New York/ New Jersey Chapter Sponsors 2015 East Coast Regional Conference
East Coast Chapter Members Converge in Atlantic City

FMS Chapter Members from the four east coast Chapters recently gathered in Atlantic City, NJ for the 2015 FMS East Coast Regional Conference. The event was hosted by the NY/NJ Chapter and was held from Sunday, Sep. 20 - Tuesday, Sept. 22, 2015.

The event was attended by 150 Members and guests from the Baltimore, Boston, Philadelphia and NY/NJ Chapters. The Conference offered an extensive program of timely educational sessions geared to the contemporary community banking executive featuring presentations by leading industry specialists. Attendees were also able to experience the gaming opportunities, waterfront views and fine restaurants that Atlantic City has to offer.

Resorts Casino Hotel was the site of the 2015 East Coast Regional Conference.
Bob Mullan from COCC presented an insightful cybersecurity session.
Umrai Gill from Performance Trust Capital Partners presented an informative session regarding risk management.
The event was held at the Resorts Casino Hotel situated on the boardwalk in the center of Atlantic City. The venue offered a magnificent ocean view and also provided convenient access to local shops and sightseeing adventures.

Delegates were treated to an exquisite cocktail reception in the hotel ballroom on Sunday evening sponsored by Atlantic Community Bankers Bank. The reception featured chefs serving gourmet meats, fine fish and an array of carving stations with delectable treats to satisfy any appetite. Following the reception, attendees were able to enjoy dinner at local restaurants or explore the boardwalk.

The formal program began with two sessions on Sunday afternoon. A very contemporary session on cybersecurity was presented by Bob Mullan from Connecticut On-line Computer Center, Inc. Bob discussed the impact that the latest cybersecurity requirements have on bank vendor and management programs.  Vendor Management Best Practices was then presented by Raji Sathappan from the Mercadien Group. The session presented regulatory guidance and risk assessment in the vendor management life cycle as well as tips and tricks that bankers can utilize to improve a bank’s vendor management program.

Following a buffet breakfast on Monday morning, the program featured a full day of quality presentations on executive compensation, investment risk assessment, regulatory guidance, balance sheet and ALCO strategies and cybersecurity. The program continued on Tuesday with an abbreviated schedule that lasted through lunch which allowed many attendees to arrive home by evening.

Aaron Silva, Founder and President of Paladin fs, opened the program and presented informative technology vendor solutions in a session entitled Keeping Pace in Today’s Technology Race.

He presented methods for restructuring a bank’s core IT contracted services to meet the demand for mobile technology, security and compliance as well as customer engagement.John Milne, from MMB Milne Leone LLC presented the ABC’s of accounting for BOLI or bank owned life insurance. He outlined why financial institutions should consider purchasing BOLI, the current regulatory accounting considerations and the types of benefit plans that banks should consider.

The morning program continued with an investment risk session presented by Umrai Gill, Managing Director from Performance Trust. Will Nowik from Wolf & Company followed with a timely cybersecurity session. He provided effective methods for measuring an institution’s readiness and the impact of cybersecurity on a bank’s other risk management programs.

Two investment presentations were presented following lunch. The first featured effective methods for developing a successful ALCO strategy presented by Mark Haberland from Darling Consulting. The second featured Scott Hildenbrand, Chief Balance Sheet Strategist from Sandler O’Neill + Partners who discussed current market trends and provided investment strategies that banks should consider. The final afternoon session featured a regulatory theme presented by Glenn Moyer of The Kafafian Group.

The Tuesday program concluded with four informative sessions presented in a half-day format. An Accounting and Regulatory Update was presented by Sidney Garmong from the accounting firm of Crowe Horwath LLP. Sidney discussed the accounting and financial reporting issues for financial institutions and developments regarding federal banking agencies. Jeff Mazur from PNC Capital Markets discussed Interest Rate Hedging Opportunities for Today’s Banking Environment. P& G Associates presented an overview of ALM risk assessment and ALM model validation concepts and procedures.

The conference concluded with a timely and very informative cybersecurity session presented by Gideon Lenkey from Ra Security Systems while delegates enjoyed a relaxing luncheon.

Photo Galleries

Sunday Sessions/Reception

Monday Sessions/Reception

Tuesday Sessions

Topics and Speakers

The Impact of Cybersecurity on Bank Management Programs

Bob Mullan FMS Photo
Robert Mullan
Vice President
COCC


rmullan@cocc.com
www.cocc.com


Vendor Management Best Practices

Raji Sathappan FMS Photo
Raji Sathappan
Director

Mercadien Group
609 689-9700

rsathappan@mercadien.com
www.mercadien.com

Slide Presentation

Keeping Pace in Today's Technology Race

Aaron Silva FMS Photo
Aaron Silva
President
Paladin FS
877 746-4859 Ext 704

asilva@paladin-fs.com
www.paladin-fs.com

Slide Presentation

Accounting for Executive Compensation and BOLI

John Milne FMS Photo
John Milne
MMB Milne Leone
804 762-7036

www.mmbconsulting.net

Slide Presentation

Are We Receiving Adequate Reward for the Risk We are Taking?

Umrai Gill FMS Photo
Umrai Gill
Managing Director
Performance Trust Capital Partners
312 521-1440

ugill@performancetrust.com
www.performancetrust.com

Cybersecurity: Are You Ready for What's Next?

William Nowik FMS Photo
William Nowik
Principal IT Assurance Services
Wolf & Company, P.C.
617 428-5469

wnowik@wolfandco.com
www.wolfandco.com

Slide Presentation

Empowering Your ALCO for Successful Strategy Development

Mark Haberland FMS Photo
Mark Haberland
Managing Director
Darling Consulting Group
978 463-0400

mhaberland@
darlingconsulting.com
www.darlingconsulting.com

Slide Presentation

Balance Sheet Management:Current Environment Strategies

Scott Hildenbrand FMS Photo
Scott Hildenbrand
Chief Balance Sheet Strategist
Sandler O'Neill + Partners
212 466-7865
shildenbrand@
sandleroneill.com
www.sandleroneill.com

Slide Presentation

How to Love Your Regulator

Glenn Moyer FMS Photo
Glenn Moyer
Senior Advisor
The Kafafian Group
973 229-0300

gmoyer@kafafiangroup.com
www.kafafiangroup.com

Accounting and Regulatory Update

Sydney Garmong FMS Photo
Sydney Garmong
Partner
Crowe Horwath
202 779-9911

sydney.garmong@
crowehorwath.com
www.crowehorwath.com

Slide Presentation

Interest Rate Hedging Strategies for Today's Banking Environment

Jeffrey Mazur FMS Photo
Jeffrey Mazur
Managing Director
PNC Capital Markets
412 762-1469

jeffrey.mazur@pnc.com
www.pnc.com

Slide Presentation

BSA/AML Model Risk Validation

David Lutz FMS Photo
David Lutz
Senior Manager

P&G Associates
877 651-1700

dlutz@pandgassociates.com
www.pandgassociates.com

Slide Presentation

Cybersecurity

Gideon Lenkey FMS Photo
Gideon Lenkey
President
Ra Security Systems
908 246-0634

glenkey@rasecurity.com
www.rasecurity.com


Delegates closely follow the ALCO strategy development session presented by Mark Haberland.
Chapter Officers Steve Feehan (l.) and Brian McCourt enjoy the cocktail hour sponsored by FTN with a Chapter Member.
Chapter Secretary Sal Zerilli (l.), Past Chapter President Andriette Mathews (c.) enjoy the cocktail reception with Bob Meier.
Download Conference Program and Agenda