march 31-april 2, 2015 join us at

JOIN US At
BEST
BANKERS EDUCATION SUMMIT AND TRADE SHOW
MARCH 31-APRIL 2, 2015
GRAND TRAVERSE RESORt & SPA,
TRAVERSE CItY, MI
BEST
BANKERS EDUCATION SUMMIT AND TRADE SHOW
Get ready to find your
next BEST idea! Join us
at the Michigan Bankers
Association (MBA) Bankers
Education Summit and
Trade Show (BEST) ,
March 31–April 2, 2015
for Education. Networking.
Idea Sharing. Innovation.
MARCH 31-APRIL 2, 2015
GRAND TRAVERSE RESORt & SPA,
TRAVERSE CItY, MI
Make a new connection, find a
cool product or service, gather
valuable take-aways. With close
to 50 educational sessions to
choose from, BEST offers an
incredible learning opportunity.
Innovation starts from one
great idea—or many. Let this
conference be the place you
find your next BEST idea.
BEST continues to be
paper light. Please
visit http://bit.ly/
MBABEST2015 for full
session descriptions,
handouts and more.
I think the BEST Conference is a great success with continued growth in attendance. It addresses
issues that are very relevant for the ever-changing and dynamic world of banking. The conference is
very productive in terms of networking, discussion of best practices as well as latest approaches to
today’s problems. We are able to go back to the office and put new information into practice for the
benefit of our customers and staff.
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-Julie F. Bolt, Isabella Bank - Retail Lending Committee Chair
SOCIAL MEDIA BOOt CAmP – NEw!
Tuesday 1:00 - 4:00 p.m.
We’ll take a hands-on readiness assessment of social media efforts and policies.
• Tips, tricks and tool discussion. Content creation planning
• Measurement of engagement and ROI of social media
• Engaging employees and senior management to share and support social media efforts
• Doing contests on social media
The workshop is very hands-on, so bring laptops and credentials to access your social media sites.
Speakers: Eric Cook, WSI Internet Consulting; Rhonda Foxworth, Plaid Fox Marketing
$75.00 pre-registration fee
KEYNOtE
Wednesday 8:00 - 9:30 a.m.
Capturing the Mind of Your Customers
Tony Rubleski is president of Mind Capture Group. His
message is designed to help people ‘capture’ more minds
and profits. He is author of the Mind Capture series
titled Mind Capture: How You Can Stand Out In The Age of
Advertising Deficit Disorder and Mind Capture: How to
Awaken Your Entrepreneurial Genius in a Time of Great
Economic Change! that went #1 in three different business
categories with Amazon.com and received stunning reviews from a wide range of leaders in marketing,
sales, psychology to academia and multiple New York Times bestselling authors.
Speaker: Tony Rubleski, Mind Capture Group
Ag LENDINg WORkSHOP – NEw!
Thursday 8:00 – 9:00 a.m.
The Top 10 Estate Planning Mistakes Farmers Make
Decades of deferred taxation make exiting agriculture the biggest tax event of a lifetime for most farmers
and can seriously affect an operation’s real net worth. It’s not unusual for senior partners in a Midwest
grain farm to accumulate state and federal tax bills in excess of $700,000 — if they retire without a five
to 10-year plan to address tax liabilities. We will address income tax strategies for those with and without
successors, as well as charitable approaches that can result in lower tax exits.
Speaker: Paul Neiffer, CPA, CliftonLarsonAllen LLC
Thursday 9:30 – 11:30 a.m.
This is Not Your Parent’s Dairy Industry
We’ll discuss how bankers can identify leadership abilities and/or shortfalls in our farm customers and
get in-depth into recommendations for strategy in turbulent times.
Speaker: Robert A. Milligan, Ph. D, Dairy Strategies, LLC./Cornell University
CONtINUINg EDUCAtION
Credits are available for most sessions. Please check our website and on-site agenda.
Visit http://bit.ly/BEST2015 for more information
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TAKE A LOOK
Tuesday, March 31, 2015
NoonRegistration Opens
1:00 – 4:00 p.m. Social Media Boot Camp- New!
1:00 p.m.
Wine Tasting and Tour
1:00 – 6:00 p.m.
Exhibitor Set-up
6:00 – 7:00 p.m.
Welcome Reception with Exhibitors
Wednesday, April 1, 2015
6:30 – 7:00 a.m.
