BANK DIRECTORS ASSEMBLY AGENDA March 3-4, 2014 Greensboro-High Point Airport Marriott

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1 Monday, March 3 BANK DIRECTORS ASSEMBLY AGENDA last updated items in red not yet confirmed American Banker American Banker magazine Sponsored by: ELLIOTT DAVIS Sponsored by: KEEFE BRUYETTE & WOODS 7:30 am REGISTRATION & HOSPITALITY DESK OPENS Grand Ballroom Foyer Refreshments Sponsored by: KILPATRICK TOWNSEND & STOCKTON 8 10 am NCBA AND CBS BOARD OF DIRECTORS MEETING Sponsored by: FEDERAL HOME LOAN BANK OF ATLANTA 9 am EXHIBITOR SET-UP Grand Ballroom Foyer 10 am Noon HOT TOPICS OPTIONAL SESSION (separate pre-registration required) Sponsored by: PCBB Hedging Program for Community Banks MIKE BILELLO Managing Director, PCBB Capital Markets Walnut Creek, CA Noon 1 pm Brush Creek Lounge & Grille Lunch On Your Own 1 pm GENERAL SESSION Grand Ballroom RON BLACK, Presiding President, Bank of Oak Ridge Oak Ridge, NC Invocation and Pledge of Allegiance Led By: DAWN THOMPSON Vice President & Associate Counsel, NC Bankers Association Raleigh, NC 1 1:30 pm THE HONORABLE KAY HAGAN US Senator, State of North Carolina 1:30 2 pm Title JIM CREEKMAN Attorney, Ward and Smith Raleigh, NC 1

2 2 3:30 pm Regulator Panel BT ATKINSON, Moderator Partner, Bryan Cave Charlotte, NC JIM CARLEY Southeast Regional Director, CFPB Washington DC TOM DUJENSKI Regional Director, FDIC Atlanta, GA JIM EUGE National Bank Examiner, OCC Charlotte, NC JOAN GARTON Vice President, Federal Reserve Bank Richmond, VA RAY GRACE Commissioner, NC Office of the Commissioner of Banks Raleigh, NC 3:30 4 pm NETWORKING BREAK IN THE MARKETPLACE Grand Ballroom Foyer Sponsored by: SANDLER O NEILL + PARTNERS 4 pm 4:45 pm BREAKOUT SESSION I Emerging Risks in Information Technology RODNEY MURRAY Principal-In-Charge, Dixon Hughes Goodman Charlotte, NC Succession Planning LAURA HAY Managing Director, Pearl Meyer & Partners Charlotte, NC Board Governance of Risk Management MICHAEL GLOTZ Partner, Strategic Risk Associates Richmond, VA Banks Investing of Small Business Companies (SBICs) KEL LANDIS Partner, Plexus Capital Raleigh, NC MICHAEL PAINTER Partner, Plexus Capital Raleigh, NC 4:50 5:35 pm BREAKOUT SESSION II Title JASON CASKEY Shareholder / Financial Services Practice Leader, Elliott Davis Columbia, SC 2

3 M&A Update RICK CHILDS Director, Crowe Horwath Indianapolis, IN RICK CALLICUT President & CEO, Bank of North Carolina High Point, NC Enterprise Risk Management (ERM) A Process Rather than a Person DAVID RUFFIN Managing Partner, Credit Risk Management Raleigh, NC Corporate Governance GARY BRONSTEIN Partner, Kilpatrick Townsend & Stockton Washington DC 5:40 pm 6:25 pm BREAKOUT SESSION III Title RANDY CAMERON EVP Correspondent Credit, Alostar Bank of Commerce Cottonwood Heights, UT What s New in the AML Landscape and Its Effects on Director Responsibilities TYRONE BEASLEY Principal / Risk Advisory Services, McGladrey Dallas, TX PATRICO PEREZ Partner, McGladrey Miami, FL Questions (and Answers) that Define Healthcare Reform GREG STANCIL Director of Healthcare Reform, Scott Benefit Services Greensboro, NC Title JEFF ADAMS Managing Director, Banks Street Partners Atlanta, GA JEFF MCNORRIL Managing Director, Banks Street Partners Charlotte, NC 6:30 7:30 pm CONGRESSIONAL RECEPTION IN THE MARKETPLACE Grand Ballroom Foyer Sponsored by: PCBB 7:30 9 pm DINNER Grand Ballroom Sponsored by: COMMUNITY BANK SERVICES Serving on Boards: Key Lessons Learned and a Few War Stories BILL MOORE Chairman, Lookout Capital / Chairman, RTI Chapel Hill, NC Turndown Service Sponsored by: COMMUNITY INVESTMENT CORPORATION OF THE CAROLINAS 3

