Massachusetts Bankers Association Annual Convention

2015
Massachusetts Bankers Association
Annual Convention
April 30 through May 3
Fairmont, Southampton, Bermuda
The Annual Convention of the Massachusetts Bankers Association will be held in cooperation with the Rhode Island Bankers Association from Thursday, April 29 through Sunday, May 3, at the Fairmont, Southampton, Bermuda.
The Program
The convention serves as a major activity of the Association for banker/director education, as well as grassroots networking among our
member institutions and Associate members. Our preliminary program includes nationally recognized authorities addressing vital issues
affecting the financial services industry in Massachusetts, New England and the national level. This year we have developed the most
timely program, with topics relevant to your bank as well as the local/global economy.
Highlights Include
Brian Krebs (Invited)
From the “control room” in his Virginia home, Brian Krebs is exposing some of the world’s largest data breaches and the hackers behind
them. The former Washington Post journalist now reports independently for his cybersecurity blog, Krebs On Security, and is considered to be a leading authority on data breaches and cybercrime. Through Krebs On Security, Krebs was the first to break the news
of major data breaches at a string of retailers over the past year, including Target Corp., Neiman Marcus, Michaels, Sally Beauty, P.F.
Chang’s, Dairy Queen, Jimmy John’s, Goodwill and — most recently — the card breaches at Home Depot and Kmart. Prior to founding
KrebsOnSecurity, Mr. Krebs worked as a reporter for The Washington Post from 1995 to 2009, authoring more than 1,300 blog posts
for the Security Fix blog, as well as hundreds of stories for WashingtonPost.com and The Washington Post newspaper, including eight
front-page stories in the dead-tree edition and a Post Magazine cover piece on botnet operators. Mr. Krebs is also the author of the
book Spam Nation: The Inside Story of Organized Cybercrime.
Jim Olson
Professor Olson is a Senior Lecturer at the Bush School, where he teaches courses on intelligence, national security, and international
crisis management. He served for over 25 years in the Directorate of Operations of the Central Intelligence Agency, mostly overseas in
clandestine operations. In addition to several foreign assignments, he was Chief of Counterintelligence at CIA headquarters in Langley,
Virginia. Professor Olson has been awarded the Intelligence Medal of Merit, the Distinguished Career Intelligence Medal, the Donovan
Award, and several Distinguished Service Citations. Professor Olson is the author of Fair Play: The Moral Dilemmas of Spying. Professor
Olson takes you inside the real world of being a CIA spy. He explains how the global war on terror affects everyone, how the United
States remains vulnerable within its borders and how U.S. intelligence offers to protect the country and its vital interests.
Richard Picciotto
The highest-ranking firefighter to survive the World Trade Center collapse, and the last fireman to escape the devastation, Richard
“Pitch” Picciotto was on a stairwell between the sixth and seventh floors of the North Tower when it collapsed on September 11, 2001.
An FDNY battalion commander, his is the harrowing true story of an American hero, a man who thought nothing of himself and gave
nearly everything for others during one of our nation’s darkest hours. Mr. Picciotto tells an outspoken account of that indelible day,
shaking and inspiring audiences to the core. His book, Last Man Down, is a tribute to the 343 firefighters and 2,400 civilians who died
in the rubble that surrounded him on that day. It is a heartfelt remembrance of a day of infamy and profound humanity. The book was
an immediate New York Times bestseller upon its release in May 2002.
Eric Rosengren (Invited)
Eric Rosengren has been president and chief executive officer of the Federal Reserve Bank of Boston since July 2007. Previously he
headed the Bank’s supervision, regulation, and credit group, and was active in domestic and international regulatory policy. He
joined the Bank in 1985 as an economist in the research department, with a B.A. from Colby College and an M.S. and Ph.D. from the
University of Wisconsin, Madison. He has written extensively on macroeconomics, international banking, bank supervision, and risk
management; including articles in leading economics and finance journals. Much of his recent research has focused on how problems in the financial sector impact the real economy. He is a director of the United Way, a trustee of Colby College, and a member
of advisory boards at Colby College and the University of Wisconsin. Dr. Rosengren will discuss the economic and financial outlook
for the New England economy.
