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BankWorld 2010New England’s Largest Banking Expo

april 27, 2010 | 8:00a.m. - 2:30p.m.Crowne Plaza Hotel | Cromwell, Connecticut

Gold SponSorS

Presented By

BankWorld sCHedule (To DaTe)

Crowne plaza hotel, Cromwell, Ct • tuesday, april 27, 2010 • 8:00 a.m. – 2:30 p.m.

8:30a.m. .................................... Crowne 2 & 3 RoomsSBA Quarterly Partners Meeting

U.S. Small BUSineSS adminiStrationSBA Quarterly Partners Meeting

9:00a.m. - 9:45a.m .................................... Jersey RoomThe Future of Relationship Banking (Is Here Today)

FiServRay Oswald - VP, Bank Solutions ConsultingAre your reward programs only focused on certain products - certain behaviors?Are you ignoring aspects of the relationship most important to your customers? For your customers, their relationship with you spans beyond the service they receive in the branch, beyond the products and services you provide. Their rela-tionship with your institution extends to how your customers use your products and services every time they engage in a financial activity. Taking a holistic view and factoring in every aspect of how your customer interacts with your institution is the first step in building a lasting, revenue generating and profitable relationship. Making every interaction a rewarding and valued experience is the second step. In this session, we’ll discuss ways to better leverage your customer relationships and provide more value for your customers and in return create more value for your financial institution.

9:00a.m. - 9:45a.m. ....................................Kent RoomSteps To Improve Your Customer Relationships - Best Practices In User Experience (UX) Design

open SolUtionS inc.Michael Rawlins, Director, User ExperienceYour customers have great expectations when they visit your web and mobile ap-plications. They increasingly want an experience that’s relevant, easy to use, reflects the brand of your institution, engenders trust, and is emotionally satisfying. To retain and gain customers, you have to continually win their hearts and minds by providing them with a compelling user experience (UX) that is useful, usable, and desirable. This session will be a forum for an open, audience-guided dialogue exploring the challenges of reaching and retaining the mindshare of customers. The presenter will share thought-provoking examples of how UX has worked to increase brand awareness, establish reliable self-service channels and result in quan-tifiable and lasting customer relationships.

The participants will learn to: 1) become your users – through observation of usability tests 2) design first (take charge of the development process to ensure UX principles are being addressed) 3) select the right partners for UX (trust no one’s option – test pragmatically) 4) design once, measure twice (how to leverage web-based subscription tools to quantify the UX)

9:00a.m. - 9:45a.m. ............................Crowne 1 RoomCommunity Bank Technology: 2010 and Beyond

WolF & company, p.c.Matthew Putvinski, CPA, CISA, CISSPAttendees of this session will receive the results of the 2010 Technology Bench-marking Survey. You’ll hear where others in community banking are spending their technology budgets and what projects are occupying their time. We will also be sharing the trends we see through 2010 and beyond.

10:15a.m. - 11:00a.m. .......................... Coach 1 RoomAlternative, Cost Effective IT Infrastructure Support Services

maintechFrank D’Alessio – PresidentAttendees will discover how companies can consolidate their IT service needs and lower their IT operating costs through flexible, high quality service offerings and client management programs. They will learn how they can gain more value from their existing IT infrastructure investments across all OEM platforms.

10:15a.m. - 11:00a.m. ................................Kent RoomBanking Technology: Beyond The Hype Cycle

coccMarco Bernasconi – Vice President, Client ServicesTechnology could well be the most critical variable in banking today. Yet every banker has felt the sting of early investments in large technology changes, and worse, the consequences of delaying those investments! This presentation will challenge your assumptions about today’s technology offerings and suggest a method for determining whether a given technology deserves your investment dollars. Surprising and revealing, COCC will show you that timing makes all the difference in bank technology decisions.

10:15a.m. - 11:00a.m. .............................. Jersey Room“Teller Automation” – The Answer To Increased Opera-tional Efficiency and An Enhanced Customer Experience

dieBold, inc.Linda S. Perconti – Director, Delivery Channel SolutionsThe challenges of balancing resources while delivering quality service continues. In this session, we will explore how automating the cash process within the branch can provide a more productive environment that will also deliver an enhanced customer experience.

10:15a.m. - 11:00a.m. ........................Crowne 1 RoomBusiness Continuity Planning

lighthoUSe compUter ServiceS, inc.Jerry Hughes - Director of IT Audit & ComplianceAccording to the Federal Financial Institutions Examination Council (FFIEC), BCP encompasses much more than just a plan; BCP represents a complete, cycli-cal, process-oriented program that includes a business impact analysis, a risk assess-ment, risk management, and risk monitoring and testing, as well as policies and procedures for ongoing maintenance, testing and training.

Managing a comprehensive BCP program is a complex and expensive task. With-out a continually updated, enterprise-wide BCP that considers all critical elements of your business, your organization may not be able to resume customer service at an acceptable level in the event of disruption.

