10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk

Size: px
Start display at page:

Download "10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk"

Transcription

1

2 You are invited to the 2015 NDBA Bank Management & Legislative Dinner. We expect over 100 bankers to attend this important event and I sincerely hope to see you there. This year s conference will address current issues in the banking industry. Topics will include investment and interest rate risk strategies, cybersecurity and bank M&A trends. A preview of the upcoming legislation session will also be provided. The NDBA board of directors and I look forward to seeing you in Bismarck in January. George Wald, NDBA Chairman Thursday, January 22 8:00 am 9:45 am Joint Meeting: NDBA Board of Directors and NDBA Legislative Committee 9:45 am 10:15 am Registration and Continental Breakfast 10:15 am 11:15 am The Role of the Investment Portfolio in Managing Interest Rate Risk Lester Murray, The Baker Group, Oklahoma City OK Discover ways the investment portfolio can be used as an effective management tool as community banks respond to the risks presented by an uncertain rate environment. Topical regulatory issues relating to interest rate risk will be discussed along with suggestions for complying with supervisory requirements. Portfolio management tactics aimed toward mitigating risk to earnings and capital will also be reviewed. 11:25 am 12:25 pm Cybersecurity: Don t be a Target Jon Waldman, Secure Banking Solutions, Madison SD Cybercrime is on the rise and banks are in the middle of the mess. A Verizon report suggests that 75% of data breaches are opportunistic attacks. This session will expand on methods to reduce that probability for community banks and explore risk management techniques to maintain compliance. Management is required to implement an information security program to protect customer and financial information. Prior to doing so, they must complete a series of assessments to understand where their exposures are and what to do to mitigate these risks. This session will review emerging cybersecurity threats and tie them into a comprehensive information security program for a community bank. 12:25 pm 1:25 pm Luncheon and Networking 1:25 pm 2:25 pm Lessons Learned in the M&A Trenches: Common Mistakes of Buyers and Sellers Wes Brown, KPMG, Denver CO What are the current trends in bank M&A nationwide and in North Dakota? Learn about bank M&A and valuation trends and hear about real experiences on deals to develop lessons about how to build your bank to be more valuable if a seller, what to look for as a buyer and tips for doing deals. 2:35 pm 3:35 pm Attitude of a Champion Aaron Davis, Lincoln NE Attitude, mental toughness and the ability to change and adapt quickly are just a few characteristics that all champions possess. As a member of the Nebraska 1994 National Championship football team, Aaron has a keen understanding of what it takes to achieve incredible results. Today s corporate environment is more competitive than ever before and it s those who are able to focus when others fold who consistently stay at the top. 3:45 pm 4:45 pm NDBA Legislative Review and Comments by Legislative Leadership Facilitated by NDBA President and CEO Rick Clayburgh and NDBA General Counsel Marilyn Foss 6:00 pm 7:00 pm Legislative Reception 7:00 pm 9:00 pm Legislative Dinner with Entertainment

3 SPEAKERS Wes Brown is a managing Aaron Davis speaks about Lester F. Murray joined Jon Waldman, partner and senior director in the Denver office of performing like a champion The Baker Group in 1986 and information security consultant for KPMG. He specializes in merger from personal experience. As is currently a senior vice- Secure Banking Solutions, LLC, transactions and debt and equity a member of the 1994 National president within the firm s is a Certified Information Systems financings for financial service Championship Nebraska Financial Strategies Group. Auditor (CISA) and Certified in Risk companies. He has assisted football team and working In that capacity, he works and Information Systems Control companies in these strategic with numerous corporations with community banks in (CRISC) who received his Bachelor capital transactions since 1981, and organizations, Aaron helping them develop and of Science in computer information completing over 125 transactions understands what it takes implement Investment and A/L systems with a minor in business totaling in excess of $3.5 to perform like a champion Management strategies. Lester administration from Dakota State billion. Prior to joining KPMG, and experience incredible is also a frequent speaker at University and his Master of Wes was managing director results both personally and various investment conferences Science in information assurance and co-founder of St. Charles professionally. He is not and educational seminars. with an emphasis in banking and Capital. Prior to that he served as just a speaker telling other Before joining Baker, he worked finance security from Dakota State executive vice president of The companies and individuals at two broker/dealer banks in University. Jon is also a co-founder Wallach Company beginning in how to succeed; he s in the Oklahoma City and was also of SBS and over the last eight years 1991 and managed The Wallach trenches every day as the an assistant national bank has helped hundreds community Division for KeyBanc Capital president of his own consulting examiner. He is a graduate of banks across the country create Markets after it was acquired firm and the partner in two Oklahoma State University. and implement comprehensive, through other successful businesses. valuable and manageable Information Security Programs. He also teaches certification programs at the SBS Institute and it s his goal to save the world, one community bank at a time! ENTERTAINMENT Bella Electric Strings has rocked audiences worldwide with their blistering solos and unique arrangements not to mention their beauty and charm. These talented women have performed with some of the biggest names in the business, from Beyoncé to Shakira to Andrea Bocelli, and have appeared on America s Got Talent Season 1. Recently, they were the featured string quartet for Richard Marx, backing him up for his Las Vegas show. The group also comprised most of the string sections for both the Yellow Brick Road Symphonic Rock Show as well as legendary rockers Deep Purple, at the Pearl Theatre in Las Vegas.

