EAST COAST REGIONAL. Hershey, PA SEPTEMBER 23RD

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1 2018 EAST COAST REGIONAL Hershey, PA SEPTEMBER 23RD 25TH

2 Networking Events Welcome to Hershey SUNDAY, SEPTEMBER 23, 2018 The FMS Philadelphia Chapter welcomes you as we celebrate the chapter s history, accomplishments and commitment to community banking. It is only through the support of our membership, past and present, that we have been able to accomplish so much over the years. 2:00 PM 5:00 PM Registration Sponsored by: Global Tax Management, Inc. In great appreciation, we invite you to join us on Sunday, September 23rd in the Hotel Hershey 3:00 PM 6:00 PM Troegs Brewery Visit Fountain Lobby for a Dessert Reception. All participants, their spouse and guests are invited to Sponsored by: The Kafafian Group (transportation will be provided) enjoy a wonderful evening of cocktails, Hershey s dessert sampler, and a great cheese selection while enjoying music and reacquainting with old friends and forming new relationships as we consider the Chapter s future and all its promise. The FMS Philadelphia Chapter is honored to host the 2018 FMS East Coast Regional Conference on Sunday, September 23rd to Tuesday, September 25th at The Hotel Hershey. This year s conference features a diverse slate of presenters on a wide range of current topics that are relevant and sure to add value to your organization. The scheduled program and events of the conference offers one of the best networking forums to community bankers. 7:30 PM 9:30 PM Dessert Welcome Reception Join us for a wonderful evening of cocktails, Hershey s dessert sampler, and a great cheese selection while enjoying music and reacquainting with old friends. The Hotel Hershey Fountain Lobby offers a delightful setting for their famous dessert and hospitality receptions. Enjoy All That Hershey Has To Offer While you re in town, we encourage you to enjoy all that Hershey has to offer from Hershey Park, Zoo America North American Wildlife Park, Hershey s Chocolate World Attraction, Hershey Gardens, The Hershey Story: The Museum on Chocolate Ave, Hershey Trolley Works, to the Hershey Theatre. Make sure to join us on Monday night for a great evening for the whole family including fun photo opportunities, a chance to test your skills at pin ball, skee ball or hoop shot and get up close and personal with the Reese s Peanut Butter Cup and Hershey Bar. I look forward to welcoming you to Hershey. See you in September! Patrick Mulloy, President Patrick Mulloy RSM US LLP 518 Township Line Road, Suite 300, Blue Bell, PA, Patrick.Mulloy@rsmus.com MONDAY, SEPTEMBER 24, :00 PM 10:00 PM Networking Dinner Enjoy the premium bar and delicious selection of food stations while reconnecting with other FMS guests. Have the family come up close and personal with the Reese s Peanut Butter Cup and the Hershey Bar.

3 Conference Agenda MONDAY, SEPTEMBER 24, :00 AM 8:00 AM Breakfast 8:00 AM 8:10 AM Welcome 8:10 AM 8:40 AM What Does Washington Have in Store for Us? Peter Knight FHLBank Pittsburgh 8:40 AM 9:30 AM Gaining Valuable New Insight into Your Investment Portfolio Jon Sundberg PFM Asset Management 9:30 AM 9:50 AM 9:50 AM 10:40 AM Coffee Break Cybersecurity Alert Protecting Your Bank Against Ransomware Attacks Sudhir Kondisetty RSM US LLP 12:20 PM 1:20 PM 1:20 PM 2:10 PM Lunch The Reflationary Boom: Why We Believe the U.S. Can Sustain Economic Growth and a Bull Market in Stocks Against Rising Interest Rates Dan Wantrobski Janney Montgomery Scott, LLC 2:10 PM 3:00 PM Bank Earnings & Valuation Umrai Gill Performance Trust Capital Partners 3:00 PM 3:20 PM Break 3:20 PM 4:10 PM Dare to Compare - Community Bank Core IT Deals vs Large Bank Competitors Aaron Silva Paladin-FS 4:10 PM 5:00 PM Breakfast 8:00 AM 8:50 AM The Banking Landscape in a Post-Election Environment David W. Swartz Stevens & Lee 8:50 AM 9:40 AM What s New (and Not!) in Stress Testing Jeff Marsico The Kafafian Group Managing Interest Rate Risk in the Current Environment Tom Bowers ZM Financial Systems 9:40 AM 10:00 AM 10:00 AM 10:50 AM Coffee Break Liquidity Management Tools Fred Duncan FHLBank Pittsburgh 10:50 AM 11:40 AM Executive Benefits After Tax Cuts & Jobs Act of 2017 Scott Richardson IZALE Financial 11:40 AM 12:30 PM CECL - From an ICR Perspective - A Deep Dive Into What You Need To Do! Barry Pelagatti RKL LLP Tax Reform Lessons Learned - Banks & Bank Customers Christine Funkhouser Global Tax Management, Inc. 11:30 AM 12:20 PM 7:00 AM 8:00 AM CECL: Fifty Shades of Grey - Evaluating Loss Rate & Non-Loss Rate Methodologies Assad Faquir PRISM-The CECL Solution 10:40 AM 11:30 AM TUESDAY, SEPTEMBER 25, :30 PM 1:30 PM Lunch

