
Agenda with presentation links
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
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1676 North California Boulevard Suite 300
Walnut Creek, CA 94596-4185
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2025 Directors Roundtable - SILVER Sponsors
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7760 France Avenue South 950
Bloomington, MN 55435
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50 California Street Suite 3100
San Francisco, CA 94111
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2067 Massachusetts Ave. Ste. 540
Cambridge, MA 02140
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