4 Hotel Information Registration Options Register by January 7 and save! Register before January 7 and save $20 off the registration fee. OPTIONS (Day Sessions, Legislative Reception and Dinner) Day Sessions Only (No Reception or Dinner) Legislative Update, Reception and Dinner Only Spouse/Guest Reception and Dinner REGISTER BY JAN. 7 REGISTER AFTER JAN. 7 $225 $245 $85 $105 Best Western Ramkota Hotel 800 South Third Street, Bismarck ND Phone: A block of rooms will be held until January 7. Room rate is $90. Please call the hotel directly at and ask for the North Dakota Bankers Association room block. NDBA PO Box 1438 Bismarck ND Phone: Refund Policy Refund less $20 will be made if requested one week prior to conference. No refunds after that date. If you are unable to attend, substitution by another bank employee is encouraged. Tax Disclaimer The cost for all meals and breaks at the conference is $78. This information is provided for your tax records, in keeping with the IRS 50% deductible provision under Section 274 (n) of the Internal Revenue Code. THANK YOU TO OUR SPONSORS

5 Bank Management & LEGISLATIVE DINNER January 22, 2015 Ramkota Hotel Bismarck Organization Information Bank/Company Phone Address City State Zip Registrants Registrant 1 Day Sessions Only Legislative Reception/Dinner Registrant 2 Day Sessions Only Legislative Reception/Dinner Registrant 3 Day Sessions Only Legislative Reception/Dinner Registrant 4 Day Sessions Only Legislative Reception/Dinner OPTIONS BY JAN. 7 AFTER JAN. 7 NUMBER OF REGISTRANTS NUMBER OF REGISTRANTS X FEE (Day Sessions, Legislative Reception and Dinner) $225 $245 Day Sessions Only (No Reception or Dinner) Legislative Update, Reception and Dinner Only Mail this form with payment to: North Dakota Bankers Association Attn: Registration PO Box 1438 Bismarck ND Spouse/Guest Reception and Dinner $85 $105 TOTAL AMOUNT DUE

Dakota Bankers: Rock Stars In Their Communities

Dakota Bankers: Rock Stars In Their Communities 2014 NDBA/SDBA Annual Convention June 8-10 Fargo ND Dakota Bankers: Rock Stars In Their Communities JOIN US! Dakota Bankers: Rock Stars In Their Communities Greg Schwab NDBA Chairman Kevin Tetzlaff SDBA

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

2016 Online Seminar Faculty Biographies

2016 Online Seminar Faculty Biographies 2016 Online Seminar Faculty Biographies Rex Bennett, Ph.D. President, Achieving Unlimited Rex Bennett brings a combination of business, management, and academic experience to offer a broad basis and integrated

More information

The Assemblies for Bank Directors

The Assemblies for Bank Directors At the Cox School of Business Southern Methodist University Dallas, Texas November 1-2, 2013 Introducing The Certified Community Bank Director s (CCBD ) Program Board education and training are essential

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

Viking Advisory Group. Company Presentation September 2011

Viking Advisory Group. Company Presentation September 2011 Viking Advisory Group Company Presentation September 2011 Viking Advisory Group Mission To offer value added, high quality services within the disciplines of financial management, accounting, legal, insurance,

More information

2018 EXECUTIVE LEADERSHIP SUMMIT

2018 EXECUTIVE LEADERSHIP SUMMIT ATTENDEE REGISTRATION BROCHURE 2018 EXECUTIVE LEADERSHIP SUMMIT Hosted by Southeastern Conference of Dental Laboratories April 13 14, 2018 Marriott Louisville Downtown Louisville, KY One complimentary

More information

BUSINESS FORUM KEYNOTE SPEAKERS. June R. Jewell, CPA President & CEO of AEC Business Solutions. DeWayne Ables President of Pioneer IQ

BUSINESS FORUM KEYNOTE SPEAKERS. June R. Jewell, CPA President & CEO of AEC Business Solutions. DeWayne Ables President of Pioneer IQ June R. Jewell, CPA President & CEO of AEC Business Solutions Getting your PMs to think like Owners BUSINESS FORUM KEYNOTE SPEAKERS June R. Jewell has more than 28 years of business management consulting

More information

FUNDAMENTALS OF UPSTREAM ACCOUNTING

FUNDAMENTALS OF UPSTREAM ACCOUNTING COURSE FUNDAMENTALS OF UPSTREAM ACCOUNTING September 24-25, 2018 EUCI Office 4601 DTC Blvd Denver, CO RELATED EVENT: UPSTREAM PETROLEUM ECONOMICS September 25-26, 2018 Denver, CO TAG US #EUCIEvents FOLLOW

