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

  • Michael Blanchard
    Michael Blanchard
    CEO Blanchard Consulting Group
    Speaker
  • Aaron Boigon
    Aaron Boigon
    Chief Information Officer Plumas Bank
    Speaker
  • Jeff DeVine
    Jeff DeVine
    President & CEO American Riviera Bank
    Speaker
  • Jim Ely
    Jim Ely
    Vice Chairman Cali Bank, N.A.
    Speaker
  • Gary Findley
    Gary Findley
    President Gary Findley & Associates
    Speaker
  • Wade Francis
    Wade Francis
    President and CEO Unicon Financial Services, Inc
    Speaker
  • James Kim
    James Kim
    President & CEO Central Valley Community Bank
    Speaker
  • Alex Martirosyan
    Lead Penetration Tester Wolf & Company, P.C.
    Speaker
  • Brandon Milhorn
    Brandon Milhorn
    President & CEO Conference of State Bank Supervisors
    Speaker
  • Kathy Moe Lonowski
    Kathy Moe Lonowski
    Regulatory/Banking Executive PCBB
    Speaker
  • Matt Rattner
    Matt Rattner
    Chairman of the Board Endeavor Bank
    Speaker
  • Steve Shaw
    Steve Shaw
    Managing Director SRM
    Speaker
  • Dale Sheller
    Dale Sheller
    Managing Director /Director of Financial Strategies Group The Baker Group
    Speaker
  • Krista Snelling
    Krista Snelling
    President/CEO West Coast Community Bank
    Speaker
  • Dan West
    Dan West
    Chairman Plumas Bank
    Speaker

2026 Directors Roundtable PSP Sponsors

  • EBS
    EBS
    600 Montgomery Street, Suite 1600
    San Francisco, CA 94111
    United States
    Sponsor
  • FGIB
    FGIB
    301 E. Colorado Blvd., Ste. 205
    Pasadena, CA 91101
    United States
    Sponsor
  • ICBA Securities
    ICBA Securities
    8700 Trail Lake Drive West suite 140
    Memphis, TN 38125-8205
    United States
    Sponsor
  • Impact Retirement Advisors
    Impact Retirement Advisors
    7760 France Avenue South 950
    Bloomington, MN 55435
    United States
    Sponsor
  • IntraFi
    IntraFi
    1300 17th Street North Suite 1800
    Arlington, VA 22209
    United States
    Sponsor
  • SRM
    SRM
    Sponsor
  • Wolf & Company, P.C.
    Wolf & Company, P.C.
    255 State Street
    Boston, MA 02109
    United States
    Sponsor

2026 Directors Roundtable Gold Sponsors

  • Candescent
    Candescent
    Sponsor
  • Eide Bailly
    Eide Bailly
    25231 Paseo De Alicia, Ste. 100
    Laguna Hills, CA 92653
    United States
    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
    Sponsor
  • Navanta
    Navanta
    2230 Dakota Drive
    Grafton, WI 53024-9574
    United States
    Sponsor
  • PCBB
    PCBB
    1676 North California Boulevard Suite 300
    Walnut Creek, CA 94596-4185
    United States
    Sponsor

2026 Directors Roundtable Silver Sponsors

  • Blanchard Consulting Group
    Blanchard Consulting Group
    4017 Hickory Fairway Drive Street Address 2
    Woodstock, GA 30188
    United States
    Sponsor
  • Kasasa
    Kasasa
    Sponsor
  • Keenan & Partners
    Keenan & Partners
    1935 SE Washington Street Suite 3
    Milwaukie, OR 97222
    United States
    Sponsor
  • RADD LLC
    RADD LLC
    22431 Antonio Parkway B 160-180
    Rancho Santa Margarita, CA 92688-2804
    United States
    Sponsor
  • Unicon Financial Services, Inc
    Unicon Financial Services, Inc
    6861 Walker Street
    La Palma, CA 90623
    United States
    Sponsor