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NERC2015-Programdraft2.Pdf 1 Keynote Speaker Sponsor Diamond Sponsors 2 Gold Sponsors Silver Sponsors 3 11th Annual TMA Northeast Regional Conference Event and Golf Sponsors Conference Program O'Connell and Aronowitz, PC Registration Summit Financial Resources LP Opening Reception Blackbird Asset Services, LLC Breakfast Bond, Schoeneck & King PLLC Coffee Break LeClairRyan Beverage Cart Freed Maxick CPAs, P.C. Rockland Trust Lunch at the Rail Marquette Business Credit 4 Agenda Wednesday, September 2 10:00 a.m. - 6:00 p.m. Conference Registration Gideon Putnam Hotel 10:00 a.m. - 12:30 p.m. Golf & Tennis Check-In Saratoga Spa Golf Course 11:00 a.m. - Noon Luncheon: Welcome! Saratoga Spa Golf Course 12:30 p.m. - 5:30 p.m. Golf Outing (shotgun start) Saratoga Spa Golf Course 1:00 p.m. - 4:00 p.m. Tennis Tournament Saratoga Golf & Polo Club 6:30 p.m. - 8:30 p.m. Opening Reception Gideon Putnam Hotel With Hors D’Oeuvres and Carving Stations Thursday, September 3 8:00 a.m. - 9:00 a.m. Buffet Breakfast Gideon Putnam Hotel 9:00 a.m. - 10:00 a.m. Panel Gideon Putnam Hotel Current Issues in Lending: Unitranche, Leverage Lending Guidance, & Credit Bidding Thomas Donnelly, Senior Vice President at Webster Bank Garry M. Graber, Partner at Hodgson Russ LLP Marjorie E. Kaufman, Managing Director at Getzler Henrich & Associates LLC 10:00 a.m. - 10:30 a.m. Refreshment Break Gideon Putnam Hotel 10:30 a.m. - 11:45 a.m. Keynote Speaker: Commander Kirk Lippold, USN (Ret) Legendary Commander of USS Cole and Author of Front Burner 11:45 a.m. Adjourn to Saratoga Race Track 1:00 p.m. Post Time at Saratoga Race Track* The Rail Pavilion Tent Barbeque lunch will be served trackside *Track tickets will be limited to the first 65 registrants. A wait list will be compiled. 5 Commander Kirk Lippold, USN (Ret) Legendary Commander of USS Cole Author of Front Burner Commander Kirk Lippold, USN (Ret.) was the Commanding Officer of the USS Cole when it came under a suicide terrorist attack by al Qaeda in the port of Aden, Yemen. During his command, he and his crew distinguished themselves by saving the American war ship from sinking. This event is widely recognized as one of the most brazen acts of terrorism by al Qaeda prior to September 11, 2001. With this unique and invaluable experience, Commander Lippold has briefed over 6,000 military officers, 2,000 federal and state law enforcement officers, and given over 300 presentations on this seminal event in the war on terrorism. Commander Kirk Lippold's assignments prior to the USS Cole included Executive Officer of USS SHILOH, an Aegis-class guided missile cruiser. His department head tour was unique in his assignment to the crew that commissioned USS Arleigh Burke, the Navy's first Aegis guided missile destroyer where he served as the Operations Officer responsible for crew’s training and combat readiness. He had two division officer assignments, which included a tour on USS Yorktown, an Aegis class guided missile cruiser. There, he completed a lengthy seven and a half month deployment to the Mediterranean, where he participated in the Achille Lauro aircraft seizure, Black Sea Freedom of Navigation operations against the Soviet Union, and Attain III combat operations in the Gulf of Sidra off Libya that followed several Libyan sponsored terrorist attacks in Europe. His initial division officer tour was in USS Fairfax County, a tank landing ship, where he completed a deployment to Beirut, Lebanon, in support of the US Marine Corps and the Multinational Peacekeeping Force when terrorists attacked the American Embassy and severely damaged it. Commander Kirk Lippold is a graduate of the US Naval Academy and received his commission in the Navy in 1981. He attended the Navy Postgraduate School from 1987 to 1989 where he received a Masters of Science in Systems Engineering (Joint Command, Control and Communications). He is a 1994 graduate of the United States Army Command and General Staff College and is also a 2001 graduate of the Joint Forces Staff College. He has also served as the Administrative Aide to the Secretary of the Navy. He recently served on the Joint Chiefs of Staff, Directorate for Strategic Plans and Policy (J-5), where he was instrumental in crafting detainee policy for the war on terrorism during its initial stages following the 9/11 attacks. His last assignment was in the International Strategy Division in the Office of the Chief of Naval Operations (N5IS). Commander Kirk Lippold's personal awards include the Defense Superior Service Medal, Legion of Merit (three awards), Meritorious Service Medal (three awards), Combat Action Ribbon, Navy Commendation Medal (two awards), Joint Service Achievement Medal, Navy Achievement Medal (two awards), in addition to various campaign and service ribbons. Currently, Commander Lippold is the president of Lippold Strategies, LLC, a consulting firm specializing in executive leadership development, strategic planning and training programs, and crisis management. Additionally, he serves as Senior Vice President for military policy and strategic development at the public affairs firm Phillip Stutts & Co. He is also the author of Front Burner – Al Qaeda’s Attack on the USS Cole, which recounts the story of Al Qaeda's bombing of his ship on and the continuing ramifications for the war on terror. He recently served on the Board of Directors for Military Families United and is a member of the Board of Advisors for Halo Maritime Defense Systems and the National Security Roundtable. 