june 10-12, 2012 • ramkota hotel • bismarck nd

JUNE 10-12, 2012 • RAMKOTA HOTEL • BISMARCK ND
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A Special Thank You
To Our Sponsors
DIAMOND Sponsors
Vaune Cripe
NDBA Chairman
Bruce Byrum
SDBA Chairman
Get ready to experience the
ENERGY.
You devote a lot of energy to your customers,
to your career and to your community. Are you
ready to get recharged and rejuvenated? Make
plans to join us June 10-12 at the NDBA/SDBA
Annual Convention in Bismarck.
This year’s ENERGY theme will capture the
attention of bankers and business partners.
Energy is all encompassing, from the energy
within us…to the energy in economic growth…
to unprecedented changes in oil and energy
development. These are new times; we need
to refuel and take a look at ENERGY from many
directions. We hope you are intrigued!
The annual convention will offer nationallyacclaimed speakers, great networking
opportunities and timely information on issues
that are critical to the banking industry. Plus,
the convention is always a great place to catch
up with colleagues, build valuable relationships
and surround yourself with positive energy.
We look forward to hosting a dynamic and
memorable convention.
Vaune Cripe
NDBA Chairman
Bruce Byrum
SDBA Chairman
The Baker Group
Bank of North Dakota
Eide Bailly LLP
First PREMIER Bank
U.S. Bank and Elan Financial
PLATINUM Sponsors
DELL SecureWorks
Deluxe Financial Services
Dougherty & Company LLC
Federal Home Loan Bank of
Des Moines
Midcontinent Business
Solutions
Mountain Plains Equity
Group
NDBA Services
SDN Communications
Secure Banking Solutions
Wells Fargo Bank
GOLD Sponsors
American Bank Center
Deibold
First Data
ND Guaranty & Title
Company
State Bank & Trust
United Bankers’ Bank
SILVER Sponsors
3D Security
The Advantage Network
Blue Cross Blue Shield of ND
Brady Martz & Associates
Byte Speed
Dakota Carrier DCN
Dakota Security Systems
Fiserv
HTG Architects
Investment Centers of America
Kinetic Leasing
Mark Boomgaarden CPA
Network Center, Inc.
ND Dept of Commerce/
ND Development Fund
ND Housing Finance Agency
Northern State University
Oak Ridge Financial
South Dakota Bankers
Insurance & Services
Serkland Law Firm
SilverStone Group
Souris Basin Certified
Development Corp.
South Dakota Housing
Development Authority
Travelers Companies
Upper Midwest Automated
Clearing House Association
Widmer Roel PC
GOLF HOLE Sponsors
Bank of North Dakota
Brady Martz & Associates
Eide Bailly LLP
Investment Centers of
America
MidContinent Business
Solutions
ND Dept of Commerce/
ND Development Fund
NFP Executive Benefits
Widmer Roel PC
NDBA/SDBA ANNUAL CONVENTION 2012
SUNDAY, JUNE 10
12:00–4:00 p.m.
9:15–10:15 a.m.
Dr. Lowell Catlett, New Mexico State University,
Exhibitor Registration and
Exhibit Hall Setup
3:00–8:00 p.m.
Convention Registration Open
5:30–8:30 p.m.
Grand Opening Party in Convention
Exhibit Hall: “Experience the Energy”
Las Cruces NM
Economic downturns are common (14 recessions
during the last 80 years) and provide a means for
society to re-balance what they deem important.
Every recession leads to a spurt in new business
starts, reformulation of business practices and new
technological adaptations. This current pause is no
exception as we focus on what we value most. Get
ready for phenomenal growth in healthcare, energy
and lifestyle markets. For those willing to embrace
the opportunities, the next decade will be successful
beyond any in history.
Let’s gather to explore how energy – in its many
forms – is impacting the banking industry and
the Dakotas. “Experience the Energy” by joining
colleagues in the Exhibit Hall for a dynamic bash
with respected business partners, surprising
entertainment and a scrumptious meal. This event
will mark the beginning of your opportunity to
revitalize, recharge and rejuvenate.
MONDAY, JUNE 11
7:00–7:45 a.m.
Fellowship Breakfast
7:45-8:45 a.m.
