June 9

5:30 PM - 7:30 PM     Reception - Arroyo Terrace

June 10

7:30 AM - 8:30 AM     Breakfast - Charles Fries Room
8:30 AM - 8:45 AM     Welcome - Charles Reiffel Room
8:45 AM - 10:15 AM    Operations Sessions - Charles Reiffel Room
Humanizing the Digital Banking Experience (Erin Wynn, Candescent and Dave Favela, Southern First)
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Bringing Tech into the Boardroom (Dave Conne, BankOnIT USA and Dante Tosetti, BAC Community Bank)
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10:15 AM - 10:30 AM     Break

10:30 AM - 11:45 AM     The Evolving Regulatory Landscape - Charles Reiffel Room
A conversation discussing the rapidly changing picture in Washington D.C. and Sacramento moderated by Kathy Moe-Lonowski, former SF Regional Director, FDIC and current Board Member at PCBB with:
CCBN Sacramento Lobbyist, Lindsay Gullahorn, Owner & Principal, Gullahorn Strategies 
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Rhonda Whitley, SVP, Senior Regulatory Counsel, Independent Community Bankers of America (ICBA).
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11:45 AM - 12:45 PM     Lunch - Charles Fries Room

12:45 PM - 2:15 PM      Growth Sessions - Charles Reiffel Room

M&A, Capital Markets Activity in 2025 (Peter Buck and Adam Keefer, Piper Sandler)
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Fintechs & the Path to Banking Innovation (Mike Cohn, Wolf & Company, P.C. and Brett Wait, Five Star Bank)
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2:15 PM - 2:30 PM     Break

2:30 PM - 3:45 PM     Chairman's Panel  Charles Reiffel Room
The role of a community bank director is changing. Effective and engaged board leadership is mandatory for success. Chairman from exceptional banks will share their insights on Board leadership and the important role that directors play in achieving success. Moderated by Gary Findley.
Panelists: 
Rick Pedack– Mountain Pacific Bank
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Darren Caesar– American Riviera Bank
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Stephen Pahl– West Coast Community Bank
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4:00 PM - 5:00 PM     Closing Reception   Charles Reiffel Room

VIEW ATTENDEES

2025 Directors Roundtable - GOLD Sponsors

  • BankOnITUSA
    BankOnITUSA
    8601 Commerce Park Drive
    Oklahoma City, OK 73132
    United States
    Sponsor
  • Candescent
    Candescent
    Sponsor
  • EBS
    EBS
    600 Montgomery Street, Suite 1600
    San Francisco, CA 94111
    United States
    Sponsor
  • PCBB
    PCBB
    1676 North California Boulevard Suite 300
    Walnut Creek, CA 94596-4185
    United States
    Sponsor
  • Wolf & Company, P.C.
    Wolf & Company, P.C.
    255 State Street
    Boston, MA 02109
    United States
    Sponsor

2025 Directors Roundtable - SILVER Sponsors

  • FGIB
    FGIB
    301 E. Colorado Blvd., Ste. 205
    Pasadena, CA 91101
    United States
    Sponsor
  • Gary Findley & Associates
    Gary Findley & Associates
    3808 E La Palma Ave
    Anaheim, CA 92807
    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
  • Kasasa
    Kasasa
    Sponsor
  • Piper Sandler & Co.
    Piper Sandler & Co.
    50 California Street Suite 3100
    San Francisco, CA 94111
    United States
    Sponsor
  • Premier Audit Solutions
    Premier Audit Solutions
    3205 Oxford Rd.
    Cameron Park, CA 95682
    United States
    Sponsor
  • QwickRate
    QwickRate
    1350 Church Street Ext. NE Suite 400
    Marietta, GA 30060
    United States
    Sponsor
  • Sunwealth Power, Inc.
    Sunwealth Power, Inc.
    2067 Massachusetts Ave. Ste. 540
    Cambridge, MA 02140
    United States
    Sponsor
  • United Bankers' Bank
    United Bankers' Bank
    1650 W. 82nd
    Bloomington, MN 55431
    United States
    Sponsor

2025 Directors Roundtable Speakers

  • Peter Buck
    Peter Buck
    Managing Director Piper Sandler & Co.
    Speaker
  • Darren Caesar
    Darren Caesar
    Chair of the Board American Riviera Bank
    Speaker
  • Michael D. Cohn
    Michael D. Cohn
    Principal Wolf & Company, P.C.
    Speaker
  • Dave Conne
    Dave Conne
    Sr. Vice President BankOnITUSA
    Speaker
  • Dave Favela
    Dave Favela
    Chief Innovation Officer Southern First
    Speaker
  • Gary Findley
    Gary Findley
    President Gary Findley & Associates
    Speaker
  • Lindsay Gullahorn
    Lindsay Gullahorn
    Owner & Principal Gullahorn Strategies
    Speaker
  • Adam Keefer
    Adam Keefer
    Managing Director Piper Sandler & Co.
    Speaker
  • Kathy Moe Lonowski
    Kathy Moe Lonowski
    Regulatory/Banking Executive PCBB
    Speaker
  • Stephen Pahl
    Stephen Pahl
    Board Director West Coast Community Bank
    Speaker
  • Rick Pedack
    Rick Pedack
    Chairman Mountain Pacific Bank
    Speaker
  • Rhonda Thomas-Whitley
    Rhonda Thomas-Whitley
    SVP - Senior Regulatory Counsel ICBA
    Speaker
  • Dante Tosetti
    Dante Tosetti
    CEO BAC Community Bank
    Speaker
  • Brett Wait
    Brett Wait
    SVP/Chief Information Officer Five Star Bank
    Speaker
  • Erin Wynn
    Erin Wynn
    Executive Director of Product Management Candescent
    Speaker