Annual Conference - California Bankers Association · From Hong Kong to Rome, Brian has worked with...

Transforming Disruption into Opportunity

Annual Conference2018 WIB

March 17 – 20, 2018Grand Hyatt Kauai Resort & Spa

2 • 2018 WIB Annual Conference

Transforming Disruption into Opportunity2018 WIB Annual Conference

Disruption by definition is a break in an activity or process, but the disturbance of established

patterns offers a space for renewed thought and inspired intentions. At WIB’s 61st Annual

Conference, bank leaders and industry experts will gather to collectively explore opportunities

to transform and thrive in the era of disruption.

Attendees can look forward to a framework of education that balances relevant presentations with beneficial

peer exchanges, the opportunity to schedule regulatory one-on-ones and assess a showcase of innovation.

From navigating the cybersecurity landscape to developing shareholder value, this flagship event is essential to

advancing strategies that drive organizational success.

With a record number of attendees expected this year, WIB encourages early registration and advanced booking

for hotel accommodations. Don’t miss out on this opportunity to network with peers and gain the tools necessary

to guide change.

“Over the years, the WIB Annual Conference has evolved into the leading bank conference in the Western United States. With high-quality speakers, timely and relevant content, and the opportunity to network with banks from across the West, this is one conference I plan for each and every year.”

— Terry Peterson, President & CEOCalifornia Bank of Commerce

“ Bali Hai (Makana Mountain) at Na Pali Coast

2018 WIB Annual Conference • 3

Lieutenant Colonel Robert DarlingCrisis Leadership & Decision-Making

With over 20 years of active duty service in the U.S. Marine Corps, Lieutenant Colonel Darling’s impressive career includes standing shoulder-to-shoulder with the White House on Sept. 11, 2001. His military experience combined with an MBA in Finance Management makes him uniquely qualified to speak on crisis leadership and decision-making. Darling’s speaking engagements have included Harvard’s John F. Kennedy School of Government and the FBI National Academy in Quantico, VA. He is the author of 24 Hours Inside the President’s Bunker: 9/11/01: The White House. Darling is the President & CEO of Quantitative Analytics, LLC, and Turning Point Crisis Management-USA.

Brian RiggsBeyond Operations: Adapting to Evolving Environments, New Rules for Engagement, and the Importance of Mentorship

Brian Riggs began his career as a resident historian at the National Constitution Center where he perfected the art of crafting story out of context. Today, he is the owner and lead strategist of the Dialogue Shop, an organizational transformation firm located outside of Philadelphia, PA. From Hong Kong to Rome, Brian has worked with organizations on custom-designed leadership programs, mentor workshops, branding and communication efforts, and new market strategies.

David DeFazioThe Amazon Prime Effect: What Customers Want, and What Banks Must Do to Survive in the New Subscription Society

Dave DeFazio is a partner at StrategyCorp, a firm specializing in strategic advisory services to private and public sector organizations operating in complex, highly regulated environments. He speaks at conferences nationwide about innovations in retail banking, mobile banking, customer engagement, product and customer profitability, product design and bank marketing. He has extensive financial services experience and continues to have a passion for exploring the intersection of data, marketing, and technology.

Dr. Peter RupertEconomic Update

Dr. Peter Rupert is the Professor of Economics at the University of California, Santa Barbara, and Executive Director of the UCSB Economic Forecast Project, a research unit providing economic data, analysis, and forecasts to the community. Dr. Rupert came to Santa Barbara from the Federal Reserve Bank of Cleveland, where he had been a senior economic adviser for 13 years. His areas of specialization include macroeconomics, monetary economics, labor, and family economics. Dr. Rupert frequently consults with central banks and is an invited speaker at economic conferences at universities and organizations around the world.

Hal ElrodWhat Matters Most

Hal Elrod is on a mission to elevate the consciousness of humanity, one morning at a time. As the author of one of the highest rated books in the world, The Miracle Morning, he is doing exactly that. After surviving an accident that stopped his heart for six minutes, he ran a 52-mile ultra-marathon and went on to become a hall of fame business achiever, international keynote speaker, and author. Elrod is the host of the Achieve Your Goals podcast, creator of the Best Year Ever [Blueprint] LIVE event, and Executive Producer of The Miracle Morning, a documentary that explores the morning rituals of some of the world’s most successful people.

