m e m o r a n d u m conference/fullpacket-websit… · taxi service: 1-800-taxicab nashville,...

Gerald L. Reeves

Chairman

President/CEO

Sturdy Savings Bank Cape May Court House, NJ

Angela Snyder

First Vice Chairman

CEO/Vice Chairman

Fulton Bank of New Jersey Mt. Laurel, NJ

James S. Vaccaro

Second Vice Chairman

President/CEO

Manasquan Savings Bank Wall Township, NJ

John E. McWeeney, Jr.

President/CEO

New Jersey Bankers Association

Cranford, NJ

M E M O R A N D U M

TO: NJBankers Associate Members

FROM: John E. McWeeney, Jr., President / CEO

DATE: January 2015

SUBJECT: 111TH

Annual Conference - "Jersey Bankers Gone Country" May 27 – 31, 2015

The Omni Hotel, Nashville, TN We are pleased to provide the enclosed registration material for the NJBankers 111

th Annual Conference. The Omni Hotel, Nashville, TN will be the site of this year’s annual conference.

The NJBankers Conference Committee has developed a timely and informative educational program for bank CEOs, senior managers, directors and guests. We encourage you to take advantage of this opportunity to reach out to the NJ banking industry by considering exhibit, sponsorship or advertising opportunities. These activities are an effective way to raise your firm’s profile among the membership and demonstrate your support for the industry. Please remember that the conference dates are peak travel times to Tennessee so you are encouraged to make air transportation and hotel reservations as early as possible. Members should make travel arrangements through their own travel agent or directly with the airline referenced in the conference packet. Please make sure to note the Exhibit Hall schedule and layout! Set-up for the Exhibit Hall will begin on Tuesday, May 26 from 2:00 p.m. to 5:00 p.m. and on Wednesday, May 27 from 9:00 a.m. to 11:00 a.m. or 2:00 p.m. to 4:00 p.m. All booths must be in place by Wednesday at 4:00 p.m. as we will open the Exhibit Hall for a two hour Welcome Reception at 5:00 p.m. When making your travel plans, please allow sufficient time to attend an open meeting of the Associate Member Committee on Wednesday from 1:00 p.m. to 2:00 p.m. NJBankers represents financial institutions with offices in New Jersey and we anticipate conference attendance of over 500 participants. For exhibit and sponsorship opportunities, please contact Jenn Zorn at 908.272.8500, ext. 611 or [email protected]. If you have any questions on registration or hotel accommodations, please contact Cris Goncalves at 908.272.8500, ext. 630 or [email protected]. For questions regarding advertising, please contact Emily DeMasi at 908.272.8500, ext. 610 or [email protected]. JEM/jmz

mailto:[email protected]?subject=108th%20Annual%20Conference%20Sponsorships

mailto:[email protected]?subject=108th%20Annual%20Conference

New Jersey Bankers Association 111

th Annual Conference

May 27 – 31, 2015 The Omni Hotel, Nashville, TN

CONVENTION CHECKLIST - DUE DATE: APRIL 30, 2015 HAVE YOU… Reviewed the Initial Conference Packet (Schedule, Hotel & Area Details, Restaurants and Forms)

Filled out NJBankers Registration Form

Made your Room Reservations with The Omni Hotel (make sure you reference 052215NJBANKERS in order to get the special group rate) No later than April 30, 2015.

(1) Call the resort directly at 1-888-444-OMNI (6664)

(2) Register online at www.omnihotels.com/hotels/nashville/meetings/new-jersey-bankers-association

Made your airline travel arrangements with your preferred carrier or use United Airlines below for an additional discount

United Airlines (non-stop flights available from Newark) * Valid Travel Dates: May 24 – June 3, 2015

* United Airlines is pleased to offer discounts of 2% to 10% off published fares. Save an additional 3% by booking your own reservations at www.united.com Choose your flight times, and access your meeting discounts by inserting ZSNZ536086 in the promotional offer box.

Booked your Ground Transportation. Preferred providers for The Omni Hotel include:

Car Service: Grand Avenue, 866-455-2823 or 615-714-5466

Taxi Service: 1-800-Taxicab Nashville, 800-829-4222 or 615-420-7078

Hertz rental car service, 800-654-2240; please refer to group code: CV# 04HJ0006

Noted your attendance at “A Night at the Bluebird Café” on Saturday

Filled out the optional Golf Tournament Form (Don’t forget to note if you need to rent clubs)

Filled out the optional Tennis Tournament Form

Filled out the optional Additional Tours / Spouses Activities Form

Considered a Sponsorship and/or Advertising

MAILED ALL REGISTRATION FORMS (except hotel) WITH PAYMENT TO: New Jersey Bankers Association 411 North Avenue East, Cranford, NJ 07016 Secure Fax: 908-272-2720

Visited www.njbankers.com for up-to-date Annual Conference/Information (including program, restaurant choices, area sites to visit, houses of worship and all registration material).

http://www.omnihotels.com/hotels/nashville/meetings/new-jersey-bankers-association

http://www.united.com/

jersey bankersgone country

CONFERENCE

111TH ANNUALNJBankers

MAY 27-31, 2015

THE OMNI HOTEL NASHVILLE TENNESSEE

REGISTRATIONNJBANKERS REGISTRATION FORMSKindly return all registration forms to the NJBankers office, 411 North Avenue East, Cranford, NJ 07016 with appropriate registration fees as early as possible, but no later than April 30, 2015.

NJBANKERS REGISTRATION DESKNJBankers staff will be located in the Broadway Ballroom pre-function during the entire conference.

GUESTS NEEDING SPECIAL ASSISTANCEAs a routine matter, we are notifying all persons who are planning to attend the conference about the Americans with Disabilities Act, which deals with accommodating persons who are disabled.

If you wish to inform us that you have a disability that is covered under the Americans with Disabilities Act and of your special needs while attending, please notify us imme-diately so that we will be informed of this well in advance of the meeting. When writing us, you should address your letter as follows: Cris Goncalves, Manager of Education, NJBankers, 411 North Avenue East, Cranford, NJ 07016.

