AGENDA
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8:00 Buffet Breakfast
9:00 Introduction and Welcome - Gary Findley, President of Gary Steven Findley & Associates 9:15 Session #1 – Effective Board Leadership in a Changing Environment We’ll focus on director expectations, director performance assessments, the importance of communication and the expanding role of directors. CLICK ON EACH SPEAKER NAME FOR PRESENTATION Panel A- David Rainer, Executive Chairman and CEO of Bank of Southern California; Selwyn Isakow, Chairman of CalPrivate Bank; and Jeff Finck, Executive Chairman of Cornerstone Community Bank CLICK FOR TABLE QUESTIONS 10:30 – 10:45 Break 1 10:45 Session #2 – Deposit and Lending Strategies With recent liquidity and deposit challenges, rising interest rates, the digital lending transformation what are the directors’ role in managing through what is becoming the principle focus of the regulatory agencies in 2023 and 2024? What is working and what is not? CLICK ON EACH SPEAKER NAME FOR PRESENTATION Panel B – Shawn O’Brien, President of QwickRate, the premier non-brokered CD source; Dean Benjamin, Product Manager from DocFox, the market-leading commercial bank account opening software solutions provider; and Scott Smith, Shareholder at Buchalter, a full-service business law firm. CLICK FOR TABLE QUESTIONS 12:00 – Working lunch – M&A strategy with David Sandler, Managing Director and Co-head of investment banking, Piper Sandler 1:15 – Session #3 – Board Roles and Responsibilities We’ll take a look at key board roles and maximizing board function. We’ll also discuss compensation, governance and succession planning. CLICK ON EACH SPEAKER NAME FOR PRESENTATION Panel C - Ed Nigro, Executive Chairman of G Bank; C.G. Kum, Former CEO of Hanmi Bank; and Curt Hecker, Executive Chairman and CEO for PCBB. CLICK FOR TABLE QUESTIONS 2:30 – 2:45 Break 2 2:45 – Session #4 – Director Hot Topics and Open Forum In this session we’ll keep the discussion open on industry hot topics like the latest in FinTech, new investment opportunities and wants been happening in federal regulatory circles and the banking marketplace in recent months. CLICK ON EACH SPEAKER NAME FOR PRESENTATION Panel D – Robert McGibbon, FDIC Field Supervisor, retired; Mike Soza Partner from Eide Bailly, a top 25 CPA and consulting firm; and Darreck Mitchell, VP, Director of Capital Markets at Sunwealth, a clean energy investment firm. CLICK FOR PANEL TABLE QUESTIONS 4:00 – 5:30 Cocktail Reception |
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