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DECEMBER 2014

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Community Banker Of The Year Shirley Nelson of California builds a respected community bank and career from scratch

+ Regional award recipients » Ronald Paul » Jim Gowan Sr. » Mark Zaback

2014 ICBA Community Bankers of the Year

BUILDING FROM

SCRATCH Overcoming various long odds over the years, Shirley Nelson launched and then grew a thriving California community bank

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By Beth Mattson-Teig

hirley Nelson has built a nearly 50-year career doing two things she loves—community banking and giving back to her community. And she has no plans of slowing down anytime soon. “I love being around people, and people are what community banking is all about,” she says. “We help people and we support them in their businesses. We support the nonprofits, and they in turn support the communities that we all live in.” Like a craftsman bricklayer steadily assembling a sturdy house, Nelson built her successful career and her community bank in Oakland, Calif., one piece at a time. Her banking career began in 1964 when she was a new wife and young mother. Since then, she has worked in nearly every operational area to gain firsthand experience, from her first job as a bank teller to

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her current role today as the founder, chairman and CEO of Summit Bank. Nelson clearly has a passion for community banking, an industry she landed in by chance. “I was under the impression that being a banker required a lot of education, and I had only attended high school.” She grew up in a small town in Eastern Tennessee. She got married to a Navy man and moved with him to Kodiak, Alaska, where she had a son. There, she sought work to help with financial support of her family. In the 1960s, there were basically two kinds of jobs for women on the island of Kodiak—working in the bank or working in the fish cannery. “After one night in the cannery, I chose the bank,” she says. Two years later, Nelson moved as a single mom to Oakland, where she again found a job as a teller at a regional bank. She says she was

Proudly sponsored by

National Award Recipient Shirley Nelson

Summit Bank Titles: Founder, chairman and CEO Bank Headquarters: Oakland, Calif. Bank assets: $210 million Branches: 3 Employees: 33 Website: www.summitbanking.com

The 2014 Community Banker of the Year Recipients

PHOTO: ERIC MILLETTE

Four community bankers were selected for this year’s recognition:

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National Award Recipient Shirley Nelson Founder, chairman and CEO Summit Bank Oakland, Calif.

Central Region Award Recipient Jim Gowen Sr. Chairman Merchants & Planters Bank Newport, Ark.

Eastern Region Award Recipient Ronald Paul Chairman and CEO EagleBank Bethesda, Md.

Western Region Award Recipient Mark Zaback President and CEO Jonah Bank of Wyoming Casper, Wyo.

2014 ICBA Community Bankers of the Year

Above: Shirley Nelson and Alexandria Bridgett, a scholarship recipient from the Summit Bank Foundation. Left: Summit Bank officials Joe Morgan, Shirley Nelson and Jennifer Lee with Lathen Gibbs, a scholarship recipient from the Summit Bank Foundation.

Professional basketball champion Bill Russell (left) participated in the Summit Bank Foundation celebrity golf tournament. Far right is Shirley Nelson with Russell’s assistant.

fortunate that the bank offered her the opportunity to grow and advance, particularly in an era when banking was a male-dominated industry. She worked her way up to become a senior vice president and senior manager of that regional bank. That was a big promotion for a woman in the 1970s, when some men chose to resign rather than report to a woman. Blazing her own trail Eventually, Nelson did run into the glass ceiling. She recalls being both 4

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Shirley Nelson with former Israel defense minister Moshe Aarons (center) at a political fundraiser several years ago. Nelson’s son Steve is far left.

angry and disappointed when a position at one bank—a position she had declined due to the low salary she was offered—ended up going to a man for twice the pay. That was a pivotal turning point for her career. She decided to launch her own community bank, and two and a half years later she did just that with the opening of Summit Bank—right across the street from the branch where she previously worked. Nelson was the first woman in California to start a bank that wasn’t

December 2014

an exclusively women’s bank. Right away Summit Bank’s core customers were doctors, small-business executives and entrepreneurs. At the time, she was only the second woman in the state to hold the title of president and CEO. “To start a bank in the ’80s was not an easy task, but after a two and half year process, Shirley Nelson did it and personally sold the majority of the stock to capitalize the bank,” says C. Michael Ziemann, a longtime coworker of Nelson’s who also served as

