NORTHERN NEW ENGLAND SCHOOL OF BANKING
MONDAY, OCTOBER 26 – THURSDAY, OCTOBER 29, 2015
AGENDA
MONDAY, OCTOBER 26
12:15 p.m.
Registration
12:30 – 12:50 p.m.
Opening Session
Christopher D’Elia, Registrar
Introduction
Philosophy of the School
Plans for the Session
12:50 – 1:15 p.m.
Introduction to Banking & Other Issues
Christopher D’Elia, Registrar
History of Banking and Legislation
Forces Impacting the Industry
1:15 – 2:40 p.m.
Written Communication Skills
Cristy Beemer, University of New Hampshire
2:40 – 2:55 p.m.
Refreshment Break
2:55 – 4:20 p.m.
“The Art of Motivating Ourselves and Others”
Jack Agati, Encouraging Concepts Associates
4:20 – 4:30 p.m.
Break
4:30 – 5:45 p.m.
“Birth Order: What’s It Got To Do With Business Anyway?”
Jack Agati, Encouraging Concepts Associates
6:30 p.m.
Beer, Wine & Cheese Reception
7:00 p.m.
Dinner
TUESDAY, OCTOBER 27
7:00 a.m.
Breakfast Buffet
7:45 – 9:15 a.m.
Fundamentals of Monetary Policy
Chen Wu, Ph.D., Assistant Professor of Economics
College of Business Administration
Plymouth State University
9:15 – 9:30 a.m.
Break
9:30 – 11:00 a.m.
Economic Demographics for the Future
Chen Wu, Ph.D., Assistant Professor of Economics
College of Business Administration
Plymouth State University
11:00 – 11:15 a.m.
Refreshment Break
11:15 – 12:20 p.m.
The Importance of Lending
Robert P. Gagnon, Senior Vice President, Business Development & Mortgage
Lending
Raymond Dugdale, Vice President, Commercial Lending
Optima Bank & Trust
12:20 – 1:00 p.m.
Working lunch for Case Study
1:00 – 2:00 p.m.
The Importance of Lending - Case Study Workshop & Reports (continued)
2:00 – 3:30 p.m.
Marketing for the Future
Linda Varrell, Broadreach Public Relations
3:30 – 3:45 p.m.
Refreshment Break
3:45 – 5:45 p.m.
CEO Panel Discussion
Charles Petersen, President, Biddeford Savings Bank, ME
David Silverman, President, Union Bank, Morrisville, VT
Kathy Underwood, President, Ledyard National Bank, NH
6:00 p.m.
Dinner
WEDNESDAY, OCTOBER 28
7:00 – 7:30 a.m.
Breakfast
7:30 – 9:15 a.m.
Bank Financial Statements/Role of the CFO
Steve Soubble, Kennebunk Savings Bank
9:15 – 9:25 a.m.
Break
9:25 – 11:00 a.m.
Asset Liability Management
Steve Soubble, Kennebunk Savings Bank
11:00 – 11:10 a.m.
Refreshment Break
11:10 – 12:30 p.m.
Acquiring and Retaining Customers
William F. O’Brien, William F. O’Brien & Associates
12:30 – 1:15 p.m.
Lunch
1:15 – 2:45 p.m.
“Leading From the Middle” – Managers as Leaders
William F. O’Brien, William F. O’Brien & Associates
2:45 – 3:00 p.m.
Break
3:00 – 4:15 p.m.
ERM & Compliance
Michael Gallagher, Chief Risk Officer/Senior Vice
President, Enterprise Bank
4:15 – 4:30 p.m.
Refreshment Break
4:30 – 5:30 p.m.
The Future of Technology in Financial Services
Matt Putvinski, CPA, CISA, CISSP
Wolf & Company, P.C.
6:00 p.m.
Dinner
THURSDAY, OCTOBER 29
7:00 – 7:30 a.m.
Breakfast
7:30 – 9:00 a.m.
Supervisory Skills, Letting Your Employees Grow!
Teach Them, Empower Them and Evaluate Them!
Linda Blessing
Principal at Linda S. Blessing, MS. Ed
9:00 – 9:15 a.m.
Refreshment Break
9:15 – 10:45 a.m.
Supervisory Skills…Continued
Linda Blessing
Principal at Linda S. Blessing, MS. Ed
10:45 – 11:00 a.m.
Break
11:00 – 12:00 p.m.
Introduction to Trust Services, Wealth Management and Insurance
Matt Cyr, Saco Biddeford Savings
12:00 – 12: 45 p.m.
Lunch
12:45 – 1:45 p.m.
Human Resource Issues Impacting Managers
Catharine Mirabile, CGI Business Solutions
1:45 – 2:45 p.m.
Role of Your State Bankers Association
Christopher D’Elia, President of Vermont Bankers
Association
Christiana Thornton, President of New Hampshire Bankers
Association
Christopher Pinkham, President of Maine Bankers
Association
2:45 – 3:00 p.m.
Assignments, Wrap Up and Collect Evaluations
3:00 p.m.
Adjournment