More information

Enjoy. Allan Koltin, CPA

Enjoy. Allan Koltin, CPA Presented by the Management of an Accounting Practice Section of the Georgia Society of CPAs CPA Firm Practice Management Conference 2007 Sunday, November 11 - Monday, November 12 Brasstown Valley Resort,

More information

Law Firm Leadership: Developing Effective Skills for Leading and Managing Lawyers

Law Firm Leadership: Developing Effective Skills for Leading and Managing Lawyers limited enrollment, register early! Law Firm Leadership: Developing Effective Skills for Leading and Managing Lawyers October 12 14, 2012 October 2012 February 2013 March 1 3, 2013 w Learn how to:» Develop

More information

AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE. A two-week intensive seminar taught by top Wall Street investment professionals

AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE. A two-week intensive seminar taught by top Wall Street investment professionals AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE A two-week intensive seminar taught by top Wall Street investment professionals Presented by the CQA Institute at Wilkes University May 20 to June

More information

«INTERNAL AUDITORS AND AUDIT COMMITTEES» Key Elements for sound Corporate Governance

«INTERNAL AUDITORS AND AUDIT COMMITTEES» Key Elements for sound Corporate Governance INVITATION L INSTITUT LUXEMBOURGEOIS DES ADMINISTRATEURS AND THE INSTITUTE OF INTERNAL AUDITORS LUXEMBOURG are pleased to invite you to the following conference: «INTERNAL AUDITORS AND AUDIT COMMITTEES»

More information

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for the Cleveland Clinic Foundation, as Vice President

More information

B i o g r a p h y Steven M. Egna Steven M. Egna

B i o g r a p h y Steven M. Egna Steven M. Egna B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified

More information

2016 Bank Directors Assembly

2016 Bank Directors Assembly Register now! 2016 Bank Directors Assembly MARCH 7 8, 2016 Greensboro-High Point Airport Marriott Greensboro, NC Early Bird Registration $399 until Monday, Feb. 22, 2016 Bank Directors must be well-informed

More information

Where A&D Begins. April 17-18, 2017 Austin, Texas Omni Barton Creek. EnergyCapitalConference.com. Austin, TX DON T MISS: Hosted by: Register today at

Where A&D Begins. April 17-18, 2017 Austin, Texas Omni Barton Creek. EnergyCapitalConference.com. Austin, TX DON T MISS: Hosted by: Register today at Where A&D Begins Austin, TX Hosted by: DON T MISS: Presentations from Oil and Gas Investor Excellence Award Winners n Legendary sports broadcaster Verne Lundquist to speak at Reception Dinner n 12 executive-level

More information

2016 Program Details

2016 Program Details 2016 Virginia Bank Directors & Executive Management Conference Offered in Two Locations! SOUTHWEST The Inn at Virginia Tech Tuesday March 22, 2016 CENTRAL Wyndham Virginia Crossings Resort Wednesday March

More information

Family Office Conference

Family Office Conference FAE 2014 Conferences Fourth Annual Family Office Conference Next Generation Challenges to Successful Transition Wednesday, February 5, 2014 Citi Executive Conference Center Also Available via Live Webcast

More information

2018 BCBA Convention Registration Packet

2018 BCBA Convention Registration Packet 2018 BCBA Convention Registration Packet Invitation/Convention Overview... 2 Registration Forms... 3 Breakout Sessions and Speakers... 6 Agenda... 9 Corporate Sponsors... 11 1 June 22, 2018 Fellow Community

More information

The Governance. for Small-and Medium-Sized. Leaders from Alberta for the World

The Governance. for Small-and Medium-Sized. Leaders from Alberta for the World The Governance Program for Small-and Medium-Sized Enterprises Leaders from Alberta for the World Organizations reap many rewards from their governing boards - an agile response to the economy, a watchful

More information

University of Oxford Executive Finance Programmes

University of Oxford Executive Finance Programmes University of Oxford Oxford s executive education programmes in finance provide the industry leaders of today and tomorrow with an opportunity to come together with peers from across the sector and around

More information

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY Tuesday, April 29, 2014 Fairmont Royal York 100 Front Street West, Toronto ANNUAL MEMBER MEETING & FORUM TUESDAY, APRIL 29, 2014 AT 2:30 PM EASTERN

More information

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter)

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

QI Comes of Age: Health Reform Accelerates

QI Comes of Age: Health Reform Accelerates 12 th Annual ATP Alumni Conference QI Comes of Age: Health Reform Accelerates February 15-17, 2017 At Newpark Resort in Park City, Utah 2009 ATP Alumni Conference. February 10-12, 2010, Newpark Resort,

More information

2019 Sponsorship & Exhibit Opportunities

2019 Sponsorship & Exhibit Opportunities 2019 Sponsorship & Exhibit Opportunities Increase your visibility while supporting Kansas banks Grow your organization s exposure, heighten your brand recognition and drive sales by claiming your sponsorship

