2018 EAST COAST REGIONAL Hershey, PA

SEPTEMBER 23RD ­— 25TH

WWW.FMSPHILA.COM Networking Events Welcome to Hershey SUNDAY, SEPTEMBER 23, 2018 The FMS Philadelphia Chapter welcomes you as we celebrate the chapter’s history, 2:00 p.m. – 5:00 p.m. – Registration accomplishments and commitment to community banking. It is only through the support of our Sponsored by: Global Tax Management, Inc. membership, past and present, that we have been able to accomplish so much over the years.

In great appreciation, we invite you to join us on Sunday, September 23rd in 3:00 p.m. – 6:00 p.m. – Troegs Brewery Visit Fountain Lobby for a Dessert Reception. All participants, their spouse and guests are invited to Sponsored by: The Kafafian Group (transportation will be provided) enjoy a wonderful evening of cocktails, Hershey’s dessert sampler, and a great cheese selection while enjoying music and reacquainting with old friends and forming new relationships as we consider the Chapter’s future and all its promise. 7:30 p.m. – 9:30 p.m. – Dessert Welcome Reception Join us for a wonderful evening of cocktails, Hershey’s dessert sampler, The FMS Philadelphia Chapter is honored to host the 2018 FMS East Coast Regional and a great cheese selection while enjoying music Conference on Sunday, September 23rd to Tuesday, September 25th at The Hotel Hershey. and reacquainting with old friends. This year’s conference features a diverse slate of presenters on a wide range of current topics that are relevant and sure to add value to your organization. The scheduled program The Hotel Hershey Fountain Lobby offers a delightful setting and events of the conference offers one of the best networking forums to community bankers. for their famous dessert and hospitality receptions.

Enjoy All That Hershey Has To Offer

While you’re in town, we encourage you to enjoy all that Hershey has to offer from Hershey Park, Zoo America North American Wildlife Park, Hershey’s World Attraction, MONDAY, SEPTEMBER 24, 2018 , : The Museum on Chocolate Ave, Hershey Trolley Works, to the . Make sure to join us on Monday night for a great evening for the 7:00 p.m. – 10:00 p.m. – Networking Dinner whole family including fun photo opportunities, a chance to test your skills at pin ball, Enjoy the premium bar and delicious selection of food stations skee ball or hoop shot and get up close and personal with the Reese’s Peanut Butter Cup while reconnecting with other FMS guests. and Hershey Bar.

Have the family come up close and personal with the I look forward to welcoming you to Hershey. See you in September! Reese’s Peanut Butter Cup and the Hershey Bar.

Patrick Mulloy, President

Patrick Mulloy RSM US LLP 518 Township Line Road, Suite 300, Blue Bell, PA, 19422 215.648.3226 | [email protected] Conference Agenda TUESDAY, SEPTEMBER 25, 2018

MONDAY, SEPTEMBER 24, 2018 7:00 AM ­— 8:00 AM Breakfast

8:00 AM ­— 8:50 AM The Banking Landscape in a Post-Election Environment 7:00 AM ­— 8:00 AM Breakfast David W. Swartz Stevens & Lee 8:00 AM ­— 8:10 AM Welcome 8:50 AM ­— 9:40 AM Managing Interest Rate Risk in the Current Environment 8:10 AM ­— 8:40 AM What does Washington Have in Store for Us? Tom Bowers Peter Knight ZM Financial Systems FHLBank Pittsburgh 9:40 AM ­— 10:00 AM Coffee Break 8:40 AM ­— 9:30 AM Gaining Valuable New Insight into Your Investment Portfolio Jon Sundberg 10:00 AM ­— 10:50 AM Liquidity Management Tools PFM Asset Management Fred Duncan FHLBank Pittsburgh 9:30 AM ­— 9:50 AM Coffee Break 10:50 AM ­— 11:40 AM Executive Benefits After Tax Cuts & Jobs Act of 2017 9:50 AM ­— 10:40 AM CECL: Fifty Shades of Grey - Evaluating Loss Rate & Non-Loss Rate Methodologies Scott Richardson Assad Faquir IZALE Financial PRISM-The CECL Solution 11:40 AM ­— 12:30 PM CECL - From an ICR Perspective - A Deep Dive Into What You Need To Do! 10:40 AM ­— 11:30 AM Tax Reform Lessons Learned - Banks & Bank Customers Barry Pelagatti Christine Funkhouser RKL LLP Global Tax Management, Inc. 12:30 PM ­— 1:30 PM Lunch 11:30 AM ­— 12:20 PM Cybersecurity Alert – Protecting Your Bank Against Ransomware Attacks Sudhir Kondisetty RSM US LLP

