S T R AT E G I E S F O R S U C C E S S

MBA BANK MANAGEMENT AND DIRECTORS CONFERENCE November 30 – December 2, 2016 The Royal Park Hotel | Rochester Hills, MI

Michigan bankers, It is my pleasure to invite you to the 2016 MBA Bank Management and Directors Conference. We look forward to welcoming the keynote address by Lieutenant Colonel Robert J. Darling, United States Marine Corps (Ret.). Colonel Darling will share his fascinating story of supporting the President, Vice President and National Security Advisor in the Presidential Emergency Operations Center on September 11, 2001. Our conference offers something for every banking executive and bank director. We encourage you to bring members of your senior management team and board of directors at a special, discounted rate for multiple registrants. Whether they attend one day or the entire program, it’s a valuable way to gain new insights. We’d be delighted to have you join us in December for informative sessions, the opportunity to connect with peers and to enjoy the sites of beautiful downtown Rochester. Tim Marshall

Chairman, Michigan Bankers Association, and, President and CEO, Bank of Ann Arbor

Thank you MBA Bank Management Committee: Chairman: J. Grant Smith, Clarkston State Bank Ray Biggs, West Shore Bank Heather D. Brolick, Community Shores Bank Bruce J. Cady, Lapeer County Bank & Trust Company Craig S. Connor, Hillsdale County National Bank Ben Dancer, SSB Bank Chris Georvassilis, Comerica Bank Deborah Smith-Olson, Lake-Osceola State Bank

MBA Bank Management and Directors Conference

AGENDA | Wednesday, November 30, 2016 2:00 p.m.

Registration

5:00 p.m.

Past Chairman’s Reception (invitation only)

6:00 p.m.

Welcome Reception with Exhibitors Mingle with exhibitors, catch up with long-time friends and new acquaintances during the opening reception.



Enjoy Dinner in Downtown Rochester Gather colleagues, clients and friends to dine at one of the many delightful options Rochester has to offer, from sophisticated five-star cuisine to creative casual fare. This time of year, downtown Rochester is covered with more than 1 million points of glimmering holiday lights. The display is lit every evening (5 p.m. – Midnight).

Thursday, December 1, 2016 7:30 a.m.

Registration Open

7:30 a.m.

Continental Breakfast with Exhibitors

8:15 a.m. Board of Directors Welcome Speaker: Sue Eno, Citizen National Bank of Cheboygan 8:30 a.m. – 9:15 a.m. What’s Up, Who’s Down in the State Economy? Speaker: Jim Nowak, United Bankers Bank

November 30 – December 2, 2016

Thursday, December 1, 2016 (cont.) 9:15 a.m. – 10:00 a.m. How to Manage Balance Sheets in this Period of Elevated Volatility Speaker: Scott Hildenbrand, Sandler O’Neill 10:00 a.m. – 10:30 a.m. Refreshment Break with Exhibitors Recharge with refreshments and chat with sponsors and exhibitors. 11:00 a.m. – 1:00 p.m. Guest/Spouse Program: The Tuscan Table We’ll visit the Cheese Lady artisan cheese shop to experience the delightfulness of everything cheese! During our class we’ll sample and learn about European cheese in this stunning Victorian Manor, followed by shopping in downtown Rochester. Downtown Rochester is home to over 200 shops and restaurants, 85% of which are owned by independent merchants.

10:30 a.m. – 11:15 a.m. What Are You Doing to Develop the Next Generation of Bank Leaders? Speaker: Flynt Gallagher, Compensation Advisors 11:15 a.m. – Noon Keeping Your Most Valuable Assets Safe CEO Prep for Workplace Events You Hope Never Happen. Speakers: Terry Choate, Joe Hileman, Partners Blue U Defenses Noon – 1:00 p.m. Lunch and Advocacy Update 1:00 p.m. – 1:45 p.m. Should your Next Acquisition be a Credit Union? Speakers: Mike Bell and Jude Sullivan, Howard & Howard

MBA Bank Management and Directors Conference

Thursday, December 1, 2016 (cont.) 1:45 p.m. – 2:45 p.m. The Future of Small Town Banking. And the Importance of Brand Reputation. Speaker: Joe Sullivan, Insight Markets 2:45 p.m. – 3:00 p.m. Refreshment Break with Exhibitors

Browse the exhibits and find your favorite new product or service! 3:00 – 3:45 p.m. Evolving Trends in Capital and M&A Speaker: Peter Weinstock, Hunton & Williams 3:45 – 4:30 p.m. Significant New Accounting Updates: An Executive Perspective Speakers: Rob Bondy & Brian Franey, Plante Moran 6:00 p.m. Reception with Exhibitors Mingle with exhibitors, catch up with long-time friends and new acquaintances. Sponsored by: Shumaker, Loop & Kendrick, LLP 7:00 p.m. Dinner Banquet A lovely evening of dining with new faces and long-time friends from our banking family. Join us to honor those supporting a vibrant Michigan economy and strong banking industry. 8:30 – 10:00 p.m. Afterglow Reception Sponsored by: Rehmann and Warner Norcross & Judd The socializing continues at the ever-popular afterglow reception!