More information

Assemblies for Bank Directors

Assemblies for Bank Directors 146 th Assemblies for Bank Directors The Nation s Most Trusted Source For Bank Director Education Community Banking: Innovating, Leading and Triumphing Directors and senior management teams from throughout

More information

Jim Labe. The Global Leader in Venture Finance

Jim Labe. The Global Leader in Venture Finance Jim Labe CHIEF EXECUTIVE OFFICER & CO-FOUNDER Jim Labe is the Chief Executive Officer and co-founder of TriplePoint Capital. Mr. Labe is widely recognized as the pioneer of the venture leasing and lending

More information

Family Office Conference

Family Office Conference FAE 2013 Conferences Third Annual Family Office Conference foundation for accounting FAE education Network with leading professionals and hear relevant, timely perspectives from renowned family office

More information

Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m.

Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m. Outside Business Activities (OBAs) and Private Securities Transactions (PSTs) Thursday, November 8 1:45 p.m. 2:45 p.m. Outside business activities (OBAs) and private securities transactions (PSTs) are

More information

The Future of Growth and the Energy Industry

The Future of Growth and the Energy Industry The Future of Growth and the Energy Industry July 20, 2017 Grant Thornton LLP. All rights reserved. 1 Our Speakers Steve Toon Editor in Chief Oil and Gas Investor Kevin Schroeder National Managing Partner,

More information

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 BACKGROUND Lisa Roth is the of Monahan & Roth, LLC, a regulatory compliance company providing services including professional consultations,

More information

EMERGING LEADERS CONFERENCE

EMERGING LEADERS CONFERENCE SUMMER 2017 EMERGING LEADERS CONFERENCE Aug. 27-28, 2017 Sheraton Harrisburg Hershey Harrisburg, Pa. This conference is designed for individuals from all areas and levels of the banking industry with current

More information

Expert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations.

Expert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations. Expert Panel Brad Berke Manisha Dhakad Marc Hochman Heidrick & Struggles Global Managing Partner, Supply Chain & Operations Officers Practice Google Senior Manager, Payment Solutions Operations A.T. Kearney

More information

Candidate Profile Form District Committee Election Kelly Anderson

Candidate Profile Form District Committee Election Kelly Anderson Kelly Anderson Compliance Director RBC Capital Marke Kelly Anderson is Compliance Director at RBC Wealth Management, a division of RBC Capital Markets, LLC. Since 2004 she has been responsible for the

More information

TENOR CAPITAL PARTNERS. ESOP Leveraged Buyout Specialist,

TENOR CAPITAL PARTNERS. ESOP Leveraged Buyout Specialist, TENOR CAPITAL PARTNERS ESOP Leveraged Buyout Specialist, Tenor Capital Partners, LLC (TCP) is the leading boutique investment bank in the southeast focused exclusively on advising, and acting as advocate

More information

Financing Wind Power: The Future of Energy July 25-27, 2007 Eldorado Hotel and Spa Santa Fe, NM

Financing Wind Power: The Future of Energy July 25-27, 2007 Eldorado Hotel and Spa Santa Fe, NM WEDNESDAY, JULY 25, 2007 2:00 PM- 5:00 PM Registration Financing Wind Power: The Future of Energy July 25-27, 2007 Eldorado Hotel and Spa Santa Fe, NM Agenda 3:00 PM- 6:00 PM Optional Pre-Conference Session:

More information

Columbia University MsRED Career Development Program

Columbia University MsRED Career Development Program Columbia University MsRED Career Development Program Toronto, April 4 5, 2012 Itinerary Wednesday, April 4 Oxford offices, Royal Bank Plaza 200 Bay Street, North Tower, 9th Floor 12:00 pm Lunch 1:00 pm

More information

NIRI Virtual Chapter. PROGRAM II September 19, Impact of Private Equity Investors in the Public Markets

NIRI Virtual Chapter. PROGRAM II September 19, Impact of Private Equity Investors in the Public Markets NIRI Virtual Chapter PROGRAM II September 19, 2007 Impact of Private Equity Investors in the Public Markets Moderator Steve Calk Steve Calk is a Vice President of Ashton Partners Boston office and is focused

More information

AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION

AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION 2018 ACGLA B U S I N E S S CONFERENCE POCKET GUIDE AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION AGENDA SPONSORED BY: SEPTEMBER 25-26, 2018 TUESDAY, SEPTEMBER 25 9:00AM 2:30PM

More information

W. Kenneth Davis, Jr.

W. Kenneth Davis, Jr. W. Kenneth Davis, Jr. Partner ken.davis@kattenlaw.com Chicago p +1.312.902.5573 Practices Mergers and Acquisitions Corporate Private Equity Independent Sponsors Industries FOCUS: Health Care Clinical Integration