“Nice Bike: Making Meaningful
Connections on the Road of Life”
Dr. Lowell Catlett, a Regent’s professor and dean
at New Mexico State University, is an exciting
futurist whose knowledge of technologies and their
implications on the way we will live and work is
addressed in upbeat presentations.
9:15–10:15 a.m.
10:15–10:45 a.m.
Break in Convention Exhibit Hall
“What Bankers Should Know About
Politics (And Some Current Events)”
Floyd Stoner, American Bankers Association
Associates, Minnetonka MN
8:45–9:15 a.m.
Spouse/Guest Program:
“Tea Time”
See details on page 7
Mark Scharenbroich, Scharenbroich &
Mark Scharenbroich is part motivational speaker,
part thought-provoker and pure entertainer. Quite
by accident, Mark stumbled onto the HarleyDavidson company’s 100th-year anniversary
celebration in Milwaukee, WI, and kept noticing
the two words that connected
rider to rider…“nice bike.” More
than passing compliment, Nice
Bike is a powerful philosophy
that builds stronger teams
and encourages individuals to
become more engaged and
passionate about serving others.
“Get Real! Understanding Today’s
Economy and Tomorrow’s New Future”
(retired), Washington DC
Floyd Stoner was the executive director for
congressional relations and public policy for the
American Bankers Association (ABA). Stoner retired
from ABA on December 31. His presentation will
address current banking legislation and elections,
followed by some political lessons learned while
representing bankers during his 27 years at ABA.
12:00-5:00 p.m.
Golf Events at Hawktree Golf Club
and Prairie West Golf Course
See details on page 6
11:30 a.m.–4:00 p.m.
Lunch and Afternoon Tour:
“Full of Energy”
See details on page 6
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NDBA/SDBA ANNUAL CONVENTION 2012
6:00–8:30 p.m.
Networking Event at Captain Freddy’s
on the Missouri River
Connect with fellow convention attendees for an
evening of relaxation and socializing while enjoying
spectacular views of the Missouri River. We’ll gather
at Captain Freddy’s on the Mandan side of the river
for dinner, entertainment and activities. Experience
this local hotspot that offers pool and darts,
horseshoe pits, sand volleyball courts, 10 big screen
TVs and the largest outdoor deck in town.
8:30–11:00 a.m.
See details on page 7
9:10–9:40 a.m.
Break
9:45–10:55 a.m.
“Game Changers: New Technologies
that are Raising the Bar for Banks”
Jack Vonder Heide, Technology Briefing Centers,
“Top Shelf Terrace”
Chicago IL
The annual BankPac fundraiser gets better every
year! This is an opportunity to purchase distinctive
and exciting items while benefitting the banking
industry.
9:00-10:30 p.m.
Bank customers want innovative solutions for
today’s complex financial needs. This content-rich
session discusses the banking technology outlook
for 2012-2013, new technologies customers will
demand and some of the creative ways banks can
deliver increased function while working within
budgetary constraints.
Dessert Reception in Convention
Exhibit Hall
Jack Vonder Heide is one of the nation’s leading
authorities on technology and its impact on
American business. He is regularly quoted in the
Wall Street Journal and appears on television and
radio programs throughout the country.
End your day the chocolate way. Stop back at the
power-packed exhibit hall for delectable desserts
and a final chance to visit our valued business
partners. You may be a winner! Golf prizes and
exhibit booth prizes will be announced.
11:00–11:55 a.m.
Tuesday, June 12
6:15-7:00 a.m.
Fun Run/Walk
7:15–8:00 a.m.
Continental Breakfast
8:00–9:10 a.m.
“The New Census is Out: What it
Means for Our Business, Today &
Tomorrow”
Kelly McDonald, McDonald Marketing, Dallas TX
The 2010 Census numbers are in and the findings
are startling and profound. One in three Americans
is not White. Young people increasingly are opting
not to get married. And rural communities are losing
population fast. These changing demographics
will affect your lending and community support
business. Discover the four biggest findings, key
market segmentations, generational segments and
how their wants and needs impact the service you
provide.
Kelly McDonald, president of McDonald Marketing,
is an expert on diversity marketing and business
trends and was named #1 on the list of “26 Hot
Speakers” by Successful Meetings magazine.
