PA Bankers Convention Program

May 11-14, 2016

Fairmont Southampton

Bermuda

Tuesday, May 10, 2016

1:00 -2:00 p.m.OFFICER MEETING - Frangipani

2:00 – 4:00 p.m.SCRIPT REHEARSAL - Rose

4:00 – 5:00 p.m.PAST CHAIRMAN’s FORUM MEETING - Hibiscus

6:30 p.m. OFFICER, PAST OFFICERS& STAFF OUTING – Ocean Terrace West

Wednesday, May 11, 2016

8:30 a.m. – 1:00 p.m.Optional Tours

1:00 – 4:00 p.m.REGISTRATION - Poinciana Window

1:00 - 3:30 p.m.WELCOMERECEPTION - “Slip Into Island Time”

– Poinciana Foyer & Pool Gallery

2:30 – 5:00 p.m.DIRECTOR SESSSION – Poinciana I

2:30 – 3:30 p.m.Boards that Lead: Corporate Governance that Builds Value

Nicholas Bybel, Jr., Esquire (CONFIRMED)

Partner

Bybel Rutledge LLP

Lemoyne, PA

3:45 – 4:45 p.m.The Key Drivers of High Performance – Identifying Trends and Adjusting Corporate Culture to Drive Financial Performance

Jack R. Salvetti (CONFIRMED)

President

S. R. Snodgrass, P.C.

Wexford, PA

5:30 p.m.Officer Photo’s Location TBD (will not go in the brochure)

6:00 -7:30 p.m.CHAIR’S RECEPTION – Welcome to Paradise - Great Sound Lawn

Sponsored by: PNC Bank

9:30 p.m. -10:15 p.m. Night Cap – Lobby Bar

Sponsored in part by: Bybel Rutledge LLP

Thursday, May 12, 2016

7:00 a.m. – 8:00 a.m.Sunrise $avings – Gardenia I

7:00 a.m.REGISTRATION - Poinciana Window

7:30 a.m.CONTINENTAL BREAKFAST - Poinciana Foyer

Sponsored in part by Boenning & Scattergood

8:00 a.m.CONCURRENT SESSIONS

Concurrent A: Poinciana I

“Tweet, Follow, or Get Out of the Way”: Social Media in the Workplace

Todd J. Shill, Esquire(CONFIRMED)

Partner

Rhoads & Sinon, LLP

Harrisburg, PA

Concurrent B: Poinciana II

Assessing Leadership Potential and Effective Succession Planning

Chester Q. Mosteller(CONFIRMED)

President

Mosteller Associates

Reading, PA

Concurrent C: Poinciana III

Leadership Lessons from High Performing Banks

Mary Beth Sullivan(CONFIRMED)

Managing Partner

Capital Performance Group, LLC

Washington, D.C.

8:00 a.m. – 8:50 a.m.Guest Session – Gardenia III

Bermuda 101

John Dale

Bermuda Tourism

8:50 a.m. – 9:00 a.m. Thursday Opening Ceremonies – Mid Ocean

9:00 a.m. –9:10 a.m.GENERAL SESSION - Mid Ocean

“The State of the Association”

J. Duncan Campbell, III

President and CEO

Pennsylvania Bankers Association

Harrisburg, PA

9:10 a.m.Pennsylvania Bankers Association Annual Business Meeting- Mid Ocean

Introduction of PA Bankers Past Chair’s and Special Guest’s

Gerald A. Nau, PA Bankers Chair

Chairman and Chief Executive Officer

Lafayette Ambassador Bank

Bethlehem, PA

Annual Meeting Agenda:

9:15 a.m. – 9:30 a.m. - 50-Year Club Inductions

9:30 a.m. – 9:45a.m. Nominating Report & Board Election

9:45a.m. – 9:50 a.m. Installation of Officers

9:50 a.m.Sign up for Text Alerts

Remarks from the PA Bankers Chair- Mid Ocean

Gerald A. Nau, PA Bankers Chair

Chairman and Chief Executive Officer

Lafayette Ambassador Bank

Bethlehem, PA

10:20 a.m. A View from Washington- Mid Ocean

Robert S. Nichols(CONFIRMED)

President & CEO

American Bankers Association

Washington, D.C.

11:00 a.m.PA Economic Outlook - Mid Ocean

Joel L. Naroff, Ph.D. (CONFIRMED)

President & Chief Economist

Naroff Economic Advisors

Holland, PA

11:45 a.m.SNACK– STRETCH BREAK – Poinciana Foyer

Sponsored by: FHLBank

A Different Kind of Career: Under Cover in the CIA?

