A g e n d a OCTOBER 1-3, 2017 NEWPORT MARRIOTT, NEWPORT, RHODE ISLAND. presented by: SUNDAY, OCTOBER 1 6:00 7:00 p.m.

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1 presented by: OCTOBER 1-3, 2017 The Tennessee and Mississippi Bankers Associations are partnering once again for the 2017 CEO/Executive Management Conference. The CEO/Executive Management Conference affords great educational and networking opportunities for CEOs and other senior bank officers, along with their spouses/guests. The 2017 conference will take place at the Newport Marriott in Newport, R.I. Located right on the harbor, this picturesque New England town has the historic sites, waterfront, and food that make Newport a destination for those throughout the country. The program will open with a welcome reception on Sunday, October 1; morning sessions for bankers on Monday and Tuesday, and a full group event Tuesday evening, October 3. A g e n d a SUNDAY, OCTOBER 1 6:00 7:00 p.m. Reception Atrium MONDAY, OCTOBER 2 7:30 a.m. Breakfast Salon I 9:00 a.m. Noon General Session Salon I Afternoon Dine Arounds Pre-registration required TUE SDAY, OC TOBER 3 7:30 a.m. Breakfast Salon I 9:00 a.m. Noon Spouse Trolley Tour of Area Mansions Pre-registration required 9:00 a.m. Noon General Session Salon I Afternoon 6:00 p.m. Reception/Dinner at Regatta Place

2 ACCOMMODATIONS To make reservations, guests should call and refer to the Mississippi/Tennessee Bankers CEO Conference. Reservations must be made before the cutoff date of September 8, Rooms are being held at the group rate of $ plus tax. All reservations must be guaranteed by credit card. Any guaranteed reservation not canceled 5 days prior to arrival will be subject to one nights room and tax cancellation fee. A limited number of rooms are available on Saturday, September 30, for those who wish to arrive early. DINING Restaurants on-site include: MainSail Have a seat and gaze out over Newport s most captivating view of the harbor. Enjoy contemporary American cuisine featuring flavorful dishes prepared with fresh ingredients from the earth and sea at one of the top Newport restaurants on the water. Breakfast, Lunch, and Dinner; Dress Code: Casual Plank Bar Plank Bar serves up a relaxed social experience. Come for our small plates that pair perfectly with cocktails or indulge in their large plates. In the morning, stop by for a quick bite before you start your day. Breakfast and Lunch; Dress Code: Casual Skiff Bar Take in the spectacular view from the deck while enjoying craft and local brews, well-poured specialty cocktails, and wines from across the globe. Enjoy your favorites with our delicious appetizers, such as our fresh raw bar, signature wings, and flatbread pizzas. Lunch and Dinner; Dress Code: Casual For more information on dining, go to: restaurant/pvdlw-newport-marriott/ SPA The spa and health club are located alongside the Newport Marriott. Situated on the harbor, the spa offers ultimate relaxation and was voted Best Spa in Rhode Island since 2009 by Rhode Island Monthly. The spa has eight private treatment rooms, two treatment suites for guests to enjoy with a loved one, a full salon and relaxation lounge. Guests of the spa can enjoy complimentary access to the state-of-the-art health club that includes a sauna, whirlpool, racquetball courts, and indoor pool.: Spa hours: Sunday Monday 9 a.m. 5 p.m.; Tuesday Saturday 9 a.m. 7 p.m. Please call to book an appointment. GOLF There are two golf courses conveniently located just a few miles from the Newport Marriott Green Valley Country Club ( (8.2 miles) and The Montaup Country Club ( (15 miles).

3 A g e n d a SUNDAY, OCTOBER 1 6:00 7:00 p.m. Opening Reception Atrium MONDAY, OCTOBER 2 7:30 a.m. Breakfast Salon I 9:00 a.m. General Session Salon I 10:15 a.m. Break Power Up Your Fraud Mitigation Potential Liz Little, Fraud Consultant, Shazam, Des Moines, IA Fraud is ever-evolving, so what are the latest tactics, trends ad tricks that fraudsters are using to try to get your customer s information? You ll learn the common ways fraudsters are gathering card information and what you can do to prevent it. Does law enforcement need to be involved? How are your vender partners helping and hurting your fraud liability? How do you discuss fraud with the local media? We ll provide you with answers to maximize your fraud prevention efforts and position your institution as a knowledgeable financial leader in your community. 10:30 11:45 a.m. Mindset Matters: Align Your Bank s Thinking to Impact Performance & Profits Chris Scaffidi, The Pacific Institute, Cedar Rapids, IA Current research demonstrates that organizational culture is the essential building block of organizational performance. In the landmark study by Harvard s John Kotter and James Heskett on the subject, companies with adaptable cultures outperformed companies with non-adaptable cultures by 756%. The essence of a constructive culture is the ability to adapt to change and empower people to be co-accountable for organizational results. Drawing on the latest information from the field of cognitive science, The Pacific Institute will present strategies that leaders can employ to assess and address cultural attributes that drive organizational performance. The session will focus on best practices banks can use to (1) Measure the health of the organizational culture, (2) Address individual and organizational habits of thought which impact strategy execution, (3) Increase leadership alignment and employee engagement, AND (4) Build a Culture of Ownership and Co-accountability around growth objectives. 11:45 a.m. Noon Morning Session Q&A Afternoon Dine-Arounds Pre-registration required Reservations have been secured at several local restaurants. Additional information coming soon. a g e n d a, con t i n u e d>