General Session Speakers


Registration Desk / Solution Store Open

One-on-one Meetings with FDIC/OCC/FRB (by appointment only)

Welcome & Opening General Session – Crisis Leadership & Decision-MakingLieutenant Colonel Robert Darling

Refreshment Break

Expo Open

Lunch and Time to Visit Partners in Expo

Peer Exchange Sessions (Bankers & Directors only)

Dessert Break in Expo

Beyond Operations: Adapting to Evolving Environments, New Rules for Engagement, and the Importance of Mentorship Brian Riggs, Owner, Dialogue Shop

Wild & Wacky Games

Evening Open for Vendor Dinners

Sunday, March 18, 2018

7:00 AM – 3:30 PM

7:45 AM – 9:00 AM

9:00 AM – 10:20 AM

10:20 AM – 10:30 AM

10:30 AM – 11:30 AM

11:30 AM – 2:30 PM

11:30 AM – 1:00 PM

1:00 PM – 2:00 PM

2:00 PM – 2:30 PM

2:30 PM – 3:30 PM

4:00 PM – 5:30 PM

Getting Past the Sound and Fury of Cybersecurity Daimon Geopfert, National Leader, Security & Privacy Consulting | RSM US LLP

Balance Sheet Strategy: The Big Picture for Banks Scott Hildenbrand, Principle and Chief Strategist, Sandler O’Neil + Partners, L.P.

I Knew Trump Would Win (and Other Lies Banks Tell Themselves) Philip Smith, Gerrish Smith Tuck, PC

Golf Tournament7:00 AM – 8:00 AM: Registration8:00 AM – 3:00 PM: Tournament

Optional Event – Ziplining



Annual Conference Advisory Committee Thank You Reception

Welcome Party

Saturday, March 17, 2018

7:00 AM– 3:00 PM

7:00 AM – 1:30 PM

10:00 AM – 4:00 PM

2:00 PM – 5:00 PM

5:00 PM – 5:30 PM

5:30 PM – 8:30 PM

For more event details and session descriptions, visit www.wib.org/web/BPC

Welcome Party

Saturday, March 17 • 5:30 PM – 8:30 PMIncluded in Conference and Guest Registration

Connect with friends and colleagues prior to the start of the Annual Conference during the WIB Hawaiian Welcome Party. Enjoy dinner, drinks, networking, and entertainment at the Ilima Garden, Grand Hyatt Kauai Resort & Spa. Located oceanfront at the edge of Keoniloa Bay, this party boasts stunning views and is a perfect way to kick-off a week full of educational offerings and more.

Schedule At-a-Glance

Sunrise at Moloa’a Beach




Breakfast in Expo

Amazon Prime Effect: What Customers Want, and What Banks Must Do to Survive in the New Subscription SocietyDavid DeFazio, Partner, StrategyCorps

7:15 AM – 3:30 PM

7:15 AM – 8:15 AM

8:15 AM – 9:25 AM

9:25 AM – 9:35 AM

Schedule At-a-Glance continued on next page

Refreshment Break

Transition Break

Transforming Disruption into Opportunity — Roger Amador, Q2 (Moderated Fintech Showcase)

Lunch in Expo

Peer Exchange Sessions (Bankers & Directors only) with dessert served

Transition Break

Pool & Leisure Time

9:35 AM – 10:35 AM

10:35 AM – 10:45 AM

10:45 AM – 12:00 PM

12:00 PM – 1:20 PM

1:20 PM – 2:20 PM

2:20 PM – 2:30 PM

2:30 PM – 3:30 PM

MoneyBall for Bankers: The Next Level Rich Berg, Performance Trust Capital Partners

Tactics for Community Banks toRemain Independent in Today’s Environment Ernie Panasci, Stinson Leonard Street LLP

The Fintech Experience: A Bank Perspective Tom Kenning, Alpine Bank

Incident Response: Exploring Industry Response to Natural Disaster

Ed Shreiber, Zions Bank

Wild & Wacky Games – Fun Networking Activity

Sunday, March 18 • 4:00 PM – 5:30 PM

Join us for drinks and hors d’oeuvres as you cheer on or participate in WIB’s version of the Iron Man Games! Six tribes comprised of 8-10 players per tribe will participate in various skillful island games such as Coconut Bowling, Hula Hoop-la, Sponge Soak Pass and the ever-popular Conch Shell Blowing Contest. This energizing contest will be sure to keep you laughing as you decide which tribe to cheer on. If you would like to join one of the tribes, stop by the WIB Registration Desk to sign up.