Morning Exercise
Sponsored by Priority Health
8:00 – 9:30 a.m. Breakfast and Opening Keynote
9:30 – 10:00 a.m.
Break with Exhibitors
10:00 – 11:00 a.m.
Breakout Sessions
11:05 a.m. – Noon
Breakout Sessions
Noon – 1:30 p.m.
Roundtable Lunch
Exhibits Open
Sponsored by MiBankHealth
1:30 – 2:30 p.m.
Breakout Sessions
2:30 – 3:00 p.m.
Break with Exhibitors
3:00 – 4:00 p.m.
Breakout Sessions
4:30 – 5:30 p.m. Emerging Leaders/Young Bankers Mixer
5:30 – 6:30 p.m.
BEST Spring Break Themed
Reception with Exhibitors
Thursday, April 2, 2015
6:00 – 6:30 a.m.
Morning Exercise
Sponsored by Priority Health
7:30 a.m. Continental Breakfast with Exhibitors
8:00 – 9:00 a.m.
Breakout Sessions
8:00 – 11:30 a.m.
Ag Lending Workshop- New!
9:00 – 9:30 a.m. Break with Exhibitors Including Prize Drawings
Must be present to win.
9:30 – 11:00 a.m. Breakout Sessions
Adjourn
WHY AttEND?
Why Not! BEST is not just another conference. It is your place to
exchange ideas, connect with peers, sharpen your skills and assess
and implement best practices for your bank. Come find your next
BEST idea!
FUTURE BEST CONFERENCES
April 6–8, 2016
April 5–7, 2017
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Visit http://bit.ly/BEST2015 for more information
THANk YOU
EARLY BIRD
SPONSORS:
EDUCATION SESSIONS
The BEST Conference features eight educational tracks. Track “hop” throughout the
conference to BEST meet your educational needs!
Ag Lending – Thursday only
Commercial Lending
Customer Service / Sales
Emerging Leaders – Wednesday only
Human Resources
Marketing
Operations and Technology
Retail Lending
COmmERCIAL LENDINg TRACk
Sponsored by Promontory Interfinancial Network
and Michigan Certified Development Corporation
Wednesday
10:00 – 11:00 a.m.
Loan Review: Early Detection of Credit
Weaknesses
Speaker: Sean Fitzgerald, Kreis Enderle
CUStOmER SERVICE / SALES TRACk
Wednesday
10:00 – 11:00 a.m.
Winning New Business: Why Good Customer
Service Isn’t Enough
Speaker: Ned Miller, MZ Bierly Consulting, Inc.
11:05 a.m. - Noon
The Questions You Should be Asking
Yourself to Make Your Bank More
Efficient
Speaker: Ben Johnson, Lending Solutions, Inc.
11:05 a.m. - Noon
Surviving the Earnings Recession: Good
Customer Service and Prospecting Tips
Speaker: Ned Miller, MZ Bierly Consulting, Inc.
1:30 – 2:30 p.m.
Put Your Phone Down Now! A Serious yet
Humorous Look at Business Etiquette
Speaker: Allison Beers, Traverse City Young
Professionals
1:30 – 2:30 p.m.
Economic Update
3:00 – 4:00 p.m.
Managing Concentration Risk Through
Effective Loan Participation
Thursday
8:00 – 9:00 a.m.
Community Development Tools and Trends
Speakers: Chris Cook and Brent Morgan, Michigan
Economic Development Corporation; Eric Helzer,
AKTPeerless
3:00 – 4:00 p.m.
Improving Performance in the New
Banking Environment: MISSION IMPOSSIBLE?
Speaker: Ted Triplett, Insight Ecosystems
Thursday
8:00 – 9:00 a.m.
Trends and Opportunities for HSAs
Speaker: Kevin Boyles, Ascensus
9:30 – 11:00 a.m.
Emerging Risk Issues
Speaker: Representative, Michigan Department of
Insurance and Financial Services
9:30 – 11:00 a.m.
Building Your Social “Sales Force”:
Engagement Strategies for a Connected
Workforce
Speaker: Eric Cook, WSI Internet Consulting
FIND A BEST IDEA? SHARE It!
It’s Traverse City, not Vegas!
What we learn here, doesn’t stay here!
