Financial Services
Going Green

Tuesday, December 02, 2008
7:45 AM - 8:30 AM
Registration Open & Continental Breakfast



8:30 AM - 9:00 AM
Keynote

To be announced



9:00 AM - 10:00 AM
Roundtable: The Case for Going Green

There is no denying that banks do have a role to play that is larger than its own carbon footprint. Leading financial service institutions' such as Bank of America and Citigroup have earmarked $20 and $50 billion respectively over the next 10 years for various initiatives. As employees and consumers alike become more sensitive to the part they play in conserving the environment banks must respond in order to stay competitive and because there is a world of great things to be accomplished.

Marni Robinson
Senior Manager Corporate Sustainability
HSBC Bank Canada

Richard Rosengren
Corporate Partnership
The Nature Conservancy

Rebecca Tarbotton
Global Finance Campaign
Rainforest Action Network

David Williams
Chief Executive Officer
ShoreBank Pacific



10:00 AM - 10:30 AM
Refreshment Break



10:30 AM - 11:30 AM
Latest Research on Banks Going Green: Key Findings and Implications

Results of a just completed study by Javelin and updated research at TowersGroup provide insight into the latest public sentiment about businesses going green and why being part of the solution and not the problem can mean the difference between being a good bank and being a great bank.

Inci Kaya
Quantitative Analyst
TowerGroup

James Van Dyke
President
Javelin Strategy & Research



11:30 AM - 12:15 PM
Case Study: The Recovery of Rural Communities Using Sustainable Approaches to Products

This session will explore the role business plays in community development. David Williams will focus on rural communities in which unique product approaches have made a non-viable business viable. Roy Nott will focus on how a business intended to provide a unique product discovered a class of products and a system for developing these products that separate the company from all others.

David Williams
Chief Executive Officer
ShoreBank Pacific

Roy Nott
President
Paneltech International, LLC



12:15 PM - 1:30 PM
Lunch



1:30 PM - 2:30 PM
Community Banks Going Green - Processes and Lessons Learned

Loan processing is the cornerstone of banking and a successful green program starts with environmental review of commercial loans. Current market trends demonstrate the need for reliable and independent third-party assessment to assure due diligence and reduce risk for banks. Learn latest procedures to ensure every loan between a bank and its customers meets regulatory policy for environmental risk and compliance.

James Beckwith
Chief Executive Officer
Five Star Bank

Brian K. Garrett
President/CEO
Community Bank of the Bay

Mark Garwood
President & Chief Executive Officer
Tamalpais Bankcorp

Peter Liu
Founding Partner
New Resource Bank



2:30 PM - 3:30 PM
How to have a Successful Green Commercial Loan Program

Loan processing is the cornerstone of banking and a successful green program starts with environmental review of commercial loans. Current market trends demonstrate the need for reliable and independent third-party assessment to assure due diligence and reduce risk for banks. Learn latest procedures to ensure every loan between a bank and its customers meets regulatory policy for environmental risk and compliance.

Diane T. Baum
Enviroscore
Chief Executive Officer

Lisa Michelle Galley
Managing Principal
GalleyEco Capital

Marie M. Rongone
Senior Counsel
U.S. EPA



3:30 PM - 3:45 PM
Refreshment Break



3:45 PM - 4:45 PM
Going Green Can Be As Easy As...

Where and how do you start to make a difference in how your business operates no matter what your size? This session will provide practical tips through the experiences of organizations that have taken steps in:

• Recycling & Waste Reduction
• Energy & Water Efficiency
• Getting Employees Involved
• Paperless
• Telecommuting

Frank J. Baldassarre, Jr.
President & CEO
e3 Bank

Francis Kuhn
VP of Facilities and Administration
WestCorp

Joseph Salesky
President & Chief Executive Officer
ClairMail



4:15 PM - 5:15 PM
Profiting from Sustainability: The "Green is Green" Approach to Environmental Leadership

Rated the best session at June's Financial Services Going Green conference with very practical insight and inspiration from one of the leading Green consulting firms in the world.

Stephen Linaweaver
Senior Associate
GREENORDER



5:15 PM - 5:30 PM
Questions & Answers



5:30 PM - 6:30 PM
Cocktail Reception