2026 Directors Roundtable
Ojai Valley Inn
905 Country Club RoadOjai, CA 93023
United States
Insight. Strategy. Leadership.
Join community bank directors, board chairs, CEOs, and industry experts for strategic discussions focused on governance, risk oversight, regulatory developments, and the future of community banking.
Designed specifically for bank directors and senior leadership, the Director's Roundtable provides a unique opportunity to gain actionable insights, exchange ideas with peers, and explore the issues shaping boardroom conversations in 2026.
Featured Topics
Board Oversight & Risk Management
- Risk Management 101 for the Board of Directors
- Cyber Risk Exposed: The Power of Threat Emulation
- Regulatory Panel: Emerging Priorities and Compliance Expectations
Strategic Leadership & Industry Trends
- 5 Key Forces Re-shaping Banking
- Merger After the Merger: Leadership, Culture, Technology & Growth
- Chairman's Panel: Board Leadership in 2026
Governance & Compensation
- Director Compensation Trends
- Compensation Committee Best Practices
- Effective Board Governance Strategies
AUDIENCE: Bank Directors, CEOs, and Senior Managers who work with the Board.
| Credits | Price | |
|---|---|---|
|
Member Late Registration
Registration Ends 6/9/26 at 11:59 PM PDT
|
6.00 (CPE) | $1,095.00 See QTY Discounts |
|
Non-Member Late Registration
Registration Ends 6/9/26 at 11:59 PM PDT
|
6.00 (CPE) | $1,395.00 See QTY Discounts |
|
Spouse/Guest (June 9 Reception Only)
|
$195.00 |
Agenda
| June 9 | |
| 3:00 PM - 4:30 PM | Board Meeting Nordhoff Room |
| 5:00 PM - 8:00 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. Melissa O’Kelley, VP, Business Development, 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 |
Ojai Valley Inn
Spanning a century of thoughtful evolution and impeccable care, the story of Ojai Valley Inn is as richly layered as its rural beauty and rarefied spirit. Through the eras, the resort has been peppered in famous names and events and has played host to military troops, Hollywood films, and PGA Tours.
The room block is now closed. If you still need a room, please contact Madison Beahm at madisonbeahm@ccbnetwork.org.
- There is a 21-day cancellation policy, therefore if guests cancel within 21 days of arrival, deposit is forfeited.
- Check-in is 4 pm on the day of arrival; check-out 11 am on the day of departure.
6 CPE Credits
Program Level: Intermediate
Prerequisites: None
Delivery Method: Group Live
Field of Study: Finance; Specialized Knowledge
Cancellation and Complaint Resolution Policy
Substitutions are allowed, at no additional cost. Written notice is required for all cancellations. The full registration fee will be refunded if the written request is received up to 4 weeks before the event and 50 percent if received 2 weeks before the event. No refunds will be granted within two weeks of the event. For more information regarding refund, complaint, and/or program cancellation policies contact our offices at 800-627-6613.
California Community Banking Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Interested in sponsoring Director's Roundtable? Find more information here!