/mIbANkERS
@mIbANkERS
#mbaBESt
SCOOP.It (BEST bLOg)
www.scoop.it/t/bankers-education-summit-and-trade-show-best
/mICHIgAN bANkERS ASSOCIAtION
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EDUCATIONAL SESSIONS (Continued)
EmERgINg LEADERS TRACk
Wednesday only
10:00 – 11:00 a.m.
Put Your Phone Down Now! A Serious Yet
Humorous Look at Business Etiquette
Speaker: Allison Beers, Traverse City Young
Professionals
11:05 a.m. - Noon
Digital and Social Media Strategies
to Attract and Retain Customers and
Shareholders
Speakers: Matt Magee and Derek DeVries, Lambert,
Edwards & Associates Public and Investor Relations
1:30 – 2:30 p.m.
Creating and Adapting to Positive Change
Speaker: Kathleen Craig, HT Mobile Apps
3:00 – 4:00 p.m.
Leading Up: Maximize Results at the Next
Level
Speaker: Shelley Riebel,Michigan Business
Consultants Training & Development LLC
Sponsored by MIBankHealth
Wednesday
10:00 a.m. – 2:30 p.m.
Getting Real with Talent Management
Speaker: Cheryl L Thomas, Wipfli LLP
3:00 – 4:00 p.m.
Legal Update
Speaker: Chris Mazzoli, Bodman PLC
Thursday
8:00 – 9:00 a.m.
Social Media: A Major influence in
attracting tomorrow’s talent
Speakers: Brian Rhonemus & Mark Angott, Angott
Search Group
9:30 – 11:00 a.m.
Succession Planning: How to do it Right
Speaker: Mary Deziel, SPHR, USource HR
Management Services
MARkEtINg TRACk
OPERAtIONS AND TECHNOLOgY TRACk
Wednesday
10:00 – 11:00 a.m.
What’s Next for Mobile Banking?
Speaker: Kathleen Craig, HT Mobile Apps
Wednesday
10:00 – 11:00 a.m.
Same Day ACH
Speaker: Adrian Brown, The Payments Authority
11:05 a.m. – Noon
Tips for New Account Acquisition
Speaker: Andrew Bank, Larky, Inc.
1:30 – 2:30 p.m.
Creating Content that Speaks!
Speaker: Taylor Hulyk, re:group
3:00 – 4:00 p.m.
Developing Dashboards
Speaker: Amber Farley, Financial Marketing
Solutions
Thursday
8:00 – 9:00 a.m.
Data Marketing: Improving Performance
in the New Banking Environment. MISSION
IMPOSSIBLE?
Speaker: Ted Triplett, Insight Ecosystems
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HUmAN RESOURCES TRACk
9:30 – 11:00 a.m.
Winning Branding Strategies
Speaker: Steve Harney, Full Circle
11:05 a.m. – Noon
Backups, Disaster Recovery and Business
Continuity
Speaker: Gary Lutz, IT Resource
1:30 – 2:30 p.m.
The State of EMV 2015
Speaker: Greg Kuyava, Harland Clarke
3:00 – 4:00 p.m.
Tokenization: What is it and Who is Using it?
Speaker: Gregory H. Soule, CPA, CISA, CISSP, CFE,
Andrews, Hooper, Pavlik PLC
Thursday
8:00 – 9:00 a.m.
Cyber Security - Protecting Your Bank
Against Data Breaches
Speaker: Raj Patel, Plante Moran
9:30 – 11:00 a.m.
Dirty Details of Third Party Management
Speaker: Chad Knutson, Secure Banking Solutions
Thursday
8:00 – 9:00 a.m.
New CFPB Mortgage-Related Rules
Speaker: Anthony Gibbs, Consumer Financial Protection
Bureau
REtAIL LENDINg TRACk
Wednesday
10:00 – Noon
Combined Disclosure
1:30 – 2:30 p.m.
HMDA Quality Control: Reducing Regulatory
Risks
Speaker: Jeffrey Thompson, CRCM, Great Lakes Banc
Consulting, Inc.
9:30 – 11:00 a.m.
Roundtables. Idea Exchange
3:00 – 4:00 p.m.
Mortgage Programs and New Borrower
Communities
Speaker: Darren Montreuil, Michigan State Housing
Development Authority
NETWORKING AND
SOCIAL EVENTS
Tuesday, March 31, 2015
1:00 – 4:00 p.m.
