On Site Agenda - Michigan Bankers Association

MBA Bank Management
and Directors Conference
December 3-5, 2014
Royal Park Hotel | Rochester, MI
On Site Agenda
Strategies for
Success
Welcome Michigan Bankers!
It’s my pleasure to welcome you to beautiful downtown Rochester for the 2014
MBA Bank Management and Director Conference. As the holidays approach
and we gather momentum for the coming year, we hope you enjoy the
opportunity to make new contacts, find an innovative product or service and
come away recharged and better equipped to lead your bank into 2015.
Each year, on Thursday evening, we honor our MBA Economic Impact Award
recipient. In 2014, we recognize the leadership of State Senator Virgil Smith.
Please join us as we celebrate his contributions to the policies promoting a
vibrant Michigan economy and strong banking industry. Following the dinner
banquet, we’ll host an afterglow reception, always an attendee favorite.
Use the conference app to keep up-to-date on all of the sessions and agenda.
Lastly, we have an intriguing speaker closing out the conference, Professor
James Olson, senior lecturer at the Bush School, provides an insider’s account
of his career as a spy in the CIA.
Agenda
Wednesday, December 3, 2014
12:00 p.m. Past Chairman’s Lunch (invitation only), Parlor A
12:00 p.m. Registration Opens, Lobby
6:00 p.m. Reception with Exhibitors, Gallery South
7:00 p.m. Enjoy Dinner in Downtown Rochester
Mingle with exhibitors, catch up with long-time friends and meet
new acquaintances
during the opening
reception.
As always, thank you to our exhibitors and sponsors for their generous support.
Enjoy your conference! I look forward to seeing you all.
David B. Ramaker
Chairman, Michigan Bankers Association
Chairman, CEO and President; Chemical Financial Corporation
A Special Thank You to the MBA Bank Management Committee:
Chairman
Bruce J. Cady
Lapeer County Bank & Trust
Company
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Chris Georvassilis
Comerica Bank
Michael J. Manica
United Bank of Michigan
Vice Chairman
Norman G. Campbell
Central State Bank
Grant Smith
Clarkston State Bank
Timothy G. Marshall
Bank of Ann Arbor
Deborah Smith-Olson
Lake-Osceola State Bank
Heather D. Brolick
Community Shores Bank
Donald St Germaine
Baybank
Craig S. Connor
Hillsdale County National Bank
Consultant
Kion Papageorge
Invictus Consulting Group, LLC
MBA 2014 Bank Mangement
and Directors Conference
Gather colleagues, clients, friends to dine at one of the many
delightful options Rochester has to offer, from sophisticated fivestar cuisine to creative casual fare. This time of year, downtown
Rochester is covered with more than 1 million points of glimmering
holiday lights. The display is lit every evening (5 p.m. – Midnight).
December 3-5, 2014
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Agenda (continued)
Thursday, December 4, 2014
7:30 a.m. Registration Open, Lobby
8:00 – 8:30 a.m. Continental Breakfast with Exhibitors,
Gallery South
Sponsored by Andrews Hooper Pavlik PLC
and United Bankers Bank
8:25 – 8:30 a. m.
Welcome, Parlor E-F
Speaker: MBA Chairman, David B. Ramaker,
Speaker: Richard F. Maroney, Austin Associates
12:00 – 1:00 p.m. Lunch, Parlor A-D
Sponsored by SNL Financial
Speaker: Annette Flood, Department of Insurance and Financial Services
1:05 – 2:00 p.m. Preparing for a Rising Rate Environment,
Parlor E-F
Speaker: Charley McQueen, McQueen Financial
Chemical Bank Corporation
Advisors
8:30 – 9:30 a.m.
Speaker: Ed Krei, The Baker Group
Economic Update, Parlor E-F
2:05 – 3:05 p.m.
Cyber Fraud: Best Practices for Managing
the Latest Threats, Parlor E-F
9:30 – 10:00 a.m. Refreshment Break with Exhibitors,
Gallery South
Comerica Bank
3:05 – 3:30 p.m.
Refreshment Break with Exhibitors , Gallery South
Sponsored by Austin Associates, LLC
10:00 – 11:00 a.m. What a Long Strange (5-10 Year) Trip
It’s Been, Parlor E-F
3:30 – 4:30 p.m.
The Five Keys to your Bank’s Success, Parlor E-F
6:00 p.m. Reception, Gallery South
Sponsored by MiBankHealth
Enjoy refreshments and chat with our sponsors and exhibitors.
