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UPCOMING EVENTS

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October 18, 2023
4pm-6pm

Hanson Bridgett LLP

425 Market Street, 26th Floor
San Francisco, CA 94105
October 18, 2023

Networking Isn’t Scary with BAFSLA



As we head into the holiday season, BAFSLA (formerly the SFBAA) would like to invite you to enjoy great food, drinks, and networking.  Without the added pressure of a costume or gifts!   We will have some surprises in store, so be ready for non-scary fun!  Please bring your colleagues – we especially encourage new joiners to the practice. 

This is a complimentary event; however, if your organization asks that you pay fair market value to attend, the registration form will allow you to pay $40 as the fair value of this event.

 

Save the date and please register; we need an accurate headcount for security.

A BIG thanks to our sponsor for this event:

 

    REGISTER:

    Name

    Bar Number

    Company

    Email

    Phone

     

    NOTE: ATTENDEES CAN SUBMIT FAIR MARKET VALUE PAYMENT HERE.

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    April 19, 2023
    12pm

    Manatt, Phelps & Phillips, LLP

    One Embarcadero Center, 30th Floor
    San Francisco, CA 94111
    .75 hours CLE credit provided
    April 19, 2023

    DOUBLE TROUBLE AGAIN

    Kevin Gould and Maureen Young

    Kevin Gould and Maureen Young return to provide a pithy discussion of recent state and federal legislative and regulatory developments.  Come and join this insightful and timely chance to learn together and connect in person!

     

    Kevin Gould, Executive Vice President and Director of Government Relations, California Bankers Association

     

    Maureen A. Young, Senior Managing Counsel, Senior Regulatory Counsel, Senior Vice President, Bank of the West (a trade name of BMO Harris Bank N.A.)

     

      REGISTER:

      Name

      Bar Number

      Company

      Email

      Phone

       

      NOTE: ATTENDEES CAN SUBMIT FAIR MARKET VALUE PAYMENT HERE.

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      March 14, 2023
      4:30pm

      Pennington LLP

      260 California Street, #500
      San Francisco, CA 94111
      March 14, 2023

      Bay Area Financial Services Legal Association: Our First Event With Our New Name (March 14th)



      The “San Francisco Bank Attorneys Association” has rebranded to the “Bay Area Financial Services Legal Association” (BAFSLA). Please join us on March 14 for our first event under our new name.

      BAFSLA community, we are thrilled to welcome the entire Bay Area financial services legal community to join us for a complimentary evening to discuss the state of the employment market.

      Key financial services and legal recruiters will talk to us about trends in the employment environment; how to help your companies and law firms think through strategic changes; how to attract, retain and develop talent; and how to make yourself marketable now and in the future. We will include a photo booth so you can update your LinkedIn profile, and plenty of time for networking over great drinks and appetizers.

      Speakers

      Kelsey Luoma, First Republic Bank

       

      Kelsey Luoma is part of the talent acquisition team at First Republic Bank, responsible for hiring early-career to executive-level talent. With more than nine years of experience in human resources and talent acquisition, Kelsey is passionate about providing exceptional hiring experiences to both her candidates and stakeholders and making an impact through talent from pipeline to acquisition and internal movement. She has experience in retained agency and corporate environments, hiring in both emerging and developed markets. Prior to joining First Republic in 2022, Kelsey spent four years at Visa on the global executive talent acquisition team and two years at Russell Reynolds Associates in their life sciences practice. Her early career was spent in a communications firm focused on providing executive coaching and consultative services in the United States, Europe and Asia Pacific regions. Kelsey has a B.A in political science and international relations from UC Riverside and lives in San Francisco with her wife.

       

      Liz Stone, Stone Legal Search

       

      Liz Stone is a former litigator who graduated from UC Hastings College of the Law and practiced at Pillsbury, Goodwin, and Buchalter. She is now the owner of Stone Legal Search, a legal search firm that works with law firms and companies of all sizes. Liz is also a touring standup comic and a regular at SF Punch Line, Cobbs, Laugh Factory, Jimmy Kimmel’s Comedy Club and other clubs throughout the country. She is featured on Amazon Prime’s “Laugh After Dark, Live in Las Vegas” (Episode 9), and is the head writer for Fitz Games, a satirical game company coming soon to Target.

