Newport Beach Conference Agenda

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:

Planned through the Newport Bay Conservancy Center, this year’s Give Back project focuses on the trash clean-up of the Newport Bay area near the Back Bay Science Center. We will be focusing the effort on the area surrounding the facility, along some of the trails, and higher areas of marsh!

Back Bay Science Center - 600 Shellmaker Rd, Newport Beach, CA 92660
Distance: 9 minute walk from the hotel

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





Conference Agenda last updated on: 10/18/17

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

  • EBA Gives Back Project
  • Exhibitor Set-up

  • EBA Banker Only Session & Welcome New Bankers

  • Welcome Session for Affiliate Members

  • EBA Business Meeting – All Attendees Welcome

  • Evening Reception, Sponsored by Partner Engineering & Science

  • Newport Beach Dine Arounds

Monday, January 15, 2018 - Tuesday, January 16, 2018

Planning for the Conference schedule is progressing.  The agenda for the general sessions is coming together nicely, and with a few surprises.  Below is a list of topics. Throughout the two days, we plan to present:

  • A concise and intuitive market and economic update
  • A reporting of results from the EBA Banker Survey completed just weeks ago
  • A “Super Panel” of 7 Bankers discussing 7 Habits of a Highly Effective Consultant
  • A Banker Panel discussion on the Pros and Cons of Outsourcing Environmental Risk Management
  • How Lenders can build resilience against natural disaster such as seismic events
  • A discussion of liability exposures to property owners and lenders from storm water infractions and how to avoid enforcement actions and citizens suits
  • Cleanup cost modeling from “Best Guess” to Monte Carlo simulations
  • A lively game-show-style Risk vs No Risk debate with Affiliates and Bankers
  • A deep dive into indemnity agreements and insurance policies when used as mitigation
  • Discussions with California Agencies from the State Water Board and Department of Toxic Substances Control involving complex risk management issues
  • A case study of multi-factor environmental mitigation for a significant loan in a hot market
  • An examination of the Exide Battery Plant remediation, and related underwriting concerns
  • A discussion of the challenges associated with safekeeping lender data

Each topic has been considered for the value it will share with attendees upon their return to their desks! Make plans now to join us in Newport Beach, California for great content and even better networking opportunities.
A more specific agenda with dates and times is being developed and will be shared as soon as possible.

Additional Activities:

  • Evening Reception (Monday Night), Sponsored by EDR

  • Newport Beach Dine Arounds (Monday Night)

  • Breakfast with the Board (Tuesday Morning)

  • Banker-only Session (Tuesday Afternoon)

  • Affiliate-only Session (Tuesday Afternoon)

Wednesday, January 17, 2018

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

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