2015 Massachusetts Bankers Association Annual Convention April 30 through May 3 Fairmont, Southampton, Bermuda The Annual Convention of the Massachusetts Bankers Association will be held in cooperation with the Rhode Island Bankers Association from Thursday, April 29 through Sunday, May 3, at the Fairmont, Southampton, Bermuda. The Program The convention serves as a major activity of the Association for banker/director education, as well as grassroots networking among our member institutions and Associate members. Our preliminary program includes nationally recognized authorities addressing vital issues affecting the financial services industry in Massachusetts, New England and the national level. This year we have developed the most timely program, with topics relevant to your bank as well as the local/global economy. Highlights Include Brian Krebs (Invited) From the “control room” in his Virginia home, Brian Krebs is exposing some of the world’s largest data breaches and the hackers behind them. The former Washington Post journalist now reports independently for his cybersecurity blog, Krebs On Security, and is considered to be a leading authority on data breaches and cybercrime. Through Krebs On Security, Krebs was the first to break the news of major data breaches at a string of retailers over the past year, including Target Corp., Neiman Marcus, Michaels, Sally Beauty, P.F. Chang’s, Dairy Queen, Jimmy John’s, Goodwill and — most recently — the card breaches at Home Depot and Kmart. Prior to founding KrebsOnSecurity, Mr. Krebs worked as a reporter for The Washington Post from 1995 to 2009, authoring more than 1,300 blog posts for the Security Fix blog, as well as hundreds of stories for WashingtonPost.com and The Washington Post newspaper, including eight front-page stories in the dead-tree edition and a Post Magazine cover piece on botnet operators. Mr. Krebs is also the author of the book Spam Nation: The Inside Story of Organized Cybercrime. Jim Olson Professor Olson is a Senior Lecturer at the Bush School, where he teaches courses on intelligence, national security, and international crisis management. He served for over 25 years in the Directorate of Operations of the Central Intelligence Agency, mostly overseas in clandestine operations. In addition to several foreign assignments, he was Chief of Counterintelligence at CIA headquarters in Langley, Virginia. Professor Olson has been awarded the Intelligence Medal of Merit, the Distinguished Career Intelligence Medal, the Donovan Award, and several Distinguished Service Citations. Professor Olson is the author of Fair Play: The Moral Dilemmas of Spying. Professor Olson takes you inside the real world of being a CIA spy. He explains how the global war on terror affects everyone, how the United States remains vulnerable within its borders and how U.S. intelligence offers to protect the country and its vital interests. Richard Picciotto The highest-ranking firefighter to survive the World Trade Center collapse, and the last fireman to escape the devastation, Richard “Pitch” Picciotto was on a stairwell between the sixth and seventh floors of the North Tower when it collapsed on September 11, 2001. An FDNY battalion commander, his is the harrowing true story of an American hero, a man who thought nothing of himself and gave nearly everything for others during one of our nation’s darkest hours. Mr. Picciotto tells an outspoken account of that indelible day, shaking and inspiring audiences to the core. His book, Last Man Down, is a tribute to the 343 firefighters and 2,400 civilians who died in the rubble that surrounded him on that day. It is a heartfelt remembrance of a day of infamy and profound humanity. The book was an immediate New York Times bestseller upon its release in May 2002. Eric Rosengren (Invited) Eric Rosengren has been president and chief executive officer of the Federal Reserve Bank of Boston since July 2007. Previously he headed the Bank’s supervision, regulation, and credit group, and was active in domestic and international regulatory policy. He joined the Bank in 1985 as an economist in the research department, with a B.A. from Colby College and an M.S. and Ph.D. from the University of Wisconsin, Madison. He has written extensively on macroeconomics, international banking, bank supervision, and risk management; including articles in leading economics and finance journals. Much of his recent research has focused on how problems in the financial sector impact the real economy. He is a director of the United Way, a trustee of Colby College, and a member of advisory boards at Colby College and the University of Wisconsin. Dr. Rosengren will discuss the economic and financial outlook for the New England economy. Marci Rossell Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. She served as the popular