Monday, March 19, 2018

Schedule At-a-Glance • Continued

Expo Open

First Timers Breakfast with Board of Directors (by invitation)

Evening Open for Vendor Dinners

M&A Panel: Panel discussion current trends, pricing, and best practices in M&A


Optional Event – Na Pali 4-Hour Sunset Dinner Cruise (Catamaran)

Western Bankers Association Annual Meeting

Registered Guests Networking BreakfastEconomic Update — Dr. Peter Rupert

Refreshment Break in Expo

Peer Exchange Sessions (Bankers & Directors only)

Lunch & Exhibitor Prize Drawings in Expo

Tuesday, March 20, 2018

Wednesday, March 21, 2018

7:30 AM – 3:30 PM

7:30 AM – 2:15 PM

7:30 AM – 8:30 AM

8:30 AM – 9:30 AM

9:30 AM – 9:40 AM

9:40 AM – 10:40 AM

10:40 AM – 10:55 AM

10:55 AM – 12:00 PM

12:00 PM – 1:00 PM

1:00 PM – 2:00 PM

2:00 PM – 2:15 PM

2:15 PM – 3:30 PM

3:30 PM

5:00 PM – 8:00 PM

1:15 PM – 7:00 PM

Strategies to Address Cybersecurity Risk while Meeting Growing Regulatory Examination ExpectationsLaurel Sykes, SVP, Chief Risk Officer,Montecito Bank & Trust

Compensation Challenges and Trends in an M&A Environment Michael Blanchard, CEO,Blanchard Consulting Group

The Profitable Side of Advanced Liquidity Risk Management Systems (LRMS)Robert Perry, Principal, ALM & Investment Strategies, ALM First Financial Advisors


Expo Open

Breakfast in Expo

Transition Break

Farewell Party & Dinner

Tuesday, March 20 • 5:00 PM – 8:00 PMIncluded in Conference and Guest Registration

Hele mei hoohiwahiwa, come celebrate! Come together for a final night to continue discussions held throughout the week, and discover the winners of the 2018 Bank and Banker of the Year. Drink in the treasures of Hawaii one last time with a richness of food, music, and festivities.

Schedule At-a-Glance • Continued

Dessert Break in Expo – Last Chance & Prize Pick-Up

WIB Annual Update and Closing General Session — What Matters Most – Hal Elrod, Author

Pool and Leisure Time

Farewell Reception & Dinner with Banker and Bank of the Year Awards

The Secrets of a High-Performing BankShawn O’Brien, President, QwickRate


2018 Advisory Committee

Ryan Misasi, EVP, Retail Banking Farmers & Merchants Bank of Central CA, Lodi, CACommittee Chair

Michael Delucchi, President & CEOWestern Independent Bankers, San Francisco, CA

Susan Horton, President, CEO & ChairmanWheatland Bank, Spokane, WA

Ken Johnson, President & COOSkagit Bank, Burlington, WA

Janine Kasper, Strategic Business Partner ManagerQ2 Software, Inc., Larkspur, CO

George Leis, President & COOMontecito Bank & Trust, Santa Barbara, CA

Jeff Newgard, President & CEOBank of Idaho, Idaho Falls, ID

Terry Peterson, President & CEOCalifornia Bank of Commerce, Oakland, CA

Holly Poquette, EVP & CFOInland Northwest Bank, Spokane, WA

FinTech Showcase – New for 2018!

Monday, March 19 • 10:45 AM – 12:00 PM

Uncover the latest services and solutions at WIB’s FinTech Showcase. This fast-paced collection of presentations from established companies and young startups provides attendees with a creative look into today’s innovative landscape. Audience members will have the opportunity to cast their votes for Best in Show, and the showcase will be moderated by the 2017 WIB Education Summit Best in Show Winner, Q2.

