Sunday, August 25
2:00 PM – 4:00 PM Registration Open
4:00 PM – 5:30 PM Welcome Reception
7:00 PM – 9:30 PM Bonfire & S’mores

(Please make sure to sign up for this complimentary
activity when registering for the conference)
Monday, August 26
7:00 AM – 5:30 PM Registration Open 
7:30 AM – 1:00 PM Marketplace Open
7:30 AM – 8:30 AM  Breakfast
8:30 AM – 10:00 AM Welcome Remarks, EDP Graduation Ceremony
& Opening General Session

On Fire: Choices to Ignite a Radically Inspired Life

John O’Leary
Inspirational Speaker & Author
10:00 AM – 11:00 AM Dedicated Marketplace Time with Refreshments
11:00 AM – 12:00 PM Learning Sessions

Complaint Management:
Identifying, Addressing, Reporting

Jason Spelliscy, CRCM, CAMS
Managing Principal
  CFO & Finance

The Latest & Greatest in Accounting

Tullus Miller
Moss Adams

Theresa Wright
Senior Manager
Moss Adams

Information Security & Risk Assessments

Jeremy Conway
Chief Technology Officer

MAD Security
  HR & Training

Mental Health & Wellness in the Workplace

Ingrid Owen
Performance Specialist
  Technology & Ops

Top Exam Trends in Cybersecurity

Rita Lucivero
IT Assurance Supervisor​

Wolf & Company, P.C.

Moving Your Bank Into the Digital World

Zaid Akhter
Vice President, Sales
Computer Services, Inc.​
12:00 PM – 1:00 PM Lunch in Marketplace
1:00 PM – 2:00 PM Learning Sessions

ERM Compliance for the Boardroom:
How to Report in a Way They’ll Understand

Randy Marsicano
Professional Services Senior Manager
WolfPAC Solutions
  CFO & Finance

Preparing for Life after LIBOR

Brett Manning, CFA
SVP & Director, Funding Product Group
FHLB Des Moines​

Banking Cryptocurrency: BSA and Risk Considerations

Matthew Hagen
Senior Regulatory Compliance Consultant
  HR & Training

Developing Meaningful Job Descriptions

Justin Tibbet
AVP, Senior HR Generalist
Savings Bank of Mendocino
  Technology & Ops

Vendor Management: Aligning Risk Management Practices &
Business Objectives to Ensure Successful Outcomes

Laurel Sykes
EVP, Chief Compliance & Risk Officer
American Riviera Bank

Personality of the Brand: the Future of Business

Lesley Everett
Speaker & Leadership Brand Coach
Walking TALL Training & Consulting, Inc.​
2:00 PM – 2:15 PM Refreshment Break
2:15 PM – 3:30 PM Peer Exchange Sessions
3:30 PM – 4:30 PM Learning Sessions

The Emerging Landscape of CRA Reform

Robert Cardwell
Managing Principal
  CFO & Finance

Strategies for Driving Overall Bank Performance
through the Investment Portfolio

Brian Battle
Performance Trust

How to Handle What You Don’t Know About ERM

Mike Cohn
Director, Member of the Firm
WolfPAC Solutions
  HR & Training

Understanding Behavior

Rick VanDermyden
Leadership Development Coach & Speaker
  Technology & Ops

Cloud Computing Contracts:
How Banks Can Get the Best Terms

David Tollen
Tech Contract Academy

Selling More with Less:
Marketing Analytics Success Stories

Nate Derby
4:30 PM – 5:30 PM General Session

Regulatory Update

Janet Kincaid
Deputy Regional Director (Compliance)​
5:30 PM – 8:00 PM Reception & Dinner (Casino Night in Marketplace)
Tuesday, August 27
7:00 AM – 4:30 PM Registration Open
7:30 AM – 3:30 PM Marketplace Open
7:30 AM – 8:30 AM  Breakfast
8:30 AM – 9:30 AM  General Session

The Benefits of Successfully Navigating Change in an
Ever-Changing Banking World

Scott Lesnick
Speaker & Author
Successful Business Solutions, LLC
9:30 AM – 10:30 AM Learning Sessions

Avoiding Surprises in Mortgage Servicing

Jim Shankle, CFSA
Managing Director
CrossCheck Compliance​
  CFO & Finance

Breakdown the Silos: Turn Your ALCO into a Profit Center
Through a Collaborative Focus

Mark Haberland
Managing Director
Darling Consulting Group

Dancing with Fintech in Risk Shoes

Barbara Boccia, CRCM, MBA, JD
Senior Director & Manager
US Advisory Services & Regulatory Relations
Wolters Kluwer
  HR & Training

Start with Strategy: How to Build an 
Inclusion-Centered Diversity Program

Dee McDougal
SVP, Diversity & Inclusion
Pacific Western Bank
  Technology & Ops

Emerging Cybersecurity Threats

Jeremy Conway
Chief Technology Officer
MAD Security

Social Media Platforms: What, Where, Why, and When​

Shelley Wetton
SVP, Chief Marketing Officer
Five Star Bank​
10:30 AM – 11:00 AM Refreshment Break
11:00 AM – 12:00 PM General Session

Economic Update

Dr. Jim Doti
President Emeritus & Professor of Economics
Chapman University
12:00 PM – 1:00 PM Lunch in Marketplace
1:00 PM – 3:00 PM Fintech Forum
1:00 PM – 2:00 PM   
Robert Morgan, VP of Emerging Technologies, ABA

2:00 PM – 3:00 PM    FRBSF Fintech Navigate Panel
Facilitator: Mongkha Pavlick, Group Vice President
- Kaitlin Asrow, Fintech Policy Advisor
- Michael Gaston, Innovation Strategist
3:00 PM – 3:30 PM Refreshment Break
3:30 PM – 4:45 PM Moderated Peer Exchange Sessions 
(Technology, Fintech & Innovation)
Moderator: Matt Helmers
Senior Innovation Manager, Fintech & Cybersecurity
Plug and Play
  Evening Open for Vendor Dinners
Wednesday, August 28
7:00 AM – 12:30 PM Registration Open
7:30 AM – 11:00 AM Marketplace Open
7:30 AM – 8:30 AM  Breakfast & Exhibitor Prize Drawings
8:30 AM – 9:30 AM Learning Sessions

Spotting Issues in the Most Important
Due Diligence Documents

Leticia Saiid
Security+, Executive Assistant
  CFO & Finance

Implementing the New Lease Standard

Michael Green
Squar Milner

James Clark
Squar Milner

Banking Cannabis with Eyes Wide Open (Panel)

Chris Cook
Chief Compliance Officer & Co-Founder​

Erin Gore
Founder & CEO
Garden Society

Richard Laiderman 
Executive Chair & Co-Founder

Julie Martin-Robinson 
SVP/Compliance Risk Manager 
First Northern Bank
  HR & Training

HR as a Center of Excellence: Making Your Department
the Hub of Culture & Engagement

Jenny Ketchepaw
VP, Programs & Training Manager
Citizens Business Bank​
  Technology & Ops

Inside the World of the Dark Web

Ryan Rodrigue
Wolf & Company, P.C.

Resources & Best Practices

Megan Orloff 
EVP/Chief Strategy Officer 
Montecito Bank & Trust​
9:30 AM – 10:45 AM Peer Exchange Sessions
10:45 AM – 11:00 AM Refreshment Break & Prize Pickup
11:00 AM – 12:30 PM Closing General Session

Blaze a Trail:
Ignite the Fire Within to Prepare for the Future

Jessica Rector
Speaker & Author
jessICAREctor International
12:30 PM Conference Adjourns