More information

SPONSORSHIP PROSPECTUS MARCH 28-29, 2018

SPONSORSHIP PROSPECTUS MARCH 28-29, 2018 SPONSORSHIP PROSPECTUS MARCH 8-9, 018 SPONSOR CHAIRS: MIKE EHLERT MIKE.EHLERT@BMO.COM 14.766.4033 PAUL GAUTIER PGAUTIER@CARYSTREETPARTNERS.COM 51.75.086 WILHELM LIEBMANN WLIEBMANN@DYKEMA.COM 10.554.5414

More information

AGENDA. Tax Reform: Where are We Today and How Can We Best Position Ourselves for Tomorrow? Lance Davis, BKD and Pat Tuley, Porter Keadle Moore

AGENDA. Tax Reform: Where are We Today and How Can We Best Position Ourselves for Tomorrow? Lance Davis, BKD and Pat Tuley, Porter Keadle Moore AGENDA 8:30am-9:00am 9:00am-9:45am 9:45am-10:30am 10:30am-10:45am 10:45am-11:30am 11:30am-12:00pm 12:00pm-1:00pm 1:00pm-1:45pm 1:45pm-2:00pm Continental Breakfast & Registration CECL: What s the Latest

More information

Jim Labe. The Global Leader in Venture Finance

Jim Labe. The Global Leader in Venture Finance Jim Labe CHIEF EXECUTIVE OFFICER & CO-FOUNDER Jim Labe is the Chief Executive Officer and co-founder of TriplePoint Capital. Mr. Labe is widely recognized as the pioneer of the venture leasing and lending

More information

unlocking industry s potential finding the keys to success Illinois State University Katie School of Insurance and Financial Services

unlocking industry s potential finding the keys to success Illinois State University Katie School of Insurance and Financial Services Illinois State University Katie School of Insurance and Financial Services 17th Annual Insurance Executive Forum Breakfast seminar for insurance executives and risk managers unlocking industry s potential

More information

2017 WELD Pittsburgh Leadership Series September

2017 WELD Pittsburgh Leadership Series September 2017 WELD Pittsburgh Leadership Series September Partnering with: Suzy Teele Kelley Benson Julia Poepping Patti Rote September 28, 2017 Thursday Networking 7:30am-8:00am Program 8:00am-9:30am Ascender

More information

PROPERTY ACCOUNTING BREAKOUT Draft Agenda

PROPERTY ACCOUNTING BREAKOUT Draft Agenda Sunday, May 21, 2017 9:00-12:30 p.m. Whale Watching Excursion (Optional) 3:00-5:00 p.m. Registration 3:30-4:30 p.m. Leadership Meeting (Chairs, Vice Chairs, Leadership Team, Workshop Facilitators, and

More information

2019 Women in Banking Conference

2019 Women in Banking Conference 2019 Women in Banking Conference Tuesday, March 26 Jackson Convention Complex 105 E. Pascagoula St. Jackson Seventh Annual Women in Banking Conference Designed to highlight strategies for success for women

More information

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Morning Workshop - 8:30 am - 11:30am (3 CPE) Presenter/Speaker David Kahan, Senior Manager, Ernst &

More information

43 rd th Annual Awards Luncheon & Expo Thursday, February 26th, 2015 Innovation Equals Business Success

43 rd th Annual Awards Luncheon & Expo Thursday, February 26th, 2015 Innovation Equals Business Success 43 rd 1972-2015 ANNIVERSARY YEAR National Minority Business Council, Inc. & National Grid Cordially invite you to the 35th Annual Awards Luncheon & Expo Thursday, February 26th, 2015 Innovation Equals

More information

CORPORATE ACCOUNTING BREAKOUT Draft Agenda

CORPORATE ACCOUNTING BREAKOUT Draft Agenda Sunday, May 21, 2017 9:00-12:30 p.m. Whale Watching Excursion (Optional) 3:00-5:00 p.m. Registration 3:30-4:30 p.m. Leadership Meeting (Chairs, Vice Chairs, Leadership Team, Workshop Facilitators, and

More information

51st Atlas Forum April Renaissance Chicago Downtown ATTENDANCE REQUEST & JUSTIFICATION

51st Atlas Forum April Renaissance Chicago Downtown ATTENDANCE REQUEST & JUSTIFICATION 51st Atlas Forum 2018 April 19-20 Renaissance Chicago Downtown ATTENDANCE REQUEST & JUSTIFICATION The Atlas Forum: Why It Makes Good Business Sense IT S WORTH IT FOR YOU AND YOUR COMPANY. Dear Relocation

More information

ALANCO TECHNOLOGIES INC

ALANCO TECHNOLOGIES INC SECURITIES & EXCHANGE COMMISSION EDGAR FILING ALANCO TECHNOLOGIES INC Form: 8-K Date Filed: 2016-10-04 Corporate Issuer CIK: 98618 Copyright 2016, Issuer Direct Corporation. All Right Reserved. Distribution

