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Conferences & Education

Bond University May 17-18, 2010 Planet Hollywood, Las Vegas Cosponsored with

Investment Strategies for Community Banks

• Basic Bond Evaluation Tools
• ALCO Strategies in an Uncertain Environment
• Cross Sector Bond Analysis
• ALM in the Current Environment
• FHLB – Using swaps to manage ALM

Bond University is ideal for those with intermediate bank investment experience and/or training.

Who Should Attend

• Chief Executive Officers
• Chief Financial Officers
• Controllers & Investment Managers

Why You Should Attend

Bond University helps you identify the most appropriate investment alternatives given your bank’s asset liability position, interest rate bias, risk tolerance, loan funding needs and competitive environment.

Combining objective analytical tools to identify value, with a conceptual learning environment, Bond University teaches you a methodical approach to developing portfolios to meet your bank’s needs.

Schedule
as of March 1, 2010

Registration Fees

Early Bird Fees (by April 15)
WIB/CIB Member Banks - $885
New Bank Members* - $685
Nonmember Banks - $1,095

Regular Fees (after April 15)
WIB/CIB Member Banks - $975
New Bank Members - $775
Nonmember Banks - $1,195

*New Bank is defined as banks in organization, groups in formation or WIB member banks opened three years or less from the date of this program.

Registrations into Bond University are not currently accepted for individuals from the Income/Bond Market.

Each full Bond University Registration includes one ticket for the Monday evening Viva ELVIS Cirque Du Soleil. Additional tickets for guests may be purchased for $150 each. There is an additional fee of $25 for tickets purchased on-site.

Dinner Event
Viva ELVIS Cirque Du Soleil
Monday, May 17, 2010
Dinner – 5:30 pm; Showtime – 7:00 pm

Viva ELVIS, a harmonious fusion of dance, acrobatics and live music, is a tribute to the life and music of Elvis Presley. Nostalgia, modernity and raw emotion provide the backdrop for his immortal voice and the exhilaration and beauty of his music. One ticket to this event is included in registration. Additional guest tickets are available at $150 each.

Cancellation Policy
Registration fees minus $75 processing fee per registrant (including guest registrant, if applicable) will be refunded if cancellation is received by April 30, 2010. No refund if cancellation is received after April 30, 2010. Substitutions welcomed.

Hotel Information

Planet Hollywood
3667 Las Vegas Blvd. South
Las Vegas, NV 89109 

Welcome to a destination that’s famously located at the center of The Las Vegas Strip. Planet Hollywood Resort & Casino is where size and substance go hand-in-hand. Entertainment reigns supreme at the world-famous theatre for the Performing Arts, the same place where the new Miss USA is crowned every year.

Main Phone:    (702) 785-9455
Reservations:   (877) 244-9474 (toll free)
Fax Number:   (702) 785-9591

Room Rates
$109 Single/Double (Plus 12% room tax.  Room rate includes $4.99 per room/per day resort fee.)
Contact the hotel at the directly at the phone numbers above and mention WIB Bond University to obtain the conference rate.

Cancellation Policy
One night deposit required at time of booking. This deposit is refundable in full if cancelled at least 48 hours in advance, prior to scheduled arrival date.

Reservation Deadline: April 15, 2010

Rental Car Discount

For special rates call AVIS at 800-331-1600. Refer to group code J990669.

Speaker Info/ Bios

Frank Farone, Managing Director Darling Consulting Group

Frank consults nationwide with CEOs and CFOs of banks to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. Prior to joining DCG, Frank was vice president at the Federal Home Loan Bank of Boston, where he consulted in areas of asset/liability management, pricing theory, liquidity and capital management. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management and derivatives hedging techniques. Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country. 

John Pender, VP, Vining Sparks

John has been involved in the banking and investment business since 1996. He is vice president of sales in the Portfolio Management Group of Vining Sparks, where he serves institutional clients nationwide.  The Portfolio Management Group provides proprietary services to their clients in the areas of asset liability management and Investments.  John previously worked in investment strategies, which provides research and technical assistance to the firm’s customers and sales representatives. Prior to joining Vining Sparks IBG, L.P., John was employed by PricewaterhouseCoopers for five years where he performed both external and internal audit procedures on financial services clients. These procedures included a review of the allowance for loan loss, financial statement preparation, investment analysis, and compliance with policies regarding loan/deposit operations.

Steven Cibull, VP, Mortgage Finance, Federal Home Loan Bank of San Francisco

Steven Cibull is VP, relationship manager, Mortgage Finance Group, with the Federal Home Loan Bank of San Francisco. He works with more than 85 member institutions, assisting them in utilizing the bank’s credit facility. He is also involved in recruiting financial institutions interested in the benefits of bank membership. Prior to joining the Federal Home Loan Bank of San Francisco, Steven marketed structured derivative products for financial institutions and high net worth individuals with Bank of America’s Financial Engineering and Risk Management Group.

Kim Myers, CPA, SVP/Director, Customer Portfolio Services

Kim was an auditor for KPMG Peat Marwick before joining Vining Sparks in 1994. During her tenure with KPMG Peat Marwick, she performed accounting, auditing and consulting services for clients primarily in the financial services industry. In addition, she also specialized in providing attestation letters related to the original issuance of CMOs and periodic updates for verification of the CMO trustee’s calculations. Currently, she is the director of the Customer Portfolio Services Department, which provides monthly investment portfolio accounting, management and regulatory reports to over 700 institutions. In addition, her department is responsible for the production of the performance profiles.

Will Taylor, SVP, Vining Sparks

Will has been involved in the banking and investment business sine 1986. His career began as a management trainee for Union Planters Bank (Regions), which was at the time, the 10th largest bank broker dealer in the world. Under his management, the group grew to over $3.5 billion in warehouse lending. In addition to working in the lending area, Will was active in the trading operation. During his tenure he oversaw the financing and securitization of the first collateralized mortgage backed obligations (CMOs), fixed and adjustable mortgage-backed securities and Small Business Administration loan securities. Will joined Vining Sparks as a result of a combination of Union Planters dealer operation with Vining Sparks in September 1990. 

George Hancock, SVP, Vining Sparks

George has been involved in financial analysis and investment consulting for financial institutions since 1982, beginning his career at Arthur Young & Co. (now Ernst & Young). From 1986 to 1987, he served as the senior vice president and controller of a multi-billion dollar financial institution, and in 1987, began his career with Union Planters Bank (and later Vining Sparks via merger in 1990). George worked in the Portfolio Strategies division helping institutions determine the impact of tax, regulatory and accounting changes on the asset/liability management of the institution. George later held the position of trader on the Capital Markets Desk and was involved in the acquisition and disposition of more than $1 billion of mortgage and consumer loan portfolios.

Vining Sparks is nationally recognized as a leading broker/dealer in serving the investment needs of institutional investors. www.viningsparks.com 

Darling Consulting Group specializes in education, strategic planning and management tools for banks, thrifts and credit unions. www.darlingconsulting.com

CEU

Up to 14 hours may be available.

 

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