Professional Documents
Culture Documents
Safe and sound banking requires good directorsmen and women with a sense of responsibility, curiosity, and competence. It also takes skills and knowledge specific to the business of banking. This workshop provides a solid foundation for success in this critical role.
Jennifer Kelly, Senior Deputy Comptroller for Midsize/Community Bank Supervision
Tom Munz
Assistant Deputy Comptroller, Central District
Polly Robinson
National Bank Examiner, Southern District
Dave Baker
Assistant Deputy Comptroller, Western District
Lori McNulty
National Bank Examiner, Central District
Mark Diller
National Bank Examiner, Central District
Agenda
Attire is business casual.
Reception
This workshop is a great educational tool for both new and seasoned directors. I found it beneficial to discuss trends and hot topics with seasoned OCC staff and other attendees.
Reaction From Past Participant
A reception will be held from 5:30 p.m. to 7:30 p.m. Monday evening. Attendees can meet informally with OCC faculty. Hors doeuvres and beverages will be served.
Workshop
Monday 11:30 a.m. Registration Opens 1:00 p.m. Introduction and Program Overview Understanding the Regulatory Structure Differentiating Board and Management Roles Understanding Board Responsibilities Industry Hot Topics Adjourn Reception
Continental Breakfast Activities of Effective Boards Operating in a Regulated Environment Overseeing the Audit Function Deciphering CAMELS and the Report of Examination Adjourn
Wednesday 7:00 a.m. Continental Breakfast 8:00 a.m. Working With Examiners Using the Uniform Bank Performance Report Managing Board Information
Scott Schainost
Assistant Deputy Comptroller, Northeastern District
Kim Scherer
National Bank Examiner, Western District
Randy Ryskamp
District Counsel, Southern District
Ralph DeLeon
National Bank Examiner, Banking Relations Division
Part 1
March 28-30, 2011 Indianapolis, IN April 11-13, 2011 Charlottesville, VA May 16-18, 2011 Kansas City, MO October 3-5, 2011 Minneapolis, MN November 14-16, 2011 Destin, FL December 5-7, 2011 Oklahoma City, OK
Please register online at www.cmpmeetings.com/occ, fax registrations to (336) 644-6205, or mail to CMP Meeting Services Registration Center, 3505 Vernon Woods Drive, Summerfield, NC 27358, USA. You must be on the board of directors of a national community bank or federal savings association. Registrations will be accepted on a space-available basis only. A wait list will be established for all locations at which sessions are at maximum capacity. Registration fee for the workshop is $100 per participant. All cancellations must be in writing. Cancellations will be accepted by e-mail to regcenter@cmpmeetings.com, or fax notification to (336) 644-6205. If a cancellation is received less than one month before the workshop, no refund will be issued. Completion of this form in its entirety is required for conference registration. Registration is not complete until you receive your confirmation letter in the mail.
Institution Information
Asset Size $
(Millions)
100-150 500-750
Payment Information
Billing Name: ___________________________________________________________________________________________ Billing Address: _________________________________________________________________________________________
Street _______________________________________________________________________________________________________________ City State ZIP Code
Amex
Visa
MC
Credit Card Number: _________________________________________________________________________ Security Code: _______________________________________________________________________________ Signature of Cardholder: _______________________________________________________________________________
If other payment arrangements are needed, please contact the reservation center: (336) 451-0557 or regcenter@cmpmeetings.com.
Part 2
Attendee Information
Name: Mr./Ms./Mrs./Dr.
(Please circle one) First Name Last Name
First Name
Last Name
Director:
Inside
Outside
Other
State
ZIP Code
Fax:
Emergency Contact
Emergency Contact Name: (friend or family)
(do not use the bank phone number)
Special Needs/Comments
If you have special needs that may affect your participation in this event, please check here. OCC will contact you to discuss your needs. If you have any comments or information concerning your registration that you wish to add, please do so below.
For workshop information, please contact (336) 451-0557. Registration Center Hours: 8:30 a.m. 5:00 p.m. ET. Registration is not complete until you receive your confirmation letter in the mail.
CONFIRMATION NUMBER:
Hotel room rates for each location are guaranteed until the following dates:
Embassy Suites Indianapolis, Indianapolis, IN Omni Charlottesville, Charlottesville, VA The Westin Crown Center, Kansas City, MO Hotel Ivy, Minneapolis, MN Hilton Sandestin, Destin, FL The Skirvin Hilton, Oklahoma City, OK February 26, 2011 March 20, 2011 April 25, 2011 September 9, 2011 October 14, 2011 November 4, 2011
Hotel rates for this program have been discounted. To make your reservations on a space-available basis, please contact the hotel directly. Some hotels may honor the rate before and after the workshop. When making reservations, please mention the function name: OCC Director Workshops. If you encounter difficulties in making your reservations, please call (336) 451-0557 for assistance.
Reception
A reception will be held from 5:30 p.m. to 7:30 p.m. Monday. Attendees can meet informally with OCC faculty. Hors doeuvres and beverages will be served.
Registration Fee
The registration fee is $100, payable at the time of registration. The price includes: Course materials Continental breakfasts, lunch, and reception CD of the OCCs popular telephone seminar on corporate governance Directors Toolkit, which includes The Directors Book, Detecting Red Flags in Board Reports, and Internal Controls
Special Needs
If you require special accommodations to participate in this workshop, please call (202) 874-6415.
Cancellation Policy
All cancellations must be in writing. Cancellations will be accepted by e-mail to regcenter@cmpmeetings.com, or fax notification to (336) 644-6205. If a cancellation is received less than one month before the workshop, no refund will be issued.
Questions
For additional workshop information, please call (336) 451-0557 or send an e-mail to regcenter@cmpmeetings.com.