37th Annual Bank Operations For More Information … - Final... · The IRS requires a notice on all...
Transcript of 37th Annual Bank Operations For More Information … - Final... · The IRS requires a notice on all...
Hou
sing
& P
arki
ng: B
anki
ng p
artic
ipan
ts a
re re
spon
sible
fo
r arr
angi
ng a
nd p
ayin
g fo
r the
ir ow
n ho
usin
g. A
low
gro
up
rate
has
bee
n ne
gotia
ted
at th
e M
agno
lia H
otel
Dal
las P
ark
Citie
s at 6
070
Nor
th C
entr
al E
xpre
ssw
ay, D
alla
s, Te
xas 7
5206
(a
cros
s fro
m S
MU
).
Hot
el R
eser
vati
on Ii
ne: 8
88-9
15-1
110.
The
room
blo
ck is
un
der “
Bank
Ope
ratio
ns In
stitu
te.” B
OI p
artic
ipan
ts c
an a
lso
mak
e ho
tel r
eser
vatio
ns o
nlin
e. R
eser
vatio
ns m
ust b
e m
ade
by th
e cu
t-off
dat
e of
Sep
tem
ber 1
5, 2
017.
Afte
r thi
s dat
e,
room
s are
subj
ect t
o av
aila
bilit
y at
pre
vaili
ng ra
tes.
Canc
ella
tion
Pol
icy:
Any
can
cella
tions
mad
e 5
busin
ess
days
prio
r to
the
prog
ram
are
subj
ect t
o a
$375
pro
cess
ing
fee.
You
may
subs
titut
e an
othe
r per
son
in y
our p
lace
at a
ny
time
prio
r to
the
prog
ram
dat
e. P
leas
e in
form
the
Regi
stra
r of
the
subs
titut
ion.
Cou
rse
mat
eria
ls w
ill b
e m
aile
d to
regi
s-tr
ants
who
are
una
ble
to a
tten
d th
e pr
ogra
m.
The
IRS
requ
ires a
not
ice
on a
ll re
gist
ratio
ns fo
rms,
whi
ch
info
rms t
he a
tten
dee
of th
e am
ount
of t
he re
gist
ratio
n fe
e re
pres
entin
g fo
od a
nd b
ever
age
that
is d
educ
tible
as
an o
rdin
ary
busin
ess e
xpen
se. W
e es
timat
e th
e fo
od c
ost
port
ion
of y
our b
asic
regi
stra
tion
fee
is $9
00. U
nder
cur
rent
ta
x la
w 5
0% o
f thi
s am
ount
is d
educ
tible
as a
n or
dina
ry
busin
ess e
xpen
se. P
leas
e co
ntac
t you
r acc
ount
ant o
r tax
ad
viso
r for
furt
her d
etai
ls.
For M
ore
Info
rmat
ion
Cont
act:
Julie
Cou
rtne
y, CA
E, C
MP
Pres
iden
tIB
AT E
duca
tion
Foun
datio
n17
00 R
io G
rand
e St
., Ste
. 100
Aust
in, T
X 78
701
Jcou
rtne
y@ib
at.o
rg
Indi
vidu
als i
n ne
ed o
f spe
cial
ass
istan
ce w
ith re
gard
to th
is pr
ogra
m a
re re
ques
ted
to c
onta
ct th
e re
gist
rar a
t le
ast 5
day
s bef
ore
the
mee
ting
so th
at a
ppro
pria
te a
rran
gem
ents
can
be
mad
e.
M
aIl
It In
: Fa
x It
In:
Reg
Iste
R o
nlI
ne:
Regi
stra
tion
Fees
: |
Lev
el O
ne $
1,97
5
| L
evel
Tw
o $1
,975
Nam
e Ti
tle
Bank
/Firm
Em
ail
Addr
ess
Tel. N
o.
City
/Sta
te/Z
ip
Care
er In
form
atio
n To
tal Y
ears
in B
anki
ng o
r Rel
ated
Fie
lds:
Bank
Exp
erie
nce:
Curre
nt Jo
b Re
spon
sibili
ties
Educ
atio
n Ba
ckgr
ound
Reco
mm
endi
ng O
ffice
r’s In
form
atio
n
Reco
mm
endi
ng O
ffice
r’s C
onta
ct In
form
atio
n
Regi
stra
tion
Form
37th
ann
ual B
ank
ope
rati
ons
Inst
itut
eo
ctob
er 8
-13,
201
7
IBAT
Edu
catio
n Fo
unda
tion
512-
322-
9004
sw
gsb.
org/
oper
atio
ns17
00 R
io G
rand
e St
., St
e 10
0A
ustin
, TX
7870
1
“I’ve
hea
rd t
he s
ayin
g, ‘y
ou’ll
alw
ays
regr
et t
he t
hing
s yo
u di
dn’t
try
mor
e th
an t
he t
hing
s yo
u do
try
.’ Ab
solu
tely
no
regr
ets
here
and
I w
ould
enc
oura
ge a
nyon
e w
ho w
ants
to
chal
leng
e th
emse
lves
, gro
w th
eir n
etw
ork,
iden
tify
and
use
new
tool
s for
care
er g
row
th...
to g
et in
volv
ed w
ith B
OI.”