4 Tuesday, March 4 American Banker Sponsored by: KEEFE BRUYETTE & WOODS 7 am HOSPITALITY DESK OPENS Grand Ballroom Foyer 7 8 am GRITS GRINS AND FRIENDS A CAROLINA COUNTRY BREAKFAST Salon E Sponsored by: DIXON HUGHES GOODMAN 8 am GENERAL SESSION Salon D RON BLACK, Presiding President, Bank of Oak Ridge Oak Ridge, NC 8 8:30 am Speaker Introduced By: NATHAN BATTS Senior Vice President & Counsel, NC Bankers Association Raleigh, NC 8:30 9 am Speaker Introduced By: Post Cycle M&A: Why Today s Deals are Different Than in the Past SCOTT ANDERSON Managing Director, Keefe Bruyette & Woods New York, NY Do You Know Your RQ? LAURA BINGHAM Carolinas Partner, Newport Board Group Raleigh, NC 9 9:30 am Speaker Introduced By: KIM HUTCHENS Executive Vice President, Community Bank Services Raleigh, NC 9:30 10 am Speaker Introduced By: Bank Directors in a New World: Opportunities and Risks DAVE BARIS Partner, BuckleySandler Washington DC Audit Committee Insights CID HICKMAN Partner, Cherry Bekaert Raleigh, NC 10 10:30 am NETWORKING BREAK IN THE MARKETPLACE Grand Ballroom Foyer Sponsored by: CHERRY BEKAERT 4

5 10:30 11 am Speaker Introduced By: Salon D BRANDON WRIGHT Director of Communications, NC Bankers Association Raleigh, NC 11 11:30 am Speaker Introduced By: Privacy & Consumer Regulations: How to Protect Your Business & Your Customers CAREN ENLOE Of Counsel, Morris Manning & Martin Durham, NC Community Leaders Beware: Know the Liabilities You May Face as Volunteers for Non-Profit Service Organizations AP CARLTON Managing Member, Carlton Law Raleigh, NC MARTY MARTIN Attorney, Martin Law Firm Raleigh, NC 11:30 am Noon Speaker Introduced By: THE HONORABLE PAT MCCRORY Governor, State of North Carolina Raleigh, NC Noon Noon 1 pm Salon E ADJOURNMENT OPTIONAL LUNCHEON Additional Sponsorships: Attendee List: PEARL MEYER & PARTNERS Attendee Packets: CROWE HORWATH Candy Basket: PLEXUS CAPITAL Highlighters: TURLINGTON& COMPANY Hotel Key Cards: MORRIS. MANNING & MARTIN Lanyards: ALOSTAR BANK OF COMMERCE Name Badges: STRATEGIC RISK ASSOCIATES Pad and Pens: MCGLADREY Post-It Notes: MAULDIN & JENKINS Profitability Bell: SCOTT BENEFIT SERVICES Program Design: APPLE ADVERTISING Program Printing: RAYMOND JAMES Tote Bags: BANKS STREET PARTNERS Water Bottles: CREDIT RISK MANAGEMENT 5