Registration Information

Three registration options are available: 1) Pre-Conference Sessions only; 2) Conference only; or 3) Pre-Conference Sessions AND Conference. For members, the early registration price for the Pre-Conference Sessions only is $295; for the Conference only is $350; and for BOTH is $595. Add $50 to registration price beginning Feb. 21. Register online at gabankers.com or return the form below by mail or email to GBA, Attn: Alison Moreau at amoreau@gabankers.com. Registration fees may be paid by check (made payable to GBA) or you may request that your bank be invoiced.

Hotel Information Atlanta Marriott Northwest Hotel, 200 Interstate North Circle SE, Atlanta 30339

To reserve a room, call Marriott Reservations at 800.228.9290 or call the hotel directly at 770.952.7900. Be sure to mention you are with the Georgia Bankers Association to receive the discounted nightly rate of $169. The cut-off date for reservations at the GBA rate is Wednesday, Feb. 13, and rooms may sell out before that date. Guest room internet access and fitness center usage are included in the rate. Self-parking is at a $6/day discounted rate.

Registration Cancellation and Refund Policy Cancellations must be in writing and submitted to Alison Moreau at amoreau@gabankers.com by 5 p.m. EST on Tuesday, Feb. 27, to receive a refund. Substitutions within the same registration category are welcome at any time. Contact GBA’s Kathy Friestad at 404.420.2024 or kfriestad@gabankers.com with questions.

Registration Form

Name: Nickname:

Title:

Bank/Company:

Address:

City: State: Zip:

Phone: Email:

Bank Asset Size:

□ Below $100 M □ $100 M - $ 250 M □ $251 M - $500 M □ $501 M - $750 □ Over $750 M

□ Check if this is your first time to attend this GBA conference.

□ Check if this is your first time to attend any GBA event.

Registration Package – check one:

□ $295 – Member Pre-Conference Sessions Only ($345 beginning Feb. 21, 2018)

□ $350 – Member Conference Only ($400 beginning Feb. 21, 2018)

□ $595 – Member Pre-Conference Sessions and Conference ($645 beginning Feb. 21, 2018)

Payment Method – check one:

□ Check enclosed (payable to the Georgia Bankers Association).

□ Send me an invoice.

G E O R G I A B A N K E R S A S S O C I A T I O N

50 Hurt Plaza, Suite 1050 | Atlanta, Georgia 30303 | 404.522.1501 | www.gabankers.com

Operations and TechnologyOperations and TechnologyOperations and Technology ConferenceConferenceConference

March 6-8, 2018

Atlanta Marriott Northwest

www.gabankers.com

Advocacy | Community | Education | Services

2018 Operations and Technology Conference

Letter from the Chair Dear Colleagues, GBA’s Operations and Technology Committee is pleased to announce that the 2018 GBA Operations and Technology Conference will be March 7-8 at the Atlanta Marriott Northwest Hotel. In addition to the traditional conference, we will once again offer Pre-Conference Sessions March 6-7. We consolidated the Pre-Conference Sessions this year into one track focused on IT content. Scheduled for March 7-8, the traditional conference will feature two half days of sessions, exhibits and peer exchange. Attendees may participate in the Pre-Conference Session as an independent event or as an add-on to the traditional conference. Be sure to check out the agenda for both to see how you can benefit! As chair of GBA’s Operations and Technology Committee, I would like to thank the entire group for its efforts in planning this excellent program. It is an honor and a privilege to serve as chair of such an outstanding committee. I strongly encourage you to make plans now to join us. You will benefit from the program agenda and get the opportunity to cultivate new relationships and renew old friendships at the opening reception and during breaks. I look forward to seeing you at the conference in March!

Christa McDonald 2017-2018 GBA Operations and Technology Committee Chair VP/Operations Waycross Bank & Trust

2017-2018 GBA Operations and Technology Committee

Program Agenda - Tuesday, March 6

Noon-1 p.m. — Pre-Conference Sessions Registration

1 p.m. — Strategic IT Insights Trent Fleming, Trent Fleming Consulting

As technology continues to dominate customer interaction with your bank, so will the demands on you as a manager. This session will set out the basic principles by which you should manage IT and operations areas and interact with the business side of the bank.

2:15 p.m. — Break and Exhibits

2:30 p.m. — Best Practices for Your Next Business Continuity Table Top Test Tom Hinkel, VP, Compliance Services, Safe Systems

So far in 2017 there have been 15 weather and climate disaster events in the U.S. with losses exceeding $1 billion. Join us for an interactive workshop on best practices for preparing your bank for disaster recovery.

4 p.m. — Break and Exhibits

4:15-5:30 p.m. — Peer Exchange (IT Focus)

Wednesday, March 7

Pre-Conference Sessions Continue 8:30 a.m. — Breakfast and Exhibits

9 a.m. — Multi-Sourcing Your Telecommunications 2018 Jerry Jeffers, General Manager, Asset Black

Jerry will discuss factors in play when choosing a service provider, including the advantages of a single-sourced solution, network transitioning and the scalability of networks. He will explain available technology to help your bank meet its goals.