DRESS CODEGeneral Sessions: For all educational programs dress is casual (polo shirt & khakis).

Evening Activities: Because Nashville is a more casual destination, you will see a mix of dress, from business casual to formal attire, so wear what you are comfortable in for evening events, including your cowboy boots!

OUTSIDE ACTIVITIES/SUITE RESERVATION PROCEDURESIt is NJBankers policy that conference attendees are not allowed to sponsor any functions which conflict with a scheduled NJBankers event during the Conference or Exposition. This applies to hotel suites and meeting rooms, golf outings, group dinners, and any outside activity. Any groups wishing to host additional functions will need approval by NJBankers Director of Education. In addition no printed materials, gifts etc. may be sent to any guests’ rooms without the consent by NJBankers Director of Education.

HOTEL RESERVATIONSThe guest room rates at the Omni Hotel are $219 per night, single or double occupancy for a standard room. For additional room types, call the hotel for pricing.

Due to the popularity of Nashville, you are encouraged to make your reservations NOW! But no later than April 30, 2015, since a portion of NJBankers unused room block may be released at that time.

(Please note that the hotel anticipates being sold out during our stay.)

Hotel reservations may be made by: Calling the reservations center at 888-444-OMNI (6664)Online at: omnihotels.com/new-jersey-bankers

Make sure you reference the New Jersey Bankers Group Code: 052215NJBANKERS in order to get the special group rate.

Check-in time is 4:00 p.m. • Check-out time is 11:00 a.m.

NJBANKERS 111TH ANNUAL CONFERENCEThe Omni Hotel, Nashville, Tennessee • May 27 - May 31, 2015

CANCELLATION OF RESERVATIONS/EARLY DEPARTURECancellation of reservations made up to 14 days prior to the date of arrival will be accepted and the deposit refunded for those rooms for the full nights stay by the hotel.

Any early departures not cancelled three (3) days in advance will be charged a $100 early departure fee.

ATTENDEE MAY BE RESPONSIBLE FOR CANCELLED ROOM CHARGES IF NJBANKERS DOES NOT MEET ITS ROOM BLOCK OBLIGATION.

FURTHER INFORMATIONFor information on hotel amenities, area restaurants and activities, contact the hotel concierge at 615-761-3625.

GETTING TO THE CONFERENCENEARBY AIRPORTSNashville International Airport (BNA); 7.5 miles away from hotel, 10 minute drive

AIR TRANSPORTATIONGuests should make their own airline reservations directly with a carrier or consult their own travel agent.

TRAVEL DISCOUNTSUnited Airlines:For travel from Newark, NJ to Nashville, TN Promotional Offer: ZSNZ536086 Valid Travel Dates: May 24-June 3, 2015

ONSITE TRANSPORTATIONCAR RENTAL Hertz:Reservations are recommended, and can be made by calling 800-654-2240. Please refer to group code CV#04HJ0006. Rates available from all Nashville locations for pickups May 20-June 7, 2015.

CAR SERVICEGrand Avenue: 186 North First Street, Nashville TN, 37213 866-455-2823 or 615-714-5466

TAXI SERVICE1-800-Taxicab Nashville: 800-829-4222 or 615-420-7078

For updated information please visit our website on www.njbankers.com

Follow us on: @NJBankers @NewJerseyBankersAssociation

http://www.njbankers.com

EXHIBIT HALLWednesday, May 27, 2015, 5:30 p.m.-7:00 p.m. reception with exhibitorsThursday, May 28, 2015, 7:00 a.m.-11:00 a.m. and 6:30 p.m.-8:00 p.m., reception with exhibitorsFriday, May 29, 2015, 7:00 a.m.-12:00 p.m.

With more than 40 Service Providers (see attached flyer) anticipated, the Exhibit Hall will be your touchstone, not only for what’s new in the industry, but will serve as a cen-tral location for breakfast, breaks, our welcome reception and catching up with old and new friends! Contact Jenn Zorn, [email protected] for more information!

Exhibitors participating to date include:Accume PartnersCOCCDCI (Data Center Inc.)Federal Home Loan Bank of New YorkFinancial Services, Inc. (FSI)ICBA Services NetworkIFM Group, Inc.McGladrey, LLPMosteller & AssociatesTravelers Insurance CompanyVillage Office SupplyWeiserMazars LLP

NJBankers has a strict policy of no “suit casing”. Associate Members attending are encouraged to exhibit in the Hall. A policy of no hard sales on the exhibit floor is in place for any non-exhibitor out of deference to those who are exhibiting.

SPONSORSHIPSSponsorships are a great opportunity to support your association and to give your bank/company maximum exposure and recognition. Lock in your sponsorship (see attached flyer) early so that you will benefit from months of pre-conference publicity! Contact Jenn Zorn, [email protected] or 908-272-8500 ext. 611 for more information.

ADVERTISINGBe a part of NJBankers premiere event by placing an ad in the Annual Conference Program & Business Guide. The Program Guide is a great way to advertise your firm’s products and services to the expected 550+ attendees or to simply congratulate NJBankers new incoming chairman, officers and board members. The Program Guide is distributed to all conference attendees and mailed to those members who were unable to attend the conference. A full-page ad costs $1,100 . Call for availability and pricing on cover ads, which may be available in color, or for full details on sole sponsorship for the Program and Business Guide. Contact Emily DeMasi, Director of Communications, 908-272-8500, ext.610; [email protected] or Erin Suckiel, Assistant to the Director of Communications at ext. 629; [email protected].