Marci Rossell
Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. She served as the
popular Chief Economist for CNBC. Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment
Spokesperson for OppenheimerFunds, one of the nation’s largest mutual fund companies. Before moving to Wall Street, she was an
expert witness for Deloitte and Touche in court cases involving economic issues. Marci began her career as an economist with the
Federal Reserve Bank of Dallas. She currently serves as a senior economic advisor to Delphin Investments, an investment firm based in
Stamford, CT. She brings a world of experience-from Main Street to Wall Street-when discussing the U.S. economy, international events
and movements in capital markets.
Directors Session
A special meeting will be dedicated to key issues relevant to Trustees and Directors. (A special $150 convention discount will be provided to all MBA Director Certificate Graduates.)
• Special bank specific breakout sessions will also be featured as an important part of this year’s program. We will offer practical hands
on financial management and technical issues that will bring immediate value to your institution. A complete agenda will be mailed
when program arrangements are complete.
Special Events
A shotgun golf tournament will be held at the Port Royal Golf Course on Thursday, April 30 at 8:30 a.m. Ranked among the world’s best public golf
courses by Golf Digest and named Bermuda’s finest course by the New York Times, Port Royal hosts the PGA Grand Slam of Golf and features 18
championship holes over 6,842 manicured yards, the longest and most picturesque course in all of Bermuda. Designed by world-renowned architect Robert Trent Jones Sr. in 1970, Port Royal has recently undergone a $14.5 million renovation by original design team member Roger Rulewich.
Proceeds from the event will help support MBA’s Charitable Foundation and the Mass Bankers PAC. Please see the enclosed golf registration information.
The Fairmont Southampton is perched on Bermuda’s stunning south shore on the island’s highest point. Comprising nearly 100 acres,
the AAA Four Diamond Award property is sure to please all guests. You can relax beneath an umbrella at the Beach Club, hit the links
for a round of golf, enjoy a friendly tennis match, snorkel your way around the reefs, peruse the shops , or enjoy award-winning cuisine
at any of the hotel’s six restaurants.
On Thursday evening, we will host the welcome reception and dinner beach side. Set on The Fairmont Southampton’s beach and beach
terrace. As you enter, you will be serenaded by the sounds of the local music. Dress is casual.
On Friday afternoon we will be bringing back the MBA Tennis Tournament at the Fairmont’s 6 hard-court, beach-front courts. You
are sure to enjoy some good exercise and a fun time during this round-robin tournament. Please see the enclosed tennis registration
information.
On Saturday evening, we will close the convention with “A Taste of Bermuda” on the Great Sound Lawn. The evening will feature
traditional Bermudian food and activities. Dress is resort casual, feel free to wear your traditional Bermuda attire!
Registration Information
Registration fee includes airport transfers, a light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday, entertainment, business meetings speaker expense, breaks, printing, supplies and AV rentals. The spouse/
guest fee includes a light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday,
and entertainment.
As required by IRS reporting rules, the Association is once again allocating the expenses of the Annual Convention to reflect the actual
cost to banker/associate members. For your information, 60 percent of the banker/associate member fee is for meals and entertainment.
Dress code for convention is Resort Casual, Men – slacks, collared shirts. Ladies – dresses, skirts and blouses, pants
Before the Convention, be sure to join the Fairmont President’s Club. Members receive complimentary wireless internet access in your
guest room, use of the fitness center and use of the BMW bicycles.
You must enroll in the Fairmont President’s Club PRIOR to arriving to be eligible for the benefits during that stay. Enroll at www.fairmont.com/fpc/enroll
Passports Required for Travel to Bermuda
If you have any questions about the program, please call me at the Association office at 617.502.3807. For accommodations information, please call Heidi Sharry at Quinwell Travel at 800.498.5586.
Sincerely,
Meghan McCarthy
Manager, Education
MASSACHUSETTS BANKERS ASSOCIATION
ANNUAL CONVENTION
2015 Convention Registration
Fairmont, Southampton, Bermuda
April 30 – May 3, 2015
1. CONVENTION REGISTRATION FORM:
Convention Package Includes: Hotel accommodations for 3 or 4 nights in the room type selected, taxes, gratuities, roundtrip transfers from the
airport to the hotel, light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday,
entertainment, business meetings speaker expense, breaks, printing, supplies and AV rentals. The spouse/guest fee includes the cost of the
light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday, and entertainment. We
have a limited number of rooms available immediately prior to and after the regular convention dates. Additional nightly room rates are listed
below. Requested room types will be accommodated on a first come – first serve basis.