One-on-one Meetings with the Regulators

Saturday, March 17 • 10:00 AM – 4:00 PM Sunday, March 18 • 7:45 AM – 9:00 AM

Kay Kowitt • Deputy Comptroller, Western District Office of the Comptroller of the Currency

Kathy Moe • Regional Director, San Francisco Region of the FDIC

Kevin Zerbe • Group Vice President, Federal Reserve Bank of San Francisco, Financial Institution Supervision and Credit Division

We are once again pleased to be able to offer a limited number of 15-minute private appointments available for you and your bank representatives with Kay Kowitt, Kathy Moe, or Kevin Zerbe. Appointments are available on Saturday and Sunday and are assigned on a first come, first serve basis. Be sure to register early!

Peer Exchange Sessions

Sunday, March 18 • 1:00 PM – 2:00 PM Monday, March 19 • 1:20 PM – 2:20 PMTuesday, March 20 • 10:55 AM – 12:00 PM

Peer Exchange Sessions are a unique opportunity to network and share ideas. Discuss relevant, key community banking issues in a safe and non-competitive peer environment. The peer session format is always highly rated and regarded as one of the highlights of the Annual Conference. These sessions are limited to bankers and directors only.

Expo

From Sunday through Tuesday, there will be many opportunities to meet with representatives from the ‘best of the best’ service providers for financial institutions in the West!

“I am able to take information from the conference, plug

it into my bank, and see immediate positive returns. It is

well worth the investment.”

— Terry Frydenlund, President & CEO1st Bank Yuma

Conference Highlights


Guest Explorers Program

Kilohana Plantation

Take a journey back in time to Kilohana Plantation. Built in 1935, the Manor House at Kilohana was the most expensive and most beautiful home on Kauai. Explore exquisitely crafted rooms, lush landscape, and experience a taste of the Golden Age of Sugar.

Guest Activity Monday, March 19, 2018 • 10:00 AM – 3:00 PM

Opening General Session

Welcome Party

Special Guest Activity

Wild & Wacky Games – Fun Activity

Guest Program includes:

Farewell Reception & Dinner

Guest Only Networking Breakfast – surprise amenity!

Closing Session

2018 Guest Committee

Debbie Frydenlund1st Bank Yuma • Yuma, CA

Ginny PetersonCalifornia Bank of Commerce Moraga, CA

Laurie LeisMontecito Bank & Trust • Ojai, CA

Michele LowryIreland Bank • Chubbuck, ID

Barb VanceHeritage Bank • Olympia, WA

Stacy Veachbankcda • Coeur D’Alene, ID

Wendy Packard Central Bank • Springville, UT

Deborah JovesBank of Guam • Pacifica, CA

The Guest Program is invaluable for both new attendees

and returning guests to meet new people and renew

old friendships. The activities make it easy to see local

attractions and network with the other guests.”

— Barb Vance • Guest Committee MemberHeritage Bank

Train Signature Tour

Climb aboard for a 40-minute tour of Kilohana Plantation’s 105 acres. Narrated by lively conductors, this promises to be an event to remember. Be entertained and educated as you experience a bounty of tropical beauty, including fruit tree orchards, colorful gardens, dense forests, exotic flowers, and livestock pastures. The train will even stop so riders can disembark to feed their wild pigs, goats, and sheep.

Guest Luncheon

After your train tour, network with other guests while enjoying a delicious buffet lunch at the plantation’s award-winning restaurant, Gaylord’s. Here, guests can participate in our ever-popular Guest Bingo and State Raffle and listen to the Kauai Museum’s infamous Chucky Boy Chock as he entertains with stories of Kauai. There will also be time to explore the plantation’s shops and boutiques which offer handcrafted items, artwork, jewelry, and other unique gifts from Hawaii.

“


Optional Activities

Golf TournamentsSaturday, March 17 • 7:00 AM – 3:00 PM

The WIB Annual Golf Tournament will be held at the Poipu Bay Golf Course, an 18-hole championship course and home of the PGA Grand Slam since 1994.

Nestled between the Haupu Mountain and the azure Pacific, Poipu Bay Golf Course sits on 210 oceanfront-acres adjacent to the Grand Hyatt Kauai Resort & Spa. A Robert Trent Jones Jr. design, this Kauai golf course is an ocean links-style course featuring spectacular vistas including seven holes with water hazards. The course is a 5-minute walk from the hotel and is sure to challenge your game.

