CONVENTION 2015
May 17-20, 2015
Baltimore Marriott Waterfront
Baltimore, Maryland
BALTIMORE MARRIOTT WATERFRONT
Neatly nestled along the scenic water’s
edge of the Inner Harbor, Baltimore
Marriott Waterfront welcomes guests with
breathtaking harbor and downtown views,
luxury accommodations and exceptional
service for a relaxed stay in Baltimore,
MD. Putting guests near the many cultural,
shopping and entertainment options of the
Harbor East neighborhood and the city’s
downtown, our hotel features spacious
accommodations with a variety of guest
rooms and suites to meet the needs of
today’s travelers. Whether exploring the area
on foot or via water taxi, nearby attractions
include the National Aquarium, Baltimore
Zoo, Maryland Science Center, Oriole Park
at Camden Yards, the Ravens’ M&T Bank
Stadium and more. Boasting 80,000 square
feet of high-tech meeting space, dedicated
event managers and inspiring event menus
complemented by white-glove synchronized
banquet services, our hotel is a premier
destination for hosting exceptional events in
downtown Baltimore.
Baltimore Marriott Waterfront, our hotel. Retrieved January 5, 2015, from http://www.marriott.com/hotels/travel/bwiwf-baltimore-marriott-waterfront/
PENNSYLVANIA
BANKERS
ASSOCIATION
presents
WELCOME
Chair William C. Marsh and the PA Bankers Board
of Directors invite you to experience three days
packed with dynamic speakers, lively discussions
about the banking industry, inspirational
programs, fine dining, entertainment and more at
the Association’s Annual Convention.
Savor the opportunity to reconnect and celebrate
with banking colleagues, business partners and
clients at the Baltimore Marriott Waterfront, a
great hotel located in the heart of downtown
Baltimore.
Take this time to support the banking industry
and your Association by coming together for this
flagship event. We look forward to seeing you for
Convention 2015.
LOCATION
Baltimore’s Inner Harbor has many stories to
tell, from its heyday in the 18th century as the
nation’s leading shipbuilding site, to a major
site for oyster canning, steel working, railroad
building, immigration port and military supply
center. In 1980, the Inner Harbor area underwent
a major revitalization with the addition of many
attractions, hotels, restaurants and shops. Today,
the Inner Harbor is a major tourist destination and
port of call for cruise ships.
Visit Baltimore, Inner Harbor. Retrieved January 16, 2015. http://
baltimore.org/neighborhoods-maps-transportation/inner-harbor
Baltimore’s history and attractions have allowed
the city to become a strong tourist destination on
the East Coast. In 2013, the city hosted 23.9 million
visitors, who spent $5.15 billion. The Baltimore
Visitor Center, which is operated by Visit
Baltimore, is located on Light Street in the Inner
Harbor. Much of the city’s tourism centers around
the Inner Harbor, with the National Aquarium
being Maryland’s top tourist destination.
Other popular tourist destinations throughout
the city include Oriole Park at Camden Yards,
Fort McHenry, the Mount Vernon and Fells Point
neighborhoods, and museums such as the Walters
Art Museum, Sports Legends Museum at Camden
Yards and the Baltimore Museum of Industry.
Visitor arrivals to Baltimore jump more than 12 percent”. Baltimore
News.Net. Retrieved 29 July 2014.
Convention 2015
May 17-20, 2015
Baltimore Marriott Waterfront
Baltimore, Maryland
NETWORKING
In addition to utilizing the Convention for
conducting the Association’s annual business
and offering valuable educational programs,
Convention 2015 provides invaluable
opportunities to network both socially and
professionally with banking colleagues.
TOURS
Camden Yards
Come see Oriole Park at Camden Yards from a
whole new perspective. Enjoy the charm of the
ballpark from club level suites, the press level, and
even the Orioles dugout.