Sponsored by Andrews Hooper Pavlik PLC and United Bankers Bank
Speaker: Dwight Larsen, United Bankers Bank
10:45 a.m. – 1:15 p.m. Guest/Spouse Program: Michigan’s Newest
National Historic Landmark: Meadow Brook
Meadow Brook is the historic estate built by one of the automotive
aristocracy’s most remarkable women, Matilda Dodge Wilson, widow
of automobile pioneer John Dodge, and her second husband, lumber
broker Alfred Wilson. It’s one of America’s greatest estate homes, an
icon of the automotive aristocracy and the home of the founders of
Oakland University. Walk this 110–room Tudor revival style mansion all
aglow with historic and holiday
treasures. A unique opportunity
to enjoy a wonderful gourmet
lunch in a magnificent setting.
Tour is from 11am-noon, with
lunch served immediately
following. Please meet in the
hotel’s front lobby.
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11:05 a.m. – 12:00 p.m. Strategies for Community Bank Profitability
and Growth, Parlor E-F
MBA 2014 Bank Mangement
and Directors Conference
Speakers: Douglas Brozick, FBI - Detroit; Dianne Shovely,
Recharge with refreshments and chat with our
sponsors and exhibitors.
Speaker: Ed Krei, The Baker Group
7:00 p.m. Enjoy the evening by browsing the exhibits, seeing
old friends and meeting new ones.
Dinner and Economic Impact Award, Parlor A-D
A lovely evening of dining with new faces and long-time friends from
your banking family. Executive Chef Colin Brown and his culinary team
deliver a delightful dinner using only the freshest ingredients from local
partners. Join us to honor State Senator Virgil Smith, of Detroit, for his
contributions to the policies and decisions supporting a vibrant Michigan
economy and strong banking industry.
8:30 – 10:00 p.m.
Afterglow Reception
Sponsored by Warner, Norcross & Judd and Rehmann
Join us for a night of socializing and fun.
December 3-5, 2014
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Friday, December 5, 2014
About Our Speakers
6:45 a.m. Traveling Circus Breakfast (invitation only), Parlor AB
JAMES BURSON
8:00 – 8:30 a.m. Continental Breakfast with Exhibitors, Gallery South
Sponsored by Andrews Hooper Pavlik PLC and
United Bankers Bank
8:30 – 9:30 a.m. Strategy in the Next Era of Banking,
Parlor E-F
9:35 – 10:30 a.m.
Closing Keynote: A Different Kind of Career:
Under Cover in the CIA, Parlor E-F
Speaker: James M. Olson, Senior Lecturer at
the Bush School, Texas A&M University
Sponsored by Charter Communications
10:30 a.m. Speaker: Jim Burson, Cornerstone Advisors Inc.
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MBA 2014 Bank Mangement
and Directors Conference
Prize Drawings
You must be present to win!
Jim Burson brings a deep knowledge of the financial
services industry as well as a wide range of executive
management and business planning experience
to his position as senior director of Cornerstone
Advisors’ strategic planning practice.
Before joining the Cornerstone team, Jim served
as the executive vice president and chief revenue (operating) officer
of a large regional bank in the Southeast, affording him extensive
insight into the world of retail and commercial banking management
and operations. Specific responsibilities in this role included the
development and implementation of customer and revenue strategies
as well as overall management of retail banking, commercial
banking, agribusiness banking, mortgage services, marketing, cash
management and customer experience. Earlier in his career, Jim served
as principal and co-leader of the banking practice at a Chicago-based
management and technology consulting firm. Jim also held positions of
progressive responsibility in retail bank strategic planning, marketing
and affinity development and sales management at PNC Bank
Corporation. He started his career as a commercial banker. Jim holds a
Master of Management degree from the J.L. Kellogg Graduate School
of Management at Northwestern University.
December 3-5, 2014
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About Our Speakers (continued)
ANNETTE FLOOD
Annette Flood was appointed director of the
Department of Insurance and Financial Services
(DIFS) by Michigan Governor Rick Snyder effective
November 1, 2013. Prior to her appointment, Director
Flood served as chief deputy director of DIFS and
chief deputy commissioner in the former Office of
Financial and Insurance Regulation.
Prior to her serving as chief deputy director, Director Flood served as
the executive vice president and chief operating officer of American
Physicians Capital, Inc. (APCapital), a publicly traded medical
professional liability insurance provider based in East Lansing, MI.
Before joining APCapital, Director Flood served as senior vice president,
corporate secretary and legal counsel of ProNational Insurance
Company. Director Flood has also held numerous executive level and
legal positions at MEEMIC Insurance Company, PICOM Insurance
Company and Lansing General Hospital.