You may choose between two tournament formats: Scramble or Play-Your-Own-Ball. Maximum handicap for Play-Your-Own-Ball is 18. Sign up early to get your choice of format.

$250.00 per person includes greens fee, cart, continental breakfast, beverages, and prizes.

Zipline Trek – Tree House Plus ExcursionSaturday, March 17 • 7:00 AM – 1:30 PM

Join us on seven exhilarating ziplines beginning at the original Treehouse Zipline Course, plus so much more! Each line on this tour is different — single lines, tandem lines, “zippel” over a waterfall, ride over rivers and across Kipu Ranch. And once you’re all done warming up, it’s time to fly high above Kauai on Hawaii’s longest zipline, the ¾ mile FlyLine!

Adults: $160.00 Children (ages 7–14): $150.00

Flyers must be at least 4 feet tall and weigh between 60 lbs and 275 lbs. If you are pregnant, you should not take part. If you have back, neck, or muscular problems, you should carefully consider whether to participate. Reserve early – this tour is limited to 30 participants.

Wednesday, March 21 • 1:15 PM – 7:00 PM

A 4-hour sailing adventure for people who love great food and sunsets. On a 65’ Gold Coast Catamaran, we’ll sail along Na Pali as the afternoon sun paints rich colors across the sky. Equally rich are the history and legends of the ancient Hawaiians that once inhabited these remote valleys. You’re likely to see flying fish, sea turtles, dolphins, and whales in season. Then, top it all off with a dinner and breathtaking sunset at sea.

$190.00 per person includes round-trip transportation, snacks, salads, main course, dessert, cocktails and beverages. We are limited to 49 passengers so reserve your place early as this event will sell out.

More than an indulgence of local cuisine and dazzling horizons, the Sunset Dinner Cruise is a fitting conclusion to a conference focused on opportunities. We invite you to continue your connections with old and new friends, or simply take a moment – an opportunity – to appreciate the experience.

Na Pali 4-Hour Sunset Dinner Cruise


Grand Hyatt Kauai1571 Poipu RoadKoloa, Kauai, HI 96756

Phone:

Reservations: (800) 742–2353Main Phone: (808) 742–1234

Discover paradise at the Grand Hyatt Kauai. Ranked one of the world’s top ten resorts by Condé Nast Traveler, this luxury hotel is situated on Poipu Beach and is modeled in the spirit of 1920s Hawaiian architecture. With breathtaking landscapes and premium amenities, conference attendees are guaranteed a tropical experience that is unrivaled.

Room Rates:$329 – Garden/Pool View$380 – Partial Ocean View$425 – Deluxe Ocean View

All rates are based on Single/Double occupancy and includes the resort fee. Add room tax, which is currently at 13.416%. For additional persons 19 years and older, a $75 charge per night is applied. Maximum four adults or two adults and two children per room.

Rate Valid: March 10 – 27, 2018

Cancellation:All cancellations received 45-days to 7-days prior to arrival date will be charged two nights. Cancellations received later than 7-days prior will be charged for the full length of stay.

Cut-off Date:February 11, 2018

Non-MembersJoin WIB today and save up to $600 on your conference registration fees! Contact Ellie Rovira at [email protected] or (415) 352-3231 for more information.

Ways to Register• Online using a credit card at www.wib.org.

• Scan and email your completed registration form to [email protected].

• Fax your completed registration form to (415) 352-3231.

• Mail your completed registration form with a check or credit card information to:

Western Independent Bankers 555 Montgomery Street, Suite 750 San Francisco, CA 94111

ConfirmationsYou will receive a conference confirmation from WIB via email. If you don’t receive a confirmation within three business days, please contact WIB at (415) 352-2323 or email [email protected]. Grand Hyatt Kauai will confirm all hotel accommodations. Please contact the hotel directly for all your room reservation needs.

Conference Cancellation PolicyRegistration fees less a $75 processing fee per registrant will be refunded if cancellation is received by March 3, 2018. No refund if cancellations are received after March 3, 2018. Substitutions welcomed.

Exhibitor, Sponsorship & Advertising OpportunitiesIf your firm is interested in having your name in front of 100+ banks, we have a wide variety of sponsorship opportunities available for you. For exhibiting, sponsorship, and advertising, please contact Michael Delucchi at [email protected] or (415) 352-3223.