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Summit Bank Foundation

2014 ICBA 2014Community ICBA Community Bankers of the of Year Bankers the Year Supporting the UCSF Helen Diller Cancer Research Center

Our Primary Mission

● To garner funds in support of the UCSF Helen Diller Cancer Research Center ● Toincontinue to provide scholarships to students from Castlemont High and McClymonds Highon School using the income raised more $4than million to School role the community as community Foundation focused promoting raisedthan more $4 million to role in thefunds community as community Foundation focused on promoting from restricted held within the Foundation support both college scholarships banks.” corporate volunteerism in the support both college scholarships banks.” corporate volunteerismEast in the East and more recently, cancer research. What isWhat important to understand Bay community. It later moved to and more recently, cancer research. is important to understand Bay community. It later moved Summit Bank president until his cost retireshe knew was essential to getting shipfinancial Funds for Joe Morgan, JamestoFalaschi, to the students and educators. The support ABCs of Financial Literacy The bank covers all expenses of the is that her reach in the community literacy as well Thewas bank covers all expenses of the is that her support financial literacy as wellyear we ment inreach 2013. in the community program the necessary regulatory approval to Eddie Orton and Vida Blue.the Each implemented with so that 100 percent of the help as a community banker haslaunched gone asaeducation in general. Today, banks need toado.” feels a keen responsibility Program 1998 toBank 2006 foundation so that 100 percent of as community banker has gone ascommunity education in general. Today, the Summit inGowen thefoundation midst open new bank. So,toshe present 11 scholarships deserving of Newspapers in Education. After a the money raised goes to the to well beyond service of providfoundation funds college scholarGowen’s colleagues describe to help others, and he and hisdirectly wife Summit Bank Foundation the the money goes offered directly the well the service providfoundation funds 11 college scholarofbeyond athe recession in began 1982,ofwhich made peohired a president and11 chief financial students. merger the paperraised no longer the causes they support. ing deposits and lending products, ships each year for high school his leadership style as “humanly Nita spend considerable personal ABCs of Literacy Program to a crazy causes they support. ingFinancial deposits andview lending products, ships each year for high school ple initially her bank as officer, while she assumed the role of program and we15 moved forward in During its first years, Summit adds Hotchkiss. Nelson isbeing involved students inNearly the nine-county simple”—one that believes in andhas resources promoting local promote financial responsibility atime fun During its first 15 years, Summit adds Hotchkiss. Nelson is in involved students in athe nine-county venture. Yet the community bank senior lender. year laterOakland she Oakland another area of education. Research Bankand was very involved in donating community area.Cancer Nelson’s own for goodin tonumerous others and they will beinitiatives, goodsince education economic growth. and educational environment. Students Bank was very involved in donating in numerous community initiatives, area. Nelson’s own diagnosis for been profitable ever its second assumed the position ofdiagnosis president, directly to local including her own Summit Bank ato few years ago opened Present to you. “Jim Gowen genuinely Among manydirectly other activities, asorganizawere able to learn tools such tononprofit local nonprofit organizaincluding her ownwants Summit Bank lymphoma a few years ago month innecessary business. Remaining profitandlymphoma she 2013 admits that the transition to opened Scholarship Funds tions. But then Nelson saw Foundation, which formed in a longtime herthose eyes toeyes the help that doctors Inher 2013, the added cancer to see employees succeed and member the a better ashis writing checks, balancing a checktions. But thenofNelson saw a better Foundation, which was formed in for toFoundation the help doctors able was awas particular challenge allboard learn executive duties onthat the way. “We realized that we really 1998 promote education, financial need to fund additional research. So research to its mission. We believe 2005 to Present devotes ato great deal of interest into Barret School of Banking in