2:30p.m. (By Invitation Only) ..................... Jersey RoomAnnual Meeting

BankerS’ Bank northeaStAnnual Meeting

booth # company/raffle booth # company/raffle

39 A.M. Best Company

12 Access To Money

6 Agility Recovery Solutions

13 AMNET Technology SolutionsRaffle: 22” LCD High Definition Samsung TV

22 Armored Money Services, LLC

10 Bank Compliance Association of CTRaffle: 2 BCAC Program Regis./

2 20th Anniversay Blanket

34 Bank Financial Services Group

52 Bankers’ Bank NortheastRaffle: Wii

17 BrandPartnersRaffle: Garmin Nuvi 205

27 BrintechRaffle: Amazon Kindle

73 Calyx Software

55 CFT Atlantic & Central States

2 Clark Consulting

14/15 COCC

56 Continuity Engine

69 Cummins-Allison CorporationRaffle: $100 AmEx Gift Card

4 Diebold, Inc.

1 Federal Reserve Financial Services

25 Financial Services, Inc.

NB Fiserv

NB Harland Clarke

28 Hartford Stamp Works, LLC

3 ICS Compliance

74 Infoshred LLCRaffle: $100 Target Gift Card

8 Integrated Security Group

50 IPS-Intergrated Print Solutions

41 Level 5

26 Lighthouse Computer Services, Inc.Raffle: Steve Nelson Autograped Jersey

63/64 Magee Company

23 Main Street Checks, Inc.

53 Maintech

7 Mortgagebot LLCRaffle: 16 Gigabyte iPod Nano

37 Murtha Cullina LLP

24 NES GroupRaffle: Golf Balls

5 New England Money Handling Systems, Inc.

16 Open Solutions Inc.

21 Parabit Systems Inc.

31 PHH Mortgage

44 PULSERaffle: $200 Discovery Gift Card

20 RDSI Banking Systems

11 RecoveryPlannerRaffle: Emergency Flashlights

38 S.H. Smith & Company, Inc.

18 The Savings Bank Life Insurance Company

19 SecureWorks

40 Solidus

54 Specialized Data Systems, Inc.

57 Strunk & Associates, L.P.

33 VSoft Corporation

36/45 The Warren Group

35/46 Wolf & Company, P.C.

The Connecticut Bankers Association and The Warren Group have put together a show that should not be missed by anyone in banking – there’s something for everyone. Joseph J. Greco, The First National Bank of Litchfield CBA Chairman

It’s a one of a kind tradeshow for banking professionals in New England to meet with the companies that are changing the way banking is done.Gerry NooNaN

CBA President & CEO

who should Attend

Executive & Senior Management and Staff involved in:• Operations• Technology• Lending• Retail Banking• Marketing• Security• Human Resources• Compliance & Risk Management

whAt you will see At BAnkwoRld

• Core Processing• Retirement Services• Security Services• Environmental Services• Disaster Recovery• Coin & Currency Equipment• Information Portals• Insurance Products & Services• Printing• Executive Benefits• Retail Investments• Software & Technology• Compliance & Risk Management• Fee Income Products & Services• Correspondent Services• Design/Builders• ATMs/Bank Equipment

... and a whole lot more!

BankworlD exhiBiTors/ParTiciPanTs anD raffles To DaTe2:15 pm grand raFFle - BankWorld Raffle: HDTV (for bankers only, must be present to win)

silver sPonsors

funcTion sPonsors

Center for Financial Training Atlantic & Central States, Bankers’ Bank Northeast, Clark Consulting, Federal Reserve Financial Services, and ISC Compliance

BankWorld registration FormTuesday, April 27, 2010 • Crowne Plaza Hotel, Cromwell, CT

Please pre-register to expedite picking up your name badge

Please print or type

Company Name ____________________________________________________________________________________________________________________

Contact Name ______________________________________________________________________________________________________________________

Address _____________________________________________________________________________________________________________________________

City ___________________________________________________ State ___________________________________ Zip ________________________________

Telephone _____________________________________________________________ Fax _______________________________________________________

E-mail ________________________________________________________________________________________________________________________________

Attendees BAdge nicknAme title

RegistRAtion Fee woRksheetBankers complimentary if registered by an exhibitor

Banker / Financial institution staff: $45.00

$45/person X ___________________ Person(s) = $ ___________________

non-Banker / All others:

$495/person X ___________________ Person(s) = $ ___________________

❏ Payment Enclosed (make check payable to CBA)

oR Charge to ❏ AMEX ❏ MasterCard ❏ Visa

Card Number: _________________________________________________________

Expiration Date: _________________ Security Code:__________________

Cardholder Name: ____________________________________________________

Billing Address: ________________________________________________________

City/State/Zip: ________________________________________________________

Cardholder Signature: ________________________________________________

how to RegisteRmail or fax registrations with payment

or credit card information to:

Connecticut Bankers Association

10 Waterside Drive

Farmington, CT 06032-3083

Fax 860.677.5066

AdditionAl inFoRmAtionVisit www.nebankworld.com

Call CBA at 860.677.5060 or

The WarrenGroup at 800.356.8805

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