Chief Economist for CNBC. Prior to her career in broadcast journalism, Marci served as Corporate Economist and Investment Spokesperson for OppenheimerFunds, one of the nation’s largest mutual fund companies. Before moving to Wall Street, she was an expert witness for Deloitte and Touche in court cases involving economic issues. Marci began her career as an economist with the Federal Reserve Bank of Dallas. She currently serves as a senior economic advisor to Delphin Investments, an investment firm based in Stamford, CT. She brings a world of experience-from Main Street to Wall Street-when discussing the U.S. economy, international events and movements in capital markets. Directors Session A special meeting will be dedicated to key issues relevant to Trustees and Directors. (A special $150 convention discount will be provided to all MBA Director Certificate Graduates.) • Special bank specific breakout sessions will also be featured as an important part of this year’s program. We will offer practical hands on financial management and technical issues that will bring immediate value to your institution. A complete agenda will be mailed when program arrangements are complete. Special Events A shotgun golf tournament will be held at the Port Royal Golf Course on Thursday, April 30 at 8:30 a.m. Ranked among the world’s best public golf courses by Golf Digest and named Bermuda’s finest course by the New York Times, Port Royal hosts the PGA Grand Slam of Golf and features 18 championship holes over 6,842 manicured yards, the longest and most picturesque course in all of Bermuda. Designed by world-renowned architect Robert Trent Jones Sr. in 1970, Port Royal has recently undergone a $14.5 million renovation by original design team member Roger Rulewich. Proceeds from the event will help support MBA’s Charitable Foundation and the Mass Bankers PAC. Please see the enclosed golf registration information. The Fairmont Southampton is perched on Bermuda’s stunning south shore on the island’s highest point. Comprising nearly 100 acres, the AAA Four Diamond Award property is sure to please all guests. You can relax beneath an umbrella at the Beach Club, hit the links for a round of golf, enjoy a friendly tennis match, snorkel your way around the reefs, peruse the shops , or enjoy award-winning cuisine at any of the hotel’s six restaurants. On Thursday evening, we will host the welcome reception and dinner beach side. Set on The Fairmont Southampton’s beach and beach terrace. As you enter, you will be serenaded by the sounds of the local music. Dress is casual. On Friday afternoon we will be bringing back the MBA Tennis Tournament at the Fairmont’s 6 hard-court, beach-front courts. You are sure to enjoy some good exercise and a fun time during this round-robin tournament. Please see the enclosed tennis registration information. On Saturday evening, we will close the convention with “A Taste of Bermuda” on the Great Sound Lawn. The evening will feature traditional Bermudian food and activities. Dress is resort casual, feel free to wear your traditional Bermuda attire! Registration Information Registration fee includes airport transfers, a light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday, entertainment, business meetings speaker expense, breaks, printing, supplies and AV rentals. The spouse/ guest fee includes a light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday, and entertainment. As required by IRS reporting rules, the Association is once again allocating the expenses of the Annual Convention to reflect the actual cost to banker/associate members. For your information, 60 percent of the banker/associate member fee is for meals and entertainment. Dress code for convention is Resort Casual, Men – slacks, collared shirts. Ladies – dresses, skirts and blouses, pants Before the Convention, be sure to join the Fairmont President’s Club. Members receive complimentary wireless internet access in your guest room, use of the fitness center and use of the BMW bicycles. You must enroll in the Fairmont President’s Club PRIOR to arriving to be eligible for the benefits during that stay. Enroll at www.fairmont.com/fpc/enroll Passports Required for Travel to Bermuda If you have any questions about the program, please call me at the Association office at 617.502.3807. For accommodations information, please call Heidi Sharry at Quinwell Travel at 800.498.5586. Sincerely, Meghan McCarthy Manager, Education MASSACHUSETTS BANKERS ASSOCIATION ANNUAL CONVENTION 2015 Convention Registration Fairmont, Southampton, Bermuda April 30 – May 3, 2015 1. CONVENTION REGISTRATION FORM: Convention Package Includes: Hotel accommodations for 3 or 4 nights in the room type selected, taxes, gratuities, roundtrip transfers from the airport to the hotel, light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday, entertainment, business meetings speaker expense, breaks, printing, supplies and AV rentals. The spouse/guest fee includes the cost of the light lunch on Thursday, receptions and dinners Thursday and Saturday, continental breakfasts Friday and Saturday, and entertainment. We have a limited number of rooms available immediately prior to and after the regular convention dates. Additional nightly room rates are listed below. Requested room types will be accommodated on a first come – first serve basis. 