More information

Thirteenth Annual OKLAHOMA STATE UNIVERSITY ENERGY CONFERENCE

Thirteenth Annual OKLAHOMA STATE UNIVERSITY ENERGY CONFERENCE Attend the OSU Energy Conference to learn from experts in the energy industry and network with energy business professionals. After attending this conference, you will have a better understanding about

More information

FOUR SEASONS RESORT DALLAS AT LAS COLINAS

FOUR SEASONS RESORT DALLAS AT LAS COLINAS PASSING THE TORCH FOUR SEASONS RESORT DALLAS AT LAS COLINAS Among today s challenges, building a strong, enduring culture, developing talent and planning for the transition to new leadership are at the

More information

Creating Trust Transforming Businesses FIDUCIA BUSINESS ADVISORS DWC LLC

Creating Trust Transforming Businesses FIDUCIA BUSINESS ADVISORS DWC LLC Creating Trust Transforming Businesses FIDUCIA BUSINESS ADVISORS DWC LLC About Us About Us Fiducia is an advisory and consulting firm targeted at providing trusted end-to-end business solutions. With our

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m.

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. During this session, panelists answer your questions related to the fixed income regulatory landscape. Panelists also address

More information

OVERVIEW OF THE UPSTREAM PETROLEUM INDUSTRY

OVERVIEW OF THE UPSTREAM PETROLEUM INDUSTRY COURSE OVERVIEW OF THE UPSTREAM PETROLEUM INDUSTRY August 22-23, 2018 EUCI Office 4601 DTC Blvd Denver, CO TAG US #EUCIEvents FOLLOW US @EUCIEvents EUCI is authorized by IACET to offer 1.0 CEUs for this

More information

1000 Urlin Avenue #A18 Columbus, Ohio Bill Diffenderffer. September 2013 to Present. Lecturer on Entrepreneurship : MBA and Undergraduate

1000 Urlin Avenue #A18 Columbus, Ohio Bill Diffenderffer. September 2013 to Present. Lecturer on Entrepreneurship : MBA and Undergraduate 1000 Urlin Avenue #A18 Columbus, Ohio 43212 Mobile: 214-616-8711 E-mail: bdiffenderffer@msn.com Bill Diffenderffer Business History September 2013 to Present The Ohio State University Lecturer on Entrepreneurship

More information

Experienced. Focused. Reliable.

Experienced. Focused. Reliable. Experienced. Focused. Reliable. Trusted advice during uncertain times. Argus Capital Partners LLC is an independent merchant banking firm focused on providing flexible and creative private equity solutions.

More information

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing Conference Speakers Bo Armstrong, DataPath, Director of Marketing Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries. He joined DataPath in 2015 and has over 15 years of marketing

More information

Mergers and Acquisitions/ Private Equity. Providing In-Depth Deal Coverage for Buyers, Sellers, and Investors. Attorney Advertising

Mergers and Acquisitions/ Private Equity. Providing In-Depth Deal Coverage for Buyers, Sellers, and Investors. Attorney Advertising Mergers and Acquisitions/ Private Equity Providing In-Depth Deal Coverage for Buyers, Sellers, and Investors Attorney Advertising In every transaction, business perspective informs our legal strategy.

More information

LISA TILTON-McCARTHY

LISA TILTON-McCARTHY LISA TILTON-McCARTHY Lisa Tilton-McCarthy received a B.A. in English from Texas A&M University in College Station and graduated summa cum laude from South Texas College of Law in Houston. She was Editor-in-Chief

More information

Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014

Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014 Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014 December 2017 kpmg.com Contents 1. Network arrangement 1 1.1 Legal structure

More information

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million

Revenue of $100 million to $1 billion and EBITDA in excess of $20 million NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,

More information

11 th ANNUAL WINNERS. Circle Gala Celebration pm March 26, Intrepid Museum New York, USA.

11 th ANNUAL WINNERS. Circle Gala Celebration pm March 26, Intrepid Museum New York, USA. 11 th ANNUAL WINNERS Circle Gala Celebration 6 30 pm March 26, 2019 Intrepid Museum New York, USA. CONGRATULATIONS to all the WINNERS circle 2019 Global M&A Network is a diversified news, information media

More information

CFO Conference. July 11, am-4:15pm The Bankers Center - Baton Rouge, LA AGENDA. Continental Breakfast & Registration

CFO Conference. July 11, am-4:15pm The Bankers Center - Baton Rouge, LA AGENDA. Continental Breakfast & Registration AGENDA 8:30am-9:00am 9:00am-10:00am 10:15am-11:15am 11:30am-12:30pm 12:30pm-1:30pm 1:30pm-2:30pm Continental Breakfast & Registration Liquidity Jeff Fair, American Planning Corporation & Drew Simmons,

More information

HOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure

HOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure HOTELS, TOURISM & LEISURE nem is one of Australasia s largest boutique business consultancy firms, which is able to draw on the significant skills and experience of over 50 partners across Australia and