Endorsed and Select Partners of NJBankers Exhibiting include:

Endorsed and Select Partners of NJBankers exhibiting include:

SILVER SPONSORS BRONZE SPONSORS

PATRON SPONSOR

PLATINUM SPONSORS DIAMOND SPONSORS GOLD SPONSORS

PROGRAM AGENDATUESDAY, MAY 262:00 p.m.-4:00 p.m. EXHIBITOR SET-UP

WEDNESDAY, MAY 279:00 a.m.-11:00 a.m. EXHIBITOR SET-UP

1:00 p.m. ASSOCIATE MEMBER COMMITTEE “OPEN” MEETING

2:00 p.m. REGISTRATION / INFORMATION DESK HOURS

2:00 p.m.-4:00 p.m. EXHIBITOR SET-UP

4:00 p.m. BOARD OF DIRECTORS MEETING

7:00 p.m. FORMER CHAIRMEN’S DINNER (by invitation only)

THURSDAY, MAY 287:00 a.m. REGISTRATION / INFORMATION DESK / EXHIBIT HALL

7:30 a.m.-11:15 a.m. FIRST GENERAL SESSION

Presiding: Gerald L. Reeves, Chairman New Jersey Bankers Association President & CEO, Sturdy Savings Bank

• Opening Ceremonies

• Annual Meeting

• Banking in 2020 – A Glimpse into the Future Donald J. Musso, President & CEO FinPro, Inc. Community banking is rapidly changing. Consolidation, new technology, customer sophisti-cation, and new competitive forces will challenge current banking norms. This presentation will discuss what a thriving community bank will look like in 2020. The goal is to educate so that community bankers understand what they need to do to bridge the gap.

• Remarks Thomas J. Curry, Comptroller of the Currency Office of the Comptroller of the Currency

JERSEY BANKERS GONE COUNTRY

Gerald L. Reeves

Donald J. Musso

Thomas J. Curry

• A View from Washington John A. Ikard, Chairman American Bankers Association President & CEO FirstBank Holding Company Lakewood, CO

• Housing Market Update Jeffrey G. Otteau, President Otteau Valuation Group

FRIDAY, MAY 297:00 a.m. REGISTRATION / INFORMATION DESK / EXHIBIT HALL

8:00 a.m. CONCURRENT BREAKOUT SESSIONS A

• Mutual Bank Expansion: Mergers and Acquisitions by Mutual Banks Douglas P. Faucette, Esq., Partner Locke Lord LLP This presentation will inform attendees about recent announced deals involving mutual combinations and distinguish their structure from stock deals. The speaker will also explain available capital alternatives and detail innovative structures to finance the purchase of stock companies. Compensation arrangements, social governance structure and Board plans that facilitate such combinations will also be presented.

• Current Trends in Bank Merger Class Action Shareholder Litigation Clark Alpert, Esq., Partner Windels Marx Lane & Mittendorf, LLP The presentation will explain the activity in the last several major class action cases involving New Jersey bank mergers and how they were dealt with successfully; extraordinarily resulting in voluntary dismissals. Addressed will be the tactics being employed by the class action plaintiff lawyers, and the counter-measures that were successfully implemented.

• Preparing Your Bank’s Portfolio for Different Yield Curves Jonathan Mackay, Managing Director Market Strategist Morgan Stanley Wealth Management Interest rates didn’t return to their Pre-Great Depression rates until the late 1950’s, effectively over 30 years. Conversely, during the Carter Administration rates skyrocketed. Attendees will gain insights into the potential for rates being range-bound for an extended period of time as well as the potential for a gradual rise and a likely scenario in the current economic environment. Additionally, attendees will gain insight into how some of the larger institutions are structuring their portfolios including different approaches to consider for your bank’s portfolio.

John A. Ikard

Jeffrey G. Otteau

Douglas P. Faucette

Clark Alpert

Jonathan Mackay

9:20 a.m. CONCURRENT BREAKOUT SESSIONS B• Cybersecurity: What Bank Boards

and Senior Management Need to Know Kevin M. Toomey, Esq. Kilpatrick Townsend

Christina M. Gattuso, Esq., Partner Kilpatrick Townsend This presentation focuses on the current and developing legislative and regulatory environment and its effect on the banking industry. Specifically, it will focus on three areas: (i) existing federal and state cybersecurity regulations; (ii) developing federal and state cybersecurity legislation and the regulatory appetite for such regulation (including FFIEC guidance and NIST framework); and (iii) private sector responses, primarily focusing on the MasterCard- and Visa-led cross-industry group focused on enhancing payment system security. The presentation will also discuss best practices for financial institutions, including board responsibilities, how to establish a cybersecurity program, third party relationships and information sharing.

• Bank Taxation: Uncertain After All Glenn James, Partner BDO USA LLP An entertaining presentation on recent developments in federal, New Jersey and contig-uous state taxation of financial institutions for the non-tax professional, covering newsworthy changes in the laws, regulations tax authority positions and interesting court cases over the past year, with the objective of briefing the bank executive on expected impacts and planning opportunities to optimize tax expense management.

• QM Session with ICBA and ABA Moderator: Todd M. Poland, Esq., Partner McCarter & English, LLP

Panelists: Robert R. Davis, Executive Vice President American Bankers Association

Karen M. Thomas, Senior Executive Vice President Government Relations & Public Policy Independent Community Bankers of America

10:40 a.m. CONCURRENT BREAKOUT SESSIONS C

• Mergers & Acquisitions Panel Ben A. Plotkin, EVP/Vice Chairman Keefe, Bruyette & Woods, A Stifel Company

Eric Luse, Esq., Partner Luse Gorman Pomerenk & Schick, P.C.

Michael T. Mayes, Managing Director Raymond James This panel will discuss mergers and acquisitions in New Jersey.

Kevin M. Toomey

Christina M. Gattuso

Glenn James

Robert R. Davis

Karen M. Thomas

Todd M. Poland

• Banking Without Borders Jerald D. Murphy, Chief Executive Officer BITS, LLC The landscape of the future of banking is shifting rapidly – more and more services are moving online, which means stepping away from traditional brick & mortar transactions and customer familiarity. But what if there is a way to welcome the best of both worlds and maintain the intimate customer interactions community banks are known for? Enhanced customer call center capabilities integrated with video conferencing can help banks maintain face-to-face customer interactions – even when the majority of today’s transactional-based banking is moving to the cloud. This presentation will touch upon what to expect for the future of banking technology, including demos of what interactions may look like in the near future.

