1. finance
2. bank

2015 - 22
March 19, 2015
TO THE CHIEF EXECUTIVE OFFICER
OR INDIVIDUAL ADDRESSED
CEO, CEO+, CFO, COO,
Compliance, Risk Management,
Technology, Associate Members
RE: 2015 Director & Senior Officer Symposium
Tuesday, May 19, 2015 - Aqua Turf Club, Plantsville, CT
We are pleased to announce the 2015 Director & Senior Officer Symposium will be held on Tuesday, May 19,
2015. As in past years, the meeting will be held at the Aqua Turf Club, Plantsville, CT. The speaking program
will commence at 2:30 p.m. and conclude at approximately 5:00 p.m. A reception immediately follows the
presentation and dinner service will commence at 5:45 p.m. with a 7:00 p.m. adjournment anticipated.
SYMPOSIUM OVERVIEW
CBA Chairman Steve Reilly will preside over the program, which features three presentations. As with past
Symposiums, the topics have been chosen to provide bank directors and senior officers with the most up-todate information on regulatory developments and current trends in the financial services industry in an effort
to aid them in their ongoing business planning decisions.
SCHEDULE
2:00 p.m.
Registration Desk Opens
Coffee, tea and soda available
2:30 p.m.
Welcome
Stephen P. Reilly, Chairman, Connecticut Bankers Association
President & CEO, Northwest Community Bank
2:45 p.m.
“Connecticut Update”
NEW Banking Commissioner Jorge Perez
3:00 p.m.
“The Road Ahead: Five Questions For Bank CEOs and Directors”
Richard J. Parsons, Banking Industry Analyst and Author of Broke: America’s Banking System
Break
3:45 p.m.
4:00 p.m.
“Charting the Course Through Demographic Change”
Kenneth W. Gronbach, President of KGC Direct, LLC
5:00 p.m.
Reception
5:45 p.m.
Dinner
KEYNOTE SPEAKER SPONSORSHIP
RECEPTION - HORS D ’OEUVRES
TABLE WINE
RECEPTION - BEVERAGES
REGISTRATION REFRESHMENTS
SPEAKERS
Our first presenter is Banking Commissioner Jorge Perez, who will provide our attendees with a “Connecticut
Update”. Commissioner Perez was newly appointed Commissioner of the Connecticut Department of Banking in
March 2015. He began his career with Sovereign Bank and most recently at Liberty Bank in Middletown, CT. As
Banking Commissioner, he has jurisdiction over Connecticut’s laws pertaining to commercial banks, savings
banks, savings and loan associations, credit unions, consumer credit, broker-dealers, investment advisers,
securities, tender offers and business opportunities. He oversees the supervision of 38 state-chartered banks
and thrifts and 30 state-chartered credit unions and heads a department with over 100 employees.
Next, Richard J. Parsons, Banking Industry Analyst and Author of Broke: America’s Banking System. Using his
deep industry experience and unique approach to bank research, Parsons explains why the U.S. banking system
has suffered nearly 3,500 bank failures over the past three decades. As a banker with over 30 years of
experience, he offers common sense solutions to fix deep-rooted problems that have plagued the industry for
generations. As a national speaker Parsons talks about the future of banking. He addresses the macro forces
shaping the future of commercial banking. In his presentations Parsons examines the critical factors that
determine bank profitability and ultimately the future of individual banks and the industry. Prior to writing and
speaking about the banking industry, Parsons spent more than 31 years at Bank of America where he was an
executive vice president and member of the Management Operating Committee.
Finally, joining us is Kenneth W. Gronbach is president of KGC Direct, LLC and author of the current best-selling
book "The Age Curve: How To Profit from the Coming Demographic Storm". Ken is an internationally respected
demographer who has been able to forecast societal, commercial, economic, cultural and political phenomena
with uncanny accuracy. Ken’s unusual blend of marketing savvy and common sense demography, based on
twenty years of proprietary demographic study, set him apart. Ken keynotes all over the United States and does
customized demographic research. You will find that Ken’s steadfast position, that the United States is the best
Nation on earth and his firm belief that the country’s best days are ahead, season his spirited presentations with
an unmistakable pro-American enthusiasm.
REGISTRATION INFORMATION
The enclosed registration form should be completed and returned to the Association office no later than Tuesday, May
12, 2015. Fees to attend are listed on the attached registration form. The fee includes all program materials,
refreshments, reception, dinner and applicable State sales tax. For credit card payments and faster registration,
please register online. If you cannot register online, you may complete this form and fax to our secure fax line (860)
677-5066. We cannot accept registrations with credit card payments via unsecure emails. All registrants will be billed
regardless of their attendance.
CONTINUING EDUCATION CREDITS
In accordance with the rules and guidelines of the Connecticut State Board of Public Accountancy, the 2015 Director &
Senior Officer Symposium may be worth 2 hours of Continuing Professional Education (CPE) credits. The Symposium
has not been pre-approved for credit. The field of study for this course is Banking. Attendees interested in receiving a
confirmation of attendance memo from the CBA should leave their business cards with staff at the registration desk.
