2024 CCBN Annual Top Banker Meeting
Carmel Valley Ranch
1 Old Ranch RoadCarmel-by-the-Sea, CA 93923-8551
United States
Event Details
A New Agenda for 2024!
This year’s Annual Top Banker Meeting is packed with actionable insights and practical takeaways on some of the most important topics in community banking you won't want to miss. But an annual meeting is about more than business, it’s about celebrating with friends and colleagues.
Each year we take you to a great location, and this year may be the best yet! The Carmel Valley Ranch is a resort oasis in Central California’s wine country, just a short drive from Monterey and Carmel-By-The-Sea. This 500-acre property is home to a wide variety of exciting activities, great cuisine, championship golf, a spa, and even an on-site creamery.
We’ve created a new agenda for 2024 that includes plenty of time to “Play Your Way” with some activities we’ve picked out, like a Guided Off-Road Excursion or an Outdoor Photography Workshop. And when you’re back in the meeting room your spouse/guests can continue the fun by joining our wine and food tour in Carmel-By-The-Sea.
We are also kicking off this year’s celebration with “Pinot & Pizza” featuring the resort’s own Pinot and pizza baked in a giant outdoor oven on our patio. And as those of you who attended last year’s event know, we closed with Tequila and this year it’s a Whiskey Tasting paired with great local snacks.
AGENDA
Tuesday October 29
5:00 pm: Registration open
5:00 – 8:00 pm: Pinot & Pizza
Wednesday, October 30
7:30 – 8:30 am: Registration & Breakfast
8:30 – 9:00 am: Opening Remarks
9:00 - 9:30 am: Derek Williams, ICBA Immediate Past Chairman
9:30 - 11:00 am: Bank CEO Panel
Three CEOs discuss why their bank is a success, how they are looking forward to the next few years and their rational related to the recent merger or expansion of their franchise
11:00 am: Break
11:30 am - 1:00 pm: Regulatory Panel
Representatives from the FDIC, OCC, FRB, and DFPI will discuss their agencies priorities and outlook for the future.
1:00 – 2:00 pm: Food Truck Picnic (Organic Garden)
2:30 - 4:30 pm: Optional Activities:
Educational Breakout Sessions
- Small Group Regulator Discussions
- Succession Planning
Play Your Way Activities! Learn more
(Pre-registration required, Limited slots available - first come, first serve.)
- Outdoor Photography Workshop
- Guided Off-Road Excursion
- Pickleball
6:00 – 7:30 pm: Welcome Reception (Golf Clubhouse Patio)
7:30 – 9:00 pm: Welcome Dinner (Golf Clubhouse)
9:00 – 11:00 pm: After Dinner Cocktails available at the Clubhouse On Your Own
Thursday, October 31
8:00 – 9:00 am: Breakfast
9:00 – 11:30 am: Optional Activities:
Educational Breakout Sessions
- Fraud - Trending fraud schemes, situations that can give rise to internal and external fraud, fraud red flags, and other topics
- Funding Strategies - Deposits, fee-based services, income generation beyond loans
Play Your Way Activities! Learn more
(Pre-registration required, Limited slots available - first come, first serve.)
- Outdoor Photography Workshop
- Guided Off-Road Excursion
- Pickleball
11:45 - 12:30 pm: Lunch
12:30 - 1:15 pm: California State Treasurer Fiona Ma
1:15 - 1:30 pm: Break
1:30 - 2:45 pm: Risk Management Panel - Emerging Trends and Viable Solutions
Bankers and Industry experts discuss best practices to address critical risks community banks are facing today
2:45 - 3:00 pm: Break
3:00 - 4:30 pm: Capital Allocation and Creation – Considerations to Support Earnings and Stability
Share insights on emerging balance sheet, investment, economic and regulatory developments.
5:00 pm – 6:30 pm: Whiskey Tasting (with food pairing)
Dinner on your own
Event Close
For More Information:
CLICK HERE TO VIEW AVAILABLE SPONSORSHIPS
(Open to CCBN Associate Members Only)
Location:
Carmel Valley Ranch is an oasis in Central California’s wine country, just a short drive from Monterey and an hour from Silicon Valley. CCBN has secured a phenomenal room rate of $325 + resort fee of $35.
Reservation requirements: One night deposit is required at time of booking, cancellation policy is 7 days prior to arrival. CLICK HERE TO RESERVE YOUR ROOM. Attendees are also welcome to call to the Reservations Department at (855) 773-4958 to book reservations before October 8, 2024; Please mention 2024 CCBN Annual Top Banker Meeting to receive the special rate.
ADDITIONAL INFORMATION
6 CPE Credits
Program Level: Beginner
Prerequisites: None
Delivery Method: Group-Live
Field of Study: Business Management & Organization, 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
REGISTRATION (includes electronic materials)
Registration is open to bankers and banker spouse/guest only.
Must Be Logged in To Receive Member Pricing
$100 per person discount will be applied automatically for large (3 or more) groups.
Regular Registration through October 8, 2024
CCBN Member: $895
CCBN Member Group: $795
Non-Member: $1,195
Non-Member Group: $1,095
Late Registration (after October 9)
CCBN Member: $1,195
CCBN Member Group: $1,095
Non-Member: $1,495
Non-Member Group: $1,395
Spouse/guest
CCBN Member:$495
CCBN Non-Member $595