• Executive and Director Compensation Trends David R. Payne, Esq., Chief Operations Officer Bank Financial Services Group As 2008 and the turmoil in the banking industry subsides, what is happening to executive and board of director compensation? Is it back on track, does it depend on the asset size of your bank, and where are the areas of the country where compensation trends are most beneficial to banks and bankers? Knowing these trends is vital in retaining and attracting qualified executives and board members and staying up to date with the latest information.

SATURDAY, MAY 307:00 a.m. REGISTRATION / INFORMATION DESK

8:00 a.m.-12:10 p.m. SECOND GENERAL SESSION

Presiding:

Gerald L. Reeves, Chairman New Jersey Bankers Association President & CEO, Sturdy Savings Bank

• Risk Assessments, Risk Profiling and Risk Management Michael D. Cohn, Director WolfPAC Solutions Group Wolf & Company, P.C. Risk Assessments, Risk Profiling and Risk Management, especially when practiced in a bottom-up approach, is an underutilized management technique that when implemented allows organizations to become more efficient, smarter, and better able to compete in an increasingly complex environment. Such programs come in many different shapes and sizes. This presentation will discuss areas of effective risk management models and how an integrated bottom-up approach supports all stakeholders’ needs. Additionally, it will discuss how to implement a business continuity plan, what examiners are analyzing and how to prepare for the next business interruption.

Eric Luse

Michael T. Mayes

Jerald D. Murphy

Michael D. Cohn

David R. Payne

Ben A. Plotkin

• Regulatory Hot Topics Panel

Moderator: Thomas J. Shara, President & CEO Lakeland Bank

Panelists: Wilma Sabado, Financial Institution Supervision Group Federal Reserve Bank of New York Community Banks Team

Speaker to be Announced Federal Reserve Bank of Philadelphia

John P. Conneely, Deputy Regional Director Federal Deposit Insurance Corporation

Edward Dowling, Assistant Deputy Comptroller New York Metro Field Office Office of the Comptroller of the Currency

Andrew Rizkalla, Assistant Regional Director Supervision | Northeast Region Consumer Financial Protection Bureau

• President’s Report John E. McWeeney, Jr., President & CEO New Jersey Bankers Association

• Awards Ceremonies

• Installation of 2015-2016 Board of Directors

• Installation of 2015-2016 Officers

• Outgoing Chairman Remarks

• Incoming Chairman Remarks Angela Snyder, CEO & Vice Chairman Fulton Bank of New Jersey

11:15 a.m.-12:10 p.m. FEATURED SPEAKER:“ADAPT: Overcoming Adversity” Jim Abbott Former Professional Baseball Player New York Yankees

12:10 p.m.-1:10 p.m.

Book Signing with Jim Abbott

Wilma Sabado

Edward Dowling

Andrew Rizkalla

John P. Conneely

John E. McWeeney, Jr.

Angela Snyder

Thomas J. Shara

FEATURED SPEAKER

“ADAPT: Overcoming Adversity”Jim Abbott Former Professional Baseball PlayerNew York Yankees

Saturday, May 30, 2015 from 11:15 a.m. to 12:10 p.m.Book Signing to follow from 12:10 p.m. to 1:10 p.m.

BIOGRAPHYJim Abbott was born September 19, 1967, in Flint, Michigan without a right hand. He was an All-American hurler at Michigan; won the Sullivan Award in 1987; was the pitcher for the Gold Medal Olympic Team in 1988; and threw a 4-0 no-hitter for the New York Yankees versus Cleveland (September 4, 1993). Abbott played for 10 seasons on four different teams and ended his big league career in 1999.

Abbott has worked with The Department of Labor’s Office of Disability Employment Policy (ODEP) on several initiatives encouraging businesses to hire people with disabilities.

Today, in addition to often being a guest pitching instructor during spring training for the Los Angeles Angels, Jim Abbott is a motivational speaker.

RECEPTIONSWEDNESDAY, MAY 27Board Reception (PRIVATE) 5:00 p.m.–5:30 p.m. Welcome Reception with Exhibitors 5:30 p.m.–7:00 p.m.

THURSDAY, MAY 28Networking Reception with Exhibitors 6:30 p.m.–8:00 p.m.

FRIDAY, MAY 29Networking Reception 6:30 p.m.–7:30 p.m.

SATURDAY, MAY 30“Night at the Bluebird Cafe” Reception/Dinner/Hospitality (casual attire, jeans and boots) 5:30 p.m.–9:30 p.m.

HOSPITALITY NIGHTS WEDNESDAY, MAY 28 9:00 p.m.–11:00 p.m.

THURSDAY, MAY 29 Ice Cream Night 9:30 p.m.–11:30 p.m.

FRIDAY, MAY 309:30 p.m.–11:30 p.m.

ACTIVITIESGOLF TOURNAMENT TEAM SHAMBLES Date: Thursday, May 28Time: 12:00 p.m.–BBQ lunch served on course1:00 p.m. Shotgun startLocation: Gaylord Springs Golf LinksFee: $250

ROUND ROBIN TENNIS TOURNAMENT Date: Thursday, May 28Time: 1:00 p.m.–Boxed lunches on courts1:30 p.m. TournamentLocation: Centennial Sportsplex Tennis Center Fee: $130

SPOUSES BREAKFASTDate: Thursday, May 28 Time: 8:00 a.m.-9:30 a.m.Fee: Complimentary with your registra-tion fee, but registration is necessaryShirley Reeves cordially invites spouses and guests to attend this special event. Enjoy a hot buffet breakfast with familiar and new friends.

SPOUSE ACTIVITYBelle Mead Plantation and Culinary TourDate: Thursday, May 28 Time: 9:45 a.m.-1:30 p.m. Fee: See registration forms

To know the South is to know its food. Indulge your senses as you explore the deep roots that make the Southern Table renowned throughout the world. You will get a tour of the 1853 Mansion, participate in cooking Southern food classics in the original Plantation kitchen, explore the South’s largest Smoke House, and the family Herb Garden (in season). So if you are looking for an exceptional Culinary Tour in Nashville, this is the tour for you.

