Annual Conference for Bank Presidents, CEOs, and Directors 2023 | Western Bankers Association | 6 May 2023 | Grand Wailea, Maui – A Waldorf Astoria Resort, 3850 Wailea Alanui Dr, Wailea, HI 96753, USA

Agenda Topics:
• Intersections: Navigating the Roadmap of Strategy, Culture, and Brand
• Reinventing Community Banking – Top 3 Actions That Community Banks Must Take to Stay Relevant and Thrive
• What Bank Executives Need to Know about the New CRA Rules
• Achieve More Value from your Planning Process by Linking Vision, Strategy and Execution
• 2023 is the Year of “Growth” and “How” for Bank Innovation & Transformation
• Landscape of Bank Valuation in 2023 with Investor Perspective​
• Risk Management Primer for the Board of Directors
• Section 1071 – The Final Small Business Lending Data Collection Rule
• Present & Future Prospects of Community Banks
• How to Turn Your Fintech Investments Into Successful Business Lines
• Your Bank’s Future May Depend on Its Agility
• Utilizing Data Analytics and Automation Solutions to Move Your Organization Forward
• Post-Implementation Considerations in the New CECL World​
• Corporate Governance in Today’s Environment: Top Issues and Hot Topics
• Climate Risk and Opportunity Management
• Cybersecurity: Trends and What Can the Board Do​

2023 Speakers

Steve Campbell
Founder + CEO, pro-voke

Mike Pendleton
Co-Founder + Chief Creative Officer, pro-voke

Stan Ivie
EVP & Chief Risk Officer, Pacific Western Bank

Kathy Moe
Regional Director, FDIC

Karen Boehler
Deputy Comptroller for the West and Midwest Regions, OCC

Mongkha Pavlick
Senior Vice President, Supervision + Credit, FRBSF

Kevin Gould
EVP & Director of Government Relations, California Bankers Association

Jason Lane
Vice President and Deputy Director of Government Relations, California Bankers Association

Melanie Cuevas
VP of Government Relations, California Bankers Association

Lindsey Piegza
Chief Economist, Stifel

Carey Ransom
Managing Director, BankTech Ventures

Dan Robb
President & CEO Jonesburg State Bank, Chairman of ABA

Peter Buck
Managing Director, Piper Sandler

David Volk
Director, Bank of Southern California

David Sandler
Managing Director, Piper Sandler

Nicholas Jesi
Principal, Wolf & Company, P.C.

Marty Sarkisian
VP of Sales, Meriplex

Sean Goodwin
Senior Manager, Wolf & Company, P.C.

Eric Devine
President, Vitex

Nick Perfido
Executive Vice President, Vitex

Brian Montgomery
Senior Counsel, Pillsbury

Deborah Thoren-Peden
Partner, Pillsbury

Bryan Ridgway
Director, Performance Management Solutions, Empyrean Solutions

Kenneth Levey
Managing Director, Empyrean Solutions

Mark Haberland
Managing Director, Darling Consulting Group

Michael Flynn
Of Counsel, Buchalter

Mike Dohren
President, PCBB

Carol Hartman
Managing Director, Tassat Group

Richard Booth
Chief Compliance Officer, Fortress Trust Company

Steve Kinner
Senior Managing Director, IntraFi

Max Damm
Managing Director, IntraFi

Craig Sanders
Partner, Moss Adams

Noory Song
Senior Manager, Moss Adams

Francis Janes
Industry Relations and Partnerships Director, Beneficial State Foundation

Joshua Juergensen
Principal, CLA

David Heneke
Principal, CLA

Zachary Davis
Senior Associate, Luse Gorman PC