Bank Presidents Seminar

Overview

2020 Bank Presidents Seminar
Four Seasons Resort at the Biltmore • Santa Barbara, CA
January 7-9, 2020

The only Western Bankers Association program exclusively for member bank presidents and CEOs.

Senior leaders of western region banks are invited to attend this premier event which delivers informative sessions and powerful networking opportunities at the luxurious Four Seasons Resort at the Biltmore in Santa Barbara.

Register ONLINE!

Hotel

Hotel & Travel

Four Seasons Resort at the Biltmore
1260 Channel Drive
Santa Barbara, California 93108
(805) 565-8299
Biltmore check-in time is 4:00 p.m. and check-out time is 12:00 p.m.

Hotel accommodations can be made here. Use the promo code RL0120WBA to receive the WBA group rate.

Important Note Regarding Hotel Cancellations: the Four Seasons Resort at the Biltmore has a 21-day cancellation policy and requires a fully non-refundable deposit of all nights’ room and tax to secure your reservation. Should you need to cancel, your cancellation must be received with 21-days prior to your confirmed arrival. Your confirmed reservation and the above cancellation policy will be provided in writing, via email, to you from the Four Seasons Resort, The Biltmore.

Parking: overnight valet $38, daily self parking $20

Other hotels in the surrounding area:

Montecito Inn - (0.5 miles away from The Biltmore)
1295 Coast Village Road
Santa Barbara, California 93108
(800) 843-2017

Hilton Santa Barbara Beachfront Resort (2.7 miles away from The Biltmore)
(Formerly the Fess Parker Hotel)

633 East Cabrillo Boulevard 
Santa Barbara, CA 93103
(800) 879-2929

Hyatt Centric Santa Barbara Hotel (2.8 miles away from The Biltmore)
1111 East Cabrillo Boulevard
Santa Barbara, CA 93103
(805) 882-1234

Kimpton Canary Hotel (5 miles away from The Biltmore)
31 West Carrillo
Santa Barbara, CA 93101
(866) 999-5401
(805) 884-0300

The Ritz Carlton Bacara Santa Barbara (17.4 miles away from The Biltmore)
8301 Hollister Avenue
Santa Barbara, CA 93117
(805) 968-0100

Agenda

Agenda

Tuesday, January 7, 2020
10:00 AM – 5:00 PM WBA Board of Directors Meetings (Invite Only)
10:00 AM – 6:00 PM Registration Open
5:00 PM – 6:00 PM Welcome Reception (All Attendees)
Wednesday, January 8, 2020
8:00 AM – 4:00 PM Registration Open 
(Closed during luncheon: 12:00 p.m. – 1:15 p.m.)
8:00 AM – 9:00 AM Breakfast
9:15 AM – 9:30 AM Welcome Remarks & Opening Keynote Introduction

Steve Andrews 
President & CEO
Western Bankers Association
9:30 AM – 10:30 AM Opening Keynote Address

Three Megatrends and Four Best Practices
That Will Shape Your Business Future


Richard Karlgaard
Publisher and Futurist
Forbes Media
10:30 AM – 10:50 AM Refreshment Break
11:00 AM – 12:00 PM Learning Sessions – Series 1

Learning Session #1


M&A Outlook for 2020

- Aaron Axton, Principal, Keefe, Bruyette & Woods
- Jeff Wishner, Managing Director, Keefe, Bruyette & Woods
- Caspar Bentinck, Managing Director, Sandler O’Neill + Partners, LP
- David Sandler, Principal, Sandler O’Neill + Partners, LP


Learning Session #2

Facing the Liquidity Challenge Head On

Mark Haberland 
Managing Director
Darling Consulting
12:00 PM – 1:15 PM Luncheon
1:30 PM – 2:45 PM General Session

U.S. and California Economic Outlook​

Chris Thornberg
Founder 
Beacon Economics
2:45 PM – 3:15 PM Refreshment Break
3:15 PM – 4:30 PM Peer Networking Exchange
5:00 PM – 6:00 PM Reception
6:00 PM – 8:00 PM Dinner/Entertainment
Thursday, January 9, 2020
7:30 AM – 12:00 PM Registration Open
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:00 AM Learning Sessions – Series 2

Learning Session #1


The Latest on California’s Privacy Act

Kevin Gould
SVP, Government Relations
California Bankers Association

Nancy Thomas 
Partner
Morrison & Foerster LLP


Learning Session #2

Cybersecurity Takes a Seat in the Boardroom

Trent Fleming
Trent Fleming Consulting
10:00 AM – 10:30 AM Refreshment Break
10:30 AM – 12:00 PM Closing Keynote Speaker

Steve Hatfield
Principal, Global Future of Work Leader
Deloitte Consulting LLP
12:00 PM Conference Adjourns
Speakers

Richard Karlgaard
Publisher and Futurist
Forbes Media

One of the most influential and respected figures in the technology, economic, and business worlds, Rich Karlgaard advises audiences on how to harness an organization’s strengths to maximize business opportunities in a fast-changing global marketplace.

Speakers

Chris Thornberg, PhD
Founder
Beacon Economics

Christopher Thornberg founded Beacon Economics LLC in 2006. In 2015, Dr. Thornberg also became director of the UC Riverside School of Business Center for Economic Forecasting and Development and an adjunct professor at the School.

