Regents Bank Provides Valuable Education for Clients With It’s Consultative Banking Approach

Regents Bank provides ongoing educational events as part of its consultative approach to working with clients,  The most recent event occurred this past Tuesday, March 20th.  Regents co-sponsored an educational event for local San Diego business leaders which was held at The Prado in Balboa Park, San Diego, CA. Renaissance Executive Forums was the event organizer, as well as Stephen Friedman, Senior Vice President of Regents Bank’s Carlsbad office playing a key role in the organization and success of the forum. .

Renaissance Executive Forumsscreen-shot-2016-09-13-at-11-07-51-am is a CEO peer group organization based in La Jolla, CA.  This most recent forum is their signature annual event that has been running for the past five years. Regents Bank has  co-sponsored the last three. More than  125 attendees comprised of business leaders in San Diego, mostly owners of successful companies in San Diego, were in attendance and gained excellent insights from the two keynote speakers, Walter Green and Chip Conley.

Walter spent an entire year of his life personally meeting with over 40 people that he felt had a meaningful impact on his life and then communicating that message to them. He felt that waiting until someone died and then saying all those things in a eulogy would leave him feeling deep regret at not sharing those thoughts when they were alive.  He found that the recipients of his gratitude often had no idea as to the effect that they had on someone else’s life and were so grateful that Walter had shared his gratitude with them. Walter encouraged attendees to spread the gratitude in their own lives and assured us that the rewards were immeasurable.

Chip Conley has been coined as the traffic officer on the intersection between business and psychology.  He discussed the key postulates in his new book, “Emotional Equations”, which breaks down a path to happiness into 16 simple word based, mathematical formulas.  Some examples included:

Happiness = Practicing Gratitude / Pursuing Gratification

Despair = Suffering – Meaning

Disappointment = Expectations – Reality

Chip uses these formulas as constant, simple reminders as to where to place his own priorities in business and personally.

Future events sponsored by Regents Bank’s Carlsbad office can be found on our website at For further information on Renaissance Executive Forums or Regents Bank’s consultative banking approach contact Stephen Friedman at 760-931-5141


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Posted on March 23, 2012, in Consultative Banking, Uncategorized and tagged , , , , . Bookmark the permalink. Leave a comment.

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