4 A g e n d a, con t i n u e d TUE SDAY, OC TOBER 3 7:30 a.m. Breakfast Buffet Salon I 9:00 a.m. Spouse Trolley Tour of Newport and Bellevue Mansion Pre-registration required and space is limited. Register with the form provided in this packet or contact Amy Davis at adavis@msbankers.com Trolleys will depart hotel at 9:00 a.m., returning by noon. 9:00 a.m. General Session Salon I 10:15 a.m. Break Attracting Millennials The Next Generation of Customers Abhishek Veeraghanta, VSoft Corporation, Duluth, GA As the millennial generation becomes both customer and employee, it is important that financial institutions adapt to the evolving change in technology. Millennials make up more than half of today s labor force and that trend will only continue to grow. Furthermore, according to a study by Money Summit, millennials are far more likely than any other generation to change their financial institution if the institution doesn t meet their expectations. This presentation will explore how financial institutions must adopt technology that is seamless and intuitive for its users while providing them with the features and tools that millennials expect. 10:30 a.m. Noon Roundtable Discussion Moderated by Karl Nelson, Founder/CEO, KPN Consulting, Roswell, GA Afternoon 6:00 9:00 p.m. Reception/Dinner Regatta Place (5 Marina Plaza, Goat Island) Bus will depart at 5:45 pm from the hotel and will make a return trip to pick up more guests. Regatta Place is a 15 min walk (8/10 mile) from the hotel on Goat Island at the Goat Island Marina. The Regatta Place has parking available if you choose to drive. Bus will return guests to the Newport Marriott following dinner. Th a n k y o u t o o u r sponso r s

5 Te n n e s s e e R e g i s t r at i o n Fo r m PRESENTED BY THE TENNESSEE BANKERS ASSOCIATION AND THE MISSISSIPPI BANKERS ASSOCIATION Please type or print. List name and badge nickname for each person attending and check appropriate space if registrant is a spouse or additional guest. Must be included. For delegates only. For educational tracking only. Last 4 digits: Company Contact Person Street Address Phone City State ZIP P r i c i n g Members/Affiliates $1,195 per person $ Spouses/Guests $395 per person $ REGISTRATION FEES: Full payment must accompany this form in order for registration to be processed. Registrations must be received in the TBA office by September 30. HOTEL RATE DISCOUNTS: The cutoff date for all room-block reservations is September 8. Pa y m e n t TOTAL REGISTRATION FEE $ Method of Payment: MasterCard Visa Check Ck# Credit Card # Exp Date Make checks payable to the Tennessee Bankers Association. Name on card (please print) Signature of cardholder Card billing address City State Zip Return this form with full payment to: Tennessee Bankers Association Attn: Penny Powlas 211 Athens Way, Ste 100, Nashville, TN Phone: Fax: (Fax for credit cards only) IF YOU HAVE QUESTIONS OR NEED ADDITIONAL INFORMATION, PLEASE CONTACT: Tennessee Bankers Association Penny Powlas - ppowlas@tnbankers.org Phone: Mississippi Bankers Association Amy Davis - adavis@msbankers.com Phone:

6 S p o u s e Ev e n t, P r e-r e g i s t r at i o n R e q u i r e d by Sep t. 22 TUE SDAY, OC TOBER 3 9:00 a.m. Noon Trolleys will leave the Newport Marriott Hotel LOBBY at 9 a.m. for a scenic tour of Newport with 90 minutes of narration, including historic downtown, Ocean Drive and the Bellevue Avenue mansion area, plus admission into The Breakers Mansion the estates of Cornelius Vanderbilt. We will return by 12 noon. Pre-registration is required and space is limited. Register by September 22. Please complete this form and to Amy Davis at adavis@msbankers.com to register. There is no additional fee to participate. Name: Bank: Cell Number: Address:

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