Newport Beach Conference Agenda and Speaker Information

EBA 2018 Winter Conference

Newport Beach, California | January 14 - 17, 2018

 

Registration Agenda & Speakers Sponsorship Hotel Info Destination Info


EBA Gives Back Project

EBA Conference attendees are invited to join us for
EBA Gives Back: Your choice to participate a local, charity activity taking place on
Sunday, January 14 from 8am -12noon
:

more details coming soon

 
To sign up, add the optional ticket to your registration.


Conference Agenda last updated on: 8/11/17


Please note this agenda is preliminary and is subject to change until final agenda is published.


Conference educational overview:

Leading and Lagging Indicators

For this conference, we zoom up to the 50,000 foot level to look at how programs at the state level can serve as leading indicators and also when we should not look to state programs as a model for the rest of the United States or the world.  

We’ll be taking deep dives into case studies and then linking them back to these bigger trends.  And we’ll look at some of the non-bank financing activity in the United States and how these institutions identify and manage environmental risks.

 

Sunday, January 14, 2018
 

8:00 AM  - 12:00 PM                            

 

EBA Gives Back Project

Meet in Hotel Lobby
 
1:00 PM – 4:00 PM   Registration Desk Open  

1:00 PM – 4:00 PM

 

Exhibitor Set-up

 

4:30 PM – 5:00 PM

 

EBA Banker Only Session & Welcome New Bankers


 

4:30 PM – 5:00 PM

 

Welcome session for Affiliate Members

 

5:00 PM – 5:30 PM

 

EBA Business Meeting – All Attendees Welcome

 

5:30 PM – 7:00 PM

  Evening Reception

Sponsored by Partner Engineering & Science        

 
7:00 PM - 8:15 PM   Newport Beach Dine Arounds   Sign up onsite for local restaurant outings. Everyone pays for their own tab!  
Monday, January 15, 2018
 

7:00 AM – 8:00 AM

  Continental Breakfast
Sponsored by EBI Consulting
 

7:00 AM – 4:30 PM

  Registration Desk Open  

7:30 AM – 5:00 PM

 

Exhibits Open

 

8:00 AM – 8:15 AM

 

Opening Welcome & State of the EBA

Bill Sloan and Marty Walters
 
8:15 AM – 9:30 AM
 

Session 1: Compliance and Permits
This session examines how banks evaluate environmental, land use, and development permits for loans to industrial companies, for energy development projects, and for large real estate development projects.

Presented by: To be announced
Moderated by: To be announced

 
9:30 AM – 10:00 AM   Break   Special Thanks to EBA Gold Sponsors  

10:00 AM -- 11:45 AM

 

Session 2: Resiliency and Portfolio Risk Management
We operate in a world of transactions, yet any bank’s success or failure rests on the degree to which their entire portfolio performs under real world conditions.  This session tackles shocks to the system, how we can build in resilience to lending portfolios, and special regional risks.

Presented by: To be announced
Moderated by: To be announced

 

12:00 PM – 2:00 PM

 

Lunch and Breakout Presentations


Lunch Sponsored by: ERI

 

2:00 PM – 3:30 PM

 


Session 3: Case Study on Exide Battery Plant Remediation
After decades of failing to negotiate a hazardous waste recycling permit and concerns about lead emissions polluting residential neighborhoods, California’s Department of Toxic Substances Control has taken over the closure and cleanup of this industrial facility in Los Angeles.  We’ll do a deep dive into the complex risk management issues as well as the environmental issues that arose during underwriting of a corporate loan to the company.

Presented by: To be announced
Moderated by: To be announced

 

3:30 PM – 4:00 PM

 

Break


Special Thanks to EBA Gold Sponsors
 
4:00 PM – 5:00 PM
  Session 4: Consulting Practices and Outsourcing Bank Risk Management
This session focuses on the art and business of providing consulting services to lending institutions, including both banks and equity firms that provide real estate loans.  We’ll also examine how banks are outsourcing the environmental risk function.


Presented by: To be announced
Moderated by: To be announced



 

5:30 PM – 7:00 PM

  Evening Reception
Sponsored by EDR  
7:00 PM - 8:15 PM   Newport Beach Dine Arounds   Sign up onsite for local restaurant outings. Everyone pays for their own tab!  
Tuesday, January 16, 2018
 

7:00 AM – 12:00 PM

 
Registration Desk Open
 
7:30 AM – 8:45 AM
  Board of Governors Breakfast
All Bankers and one member from each sponsor company invited
 

7:30 AM – 9:00 AM

  Continental Breakfast
 

7:30 AM – 1:30 PM

  Exhibits Open
 
9:00 AM – 10:15 AM
 


Session 5: Multi-Factor Mitigants for Contaminated Property
During this session we’ll use a case study in the industrial city of Vernon, California to explore how several layers of environmental risk mitigants can provide a lender with protection when lending on contaminated land.


Presented by: To be announced
Moderated by: To be announced

 

10:15 AM – 10:45 AM

 
Break


Special Thanks to EBA Gold Sponsors
 
10:45 AM – 11:45 AM
 

Session 6: Back to Basics of RECS
This session returns us to the discussion of how complicated issues are analyzed and expressed as Recognized Environmental Conditions.


Presented by: To be announced
Moderated by: To be announced



 
12:00 PM – 2:00 PM
 

Lunch and Breakout Presentations:


Lunch Sponsored by: ERIS


 
2:00 PM – 5:00 PM
 

Concurrent Sessions:

Banker Only Session



Affiliate Only Session


*Includes afternoon break from 3:30 PM - 4:00 PM
Special Thanks to EBA Gold Sponsors

 
 

5:00 PM - 7:00 PM

 

Board of Governors Meeting (closed meeting)

 
Wednesday, January 17, 2018
 

7:00 AM – 9:00 AM

  Registration Desk Open      
8:30 AM - 12:00 PM
 

Workshop for New Environmental Risk Managers

All Conference Attendees and Invited Guests Welcome!

Getting from the Phase I to the Risk Management Decision

  • Phase I Environmental Site Assessments - State of the Practice
  • What Bank Reviewers Look for in a Phase I Report
  • Phase I Considerations
    • Limitations
    • Scope of Work
    • Impact of Timing
    • Consultant Approach
    • Conditions/Features Identified as Risks
  • Phase I Review Elements and Decision Making
    • Recognized Environmental Condition (REC) vs.
    • Recommendations/Required Actions
    • Risk to the Bank: Business Risks vs. Environmental
    • Health/Regulatory Compliance Related Risks
    • Opinion of Consultant vs. Bank’s Risk Tolerance/Perspective
  • Phase II investigations
    • Risk vs. Benefit of Conducting Sampling
    • Contract Considerations
    • Who Orders

Presented by: Stuart Weese, Hancock and Whitney Bank

 

Membership Management Software Powered by YourMembership  ::  Legal