Forums. Facilitators: CEO A Brian D. Pollice, Plante Moran. Facilitator: Kathleen Wheelihan, MBC Training & Development, Inc.
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1 2015 Forums
2 Forums Branch Administrators Forum The MBA Branch Administrators Forum provides an opportunity for branch managers to share ideas. The forum is professionally led by Kathleen Wheelihan, Michigan Business Consultants Training & Development, LLC, and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges with others in branch administration. Learn how other banks are meeting their branch administration requirements. Form lasting relationships with other branch administrators. Preview cutting edge ideas in branch management. Kathleen Wheelihan, MBC Training & Development, Inc. Thursday, February 26, 2015 Thursday, June 4, 2015 Thursday, October 5, 2015 I have been attending the Branch Administrators Forum since its inception in These forums provide a great opportunity to share ideas with others in similar positions and I have found them to be beneficial in many ways. -Barb Diehm, Senior Vice President, Isabella Bank Chief Executive Officer Forum The MBA Chief Executive Officer Forum provides an opportunity for bankers to discuss important issues critical to their bank s success. The forum is professionally led by industry experts and encourages the free exchange of ideas and offers the opportunity to gain helpful hints and insights from the collective experience of others in leadership positions. Attendees mold the day into a discussion of subjects of most relevance to them. Discuss current industry challenges with other chief executive officers. Learn how other banks are meeting their latest challenges. Form lasting relationships with other chief executive officers. Facilitators: CEO A Brian D. Pollice, Plante Moran CEO B Sheryl Vander Baan, Crowe Horwath, LLP CEO A Friday, March 6, 2015 Friday, May 15, 2015 Friday, October 16, 2015 CEO B Friday, February 20, 2015 Friday, May 8, 2015 Friday, October 9, 2015 Online Questions about Regulatory Reform? Join the MBA Risk, Audit and Compliance Group site discussion board. Discussion relating to risk, regulatory and compliance issues. If you are interested in joining, please eschultz@mibankers.com. Login required. 2
3 Chief Financial Officer Forum The MBA Chief Financial Officer Forum is professionally led by Tom Hauck, Austin Associates, LLC, and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges with other chief financial officers. Learn how other banks are meeting their bank s requirements. Form lasting relationships with other chief financial officers. Learn about other bank s audit experiences. Preview cutting edge ideas in other banks. Tom Hauck, Austin Associates, LLC Wednesday, February 18, 2015 Wednesday, May 27, 2015 Wednesday, September 9, 2015 CRA Forum The MBA CRA Forum provides an opportunity for bankers to share ideas regarding their bank s CRA requirements. The forum is professionally led and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges with others. Learn how other banks are meeting their CRA requirements. Form lasting relationships with other CRA officers. Learn about other CRA examination experiences. Preview cutting edge ideas in managing your CRA requirements. Eric Durham, Crowe Horwath, LLP Friday, February 27, 2015 Friday, September 18, 2015 mibankers.com 3
4 Credit Analyst/Manager The MBA Credit Analyst/Manager Forum is professionally led by Rehmann and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges and trends. Learn how other banks are meeting their credit administration requirements. Opportunity to network with peers and form lasting relationships. Share ideas in lending and credit administration. Kari Gerber, CPA, Rehmann Senior Lender Forum The MBA Senior Lender Forum provides an opportunity for bankers to discuss important issues and dissect problems critical to their bank s lending issues. The forum is professionally led by Paul Sims, Guided Solutions, and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges with other senior lenders. Learn how other banks are meeting their lending needs. Form lasting relationships with other senior lenders. Preview cutting edge ideas in lending. Thursday, March 12, 2015 Thursday, September 17, 2015 Paul Sims, Guided Solutions Senior Lender A Tuesday, January 27, 2015 Tuesday, May 19, 2015 Tuesday, October 13, 2015 Senior Lender B Wednesday, January 28, 2015 Wednesday, May 20, 2015 Wednesday, October 14,