6 Sponsorship Sponsorship opportunities are still available. Please contact Ralph Aurelia at [email protected] or (203) 377-1527. Registration* Registration Fees include educational sessions, meals, and social functions. Room charges are additional (see below). All registered attendees will receive a TMA name badge at the Conference that must be worn for admittance to all sessions, meals, and social functions. The member registration is for current, active TMA members. If you are not a TMA member, you may join online at turnaround.org. *Conference registration will close Friday, August 28 at midnight. The registration deadline for the Attendee List is August 26. Conference On or before 8/12/15 After 8/12/15 Member $285 $335 Non-Member $365 $415 Spouse $100 $110 Golf $180 $205 Tennis $ 95 $100 Track** $ 40 $50 Track Only** $ 50 $60 ** Track is limited to the first 65 people. A wait list will be compiled. Registration is available online (credit card only) at http://www.turnaround.org/Events/Calendar.aspx?objectID=3702 For those wishing to register by mail (check only), please complete page 8. Registrations cannot be confirmed until the check is received. Please contact Sharon Graber at [email protected] or 716-440-6615 with registration questions. Cancellation Policy The deadline to cancel for a refund is Wednesday, August 26, 2015 at 5:00 PM (the “Cancellation Date”). After the Cancellation Date, no refunds will be granted but substitutions are welcomed. Please consider sending a colleague in your absence, should you need to cancel after the Cancellation Date. There will be no exceptions. Room Reservations Please call the Gideon Putnam Spa Resort at 518-584-3000, quoting the TMA Regional Conference room rate of $183 plus tax and group code 9N69PK. Reservations must be guaranteed with a major credit card and made by August 12, 2015, or before the room block sells out, to take advantage of the discounted room rate. A deposit equal to the first night’s stay is required. Rooms are limited and subject to a first-come, first-serve basis. All changes or cancellations to room reservations must be made with the resort more than 72 hours prior to your scheduled arrival to receive the deposit refund, equal to the first night’s stay. All changes, no-shows, or cancellations received less than 72 hours prior to arrival will be charged the full amount of the reservation. Driving Directions Visit www.gideonputnam.com for detailed driving directions. The closest major airport is Albany, NY. Attire Golf (Men and Women): Collared shirts, sweaters, cotton pants. No cut-offs, tank tops, sandals. Educational Sessions and Networking Events: Business Casual. 7 11th Annual TMA Northeast Regional Conference September 2-3, 2015 Gideon Putnam Spa Resort Saratoga Springs, New York Hosted by the Connecticut, Long Island, New Jersey, New York City, Northeast, and Upstate New York TMA Chapters Registration Form (If registering by mail and paying by check) Name: _____________________________________________________ Name for Badge: ___________________Title: _____________________________ Company: _____________________________________________________ Address: _____________________________________________________ City / State / Zip: _____________________________________________________ Telephone: _____________________________________________________ Email: _____________________________________________________ TMA Chapter: _____________________________________________________ TMA Member # (required) ___________ Golf: Yes ______ No ______ Golf Handicap (required): _________ Conference Registration Fee: $__________ Spouse Fee: $__________ Golf Fee: $__________ Total: $__________ Please mail this registration form along with your check payable to TMA Upstate NY Chapter–Northeast Regional Conference to: Sharon Graber, 57 Middlebury Road, Orchard Park, NY 14127. We look forward to another exciting conference and hope to see you there. 8 11th Annual TMA Northeast Regional Conference September 2-3, 2015 Gideon Putnam Spa Resort Saratoga Springs, New
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