THE STATE OF THE BANKING INDUSTRY IN WISCONSIN - PANEL DISCUSSION

Moderated by: Kurt R. Bauer, Wisconsin Bankers Association

LEGENDARY SERVICE AT THE RITZ-CARLTON

Jeff Hargett, The Ritz-Carlton Leadership Center

With an unshakeable credo and corporate philosophy of unwavering commitment to service, The Ritz-Carlton has been recognized with numerous awards for being the gold standard of hospitality. Learn The Ritz-Carlton philosophy and core values and how to translate them into high levels of employee and customer engagement and loyalty. An internationally recognized presenter for The Ritz-Carlton Leadership Center, Jeff Hargett has brought the culture of The Ritz-Carlton to over 10,000 people including WBA Bank Executives 2009 keynote speaker Ray Davis and Umpqua Bank.

OUTLOOK FOR THE ECONOMY AND THE BANKING INDUSTRY

James Chessen, Chief Economist and Group Director, American Bankers Association

What will economic conditions mean for banking in the coming months? James Chessen writes on banking issues and appears regularly in the print and broadcast media. He has also testified before Congress and federal regulatory agencies on economic and banking issues.

PREPARING FOR RISING RATES AHEAD - BALANCE SHEET MANAGEMENT STRATEGIES TO CONSIDER NOW!

Frank L. Farone, Managing Director, Darling Consulting Group

Understanding your bank’s balance sheet risk-return tradeoffs has never been more important than it is today. The session will address liquidity, interest rate risk, and capital management issues and the implications for banks currently and prospectively; including related regulatory issues and “hot buttons.” Examples will be utilized to facilitate a “real world” discussion and analysis of strategy alternatives for both asset and liability sensitive institutions. Strategies will include loan pricing/products, deposit pricing/products, investments, wholesale funding alternatives, the risk-return of leverage, interest rate risk hedging, etc. Attend this session for current market strategies that can increase earnings without long-term pain…as well as perspectives on managing the cost-benefit of rising rate readiness initiatives.

Lorrie Keating Heinemann, Wisconsin Department of Financial Institutions

Lunch and WBA Annual Meeting

Awards including 50 and 60-Year Club Recognition

LESSONS FROM TROUBLED BANKS: WHERE THE INDUSTRY GOES FROM HERE

Curtis Carpenter, Managing Director of Sheshunoff & Co.

Curtis Carpenter leads this fast-paced session reviewing the events and lessons learned since the near financial collapse of 2008 and where it appears the industry is heading. With more than 27 years in the financial services industry, he has been quoted as an industry expert in over 100 newspapers and other publications including the Wall Street Journal. Regulatory hot buttons will be examined as well as some practical tips about dealing with regulators. You will leave this session understanding the current status of the industry.

MASTERING THE MEDIA

Merrie Spaeth, Spaeth Communications, Inc.

Learn the secrets to avoid being misquoted, how to handle any question and why the media is a key channel to burnish the industry of banking.

DINNER PROGRAM: A VIEW FROM WASHINGTON

Chris Wallace, FOX News

Political speaker Chris Wallace, shaped by his years of experience and by his keen awareness of current events, provides audiences with a unique, behind the headlines perspective on the latest issues in Washington. Currently the host of FOX News Sunday, political speaker and best selling author Mr. Wallace has been in the media presence for years, also serving as a journalist for ABC News, a senior correspondent for PrimeTime and 20/20, and a White House correspondent and anchor on NBC News’ premier Sunday talk show, Meet the Press.

WBA SILVER TRIANGLE NIGHT CAP RECEPTION – INVITATION ONLY

Members of the WBA Silver Triangle Club will have an opportunity to meet with Chris Wallace. For more information about becoming a member of the WBA Silver Triangle Club, contact the WBA Government Relations Staff.

Terry Saber, Director, Strategic Advisory Services, Wipfli LLP

Weathering the lingering storm clouds and emerging an opportunist is not idealistic thinking! It can be a reality for many Wisconsin banks! An organization’s leadership along with its ability to execute strategy are arguably the most significant factors in determining an institution’s demise or rise to success. Join industry leader Terry Saber as she shares impassioned insight on the leadership lessons of the past eighteen months.

J. Michael Beird, Director of Banking, J.D. Power and Associates®

Banks and their customers have been challenged more during the last two years than at any other time in recent memory. Consumer attitudes and concerns about the industry are reflected in steadily declining brand image and overall satisfaction scores. In order to change these trends and improve customer experience, it is important for banks to focus and prioritize on the activities that matter most for customer satisfaction. This presentation will cover the key takeaways from J.D. Power and Associates' recent studies and what bankers can do to improve customer satisfaction and loyalty.

Walter Bond, Former Professional Basketball Player and “Mr. Accountability” Motivational Speaker

Walter Bond, known as Mr. Accountability, is a former NBA athlete who will tell his amazing story of his climb to the NBA and how he learned leadership principles from his high school principal; who was also his dad. In this session you will learn the dangers of micro-managing, the equity of words and how to create a culture of accountability and ownership. Bankers across the country have enjoyed this program and you will be greatly impacted and equipped to lead your respective banks through such a challenging time.

REGISTER YOUR TEAM TODAY:
$475*/$495 per person for the first two Team Members
$395 per person for three or more from your bank
Registration includes: all sessions and meal functions on Monday, Tuesday and Wednesday; conference notebook and entrance to the WBA Marketplace on Monday and Tuesday.

*Early bird registration price

OUTSIDE DIRECTOR REGISTRATION:
$395 per Director
A cost effective way for your outside directors to receive valuable training in a condensed time frame by attending the WBA Bank Executives Conference on Tuesday and Wednesday.

Includes all of the general sessions, lunch program and reception/dinner and speakers on Tuesday and the breakfast program on Wednesday.

INDIVIDUAL MEAL FUNCTION (FOR GUESTS ONLY):
Tuesday:
WBA Annual Meeting Luncheon Program: $35

Reception/Dinner and Program: $95
Speaker: Chris Wallace, FOX News

Wednesday:
Breakfast and Program: $55
Speakers: - Terry Saber, Wipfli LLP
- J. Michael Beird, J.D. Power & Associates®
- Walter Bond, Former Professional Basketball Player and “Mr. Accountability” Motivational Speaker

February 08 - 10, 2010

Make Your Room Reservation Today - Call (800) 558-8222

Please contact the hotel directly and identify yourself as an attendee of the WBA Bank Executives Conference.

This special room rate cannot be guaranteed after January 10, 2010.

Standard Room - Single/Double - Rate $144.00

Photos courtesy of Greater Milwaukee Convention & Visitors Bureau.