       

      Thank you to our sponsor firm, Pennington LLP, for hosting this incredible event.

        REGISTER:

        Name

        Bar Number

        Company

        Email

        Phone

        NOTE: ATTENDEES CAN SUBMIT FAIR MARKET VALUE PAYMENT HERE.

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        Tuesday, January 31, 2023
        4pm

        McGuire Woods

        Two Embarcadero Center, Suite 1300
        San Francisco, CA
        Tuesday, January 31, 2023

        Wine Tasting and Networking Event With SFBAA – Tuesday, January 31st



        This is a complimentary event; however, if your organization asks that you pay fair market value to attend, the registration form will allow you to pay $40 as the fair value of this event.

         

        Please join SFBAA for an in-person networking event at the McGuireWoods San Francisco office. We will enjoy a wine tasting and food pairing selected by wine expert and sommelier Eugenio V. Jardim.

         

        SFBAA welcomes all banking, financial services, and financial services adjacent legal professionals. Whether you are a current SFBAA member or not, we hope you and your colleagues will join us to network, have fun and help shape how SFBAA can best serve this community in 2023 and beyond.

         

        In addition to the phenomenal expertise of sommelier Jardim, this event will introduce SFBAA and expand your network, and we will vote on and select a new organization name to reflect its inclusive nature. Be part of SFBAA history (while learning about and drinking great wine and eating amazing food).

         


        Eugenio V. Jardim
        Sommelier Eugenio Jardim is an internationally recognized wine expert who enjoys sharing his passion for wine with others. He has served as a wine director for well-known fine restaurants, a wine expert on a popular PBS television series, a consultant to wine makers, and a wine educator at culinary institutes. Currently retained by Portugal, he represents the country’s wines to the world while continuing to work with wine makers and adjudicating internationally important wine competitions.

          REGISTER:

          Name

          Bar Number

          Company

          Email

          Phone

           

          NOTE: ATTENDEES CAN SUBMIT FAIR MARKET VALUE PAYMENT HERE.

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          December 5, 2022
          12pm-1pm

          Hybrid: McGuire Woods/ZOOM

          Two Embarcadero Center, Suite 1300
          San Francisco, CA
          .75 hours CLE credit provided
          December 5, 2022

          Banking to Bitcoin: Prognostications From a Former DFPI Commissioner

          Manuel Alverez

          Please join us for a complimentary luncheon featuring guest speaker Manuel Alverez discussing the future of banking and digital currency.

           

          Alverez is the former commissioner of the California Department of Financial Protection and Innovation (DFPI). During his tenure as commissioner, he led the department through a transition that has become the national model for regulating emerging financial technologies while fostering consumer protections and responsible innovation.

           

            REGISTER:

            Name

            Bar Number

            Company

            Email

            Phone

            Menu

             

            VIA ZOOM

             

            Zoom meeting details will be provided under separate cover prior to the meeting.

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            November 7, 2022
            12pm

            Hybrid: McGuire Woods/ZOOM

            Two Embarcadero Center, Suite 1300
            San Francisco, CA
            .75 hours CLE credit provided
            November 7, 2022

            Lending in an Inflationary Environment

            Melissa Landay

            Please join us for our upcoming program.

             

            Principal speaker will be Melissa Landay, who is the Market Executive for the Wells Fargo commercial banking San Francisco East Bay market.  Jeff Browning of McGuireWoods will moderate.

             

              REGISTER:

              Name

              Bar Number

              Company

              Email

              Phone

              Menu

               

              NOTE: IN PERSON ATTENDEES CAN SUBMIT PAYMENT HERE.

               

              VIA ZOOM

               

              Zoom meeting details have been provided under separate cover in the official meeting invite.

