2019 Napa Executive Bankers Conference

Brought to you by TIB Capital Markets and ALX Consulting, Inc..

October 3, 2019 - October 4, 2019
8:00 AM - 9:00 Registration/Breakfast, 9:00 AM - 4:00 PM Meeting, includes Lunch
Vista Collina Resort (across from Meritage Resort) , 850 Bordeaux Way, Napa, CA




Guest Speakers:

Dr. Tim Koch - Colorado Graduate School of Banking

Jamie Mihills - Weaver Risk Advisory Services

FREE:  ALM and IRR Analysis of Your Bank


Who Should Attend:

  • CEOs, CFOs, CLOs, Controllers, Treasury Personnel
  • Bank Directors
  • Lenders and Management Trainees

**Bring your Bank Director's - It's Great Training!**


  • Economic Overview
  • Asset Liability Hot Topics
  • Strategic Opportunities in Funding and Asset Allocation
  • Residential Mortgage Lending for Community Banks
  • Today's Investment Portfolio
  • Liquidity & Contingent Funding
  • Loan Concentration Risk Management
  • Interest Rate Swaps and Hedging Products
  • Bond Math and Agency Debentures
  • MBS/CMO's
  • Determining Your Declining Rate Betas for Interest Rate Risk
  • Navigating Operational Risk in a Dynamic World
  • Portfolio Optimization

Learning Objectives

  1. Learn how to manage Interest Rate Risk
  2. Understand the current economy and how it could impact your bank
  3. Identify current regulatory and lending hot topics
  4. Understand how merger, acquisitions and de novo activity impacts your institution
  5. Know how to invest in today's market
  6. Develop skills to optimize your bank's portfolio

Reception:  TIB will host a reception on Thursday following the meeting.  Spouse/Guest are welcome to attend.  Please let me know if you will be bringing someone, so we can get a good count for the food.  My phone number and Email is below.

Attire:  Business Casual

Questions or More Information:  Call Debra at 972-444-3610 or EMail

Deadline for registration is September 27.  Workshop is complimentary but registration is required

Hotel Reservations

The hotel is completely sold out.  

Here are some alternative hotels:

Andaz Napa - 855-333-6272

Hampton Inn & Suites Napa - 855-333-6272

Hilton Garden Napa - 855-333-6272

Embassy Suites by Hilton Napa - 855-333-6272


Prerequisites: Basic knowledge of banking, economics and financials
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group live presentation


National Registry of CPE Sponsors:  12.5 Credits

TIB The Independent BankersBank, N.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.
In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk. For any additional questions or requests please contact our Compliance Department at 972-444-3655 or email Lesley Burton at lburton@tib.bank.  This contact information can also be used to request information regarding administrative policies such as complaints, or to provide additional feedback. It is TIB's Complaint Resolution policy that we will do our best to resolve any and all complaints to the contra party's satisfaction.


Registration for this event is closed.