More information

EVCA Institute. Finance and Administration Course November Brussels, Belgium. Private Equity Management Training

EVCA Institute. Finance and Administration Course November Brussels, Belgium. Private Equity Management Training Private Equity Management Training Praise for Finance and Administration Course Most interesting topics in the PE environment are covered Finance and Administration Course 23-26 November 2010 - Brussels,

More information

CFO Conference. July 11, am-4:15pm The Bankers Center - Baton Rouge, LA AGENDA. Continental Breakfast & Registration

CFO Conference. July 11, am-4:15pm The Bankers Center - Baton Rouge, LA AGENDA. Continental Breakfast & Registration AGENDA 8:30am-9:00am 9:00am-10:00am 10:15am-11:15am 11:30am-12:30pm 12:30pm-1:30pm 1:30pm-2:30pm Continental Breakfast & Registration Liquidity Jeff Fair, American Planning Corporation & Drew Simmons,

More information

W H AT W E D O SPONSORS. Contents INVESTMENT TERMS SENIOR MANAGEMENT

W H AT W E D O SPONSORS. Contents INVESTMENT TERMS SENIOR MANAGEMENT Contents W H AT W E D O 3 SPONSORS 6 INVESTMENT TERMS 7 A D VA N TA G E S 8 SENIOR MANAGEMENT 9 C O N TA C T 10 What we do Typical Real Estate Capital Stack Milestone Partners Real Estate Capital Stack

More information

HFMA Summer Conference

HFMA Summer Conference HFMA Summer Conference August 11, 2017 Intermountain Lake Park Facility 4646 Lake Park Blvd Salt Lake City, Utah 84120 7.0 CPE hours 7:30 8:15 a.m. Continental Breakfast 8:15 8:30 a.m. Opening and Chapter

More information

An Experienced Approach to Private Equity

An Experienced Approach to Private Equity An Experienced Approach to Private Equity Monument MicroCap Partners, LLC (MMP) is an independent private investment firm comprised of highly experienced and accomplished private equity and operational

More information

IFRS. Master Class on. The Controller s Workshop. 26th November Mumbai

IFRS. Master Class on. The Controller s Workshop. 26th November Mumbai Knowledge Partners Presents Master Class on IFRS The Controller s Workshop 26th November 2015 - Mumbai For sponsorship or to become our partner, contact: marketing@achromicpoint.com About the Seminar In

More information

SBICs: More Popular Than Ever Should You Form One? Cynthia M. Krus, Sutherland February 6, 2014

SBICs: More Popular Than Ever Should You Form One? Cynthia M. Krus, Sutherland February 6, 2014 SBICs: More Popular Than Ever Should You Form One? Cynthia M. Krus, Sutherland February 6, 2014 SBIC Program Overview A Small Business Investment Company ( SBIC ) is a privately owned and operated company

More information

BEST PRACTICES IN INVESTOR RELATIONS AMONG AWARD-WINNING COMPANIES Interviews With CEOs, CFOs, Investor Relations Officers and Investors

BEST PRACTICES IN INVESTOR RELATIONS AMONG AWARD-WINNING COMPANIES Interviews With CEOs, CFOs, Investor Relations Officers and Investors Best Practices in Investor Relations Based on Hundreds of Investor and Corporate Executive Interviews Candid Investor Perception Studies and Investor Feedbacks on Value-Drivers and Benchmarking to Best

More information

2018 SPONSORSHIP OPPORTUNITIES

2018 SPONSORSHIP OPPORTUNITIES TNBankers.org 2018 SPONSORSHIP OPPORTUNITIES Reach the top decision-makers within Tennessee s banking community REACH THE TOP DECISION-MAKERS WITHIN TENNESSEE S BANKING COMMUNITY For more than 125 years,

More information

2018 Maine Bankers Association Sponsorship Opportunities

2018 Maine Bankers Association Sponsorship Opportunities Reach the Top Decision- Makers within the Maine Banking Community 2018 Maine Bankers Association Sponsorship Opportunities About Us: The Maine Bankers Association has served Maine s banking industry since

More information

HFMA January CFO Forum

HFMA January CFO Forum HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter

More information

SME Policy Design and Evaluation: Insights from Research on Entrepreneurship and Innovation

SME Policy Design and Evaluation: Insights from Research on Entrepreneurship and Innovation SME Policy Design and Evaluation: Insights from Research on Entrepreneurship and Innovation Winslow Sargeant, Ph.D. Vice President of Data and Policy, ICSB Email: wsarge2010@me.com October 13, 2016 Background

More information

CURRENT ISSUES IN HIGHER EDUCATION

CURRENT ISSUES IN HIGHER EDUCATION CURRENT ISSUES IN HIGHER EDUCATION Group-Live Presentation 1 CPE Credit Accounting (Govt); 1 CPE Credit Behavioral Ethics; 1.5 CPE Credits Personnel/HR; 1.5 CPE Credits Personal Development; 1 CPE Credit

More information

VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT

VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT February 14-17,2019 Holiday Inn 21st Street, Virginia Beach, Virginia FRIDAY 6:00pm 8:00pm CONFERENCE REGISTRATION 6:30pm JCI Senate/Life Member Association

More information

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m.