Bria
n Ko
lend
aW
oodf
ores
t Nat
iona
l Ban
kCl
ass
Pres
iden
t
37th Annual Bank Operations Instituteoctober 8-13, 2017
The BOI program – taught by the industry’s top experts and consultants – is both comprehensive and goal-oriented, for the most efficiency and effectiveness, bar none. All classes are held at the Collins Executive Education Center, a state-of-the-industry conference facility designed by SMU Cox for the Fortune 500. “World Changers Shaped Here” is SMU’s universal motto, and you are part of this stimulating, transformational experience – all surrounded by one of the most beautiful campuses in America and home to the internationally acclaimed George W. Bush Presidential Center.
This unique approach to professional development is comprised of two annual six-day sessions: Level One and Level Two. Intensive and thoroughly engaging, each session is designed for the highest faculty-student interaction and team bonding. Tailored to bank operations, administration and compliance functions, the program takes you to the next level in your professional development and challenges you to see the big picture and the critical role you play in your bank’s ultimate success. You’ll come away inspired and fully prepared to enter the upper echelons of bank management – and rise to the challenges of an industry constantly changing in its complexity, standards and expectations.
Allied with the prestigious SW Graduate School of Banking (SWGSB) at Southern Methodist University (SMU) and the Independent Bankers Association of Texas (IBAT), the Bank Operations Institute (BOI) in Dallas empowers you to achieve
your highest potential as a key player at your financial institution. Custom learning in an executive center environment at the internationally renowned Cox School of Business ensures a leadership experience of the first rank.
SMU
, SW
GSB
and
IBAT
do
not d
iscrim
inat
e on
the
basis
of r
ace,
co
lor,
natio
nal o
r eth
nic
orig
in, s
ex, a
ge, o
r disa
bilit
y.
BOI’s First-Class Learning Mission and Mastery
Advisory Board
SponsorsPlatInUM
golD
sIlVeR
Presented by
Accommodations Magnolia Hotel Dallas Park Cities6070 North Central ExpresswayDallas, Texas 75206214-750-6060
Level OneThe Business of Banking
Evaluating Bank Performance
Risk Management
Controlling Fraud
Strategic Cost Control
Effective Internal Control and Audit Procedures
Current Compliance Topics
Human Resources Management
Project Management Processes
Marketing and Cross Selling Measurement Tools
Payment Trends and Digital Banking
Effective Time Management
Level Two Managing for High Performance Banking
Managing the Bank Investment Portfolio
Strategic Planning
Branch Transformation
Delivery Systems and Channels
Strategic Risk Management
Effective Fraud Control
Human Resources Strategies
Maximizing Bank Performance
Budgeting and Planning
Bankruptcy and Other Legal Topics
AdvisorsRandall JamesRandall S. James & Associates, Inc. s. scott MacDonald, Ph.D.SWGSB Foundation Brad olsonOlson Research Associates. Inc. Jay PhillipsCerfis Group, Inc.
Regulators Michael BrickmanOffice of the Comptroller of the Currency Charles CooperTexas Department of Banking Kristie elmquistFDIC Robert l. triplett, IIIFederal Reserve Bank of Dallas
BankersKevin MonkAlliance Bank Robert HulseyAmerican National Bank of Texas Patrick grayTIB-The Independent Bankers Bank louis ehlingerTexas Heritage Bank Perry RitchieCompass Bank
The Bank Operations Institute’s dynamic, interactive program is one of the finest in the nation. At BOI you are an active participant in the educational experience from day one. Here, there is an ongoing dialogue with instructors as you work through complex issues and approaches. In a series of team projects you also create a unique bond with your colleagues and peers, often learning key concepts that can only be acquired “hands on” from each other. It is a rich and thorough learning environment built for your success!
The BOI curriculum has been developed to maximize your return on your educational investment. This fast-paced, exciting program is a well-crafted blend of informative lectures, case studies, team building exercises and bank simulation. BOI’s advisory board, comprised of the top bankers, regulators and consultants in the country, are constantly guiding the program to ensure that it meets the challenges of today’s banking and regulatory environment – and exceeds your expectations.
BOI has a laser focus on improving your bank’s operation efficiency and compliance strategies. Today, more than ever before, your bank’s success depends on its ability to strategically control costs and deliver the highest quality products and services, all while remaining compliant with myriad regulatory requirements. This is a challenging task that BOI embraces with unrivaled vigor and imagination, perfectly reflected in the topics you will cover in two successive years:
Program Dates and Fees october 8-13, 2017
The $1,975 enrollment fee represents the best value in banking education today and compares favorably with other banking programs. It includes tuition and most meals for six days, course notebook and all handout materials. Meals include opening banquet on Sunday, lunches daily in the Umphrey Lee Cafeteria on SMU Campus, closing graduation, and informal dinners on two evenings, plus breaks throughout the week.
Who Should Attend?BOI was built with you in mind. The program is well suited for those looking to enhance and continue to develop and perfect their managerial competencies around the operations of community banking. This includes operations and lending officers, cashiers and head tellers transitioning into management, branch managers, future chief financial officers, supervisory/management personnel as well as any future C-Suite talent wanting a better grasp of the overall operations of the bank.