New York Bankers Association
Women in Banking
Conferences 2013
October 30
November 14
Rochester, New York
New York, New York
Hyatt Regency
Grand Hyatt
The Leadership Journey...sharing best practices,
new perspectives, success strategies...
New York Bankers AssociaƟon | 99 Park Avenue, 4th Floor | New York, NY 10016
Women in Banking Conferences
October 30 - Rochester | November 14 - New York City
October 30, 2013
November 14, 2013
8:45 – 9:15 am
8:45 – 9:15 am
Registration, Coffee and Networking
Registration, Coffee and Networking
9:15 – 9:30 am
9:15 – 9:30 am
Welcome
Margaret Lanning, Senior Vice President, Wells Fargo
Gail E. Cohen, Chairman, NYBA;
Welcome
Margaret Lanning, Senior Vice President, Wells Fargo
Gail E. Cohen, Chairman, NYBA;
Vice Chairman, Fiduciary Trust Company International
Vice Chairman, Fiduciary Trust Company International
9:30 – 10:15 am
9:30 – 10:15 am
A Leadership Journey
Ruth H. Mahoney, Market President,
A Leadership Journey
Lucia DiNapoli Gibbons, Executive Vice President & Regional
Hudson Valley/Metro New York, KeyBank NA
President, Wells Fargo Bank
10:15 – 11:00 am
10:15 – 11:00 am
Establishing Priorities for Successful Leadership
Gail E. Cohen, Chairman, NYBA;
Establishing Priorities for Successful Leadership
Gail E. Cohen, Chairman, NYBA;
Vice Chairman, Fiduciary Trust Company International
Thelma B. Ferguson, Member, NYBA Board of Directors;
Vice Chairman, Fiduciary Trust Company International
Thelma B. Ferguson, Member, NYBA Board of Directors;
Segment Head, Northeast Middle Market, JPMorgan Chase Bank, N.A.
Susan R. Holliday, Director, Financial Institutions, Inc; President &
Publisher, Rochester Business Journal, Inc.
Segment Head, Northeast Middle Market, JPMorgan Chase Bank, N.A.
11:00 – 11:20 am
Networking Break
Networking Break
11:20 – 12:30 pm
11:20 – 12:30 pm
Concurrent Breakout Sessions
Strategies for Work-Life Integration
Influence: How to Get It – How to Use It
Coaching and Mentoring to Build Careers
11:00 – 11:20 am
Concurrent Breakout Sessions
Strategies for Work-Life Integration
Influence: How to Get It – How to Use It
Coaching and Mentoring to Build Careers
12:30 – 1:30 pm
12:30 – 1:30 pm
Luncheon and Networking
Luncheon and Networking
1:30 – 2:40 pm
1:30 – 2:40 pm
Concurrent Breakout Sessions
Developing Strategic Alliances
Communicating Effectively for Results
2:40 – 3:45 pm
Closing Session – Charting Your Leadership Future
Sandra A. Parker, Director, Tompkins Financial Corporation;
President & CEO, Rochester Business Alliance
Concurrent Breakout Sessions
Developing Strategic Alliances
Communicating Effectively for Results
2:40 – 3:45 pm
Closing Session – Charting Your Leadership Future
Jeannie Finkel, Partner, Heidrick & Struggles Gail E. Cohen
Gail Cohen is Vice Chairman and General Trust
Counsel for Fiduciary Trust Company
International, where she is responsible for the
firm’s client relationships and trust and estate
services in New York and across the regional
offices. She is also a member of Fiduciary Trust’s
Board of Directors, and a member of the
Management and Executive Committees. She is
currently Chair of the New York Bankers Association and has also
served as the Association’s Vice Chairman, Treasurer and Chair of its
Trust & Investment Division. In 2010, she was named one of the Top
50 Women in Wealth, selected by Wealth Manager Magazine.
Thelma B. Ferguson
Thelma Ferguson is Segment Head of the
Northeast Middle Market at JP Morgan Chase,
where she leads a team that provides credit,
cash management, capital markets and
corporate finance advisory solutions to
companies with annual revenues between $20
million and $500 million. She is a member of
the Commercial Bank’s Executive Committee.
She previously served as Middle Market President in Manhattan and
Brooklyn, and President of the firm’s Kentucky, Southern Indiana
and Tennessee markets. She serves on the Board of Directors for
the NYBA and Community Health Charities of New York.
