Diversity & Inclusion Forum

Hotel

Hotel & Travel

Disney’s Grand Californian Hotel & Spa
1600 Disneyland Dr
Anaheim, CA 92802
(714) 635-2300
(714) 300-7300
Check-in time is 3:00 p.m. and check-out time is 11:00 a.m.

Please note that Disney’s Grand Californian Hotel & Spa is
completely sold out for the evening of Monday, April 29.

Two other nearby hotel options:

Anaheim Marriott
700 West Convention Way
Anaheim, CA 92802
(714) 750-8000
Reservations

Sheraton Park Hotel at Anaheim Resort
1855 South Harbor Boulevard
Anaheim, CA 92802
(714) 750-1811
Reservations

 

To reserve your guest room at Disney’s Grand Californian Hotel & Spa, please click here or contact the resort directly at (714) 635-2300 or (714) 300-7300. The WBA negotiated room rate is $274 single or double occupancy, plus other taxes and fees. An earlier departure or later stay may be subject to an increased room rate. Please note that Disney’s Grand Californian Hotel & Spa is completely sold out for the evening of Monday, April 29.
Please book your room before the hotel room rate expires on Friday, April 5.

Parking: The Grand Californian charges guests $20 a day for self-parking (up to two vehicles) or $30 for valet.

Agenda

Agenda

Monday, April 29

4:00 PM – 6:00 PM Welcome Reception
  Tuesday, April 30
7:30 AM – 4:00 PM Registration & Marketplace Open
7:30 AM – 8:30 AM Breakfast
8:30 AM – 10:00 AM Opening General Session

Diversity & Inclusion Panel

Sarah Salk
VP Chief of Staff & OMWI
Federal Home Loan Bank of San Francisco

Dee McDougal
SVP, Diversity & Inclusion
Pacific Western Bank

Heather Ames
SVP, Director of Human Resources
Montecito Bank & Trust
10:00 AM – 10:30 AM Refreshment Break
10:30 AM – 11:30 AM General Session

Boost Profits: How Diversity & Inclusion Boost Your Bottom Line (Moderated Panel)

Cyndie Chang
Managing Partner
Duane Moris LLP

Michele Gil
Managing Partner
Chrisman & Company

Carlton Jenkins
President
MJC Partners

Michelle Martinich
EVP, Chief Financial and Administration Officer
American Riviera Bank
11:30 AM – 12:30 PM Lunch & Pay It Forward Initiative

The Pajama Program

Jinky Steinberg
Chapter President
The Pajama Program
12:30 PM – 1:30 PM General Session

The Making of a Diversity Champion: Beyond the CEO

Michael Wilson
President & CEO
Federal Home Loan Bank of Des Moines

Nancy Betz
Chief Human Resources, Administrative & OMWI Officer
Federal Home Loan Bank of Des Moines
1:30 PM – 1:50 PM Dessert & Refreshment Break
1:50 PM – 2:50 PM Peer Exchange Sessions
3:00 PM – 4:00 PM Closing General Session

Strategies for Communication & Ascension

Sarita Maybin
Motivational Speaker, Communication Expert, Author
Speakers

Sarah Salk
Senior Vice Present, Chief of Staff and D&I Officer, Federal Home Loan Bank of San Francisco

Sarah Salk is a Senior Vice Present, Chief of Staff and D&I Officer leading the Office of Diversity and Inclusion at Federal Home Loan Bank (FHLB) of San Francisco. She joined the Bank in 2015, and currently is responsible for the oversight and implementation of the Bank’s diversity and inclusions programs across workforce, supplier, financial transactions and employee engagement groups.

Speakers

Dee McDougal
Senior Vice President, Diversity & Inclusion, Pacific Western Bank

Dee McDougal is Senior Vice President, Diversity & Inclusion at Pacific Western Bank, a national provider of commercial banking services to startups, small and medium-sized businesses, and their investors. Dee directs Pacific Western Bank’s corporate diversity and inclusion strategy, where she focuses on creating innovative, sustainable plans and programs that promote diversity and inclusion across the bank’s stakeholder groups.

Speakers

Heather Ames
SVP, Director of Human Resources, Montecito Bank & Trust

Heather Ames is the Director of Human Resources, Senior Vice President and Diversity and Inclusion Officer at Montecito Bank & Trust, a community Bank on the Central Coast of California. She has over 17 years of extensive HR experience in the medical and financial services industries. She serves on the Bank’s senior leadership team supporting the Board of Directors and Executive Committee in meeting the Strategic Objectives of the organization. She also manages the Organizational Learning Department and leads the talent and leadership development at the Bank. 

Speakers

Michele Gil
Managing Partner, Chrisman & Company

Michele Andujo Gil is the Managing Partner of Chrisman & Company, a Los Angeles based retained executive search firm focused on servicing the financial services industry. The firm conducts searches for C-level executives, senior management and Board of Directors. She has more than 20 years of executive recruiting experience with a particular focus on board of director, retail/consumer banking, private banking/wealth management, human resources, and marketing searches.

Speakers

Carlton Jenkins
President, MJC Partners

Carlton Jenkins is President of the financial services division at MJC Partners. In his capacity as President, he provides oversight and ongoing strategic direction to a team of professionals focused on providing the highest level of service, best in class execution and industry knowledge to the firm’s financial services clients.

Speakers

Michelle Martinich
EVP, Chief Financial and Administration Officer, American Riviera Bank

In her 18-year career, Mrs. Martinich has gained extensive knowledge and experience in performing complex financial modeling such as asset liability management, funds transfer pricing, and profitability and risk management. Mrs. Martinich was a member of the organizing management team for American Riviera Bank and has served as the CFO since the Bank’s inception in 2006. As of June 1, 2018, Mrs. Martinich serves as the Chief Financial and Administrative Officer.

Sessions

The Making of a Diversity Champion: Beyond the CEO

Building an inclusive culture and a diverse work environment has huge potential benefits for your bank. Strategy and advocates are two critical keys. While it’s true CEO and senior level commitment is vital, senior leaders can’t drive these results alone.

Sessions

Strategies for Communication & Ascension

In this interactive presentation, you will learn how to communicate in a way that gets your ideas heard and encourages the cooperation of others. Sarita will also share her top ten positive communication phrases and her two “green jello” principles of conflict resolution.

Pay It Forward Initiative

Pay It Forward Initiative
Pajama Program

The Pajama Program believes every child, no matter their circumstances, has the inherent right to a loving good night, complete with the comforting bedtime ritual of changing into pajamas and enjoying a story. After all, good nights are good days! WBA will be accepting donations of new pajamas and books for infants, children, and teens during the conference. A representative from the Pajama Program’s Southern California chapter will join us during the conference lunch to accept your generous donations.

We will be collecting pajamas and books for the children at the conference. The pajamas and/or books should be new and appropriate for newborns to youth/juniors (ages 0-16).

For more information please visit the Pajama Program website here or contact Montana Townsend at (916) 438-4427 or mtownsend@westernbankers.com.

CPE Credits

CPE Credits

The 2019 Diversity & Inclusion Forum has been granted 5 CPE Credits. The Western Bankers Association is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors.