Risk Horror Stories & Lessons Learned

While the world of finance might seem like a realm of numbers and spreadsheets, it's not immune to its own brand of horror. Please join us for an interactive panel discussion to hear some chilling tales from special credits officers, bank lawyers and title on problem loans and how to avoid these nightmares.

Industry Topics include: Credit Structure, Collateral & Lien Priority, Early Warning Signs and the proper enforcement of Loan Documents, Covenants & Guarantees, Title Documents

A light breakfast will be provided.

Dale Gilbert, VP Special Assets Officer - Umqpua Bank

Dale Gilbert is a Vice President Special Asset Officer for Umpqua Bank located in Redmond. He has been in banking for over 29 years. The last 15 years he has been a Special Asset Officer specializing in commercial and agriculture deals throughout OR, WA, ID, and AZ. As a Special Asset Officer, Dale has been successful in bringing resolution to troubled assets either by rehabilitation and transfer back to the line unit or assisting the lending relationships exit from the bank.

Outside of work, Dale enjoys volunteering for the Deschutes County Sheriff’s Posse. You may see Dale on his horse at various parades or at local events such as the Sisters Rodeo representing the Sheriff’s Office.

Erich Paetsch, Lawyer - Saalfeld Griggs

Erich Paetsch is Chair of the Financial Services Industry Group and a senior partner in the Litigation Group of Saalfeld Griggs P.C. with offices in Salem and Bend. His practice is focused on providing financial institutions and business clients with a broad array of legal services. Erich regularly appears in state and federal courts throughout the Pacific Northwest including the U.S. Bankruptcy court. Erich routinely assists clients with loan document review, loan document drafting, developing lender policies, negotiating loan workouts, and asset recovery actions. He is also the immediate past Chair of the Debtor Creditor Section of the Oregon State Bar and recognized by his peers in three separate categories as a Best Lawyer for several years in a row.

Dawn Bristow, Deschutes County Escrow Manager - AmeriTitle

Dawn Bristow is the current Deschutes County Escrow Manager for AmeriTitle. She has been with AmeriTitle 32 years having started in the Klamath Falls office. Dawn has had a successful escrow desk before taking on the role of Escrow Manager in 2017. She brings a wealth of industry and escrow knowledge given her experience over the years.

Thank you to our sponsors: Jones & Roth (Title Sponsor), First Interstate Bank (Gold Sponsor), Evergreen Business Capital, Farleigh Wada Witt, Umpqua Bank, and WaFd Bank (Silver Sponors).

Host or Publisher The Risk Management Association - Bend, Oregon