4 Conference Registration Your Complete Hershey Experience To register online, please visit our chapter website: Registration can also be completed via mail using the below form. Free tickets to the park will be made available on Saturday and Sunday to all registrants. Mr./Mrs./Ms.: HOTEL AND TRAVEL INFORMATION Registrants are responsible for making/changing/canceling their hotel reservations. A special block of rooms has been reserved at The Hotel Hershey, 100 Hotel Road, Hershey, PA We encourage you to reserve your room early. You may call The Hotel Hershey at (844) and mention that you are with Financial Managers Society Philadelphia. Discount Room Rate of $209 per night. Organization: Title: Address: Chapter Affiliation: City/State/Zip Code.: Officer Designation: Asset Size: Phone Number: Spouse/Guest Name: 1. Badge Name: Spouse/Guest Name: 2. Early Registration (due by September 1, 2018) $495 Late Registration (after September 1st) and Non-Member $595 Member/Non-Member 1 day only $350 THE SPA AT HOTEL HERSHEY Spouse/Guest (Includes Meals, Dessert and Welcome Receptions) $150 Indulge yourself in pampering during your stay. The Chocolate Spa offers a variety of traditional massages, hydrotherapy, facials and more. Please contact the spa directly to book your appointment: (717) Yes, I plan on attending the Sunday Night Dessert Reception # of guests Yes, I plan on attending the Monday Night Welcome Reception # of guests Mail your completed registration form along with payment to: Mary Beth Liddle Senior Vice President, Chief Accounting Officer and Controller P.O. Box 9005 Quakertown, PA Check should be made payable to: Financial Managers Society Philadelphia Chapter Total Amount: $ GOLF AT THE HERSHEY COUNTRY CLUB In a legendary setting, which golf icons Ben Hogan and Henry Picard once called home, the tradition and challenge of championship golf remains at the heart of the Hershey experience. Hershey Country Club features award-winning courses which are home to prestigious tournaments. Book your tee time by calling (717) Refunds and Cancellations Requests for refund of registration fees must be made in writing to Mary Beth Liddle, FMS Philadelphia Chapter East Coast Regional Conference Treasurer at P.O. Box 9005, Quakertown, PA 18951, Telephone: (215) x5718, mliddle@qnbbank.com by September 10, No refunds will be processed after this date and telephone cancellations will not be accepted. Upon notification, a substitute attendee from your company may attend. All refunds are subject to a $75 cancellation fee. It is the attendee s responsibility to contact the hotel directly to cancel accommodations. For more information regarding refund, complaint and program cancellation policies, please contact Mary Beth Liddle, Senior Vice President, Chief Accounting Officer and Controller. FMS reserves the right to change instructors or reschedule/cancel sessions if necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of a program. Registration Confirmation When you register, you will receive a confirmation by within seven (7) business days. CONFERENCE ATTIRE Business casual attire is appropriate for all events. Since conference rooms are often cool, please bring a sweater or jacket. OTHER ONSITE AMENITIES... The Hotel Hershey offers an indoor and outdoor pool, fitness center, dining, and shopping. Plus, engaging activities that guests of all ages will enjoy! Visit for more information. CPE Credits Earn up to 13 hours of CPE Credit. Delivery Method: Group Live. Program Level: Update. Prerequisite: None. Advance Preparation: None. Fields of Study: Accounting, Auditing, Finance, and Management Advisory Services. Financial Managers Society Philadelphia Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Website:

5 Conference Sponsors TITLE SPONSORS GOLD SPONSORS The CECL Solution A STEVENS & LEE/GRIFFIN COMPANY SILVER SPONSORS G