Conference Details

17th Annual Financial Institutions Conference
Date(s) May 11, 2015 to May 13, 2015
Location Embassy Suites Denver - Downtown/Convention Center, Denver, CO
Registration   Conference Registration
Summary The Financial Institutions Conference will be held at the Embassy Suites Denver - Downtown/Convention Center, 1420 Stout Street, Denver, CO 80202.

For more information contact your D.A. Davidson & Co. Salesperson at (800) 755-7848 or April Figone, VP, Marketing & Corporate Access, at (503) 619-4948,

Webcast: Click Here

Monday, May 11, 2015

Financial Institutions Group Summit

12:30 pm Registration (Silverton Foyer, 2nd floor)

1:00 pm Welcome (Cripple Creek Ballroom, Salon A, 2nd floor)

  • Doug Woodcock, President, Equity Capital Markets, D.A. Davidson

1:10 pm Current Regulatory Environment

  • Stan Ivie, Regional Director, San Francisco Region, Federal Deposit Insurance Corporation
  • Kevin L. Moore, Senior VP, Federal Reserve Bank of Kansas City
  • Sharon Stark, Managing Director, Fixed Income Strategist, D.A. Davidson

2:05 pm Keynote Speaker & Q&A

  • Thomas K. Brown, Founder and CEO, Second Curve Capital

3:15 pm Capital Markets Update - FIG IPOs, Common/Preferred Offerings & Debt

  • Brit Stephens, Managing Director, Equity Capital Markets, D.A. Davidson

3:45 pm Kroll Bond Ratings - Subordinated Debt, Senior Notes & Ratings Process

  • Joseph Scott, Senior Director, Financial Institutions Group, Kroll Bond Rating Agency, Inc.

4:00 pm Strategies for Micro-Cap Banks...the QX Market

  • Michael Natzic, Senior VP, Financial Advisor, Crowell Weedon, a division of D.A. Davidson

4:15 pm Panel: M&A Trends, Data, Key Drivers in 2015, M&A Stimulation

  • Rory McKinney, Managing Director, Co-Head of Investment Banking, D.A. Davidson
  • Ramsey Gregg, Managing Director, Investment Banking, D.A. Davidson
  • Gene Katz, Managing Director, Investment Banking, D.A. Davidson
  • Steve Nelson, Managing Director, Investment Banking, D.A. Davidson
  • Tom Hayes, Director, Investment Banking, D.A. Davidson

5:30 pm to 7:30 pm Welcome to the Financial Institutions Conference Reception - sponsored by S&P Capital IQ

Tuesday, May 12, 2015

7:00 am - Registration & Continental Breakfast

8:00 am

  • QCR Holdings, Inc. (QCRH)
  • Glacier Bancorp (GBCI)

8:35 am

  • Mercantile Bank Corp. (MBWM)
  • CVB Financial Corp. (CVBF)

9:10 am

  • Bank of Marin Bancorp (BMRC)
  • BOK Financial Corporation (BOKF)

9:55 am

  • First Interstate Bancsystem Inc. (FIBK)
  • PrivateBancorp Inc. (PVTB)

10:30 am

  • Timberland Bancorp, Inc. (TSBK)
  • Northrim BanCorp, Inc. (NRIM)

11:05 am

  • Puget Sound Bank (PUGB)
  • Great Western Bancorp Inc. (GWB)

11:45 am Lunch Speaker - "Building a Brand from the Best Fly Fishing in CO... Interactive AV Experience with Professional Fly Fisherman Landon Mayer"

1:15 pm

  • Heritage Financial Corp. (HFWA)
  • BBCN Bancorp Inc. (BBCN)

1:50 pm

  • German American Bancorp., Inc. (GABC)
  • Banc of California Inc. (BANC)

2:25 pm

  • Hanmi Financial Corp (HAFC)
  • Washington Federal Inc. (WAFD)

3:10 pm

  • 1st Source Bank (SRCE)
  • Umpqua Holdings Corporation (UMPQ)

3:45 pm

  • TriCo Bancshares (TCBK)
  • Preferred Bank (PFBC)

4:20 pm

  • Cascade Bancorp (CACB)
  • Southwest Bancorp, Inc. (OKSB)

5:30 pm Dinner Reception atop the Hyatt Regency, Peaks Lounge, 27th Floor

Wednesday, May 13, 2015

7:00 am - Registration & Continental Breakfast

8:00 am

  • Stock Yards Bancorp Inc. (SYBT)
  • Banner Corporation (BANR)

8:35 am

  • Enterprise Financial Services Corp. (EFSC)
  • Heritage Commerce Corp. (HTBK)

9:10 am

  • First Business Financial Services Inc. (FBIZ)
  • Prosperity Bancshares, Inc. (PB)

9:55 am

  • First Merchants Corporation (FRME)
  • Pacific Continental Corp. (PCBK)

10:30 am

  • Wilshire Bancorp Inc. (WIBC)
  • HomeStreet Bank (HMST)

11:05 am

  • Eagle Bancorp Montana Inc. (EBMT)
  • BofI Holding Inc. (BOFI)

11:35 am Boxed Lunches

Important Disclosures :: Copyright 2005 - 2016 D.A. Davidson & Co., member SIPC