Oriole Park revolutionized baseball when it
debuted on Opening Day 1992. Now, here’s
your chance to go behind the scenes of this
historic ballpark and learn more about how it has
continued to change the baseball fan’s experience
ever since.
Monday, May 18
1:15 p.m. – 4 p.m.
Bus departs from
the lobby
$75 (Includes lunch)
Photo credit: American Spirit / Shutterstock.com
Annapolis Coach & Stroll
Tour the Maryland State House, ride through
the streets of the Annapolis Historic District and
surrounding area in the comfort of your own
motor coach . An experienced and knowledgeable
Colonial Attired Guide will be with you for
this easy combined 90 minute tour. Your tour
will include the interior of Maryland’s Historic
State House, the country’s oldest state capitol in
continuous legislative use. Riding through the
streets of Annapolis you will pass prominent
Annapolis Historic Homes, St. Johns’ College, the
WWII Memorial which overlooks the Scenic Severn
River. The United States Naval Academy will be in
full view as the guide shares stories of the history
and traditions, as well as current day information.
The tour of the Historic District will be
implemented with the goal of bringing in as much
history about USNA as possible. The tour can bring
them to the WWII Memorial over the bridge from
campus, which would be an opportunity to see the
campus from across the water.
Tuesday, May 19
Tuesday, May 19 • 1:15 p.m. – 6 p.m.
* Bus departs from the lobby
$75 (Does not include lunch)
CONVENTION PROGRAM
Concurrent B:
Information Technology
Governance - The Role of the
Board of Directors
Sue McMurdy
Executive Advisor
Endeavor Management
Houston, TX
SUNDAY, MAY 17, 2015
1 p.m. – 4 p.m.
REGISTRATION/WELCOME
1 p.m. – 3:30 p.m.
THEME RECEPTION
“A Day at Camden Yards”
2:30 p.m. –
4:45 p.m.
DIRECTOR SESSSION
Things Directors Should be
Thinking About in 2015
5REHUW(.DIDÀDQ
President & CEO
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Parsippany, N.J.
6 p.m. - 7:30 p.m.
CHAIR’S RECEPTION
“Welcome to Baltimore”
MONDAY, MAY 18, 2015
7:15 a.m.
REGISTRATION
7:30 a.m.
CONTINENTAL BREAKFAST
8 a.m.
CONCURRENT SESSIONS
Concurrent A:
Introduction to .bank and
Other Recent Developments in
Bank Internet Operations
Frank Bonaventure, Esquire
Principal
Ober Kaler
Baltimore, Md.
Concurrent C:
Developing Talent
Linda Eagle, PhD
Founder & President
Global Bankers Institute
New York, N.Y.
9 a.m.
GENERAL SESSION
The State of the Association
J. Duncan Campbell III
President & CEO
PA Bankers Association
Harrisburg, Pa.
PA Bankers Annual Business
Meeting
Introduction of PA Bankers
Past Chairs and Special Guests
William C. Marsh, CPA
PA Bankers Association
Chairman, President & CEO
The Farmers National Bank of
Emlenton
Emlenton, Pa.
CONVENTION PROGRAM
Annual Meeting Agenda:
50-Year Club Inductions
11:45 a.m.
SNACK– STRETCH BREAK
Noon
Leadership
Coquese Washington
Head Women’s Basketball
Coach
Pennsylvania State University
State College, Pa.
Nominating Report & Board
Election
Jon S. Evans
President & CEO
Atlantic Community Bankers
Bank
Camp Hill, Pa.
Penn State graduates photo
immediately following the
General Session
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1 p.m.
Chair Remarks
William C. Marsh
PA Bankers Chair
A View from Washington
John Ikard
American Bankers Association
Chair
President & CEO
FirstBank Holding Company
Lakewood, Colo.
PA Economic Outlook
Stuart G. Hoffman
Senior Vice President &
Chief Economist
PNC Financial Services
Group, Inc.
Pittsburgh, Pa.
ADJOURN
AFTERNOON FREE TO
ENJOY INNER HARBOR
1:15 p.m.
