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Pre-Conference Forum May 12, 2010

1:00 – 4:30 p.m. Pre-conference Session Registration

Location: Grand Ballroom Promenade

 

 

1:00 - 4:30 p.m Conference Registration

Location: Grand Ballroom Promenade

 

 

2:30 – 3:30 p.m. Regulatory Guidance on Prudent CRE Loan Workouts

Location: Grand Ballroom D

 

     This inter-disciplinary panel will provide you with insight in:

  • How the regulators really view the changes;

  • How to accurately interpret and follow the guidelines from both a legal and an accounting perspective;

  • What practical concerns seasoned SAG managers have in this regard;

  • Whether and How to adjust your workout process;

  • How these changes will impact your day-to-day CRE workout strategies;

  • How best to detect, evaluate, and handle Troubled Debt Restructures (TDRs)?

  • How to identify risk rating issues and concerns in a declining market?

  • How to classify risky credits?

  • How to create and manage guidelines to set risk rating triggers and targets;

 

     Moderator:

          Gregory Meis, SVP and Special Assets Manager, City National Bank

 

     Speakers:

          Douglas Bartzatt, Department Head of Asset Management, Irvine Office, Federal Deposit Insurance Corporation

          Gregory Bloyd, SVP and Special Assets Manager, Citizens Business Bank

          Kathryn Johnstone, Partner, Morrison Foerster

          Jim VanDeLaarschot, National Bank Examiner, OCC

          Brian Valenti, Supervisory Financial Analyst, US Federal Reserve Board of Governors

          Mike Zandpour, SVP and Sr. Counsel, City National Bank

 

 

3:30 – 3:50 p.m. Refreshment Break

Location: Grand Ballroom Foyer

 

 

3:50 – 4:50 p.m. Special Assets Management Boot Camp for Chief Credit Officers

Location: Grand Ballroom D

 

     This panel will explain:

  • When to incorporate SAG for problem loans?

  • Do you need a dedicated SAG manager or a consultant?

  • What is the most efficient process in training your line officers to evaluate and manage problems loans?

  • How to implement a Mentorship program that works?

  • How to attract top workout professionals with the right salary incentives?

  • How to effectively address the workout issues in the absence of a SAG department?

  • How to optimize your CRE workout strategies in today’s market?

  • How to optimize your C & I workout strategies in today’s market?

  • When is the right time to incorporate professional firms in your workout process?

 

     Moderator:

          Carlos Chacon, Senior Credit Administrator, Union Bank 

 

     Speakers:

          Gregory Bloyd, SVP and SAG Manager, Citizens Business Bank

          Barry Freeman, Partner, Jeffer, Mangels, Butler & Marmaro

          Gregory Meis, SVP and SAG Manager, City National Bank

          Lisa Greer Quateman, Managing Partner, Quateman LLP

          Mike Zandpour, SVP and Sr. Counsel, City National Bank

 

 

6:00-8:00 p.m. Board of Directors Reception Dinner (by invitation only)

Location: Avalon Terrace

Annual Conference

May 12-14,  2010

Four Seasons Resort Aviara, Carlsbad, CA