TOURSFontanel Mansion Tour Date: Thursday, May 28 Time: 1:00 p.m.-4:00 p.m. Fee: See registration forms

The 27,000 square foot former home of country super-star Barbara Mandrell is now open for daily tours.

This is the only “home of the stars” tour in Nashville where you can actually go inside!

The Mansion boasts over 20 rooms, 13 bath-rooms, 5 fireplaces, 2 kitchens, an indoor pool and even an indoor shooting range.

The Mansion at Fontanel has been filled to the brim with photos, memorabilia and personal items from the period when the Mandrell family lived there. Additionally, the personal collections of current owners Dale Morris and Marc Oswald are featured, including one of a kind items, personal photos, and keepsakes of the artists they currently manage – Alabama, Kenny Chesney, Big & Rich, Gretchen Wilson and many others!

Grand Ole Opry Backstage Tour/Gaylord Opryland Resort & Convention Center/Opry Mills Shopping CenterDate: Friday, May 29 Time: 1:00 p.m.-5:00 p.m.Fee: See registration forms

There’s nothing like a backstage tour of the Grand Ole Opry House - it’s a must-see for everyone in Music City!

Walk in the footsteps of country music’s superstars and get an exclusive look at what happens behind the scenes of the show that made country music famous!

Hear stories about the Opry and country music greats, past and present (from Minnie Pearl to Carrie Underwood, you might say), see photos from the Opry’s biggest moments in history, and much more.

You will also have the opportunity to explore the neighboring Gaylord Opryland Resort, which is world renowned for its glass-covered atriums offering nine acres of lush indoor gardens or visit the Opry Mills Shopping Center.

The Battle of Franklin Trust: The Carter House and Carnton PlantationDate: Saturday, May 30 Time: 12:45 p.m.-4:30 p.m.Fee: See registration forms

Seventeen miles and 100 years down the road from Nashville is Franklin, a friendly town that captures the warmth and charm of old-fashioned southern hospitality and Civil War history. The Carter House is a National Historic Landmark and was the site of the Battle of Franklin during the Civil War. The 1830 home served as a command post and field hospital where 12 Confederate generals lost their lives. Carnton Plantation was completed in 1826 and served as a hospital during the Battle of Franklin, one of the bloodiest of the Civil War. 9,500 soldiers were killed, wounded, captured or missing as a result of the furious five-hour battle. The New York Times Best Seller, “A Window Of The South” was written about the mistress of the plantation, Carrie McGavock.

“Jersey Bankers Gone Country”

1 NJBankers Sponsorships

SPONSORSHIP/

ADVERTISING

OPPORTUNITIES

111th Annual Conference

The Omni Hotel Nashville, TN

May 27 - 31, 2015

Update: 1/9/2015



2015 Annual Conference The Omni Hotel, Nashville, TN

May 27 – 31, 2015 Sponsorships give your company maximum exposure and recognition to the conference attendees and provide another exceptional opportunity to forge new relationships. Enhance your image by being one of the sponsors at NJBankers Annual Conference. Lock in your sponsorships early so that you will benefit from months of pre-conference publicity! We thank you for your consideration.

~ CONFERENCE SPONSOR PACKAGES ~

Platinum Sponsor Level ($25,000 and over)

Four (4) complimentary registrations (valued at $4,300)

Invitation for four (4) to the Former Chairmen’s Dinner (see page 5)

Listing on special Platinum sponsor page in Program Guide read by all delegates

Platinum sponsor recognition in Conference promotional mailings, website and e-Bulletin

Step & Repeat Banner on stage

Podium recognition

Platinum sponsorship ribbon for badge

Diamond Sponsor Level ($15,000 - $24,999)

Two (2) complimentary registrations (valued at $2,150)

Invitation for two (2) to the Former Chairmen’s Dinner (see page 5)

Listing on special Diamond sponsor page in Program Guide read by all delegates

Diamond sponsor recognition in Conference promotional mailings, website and e-Bulletin

Color banner signage at all events

Podium recognition

Diamond sponsorship ribbon for badge

Gold Sponsor Level ($10,000 - $14,999)

Invitation for two (2) to the Former Chairmen’s Dinner (see page 5)

Listing on special Gold sponsor page in Program Guide read by all delegates

Gold sponsor recognition in Conference promotional mailings and e-Bulletin

Mounted sign at all events

Podium recognition

Gold sponsorship ribbon for badge

Silver Sponsor Level ($5,000 - $9,999)

Listing on special Silver sponsor page in Program Guide read by all delegates

Mounted sign at all events

Podium recognition

Silver sponsorship ribbon for badge

Bronze Sponsor Level ($1,000 - $4,999)

Program guide recognition

Signage at hosted events

Bronze sponsorship ribbon for badge

Patron Sponsor Level (Under $1,000)

Program guide recognition

Signage at hosted events

High resolution logos in jpeg or eps format are needed for all sponsors.

Please call Jenn Zorn for sponsorship information or with any questions at: (908) 272-8500, ext. 611 or e-mail [email protected]

mailto:[email protected]



Bank/Company_______________________________________________________________________________

~ ADVERTISING ~

Program Guide Advertising

A Program Guide will be distributed to ALL conference attendees and is a great way to advertise your firm’s products and

services.

A full-page ad is 3” X 7” (no color ads please, except for covers.) The ad can be submitted as a pdf or an eps file. Note: Ad space is limited, so hurry and fax this form to 908-272-2720 or E-mail ad to [email protected]

Full page - $1,100 Inside Back Cover (color) - $1,500

Back Cover (color) - Program Sponsorship – see below

Deadline for submission of ad is: March 18, 2015

*********************************************************************************************************************************

~ SPONSORSHIPS ~

Sponsorship levels are determined on the cumulative price points of the sponsorship(s) your firm chooses All sponsors will automatically be placed in the appropriate sponsor level based on price point

Registration Welcome Snacks (Wednesday, 5/27/15) Beverage Selection Sole Sponsor $2,500 Beverage Selection Co-Sponsor $1,400 Snack Selection Sole Sponsor $2,500 Snack Selection Co-Sponsor $1,400

Hospitality Rooms Wednesday Bar Service Co-Sponsor $2,500

Co-sponsored by: Arnold & Porter LLP Wednesday Dessert Co-Sponsor $2,500

Co-sponsored by: The Prudential Financial Company of America

Thursday Bar Service SOLD Co-Sponsored by: Arnold & Porter LLP and PNC Bank, N.A.