Membook, credit card use and the difference 1998 to promote education, financial fund additional research.that So banks at the time, Ziemann points out. way. “We realized that we reallyjob was theneed mosttochallenging period didn’t know tohow quantify or and corporate volunteerism in 2010, foundation profinding the cure for cancer will be in In 2005, wehow established Bill Russell everyliteracy person hired,” says Thelma phis, he was instrumental between needs versus wants in order to Tenn., didn’t know tothe quantify or of her literacy and corporate volunteerism inthe 2010, the foundation began proHigher-rate money market accounts career. But she did it.began qualify where or how the money was was in the East Bay. viding funds for cancer research forand for academia and the doctors Scholarship Fund providing four-year Welch, a vice president and lending in obtaining aqualify large grant that become responsible citizens. where or how the money infinancially the East viding funds for cancer had justBay. been widely introduced, Overall, her secret tothat success is research spent,” she recalls. Having better “She has invested a great deal of doctors at the UCSF Medical Center. researchers at UCSF Helen Diller Cancer scholarships to students from Bill officer who has worked at the bank significantly improved the school’s Our Financial Literacy Program was “She has invested a great deal of The spent,” she recalls. Having better doctors atwork. the UCSF Medical Center. squeezing core interest margins. fairly simple—hard “I worked control and oversight over the money own personal energy and wealth These days, Nelson is busy chartResearch Center are on the forefront Russell’s alma mater, McClymonds High for 31her years. programs and leadership and helps implemented 425 elementary, junior control and oversight over the money herprime owninpersonal energy wealth Nelson is busy chart-of rate stood at 16 and percent, and hard to learnThese all thedays, different basics the bank directed to local particular program,” ing afinding course for Bank thatSummit School. While to school Mr. In into 1987, Gowen saw the need forHotcha certificates defray tuition costs forgoing community the bank directed tononprofit localthere, nonprofit into this particular Hotching a course for Summit interest paid on program,” jumbo of of banking, because Icure. didn’t knowtoBank to highthis and high school classrooms, efforts was the impetus to form kiss adds. growing without losing losing retirement program his close staff and bankers rising in their careers. Russell was told he have aform chance efforts was thedidn’t impetus toits its continue kissapproximately adds.forwas continue without deposit to 18students percent. anything other thangrowing being a teller, reaching 50,000 own nonprofit foundation. Since it launched in 1998, the Sumits personal touch with its customimplemented an employee stock As a member of the Newport of going to college. The recipients of his Since itBay launched in 1998, the Sum-Sum-own nonprofit foundation. personal touch Despite thoseEach early challenges, and then Iits just went from onewith job its to customthroughout the Area! year Initially, theare Summit Bank mit Bank has successfully ers. of Nelson’s clients clients today today ownership plan. Today, the company Economic Commisscholarship students whoBank have faced a Some Initially, the Summit mitFoundation Bank Foundation has successfully Some mit Bank has grown from a startup ofDevelopment another toers. learn it.” of Nelson’s more teachers request our curricula anniversary have been banking with her since is in over 32 percent employee-owned. is committed to the similar challenge, but are given the Honorary Trustees have been banking with her since $4 million inas initial capitalsion, to a Gowen solidly The decision to launch a new thereby recognizing it an integral part the 1960s. “We never really wanted The bank’s know that ongoing revitalization of Russell downtown that never had tocommunity the 1960s. “We never really wanted established institution with $210 opportunity bank came with plenty of theiremployees students’ education. Joe Morgan to growtoto be a to bigbe bank. We justWe just his investment in their success is threeNewport. He has been instrumental attend aof four-year college. About the ICBA Community Banker the Year grow aofbig bank. million in assets and branches. of personal sacrifices, too. The Baseball Hall Fame About the ICBA Community Banker of the Year verlooked by wanted to be the most The comprehensive K-12th contingent on their investment ingrade