EAST COAST REGIONAL

SEPTEMBER 23RD — 25TH

2018Hershey, PA

WWW.FMSPHILA.COM

The FMS Philadelphia Chapter welcomes you as we celebrate the chapter’s history, accomplishments and commitment to community banking. It is only through the support of our 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 the Hotel Hershey Fountain Lobby for a Dessert Reception. All participants, their spouse and guests are invited to 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.

The FMS Philadelphia Chapter is honored to host the 2018 FMS East Coast Regional Conference on Sunday, September 23rd to Tuesday, September 25th at The Hotel Hershey. 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 and events of the conference offers one of the best networking forums to community bankers.

Welcome to Hershey

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 Chocolate World Attraction, Hershey Gardens, The Hershey Story: The Museum on Chocolate Ave, Hershey Trolley Works, to the Hershey Theatre. Make sure to join us on Monday night for a great evening for the whole family including fun photo opportunities, a chance to test your skills at pin ball, skee ball or hoop shot and get up close and personal with the Reese’s Peanut Butter Cup and Hershey Bar.

I look forward to welcoming you to Hershey. See you in September!

Patrick Mulloy, President

Enjoy All That Hershey Has To Offer

Networking Events

SUNDAY, SEPTEMBER 23, 2018

1:00 PM – 4:00 PM – Eagles Tailgate Party

in the Milton Hershey Suite (Room 332)

2:00 PM – 5:00 PM – Registration

Sponsored by: Global Tax Management, Inc.

3:00 PM – 6:00 PM – Troegs Brewery Visit

Sponsored by: The Kafafian Group (transportation will be provided)

7:30 PM – 9:30 PM – Dessert Welcome Reception

Join us for a wonderful evening of cocktails, Hershey’s dessert sampler, and a great cheese selection while enjoying music

and reacquainting with old friends.

The Hotel Hershey Fountain Lobby offers a delightful setting for their famous dessert and hospitality receptions.

MONDAY, SEPTEMBER 24, 2018

7:00 PM – 10:00 PM – Networking Dinner

Enjoy the premium bar and delicious selection of food stations while reconnecting with other FMS guests.

Have the family come up close and personal with the Reese’s Peanut Butter Cup and the Hershey Bar.

Patrick MulloyRSM US LLP

518 Township Line Road, Suite 300, Blue Bell, PA, 19422215.648.3226 | Patrick.Mulloy@rsmus.com

Conference Agenda

Breakfast Sponsored by: Fiserv

7:00 AM — 8:00 AM

The Banking Landscape in a Post-Election EnvironmentDavid W. SwartzStevens & Lee

8:00 AM — 8:50 AM

Coffee Break Sponsored by: Abacus I.T.

9:40 AM — 10:00 AM

Managing Interest Rate Risk in the Current EnvironmentTom BowersZM Financial Systems

8:50 AM — 9:40 AM

Liquidity Management ToolsFred DuncanFHLBank Pittsburgh

10:00 AM — 10:50 AM

Executive Benefits After Tax Cuts & Jobs Act of 2017Scott RichardsonIZALE Financial

10:50 AM — 11:40 AM

CECL - From an ICR Perspective - A Deep Dive Into What You Need To Do!Barry PelagattiRKL LLP

11:40 AM — 12:30 PM

Lunch12:30 PM — 1:30 PM

TUESDAY, SEPTEMBER 25, 2018MONDAY, SEPTEMBER 24, 2018

Cybersecurity Alert – Protecting Your Bank Against Ransomware AttacksSudhir KondisettyRSM US LLP

Breakfast Sponsored by: COCC

7:00 AM — 8:00 AM

Welcome8:00 AM — 8:10 AM

What Does Washington Have in Store for Us?Peter KnightFHLBank Pittsburgh

8:10 AM — 8:40 AM

8:40 AM — 9:30 AM

Coffee BreakSponsored by: Abacus I.T.

9:30 AM — 9:50 AM

9:50 AM — 10:40 AM CECL: Fifty Shades of Grey - Evaluating Loss Rate & Non-Loss Rate MethodologiesAssad FaquirPRISM-The CECL Solution

10:40 AM — 11:30 AM Tax Reform Lessons Learned - Banks & Bank CustomersChristine FunkhouserGlobal Tax Management, Inc.