Thursday Dessert Sole Sponsor $4,000 Thursday Dessert Co-Sponsor $2,500 Friday Bar Service Sole Sponsor $4,000 Friday Bar Service Co-Sponsor $2,500 Friday Dessert Sole Sponsor $4,000 Friday Dessert Co-Sponsor $2,500

Former Chairmen’s Dinner (Wednesday, 5/27/15) Dinner Co-Sponsor $4,500

Co-sponsored by: Kilpatrick Townsend Wine Service Sole Sponsor SOLD

Sponsored by: Stevens & Lee/Griffin Financial

Hosted Bar Sole Sponsor SOLD Sponsored by: Atlantic Community Bankers Bank

Entertainment Co-Sponsor $4,000 Co-sponsored by: Helms Briscoe

Receptions Wednesday Reception with Exhibitors

Sole Sponsor $15,000 Wednesday Reception with Exhibitors Co-Sponsor $8,000 Thursday Reception with Exhibitors

Sole Sponsor $15,000 Sponsored by:Federal Home Loan Bank of NY

Thursday Reception with Exhibitors Co-Sponsor $8,000

Friday Reception Sole Sponsor $15,000

Friday Reception Co-Sponsor $8,000

Coasters for Former Chairmen Dinner and all Receptions Sole Sponsor $5,000

Breakfasts Thursday Hot Buffet with Exhibitors

Sole Sponsor $9,000 Thursday Hot Buffet with Exhibitors

Co-Sponsor $5,000 Friday Hot Buffet with Exhibitors

Sole Sponsor $9,000 Friday Hot Buffet with Exhibitors

Co-Sponsor $5,000 Saturday Hot Buffet Breakfast

Sole Sponsor $9,000 Saturday Hot Buffet Breakfast

Co-Sponsor $5,000




Bank/Company_______________________________________________________________________________

Networking Breaks (Thursday & Friday in Exhibit Hall) Thursday with Exhibitors Sole Sponsor $4,000 Thursday with Exhibitors Co-Sponsor $2,500 Friday with Exhibitors Sole Sponsor $4,000 Friday with Exhibitors Co-Sponsor $2,500 Saturday Sole Sponsor $4,000 Saturday Co-Sponsor $2,500 Popcorn Machine Station Thursday $3,000 Popcorn Machine Station Friday $3,000

Tennis Tournament (Thursday, 5/28/15) Beverages/Snacks Co-Sponsor $600

Co-sponsored by: Vining Sparks IBG, L.P. Tournament Prizes Co-Sponsor $600

Co-sponsored by: Lakeland Bank Box Lunches Sole Sponsor $2,000 Box Lunches Co-Sponsor $1,200 Bus Sole Sponsor $1,000 Bus Co-Sponsor $600

Saturday “A Night at the Bluebird Café” (5/30/15)

Bar Service Sole Sponsor $5,000 Bar Service Co-Sponsor $3,000 Country Line Dancing Co-Sponsor $3,000

Co-sponsored by: Lakeland Bank Open Mic Night Sole Sponsor $7,000 Open Mic Night Co-Sponsor $4,000 Dinner Sole Sponsor $5,000 Dinner Co-Sponsor $3,000

McCarter & English, LLP Dessert Station Sole Sponsor $5,000 Dessert Station Co-Sponsor $3,000

Entertainment/Speakers

Thursday Opening Ceremonies Sole Sponsor $4,000

Thursday Opening Ceremonies Co-Sponsor $2,500

Golf Tournament (Thursday, 5/28/15)

BBQ Lunch Sole Sponsor $6,000 BBQ Lunch Co-Sponsor $3,300 Course Beverage Half-way House Sponsor

SOLD - Sponsored by: Merchant e-Solutions Golf Towel Sole Sponsor $5,000 Golf Balls Sole Sponsor $5,000 Golf Gloves Sole Sponsor with logo $5,000 Straightest Drive Contest – Men $600 Straightest Drive Contest – Women $600 Longest Drive Contest – Men $600 Longest Drive Contest – Women $600 Closest-to-Pin Contests SOLD

Sponsored by: Two River Community Bank Additional Contests $600

(per hole per contest) Hole Sponsors – each $300 Hole Sponsors – combo 4 holes for $1,000 Cash Prize Donation $ _________ Prize Donation (please list and arrange with [email protected] for shipment) _________________________________________

Spouses/Guests Welcome Breakfast(Thursday, 5/28/15)

Buffet Breakfast Sole Sponsor $6,000 Buffet Breakfast Co-Sponsor $3,500 Spouses Breakfast Gifts Sole Sponsor $5,000 Spouses Breakfast Gifts Co-Sponsor $3,000

Additional Sponsorships

Conference Tote Bags Sole Sponsor $6,000 Goo Goo Cluster Candy for Welcome

Bags Sole Sponsor $3,000 Program Guide w/Back Cover Color Ad Sponsor $7,500 Badge Wallet w/Company Logo SOLD

Sponsored by: McGladrey, LLP

Thursday Exhibit Hall Entertainment Sole Sponsor $2,000 Thursday Exhibit Hall Entertainment Co-Sponsor $1,500 Friday Exhibit Hall Entertainment Sole Sponsor $2,000 Friday Exhibit Hall Entertainment Co-Sponsor $1,500 Saturday Keynote – (Jim Abbott)

(with Book Signing) Sole Sponsor $20,000 Saturday Keynote – (Jim Abbott)

Co-Sponsor $10,000

Hotel Key Cards with Company Logo SOLD Sponsored by: Fiserv, Inc.

