15 AM - 10:15 AM    Banking Beyond the Forecast
Moderated by Dudley Carter, Stifel

-Kristine LaVigna, ICBA CRA Solutions

-Brandy Smallbrock, ICBA Member Relations

-Lucas White, Immediate Past Board President ICBA

10:15 AM - 10:30 AM Break

10:30 AM - 11:30 AM Regulatory Panel: The New Regulatory Environment
Moderated by Gary Findley and Kathy Moe-Lonowski

- Karen Boehler, Deputy Comptroller, OCC Click for presentation

- Greg Young, Senior Deputy Commissioner, DPFI Click for presentation

- Mongkha Pavlick, Executive Vice President (EVP) and Head of Supervision, FRBSF Click for presentation

- Paul Worthing, Regional Director, FDIC Click for presentation

VIEW ATTENDEES

  • James Beckwith
    James Beckwith
    President & CEO Five Star Bank
    Speaker
  • Michael Blanchard
    Michael Blanchard
    CEO Blanchard Consulting Group
    Speaker
  • Karen Boehler
    Deputy Comptroller, Midwest Regions Office of the Comptroller of the Currency
    Speaker
  • Aaron Boigon
    Aaron Boigon
    VP Information Technology Manager Plumas Bank
    Speaker
  • Regan Camp
    Regan Camp
    Vice President of Advisory Services Abrigo
    Speaker
  • Dudley Carter
    Markets Strategist Stifel
    Speaker
  • Dave Conne
    Dave Conne
    Sr. Vice President BankOnITUSA
    Speaker
  • Michelle Davis
    Michelle Davis
    Sr Executive Search Consultant PARC Street Group
    Speaker
  • Jeff DeVine
    Jeff DeVine
    President & CEO American Riviera Bank
    Speaker
  • Jeff Finck
    Jeff Finck
    Executive Chairman
    Speaker
  • Gary Findley
    Gary Findley
    President Gary Findley & Associates
    Speaker
  • Linda Gilbert
    Linda Gilbert
    Chief Customer Officer HuLoop Automation Inc
    Speaker
  • Deb Johnson
    Deb Johnson
    Bank Consultant Johnson Consulting
    Speaker
  • Kristine LaVigna
    Kristine LaVigna
    Interim President & CEO ICBA CRA Solutions
    Speaker
  • Kathy Moe Lonowski
    Kathy Moe Lonowski
    Regulatory/Banking Executive PCBB
    Speaker
  • Mongkha Pavlick
    Mongkha Pavlick
    Group Vice President, Supervision + Credit Federal Reserve Bank of San Francisco
    Speaker
  • Thanh Pham
    Thanh Pham
    President and CEO Cali Bank, N.A.
    Speaker
  • Phillip Pickett
    Phillip Pickett
    Managing Partner EBS
    Speaker
  • Carey Ransom
    Carey Ransom
    Managing Director BankTech Ventures
    Speaker
  • Edythe Repoff
    Edythe Repoff
    President New Omni Bank, NA
    Speaker
  • Andy Ryback
    Andy Ryback
    President & CEO Plumas Bank
    Speaker
  • Emmett Shipman
    Emmett Shipman
    Fintech Strategy & Growth Senior Manager Wolf & Company, P.C.
    Speaker
  • Kim Snyder
    Kim Snyder
    CEO & Founder KlariVis
    Speaker
  • Vennesa Valcorazao
    Vennesa Valcorazao
    President Kasasa
    Speaker
  • Lucas White
    Lucas White
    President The Fountain Trust Company
    Speaker
  • Paul Worthing
    Paul Worthing
    Regional Director FDIC
    Speaker
  • Greg Young
    Greg Young
    Senior Deputy Commissioner CA DFPI
    Speaker

2025 Annual Conference PLATINUM Sponsors

  • EBS
    EBS
    600 Montgomery Street, Suite 1600
    San Francisco, CA 94111
    United States
    (205)803-7341
    Sponsor
  • i2c
    i2c
    100 Redwood Shores Parkway Suite 100
    Redwood City, CA 94065
    United States
    (714)936-8813
    Sponsor
  • KlariVis
    KlariVis
    110 Franklin Road Southeast suite 200
    Roanoke, VA 24011
    United States
    (540)206-3734
    Sponsor
  • SRM
    SRM
    Sponsor

