
Agenda
June 9
3:00 PM - 4:30 PM Board Meeting- Nordhoff Room
5:00 PM - 7:00 PM Welcome Reception - Anacapa Terrace
June 10
7:30 AM - 8:30 AM Breakfast & Registration - Hacienda Plaza & Foyer
8:30 AM - 8:45 AM Welcome & Introduction
8:45 AM - 9:30 AM Risk Management 101 for the Board of Directors
This session will highlight the board’s role in overseeing balance sheet risk, including interest rate, liquidity, and credit risk. Attendees will learn best practices for effective risk management, fostering a strong risk culture, and ensuring reliable information is in place to support sound decision-making.
Dale Sheller, Managing Director, The Baker Group
Jeff DeVine, CEO, American Riviera Bank
9:30 AM - 10:15 AM Cyber Risk Exposed: The Power of Threat Emulation
This session will explore how offensive security strategies—such as assumed breach testing, red teaming, and threat emulation—help organizations strengthen their security posture and align cyber risk with business risk. Attendees will also learn how data-driven tools and executive-ready dashboards enhance risk visibility, inform decision-making, and support proactive cybersecurity management.
Alex Martirosyan, Lead Penetration Tester, Wolf & Co., LLC
10:15 AM - 10:30 AM Break
10:30 AM - 11:15 AM 5 Key Forces Re-shaping Banking
This session will explore five key forces transforming the industry: rapid consolidation, evolving consumer expectations, increased competition focused on experience over products, accelerating advances in AI and data, and the growing importance of payments as the foundation of the customer experience.
Steve Shaw, Managing Director, SRM
Aaron Boigon, Executive Vice President, Chief Information Officer, Plumas Bank
11:15 AM - 12:15 PM Regulatory Views on an Evolving Banking Landscape
Innovation, regulatory reform, and shifting customer expectations are reshaping banking. This discussion will examine the implications for boards and executive management, opportunities to modernize and reduce the cost of regulation, and the role of regulators in supporting a safe, more dynamic financial services marketplace.
Moderated by Kathy Moe Lonowski, PCBB Board Member, Former Regulatory Executive
Brandon Milhorn, President and CEO, CSBS
12:15 PM - 1:15 PM Lunch - Hacienda Plaza & Foyer
1:15 PM - 2:00 PM Director Compensation Trends and Compensation Committee Best Practices
This session will cover current market data and best practices for structuring director compensation, including retainers, meeting fees, equity, and benefits. Attendees will also learn how to establish an effective compensation committee with clear roles, responsibilities, and strong governance.
Mike Blanchard, CEO, Blanchard Consulting Group
2:00 PM - 3:00 PM Merger After the Merger
Leaders discuss post-merger success, sharing strategies for aligning teams, strengthening culture, leveraging technology and data, and leading through change while sustaining momentum.
Moderated by Wade Francis, President, Unicon
Krista Snelling, President & CEO, West Coast Community Bank
Gary Findley, President, Gary Findley & Associates
James Kim, President & CEO, Community West Bank
3:00 PM - 3:15 PM Break
3:15 PM - 4:15 PM Chairman’s Panel: Board Leadership in 2026
Chairmen from leading banks will share their insights on board leadership, culture, and the director’s role in driving strategic success and long-term growth.
Moderated by Gary Findley, President, Gary Findley & Associates
Matt Rattner, Board Chair, Endeavor Bank
Jim Ely, Board Chair, Cali Bank
Dan West, Board Director, Plumas Bank
2026 Directors Roundtable Speakers
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Dale Sheller
Managing Director /Director of Financial Strategies Group The Baker GroupSpeaker -
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2026 Directors Roundtable PSP Sponsors
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ICBA Securities
8700 Trail Lake Drive West suite 140
Memphis, TN 38125-8205
United StatesSponsor -
Impact Retirement Advisors
7760 France Avenue South 950
Bloomington, MN 55435
United StatesSponsor -
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2026 Directors Roundtable Gold Sponsors
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Federal Home Loan Bank of San Francisco
333 Bush Street, Ste. 2700
San Francisco, CA 94104
United StatesSponsor -
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PCBB
1676 North California Boulevard Suite 300
Walnut Creek, CA 94596-4185
United StatesSponsor
2026 Directors Roundtable Silver Sponsors
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Blanchard Consulting Group
4017 Hickory Fairway Drive Street Address 2
Woodstock, GA 30188
United StatesSponsor -
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Keenan & Partners
1935 SE Washington Street Suite 3
Milwaukie, OR 97222
United StatesSponsor -
RADD LLC
22431 Antonio Parkway B 160-180
Rancho Santa Margarita, CA 92688-2804
United StatesSponsor -
Unicon Financial Services, Inc
6861 Walker Street
La Palma, CA 90623
United StatesSponsor