6 p.m.
CAMDEN YARDS TOUR
PaBPAC Reception
By Invitation Only
TUESDAY, MAY 19, 2015
7:15 a.m.
REGISTRATION/
CONTINENTAL BREAKFAST
7:30 a.m.
INVESTMENT BANKING
PANEL – Raising Capital
Charles K. Hull – Moderator
Managing Director & Group
Head of Investment Banking
Boenning & Scattergood
West Conshohocken, Pa.
Scott Anderson
Co-Head of Depository
Investment Banking
Keefe Bruyette & Woods,
A Stifel Company
Philadelphia, Pa.
CONVENTION
PROGRAM
7:30 a.m.
INVESTMENT BANKING
PANEL – Raising Capital
Ajay Asija
Managing Director
Financial Institutions Group,
Investment Banking
FBR Capital Markets & Co.
New York, N.Y.
Emmett J. Daly
Principal in the Investment
Banking Group
Sandler O’Neill + Partners, L.P
New York, N.Y.
Mark McCollum
Senior Managing Director
Financial Institutions Group
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Reading, Pa.
8:30 a.m.
REGULATORY UPDATE
Federal and State Regulators have
been invited to offer their perspective
on the current environment.
9:30 a.m.
GENERAL SESSION
Managing 21st Century Cyber
Risk Before It Manages You
Honorable Tom Ridge
CEO
Ridge Global
Washington, DC
10:45 a.m. –
11:45 a.m.
GENERAL SESSION
The Happiness Advantage:
Linking Positive Brains to
Performance
Shawn Achor
Founder & CEO
GoodThink, Inc.
San Antonio, TX
Noon.
ADJOURN AFTERNOON FREE
1:15 p.m.
ANNAPOLIS COACH &
STROLL TOUR
7:30 p.m. –
10 p.m.
“A Night at the Races”
Theme Party & Entertainment
Come visit the “Charm City” and discover an
ideal getaway that extends beyond the Orioles and
Old Bay-seasoned crabs. Baltimore is a colorful,
diverse destination that is Maryland’s largest city
and economic hub, known for its beautiful harbor;
quirky, distinct neighborhoods; sports teams, its
unique museums, and the Preakness Stakes. Come
to Convention early, as the Preakness is scheduled
for Saturday, May 17. Baltimore’s rich history
combines with its unforgettable modern culture to
offer visitors an inviting experience ranging from
fine cuisine in Little Italy to the masterpieces on
display at the Baltimore Museum of Art. With its
history and contemporary style, it is no wonder
that Baltimore is one of America’s most popular
destinations.
With more than 620,000 residents, Baltimore’s
population is growing again for the first time
in decades laying claim that the city is on the
move! In addition to being called the “Charm
City,” Baltimore’s diverse heritage can be traced
through its many nicknames such as “a City of
Neighborhoods,” “The Monumental City” (coined
by sixth President John Quincy Adams in 1827),
and its more controversial 19th-century sobriquet
of “Mobtown.” These nicknames have contributed
to the mystique of a City where it was called
“hometown” by the likes of writer Edgar Allan
Poe, jazz musician James “Eubie” Blake, singer
Billie Holiday and baseball legend George Herman
“Babe” Ruth. As historians agree, Baltimore’s role
in the War of 1812 and Francis Scott Key’s writing
of “The Star-Spangled Banner,” have contributed to
the city’s national importance and significance.
Baltimore’s Inner Harbor is an attraction in itself!
Surrounding this urban waterfront park, you’ll be
able to enjoy some of America’s best restaurants,
relax at a multitude of spas and discover world
renown places to visit including the breathtaking
National Aquarium, featuring more than 16,000
animals, from sharks to a giant sea turtle. Not to
be outdone, the Maryland Science Center includes
two-story dinosaurs and interactive exhibits that
will entertain the whole family. Just a short ride
away, the Maryland Zoo in Baltimore’s Druid Hill
Park engages young and young-at-heart with the
giraffe-feeding station and much more. You can
also expect to be impressed by the U.S. Lacrosse
National Headquarters featuring the Lacrosse
Museum and National Hall of Fame. And, if it’s the
unexpected you seek, you’ll be talking about the
oddities in Ripley’s Believe or Not! for weeks!