Conference Pen/Stylus Sole Sponsor SOLD Sponsored by: BDO USA LLP

Conference Notebooks Sponsor SOLD Sponsored by: Riker Danzig et al.

Conference Hats with Company Logo Sole Sponsor $6,000

Conference Folders call for additional info Photography SOLD

Sponsored by: Christensen Tamburri Communications

Grand Conference Attendance Prize (Boots & Limo to store) Sole Sponsor $3,000

Grand Total of Advertising/Sponsorships: $__________________________



Payment Information

Check enclosed Check to follow Send invoice Credit Card

If paying by check or money order, please make it payable to New Jersey Bankers Association.

Billing Address (If different from preferred mailing address):

Primary Contact: __________________________________________________________________________________________________

Institution/Company Name: _________________________________________________________________________________________

Address: ______________________________________________________________________________________________________

City: ________________________ State: _______ Zip/Postal Code: __________________________

NAME ON CARD: ____________________________________________________________________

CREDIT CARD VISA DISCOVER MASTER CARD AMERICAN EXPRESS

CARD NUMBER ___________________________________________ EXP. DATE_________ CCV _________

CARD HOLDER SIGNATURE _________________________________________________________________________________________

Send completed Advertising/Sponsorship Forms to:

New Jersey Bankers Association Attn: Jenn Zorn

411 North Avenue East Cranford, NJ 07016 Fax: (908) 272-2720

Please return pages 3-5



~ FORMER CHAIRMEN’S DINNER RESPONSE FORM ~ PLATINUM, DIAMOND AND GOLD SPONSORS ONLY

Thank you for your Platinum/Diamond/Gold Sponsorship level contribution. As part of your sponsorship, your firm is afforded invitations to the Former Chairmen’s dinner on:

Wednesday, May 27, 2015 at 7:00 p.m.

Please list the names of who will be attending and dinner selection, if applicable, based on sponsorship level:

Platinum - 4 guests or Diamond/Gold - 2 guests 1) Name___________________________________

Meal Choice______________________________

2) Name___________________________________

Meal Choice______________________________

3) Name___________________________________

Meal Choice______________________________

4) Name___________________________________

Meal Choice______________________________

Will be unable to attend

DINNER CHOICE A – Roasted Salmon C – Barrell Cut Rib Steak B – Mojo Grilled Chicken D – Cheese Ravioli

Authorized Signature____________________________________________________________________________________ Organization___________________________________________________________________________________________ Address______________________________________________________________________________________________ Telephone No. ( ) _____________________ E-Mail_____________________________________________________

Please fax to: NJBankers at (908) 272-2720

PLEASE RETURN AS SOON AS POSSIBLE, BUT NO LATER THAN APRIL 30, 2015

111th Annual Conference Registration The Omni Hotel, Nashville, TN

May 27 - 31, 2015

Attendee Type

Member Institution Name:_______________________________

Associate Member Firm Name:___________________________

Non-Member Firm Name:_______________________________

Registration Fees

$1,075 Member / Associate Member

$475 Spouse / Guest (of a Member/Associate Member)

$0 Child (under 18) – Saturday Farewell Event fee of $150 is additional

$1,225 Non-Member Exhibitor

$ 675 Spouse / Guest (of a Non-Member Exhibitor)

$1,525 Non-Member, Non-Exhibitor

$ 675 Spouse / Guest (of a Non-Member, Non-Exhibitor)

Saturday “A Night at the Bluebird Café” *

Cocktails Heavy hors d’ouevres and Action Stations

Entertainment

Attendee Information

(please include any emails if known (for spouses as well), so we may communicate any cancellation of tours, changes of rooms etc.)

NAME

(include nickname)

SPOUSE/GUEST (include nickname)

CHILD

SATURDAY*

(YES/NO)

AMOUNT

1) 1)

Email Email

2) 2)

Email Email

3) 3)

Email Email

4) 4)

Email Email

5) 5)

Email Email

(photocopy for additional attendees) Please Note: Hotel reservations should be made directly with The Omni Hotel by April 30th. Refund Policy: Refunds of registration fees, less an administrative fee of $75, will be made on cancellations received prior to the registration deadline of April 30, 2015. After the deadline, refunds will not be granted, but substitutions for this conference will be accepted. Confirmation letters will not be sent (contact Katie Davey at [email protected] to verify registration).


S EVENT REGISTRATION FORM

New JerseLeague of Community Bankers New Jersey Bankers Association 411 North Avenue East PO Box 573

Cranford, NJ 07016 Princeton, NJ 08542

Jenn Zorn, Vice President David Harkness, Vice President

Phone: 908-272-8500; Fax: 908-272-6626 Phone: 609-520-1221; Fax: 609-520-1290

New Jersey League of Community Bankers New Jersey Bankers Association 411 North Avenue East PO Box 573 Cranford, NJ 07016 Princeton, NJ 08542

Jenn Zorn, Vice President David Harkness, Vice President

Phone: 908-272-8500; Fax: 908-272-6626 Phone: 609-520-1221; Fax: 609-520-1290

[email protected]; www.njleague.com [email protected]; www.njbankers.com

New Jersey Bankers Association - 111th Annual Conference Contact Information:

908-272-8500

Jenn Zorn, Vice President/Director of Education and Business Development, ext. 611; [email protected]

Cris Goncalves, Manager of Education, ext. 630; [email protected]

Cindy Zaccaro, Assistant to Education Department; ext. 632; [email protected]

Katie Davey, Administrative Assistant/Receptionist; ext. 600; [email protected]


ITEW JERSEY LEAGUE OF COMMUNITY BANKERS

NJBankers 111th Annual Conference Registration Page 2 of 6

Institution/Company Information

Primary Contact: _________________________________________________________________________________________________

Institution/Company Name: ________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

City: _______________________ State: _____ Zip/Postal Code: _______________________________

Phone: ( )________________ Email: _______________________________________________________________

___________________________________________________________________________________________________________________

Credential Information – NJBankers – BANK MEMBERS ONLY

The by-laws of the NEW JERSEY BANKERS ASSOCIATION provide that each member institution is entitled to one vote and may be represented by one or more delegates at any meeting of NJBankers. Each

delegate must be a bonafide officer, director, attorney or employee of the institution which he/she represents and must present written credentials signed by an officer of the institution.

Official Delegate: __________________________________________________________________________________________________

Title: ____________________________________________________________________________________________________________

Signature: ________________________________________________________ Date: ________________________________

____________________________________________________________________________________________________________________

Do you or anyone in your group have any special physical , dietary (vegetarian, kosher, allergies etc.), or other needs:

Yes

No

If yes, please list names:

______________________________________________________________________________________

______________________________________________________________________________________

If yes, please describe:

______________________________________________________________________________________

______________________________________________________________________________________

_____________________________________________________________________________________________________________________



Golf Tournament

Golf Tournament will be a TEAM SHAMBLES format. In a team shambles format, all players tee off and the best ball of the

four tee shots is selected. All players move their balls to the spot of the best ball. From this point, the hole is played out at stroke play, with all members of the team playing their own ball into the hole.

NOTE: Foursomes will be mixed with NJBankers members and associate members and will be assigned by NJBankers staff if a mixed foursome is not sent in.

Thursday, May 28, 2015

1:00 p.m. Shot gun start – Gaylord Springs Golf Links, Nashville, TN (BBQ lunch served at the course starting at 12:00 p.m.)

Tournament Fee: $250 each

(includes BBQ lunch, beer, wine, soft drinks on course, prizes.

Club Rental Fee: $55 set (specify below) Transportation: $35.00/per person

1______________________________________________________

Handicap_______ Rental: ___ RH ____LH Transportation: ____ YES _____ NO

2______________________________________________________


3______________________________________________________


4______________________________________________________


We invite you to provide a prize for the Golf Tournament.

NOTE: Please enclose business cards that may be attached to prize(s) so that our members will recognize your part in making our Golf Tournament successful.

We would like to make a donation toward the purchase of prize(s) for the Golf Tournament

$_________________ Donation Amount

We would like to donate a prize(s), but prefer to select our own and plan to bring the following: (Contact [email protected] to discuss delivery deadlines).

_______________________________________________________________________________________

Primary Contact: __________________________________________________________________________________________________

Institution/Company Name: __________________________________________________________________________________________



Tennis Tournament


1:30 p.m. – 3:30 p.m. (Boxed lunches available at courts at 1:00 p.m.)

Centennial Sportsplex Tennis Center, Nashville, TN

Fee: $130 each (includes registration fee, court time, balls, boxed lunches, beverages, snacks, prizes & transportation)

NOTE: All players must bring their own racquets. No rentals will be available

1_____________________________________________________________________________________

2_____________________________________________________________________________________

3_____________________________________________________________________________________

4_____________________________________________________________________________________

Spouses / Guests Breakfast


8:00 a.m. – 9:30 a.m.

Fee: Complimentary with your registration fee, but registration is necessary.

Shirley Reeves cordially invites spouses and guests to attend this special event. Enjoy a hot buffet breakfast with familiar and new friends. The breakfast will be held on the Grand View Terrace

1______________________________________________________________________________________

2______________________________________________________________________________________

3______________________________________________________________________________________

4_____________________________________________________________________________________

Primary Contact: __________________________________________________________________________________________________




TOURS (photocopy for additional registrants)

See registration brochure for full tour descriptions

Spouses / Guests Activity

Belle Mead Plantation and Culinary Tour

(requires advance registration)


9:45 a.m. – 1:30 p.m.

Fee: $100 each

(includes ticket, demonstration and transportation)

(minimum of 20 participants must be met)

Fontanel Mansion Tour



1:00 p.m. – 4:00 p.m.

Fee: $75 each

(includes ticket and transportation)


1_____________________________________________________

1_____________________________________________________

2_____________________________________________________

2_____________________________________________________

3_____________________________________________________

3_____________________________________________________

4_____________________________________________________

4_____________________________________________________

Grand Ole Opry Backstage Tour/ Gaylord Opryland Resort & Convention Center/

Opry Mills Shopping Center


Friday, May 29, 2015

1:00 p.m. – 5:00 p.m.

Fee: $75 each



The Battle of Franklin Trust The Carter House and Carnton Plantation


Saturday, May 30, 2015

12:45 p.m. – 4:30 p.m.

Fee: $75 each



1_____________________________________________________

1_____________________________________________________

2_____________________________________________________

2_____________________________________________________

3_____________________________________________________

3_____________________________________________________

4_____________________________________________________

4_____________________________________________________

Primary Contact: __________________________________________________________________________________________________




Registration Subtotal

$

Golf Subtotal (include donations)

$

Tennis Subtotal

$

Tours Subtotal

$

GRAND TOTAL * $

*Members/Associate Members may not schedule or conduct outside activities, (including dinners

and golf tournaments,) which might take qualified attendees from the exhibit area or general

NJBankers events.

Payment Information

Check enclosed Check to follow Send invoice Credit Card

If paying by check or money order, please make it payable to New Jersey Bankers Association

Billing Address (If different from preferred mailing address):

Primary Contact: __________________________________________________________________________________________________

Institution/Company Name: _________________________________________________________________________________________

Address: ______________________________________________________________________________________________________

City: ________________________ State: _______ Zip/Postal Code: __________________________

CREDIT CARD VISA DISCOVER MASTER CARD AMERICAN EXPRESS

NAME ON CARD_______________________________________________________________________________________________

CARD NUMBER _________________________________________________ EXP. DATE___________ CCV______

CARD HOLDER SIGNATURE _________________________________________________________________________________________

Send completed Registration Forms no later than April 30, 2015 to:

New Jersey Bankers Association

Attn: Katie Davey 411 North Avenue East

Cranford, NJ 07016 Fax: (908) 272-2720

NOTE: Please make sure all 6 pages are returned to NJBankers and that your company name is on every page.

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