Session Proposal Instructions About the Conference The ABIA Annual Conference is the only national event exclusively devoted to the sale of insurance through banks. Attendees include presidents and CEOs of banks offering insurance and bankowned agencies, senior agency managers, bank-insurance program executives and bankers who are considering starting or acquiring an insurance business. Participants represent midsize to large banks and insurance providers (70 percent) and community banks (30 percent). Topic Areas Growth • How can we grow our business in this regulatory environment? • How can we be proactive now, not reactive? • Acquisitions • Cross-selling • Dealing with next-generation purchasers • Dealing with the bank's varied customer base Bank-Insurance Challenges • CFPB • ACA • Federal regulators requiring more risk oversight • Affinity agreements • Succession planning Research • Are banks coming back, reentering the market? • Can we develop a demand forecast? • Where is the third party market? American Bankers Insurance Association 2015 ABIA Annual Conference October 12-14, 2015 JW Marriott Grande Lakes Orlando, Florida How to Submit a Proposal Step 1: Qualify Selection is based on meeting the session needs defined by the Conference Committee and speakers' qualifications to present on the proposed subject matter. The ABIA is dedicated to developing educational sessions and facilitating networking with peers. Please keep in mind that the conference presentations must be issue oriented and content rich. Presentations are not a vehicle to sell products and services. All selected speakers must be members of the ABIA. Step 2: Complete the Session Proposal Form Step 3: Submit all required information no later than April 30, 2015. E-mail TheABIA@aba.com Step 4: If your proposal is selected The ABIA staff will contact you directly. No phone calls please. All proposals will be reviewed by the Conference Committee. Decisions will be made and notifications will be e-mailed no later than May 15, 2015. Important Please be sure to include your contact information at the bottom of the Session Proposal Form. You will be promoted in the advance program distributed to all past attendees, ABIA members, prospects and the conference page at theabia.com. You will also be linked in the popular conference app, available to all attendees. How to Submit a Successful Topic Focus on session take-home value by incorporating practical how-to ideas Session content should move past "the basics" and should include action attendees can take Include banker presenters Use case studies and real-life examples Plan an interactive session with Q&A Provide handouts and takeaways ABIA does not pay honorarium or expenses for speakers. Non-bank speaker registrations will be complementary within a corporate partner package as one additional registration. Speakers will be required to use their own computer for each session. There will be LCD projectors only in each breakout room. Substitution Policy: Speaker substitutions are subject to ABIA approval. In the event a proposed and confirmed speaker cannot fulfill his/her commitment, the presenting company will not be guaranteed a speaking slot for an alternative representative. © 2015 American Bankers Insurance Association, Washington, D.C. Session Proposal Form 2015 ABIA Annual Conference Proposed Session Title: Indicate: Break-out Session General Session Brief Description Explain the topic and why it is important. (One paragraph maximum.) Please attach a detailed program outline. Session Learning Objectives List three tangible benefits. At the end of my session, participants will take home: 1. 2. 3. Audience Focus: Community Bank (under $500M assets) Audience Experience Level: I will provide handouts: Yes Beginner Intermediate Regional Bank Advanced All audiences (This is VERY important.) No We want our attendees to leave each session with a list of actionable, how-to ideas! Presenter(s): Please provide all information as you would like it to appear in promotional materials. Preference will be given to sessions that include a banker presenter. Name: Affiliation: Address: City/State/Zip: E-mail: Title: Name: Affiliation: Address: City/State/Zip: E-mail: Title: Name: Affiliation: Address: City/State/Zip: E-mail: Title: Phone: Phone: Phone: Fax: Fax: Fax: Recent Speaking Engagements: Please list a speaking reference. Event: Reference Name: Affiliation: Phone: Contact Information for Proposal: (Contact for questions about the proposal and to confirm participation.) Contact Person: Affiliation: E-mail: Phone: © 2015 American Bankers Insurance Association, Washington, D.C.