2. HOTEL ROOM RESERVATIONS - FAIRMONT, SOUTHAMPTON - BERMUDA. WE ARE PLEASED TO OFFER FIVE DIFFERENT ROOM TYPES AT THE FAIRMONT. FAIRMONT ROOM – Located throughout the hotel these rooms are spacious and are generally located on one of the lower floors of the hotel. They may overlook the harbor, pool area, golf course or more likely the roof and parking lot. FAIRMONT DELUXE HARBOR VIEW ROOM – Deluxe rooms overlook the harbor with Somerset and Hamilton in the distance. FAIRMONT DELUXE OCEAN VIEW ROOM – Deluxe ocean view rooms are located in the front of the hotel and look out over the golf course with views of the ocean. Some rooms may have pool views or views of Gibbs Hill Lighthouse. FAIRMONT GOLD HARBOR VIEW ROOM – Signature Gold rooms are located on the sixth floor and can face the harbor or Gibbs Hill Lighthouse. Includes Gold Level amenities. FAIRMONT GOLD OCEAN VIEW ROOM – Signature Gold rooms are located on the sixth floor and can face the ocean, the harbor or Gibbs Hill Lighthouse. Includes Gold Level amenities. ROOM TYPE FAIRMONT ROOM BANKER/ASSOCIATE FEES – 4 NIGHT PACKAGES REGISTRANT W/SPOUSE OR GUEST $4240.00 SINGLE REGISTRANT $3313.00 BANKER/ASSOCIATE FEES – 3 NIGHT PACKAGES REGISTRANT W/SPOUSE OR GUEST $3810.00 SINGLE REGISTRANT $2906.00 DELUXE HARBOR DELUXE OCEAN GOLD HARBOR $4372.00 $3445.00 $4548.00 $3621.00 $5092.00 $4153.00 $5308.00 $4373.00 $3909.00 $3005.00 $4041.00 $3137.00 $4449.00 $3536.00 $4611.00 $3701.00 EXTRA NIGHT RATE (PER ROOM NIGHT) TAX AND GRATUITY. RATES ARE LISTED AS SINGLE/DOUBLE. $407/$430 $440/$463 $484/$507 $617/$643 GOLD OCEAN VIEW $672/$697 MBA Director Certificate Graduate ($150 Discount) 3. REGISTRANT INFORMATION Please indicate your ARRIVAL DATE _______/_________ Please indicate your room type preference: DEPARTURE DATE ________/__________ ___ King Bed Room ____Two Double Beds Banker/Associate Member Name _____________________________ Title ____________________________ Spouse or Guest Name ______________________________________________________________________ BANK/COMPANY/ORGANIZATION _____________________________________________________________ Address _________________________________________________________________________________ City _____________________________ State _________________ Zip ______________________________ Business Phone _______________________________ Fax ________________________________________ Email Address _____________________________________________________________________________ 4. DEPOSIT/PAYMENT INFORMATION A deposit of $750.00 per person is required with your completed registration form. Full payment will be required by March 1, 2015. If paying by credit card your deposit will be charged upon receipt of registration, and the balance will be charged to your credit card on or about March 1, 2015. We will send confirmation receipt via email with balance due. Credit Card Payment: □ Mastercard □ VISA □ American Express Card Number ___________________________________________Expiration Date ______________CID Code ___________ Signature of Card Holder __________________________________________ Date ________________________________ If paying by Check: Make Checks Payable to: MASSACHUSETTS BANKERS ASSOCIATION Mail payment to: Quinwell Travel Service 277 Linden Street, Suite 207 Wellesley, MA 02482 Fax Registration to: FAX: 781-235-1055 Phone: Toll Free 800-498-5586 or 781-235-4900 5. AIRLINE INFORMATION Roundtrip airfare is based on the group flights listed below. Any deviations from these flights may result in a different airfare. Please contact Quinwell Travel at 800-498-5586 for all of your travel needs and flight options. You also have the option of purchasing flights on your own. We have a limited number of seats available in connection with the convention package via non-stop Jet Blue flights departing from Boston. These are assigned on a first-come first-serve basis. If your plans require an alternative flight schedule, please contact our office and ask for Heidi Sharry and she will be pleased to assist you with flight arrangements. We will make every effort to accommodate your special requests at the most economical prices available. Passports are required to fly to Bermuda. Passports must be valid for at least 6 months after intended date of return from Bermuda. CONVENTION FLIGHT SCHEDULE FROM BOSTON TO