2. HOTEL ROOM RESERVATIONS - FAIRMONT, SOUTHAMPTON - BERMUDA.
WE ARE PLEASED TO OFFER FIVE DIFFERENT ROOM TYPES AT THE FAIRMONT.
FAIRMONT ROOM – Located throughout the hotel these rooms are spacious and are generally located on one of the lower floors of the
hotel. They may overlook the harbor, pool area, golf course or more likely the roof and parking lot.
FAIRMONT DELUXE HARBOR VIEW ROOM – Deluxe rooms overlook the harbor with Somerset and Hamilton in the distance.
FAIRMONT DELUXE OCEAN VIEW ROOM – Deluxe ocean view rooms are located in the front of the hotel and look out over the golf course
with views of the ocean. Some rooms may have pool views or views of Gibbs Hill Lighthouse.
FAIRMONT GOLD HARBOR VIEW ROOM – Signature Gold rooms are located on the sixth floor and can face the harbor or Gibbs Hill
Lighthouse. Includes Gold Level amenities.
FAIRMONT GOLD OCEAN VIEW ROOM – Signature Gold rooms are located on the sixth floor and can face the ocean, the harbor or Gibbs
Hill Lighthouse. Includes Gold Level amenities.
ROOM TYPE
FAIRMONT ROOM
BANKER/ASSOCIATE FEES – 4 NIGHT PACKAGES
REGISTRANT W/SPOUSE OR GUEST
$4240.00
SINGLE REGISTRANT
$3313.00
BANKER/ASSOCIATE FEES – 3 NIGHT PACKAGES
REGISTRANT W/SPOUSE OR GUEST
$3810.00
SINGLE REGISTRANT
$2906.00
DELUXE HARBOR
DELUXE OCEAN
GOLD HARBOR
$4372.00
$3445.00
$4548.00
$3621.00
$5092.00
$4153.00
$5308.00
$4373.00
$3909.00
$3005.00
$4041.00
$3137.00
$4449.00
$3536.00
$4611.00
$3701.00
EXTRA NIGHT RATE (PER ROOM NIGHT) TAX AND GRATUITY. RATES ARE LISTED AS SINGLE/DOUBLE.
$407/$430
$440/$463
$484/$507
$617/$643
GOLD OCEAN VIEW
$672/$697
 MBA Director Certificate Graduate ($150 Discount)
3. REGISTRANT INFORMATION
Please indicate your ARRIVAL DATE _______/_________
Please indicate your room type preference:
DEPARTURE DATE ________/__________
___ King Bed Room
____Two Double Beds
Banker/Associate Member Name _____________________________ Title ____________________________
Spouse or Guest Name ______________________________________________________________________
BANK/COMPANY/ORGANIZATION _____________________________________________________________
Address
_________________________________________________________________________________
City _____________________________ State _________________ Zip ______________________________
Business Phone _______________________________ Fax ________________________________________
Email Address _____________________________________________________________________________
4. DEPOSIT/PAYMENT INFORMATION
A deposit of $750.00 per person is required with your completed registration form. Full payment will be required by March 1,
2015. If paying by credit card your deposit will be charged upon receipt of registration, and the balance will be charged to your
credit card on or about March 1, 2015. We will send confirmation receipt via email with balance due.
Credit Card Payment:
□
Mastercard
□
VISA
□
American Express
Card Number ___________________________________________Expiration Date ______________CID Code ___________
Signature of Card Holder __________________________________________ Date ________________________________
If paying by Check: Make Checks Payable to:
MASSACHUSETTS BANKERS ASSOCIATION
Mail payment to:
Quinwell Travel Service
277 Linden Street, Suite 207
Wellesley, MA 02482
Fax Registration to:
FAX: 781-235-1055
Phone: Toll Free 800-498-5586 or 781-235-4900
5. AIRLINE INFORMATION
Roundtrip airfare is based on the group flights listed below. Any deviations from these flights may result in a different airfare.
Please contact Quinwell Travel at 800-498-5586 for all of your travel needs and flight options. You also have the option of
purchasing flights on your own.
We have a limited number of seats available in connection with the convention package via non-stop Jet Blue flights departing
from Boston. These are assigned on a first-come first-serve basis. If your plans require an alternative flight schedule, please
contact our office and ask for Heidi Sharry and she will be pleased to assist you with flight arrangements. We will make every
effort to accommodate your special requests at the most economical prices available. Passports are required to fly to
Bermuda. Passports must be valid for at least 6 months after intended date of return from Bermuda.