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Spouse/Guest Breakfast and Program:
“The Essential Energy of T’ai Chi Chih”
Breakout Session I
“How to Market to People Not Like
You: the New Market Segmentation”
Kelly McDonald, McDonald Marketing
Diversity marketing is the new norm. Diversity
comes in many forms: gender, race, age, life stage,
language preference and hobbies are all ways
in which people’s differences are recognized. By
recognizing differences and tailoring your product,
message or marketing efforts to reflect consumers’
uniqueness, you are validating the importance of a
consumer group. It may be counterintuitive to focus
on differences rather than similarities, but this can
really stretch your marketing muscles and bring
incremental results.
“Managing the Investment Portfolio
in a Low Rate Environment”
Lester Murray, The Baker Group, Oklahoma City OK
Mr. Murray will review current economic conditions
and cover the characteristics of high-performing
portfolios. Then he’ll offer strategies for preparing
for the next rate cycle along with techniques for
managing cash flows and reducing extension risk
in the portfolio. Municipal bond credit analysis will
also be included.
Lester F. Murray joined The Baker Group in 1986
and is currently a senior vice president within the
firm’s Financial Strategies Group.
NDBA/SDBA ANNUAL CONVENTION 2012
“Winning with Analytics: What Banks
Can Learn from Moneyball”
work and collaboration. But never have the differences
been so profound. This presentation focuses on
key generational differences and how you can work
effectively with someone much older or younger than
you – and enjoy it!
Ted Triplett, Insight Ecosystems, Lincoln NE
For a baseball franchise, analytics play a vital role in
developing strategy, tactics and techniques. Banks
can apply this same approach to gain a competitive
advantage, improve performance and drive growth
and profitability. This entertaining and lively session
will share the story from the movie Moneyball through
the eyes of a bank. You need not know anything
about baseball to discover how to hit home runs by
turning data into insight and insight into action.
“The Focus on Interest Rate Risk”
Lester Murray, The Baker Group,
Oklahoma City OK
The regulatory emphasis on asset/liability
management will be discussed along with ways to
help you prepare for your next exam. Also included
will be methods for modeling additional stress
scenarios and reviewing the many assumptions
included in the process.
Ted Triplett, chief marketing officer at Insight
Ecosystems, is a recognized financial services
industry leader who helps banks create effective
marketing strategies to acquire, on-board, cross-sell
and retain customers.
“Winning with Analytics: What Banks
Can Learn from Moneyball” (repeat)
“Next-Generation Fraud Schemes:
New Risks for Banks and their
Customers”
Ted Triplett, Insight Ecosystems
Jack Vonder Heide, Technology Briefing Centers
Jack Vonder Heide, Technology Briefing Centers
2011 brought high unemployment, a slow
recovery and an increase in fraud. 2012 will bring
unprecedented challenges as sophisticated new
schemes target banks and their customers. This
informative session discusses the very latest fraud
techniques and the steps banks must take to
minimize exposure. Topics include online statement
alteration, social network penetration, new ATM
skimming techniques, social engineering, systematic
ACH fraud, smartphone breaches, money mules and
much more.
12:00–2:00 p.m.
NDBA Business Luncheon and
SDBA Business Luncheon
2:00–2:55 p.m.
Breakout Session II
“Come Together: How to Effectively
Work with Someone Much Older or
Younger than You”
“Next-Generation Fraud Schemes” (repeat)
6:00–7:00 p.m.
Chairman’s Reception
7:00–8:30 p.m.
Closing Dinner
8:30–10:30 p.m.
Entertainment by NRG Show Band
Kelly McDonald, McDonald Marketing
Matures. Boomers. Gen X. Gen Y. Why don’t Boomers
realize there’s more to life than work? And why don’t
Millennials realize that their 5:00 pm yoga class
does not take precedence over a customer deadline?
Any time two or more generations work side by side,
there are potential differences in the approach to
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Photo courtesy
ck-Mandan
of the Bismar
Convention &
Monday Afternoon Activities
Golf Events
Lunch and Afternoon Tour
Join fellow convention attendees for an invigorating afternoon of
golf. Throughout the golf tournament, there will be hole contests,
fun games and refreshments sponsored by convention business
partners. Golf course assignments are first-come, first-served.