Director Flood is a member of the State Bar of Michigan and a
registered nurse, and has more than 25 years of experience in the legal,
insurance and health care fields. She received her Bachelor of Science
in nursing from the University of Michigan and her Juris Doctorate from
Wayne State University Law School.
EDWARD A. KREI
Ed is a managing director with The Baker Group, an
investment firm based in Oklahoma City, specializing
in services to financial institutions. He performs
advisory services relating to balance sheet and
investment portfolio strategies, risk management and
strategic planning.
A frequent speaker at banking and investment
conferences, Ed has spoken for the Federal Reserve Board, the OCC,
the OTS, the FFIEC, the Conference of State Bank Supervisors,
several Federal Home Loan Banks and state banking and securities
regulatory agencies. He has served as a faculty member of numerous
banking schools, including the Graduate School of Bank Investments
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MBA 2014 Bank Mangement
and Directors Conference
and Financial Management, the ABA National Commercial Lending
Graduate School and the Graduate Schools of Banking at LSU, SMU
and Colorado.
Ed received his Bachelor of Business Administration degree in
accountancy from the University of Mississippi and was gold medalist
on the CPA examination in Tennessee. He has served on the boards
of numerous civic and charitable organizations. Ed is a registered
principal with FINRA.
DWIGHT LARSEN
In his current position as vice president of BankValue
Advisory Services, Dwight oversees a division of
United Bankers’ Bank that provides stock valuations,
market analysis, merger and acquisition assistance,
branch analysis, risk management and other
consulting services to community bankers and
their customers in a 14-state area. In addition to
working on client-specific projects, Dwight’s responsibilities include
conducting presentations for individual clients and groups of bankers
on issues covering the above areas as well as various other financial
management and bank regulatory topics. Prior to his current
position, Dwight was a national bank examiner with the Office of
the Comptroller of the Currency (OCC), and worked from offices in
Chicago, Minneapolis, San Francisco and Kansas City.
Dwight is a faculty member, section leader and a member of the
Academic Committee of the Graduate School of Banking in Madison,
Wis. Dwight is also on the faculty of Networks Financial Institute
(NFI), an organization that provides financial services training to state
legislators attending meetings sponsored by the National Conference
of State Legislators (NCSL).
December 3-5, 2014
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About Our Speakers (continued)
RICHARD F. MARONEY, JR.
Mr. Maroney co-manages the investment banking
division for Austin Associates. Prior to joining the firm
in 1984, he received a bachelor’s degree in business
administration and an MBA from the University of
Toledo. He is the author of numerous articles on mergers
and acquisitions and banking structure, and is a
frequent speaker to banking groups on a wide variety
of topics pertinent to the financial services industry. Having served as an
instructor at the Stonier Graduate School of Banking, he has appeared as
a featured speaker at the “Acquire or Be Acquired” national conference
sponsored by Bank Director Magazine. Mr. Maroney holds Series 63 and
79 licenses and is a registered representative of Investment Bank Services,
a registered broker-dealer.
Charles N. McQueen
Charley founded McQueen Financial Advisors, Inc. in
1999 to provide specialized investment and consulting
services to financial institutions. Today, his company
advises clients throughout the United States and
manages investment portfolios with a combined value in
excess of $4 billion.
With more than 20 years of experience, Charley oversees McQueen
Financial Advisors core services of providing investment portfolio
management, asset/liability management, mortgage servicing rights
valuations and tactical consultation. He is a frequent speaker at financial
institution conferences and has provided training and board of director’s
education on a variety of topics. Charley is frequently called on to
provide training for bank and credit union examiners and certified public
accountants.
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MBA 2014 Bank Mangement
and Directors Conference
JAMES M. OLSON
Professor Olson is a senior lecturer at the
Bush School, where he teaches courses on
intelligence, national security, and international
crisis management. He served for more than
25 years in the directorate of operations of the
Central Intelligence Agency, mostly overseas in
clandestine operations. In addition to several foreign
assignments, he was chief of counterintelligence at CIA headquarters
in Langley, Virginia. Professor Olson has been awarded the Intelligence
Medal of Merit, the Distinguished Career Intelligence Medal, the
Donovan Award, and several distinguished service citations. He is
the recipient of awards from the Bush School and the Association of
Former Students for excellence in teaching. Professor Olson is the
author of Fair Play: The Moral Dilemmas of Spying.
DIANNE SHOVELY
Dianne Shovely is a vice president in the fraud
services division of the financial intelligence
department of Comerica Bank. She serves as the
bank’s fraud training and awareness program
director and is responsible for the development,
coordination and implementation of a national
corporate program that focuses on raising fraud
awareness with Comerica colleagues, customers and the community.