               

               

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              October 17, 2022
              12pm-1pm

              McGuire Woods/ZOOM

              Two Embarcadero Center, Suite 1300
              San Francisco, CA
              .75 hours CLE credit provided
              October 17, 2022

              Examining the Past, Present and Future of Overdraft Fees and Related Charges



              Please join us for our upcoming program.

               

              The participants are:

               

              Moderator:  Stefan Lawrence, First Republic Bank

               

              Panelists:   Kristen Larson, Ballard Spahr

              Brian Montgomery, Pillsbury Winthrop Shaw Pittman LLP

              John Dockry, Wells Fargo Bank

              James McGuire, Buckley LLP

               

                REGISTER:

                Name

                Bar Number

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                Email

                Phone

                Menu

                NOTE: IN PERSON ATTENDEES CAN SUBMIT PAYMENT HERE.

                 

                 

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                October 3, 2022
                9am-11:30am

                Federal Reserve Bank of SF

                101 Market Street, 4th Floor
                San Francisco, CA
                2.25 CLE hours being provided
                October 3, 2022

                Regulatory Round Up Program – October 3rd



                The San Francisco Bank Attorneys Association

                Alicia A. Baiardo, Partner, McGuire Woods, SFBAA President

                and

                Financial Women of San Francisco

                Melissa Maquilan Radic, Managing Director, IMPACT Community Capital, FWSF President

                invite you to attend a special presentation

                 

                “Regulatory Round Up: Legal, Regulatory and Technology Developments in the Financial Services Industry”

                 

                MONDAY, OCTOBER 3rd

                 

                8:30 am registration, continental breakfast and networking**

                9:00 am to 11:30 am program

                Federal Reserve Bank of San Francisco

                101 Market Street, San Francisco, 4th Floor Market Street Dining Room

                 

                We are back and in person! A panel of distinguished financial services experts will discuss legal, regulatory and technology developments impacting the financial services industry, fintech challenges, cybersecurity threats, new payments developments, consumer protection enforcement, outlook on regulatory supervision, and more.

                 

                Who should attend? Financial services attorneys, financial services and fintech executives, compliance, audit and risk officers, and interested members of the legal and business community

                 

                Welcome:  Hilary Gevondyan, Deputy General Counsel, First Republic Bank

                Moderator:  Maureen A. Young, Sr. Managing Counsel, Sr. Regulatory Counsel, SVP, Bank of the West

                 

                Speakers:

                Michele Alt, Partner and Co-Founder, Klaros Group

                Avery Belka, Deputy General Counsel and Vice President, Federal Reserve Bank of San Francisco

                Elvis M. Chan, Asst. Special Agent in Charge, FBI San Francisco, Cyber Branch

                Michael Flynn, Of Counsel, Buchalter

                Kevin Gould, Director of Government Relations, EVP, California Bankers Association

                Walter Mix, Managing Director, Financial Services Practice Group Leader, BRG

                 

                 

                MCLE accreditation for 2.25 general hours is anticipated for California.  Buchalter certifies that this activity conforms to the standards for approved education activities prescribed in the rules and regulations of the State Bar of California governing minimum continuing legal education.

                 

                No admission fee but RSVP required by September 28th to Martha Pineda, [email protected], (415) 227-3571. **Please arrive by 8am to clear the FRBSF’s Security check and get upstairs. Because of construction, enter on the Main Street side of the FRBSF.  Please bring your vaccination card.

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                September 30, 2022
                12pm

                Hybrid: McGuire Woods/ZOOM

                Two Embarcadero Center, Suite 1300
                San Francisco, CA
                .75 hours CLE credit provided
                September 30, 2022

                Small Business Reorganization Act of 2019

                Judge Hannah L. Blumenstiel

                Judge Hannah L. Blumenstiel (Bankr. N.D. Cal.) will provide an overview of the Small Business Reorganization Act of 2019, describing its advantages and disadvantages from a creditor’s perspective.  In addition, Judge Blumenstiel will discuss emerging trends in litigation pertaining to the SBRA.

