2013 BOI Classes. Level 1 Class. Level 2 Class

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2 2013 BOI Classes Level 1 Class Level 2 Class

3 The Bank Operations Institute (BOI) leads the field in preparing community bankers for banking in the 21st Century. Guided by the industry s top regulators and educators, BOI builds its program around moving operations officers from the back room to the boardroom. Here the emphasis is on practical, real-world issues and solutions. BOI takes students through the nuts and bolts of operations to a new level of strategic thinking and presentation. This is a two year program that provides the practical management and leadership techniques necessary for successful community bank operations. The dynamic curriculum is monitored by regulators and bankers and offers strategic insight into both the present and future of banking technology, processes and project management. Students from a multi-state area attend BOI for one week each fall for two years. The program is taught by noted regulators, bankers, educators and professionals with an emphasis on the practical skills needed for effective and profitable operational management. Presented by the BOI/SMU/IBAT Education Foundation qualifies for 40 hours CPE credits Advisors Randall James Randall S. James & Associates, Inc. BOI 2014 Advisory Council Regulators Gilbert Barker Comptroller of the Currency Dennis Simmons Southwestern Automated Clearinghouse Association (SWACHA) S. Scott MacDonald Director SMU Brad Olson Olson Research Associates, Inc. Keith Seibold FDIC - Retired BOI Management Cerfis Group, Inc. Julie Courtney, CAE, CMP IBAT Education Foundation Mary E. Lange, CAE IBAT Education Foundation Charles Cooper Texas Department of Banking Kristie Elmquist FDIC Ann Worthy Federal Reserve Bank of Dallas Bankers Kevin Monk Alliance Bank Robert Hulsey American National Bank of Texas Patrick Gray TIB-The Independent BankersBank TIB-The Independent BankersBank Louis Ehlinger Texas Heritage Bank Perry Ritchie Compass Bank

4 Core Curriculum Participants achieve a comprehensive understanding of the community bank operations function and how it contributes to the overall success and profitability of the bank. Level One Curriculum Includes: Defining the different functions and departments within the bank and how they integrate and support one another Banking and technology processes and procedures Regulatory agencies and reporting, purpose and structure Bank performance analysis Risk management concepts/technique Fraud reduction techniques Controlling non-interest expense Effective internal control and audit procedures Compliance issues Human resources management Project management processes Marketing and cross selling measurement tools Payment and collections trends Electronic banking Time management techniques Level Two Curriculum Includes: Managing for high performance banking Bank investment/portfolio management Strategic focus strategies Branching issues Delivery systems and channels Risk management strategies Fraud reduction techniques Human resources strategies Maximizing bank performance Strategic planning/budgeting Bankruptcy and legal topics Bank simulation models

5 The BOI Experience Value Proposition Imagine six days spent each year for two years on the lush Southern Methodist University Campus in Dallas. Students gain a thorough understanding of banking operations: from uniform bank performance reports, simulation models, project management experiential modules, investment and interest risk management to new fraud reduction product and tools on the horizon. In short, BOI is the launching pad from which high-potential managers learn what makes the bottom line function so they can measure the effectiveness of their decisions. Ultimately, this powerful school helps lift operations professionals to the upper echelons of banking management in a knowledge-based economy. BOI describes the bank operations and the regulatory environment. BOI explains the factors affecting bank performance and profitability. BOI develops skills for strategic planning and project management. BOI outlines the legal aspects of banking especially operational and compliance issues. BOI discusses and develops an understanding of human resource functions. BOI measures the impact of marketing and cross-selling. BOI prepares students with skills for effective presentations to the Boards of Directors. Classes are held at the Edwin L. Cox School of Business, which Business Week and others consistently rank as one of the nation s top-tier business schools. Allied with the Cox School, you benefit not only from BOI s reputation, but also from its first-rate facilities and staff, and the reputation of the SW Graduate School of Banking. At BOI, instruction is characterized by small classes, high faculty-student interaction, leadership development, state of the art visual aids, materials and classrooms. The Program Content In a series of informative lectures, case studies and interactive class exercises, you will become proficient in a number of key managerial areas that govern the operational aspects of community banking. Attendees benefit from the skills listed and the banks benefit from greater operational efficiencies, enhanced regulatory compliance, and a greater awareness of income opportunities driven from the operational side of the bank. Who Should Attend? Operations and lending officers who need to develop and perfect managerial competencies and techniques around the operations of community banking. This includes cashiers, operations officers and head tellers transitioning into management, loan officers, branch managers, future chief financial officers and supervisory/management personnel. Program Dates and Fees The 34th session of BOI will be held Sunday, October 12 Friday, October 17. Space is limited. The $1975 enrollment fee represents the best value in banking education today and compares favorably with other banking programs. It includes tuition and most meals for six days, course notebook and all handout materials. Meals include opening banquet on Sunday, lunches daily in the Umphrey Lee Cafeteria on SMU Campus, closing graduation luncheon, and informal dinners on two evenings, plus all breaks throughout the week. Housing Holiday Inn Dallas Central - Park Cities 6070 North Central Expressway Dallas, TX