She also oversees the department’s collections and recovery team as
well as the bank’s critical response phone center. She joined Comerica
in 1979 and worked in the bank’s community banking and human
resources departments before joining its audit department in 1989.
She served as manager of the bank’s Texas Fraud Prevention and
Investigative Services Group from 1995 to 1997, before transferring
back to Michigan as manager of the report monitoring group. She is a
certified fraud examiner.
December 3-5, 2014
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A Special Thank You to Our Sponsors and Exhibitors:
Our exhibitors and sponsors are a critically important part of this conference. Please plan your day to include time to interact with them – they
make our events possible. Thank you for your support!
List As of November 13, 2014
MBA Perry Schools of Banking- Exhibit Booth
Andrews Hooper Pavlik PLC- Coffee Breaks
MBA Service Corporation- Platinum Sponsor, Prize Drawing
Austin Associates, LLC- Refreshment Break, Tote Bag Insert
MiBankHealth- Thursday Reception, Prize Drawing
BDO- Room Gifts
Michigan Banker, LLC- Exhibit Booth
Charter Business- Keynote
Plante Moran- Lanyards
Clark Hill- Flash Drives
Platinum Bid Auction Service- Exhibit Booth
Doeren Mayhew- Prize Drawing
Priority Health- Prize Drawing
Fabrizio & Brook, P.C.- Tote Bags
Rehmann- Afterglow Reception
Fiserv- Exhibit Booth
Secure Banking Solutions- Exhibit Booth, Pens
First Service Corporation- Exhibit Booth
SNL Financial- Room Gifts, Luncheon
Great Lakes Capital Fund- Sponsor
Top Flite Financial- Exhibit Booth
Harland Clarke- Tote Bag Insert
TransFund- Beverage Tumblers
Kotz Sangster Wysocki P.C.- Notepads
United Bankers Bank- Coffee Breaks
Lending Solutions, Inc.- Exhibit Booth
Warner Norcross & Judd LLP- Afterglow Reception
MBABanking Magazine- Exhibit Booth
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MBA 2014 Bank Mangement
and Directors Conference
December 3-5, 2014
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Area Recommendations:
Giving Back
The Salvation Army of Metro Detroit and the Royal
Park Hotel have teamed up once again for a sweet
partnership to give local families some much-needed
assistance this holiday season. Enjoy dessert in Elliott’s
Lounge, The Brookshire, or Roy’s Place Restaurant,
all located inside the hotel, and $1.00 from each
dessert is donated.
Additional Guest Activities
Downtown Rochester is home to over 200 shops
and restaurants, 85% of which are owned by
independent merchants. There is something for everyone to enjoy!
Talk to the hotel’s concierge or front desk team. They are here to
assist you.
Downtown Rochester: www.downtownrochestermi.com
Village of Rochester: www.thevorh.com
Somerset Collection: www.thesomersetcollection.com
Great Lakes Crossing Outlets: www.greatlakescrossingoutlets.com
Additional Information
Attire
Dress is business casual during the day and business attire is
recommended for evening events.
Badges
All guests must be registered and wear their MBA name badges to
be admitted to events.
Presentations
All available presentations are posted at
http://bit.ly/mbabankmgmthandouts
Conference App
1. Download Bizzabo App (iPhone, Android)
2. Search for: “MBA Bank Management”
3. Select Agenda or Join via LinkedIn
Or access on your computer or laptop by visiting
https://events.bizzabo.com/mbabankmgmt14
Dining Suggestions
Brookshire Restaurant
(inside the hotel)
Enjoy Brookshire Restaurant for breakfast, lunch or dinner. Relax at
Elliott’s Lounge with a wide variety of food and beverage options, or
indulge in afternoon tea at Royalty Tea.
Rochester Chop House: Steak and Seafood
(located on Main Street, three blocks from hotel)
T h a n k y o u f o r a tt e n d i n g !
http://bit.ly/rochesterchophouse
Silver Spoon: Italian
(Located on Rochester Rd., one mile north of hotel)
http://bit.ly/rochestersilverspoon
The Meeting House: American, Local Produce Used
(Located on Main Street, three blocks from hotel)
http://bit.ly/rochestermeetinghouse
Kruse and Muer: Pizza, Pasta, Chicken, Seafood
(Located on Main Street, three blocks from hotel)
http://bit.ly/kruseandmuer
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MBA 2014 Bank Mangement
and Directors Conference
December 3-5, 2014
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