2025 Annual Conference GOLD Sponsors

  • Abrigo
    Abrigo
    12331-B Riata Trace Parkway
    Austin, TX 78727
    United States
    (608)780-5057
    Sponsor
  • Candescent
    Candescent
    (925)640-8172
    Sponsor
  • DCG
    DCG
    260 Merrimac St.
    Newburyport, MA 01950
    United States
    (978)463-0400
    Sponsor
  • Eide Bailly
    Eide Bailly
    25231 Paseo De Alicia, Ste. 100
    Laguna Hills, CA 92653
    United States
    (949)768-0833
    Sponsor
  • Federal Home Loan Bank of San Francisco
    Federal Home Loan Bank of San Francisco
    333 Bush Street, Ste. 2700
    San Francisco, CA 94104
    United States
    (415)616-2718
    Sponsor
  • FGIB
    FGIB
    301 E. Colorado Blvd., Ste. 205
    Pasadena, CA 91101
    United States
    (626)793-3330
    Sponsor
  • FIS FIDELITY INFORMATION SERVICES
    FIS FIDELITY INFORMATION SERVICES
    347 Riverside Ave
    Jacksonville, FL 32204
    United States
    (904)438-6000
    Sponsor
  • HuLoop Automation Inc
    HuLoop Automation Inc
    13620 Lincoln Way Suite 240
    Auburn, CA 95603
    United States
    (530)906-1758
    Sponsor
  • Impact Retirement Advisors
    Impact Retirement Advisors
    7760 France Avenue South 950
    Bloomington, MN 55435
    United States
    (952)378-6983
    Sponsor
  • Infusion Marketing Group
    Infusion Marketing Group
    Sponsor
  • IntraFi
    IntraFi
    1300 17th Street North Suite 1800
    Arlington, VA 22209
    United States
    (703)292-3465
    Sponsor
  • Kasasa
    Kasasa
    Sponsor
  • Montecito Executive Search
    Montecito Executive Search
    2521 Shadowbrooke
    Brentwood, CA 94513
    United States
    (626)825-9232
    Sponsor
  • PARC Street Group
    PARC Street Group
    1574 Exeter Court
    Plumas Lake, CA 95961
    United States
    (626)388-6730
    Sponsor
  • PCBB
    PCBB
    1676 North California Boulevard Suite 300
    Walnut Creek, CA 94596-4185
    United States
    (415)399-1900
    Sponsor
  • Seven Seven Softwares INC.
    Seven Seven Softwares INC.
    262 East Main Street
    Rockaway, NJ 07866
    United States
    (951)455-7291
    Sponsor
  • Stifel
    Stifel
    641 Oakleaf Lane, Ste. 2
    Memphis, TN 38117
    United States
    Sponsor
  • Travelers Insurance Company
    Travelers Insurance Company
    100 California Street, Suite 300
    San Francisco, CA 94111
    United States
    (415)732-1415
    Sponsor
  • Wolf & Company, P.C.
    Wolf & Company, P.C.
    255 State Street
    Boston, MA 02109
    United States
    Sponsor

2025 Annual Conference SILVER Sponsors

  • BancAlliance
    BancAlliance
    4440 Willard Avenue Ste 1100
    Chevy Chase, MD 20815
    United States
    Sponsor
  • BankOnITUSA
    BankOnITUSA
    8601 Commerce Park Drive
    Oklahoma City, OK 73132
    United States
    (800)498-8877x2
    Sponsor
  • Crosswise
    Crosswise
    4030 Happy Valley Road
    Lafayette, CA 94549-2409
    United States
    (615)545-3685
    Sponsor
  • Keenan & Partners
    Keenan & Partners
    1935 SE Washington Street Suite 3
    Milwaukie, OR 97222
    USA
    (503)795-6393
    Sponsor
  • Moss Adams now Baker Tilly
    Moss Adams now Baker Tilly
    2882 Prospect Park, Suite 300
    Rancho Cordova, CA 95670
    United States
    (916)503-8115
    Sponsor
  • Premier Audit Solutions
    Premier Audit Solutions
    3205 Oxford Rd.
    Cameron Park, CA 95682
    United States
    (707)631-6185
    Sponsor
  • Select Bankcard
    Select Bankcard
    3451 Triumph Blvd. Suite 300
    Lehi, UT 84043
    United States
    (801)791-1938
    Sponsor
  • United Bankers' Bank
    United Bankers' Bank
    1650 W. 82nd
    Bloomington, MN 55431
    United States
    (952)886-9589
    Sponsor
  • Wipfli LLP
    Wipfli LLP
    10000 Innovation Dr. Suite 250
    Milwaukee, WI 53226
    United States
    (715)832-0475
    Sponsor
  • ZorroFi
    ZorroFi
    (510)542-7204
    Sponsor

2025 Annual Conference EVENT Sponsors

  • ICBA
    ICBA
    518 Lincoln Road
    Sauk Centre, MN 56378-1653
    United States
    (320)352-7320
    Sponsor
  • ICBA CRA Solutions
    ICBA CRA Solutions
    8700 Trail Lake Drive West ste 140
    Memphis, TN 38125-8205
    United States
    Sponsor
  • ICBA Payments
    ICBA Payments
    1615 L Street, NW
    Washington, DC 20036
    United States
    (800)242-4770
    Sponsor
  • ICBA Securities
    ICBA Securities
    775 Ridge Lake Boulevard Suite 190
    Memphis, TN 38120-9459
    United States
    (800)422-6442
    Sponsor