6 Level 1 Schedule Sunday, October 12 Monday, October 13 Tuesday, October 14 10:30-11:15am Check in fast fast 11:15am-12:00pm Welcome 12:00-1:00pm Robert Hulsey 8:15-10:15am Purpose and Structure of Regulatory Agencies 8:15-9:45am Bank Performance 1:00-2:30pm Asset/Liability Management Simulation & Brad Olson 2:30-2:45pm 2:45-5:00pm Asset/Liability Management Simulation (cont d) 6:30-7:00pm Class Photos 7:00-9:00pm Opening Banquet Kristie Elmquist 10:15-10:30am 10:30am-12:00pm Quarterly Report Cam Leonard 12:00-1:00pm 1:00-3:00pm Bank Performance 3:00-3:15pm 3:15-5:15pm Bank Performance (cont d) 5:15-5:30pm 5:30-6:30pm Asset/Liability Management Brad Olson 6:30pm 9:45-10:00am 10:00-11:30am Bank Performance (cont d) 12:30-2:00pm Behavioral Profile Mary Lange 2:00-2:15pm 2:15-3:45pm Internal Controls Davana Warren 3:45-4:00pm 4:00-5:30pm Regulatory Panel 5:30pm 7:00-9:00pm Class Challenges/Hospitality Suites

7 Level 1 Schedule Wednesday, October 15 Thursday, October 16 Friday, October 17 fast fast fast 8:00-11:30am Shareholders Meeting 8:15-9:45am Project Management Bill Wade 8:15-9:45am Compliance Diane Van Gelder & Chris Fennigan 9:45-10:00am 10:00-11:30am Legal Aspects of Deposits Steven Camp 12:30-2:15pm Investment Portfolio Management Drew Simmons 2:15-2:30pm 2:30-4:00pm HR Best Practices of Interviewing & Hiring Mary White 4:00-4:15pm 4:15-5:15pm Best Practices in HR Louis Ehlinger 5:15-5:30pm 9:45-10:00am 10:00-11:30am Compliance (cont d) Diane Van Gelder & Chris Fennigan 12:30-2:00pm HR Retention and Performance Management Strategies Mary White 2:00-2:15pm 2:15-3:45pm Time Management 3:45-4:00pm 4:00-5:00pm Intro to Bank SIM & 5:15-5:30pm 11:30-11:45am 11:45am-1:00pm /Graduation

8 Level 2 Schedule Sunday, October 12 Monday, October 13 Tuesday, October 14 7:30-8:00am Check in fast fast 8:00-11:00am Strategic Planning 8:15-9:45am Asset/Liability Management Simulation Brad Olson 8:15-9:45am 11:00am-12:00pm Brad Olson 12:00-1:00pm Robert Hulsey 1:00-2:15pm Asset/Liability Management Simulation Brad Olson & 2:30-2:45pm 2:45-5:00pm Asset/Liability Management Simulation (cont d) Brad Olson & 6:30-7:00pm Class Photos 7:00-9:00pm Opening Banquet Kristie Elmquist 9:45-10:00am 10:00-11:30am 12:30-2:00pm Enterprise Risk Management Dennis Simmons & Matt Davies 2:00-2:15pm 2:15-3:45pm Enterprise Risk Management Dennis Simmons & Matt Davies 3:45-4:00pm 4:00-5:30pm 5:30-5:45pm 9:45-10:00am 10:00-11:30am Vendor Management Brad Smith 12:30-2:00pm How to Influence Legislation Chris Williston 2:00-2:15pm 2:15-3:45pm 3:45-4:00pm 4:00-5:30pm Regulatory Panel 5:30-5:45pm

9 Level 2 Schedule Wednesday, October 15 Thursday, October 16 Friday, October 17 fast fast fast 8:00-11:30am Shareholders Meeting 8:15-9:45am 8:15-9:15am Professional Edge Feedback Mary Lange 11:30-11:45am 9:45-10:00am 9:15-9:30am 11:45am-1:00pm /Graduation 10:00-11:30am Legal Aspects of Operations David Dixon & Jacob Clifton 9:30-11:30am ing Through Strategic Marketing for Leaders Andy Slipher 12:30-1:30pm Project Management Bill Wade 1:30-1:45pm 1:45-2:45pm Project Management (cont d) Bill Wade 2:45-3:00pm 12:30-1:30pm Compliance Diane Van Gelder & Chris Fennigan 1:30-1:45pm 1:45-2:45pm Compliance (cont d) Diane Van Gelder & Chris Fennigan 2:45-3:00pm 3:00-4:30pm Best Practices: Community Bank Training Mary Lange 3:00-4:00pm Corporate Account Takeover Philip Hinkle 4:30-4:45pm 4:00-4:15pm 4:45-6:00pm 4:15-5:15pm 6:00-6:15pm 5:15-5:30pm

10 BOI 2014 Sponsors PLATINUM 2014 Annual Education Sponsors GOLD GOLD SILVER Schwartz & Associates SILVER BRONZE BRONZE Deluxe Financial Services State Association Sponsors Missouri Independent Bankers Association Independent Community Bankers of Minnesota Community Bankers Association of Oklahoma

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