11:30 AM — 12:20 PM Dare to Compare - Community Bank Core IT Deals vs Large Bank CompetitorsAaron SilvaPaladin-FS

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 RatesDan WantrobskiJanney Montgomery Scott, LLC

2:10 PM — 3:00 PM Bank Earnings & ValuationUmrai GillPerformance Trust Capital Partners

3:00 PM — 3:20 PM BreakSponsored by: Abacus I.T.

3:20 PM — 4:10 PM

4:10 PM — 5:00 PM What’s New (and Not!) in Stress TestingJeff MarsicoThe Kafafian Group

Gaining Valuable New Insight into Your Investment PortfolioJon SundbergPFM Asset Management

CONFERENCE ATTIRE Business casual attire is appropriate for all events. Since conference rooms are often cool, please bring a sweater or jacket.

OTHER ONSITE AMENITIES... The Hotel Hershey offers an indoor and outdoor pool, fitness center, dining, and shopping.

Plus, engaging activities that guests of all ages will enjoy! Visit www.thehersheyhotel.com for more information.

HOTEL AND TRAVEL INFORMATION Registrants are responsible for making/changing/canceling their hotel reservations. A special block of rooms has been reserved at The Hotel Hershey, 100 Hotel Road, Hershey, PA 17033. We encourage you to reserve your room early. You may call The Hotel Hershey at (844) 330-1711 and mention that you are with Financial Managers Society Philadelphia. Discount Room Rate of $209 per night.

GOLF AT THE HERSHEY COUNTRY CLUB In a legendary setting, which golf icons Ben Hogan and Henry Picard once called home, the tradition and challenge of championship golf remains at the heart of the Hershey experience. Hershey Country Club features award-winning courses which are home to prestigious tournaments. Book your tee time by calling (717) 508-1958.

THE SPA AT HOTEL HERSHEY Indulge yourself in pampering during your stay. The Chocolate Spa offers a variety of traditional massages, hydrotherapy, facials and more. Please contact the spa directly to book your appointment: (717) 520-5888

Conference Registration

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

Mr./Mrs./Ms.:

Organization:

Address:

City/State/Zip Code.:

Email:

Phone Number:

Badge Name:

Title:

Chapter Affiliation:

Officer Designation:

Asset Size:

Spouse/Guest Name: 1.

Spouse/Guest Name: 2.

Refunds and CancellationsRequests 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, E-mail: mliddle@qnbbank.com by September 10, 2018. No refunds will be processed after this date and telephone cancellations will not be accepted. Upon notification, a substitute attendee from your company may attend. All refunds are subject to a $75 cancellation fee. It is the attendee’s responsibility to contact the hotel directly to cancel accommodations. For more information regarding refund, complaint and program cancellation policies, please contact Mary Beth Liddle, Senior Vice President, Chief Accounting Officer and Controller. FMS reserves the right to change instructors or reschedule/cancel sessions if necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of a program.

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

CPE CreditsEarn up to 13 hours of CPE Credit. Delivery Method: Group Live. Program Level: Update. Prerequisite: None. 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 accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Early Registration (due by September 1, 2018) $495

Late Registration (after September 1st) and Non-Member $595

Member/Non-Member 1 day only $350

Spouse/Guest (Includes Meals, Dessert and Welcome Receptions) $150

Yes, I plan on attending the Sunday Night Dessert Reception _____# of guests

Yes, I plan on attending the Monday Night Welcome Reception _____# of guests

Total Amount: $

Mail your completed registration form along with payment to:

Mary Beth LiddleSenior Vice President, Chief Accounting Officer and ControllerP.O. Box 9005Quakertown, PA 18951

Check should be made payable to: Financial Managers Society Philadelphia Chapter

To register online, please visit our chapter website: http://www.fmsphila.com/events/2018-east-coast-regional-conference/Your Complete Hershey ExperienceFree tickets to the park will be made available

on Saturday and Sunday to all registrants.

Conference Sponsors

GOLD SPONSORS

TITLE SPONSORS

A STEVENS & LEE/GRIFFIN COMPANY

The CECL Solution

SILVER SPONSORS

G