                 

                  REGISTER:

                  Name

                  Bar Number

                  Company

                  Email

                  Phone

                  Menu

                   

                   

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                  June 13, 2022
                  12pm

                  McGuire Woods/ZOOM

                  Two Embarcadero Center, Suite 1300
                  San Francisco, CA
                  .75 hours CLE credit provided
                  June 13, 2022

                  Payactiv’s Path to a CFPB Approval Order: Shifting Regulatory Winds in Consumer Financial Services

                  Aaron Marienthal and David Deitchman

                  The program will feature Aaron Marienthal, GC of Payactiv, and David Deitchman of  Tally, discussing Earned Wage Access (“EWA”) products, DFPI and a new treasury rule that proposes a change for those that offer EWA products.

                    REGISTER:

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                    May 2, 2022
                    12pm

                    Hybrid: McGuire Woods/ZOOM

                    Two Embarcadero Center, Suite 1300
                    San Francisco, CA
                    .75 hours CLE credit provided
                    May 2, 2022

                    “The Long Arm of the Law: Perspectives from the Prosecutors” (we’ve got current and former NYS regulators)

                    Travis Hill, Don Nguyen, Adam Pollock, and Kevin Frankel (moderator)

                    The panelists are Travis Hill, Don Nguyen, and Adam Pollock with Kevin Frankel as moderator.  The program will cover FCPA and AML enforcement and how the laws come into contact with banks; the current wave of deed fraud in real estate enforcement; and qui tam actions and the interplay between the plaintiff’s bar, state AGs, and how financial institutions can get caught in the mix.

                     

                    While the panelists will be virtual, we are offering an in-person component at McGuireWoods’ San Francisco offices for those who would like to attend.  Since the panelists are virtual, we would like to reduce the price of the lunch to $55/head.

                     

                      REGISTER:

                      Name

                      Bar Number

                      Company

                      Email

                      Phone

                      Menu

                       

                      VIA ZOOM

                       

                      Zoom meeting details:

                       

                      Join Zoom Meeting

                      https://mcguirewoods.zoom.us/j/82917965205?pwd=S0k1cmJGZkpNeW11NzdBRmdpNXc0dz09

                       

                      Meeting ID: 829 1796 5205

                      Passcode: 271967

                      One tap mobile

                      +16465588656,,82917965205# US (New York)

                      +13126266799,,82917965205# US (Chicago)

                       

                      Dial by your location

                      +1 646 558 8656 US (New York)

                      +1 312 626 6799 US (Chicago)

                      +1 213 338 8477 US (Los Angeles)

                      888 788 0099 US Toll-free

                      Meeting ID: 829 1796 5205

                      Find your local number: https://mcguirewoods.zoom.us/u/kc1vPEtOeo

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                      April 4, 2022
                      12pm

                      Hybrid: McGuire Woods/Zoom

                      Two Embarcadero Center, Suite 1300
                      San Francisco, CA
                      .75 hours CLE credit provided
                      April 4, 2022

                      The Promise and Substantial Risks of the US Digital Dollar

                      Dan Wheeler

                      Dan Wheeler will be discussing the legal and policy ramifications of a U.S. central bank digital currency (the “digital dollar”).  Does the Federal Reserve have the authority and ability to implement the digital dollar?  What sort of efficiencies can be achieved by the digital dollar?  What industries would be disrupted?  How could the government use a digital dollar to invade privacy and control our lives?  Dan will discuss why digital currencies are so appealing to governments such as China and whether effective safeguards are possible.

                       

                      Dan Wheeler is a longtime banking and fintech regulatory lawyer and a past president of the SFBAA.  He is a co-founder and the CEO of Sunstone Trust Company, the only new trust company formed in California in over 15 years.  Prior to successfully chartering Sunstone, Dan was the general counsel of a cryptocurrency company.  Before he became a full time entrepreneur, Dan was a partner at Bryan Cave and practiced law for over 20 years.

                        REGISTER:

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