12:20 PM ­— 1:20 PM Lunch

1:20 PM ­— 2:10 PM The Reflationary Boom: Why We Believe the U.S. Can Sustain Economic Growth and a Bull Market in Stocks Against Rising Interest Rates Dan Wontrobski Janney Montgomery Scott, LLC

2:10 PM ­— 3:00 PM Bank Earnings & Valuation Umrai Gill Performance Trust Capital Partners

3:00 PM ­— 3:20 PM Break

3:20 PM ­— 4:10 PM Dare to Compare - Community Bank Core IT Deals vs Large Bank Competitors Aaron Silva Paladin-FS

4:10 PM ­— 5:00 PM What’s New (and Not!) in Stress Testing Jeff Marsico The Kafafian Group Conference Registration

Your Complete To register online, please visit our chapter website: http://www.fmsphila.com/events/2018-east-coast-regional-conference/

Hershey Experience Registration can also be completed via mail using the below form.

Free tickets to the park will be made available on Saturday and Sunday to all registrants. Mr./Mrs./Ms.:

Organization: Title:

Address: Chapter Affiliation:

HOTEL AND TRAVEL INFORMATION City/State/Zip Code.: Officer Designation: Registrants are responsible for making/changing/canceling Email: Asset Size: their hotel reservations. A special block of rooms has been reserved at The Hotel Hershey, 100 Hotel Road, Hershey, PA Phone Number: Spouse/Guest Name: 1. 17033. We encourage you to reserve your room early. You may call The Hotel Hershey at (855) 729-1308 and mention that you are with Financial Managers Society Philadelphia. Badge Name: Spouse/Guest Name: 2. Discount Room Rate of $209 per night.

Early Registration (due by September 1, 2018) $495 Mail your completed registration form along with payment to: Late Registration (after September 1st) and Non-Member $595 Mary Beth Liddle Senior Vice President, $350 Member/Non-Member 1 day only Chief Accounting Officer and Controller THE SPA AT HOTEL HERSHEY Spouse/Guest (Includes Meals, Dessert and Welcome Receptions) $150 P.O. Box 9005 Indulge yourself in pampering during your stay. Quakertown, PA 18951 The Chocolate Spa offers a variety of traditional massages, Yes, I plan on attending the Sunday Night Dessert Reception _____# of guests hydrotherapy, facials and more. Please contact the spa directly to book your appointment: (717) 520-5888 Yes, I plan on attending the Monday Night Welcome Reception _____# of guests Check should be made payable to: Financial Managers Society Philadelphia Chapter Total Amount: $

Refunds and Cancellations GOLF AT THE Requests for refund of registration fees must be made in writing to Mary Beth Liddle, FMS Philadelphia Chapter East Coast Regional Conference Treasurer at P.O. Box 9005, Quakertown, PA 18951, Telephone: (215) 538-5600 x5718, In a legendary setting, which golf icons Ben Hogan and E-mail: [email protected] by September 10, 2018. No refunds will be processed after this date and telephone cancellations Henry Picard once called home, the tradition and challenge will not be accepted. Upon notification, a substitute attendee from your company may attend. All refunds are subject to a $75 of championship golf remains at the heart of the Hershey cancellation fee. It is the attendee’s responsibility to contact the hotel directly to cancel accommodations. experience. Hershey Country Club features award-winning For more information regarding refund, complaint and program cancellation policies, please contact Mary Beth Liddle, courses which are home to prestigious tournaments. Senior Vice President, Chief Accounting Officer and Controller. FMS reserves the right to change instructors or reschedule/cancel Book your tee time by calling (717) 508-1958. sessions if necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of a program.

Registration Confirmation When you register, you will receive a confirmation by e-mail within seven (7) business days.

CPE Credits CONFERENCE ATTIRE Earn up to 13 hours of CPE Credit. Delivery Method: Group Live. Program Level: Update. Prerequisite: None. Business casual attire is appropriate for all events. Since conference rooms are often cool, please bring a sweater or jacket. Advance Preparation: None. Fields of Study: Accounting, Auditing, Finance, and Management Advisory Services. Financial Managers Society Philadelphia Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of OTHER ONSITE AMENITIES... accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered The Hotel Hershey offers an indoor and outdoor pool, fitness center, dining, and shopping. sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Plus, engaging activities that guests of all ages will enjoy! Visit www.thehersheyhotel.com for more information. 37219-2417. Website: www.nasba.org Conference Sponsors

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