community in creating a development plan to along be theprofitable most profitable It’s the oldest operating hourswanted required the way ICBA inaugurated its Community BankerBanker of the Year award program this thislongbank Clem Daniels hen a WashICBA inaugurated Community the Year award program that we could she says. specific curriculums, lessonits plans and the organization, the customers and obtaining funds for the effort, We alsoof honor other members of our meant missing bank that we could be,” she says. bank in Oakland, and it has been voted some of be,” her son’s NFL Oakland Raiders year to recognize the exceptional work of the individual employees of ICBA as in financial year topeers recognize the exceptional work of the of ICBA But given the current banking weekly newspapers were provided at no and the communities they serve. which installed newindividual sidewalks and community and have employees established scholarBut given the current banking by its five consecutive times as Little League games and Cub Scout member community banks. banks. The association accepted nominations online online climate and Bank stepped Diane Dwyer member community The association nominations regulatory environment, As Gowen puts it, a large part of sucstreet lighting andaccepted is pursuing the climate and regulatory environment, Northern California’s Best Managed meetings. Eventually, however, her throughout the month of September, allowing anyoneanyone to recommend a local stuAnchor, NBC Bay Area News throughout theBank. month allowing to recommend a professional NelsonNelson says there are econocessfully leading a community bank of September, construction of an amphitheater for says there some econoIndependent goals paid offsome inare personal community bankerbanker for consideration. a resources, community for consideration. mies ofmies scale can be can gained by is becoming a part of what everyone concerts and community events. Robert Ellsworth ofthat scale that be gained by ways as well. Her son, Steve Nelson, nership further.further. Butevery as she looks President, Rue-Ell Enterprises is that doingJudging and should do. “I truly love what I do,” Gowen Council nowexpanding Board ofCriteria Directors Medical Advisory But asas she looks worksexpanding alongside her day Judging Criteria s volunteering the future, for herself and Summit “IW.400 love around “I believe in leading by being example,” offers simply. “IAi, get up every More than community bankers were nominated by their colleagues and and toHonorable the future, for herself and Summit the to president of Summit Bank. Dianne Feinstein Shirley Nelson, Wei PhD., M.D. More than 400Chairman community bankers were nominated by their colleagues cy, mentor Bank, she has no plans to retire he says. “I believe that you need to morning excited about coming United States Senator professional associates for the Community Banker of the Year recognitions. Bank, she has no plans toor retire or people, and people Assistant Clinical Professor, Department professional associates for the Community Banker of the Year recognitions. Joe Rainero, President ool supplies. evenback slow down anytime soon. soon. get in the trenches with yourthe people to work. Everybody doesn’t Four judges evaluated community bankers basedhave on fouron criteeven slow down anytime Giving to the community ofnominated Medicine (Hematology/Oncology) Tony La Russa Four judges evaluated the community bankers nominated based four criteare what community mber ofand giveSusan “I love “I what I what do,” says. them aCasper helping hand. One perfect days every day. But just UCSF ria—character; leadership; community involvement/volunteerism; and overall love Iguided do,” she“And says.I “And I The compasses that haveshe Baseball Hall of Fame ria—character; leadership; community involvement/volunteerism; and overall and combanking is all about.” Herman Miller, Inc. get a lot of satisfaction out of everypersonbank cannot do it all—there’s just the thought of being able to help condition and health. get a over lot ofher satisfaction out of everyShirley Nelson career has Eddie C. Cheung, M.D., FACG, FIAP condition and health. Kikuo Nakahara angingway, way, way bank —SHIRLEY SUMMIT BANK thing Ithing do.” too much to NELSON, do.” people excites me.” Ken Coit I do.” been a tremendous tenacity and a big Gastroenterologist, UC Davis Retired CPA tors of the At theCoit top Financial of the listGroup is looking heart. Certainly, she is not afraid of John A. Linfoot, M.D. enter FounThe Judges Eddie Orton, President The Judges Beth Mattson-Teig is