5 Senior Marketing Director Forum The MBA Senior Marketing Director Forum provides an opportunity for bankers interested in bank marketing to discuss important issues and dissect problems critical to their bank s marketing efforts. The forum is professionally led by Jeremy Kane, Galapagos Marketing, and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges with other marketing directors. Learn how other banks are meeting their marketing needs. Form lasting relationships other marketing directors. Preview cutting edge ideas in bank marketing. Jeremy Kane, Galapagos Marketing Friday, March 13, 2015 Friday, October 2, 2015 Senior Operations Director Forum The MBA Senior Operations Director Forum provides an opportunity for bankers to discuss important issues and dissect problems critical to their bank s operations. The forum is professionally led by industry experts, encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Discuss current industry challenges with other senior operations directors. Learn how other banks are handling their operations requirements. Form lasting relationships with other senior operations directors. Preview cutting edge ideas in operations. Vicki Smith, Plante Moran Friday, May 1, 2015 Friday, September 18, 2015 Join Us On: Michigan Bankers Association mibankers.com 5
6 Technology Forum The MBA Technology Forum provides an opportunity for bankers to discuss important issues and dissect problems critical to their bank s technology needs. The forum is professionally led by Jessica Dore, CISA, Rehmann and encourages the free exchange of ideas and offers opportunities to formulate solutions to current problems. The forum offers a rewarding experience for professional and personal growth and will translate positively to your bank s bottom line. Jessica Dore, CISA, Rehmann Friday, March 13, 2015 Friday, May 29, 2015 Friday, September 11, 2015 Discuss current industry challenges with others in bank technology. Learn how other banks are meeting their bank s technology requirements. Form lasting relationships with other bank technology officers. Preview cutting edge ideas in bank technology. 6 Additional Information Why Attend an MBA Forum? Totally participant driven No sales pitches, no lectures No lengthy discussions on topics of little interest Open idea-exchange format with peers from around the state Bring your own questions You make the agenda (topics on the agendas are submitted by attendees!) Ever wondered what it would be like to attend a forum? Well, now is your chance. If you have never participated in one of our forums and would like to try it out, you can now sign up to attend your first one at no charge. Please indicate this on your registration. We look forward to your participation! Location: MBA Education Center 507 S. Grand Ave Lansing, MI For detailed directions, click About the MBA at Forum: 9:00 a.m. - 3:00 p.m. Lunch (included): 11:45 a.m. Other Notes: Dress is business casual Confirmation will be ed upon receipt of registration Accommodations: Please ask for Michigan Bankers Association coporate rates. Downtown: North: Radisson Courtyard by Marriott 111 N. Grand Ave Lake Lansing Rd. Lansing, MI Lansing, MI About Lansing: To explore Lansing dining, shopping or attractions, download the mobile app at Cancellations: Registration fees will be refunded, if received in writing, more than three business days before the event. Substitutions are always welcome. Please mbaregistrations@mibankers.com with your substitution or cancellation request. Questions: Please call us at (517)
7 2015 Forums Registration MBA Education Center Lansing, Michigan Name: Title: Bank: Address: City/St/Zip: Phone: Cell Phone (in case of bad weather, etc.): (required for registration confirmation): Select Your Forum: Branch Administrators Chief Executive Officer A Chief Executive Officer B Chief Financial Officer CRA Credit Analyst/Manager Senior Lender A Senior Lender B Senior Marketing Director Senior Operations Director Technology Pricing: One Forum $275 Please indicate which date you plan to attend: Two Forums $380 If this is a three forum series, please indicate which dates you plan to attend: and Three Forums $565 This is my first forum Complimentary Total: $ Method of Payment: Invoice (MBA Members Only) Check payable to the Michigan Bankers Association Charge to my: MasterCard Visa AMEX Credit Card Number: Cardholder Name: Signature: Exp. Date: Please check here if you have a food allergy or require a vegetarian lunch. And please indicate allergy here: It's Easy to Register! Mail: Michigan Bankers Association 507 S. Grand Ave Lansing, MI Phone: (517) Fax: (517) mbaregistrations@mibankers.com mibankers.com 7
8 507 S. Grand Ave. Lansing, MI Forums mibankers.com 2015 Forums
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