To change your logo go to the 'Page Master' under the 'Design' menu


2014 Annual Conference

May 14th-16th, 2014

Ojai Valley Inn & Spa | Ojai, CA



Overview Agenda Featured Speakers Sponsors Registration Venue

Wednesday May 14th, 2014

2:00p.m. - 5:00p.m. - Conference Registration and Exhibition Set Up

         Location: Hacienda Foyer


6:00p.m. - 8:00p.m. -  Dinner Reception (ALL ATTENDEES ARE INVITED)

         Location: Hacienda BCD


Thursday May 15th 2014

7:00a.m. -  5:00p.m. - Conference Registration

         Location: Hacienda Foyer


7:00a.m. – 5:00p.m. - Exhibition Booths

         Location: Hacienda Foyer


7:00a.m. -  8:00a.m. -  Breakfast

         Location: Shangri-La Pavillion


8:30a.m. - 9:30a.m- Federal Regulatory Limitations on Special Assets

         Location: Hacienda BCD


                David Morrison, SVP, Special Assets, City National Bank


                Jeff Curry, Director, AERS/Governance, Regulatory & Risk Strategies/Financial Services, Deloitte & Touche


9:50a.m- 10:50a.m. - Hot Topics in Special Assets

         Location: Hacienda BCD


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


                David Kopolow, SVP, Special Assets Manager, US Bank

                Bruce Nelson, SVP, Special Credits Manager, Banner Bank

                Leslie Reuter, SVP & Manager, Commercial Special Assets, California Bank & Trust


11:00a.m. - 12:00p.m. - Breakout Sessions

          Thinking Outside the Box: Effective Recovery and Collection Tactics

          Location:  Hacienda A

                   Robert Riiska, Senior Managing Director, Focus Management Group

                   Barry Smith, Shareholder, Buchalter Nemer

                   Tom Turner, SVP, Special Assets Manager, Grandpoint Bank


          Environmental Issues in Special Assets

          Location: Maravilla Vista

                   Joseph Derhake, President, Partner Engineering and Science

                   Franklin R. Fraley, Attorney at Law, Fraley & Associates

                   Joel Steiner, SVP, Special Assets Group, Union Bank


         Private Equity and Hedge Funds: New Strategies & Tactics

        Location: Nordhoff Room

                   Sidney Jordan, SVP & Manager, Loan Acquisition Unit Syndication Divison, Bank of the West

                   Tingting Zhang, President, TerraCotta Group


         The Beginning of the End: Special Requirements Arising from Loss Sharing Arrangement

         Location: Garden Room

                  Lisa Greer Quateman, Managing Partner, Polsinelli

                  Robert Stoner, Manager, Policy- Risk Sharing Asset Management, Division of Resolutions and Receiverships, FDIC

                  Prathit Thaker, VP, Loss Share Portfolio Risk Management, Rabobank

                  Mike Zandpour, SVP, Senior Counsel, City National Bank


12:20p.m. - 1:30p.m. - SAMA Lunch

          Location: Shangri-La Pavillion


2:00p.m. -  3:00p.m. - Breakout Sessions

         General Assignments and Receiverships

         Location: Hacienda A

                 Joel Minamide, SVP, Special Assets Group, US Bank

                 Wayne Terry, Partner, Hemar Rousso & Heald

                 Joel Weinberg, CEO, Insolvency Services Group

                 Doug Wilson, CEO, Douglas Wilson Companies


         Don’t Fear the Unknown: Using Bankers’ Self Help Remedies

         Location: Maravilla Vista

                 Joel Berman, Partner, Jeffer Mangels Butler & Mitchell

                 William Freeman, Partner, Katten Muchin Rosenman

                 Jerry McDermott, SVP, Special Assets Department, City National Bank


        Selected Issues in Accounting and Risk Grading

        Location: Nordhoff Room

                 Robert McGibbons, District Manager, FDIC-Los Angeles

                 Larry Schiff, Principal, Unicon Financial


         Swaps and Derivatives Made Easy

         Location: Garden Room

                Caroline Galanty, SVP, Assistant General Counsel, Legal Department, Bank of America

                Stuart Richter, Partner, Katten Muchin Rosenman


3:00p.m. - 3:30p.m. - Refreshments

         Location: Hacienda Foyer


3:30p.m. - 4:30p.m. - A Fresh Perspective from the Executive Management

         Location: Hacienda BCD


            Carlos Chacon, EVP, Credit Risk Management, OneWest Bank


            David Misch, CEO, Community Bank

            Christopher Warmuth, President, City National Bank

            Jared Wolff, President, Pacific Western Bank


6:00p.m. - 8:00p.m. - SAMA Mixer (ALL ATTENDEES ARE INVITED)

        Location: Herb Garden Upper Lawn & Pergola


Friday May 16th, 2014

7:00a.m. - 12:00p.m. -  Conference Registration

        Location: Hacienda Foyer


7:00a.m. -  12:00p.m. - Exhibition Booths

        Location: Hacienda Foyer


7:00a.m. - 8:00a.m. - Breakfast

        Location: Anacapa Foyer


8:30a.m. - 9:30a.m. - Current Trends in Advanced Chapter 11 Cases

        Location: Hacienda BCD


              Elizabeth Khachigian, SVP & Assistant General Counsel, Comerica Bank


              Lance Jurich, Partner, Loeb & Loeb

              David McCarty, Partner, Sheppard, Mullin, Richter & Hampton

              Michael VanderLey, Senior Managing Director, FTI Consulting


9:50a.m. - 10:50a.m. - SAD Resources in a Changing Economy

        Location: Hacienda BCD


             Seth Moldoff, SVP, Division Manager, Credit Resolution Group, Wells Fargo


             Kim R. Bingham, EVP & Chielf Risk Officer, Cathay Bank

             Lindsay Gordon, Executive Director, Canadian Imperial Bank of Commerce


11:00a.m. - 12:00p.m. - Breakout Sessions

        Alternative Dispute Resolution Techniques: Judicial Reference, Arbitration, Mediation, BDRP

        Location: Maravilla Vista

              Bernard Resser, Partner, Greenberg Glusker

              Richard Rogan, Partner, Jeffer Mangels Butler & Mitchell


        Dealing with SBA Pitfalls

       Location: Garden Room

              Steve Bloom, President, Frandzel Robins Bloom & Csato

              Rebecca Mendoza, Associate, J.R. Bruno & Associates

              Anthony Parker, SVP, SBA Credit Administrator, Community Bank


        Fraud Indicators Inside and Out

       Location: Anacapa 4

             Jeff Brandlin, President, Brandlin and Associates

             Larry Scherzer, President, Scherzer International


       Is All the Low Hanging Fruit Gone? Working Through the Remianing "Sticky" Non-Performing Assets

        Location: Anacapa 5

             Gregory Bloyd, SVP, Special Credit, TerraCotta Group

             Sue E. Geiger, SVP, Special Assets Group, US Bank

             Jim Ketchersid, SVP, Special Assets Department Manager, Farmers & Merchants Bank


12:20p.m. - 1:30p.m. - SAMA Lunch with a Regulator- Tom Cunningham

       Location: Anacapa Foyer


*Agenda and locations of sessions are subject to change.