Lucia DiNapoli Gibbons
Lucia DiNapoli Gibbons is an Executive Vice
President and the Northern New Jersey Regional
President for Wells Fargo, responsible for leading
and driving retail operations in northern New
Jersey and Rockland County, which includes 154
retail stores and 1,600 team members. Before
joining Wells Fargo in 2002, she held several key
leadership positions at Fleet (now Bank of
America), including regional director of Small Business Services and
Regional President New Jersey, responsible for commercial banking
and community activities in the state. She has been named one of
New Jersey’s Ten Most Influential Women in Business.
Ruth H. Mahoney
Ruth Mahoney is Market President, Hudson
Valley/Metro NY for KeyBank, NA. As the senior
representative and spokeswoman for KeyBank in
the market, she leads all community and
economic development efforts, and oversees the
full range of financial services in the nine-county
district. She was previously a Market Manager for
Key Private Bank in the Capital Region and also
worked for Bank of America Private Bank as a Senior Vice President
and City Executive. She serves on the board of the Westchester
County Association and the Leadership Advisory Board for the YWCA
and Women’s Enterprise Development Center, Inc.
Presenters—Rochester
Sallyanne K. Ballweg, Senior Executive Vice President, The First
National Bank of Long Island
Lynne B. Barr, Esq., Goodwin & Procter LLP
Lauretta M. Chrys, Executive Vice President, Citizens Bank
Mary Ellen Frandina, Executive Vice President, Evans Bank, NA
Peggy Kingsley, Administrative Vice President, M&T Bank
Margaret Lanning, Senior Vice President, Wells Fargo Bank
Sharon Lochocki, Senior Vice President, KeyBank NA
Theresa B. Mazzullo, CEO, Excell Partners
Suzanne Nasipak-Chapman, Market Executive, First Niagara Bank
Sandra A. Parker, Director, Tompkins Financial Corporation;
President & CEO, Rochester Business Alliance
Michelle L. Pedzich, Senior Vice President, Canandaigua National
Corporation
Allison L. Sagraves, Group Vice President, M&T Bank
Jennifer Sanfillippo, Vice President, First Niagara Bank
Melinda Sartori, Executive Vice President, Chemung Canal Trust Co.
Barbara Toczko-Maculloch, Senior Vice President, First Liberty
Wealth Management
Susan Valenti, Senior Vice President, Tompkins Financial Corp.
Kathleen Whelehan, President & CEO, Upstate National Bank
Presenters—New York City
Lynne B. Barr, Esq., Goodwin & Procter LLP
Cheryl D. Bowers, Chief Administrative Officer, Rondout Savings Bank
Joan Caruso, Managing Director, The Ayers Group
Mayra DiRico, Senior Vice President, Astoria Federal Savings
Kari Elias, Division Manager, JPMorgan Chase Bank, NA
Jeannie Finkel, Partner, Heidrick & Struggles
Maria A. Grasso, Executive Vice President & COO, Flushing Bank
Mary A. Griffin, Director & Vice President, Citigroup
Holly Hinchey, Senior Vice President, Citibank, NA
Margaret Lanning, Senior Vice President, Wells Fargo Bank
Tara M. Latini, Senior Vice President, HSBC Bank USA, NA
Jennifer M. Lee, Regional Managing Director, Wells Fargo Bank
Susan Mach, Partner, Mach Creative Services
Ruth H. Mahoney, President, Hudson Valley/Metro NY, KeyBank NA
Stella M. Mendes, President, First National Bank of New York
Mary Beth Sullivan, Managing Partner, Capital Performance Group
Maggie Wall, Head of Premier Banking, Citizens Bank
Thank You To Our Sponsors
Key Bank, N.A.—Platinum Sponsor
Tompkins Financial Corporation—Silver Sponsor
Astoria Federal Savings—Bronze Sponsor
Chemung Canal Trust Company—Bronze Sponsor
Citizens Bank—Bronze Sponsor
Community Bank, NA—Bronze Sponsor
Fiduciary Trust Company International—Bronze Sponsor
First National Bank of Long Island—Bronze Sponsor
Federal Home Loan Bank of New York—Patron Sponsor
M&T Bank—Patron Sponsor
Hotel, Registration, and Sponsorship Opportunities
Hyatt Regency, Rochester
125 E. Main Street, Rochester, NY
Tel: 585-546-1234
Recently renovated, this downtown hotel is
easily accessible from local highways and the
Rochester New York Airport.
Group room rate: $129/night.
Sponsorship Information
Level
Amount
Platinum
Sponsor
$10,000
and up
Gold
Sponsor
$7,500
Silver
Sponsor
$5,000
Bronze
Sponsor
$2,500
Patron
Sponsor
$1,500 $2,499
Grand Hyatt, New York City
109 E. 42nd Street, New York, NY
Tel: 212-883-1234
Just steps away from Grand Central
Terminal, the Grand Hyatt New York is a
short distance from most major New York
City transportation options.