BERMUDA: Airfare Per Person $501.80 Delta 561 29APRIL BOSTON to BERMUDA 8:00am – 11:00am Delta 560 03MAY BERMUDA to BOSTON 12:09pm – 1:20pm Or Airfare Per Person $615.80 Delta 561 30APRIL BOSTON to BERMUDA 8:00am – 11:00am Delta 560 03MAY BERMUDA to BOSTON 12:09pm – 1:20pm *TSA Requirements: Full Name as it appears on Passport and Date of Birth Name: Date of Birth: _ FF# __________________________________ Name: Date of Birth: _ FF# __________________________________ If you would like us to make alternative travel plans, please provide us with a brief description of your request for travel and we will contact you with your available options. Departure From _________________________ Date___________________ Time__________ Return To ______________________________ Date___________________ Time __________ Additional requirements ______________________________________________________________________ *Please note if you plan on participating in the golf tournament you need to arrive in Bermuda on Wednesday, April 29. FOR ADDITIONAL INFORMATION, OR ASSISTANCE WITH OPTIONAL TRAVEL PLANS PLEASE CALL 800-498-5586 CANCELLATION POLICY: Within 60 days prior to arrival each guest room will be charged at two night’s room revenue and a $200.00 per person will be retained for expenses incurred, except that within 45 days prior to arrival each room will be charged for the entire stay and the full convention package will be forfeited. Changes and revision to reservations after receipt will result in a $100.00 change/revision fee. The right to waive these fees are the exclusive right of the Massachusetts Bankers Association. Air tickets are non-refundable once purchased. Port Royal Golf Course April 30, 2015 8:30 a.m. Shotgun Start The Massachusetts Bankers Association will host a Golf Tournament at the Falls Golf & Country Club in conjunction with this year’s Annual Convention. Please join us for a fabulous day of golf to support the Mass Bankers PAC and Charitable Foundation. Ranked among the world’s best public golf courses by Golf Digest and named Bermuda’s finest course by the New York Times, Port Royal features 18 championship holes over 6,842 manicured yards, the longest and most picturesque course in all of Bermuda. Designed by world-renowned architect Robert Trent Jones Sr. in 1970, Port Royal has recently undergone a $14.5 million renovation, a complete makeover spearheaded by original design team member Roger Rulewich in preparation for the 2009/2010 PGA Grand Slam of Golf. Proceeds from the event will help support MBA’s Charitable Foundation and the Mass Bankers PAC. Please see the enclosed golf registration information. The greens fee for golf is $255.00 for the round (including cart rental, breakfast and transportation) and a *$100 contribution to the Massachusetts Bankers PAC. We will start the morning off at 7:30 a.m. breakfast for all golfers followed by a shotgun start at 8:30 a.m. All payments must be received by April 22th in order to play. Golf Fee: $255.00 Per Person Golfer Name(s) *PAC Contribution $100.00 Per Person Handicap ________ ________ ________ ________ Rental Clubs Right Left Bank/Company Address City _________________________________State ___________ Zip Phone _________________________________Fax Golf greens fees and cart rentals may be paid by credit card or check. If you require club rentals the fees must be paid directly to the clubhouse prior to your round of golf *The Mass Bankers PAC fee must be paid separately by personal check or personal credit card. Please make the check payable to the Massachusetts Bankers PAC and mail with registration directly to: Mass Bankers PAC One Washington Mall, 8th Floor Boston, MA 02108 OR I certify that this is a personal credit card paying the $100.00 PAC Fee American Express Visa MasterCard Discover Credit Card Number: ________________________________Expires: ____________ CID #________ Signature: __________________________________________________ Date: ___________________ This is for Greens Fees only $255.00. American Express Visa MasterCard Discover Credit Card Number: ________________________________Expires: ____________ CID #________ Signature: __________________________________________________ Date: ___________________ Massachusetts Bankers Association Annual Convention Tennis Tournament Friday, May 1, 2015 2:00 p.m. $55/per person Name___________________________________________________________________________________ Organization_____________________________________________________________________________ Address_________________________________________________________________________________ City _________________________________State ___________________ Zip_________________________ Phone ________________________________________Fax________________________________________
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