SYMPOSIUM SEATING
Since this program historically attracts approximately 275 attendees, the Association will pre-seat the meeting and
dinner. Bank delegations will be seated together whenever possible. For Associate Members wishing to be seated with
a particular bank/client, please indicate your preference in the space provided on the registration form. We will make
every attempt to honor your seating requests, but they are not guaranteed.
We look forward to greeting your Directors, Trustees, members of your senior staff and you on Tuesday, May 19th.
Should you have any questions regarding the meeting or registration procedures, please do not hesitate to contact the
Association office.
Sincerely,
L. ROBERT TOFFEY
Education Coordinator
Enclosures
CONNECTICUT BANKERS ASSOCIATION
MEETING REGISTRATION FORM
10 Waterside Drive, Farmington, CT 06032-3083
Telephone: (860) 677-5060
Fax: (860) 677-5066
TITLE:
2015 Director & Senior Officer Symposium
PROGRAM TIME:
Program/Dinner: 2:30 p.m. – 7:00 p.m.
DATE:
Tuesday, May 19, 2015
LOCATION:
Aqua Turf Club, Plantsville, CT
REGISTRATION TIME:
Registration 2:00 p.m.
REGISTRATION DEADLINE:
Tuesday, May 12, 2015
FULL NAME (please print)
NICKNAME
TITLE
EMAIL*
________________________
______________________
___________________________
_____________________________
DINNER NUMBER
(Options Below)
______________
________________________
______________________
___________________________
_____________________________
______________
________________________
______________________
___________________________
_____________________________
______________
________________________
______________________
___________________________
_____________________________
______________
________________________
______________________
___________________________
_____________________________
______________
Dinner Options: 1.) Prime Rib
2.) Baked Stuffed Shrimp
3.) Vegetarian Lasagna
4.) Gluten Free
Company:
Address:
Completed by:
E-mail:
REGISTRATION FEES – CBA Member/Associate Member
REGISTRATION FEES – Non-member
Meeting/Dinner: $195.00/person x
Person(s) = $
Meeting/Dinner: $390.00/person x
Person(s) = $
Meeting Only: $135.00/person x
Person(s) = $
Meeting Only: $270.00/person x
Person(s) = $
Confirmation sent if Email address is provided above
Confirmation sent if Email address is provided above
The fee includes all program materials, refreshments, dinner and
applicable State sales tax.
The fee includes all program materials, refreshments, dinner and
applicable State sales tax.
ASSOCIATE MEMBERS
Please provide client’s name for seating
requests (depending upon space availabilty)
PAYMENT METHOD
2015 DIRECTOR & SENIOR OFFICER SYMPOSIUM
Please select method of payment:
 Check
 Visa
 MasterCard
Card Number:
Amount:
 American Express

Online
Exp. Date:
$
Security Code: (3 digits on back of card)
Billing Address:
City/State/Zip:
Cardholder Signature:
~~ Please make checks payable to: Connecticut Bankers Association ~~
MEMBERSHIP
CBA Member: A banking institution who is a regular member of the Association. Also includes Associate Members (a corporation, association
or individual not eligible for regular membership, who has applied and been accepted for Associate Membership.)
Non Member: A banking institution who is not a current regular member of the Association. Also includes a corporation, association or individual
who is not a current Associate Member.
REFUND/CANCELLATION POLICY
Refunds:
No refunds will be made for cancellations received within three business days of the program.
Cancellations:
A $45.00 per person cancellation fee will be charged
Substitutions:
Registrants may send a substitute to the program without loss of program fees. Please call in advance
whenever possible.
Non-Attendees:
Registrants who do not attend the scheduled program will not receive a refund of program fees, but may
request program materials.
DIRECTIONS TO THE AQUA TURF CLUB, PLANTSVILLE, CT
556 Mulberry Street, Plantsville, CT 06479
860.621.9335
From Hartford:
I-84 West to Exit 29 (left hand exit). At the end of the exit, there will be a light. Go straight onto Mulberry
St. Go straight approximately 1 mile, you go through several stop signs. The Aqua Turf Club will be on
your right.
From New Haven:
I-91 North or the Merritt Parkway to Rt. 691 West towards Waterbury. Take Exit 4 (Southington). Take a
right at the end of the exit. At the bottom of the hill (McDonald’s is on the corner), take a right onto South
End Rd. Follow until you come to Mulberry St. on the left, the Aqua Turf is on Mulberry St. approximately
¼ mile on your left.
From Waterbury/
Danbury:
I-84 East to Exit 28. Take a right onto Route 322. Go straight, under second underpass take a left at the
car wash onto Old Turnpike Rd. At first stop sign, turn right onto Mulberry St. The Aqua Turf is a ½ mile on
your right.