BANK PRESIDENTS SEMINAR January 7-9, 2019 Four Seasons Biltmore Santa Barbara, CA - Western Bankers Association
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2019 BANK PRESIDENTS SEMINAR January 7–9, 2019 WHO SHOULD ATTEND FOUR SEASONS BILTMORE Member Bank Santa Barbara, CA Presidents & CEOs 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 Biltmore in Santa Barbara. In past years, the Bank Presidents Seminar was one of the most important meetings for me to attend. It allowed me to network with colleagues, build professional friendships, and learn from my peers. All of these connections have proved invaluable in my career.” — BRIAN RILEY • President & CEO, Mohave State Bank, Arizona For more information about the Bank Presidents Seminar, please visit: www.westernbankers.com/BPS19 2
Schedule At-A-Glance Monday • January 7, 2019 Wednesday • January 9, 2019 12:00 PM – 6:30 PM Registration Open 7:00 AM – 12:00 PM Registration Open 10:30 AM – 12:30 PM WBA Executive Committee 7:00 AM – 8:00 AM Breakfast Meeting with Working Lunch 8:00 AM – 9:00 AM General Session: 1:00 PM – 2:30 PM WBA Board of Directors Meeting Economic Update Dr. Lindsey Piegza • Chief Economist, 3:00 PM – 4:30 PM Banker Benefits Board of Managing Director, Stifel Financial Corp. Directors Meeting 9:10 AM – 10:10 AM General Session: 5:00 PM – 6:30 PM Welcome Reception (all attendees) Fintech Update 6:30 PM – 8:30 PM WBA & Banker Benefits OCC Office of Innovation Board Dinner 10:10 AM – 10:30 AM Break Evening Open for Vendor Dinners 10:30 AM – 12:00 PM Closing General Session Leading Successful Teams Tony La Russa • MLB HOF 2014 Tuesday • January 8, 2019 Boston Red Sox VP, Special Assistant to the President of Baseball Ops 7:00 AM – 4:30 PM Registration Open 12:30 PM – 2:00 PM CBA Past Chairman’s Lunch 8:00 AM – 9:00 AM Breakfast Buffet 9:00 AM – 10:30 AM Opening General Session: A Conversation with the Chairman Jelena McWilliams • Chairman The agenda can also be viewed online at: Federal Deposit Insurance Corporation www.westernbankers.com/BPS19 10:30 AM – 10:50 AM Refreshment Break 11:00 AM – 12:00 PM General Session: How to Make Winning Decisions in Turbulent Times Dan Siciliano • Fellow, Stanford Law School and Emeritus Co-Director Stanford’s Directors’ College 12:00 PM – 1:30 PM Luncheon One of the negatives of relocating to the Fund-a-Need to support CBA’s Federal PAC northwest was I was no longer eligible 1:30 PM – 2:45 PM Peer Exchange Session to attend the annual Bank Presidents 2:45 PM – 3:15 PM Refreshment Break Seminar. I’m thrilled that as a result of the merger between WIB and CBA, that I will 3:15 PM – 4:30 PM General Session: now be eligible to attend this great and very Cybersecurity informative elite gathering.” Gary Loveland • Principal – Cybersecurity PricewaterhouseCoopers, LLP — JOE KILEY • President, CEO & Director 5:00 PM – 6:00 PM Reception First Financial Northwest Bank, Washington 6:00 PM – 8:00 PM Dinner & Evening Entertainment 3
Keynote Session Speaker Profiles With three World Series titles and six pennants to his name, Tony La Russa is widely considered one of the best managers in Major League Baseball history, yet the insights he shares are bigger than baseball: leadership qualities and a determined approach to preparation that inspire greatness in others. TONY LA RUSSA La Russa’s approach to winning is embodied in a relentless style for competing at the highest Former Major League levels; it’s a strategy that has helped this legendary manager of the Chicago White Sox, the Baseball Manager Oakland Athletics, and the St. Louis Cardinals clinch an almost unheard of three World Series titles, six pennants, and innumerable record-breaking victories. La Russa was unanimously elected to the Baseball Hall of Fame by the expansion era committee and he came out of retirement to be the chief baseball officer of the Arizona Diamondbacks. Known for his dogged approach to the game, La Russa rose above his counterparts through studying the facts, a potent strategy that allows him to trust his leadership instincts and which leads to great achievement both on and off the field. Jelena McWilliams is the chairman of the Federal Deposit Insurance Corporation (FDIC). She was nominated by the president in November 2017 and confirmed by the senate in May 2018 to serve a six-year term on the FDIC board of directors, five as the chairman. McWilliams was the executive vice president, chief legal officer, and corporate secretary for JELENA Fifth Third Bank in Cincinnati, Ohio. Previously, she worked in the U.S. Senate for six years, most recently as chief counsel and deputy staff director with the Senate Committee on MCWILLIAMS Banking, Housing and Urban Affairs, and previously as assistant chief counsel with the Senate Chairman Federal Deposit Small Business and Entrepreneurship Committee. McWilliams also previously served as an Insurance Corporation attorney at the Federal Reserve Board of Governors. 4