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. This session focuses on FINRA and MSRB mark-up disclosure requirements. Panelists discuss securities covered by the new rule,

More information

MHS Holdings, Inc. An ESOP Success Story

MHS Holdings, Inc. An ESOP Success Story MHS Holdings, Inc. An ESOP Success Story September 21, 2017 Presented by: Brian Johnson, CFO, MHS Holdings, Inc. Kyle Wishing, Material Handling Systems Presentation Overview Introduction Overview of MHS

More information

CHARTERED CAPITAL ADVISERS, INC.

CHARTERED CAPITAL ADVISERS, INC. CHARTERED CAPITAL ADVISERS, INC. 590 MADISON A VENUE 21 ST FLOOR N EW Y ORK, NEW Y ORK 10022 (212) 327-0200 (212) 327-0225 FAX A DESCRIPTION OF CHARTERED CAPITAL ADVISERS, INC. Chartered Capital Advisers,

More information

Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus) Wednesday, May 17 10:00 a.m. 11:00 a.m.

Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus) Wednesday, May 17 10:00 a.m. 11:00 a.m. Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus) Wednesday, May 17 10:00 a.m. 11:00 a.m. Join FINRA staff as they discuss FINRA s cycle examination process and

More information

American Health Lawyers Association Health Care Transactions May 1-3, 2019 Nashville, TN

American Health Lawyers Association Health Care Transactions May 1-3, 2019 Nashville, TN American Health Lawyers Association May 1-3, 2019 Nashville, TN Wednesday, May 1, 2019 A. Fundamental: Overview of the Deal Process A Roadmap through the Paper Jungle Schaff Sharnoff Stroup D. Fundamental:

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Investment Banking Valuation Leveraged Buyouts And Mergers And Acquisitions Wiley Finance

Investment Banking Valuation Leveraged Buyouts And Mergers And Acquisitions Wiley Finance Investment Banking Valuation Leveraged Buyouts And Mergers And Acquisitions Wiley Finance We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online

More information

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students RCA MISSION Protect investors and financial markets as the exclusive authority for compliance education, training, accreditation, certification, skills assessment, and employee development. 1 WHO WE SERVE

More information

PETIA DIMITROVA. Country CEO and Chairperson of the Management Board of Eurobank Bulgaria AD (Postbank) Present

PETIA DIMITROVA. Country CEO and Chairperson of the Management Board of Eurobank Bulgaria AD (Postbank) Present CURRICULUM VITAE PETIA DIMITROVA Country CEO and Chairperson of the Management Board of Eurobank Bulgaria AD (Postbank) 1. Professional Experience Record: / Present Chairperson of the Management Board

More information

8th Annual INSEAD Asian Private Equity and Venture Capital Conference

8th Annual INSEAD Asian Private Equity and Venture Capital Conference The INSEAD Private Equity Club cordially invites you to the 8th Annual INSEAD Asian Private Equity and Venture Capital Conference Date: Friday 4 November, 2016 Time: 12pm - 7pm SGT Venue: Asia Campus 1

More information

Accenture plc (Exact name of registrant as specified in its charter)

Accenture plc (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

REGISTRATION PACKAGE

REGISTRATION PACKAGE REGISTRATION PACKAGE NAPMW Central Region Fall Education Conference Arrival: Thursday October 6, 2011 Departure: Saturday October 8, 2011 Saint Louis, MO Sheraton Westport Chalet Hotel 191 Westport Plaza,

More information

Symposium 2003 Reputation Equity: Corporate Citizenship & the Bottom Line

Symposium 2003 Reputation Equity: Corporate Citizenship & the Bottom Line Corporate Communication Institute at Fairleigh Dickinson University Sponsoring Organizations: Accenture AT&T BD Convergys J.M. Huber Corporation Pfizer Raytheon Schering-Plough Wyeth Participating Organization:

More information

LEVI STRAUSS & CO. (Exact name of registrant as specified in its charter)

LEVI STRAUSS & CO. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event

More information

The New Mexico Public Procurement Association 2009 Spring Conference & Vendor Fair March 11 th, 12 th, and 13 th, 2009 AGENDA

The New Mexico Public Procurement Association 2009 Spring Conference & Vendor Fair March 11 th, 12 th, and 13 th, 2009 AGENDA The New Mexico Public Procurement Association 2009 Spring Conference & Vendor Fair March 11 th, 12 th, and 13 th, 2009 AGENDA Wednesday, March 11, 2009 NOTE: WE ARE OFFERING TWO IN-STATE CERTIFICATION

More information

261 Gorham Road South Portland, ME Company Profile

261 Gorham Road South Portland, ME Company Profile Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1990. Over the last two decades PMI has grown to manage

More information