James Olson(CONFIRMED)

Former Chief of CIA Counterintelligence

George Bush School of Government and Public Service

Texas A&M University

College Station, TX

1:00 p.m.ADJOURNMENT/ AFTERNOON FREE

6:30 p.m.PA Bankers Staff Dinner – Mickey’s (will not go in the brochure)

9:30 p.m. PaBPAC Dessert/Night Cap Reception– by invitation only TBD(will not go in the brochure)

Friday, May 13, 2016

7:15 a.m.REGISTRATION/CONTINENTAL BREAKFAST

Poinciana Window/Poinciana Foyer

7:30 a.m.INVESTMENT BANKING PANEL–Mid Ocean

Ajay Asija, Moderator

Managing Director, Financial Institutions Group, Investment Banking

FBR Capital Markets & Co.

New York, NY

Charles K. Hull, Moderator

Managing Director

Boenning & Scattergood

West Conshohocken, PA

Scott Anderson

Co-Head of Depository Investment Banking

Keefe Bruyette & Woods, A Stifel Company

Philadelphia, PA

Emmett J. Daly

Principal

Sandler O’Neill + Partners L.P.

New York, NY

Mark R. McCollom

Co-Head, Financial Institutions Group

Griffin Financial Group, LLC

Reading, PA

8:30 a.m.Concurrent Sessions

Concurrent A: Poinciana I

Corporate Governance Hot Buttons in Today’s Regulatory Environment

Eric Luse(CONFIRMED)

Partner

Luse Gorman, P.C.

Washington, D.C.

Concurrent B: Poinciana II

IT Panel – TBD

This panel will focus on successful partnerships between Banks and non-Bank Fintech companies. The panel will include representatives from member banks as well as their Fintech partners who have helped grow their business. Learn how partnering with non-Bank Fintech companies could be a boost to your Bank’s revenue and non-interest income.

Concurrent C: Poinciana III

The U.S. Municipal Bond Market: A Thoughtful Approach to Credit QualityPNC

Tom Kozlik(CONFIRMED)

Managing Director

PNC, Capital Markets

Philadelphia, PA

9:30 a.m. GENERAL SESSION I - Mid Ocean

American Politics 2016 and beyond

Michael Barone(CONFIRMED)

Senior Political Analyst

Washington Examiner

Washington, D.C.

10:45 a.m. – 11:45 a.m.BANKER & GUEST SESSION – Mid Ocean

Sponsored by: L.R. Webber/The Benecon Group, Inc.

A Morning with Henry Winkler

Henry Winkler (CONFIRMED)

Los Angeles, LA

12:00 p.m. – 1:15 p.m.ADJOURNMENT/ AFTERNOON FREE

1:30 p.m. Golf Tournament –Turtle Hill Golf Club at the Fairmont Southampton

7:30 p.m. –10:00 p.m.Theme Party – “A Bermudaful Evening at the Beach”

Entertainment Sponsored by: Stevens & Lee/Griffin Financial Group

10:00 p.m.Official Family Farewell Presidential Suite – Penthouse 695

(we don’t want to print this in the brochure)

*PA Bankers Office – Bermudiana

*Bear AV Office –Morning Glory

*(we don’t want to print this in the brochure)

Sponsors as of 1/21/2016

Bronze Sponsors

Berkley FinSecure
Jack Henry Banking
Mosteller & Associates
Ober Kaler

Silver Sponsors

BDO USA - Printing of Convention Programs
Boenning & Scattergood, Inc. - Co-sponsor Thursday Continental Breakfast
Burns White LLC - Airport "Welcome to Bermuda" Digital Sign
Bybel Rutledge LLP -Co-sponsorWednesday Night "Night Cap"
Crowe Horwath -Co-sponsor Registration Desk
The Kafafian Group, Inc. - Association Staff Attire
PWCampbell - Badge Lanyards
Rhoads & Sinon LLP - Thursday General Session Snacks
Sandler O'Neil & Partners LP - Co-sponsor Registration Desk
S.R. Snodgrass, P.C. - Convention Room Keys

Platinum Sponsors

FHLBank - General Session Speaker - James Olson, Former Chief of CIA
L.R. Webber Associates, Inc. & The Benecon Group, Inc. - Combined Session Speaker - Henry Winkler

Diamond Sponsors

PNC- Chair's Reception, Welcome to Paradise
Stevens & Lee/Griffin Financial Group- A Bermudaful Evening - Entertainment