6:00 – 7:00 p.m.
Wine Tasting and Tour
Welcome Reception with Exhibitors
Wednesday, April 1, 2015
Noon – 1:30 p.m.
Roundtable Lunch
Sponsored by MiBankHealth
4:30 – 5:30 p.m. Emerging Leaders/Young Bankers Mixer
5:30 – 6:30 p.m.
BEST Spring Break Themed Reception
with Exhibitors
No formal dinner plans?
Want to meet some
new people?
Gather a group together
and visit downtown
Traverse City. Area
restaurant ideas and
maps are in your tote
bags.
Explore Michigan’s
Wine Coast
Join the wine tasting
and tour on Tuesday,
March 31 at 1:00 p.m.
We’re visiting three
vineyards. Find your
new favorite wine.
Visit http://bit.ly/BEST2015 for more information
Emerging Leaders/
Young Bankers Mixer
Connect and socialize with
other young professionals!
Join us Wednesday
evening.
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LOCAtION AND ACCOmODAtIONS
Grand Traverse Resort & Spa
Traverse City, Michigan
ROOm RESERVAtIONS
Visit http://bit.ly/BEST2015ROOM
or call (800) 968-7352 and mention
MBA to receive the discounted room
rates.
Make reservations by
March 1, 2015 to receive
discounted room rates.
GEttINg THERE
The Resort offers Airport Shuttle service
to and from (a 10-minute drive) Traverse
City’s Cherry Capital Airport (TVC).
Address for driving directions:
100 Grand Traverse Village Boulevard
Acme, MI 49610-0404
Hotel Guest room $106.00/night
Tower Guest room $139.00/night
Plus resort fee and applicable taxes.
UPCOmINg EVENtS
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SPA GRAND TRAVERSE
Enjoy $10 off any Spa service valued
at $99 or more. Take time out to relax
and de-stress, it actually improves
your overall focus and concentration.
Mention Michigan Bankers Association
to receive offer. No other discounts
apply.
Offer valid March 30-April 2,
2015.
THINgS YOU SHOULD KNOW
SPRINg BREAk
The BEST dates may correspond with your spring break. If so, bring your
family! Grand Traverse Resort & Spa is family-friendly. And it’s complimented
with many Traverse City attractions. Visit www.traversecity.com
MObILE APP
Download the BEST Conference mobile app by
searching for “MBA BEST 2015” in your app store or
visit: http://bit.ly/BEST15App. View the agenda,
find an exhibitor, etc. all on the go!
SPECIAL OffER
Attend the GSB Human Resource Management
School, Technology Management School or
Technology Security School within a year and
receive a $250 rebate! Stop by the GSB booth for
more details.
TRADE SHOw
We’re bringing the vendors to you — a
great chance to explore a new product or
service. Be sure to bring your punch-card
(found in your tote bag at registration)
for a chance to win some incredible
giveaways!
GEt UP AND GEt GOINg!
Join us for light morning exercises to
start your day off right. Sponsored by
Priority Health.
HANDOUtS
BEST 2015 is paper-light. All available
handouts are online only. Download,
print in advance or share! Meeting
rooms have free wi-fi. Visit
http://bit.ly/BESThandouts to view
presentations and handouts.
GIVEAwAYS GALORE
psb
Perry Schools of Banking
MBA PERRY SCHOOLS
Of BANkINg
Our giveaway drawings will be on
Thursday morning on the trade
show floor. Be sure to fill out your
exhibitor punch card to be eligible!
Must be present to win.
Perry alumni- gather your
classmates and plan to attend.
Stop by the Perry booth on the
trade show floor and learn more
about your path to success!
Visit http://bit.ly/BEST2015 for more information
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2015 bANk MARkEtINg AwARDS
The MBA Marketing Committee wants
to see your bank’s award-winning
marketing campaigns and ideas at
the MBA BEST Conference. The MBA
Bank Marketing Awards are designed
to recognize excellent bank marketing
concept/graphics/presentation.
CATEGORIES
During the conference, your marketing
efforts will be on display allowing your
bank’s efforts to stir up interesting
conversations among marketing
directors and other bankers. Everyone is
welcome to participate.
3. DIGITAL AND ELECTRONIC
(Screen shots of website, banner ads,
blogs, social media)
New for 2015: You may enter a total
of two submissions in any of the
categories. Work must have been seen
by the public between February 27,
2014 and February 28, 2015.