9:50 a.m. — Evaluating Your Bank’s Debit Card Program Mark Reda, Business Development, PULSE, a Discover Company

Are you getting the maximum bang for your buck with your signature debit card program? Mark will discuss factors your bank should consider when adjusting or making a change in your bank’s debit card program.

10:30 a.m. — Break and Exhibits

10:45 a.m. — You’ve Filled Out The CAT – What’s Next? Tom Hinkel, VP, Compliance Services, Safe Systems

This session will include what to do after you have completed the CAT. We’ll also discuss performing a gap analysis and presenting it to the Board and senior management.

Noon — Pre-Conference Sessions Adjourn

Noon-1 p.m. — Conference Registration and Boxed Lunch

1 p.m. — GBA Update, Joe Brannen, GBA President Welcome and Introductions, Christa McDonald, Chair, Operations and Technology Committee

1:30 p.m. — Staying Relevant in Today’s Payments Race Virginia Heyburn, VP, Strategy, Global Sales Org. Fiserv

Heyburn will discuss the revolutionary change we can expect in payments types and speed over the next three to five years, offering strategies for responding to game-changing trends that are challenging traditional innovation cultures.

2:30 p.m. — Break and Exhibits - Break Sponsored by TJS Deemer Dana, LLP / IS Audits & Consulting, LLC

2:45 p.m. — Regulatory Landscape Panel Discussion Moderator: Zach Duke, EVP, Business Development, Safe Systems. Panelists: Jeremy Clifton, Financial Institution Specialist, Steve H. Powell and Company; Tony DaSilva, S&R Senior Technical Expert, Federal Reserve Bank of Atlanta; David Mills, IT Audit & Assurance Partner, Carr, Riggs, & Ingram, CPAs

4 p.m. — Break and Exhibits

4:15 p.m. — Managing Your Core Vendor Relationships Trent Fleming, Trent Fleming Consulting

This session is an operational review of the implications of committing to selected aspects of the contract. You’ll gain insight into how to evaluate contract terms and what areas to ask the bank's attorney to look into in further detail, which can be extended to other third party contracts.

5:15-6:15 p.m. — Opening Reception - Sponsored by Safe Systems

Thursday, March 8

7:15 a.m. — Breakfast and Exhibits

8 a.m. — Next Generation Payments Movement Terri Sands, Director of Payments Risk Management and Founder, Secura Risk Management

This session will provide the foundation for faster payments, industry leading business practices, regulatory expectations, fraud identification, prevention and recovery efforts for when payments and fraud move faster. Learn what financial institutions are doing today in the faster payments environment and how they’re preparing for the next generation payments movement.

9 a.m. — Break and Exhibits - Break Sponsored by Fiserv

9:15 a.m. — Technology and Communications Best Practices Panelists: Jaye Eubanks, VP, Information Systems, United Bank; Tracy NeSmith, AVP, Electronic Banking Manager, Planters First Bank; Jim Stewart, Chief ISO, United Community Bank

Hear what other banks are doing to solve some of the problems you are currently dealing with or may have to face in the not-so-distant future. With perspectives from three different sized institutions, you are sure to find an approach that is relatable to your institution.

10:15 a.m. — Break and Prize Drawings

10:30 a.m. — Peer Exchange (Operations and IT Focus)

11:30 a.m. — Biometrics — What’s Now, What’s Possible Al White, Technology Solutions Professional, Microsoft

Don’t miss this opportunity to learn about biometric technology (face recognition, fingerprint, retinal scan, etc.) — what’s being used now, what’s possible and what’s on the horizon.

12:15 p.m. — Adjourn

G E O R G I A B A N K E R S A S S O C I A T I O N

50 Hurt Plaza, Suite 1050 | Atlanta, Georgia 30303 | 404.522.1501 | www.gabankers.com

G E O R G I A B A N K E R S A S S O C I A T I O N

50 Hurt Plaza, Suite 1050 | Atlanta, Georgia 30303 | 404.522.1501 | www.gabankers.com

Christa McDonald, Chair Waycross Bank & Trust Lamar Doolittle, Vice Chair The Geo. D. Warthen Bank, Sandersville Josh Dasher, Group 1 Glennville Bank Brian Smith, Group 2 First Port City Bank, Bainbridge J. Randal McKoon, Group 4 First Peoples Bank, Pine Mountain Greg Holmes, Group 6 Exchange Bank, Milledgeville Emily Strickland, Group 7 Greater Community Bank, Rome

Mindy Green, Group 8 Citizens Community Bank, Hahira Jim Stewart, Group 9 United Community Bank, Blairsville Vicki Ellis Hubbard, Group 10 Liberty First Bank, Monroe Leesa Anderson, At Large Bank of Wrightsville Susan Cosper, At Large Ameris Bancorp, Inc., Moultrie Jaye Eubanks, At Large United Bank, Zebulon Tracy NeSmith, At Large Planters First Bank, Cordele

Carri Self, At Large The Claxton Bank Shan Venable, At Large Altamaha Bank and Trust Company, Vidalia Greg Walls, At Large Flint Community Bank, Albany Zach Duke Associate Member Representative Safe Systems, Inc., Alpharetta Matt Shugart Associate Member Representative Fiserv, Inc., Cumming