addition a writer out financially everyday people, hard, hands-on work. In to Beth Mattson-Teig is ainwriter in Jamesfor Falaschi Endocrinologist rustees of the Orton Development, Inc. Minnesota. says Gowen, who remembers when Scott Hansen Bill Loving the countless hours she spent over how didHoldings sheBill do Loving it? Minnesota. President,So, Transbay Scott Hansen College Park M.D. local community “If bankers inhave hisImmediate Williamdifferent (Bill) Russell Senior Vice PresiICBA the years learning banking people the passion, the Stuart S. London, Senior Vice PresiICBA Immediate Maria Falaschi wo medical Radiologist dent, Marketing NBA Hall of Fame Legend past came through for hisPast family Chairman; roles, and then starting and growing desire and the interest, you learn what dent, Marketing Past Chairman; Managing Principal, BluPoint Marketing raordinarily Frank McCormick, PhD. during a few times of financial for D+H in D+H Lakein Lake President andsimply Summit Bank, she Seeno has continually you need to do,”need. Nelson offers. Sandy for President and tournament, Honorable AlfredCEO P. Knoll UCSFFla. For Merchants & Planters that of CEO Pendleton Seenovarious Construction donated herAlbert time D. to serve Part of her success also due to the FRS Director, Mary, Mary, Fla. ofisPendleton Retired merousmeans orga- everything from providing Community Bank local community civic and nonprofit relationships she Community had built, asBank well asMark Moasser, M.D. Leigh Steinberg is a proud sponsor ife Joyahave is a proud sponsor David mortgage forRuegg a couple’s inmodest Franklin, W.Va. organizations. She started out serving the experience ofinthe bank’s W.Va. board ofOncologist, UCSF Franklin, Steinberg Sports & Entertainment of ICBA Community Banker ollars for of ICBA Community Banker President, Rue-Ell Enterprises first home or helping to establish a assembled, she on heroflocal board for the Easter Seals directors that she had Robert Nelson, M.D. theMartin Year Wyatt ses, including of the Year young farmer. “In rural communities Rebeca Anne Marie Taylor back in the Sports 1960s, and her commitsays. Together, the bank’s management Rebeca Obstetrician & Gynecologist Director, ABC Retired ease and D+H is aD+H leading provider of TV, secure likecanours,John the consumer has a lot of strategy that is a leading F.team Kennedy University Terry Jorde Romaro-Rainey ment to volunteerism spans provider much ofof secure developed aRomaro-Rainey good Terry Jorde Elliott N. Schwartz, M.D., CCD, CPD ally touched and reliable technology solutions David Casper and reliable technology solutions needs,” he explains. “Some of our ICBA Vice career. the bank was able to execute Mary Warren ICBA Senior her banking ICBA Vice very Nephrologist ICBA Senior to domestic and global financial eceivedpeople two have Oakland Raiders to domestic and global financial much ofFor aChairman; need for to put its deposits Executive Vice Vice “Shirley isNFL one of the finest comquickly. example, HMSas Associates Executive Chairman; institutions. The company deliversdelivers Hall of Fame institutions. The company Wade S. Smith, PhD., M.D. $300 [in credit] as others do for President, Chief of Chairman and munity bankersacross that I five havebroad met in my to work right away, the young President, Chief of Chairman andbank Bill Wheeler k to the$300,000.” solutions across fiveservice broad service Neurovascular Services Director, UCSF solutions Ron Darling Staff CEO of CEO Centinel life,” says Malcolm Hotchkiss, CEO joined some successful loan participaareas: core solutions, channel Staff of Centinel President, Black Tie Transportation areas: core solutions, channel he essence Broadcaster, Fox Sports Warren J. Strudwick, M.D. Taos,ofinTaos, in at United Labor Bank, lending another comtions withBank otherofbanks. solutions, lending solutions, pay- payBank solutions, solutions, r offers. Orthopedist Sam Williams Taos, N.M. ments solutions andCalif. optimization Kay munity bankSteven in Oakland, you When Nelson decided to open ments solutions and“If optimization m home on a NFL Oakland Raiders Taos, N.M. solutions. Attorney, Merkle want an advocate forKay the &community Summit Bank, she didn’t yet have the solutions. Mikeof Ziemann banking industry, you go to Shirley, full administrative that Keith Thomas Three generations Gowen family members (fromexperience left): President Summit Bank because sheKRT really understands our Jim Gowen Jr., Scott GowenEmeritus, and Jim Gowen Sr. Marketing ICBA December 2014 2014 5 IndependentBanker ICBA IndependentBanker December