1. PRINT
(Direct mail, newspapers, magazines,
books, billboard)
2. PUBLIC RELATIONS
(PR, events and advertising specialty)
4. BROADCASTING: TV/RADIO
One Radio and/or TV entry per bank
should be burned to CD, marked with
your bank name, and sent with a copy of
this completed form to Heather Stanley,
Michigan Bankers Association, 507 S.
Grand Ave., Lansing, MI 48933 no later
than Monday, March 9.
Formats Accepted:
• Radio Audio Only: AIFF, WAV or
MP3, full quality, NO compression,
48khz, stereo or mono, 16 bit, if
possible.
• TV Spots Video: Full quality
QuickTime movies, NO WMV. Put
the files on a disc as DATA files, DO
NOT make them a video disc. NO
compression, 29.97 frame rate,
best quality, millions of colors+,
audio at 48khz, stereo or mono,
16 bit if possible.
PRESENTATION
GUIDELINES
Mount selections of each category on
20 x 30 black foam core. (May hinge
with black tape.) Bring entries with you
to conference registration.
QUEStIONS?
Contact Heather Stanley at
[email protected] or
(517) 485-3600.
2015 bANk MARkEtINg AwARDS ENtRY fORm
Please return this form with each entry.
 Entry One
Bank:
Marketing Director:
Name of Person(S) Submitting Entry:
Address:
Phone:
Email:
Other Credits Within Bank:
Agency:
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 Entry Two
BEST
BANKERS EDUCATION SUMMIT AND TRADE SHOW
REgIStRAtION
March 31-April 2, 2015
Grand Traverse Resort & Spa | Traverse City, MI
PRImARY REgIStRAtION
SECOND REgIStRANt
Name:
Name:
Title:
Title:
Bank/Firm:
Bank/Firm:
Address:
Address:
City/State/Zip:
City/State/Zip:
Email:
Email:
Phone:
Phone:
FOOD ALLERGY/VEGETARIAN MEAL:
✔ Check here to approve release of your contact information to BEST
exhibitors and sponsors (they may contact you with pre-show offers, to
arrange appointments, etc.)
✔ Check here to approve release of your contact information to BEST
□
exhibitors and sponsors (they may contact you with pre-show offers, to
□
Area of Interest (select one):
MULTIPLE DISCOUNT
If received by March 18,
2015. Register together!
Save money! Multiple
discount is not available
for late or non-member
registrations.
arrange appointments, etc.)
Area of Interest (select one):
You are not limited to attending only this track.
□ Ag Lending
□ Commercial Lending
□ Customer Service/Sales
□ Emerging Leaders
FOOD ALLERGY/VEGETARIAN MEAL:
□ Human Resources
□ Marketing
□ Operations and Technology
□ Retail Lending
You are not limited to attending only this track.
□ Ag Lending
□ Commercial Lending
□ Customer Service/Sales
□ Emerging Leaders
It’S EASY tO REgIStER!
CANCELLATIONS/
SUBSTITUTIONS
Registration fee will be refunded
if received in writing by March 24,
2015, less a $25.00 processing fee.
Substitutions are always welcome.
Please send a request email to:
[email protected]
REGISTRATION FEES
BY MARCH 18, 2015
□ Human Resources
□ Marketing
□ Operations and Technology
□ Retail Lending
Mail:
Michigan Bankers Association
507 S. Grand Ave.
Lansing, MI 48933
Phone:
(517) 485-3600
Fax: (517) 487-1235
Email: [email protected]
Online:
http://messageblocks/BEST2015
AFTER MARCH 18, 2015
# ATTENDING
MBA Member Single Registration
$299
$329
Prospective Member Single Registration
$590
$590
$279
N/A
MBA Member Multiple Discount (2 or more attendees)*
Social Media Bootcamp
$75
$75
Wine Tour
$60
$60
Total Registration Fee
*Multiple discount is not available for registrations after March 18 or for non-member
registrations. Forms must be submitted together for discount to be applied.
SU B -T OTAL
$
METHOD OF PAYMENT (CHECk ONE)
□ Check payable to the Michigan Bankers Association □ Please Invoice (Members only)
charge my:
□ MasterCard □ Visa
□ AMEX
cardholder name:
Credit Card Number:
Signature: Exp. Date:
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