Registration Information

“For more information on hotel accommodations, visit www.grandhyattkauai.com

This conference is second to none when it comes to the opportunity to

share and gain insights from peer banks regarding best practices you

can take back to make your bank more successful!”

— Susan Horton • President, CEO & ChairmanWheatland Bank

Hotel & Travel



Registration Form

For guests not registered above; tickets purchased on-site are subject to an additional $25 fee.

Early Bird Registration Fees before February 1, 2018

Price Quantity AmountWIB Bank Member $1,495 $ WIB Associate Member $2,395 $ Bank Nonmember $2,495 $WIB Season Pass Holder $1,495 COMP

Regular Registration Fees after February 1, 2018

WIB Bank Member $1,695 $ WIB Associate Member $2,495 $ Bank Nonmember $2,495 $WIB Season Pass Holder $1,495 COMP

Guest Program Registration

Guest Program Member Registration $700 $Guest Program Member Season Pass Holder $700 COMPGuest Program Nonmember Registration $800 $

Optional Event Tickets for Registrants and Guests Tickets purchased on-site are subject to an additional $25 fee.

Price Quantity Amount Saturday Golf Tournament Scramble (Registrant) $250 $ Scramble (Guest) $250 $ Play-Your-Own-Ball (Registrant) $250 $ Handicap___ (Max:18) Play-Your-Own-Ball (Guest) $250 $ Handicap___ (Max:18) Zipline Trek – Adult $160 $Zipline Trek – Child (7–14) $150 $Na Pali Sunset Dinner Cruise $190 $

A La Carte Guest Tickets

Price Quantity AmountSaturday Welcome Party* $175 $ Tuesday Farewell Dinner $175 $

* Event is for adults only

GRAND TOTAL of all of the above $

Guest Name

Guest Badge Name

Guest Phone

Guest Email

Guest information helps our guest ambassadors contact your guest to welcome them and answer their questions. A guest is a spouse, significant other, child or friend who is not an industry-related professional. A survey will be sent via email to your guest to get their selections for the guest program options.

Name

Badge Name

Title

Bank/Firm

Mailing Address

City

State/Zip

Phone

Fax

Registrant Email

Is this your first time attending this particular conference? Yes No

I am interested in scheduling a One-on-One Meeting with the Regulators.

Kathy Moe, FDIC

Kevin Zerbe, Federal Reserve Bank of San Francisco

Kay Kowitt, Office of the Comptroller of the Currency

I, or my guest, require special accommodations to fully participate. Please attach a written description of needs.

Prepared by (if different)

Preparer’s email

March 17 – 20, 2018 • Grand Hyatt Kauai • Kauai, HI

2018 WIB Annual Conference

Guest Registrant Information

Payment Method

Registrant Information Conference Fees

Ways to Register

Credit Card: VISA MasterCard Discover

Account Number:

Exp. Date: CCV:

Cardholder Name (print):

Signature:

Check Enclosed (Payable to Western Independent Bankers)

2018 Season Pass (WIB bank members only. See wib.org for details.)

Please charge my credit card above $6,995 for a 2018 Season Pass, less the cost of my Conference registration and my Guest registration, as appropriate.

Please bill me for the difference due for a 2018 Season Pass at $6,995 less appropriate registration discounts.

ONLINE:

FAX:

EMAIL:

MAIL:

www.wib.org/web/bpc18reg

415) 352–3231

[email protected]

Western Independent Bankers555 Montgomery Street, Suite 750 San Francisco, CA 94111

555 Montgomery StreetSuite 750San Francisco, CA 94111

Return Service Requested

2018 WIB Annual ConferenceTransforming Disruption into Opportunity

Learn more and register at www.wib.org • call (415) 352-2323 or email [email protected]

Early bird registration ends February 1, 2018.Register today! Visit www.wib.org/web/bpc18reg

March 17 – 20, 2018 • Grand Hyatt Kauai • Kauai, HI

Hanalei Valley, Kauai

Annual Conference - California Bankers Association · From Hong Kong to Rome, Brian has worked with...

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Transcript of Annual Conference - California Bankers Association · From Hong Kong to Rome, Brian has worked with...