CONVENTION FLIGHT SCHEDULE FROM BOSTON TO BERMUDA:
Airfare Per Person $501.80
Delta 561 29APRIL BOSTON to BERMUDA 8:00am – 11:00am
Delta 560 03MAY
BERMUDA to BOSTON 12:09pm – 1:20pm
Or
Airfare Per Person $615.80
Delta 561 30APRIL BOSTON to BERMUDA 8:00am – 11:00am
Delta 560 03MAY
BERMUDA to BOSTON 12:09pm – 1:20pm
*TSA Requirements: Full Name as it appears on Passport and Date of Birth
Name:
Date of Birth: _
FF# __________________________________
Name:
Date of Birth: _
FF# __________________________________
If you would like us to make alternative travel plans, please provide us with a brief description of your request for travel and we
will contact you with your available options.
Departure From _________________________
Date___________________
Time__________
Return To ______________________________
Date___________________
Time __________
Additional requirements ______________________________________________________________________
*Please note if you plan on participating in the golf tournament you need to arrive in Bermuda on
Wednesday, April 29.
FOR ADDITIONAL INFORMATION, OR ASSISTANCE WITH OPTIONAL TRAVEL PLANS
PLEASE CALL 800-498-5586
CANCELLATION POLICY: Within 60 days prior to arrival each guest room will be charged at two night’s room
revenue and a $200.00 per person will be retained for expenses incurred, except that within 45 days prior to
arrival each room will be charged for the entire stay and the full convention package will be forfeited. Changes
and revision to reservations after receipt will result in a $100.00 change/revision fee. The right to waive these
fees are the exclusive right of the Massachusetts Bankers Association. Air tickets are non-refundable once
purchased.
Port Royal Golf Course
April 30, 2015
8:30 a.m. Shotgun Start
The Massachusetts Bankers Association will host a Golf Tournament at the Falls Golf & Country Club in conjunction with this year’s
Annual Convention. Please join us for a fabulous day of golf to support the Mass Bankers PAC and Charitable Foundation.
Ranked among the world’s best public golf courses by Golf Digest and named Bermuda’s finest course by the New York Times, Port
Royal features 18 championship holes over 6,842 manicured yards, the longest and most picturesque course in all of Bermuda. Designed
by world-renowned architect Robert Trent Jones Sr. in 1970, Port Royal has recently undergone a $14.5 million renovation, a complete
makeover spearheaded by original design team member Roger Rulewich in preparation for the 2009/2010 PGA Grand Slam of Golf.
Proceeds from the event will help support MBA’s Charitable Foundation and the Mass Bankers PAC. Please see the enclosed golf
registration information.
The greens fee for golf is $255.00 for the round (including cart rental, breakfast and transportation) and a *$100 contribution to the
Massachusetts Bankers PAC. We will start the morning off at 7:30 a.m. breakfast for all golfers followed by a shotgun start at 8:30 a.m.
All payments must be received by April 22th in order to play.
Golf Fee: $255.00 Per Person
Golfer Name(s)
*PAC Contribution $100.00 Per Person
Handicap
________
________
________
________
Rental Clubs
Right




Left




Bank/Company
Address
City _________________________________State ___________ Zip
Phone _________________________________Fax
Golf greens fees and cart rentals may be paid by credit card or check. If you require club rentals the fees must be paid directly to the
clubhouse prior to your round of golf
*The Mass Bankers PAC fee must be paid separately by personal check or personal credit card.
Please make the check payable to the Massachusetts Bankers PAC and mail with registration directly to:
Mass Bankers PAC
One Washington Mall, 8th Floor
Boston, MA 02108
OR
I certify that this is a personal credit card paying the $100.00 PAC Fee
 American Express
 Visa
 MasterCard
 Discover
Credit Card Number: ________________________________Expires: ____________ CID #________

Signature: __________________________________________________ Date: ___________________
This is for Greens Fees only $255.00.
 American Express
Visa
 MasterCard
 Discover
Credit Card Number: ________________________________Expires: ____________ CID #________
Signature: __________________________________________________ Date: ___________________
Massachusetts Bankers Association
Annual Convention
Tennis Tournament
Friday, May 1, 2015 2:00 p.m.
$55/per person
Name___________________________________________________________________________________
Organization_____________________________________________________________________________
Address_________________________________________________________________________________
City _________________________________State ___________________ Zip_________________________
Phone ________________________________________Fax________________________________________