November 30 – December 2, 2016

Friday, December 2, 2016 7:00 a.m.

Traveling Circus Breakfast

8:00 a.m.

Continental Breakfast with Exhibitors

8:15 – 9:00 a.m. Strategic Planning. Keys to a Kick Butt Plan Speaker: John Donnelly, Donnelly Penman & Partners 9:00 – 9:45 a.m. How Do We Deal with Fintech? Speaker: Fiserv 9:45 – 10:30 a.m. 24 Hours Inside the President’s Bunker: 9-11-01 Keynote: Lieutenant Colonel Robert J. Darling, United States Marine Corps (Ret.) Lieutenant Colonel Darling retired from the United States Marine Corps with just over twenty years of active duty service in October 2007. He flew Cobra attack helicopters in Desert Shield and Desert Storm during the first Gulf War and in Somalia, Africa in support of Operation Restore Hope. In June 1998, he was selected to fly as a presidential pilot with Marine Helicopter Squadron One and in October 2000, he was selected to work for The White House Military Office, Airlift Operations Department. It was in that capacity that, then Major Darling supported the President, Vice President and National Security Advisor in the Presidential Emergency Operations Center (PEOC) on September 11, 2001. At the urging of family, friends, and colleagues to share his witness to American history, Bob wrote his memoir, “24 Hours Inside the President’s Bunker, 9/11/01: The White House. 10:30 a.m.

Prize Drawings and Adjourn

A special thank you to our Sponsors (as of 9/23/16): Andrews Hooper Pavlik PLC

Plante Moran

Austin Associates

Rehmann

Clark Hill

Shumaker, Loop & Kendrick, LLP

Doeren Mayhew

United Bankers Bank

Donnelly Penman & Partners

Warner Norcross & Judd

MBA Bank Management and Directors Conference

ACCOMMODATIONS Rochester is again host to our 2016 Bank Management and Directors Conference. Rochester offers natural splendor, cultural sophistication and small-town warmth. The Royal Park Hotel delivers a one-of-a-kind, luxury boutique hotel experience complete with warm authentic hospitality. Offering old-world attention to detail and classic design, the Royal Park Hotel is a modern tribute to the elegant English Manor House. The Royal Park Hotel 600 East University Rochester, Michigan 48307 248-652-2600

Reservations: Please call 248-652-2600 Room Rate: $179.00

Attire: Dress is business casual during the day and business attire is recommended for evening events. Special Registration Fee: We encourage you to bring members of your senior management team and board of directors at the special additional person, discounted rate. Whether they attend one day or the entire program, it’s a valuable way to gain new insights.

November 30 – December 2, 2016

ATTENDEE INFORMATION | November 30 – December 2, 2016 Name______________________________________________________________________________________ Name as should appear on badge_______________________________________________________________ Guest_______________________________________________________________________________________ Title________________________________________________________________________________________ Bank/Firm___________________________________________________________________________________ Address_____________________________________________________________________________________ City, State, Zip________________________________________________________________________________ E-mail______________________________________________________________________________________ Phone______________________________________________________________________________________

Register by Nov. 16, 2016

After Nov. 16, 2016

$440

$490

$240

$290

Spouse/Guest:

$95

$125

Prospective Members:

N/A

$800

Additional Members From Your Bank (Including Directors):

*A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker or an associate within the financial services industry may not be considered a guest. Only registered guests are allowed access to all conference activities. Guest/Spouse program: Attending: __________________ Total Amount:______________________________

IT’S EASY TO REGISTER: Mail: Michigan Bankers Association 507 S. Grand Ave Lansing, MI 48933

Fax: (517) 487-1235 Phone: (517) 485-3600 E-mail: [email protected]

Please invoice (members only) Check payable to Michigan Bankers Association. VISA

MasterCard

Check No.

___________

AMEX



Exp. Date

Name on Card Signature Cancellations: Registration fees will be refunded, less a $25 processing fee, if received by Friday, November 25. Substitutions are always welcome. Please e-mail [email protected] with your request. Please include any food allergies or special dietary needs. Save the date: MBA Annual Convention June 21-23, 2017, Mackinac Island MBA Bank Management and Directors Conference November 29 – December 1, 2017, Grand Rapids