Group room rate: $379/night.
Registration Fees - Rochester:
$ 195 NYBA members—per registrant
$ 255 non-members—per registrant
Registration Fees - New York City:
$ 225 NYBA members—per registrant
$ 285 non-members—per registrant
Includes
Logo recognition on screen at
breaks/lunch
Recognized in mailings/emails
Company profile in program book
15 complimentary registrations
Podium recognition
Logo recognition on screen at
breaks/lunch
Recognized in mailings/emails
Company profile in program book
10 complimentary registrations
Podium recognition
Signage at event
Recognized in mailings/emails/
program book
7 complimentary registrations
Podium recognition
Signage at event
Recognized in program book
5 complimentary registrations
Podium recognition
Signage at event
Recognized in program book
Podium recognition
Registration fee includes the cost of conference attendance,
refreshment breaks, and lunch. Attendance may be limited.
Sponsorships will be recognized at both locations. Complimentary
registrations may be used in either Rochester or New York City.
Payment may be made by Visa, MasterCard, Discover, or by check.
Questions:
Cancellation Policy—Rochester:
Any registration cancelled by 10/16/13 is subject to a charge of $50.
Registrations cancelled before 10/16/13 will be refunded in full. No refunds
will be issued for cancellations received after 12:00 noon, 10/25/13. There is no
charge for substitutions, but please call 212-297-1666 with names of
replacements.
Elisa R. Legg – [email protected] or 212-297-1679
Mary K. Robb – [email protected] or 212-297-1662
Cancellation Policy—New York City:
Any registration cancelled by 10/31/13 is subject to a charge of $50.
Registrations cancelled before 10/31/13 will be refunded in full. No refunds
will be issued for cancellations received after 12:00 noon, 11/8/13. There is no
charge for substitutions, but please call 212-297-1666 with names of
replacements.
4 Ways to Register
Fax:
Email:
Online:
Mail:
212-297-1683
[email protected]
http://www.nyba.com/events/women-in-banking-conferences/ Women in Banking Conference
New York Bankers Association
New York Bankers AssociaƟon
99 Park Avenue, 4th Floor
New York, NY 10016
www.nyba.com
Registration Form—Women in Banking Conferences 2013
Name of Person Completing Form _________________________________________________________________________________________________________________
Institution _____________________________________________________________________________________________________________________________________
Street Address ____________________________________________________________ City/State Zip ________________________________________________________
Email ________________________________________________________________ Phone _______________________________ Fax ________________________________
Breakout Session Selection—Every effort will be made to provide participants with their breakout session selections, but space may be limited. Please
indicate preferences below.
Session I: Strategies for Work-Life Integration;
Influence: How to Get It—How to Use It;
Coaching and Mentoring to Build Careers
Session II: Developing Strategic Alliances;
Communicating Effectively for Results
Registrants:
Breakout Sessions Desired:
Name____________________________________________________________________
Title ____________________________________________________________________
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Location
 Rochester
 New York City
Name____________________________________________________________________
Title ____________________________________________________________________
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Location
 Rochester
 New York City
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Title ____________________________________________________________________
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Location
 Rochester
 New York City
Name____________________________________________________________________
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Location
 Rochester
 New York City
Name____________________________________________________________________
Title ____________________________________________________________________
E-mail ___________________________________________________________________
Location
 Rochester
 New York City
Session I: _____________________________________________
Session II: ____________________________________________
Session I: _____________________________________________
Session II: ____________________________________________
Session I: _____________________________________________
Session II: ____________________________________________
Session I: _____________________________________________
Session II: ____________________________________________
Session I: _____________________________________________
Session II: ____________________________________________
Copy this form for additional registrations.
Registration Fee: Rochester - $195 member or $255 non-member. New York City - $225 member or $285 non-member.
Payment may be made by check (payable to New York Bankers Association) or credit card.
Please indicate:
# of registrants-Rochester _______
Please indicate:
____ Check Enclosed
____ Visa
# of registrants-New York City _______
____ MasterCard
Total payment __________
____ Please invoice (member banks only)
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Return form to: New York Bankers Association, 99 Park Avenue, 4th Floor, New York, NY 10016; or
fax to: 212-297-1683; or email to [email protected]
Questions: Call 212-297-1679 or 212-297-1666; [email protected]
____________________
Cancellation policy on flyer applies to
all cancelled registrations.