Four Seasons Biltmore Santa Barbara, CA 1260 Channel Drive Santa Barbara, CA 93108 Phone: (805) 565–8299 Hotel & Accommodations WBA’s room block at the Four Seasons Airfare Biltmore Hotel is nearly sold out; please The following airlines have flights to Santa Barbara book your reservation as soon as Municipal Airport: Alaska Airlines, United Airlines, possible. The hotel cut-off date is Friday, Delta Airlines and American Airlines. Please consult your preferred travel search engine for best airfares. December 7, 2018. To reserve your guest room, contact the resort directly at Hotel Parking and Ground Transportation (805) 565–8229, (888) 424–5866, or visit The resort offers complimentary day valet parking. westernbankers.com/BPS19 to reserve Self-parking surrounding the property is $20 per your room online. night, per vehicle, and overnight valet parking is $38 per night, per vehicle. If you are flying, you may use the Santa Barbara, Los The WBA negotiated room rate is $425 during Angeles, or Burbank airports. The Santa Barbara the scheduled program dates. An earlier Airport is approximately a 20-minute drive to the Four Seasons Biltmore. departure or later stay may be subject to an increased room rate. Biltmore check-in time is Special Dietary or Physical Needs 4:00 PM and check-out time is 12:00 PM. Please Any attendee with special dietary or physical needs note that a nightly fee of $65 per room will should indicate so on the registration form or contact be added to guest rooms with three or more Trish Lenkiewicz at (916) 438–4406 or persons aged above 18 years. tlenkiewicz@westernbankers.com. Important Note Regarding Hotel Cancellations The Four Seasons 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 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 Biltmore. 5
General Information Before After REGISTRATION FEES Dec.12 Dec.12 Sponsorship Opportunities Please contact Rosemary Mignano at (916) WBA Member Bank $995 $1,345 438-4435 or rmignano@westernbankers. com to obtain pricing and a complete list Spouse Fee $495 $495 of available sponsorships for this event. Additional sponsorship information is also Please register by December 12, 2018 to be included in available on our website at: the list of participants. The WBA member registration westernbankers.com/BPS19 fee covers the cost of program sessions, speakers, and all meal functions. The spouse fee includes scheduled conference social gatherings, meal functions, and a planned spouse activity. Staff Contacts For more information on the 2019 Bank Spouse Program Presidents Seminar, please contact: A cooking demonstration, lunch, and wine pairing will take place from noon to 2 PM on Tuesday, Trish Lenkiewicz January 8. Additional guest activity details to follow. Membership Relations Manager (916) 438-4406 tlenkiewicz@westernbankers.com Registration Information Register online at westernbankers.com/BPS19 Jennifer Benson or complete and mail the registration form on the VP, Conferences right with payment to: (916) 438-4416 jbenson@westernbankers.com Western Bankers Association Attn: Accounting Dept – A/R 1303 J Street, Suite 600 For more information about the Sacramento, CA 95814 Bank Presidents Seminar, please visit: westernbankers.com/BPS19 Cancellation Policy Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by December 21, 2018. No refund if cancellations are received after December 21, 2018. 6
BANK PRESIDENTS SEMINAR Registration Form January 7–9, 2019 • Four Seasons Biltmore • Santa Barbara, CA Mail this form to: Ways to Register online at: Email this form to: Western Bankers Association Register www.westernbankers.com/BPS19 registrations@westernbankers.com Attn: Accounting Dept. – A/R 1303 J Street, Suite 600 Sacramento, CA 95814 Registration Information One registrant per form, type/print clearly. Your information will be published on the conference attendee list as it appears here. (This event is only open to WBA members and sponsors.) Bank / Firm Name Position Title Nickname (for name badge) Telephone Email Address Street Address City State Zip Code For Confirmation: Assistant Preparer Assistant / Preparer Email Address Fee Summary 2019 Bank Member of WBA: $1,345 (Early-bird price – Save $350 before December 12: $995) $ Spouse Fee: $495 $ Spouse Name: Spouse Email: Payment Information Cancellation Policy Check payable to Western Bankers Association Registration fees less a $75 processing fee per registrant will be Charge my credit card: Visa Mastercard Discover American Express refunded if cancellation is received by December 21, 2018. No refund if cancellations are received after Card Number Exp Date December 21, 2018. Registration questions? Contact Cardholder Name Zip Code Signature Trish Lenkiewicz at (916) 438–4406 or tlenkiewicz@westernbankers.com. For WBA use only CRM # Reg ID CK # AMT Date Iss Ind ID Check: Corp / Personal Date Dep By Date By 7
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