Agenda

Agenda
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
  Compliance

Complaint Management:
Identifying, Addressing, Reporting


Jason Spelliscy, CRCM, CAMS
Managing Principal
Capco
  CFO & Finance

The Latest & Greatest in Accounting

Tullus Miller
Partner
Moss Adams

Theresa Wright
Senior Manager
Moss Adams
  Risk

Information Security & Risk Assessments

Jeremy Conway
Chief Technology Officer

MAD Security
  HR & Training

Mental Health & Wellness in the Workplace

Ingrid Owen
Performance Specialist
Insperity
  Technology & Ops

Top Exam Trends in Cybersecurity

Rita Lucivero
IT Assurance Supervisor​

Wolf & Company, P.C.
  Marketing

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
  Compliance

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​
  Risk

Banking Cryptocurrency: BSA and Risk Considerations

Matthew Hagen
Senior Regulatory Compliance Consultant
CLA
  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
  Marketing

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
  Compliance

The Emerging Landscape of CRA Reform

Robert Cardwell
Managing Principal
Capco​
  CFO & Finance

Strategies for Driving Overall Bank Performance
through the Investment Portfolio


Brian Battle
Director
Performance Trust
  Risk

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
Founder
Tech Contract Academy
  Marketing

Selling More with Less:
Marketing Analytics Success Stories


Nate Derby
CEO
Stakana​
4:30 PM – 5:30 PM General Session

Regulatory Update

Janet Kincaid
Deputy Regional Director (Compliance)​
FDIC
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
  Compliance

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
  Risk

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
  Marketing

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
  Compliance

Spotting Issues in the Most Important
Due Diligence Documents


Leticia Saiid
Security+, Executive Assistant
CoNetrix​
  CFO & Finance

Implementing the New Lease Standard

Michael Green
Partner
Squar Milner

James Clark
Manager
Squar Milner
  Risk

Banking Cannabis with Eyes Wide Open (Panel)

Moderator
Chris Cook
Chief Compliance Officer & Co-Founder​
StandardC​


Panelists
Erin Gore
Founder & CEO
Garden Society

Richard Laiderman 
Executive Chair & Co-Founder
StandardC

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
Principal
Wolf & Company, P.C.
  Marketing

Workshop
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