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2014 ICBA Community Bankers of the Year

role in the community as community banks.” What is important to understand is that her reach in the community as a community banker has gone well beyond the service of providing deposits and lending products, adds Hotchkiss. Nelson is involved in numerous community initiatives, including her own Summit Bank Foundation, which was formed in 1998 to promote education, financial literacy and corporate volunteerism in the East Bay. “She has invested a great deal of her own personal energy and wealth into this particular program,” Hotchkiss adds. Since it launched in 1998, the Summit Bank Foundation has successfully

raised more than $4 million to support both college scholarships and more recently, cancer research. The bank covers all expenses of the foundation so that 100 percent of the money raised goes directly to the causes they support. During its first 15 years, Summit Bank was very involved in donating directly to local nonprofit organizations. But then Nelson saw a better way. “We realized that we really didn’t know how to quantify or qualify where or how the money was spent,” she recalls. Having better control and oversight over the money the bank directed to local nonprofit efforts was the impetus to form its own nonprofit foundation. Initially, the Summit Bank

About the ICBA Community Banker of the Year ICBA inaugurated its Community Banker of the Year award program this year to recognize the exceptional work of the individual employees of ICBA member community banks. The association accepted nominations online throughout the month of September, allowing anyone to recommend a community banker for consideration.

Judging Criteria More than 400 community bankers were nominated by their colleagues and professional associates for the Community Banker of the Year recognitions. Four judges evaluated the community bankers nominated based on four criteria—character; leadership; community involvement/volunteerism; and overall bank condition and health.

The Judges Bill Loving ICBA Immediate Past Chairman; President and CEO of Pendleton Community Bank in Franklin, W.Va. Rebeca Romaro-Rainey ICBA Vice Chairman; Chairman and CEO of Centinel Bank of Taos, in Taos, N.M.

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Scott Hansen Senior Vice President, Marketing for D+H in Lake Mary, Fla.

Foundation focused on promoting corporate volunteerism in the East Bay community. It later moved to support financial literacy as well as education in general. Today, the foundation funds 11 college scholarships each year for high school students in the nine-county Oakland area. Nelson’s own diagnosis for lymphoma a few years ago opened her eyes to the help that doctors need to fund additional research. So in 2010, the foundation began providing funds for cancer research for doctors at the UCSF Medical Center. These days, Nelson is busy charting a course for Summit Bank to continue growing without losing its personal touch with its customers. Some of Nelson’s clients today have been banking with her since the 1960s. “We never really wanted to grow to be a big bank. We just wanted to be the most profitable bank that we could be,” she says. But given the current banking climate and regulatory environment, Nelson says there are some economies of scale that can be gained by expanding further. But as she looks to the future, for herself and Summit Bank, she has no plans to retire or even slow down anytime soon. “I love what I do,” she says. “And I get a lot of satisfaction out of everything I do.” Beth Mattson-Teig is a writer in Minnesota.

is a proud sponsor of ICBA Community Banker of the Year Terry Jorde ICBA Senior Executive Vice President, Chief of Staff

D+H is a leading provider of secure and reliable technology solutions to domestic and global financial institutions. The company delivers solutions across five broad service areas: core solutions, channel solutions, lending solutions, payments solutions and optimization solutions.

Summit Bank Foundation Supporting the UCSF Helen Diller Cancer Research Center

Our Primary Mission

● To garner funds in support of the UCSF Helen Diller Cancer Research Center ● To continue to provide scholarships to students from Castlemont High School and McClymonds High School using the income from restricted funds held within the Foundation

ABCs of Financial Literacy Program 1998 to 2006

Summit Bank Foundation began the ABCs of Financial Literacy Program to promote financial responsibility in a fun and educational environment. Students were able to learn necessary tools such as writing checks, balancing a checkbook, credit card use and the difference between needs versus wants in order to become financially responsible citizens. Our Financial Literacy Program was implemented in 425 elementary, junior high and high school classrooms, reaching approximately 50,000 students throughout the Bay Area! Each year more teachers request our curricula thereby recognizing it as an integral part of their students’ education. The comprehensive K-12th grade specific curriculums, lesson plans and weekly newspapers were provided at no

cost to the students and educators. The program was implemented with the help of Newspapers in Education. After a merger the paper no longer offered the program and we moved forward in another area of education.

Scholarship Funds 2005 to Present

In 2005, we established the Bill Russell Scholarship Fund providing four-year scholarships to students from Bill Russell’s alma mater, McClymonds High School. While going to school there, Mr. Russell was told he didn’t have a chance of going to college. The recipients of his scholarship are students who have faced a similar challenge, but are given the opportunity that Russell never had to attend a four-year college. We also honor other members of our community and have established scholar-

ship Funds for Joe Morgan, James Falaschi, Eddie Orton and Vida Blue. Each year we present 11 scholarships to deserving students.

Cancer Research 2013 to Present

In 2013, the Foundation added cancer research to its mission. We believe that finding the cure for cancer will be in academia and that the doctors and researchers at UCSF Helen Diller Cancer Research Center are on the forefront of finding that cure.