Please see separate golf form to register. Prices include green fees,
carts and prizes.
Not a golfer? Hop on the bus for an afternoon
of fun-filled networking. We’ll start with lunch
at Kobe’s Japanese Steakhouse & Sushi Bar,
Bismarck’s newest high-energy dining experience,
where every meal is a culinary and performance
delight. Next, we’re off to visit a local entrepreneur
whose creative ideas and non-stop energy will
astound you. Before heading back to the hotel,
we’ll rejuvenate with a quick stop at CherryBerry,
where guests create their own frozen yogurt treat
from premium quality ingredients.
Hawktree Golf Club
3500 Burnt Creek Loop, Bismarck
Phone: 701.355.0995
Tournament fee: $95/player
Unique. Dramatic. Distinctive. Words don’t come easy when trying
to describe this jewel of a golf course, but if you think you have
‘been there’ and ‘played that’, you have something special in store
for you. From your elevated perch on the very first tee, you know this
game of golf will be something special.
Prairie West Golf Course
2709 Long Spur Trail, Mandan
Phone: 701.667.3222
Tournament fee: $60/player
Prairie West Golf Course offers private course amenities at public
course prices. This 18-hole par 72 golf course features over 40
strategically placed sand bunkers and 3 beautiful lakes complete
with erupting water fountains.
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Visitors Bureau
Chairman’s Reception and Dinner
“White-Out” Reception
Be prepared to be amazed! We will exceed your expectations with this high-voltage
“White-Out” evening opener fueled by powerful sounds, energizing beverages, black
lights and neon party favors. The more white you wear, the more visible you will be.
Revitalize, recharge and get ready to re-enter reality.
Entertainment
NRG Dance Band, comprised of nine world-class performers, is a uniquely distinct
entertainment company with unmatched talent and showmanship. They have been
performing together worldwide for over a decade and have opened for celebrities such
as President George Bush and Jay Leno. The group is fronted by three female vocalists/
dancers who offer a fantastic visual show. NRG stands for “Energy!” and lots of it.
Special Spouse/Guest Programs
Monday, June 11
“Tea Time” 9:15–10:15 a.m.
Popular health studies show that tea
is rich in antioxidants, can help shield
bodies from infection and may even
promote weight loss. Embark on a
journey of discovery about the many
benefits of drinking tea while enjoying
samples from Bismarck’s “Steep Me
a Cup of Tea.” During this special
program led by certified tea sommelier
Debra Sauer, convention spouses and
guests will gain an appreciation of the
cultural and historical significance of
tea while learning about the history of
tea, its health benefits, the ceremony of
afternoon tea and tea etiquette.
Tuesday, June 12
“The Essential Energy of T’ai Chi Chih”
8:30–11:00 a.m.
Looking for better health? Happiness? Peace of
mind? T’ai Chi Chih brings about profound healing
by circulating and balancing Chi, the essential
energy within us. Participants will enjoy a light,
healthy breakfast and will then have a chance to
experience T’ai Chi Chih, a set of 19 movements
and one pose in a soft, flowing, moving meditation.
Dress comfortably…T’ai Chi is easy to learn and
does not require a particular level of fitness or coordination.
Convention Facility
This year’s convention headquarters will be the Best Western PLUS
Ramkota Hotel in Bismarck. Conveniently located and pet friendly,
the hotel offers the elegant Seasons Café, lively Nickels lounge,
state-of-the-art exercise equipment, a heated indoor pool featuring
a 150-foot water slide, whirlpool, spa, sauna and game room.
Ramkota Hotel
800 South 3rd Street
Bismarck, ND 58504
P: 701.258.7700
Room rate: $80
Deadline to reserve rooms: May 11
Request: “ND Bankers”
Additional rooms are also available at the
Radisson Hotel by calling 701.255.6000.
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North Dakota Bankers
Association
PO Box 1438
Bismarck, ND 58502-1438
phone. 701.223.5303
fax. 701.258.0218
email. [email protected]
www.ndba.com
South Dakota
BANKERS
ASSOCIATION
South Dakota Bankers
Association
PO Box 1081
Pierre, SD 57501-1081
phone. 605.224.1653
fax. 605.224.7835
www.sdba.com