AGENDA
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Monday, June 6 - Bay View Room 5:00 – 7:00 PM: Hosted Welcome Reception (Just Added!) – For those of you staying at the hotel or nearby please join us for some Beer, Wine, and Signature Cocktails, plus hors d'oeuvres compliments of Balboa Bay Resort Tuesday, June 7 – Mariner Room 8:00 – 9:00: Breakfast 9:00 – 9:15: Introduction, Welcome and Thank You 9:15 – 10:30: Session A – Chairman’s Panel on Effective Board Leadership for Exceptional Banks in 2022 and Beyond CLICK HERE FOR SESSION A PRESENTATIONS The role of a community bank director is changing and effective and engaged board leadership is mandatory for success. Three executive Chairman from exceptional banks will share their insights on Board leadership and the important role that directors play in achieving success. Panelists – Ed Nigro Executive Chairman Bank of George, Las Vegas, Nevada; Kent Steinwert Chairman and CEO of Farmers & Merchants Bank of Central California, Lodi, California; Kenneth Cosgrove, Chairman of Pacific Coast Bankers’ Bank and Former Chairman and CEO of Premier Commercial Bank, NA - moderated by Gary Findley of Gary Steven Findley & Associates 10:30 – 10:45: Break 10:45 – 12:00: Session B – M&A in 2022: Acquirers & Sellers Priorities CLICK HERE FOR SESSION B PRESENTATIONS The pace of bank M&A approached pre-pandemic levels in 2021, and many expect it to accelerate in 2022. Directors need to know the factors that will fuel this activity, the top attributes acquirers seek in a target and why it’s a buyer’s market. And what are sellers focused on, a good deal or a high price?
12:00 – 1:15: LUNCH - BAY FRONT LAWN |
1:15 – 2:30: Session C – Board and Management Interaction of Exceptional Banks CLICK HERE FOR SESSION C PRESENTATIONS An interplay between CEO and Board Chairman and how to coordinate success going forward and oversight versus micromanaging. Panelists – CalPrivate Bank, La Jolla, California with President and CEO Rick Sowers; Endeavor Bank, San Diego, California with CEO Dan Yates & Chairman Matt Rattner; and Lexicon Bank, Las Vegas, Nevada with Director Gene Galloway. 2:30 – 2:45: Break 2:45 – 4:00: Session D – New Approaches to Loan Growth, Workflow Automation and Risk Management and How It is Impacting Banks and Boards CLICK HERE FOR SESSION D PRESENTATIONS As banks seek to increase organizational growth through broader use of enabling technologies, boards must make sure that risk management principles are embedded into the automation of customer-facing processes and the development of new capabilities, such as artificial intelligence. What are the issues and challenges facing community banks and the board in a continued evolving technology environment? Panelists – Ryan Canin, CEO, DocFox; David Ruffin, Principal, IntelliCredit, A division of QwickRate and Nolan Gesher, VP of Sales Enablement, Abrigo, moderated by Ruth Razook, RLR Management Consulting and Gary Findley. ADJOURN EVENT VIEW ATTENDEE LIST VIEW DRT SPEAKER BIOS INNOVATE COMMUNITY BANKING! DISCOUNT |