Visiting Baltimore boasts the chance to see
American history, architecture, museums, libraries,
art galleries, retail shops and so much more.
Embrace all of Baltimore’s unique opportunities
and see the many attractions that reveal the true
charm of this city.
FOR OFFICE USE ONLY
Date
Rec’d
________________________________________
Check #
________________________________________
Amount:
C O N V E N T I O N R E G I S T R AT I O N F O R M
PA Bankers Convention 2015
Sunday, May 17 – Wednesday, May 20
The Baltimore Marriott Waterfront, Baltimore, Maryland
Please complete this form legibly, make a copy for your records and return the original. Only one couple per
registration form. Multiple bankers cannot be on the same form - duplicate as needed. This form is available
at https://www.pabanker.com/pa-bankers-communications/newsstand and click on Brochures.
DELEGATE:
First Name:
Middle Initial:
Name for Badge (Nickname):
Last Name:
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Female
Title:
E-mail:
Tel.
SPOUSE/GUEST:
First Name:
Middle Initial:
Name for Badge (Nickname):
E-mail
Bank/BHC/Firm:
Address:
City:
Tel.
This form completed by:
E-mail
Last Name:
Male
Female
Tel.
State:
Fax:
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(continued)
Zip:
(Convention Registration Page 2 of 2)
CONVENTION TOURS
Camden Yards
Monday, May 18 • 1:15 p.m. – 4 p.m.
*Bus departs from the lobby
$75 (Includes lunch)
Name of Attendees
Fee
Annapolis Coach & Stroll
Tuesday, May 19 • 1:15 p.m. – 6 p.m.
*Bus departs from the lobby
$75 (Does not include lunch)
CONVENTION FEES:
Member Bank/Director Rate ........................................................................$1,175
Representative of All Official Convention Sponsors ................................$1,175
Associate Member/Affiliate Member Rate ................................................$1,765
Non-Member Rate..........................................................................................$2,350
Spouse/Family/Guest Rate/Retired Banker................................................$625
PAYMENT OPTIONS (Payment must accompany registration):
Enclosed is a check made payable to the Pennsylvania Bankers Association in the amount of $________,
covering all registrants and events listed above.
Register online with a credit card covering all registrants and events listed above.
*CREDIT CARD PAYMENTS ONLY ACCEPTED ONLINE FOR BANKERS & DIRECTORS.
Please visit https://www.pabanker.com/pa-bankers-communications/newsstand and click on Brochures.
PA Bankers accepts Visa and MasterCard only.
CONVENTION CANCELLATION POLICY:
20 percent retention fee by PA Bankers if cancellation is received prior to 4/12/15.
50 percent retention fee by PA Bankers if cancellation is received prior to 5/3/15.
*No refunds will be issued for cancellations made after COB 5/3/15 or for no-shows.
Individuals registered by 5/3/15 will be printed on the official registration list.
All cancellation requests must be made in writing to the Pennsylvania Bankers Association. All
registrations received by any means of communication are subject to this cancellation policy. The Association
does not issue refunds due to weather conditions, Acts of God and/or other causes beyond its reasonable
control.
RETURN THIS FORM TO:
Pennsylvania Bankers Association
Attn: Jill Ametrano, Convention Registrar
3897 North Front Street
Harrisburg, PA 17110
Tel. (717) 255-6927
E-mail: [email protected]
Accommodations are available at the Baltimore Marriott Waterfront.
Please call the hotel directly to reserve your room, (410) 385-3000 or visit
https://resweb.passkey.com/go/PaBankersAssocAnnual