Honorary Trustees Joe Morgan Baseball Hall of Fame Clem Daniels NFL Oakland Raiders Diane Dwyer Anchor, NBC Bay Area News

Board of Directors

Medical Advisory Council

Robert Ellsworth President, Rue-Ell Enterprises

Shirley W. Nelson, Chairman

Wei Ai, PhD., M.D. Assistant Clinical Professor, Department of Medicine (Hematology/Oncology) UCSF

Honorable Dianne Feinstein United States Senator Tony La Russa Baseball Hall of Fame

Eddie C. Cheung, M.D., FACG, FIAP Gastroenterologist, UC Davis

Kikuo Nakahara Retired CPA

John A. Linfoot, M.D. Endocrinologist

Eddie Orton, President Orton Development, Inc.

Stuart S. London, M.D. Radiologist

William (Bill) Russell NBA Hall of Fame Legend

Frank McCormick, PhD. FRS Director, UCSF

Sandy Seeno Albert D. Seeno Construction

Mark Moasser, M.D. Oncologist, UCSF

Leigh Steinberg Steinberg Sports & Entertainment

Robert Nelson, M.D. Obstetrician & Gynecologist

Martin Wyatt Sports Director, ABC TV, Retired

Elliott N. Schwartz, M.D., CCD, CPD Nephrologist

David Casper NFL Oakland Raiders Hall of Fame

Joe Rainero, President Susan Casper Herman Miller, Inc. Ken Coit Coit Financial Group James Falaschi President, Transbay Holdings Maria Falaschi Managing Principal, BluPoint Marketing Honorable Alfred P. Knoll Retired David Ruegg President, Rue-Ell Enterprises Anne Marie Taylor John F. Kennedy University Mary Warren HMS Associates Bill Wheeler President, Black Tie Transportation Sam Williams NFL Oakland Raiders Mike Ziemann President Emeritus, Summit Bank 7

Wade S. Smith, PhD., M.D. Neurovascular Services Director, UCSF Warren J. Strudwick, M.D. Orthopedist

Ron Darling Broadcaster, Fox Sports Steven Kay Attorney, Kay & Merkle Keith Thomas KRT Marketing

Summit Bank Foundation Supporting the UCSF Helen Diller Cancer Research Center 2015 Events

LEBRITY CE

NAMENT UR TO

JOE MORG AN

Joe Morgan Celebrity Golf Tournament, Monday, July 20, 2015 Diablo Country Club Diablo, CA Joe Rainero, Tournament Chairman Shirley Nelson, Tournament Co-Chairman Joe Morgan, Major League Baseball Hall of Famer, Honorary Chairman The Summit Bank Foundation’s Annual Celebrity Golf Tournament is a day-long golf extravaganza featuring local celebrities and star athletes as they team up with foursomes to celebrate the young students who receive scholarships at the end of the day. Set on the beautiful greens of the Diablo Country Club, this Foundation event will be, once again, a day to remember. Perhaps that’s why so many of our celebrity participants have named it their “favorite celebrity golf tournament of the year!”

19th Annual Red and White Ball, Saturday, December 5, 2015

Red 7 7 &White

Ball 7

Summit Bank Foundation

Joe Rainero, President Shirley Nelson, Chairman

Diablo Country Club Diablo, CA Come dressed to the nines and join us for a formal holiday occasion at our 19th Annual Red and White Ball to celebrate our Foundation and honor our annual “Super Star Award” recipient. The Super Star Award is given to a leader who has made a positive impact on the community and made a great contribution to the Foundation over the years. This gala includes cocktails, caroling, dinner, dancing, a silent auction and entertainment. Mingle with friends, star athletes and local TV personalities as we kick-off the holiday season!

Virginia Madden, Wei Ai, M.D., Shirley Nelson

Summit Bank Foundation Scholarship Students

Donations

To make a donation, please make a check out to Summit Bank Foundation and send to 2969 Broadway, Oakland, CA 94611 or you may contact us at (510) 839-8800 or [email protected] summitbankfoundation.org

The Summit Bank Foundation is a registered 501(c)(3) nonprofit organization. Tax ID: 31-1648835