Speakers

Steve Hatfield
Principal, Global Future of Work Leader
Deloitte Consulting LLP

As the Global Future of Work Leader for Deloitte Consulting, Steve advises the world’s most recognized global organizations on bringing to life the trends impacting the future of work, workforce and workplace. With more than 30 years of experience advising global organizations, Steve specializes on activating strategy, defining a preferred future, addressing workforce trends, implementing agile and resilient operating models, and transforming cultures oriented to growth, innovation and agility.

Speakers

Jeff Wishner
Managing Director
Keefe, Bruyette & Woods

Jeffrey J. Wishner is a Managing Director in the San Francisco office at Keefe, Bruyette & Woods. Mr. Wishner has 25 years of experience advising West Coast banks, thrifts and financial institutions on mergers and acquisitions and capital raising transactions.

Speakers

Caspar Bentinck
Managing Director
Sandler O’Neill + Partners, LP

Caspar Bentinck is a Managing Director in the Investment Banking Group of Sandler O’Neill + Partners, L.P. Based out of the firm’s San Francisco office, he has extensive financial industry experience with a specific focus on mergers and acquisitions and capital raising for banks and thrifts. In the last several years, he has helped raise over $100bn globally in the debt and equity capital markets and advised on some of the largest bank mergers in the Western region.

Speakers

David Sandler
Principal
Sandler O’Neill + Partners, LP

David C. Sandler is a Principal and Co-Head of Investment Banking at Sandler O’Neill + Partners, L.P. He works with the firm’s West Coast clients in all aspects of strategic planning and franchise value enhancement, including asset/liability management, mergers and acquisitions and corporate finance.

Speakers

Mark Haberland
Managing Director
Darling Consulting

Mark is a Managing Director at Darling Consulting Group. In this role, Mark works directly with financial institutions to strengthen their asset liability management process. He provides support to clients in the areas of liquidity risk management, capital, ALM modeling and reporting and regulatory compliance.

Speakers

Kevin Gould
SVP, Government Relations
California Bankers Association

Kevin Gould joined the California Bankers Association (CBA) in 2004, bringing with him more than seven years of legislative experience. In his role as senior vice president and director of state government relations, he oversees the management and operation of CBA’s state and federal government relations department and also serves as one of CBA’s three registered lobbyists.

Speakers

Nancy Thomas
Partner
Morrison & Foerster LLP

Nancy Thomas is a partner in Morrison & Foerster’s Financial Services Litigation Practice Group. Ms. Thomas is a consumer class action and enforcement lawyer who represents financial services companies in court and in administrative proceedings.

Speakers

Steve Andrews
President & CEO
Western Bankers Association

Steve Andrews is the president & CEO of the Western Bankers Association and manages the affairs and day to day operational aspects of the association and all its divisions. In his role as CEO he is one of the foremost advocates of the banking industry and the important role banks play in our communities and economy.

Sessions

M&A Outlook for 2020

The session will explore the current M&A environment in the western region and the outlook for 2020. The session will take the perspective of both the buyer and seller and discuss the elements of what makes a deal come together successfully, and what can negatively impact a deal. Both quantitative measures and qualitative concerns will be reviewed in this interactive session.

Sessions

Facing the Liquidity Challenge Head On

Loan growth is outpacing deposit growth. Loans are becoming a higher percentage of total assets. Wholesale funding levels are increasing and the potential for deposit attrition continues to grow. Liquidity is under pressure. This session will address the changing liquidity landscape, and what every bank should be doing to develop a “best practice” approach in liquidity management—regardless of the levels of liquidity you have today.

Sessions

The Latest on California’s Privacy Act

Privacy and data security have emerged as a bi-partisan issue, which was demonstrated by the swift passage of the California Consumer Privacy Act (CCPA) of 2018. While businesses are working diligently to comply with the CCPA given its January 1, 2020, effective date, additional reforms designed to protect consumers are on the horizon and efforts by the California Legislature and at the ballot box are sure to encourage other states to act and will prompt conversations at the federal level. Join us for this timely and informative discussion where we will provide an update on the CCPA and foreshadow what we anticipate surfacing during the year.

Sessions

Cybersecurity Takes a Seat in the Boardroom

Matters of technology, including cybersecurity, must be of great importance at all levels of the bank, including the board. This session will take a look at current cybersecurity issues, regulator expectations, and related matters that your board must be educated on. Board members and bank management will gain key insights into how to manage this important business issue, from compliance to protection of bank and customer assets.

Pricing

Pricing

Pricing For

Through 12/17/2019 After 12/17/2019
WBA Bank Member $995 $1,345
WBA Season Pass Holder $995 $995
Bank Non-Member N/A N/A
WBA Associate Member N/A N/A
Guest Registration   
Guest Registration  $495
Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Monday, December 23, 2019. No refund if cancellations are received after Monday, December 23, 2019.

Sponsorship Information

Sponsorship Information

If you are interested or would like more information, please contact:

Rosemary Mignano
Senior Manager, Strategic Partners
(916) 438-4435 or rmignano@westernbankers.com.

A few reasons your organization should sponsor and/or exhibit:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to WBA member banks and institutions in an exclusive environment
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with bank executives
  • Support the Western Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry