Event Details Hotel InformationThe AFS Leadership Summit will be held at The Desmond Hotel in Malvern, PA. The meetings will begin each day at 8:30 AM.

One Liberty BoulevardMalvern, PA 19380

Exclusive Room Rate – $151 per nightAFS has secured a block of rooms at The Desmond Hotel, exclusive to the attendees of the AFS Leadership Summit. The rate above does not include applicable taxes. To reserve a room, call 1-800-575-1776 and mention AFS when making your reservation. Please make your reservation by May 26, 2017in order to receive the group rate. Rooms will be available on a first come, first served basis. There is no guarantee that rooms will be available after the cut-off date or at the special rate.

Travel InformationPlease plan to use the Philadelphia International Airport for flight planning. The Desmond Hotel has recommended the following shuttle companies that can transport you to/from the Philadelphia International Airport and the hotel:Tropiano Phila Airport ShuttleAirport Shuttle Pricing215-616-5370 • 1-800-559-2040www.phlairportshuttle.net

Additionally, the Philadelphia International Airport has all the major rental car companies onsite. Parking at The Desmond Hotel is complimentary.

AFS Leadership Summit RegistrationPlease visit www.afsvision.com/AFSSummit2017 in the coming weeks for more information and the detailed agenda. If you have any questions about the AFS Leadership Summit, please contact your AFS RelationshipManager or Rene Coady at +1 484-875-1120 or rcoady@afsvision.com. Please register for the AFS LeadershipSummit by visiting www.afsvision/AFSSummit2017.

Registration fees are as follows:$895 for 3 days$695 for 2 days$495 for 1 day

Breakfast, lunch, receptions, and dinners are included with your registration.

Leadership Summit 2017Preparing for Growth

On Time TransportTaxi, Limo and Shuttle Service610-647-1354 • 610-647-4511www.ontimecarservices.com

Preparing forGrowth

Agenda

Leadership Summit 2017June 13–15, 2017

Balancing Growthwith

Com

plia

nce

Tuesday, June 13Preparing for Growth

Drivers for Change: Revenue, Compliance & the Customer8:30 AM – 10:30 AMBalancing Growth with Compliance• The implications of the first line of defense and data ownership—

revenue, compliance and the customer experience.• Applying lessons learned to the credit process• Applying AI to market segmentation, target markets and growth• Applying experience to reality—a banker’s perspective

Panel DiscussionDiscussion LeadersDov Haselkorn, Partner, Oliver WymanPaul Mee, Partner – Strategy, IT & Ops Practice, Oliver WymanBreak10:45 AMThe Voice of the Customer: Expectations and ConsequencesCan Mobile and Digital Actually Change the Playing Field?Discussion LeaderDon Raftery, Managing Director, Greenwich Associates

Real-Time for Commercial Lending—FinovateSpring 2017 Lunch1:00 PMThe Cross Roads of Data and Delivery:Harnessing Data for the System of Record and All Stakeholders• Front Office: Sales & Closing• Middle and Back Office Fulfillment

• New • Compliance• Renewal • Audit• Modified • Financial Accounting• Reconciling Exceptions

• Integrating data from multiple sources for multiple stakeholders• Experience in implementation of new roles and responsibilities• Various business delivery models—Can anyone do it right?• Changes requires new, agile flexible delivery models• Mobile & digital experience• Flexible deliveries, MVPDiscussion LeadersDoug Hautop, Vice President & Portfolio Executive, NTT Data ConsultingPaul Krauss, Sr. Director, FSI Technology Practice Leader, NTT Data ConsultingKristy Younger, Director, Business Consulting, NTT Data ConsultingMelissa Hofer, Managing Director, AFSJohn Dubil, Managing Director, AFSWayne Baker, Director PMO, AFS

Case Study: AFSVision Syndications Delivery in Under 9 months

Wednesday, June 14Data Quality: When “Good Enough is No Longer Good Enough”8:30 AM – 10:00 AMWhy Accurate & Reliable Data is Important• The interest in data and data quality has never been higher• The intersection of business management, compliance and technology causes

shifting alliances and ownership dynamics • Ownership and utility: where are the benefits and what are the outcomes?Discussion Leader: Bill Lang, Managing Director, Promontory Financial GroupBreak10:15 AM – 11:15 AMApplying & Managing Data Challenges Today• Integrating data quality across bank silos, driving into the business• The control of data quality from an enterprise-wide risk management perspectiveDiscussion LeadersJohn Haley, Chief Data Officer, RegionsBrandon Thomas, Chief Data Officer, Zions Bank11:15 AM – 12:15 PMCECL: Are You Ready? Why data quality is so importantDiscussion Leader: Mike Fadil, EVP, CECL Program Implementation, Citizens BankAFS Case StudiesLunch1:15 PMWho Uses Data – Use Cases and Experiences• How different Users deal with and manage the consequential impact of data quality• Who are the stakeholders?• How do they use data?• What are the critical success factors?• What do they need, when do they need it?• Fulfillment and system of record needs• Pricing and market strategies• Portfolio and performance management• Compliance and regulatory capital• Productivity and STPDiscussion LeadersBrooks Brady, SVP, Credit Analytics, Zions BankWalter Young, Group Vice President, M&T BankJoel Hill, SVP, Commercial Credit Services, BB&T BankAFS Case Studies

What Does the Future Look Like? 8:30 AM – 10:00 AMAre We Ready for the Future?• What have we learned?• What do we need to be prepared for?• What is the same?• What will be different?The world around us and the world we work in will continue to be challenged by the intersection of business, compliance and technology

These experienced industry leaders will share their perspective:Thomas Freeman, CEVP, Efficiency & Strategic Partnerships Executive, SunTrust BankKenneth Phelan, Chief Risk Officer, U.S. Department of TreasuryDominic Venturo, EVP, Chief Innovation Officer, U.S. BankBill Fink, EVP, Chief Lender, Commercial Banking, TD Bank

Break10:15 AM – 10:45 AMPanel Discussion with Industry Leaders10:45 AM – 12:00 PMAFS Response – Our Direction and RoadmapLunch1:00 PM – 3:00 PMBest Practices in Data Management from AFS Benchmarking Programs –Experiences and Case StudiesBenchmarking the Credit Delivery Process• Documenting the credit delivery process steps:

• Origination• Fulfillment• Loan servicing

• Documenting alternate delivery options and models:• Line, credit, operations and technical

• How do banks define operational efficency SLAs?• 2017 programming and benchmarking options

Discussion LeadersJoel Hill, SVP, Commercial Credit Services, BB&T BankLee Kidder, Director, AFSBill Sonon, Project Lead, Senior Business Analyst, AFS

Thursday, June 15

Leadership Summit 2017

Event Details Hotel InformationThe AFS Leadership Summit will be held at The Desmond Hotel in Malvern, PA. The meetings will begin each day at 8:30 AM.

One Liberty BoulevardMalvern, PA 19380

Exclusive Room Rate – $151 per nightAFS has secured a block of rooms at The Desmond Hotel, exclusive to the attendees of the AFS Leadership Summit. The rate above does not include applicable taxes. To reserve a room, call 1-800-575-1776 and mention AFS when making your reservation. Please make your reservation by May 26, 2017in order to receive the group rate. Rooms will be available on a first come, first served basis. There is no guarantee that rooms will be available after the cut-off date or at the special rate.

Travel InformationPlease plan to use the Philadelphia International Airport for flight planning. The Desmond Hotel has recommended the following shuttle companies that can transport you to/from the Philadelphia International Airport and the hotel:Tropiano Phila Airport ShuttleAirport Shuttle Pricing215-616-5370 • 1-800-559-2040www.phlairportshuttle.net

Additionally, the Philadelphia International Airport has all the major rental car companies onsite. Parking at The Desmond Hotel is complimentary.

AFS Leadership Summit RegistrationPlease visit www.afsvision.com/AFSSummit2017 in the coming weeks for more information and the detailed agenda. If you have any questions about the AFS Leadership Summit, please contact your AFS RelationshipManager or Rene Coady at +1 484-875-1120 or rcoady@afsvision.com. Please register for the AFS LeadershipSummit by visiting www.afsvision/AFSSummit2017.

Registration fees are as follows:$895 for 3 days$695 for 2 days$495 for 1 day

Breakfast, lunch, receptions, and dinners are included with your registration.

Leadership Summit 2017Preparing for Growth

On Time TransportTaxi, Limo and Shuttle Service610-647-1354 • 610-647-4511www.ontimecarservices.com

Preparing forGrowth

Agenda

Leadership Summit 2017June 13–15, 2017

Balancing Growthwith

Com

plia

nce