Convention brochure 2015

2 cbi’s 44TH annual convenTion

CBI has an outstanding legacy of serving and defending Iowa’s community banks, giving that personal touch as do each of our member banks in serving their communities. In spite of numerous industry changes and competition, CBI Education, Advocacy and Services continue to reach out, supporting community banks in their efforts to maintain those personal relationships.

The CBI Management Conference and Annual Convention is the premier summer event to bring Iowa’s community bankers together—it is truly “where everybody knows your name”. Events like the Kickoff Reception on Wednesday night, the Gala/PAC Auction & Tradeshow Thursday night, and the Mixed-Pair Golf Tournament on Friday afternoon provide great opportunities for camaraderie and networking with your fellow Iowa community bankers.

We make a difference in peoples’ lives and communities – it’s the essence of what community banking is about and the legacy we work to preserve. I urge all Iowa community bankers to hear great speakers and participate in fun family events at the 44th Management Conference and Annual Convention, July 15-17, 2015 in Okoboji, Iowa. Come join us--there’s a seat with your name on it!

CBI’s Management Conference and Annual Convention is often referred to by insiders as the “Family Reunion”. And it’s true; since 1972, the CBI Annual Convention has been a tradition of community bankers and their families joining together every July to learn, laugh and play in beautiful Okoboji, Iowa. This year’s Convention theme was chosen with you in mind. Community banks are special because in your local communities your bank is also Where Everybody Knows Your Name.

On the following pages, you’ll find information on nationally-recognized speakers, educational and networking opportunities, and access to the latest products and services--all brought to you by CBI to help rally and educate our community bankers.

The information, ideas and goodwill shared at this event will leave you energized and motivated. So register today and join the gang at CBI’s 44th Management Conference and Annual Convention. Cheers!

cbi PresidentRobert J. DixonCitizens State Bank

Sheldon

Thank you to the following cbi members for theirefforts to bring you the educational and

networking opportunities provided by the 44th Management conference and annual convention:

Deb loerch, co-chairManson State Bank, Manson

Thomas batesCounty Bank, Sigourney

David eastburnIowa State Bank & Trust

Fairfield

Keith GarmsFreedomBank

Elkader

Randy ludwigFidelity Bank & Trust

Dyersville

Tim German, co-chairFarmers & Merchants Savings

Bank, Manchester

steve simonCentral Bank

West Des Moines

brian vanderWiltFarmers Trust & Savings Bank

Buffalo Center

lisa WalshFarmers & Merchants Bank

& Trust, Burlington

Where EverybodyKnows Your Name

ServersConvention Committee

President’sWelcome


july 15-17, 2015 WWW.cbiaonline.oRG 3

WednesdayJuly 15, 20157:00 a.m. - 11:00 a.m.catch & Release Fishing Tournament Okoboji Boats, Smith’s Bay

11:30 a.m. - 12:00 p.m.Mixed Pair Golf Tournament lunchBrooks National Golf Club

12:00 p.m. - 5:00 p.m.Mixed Pair Golf TournamentShotgun StartBrooks National Golf Club

6:30 p.m. - 8:30 p.m.Kick-off ReceptionMajestic Pavilion, Arnolds Park

ThursdayJuly 16, 20156:30 a.m. - 9:00 a.m.“Get an eye opener”Wake Up Coffee ServiceNear registration area

7:30 a.m. - 9:15 a.m.bankers’ Roundtable breakfastspeaker: chris lorence, icba“Social Media Matters”Bayhill Room

8:00 a.m. - 9:15 a.m.Happy Hour: spouses’ WelcomeReception & “cheers for Women”Pebble Beach Room

9:30 a.m. - 12:15 p.m.First General sessionSt. Andrews Room

9:50 a.m. - 10:50 a.m.“A Different Kind of Career:Under Cover in the CIA”Keynote speaker: jim olson

10:50 a.m. - 11:00 a.m.Roadhouse Reward Prize Drawing

11:00 a.m. - 12:15 p.m.“Get Switched On”Motivational speaker chip eichelberger

Thursday ~continued

July 16, 201512:30 p.m. - 1:30 p.m.Registrants’ lunch(Spouses/Family Registrants and Associate/Affiliate Members) Pebble Beach Room

12:30 p.m. - 1:30 p.m.annual business & legislativecommittee Meeting luncheon(Open Only to CBI Bank Members) Bayhill Room

1:45 p.m. - 4:15 p.m.a Toast to the arts:spouses’ Trip to Pearson art centerMeet in Front Lobby, Arrowwood Resort

1:45 p.m. - 2:45 p.m.break-out educational sessions St. Andrews North & South,& Augusta Rooms• educational session option a:“Regulators’ Panel”

• educational session option b:“Emerging Trends in Data Breach Response”

• educational session option c:“Social Media Discussion Panel”

2:45 p.m. - 3:00 p.m.snack stop

3:00 p.m. - 4:00 p.m.break-out educational sessions(Repeat of 1:45 p.m. sessions,same locations)

5:30 p.m. - 6:30 p.m.High spirits: Wine and cheeseReception & TradeshowWimbledon Room

6:30 p.m. - 8:00 p.m.Gala ReceptionPac auction & TradeshowWimbledon Room

FridayJuly 17, 20156:30 a.m. - 9:00 a.m.“Get an eye opener”Wake Up Coffee Service Near registration area

7:30 a.m. - 8:45 a.m.Town Hall breakfastiowa showcase: Winnebago industriesBayhill Room

9:00 a.m. - 12:00 p.m.second General sessionSt. Andrews Room

9:30 a.m. - 10:30 a.m.“Iowa’s Banking Perspective” jim schipperSuperintendent, Iowa Division of Banking

“Independent Community Bankersof America Update”john buhrmasterImmediate Past Chairman, ICBA

10:30 a.m. - 10:40 a.m.snack stop

10:40 a.m. - 11:40 a.m.“US vs. THEM!: Understanding Millennials” Keynote sendoff speaker jeff Havens

11:40 a.m. - 12:00 p.m.closing comments

12:30 p.m. - 1:00 p.m.bankers’ Golf Tournament lunchBrooks National Golf Club

1:00 p.m. - 5:30 p.m.bankers’ Golf TournamentShotgun StartBrooks National Golf Club

Promotional Item Sponsors:convention Golf shirts - icba securities • Hotel Keycards - investment Professionals, inc. • Tradeshow bags - Fredrikson & byron law Firm

Lite Menu Abbreviated Business Schedule

spouses, family and associate/affiliate guests are all encouraged to attend

the General sessions. Presentations by Jim Olson, Chip Eichelberger, John

Buhrmaster, Jim Schipper andJeff Havens are informative and entertaining for all attendees!


6:30 a.m. - 9:00 a.m.“Get an eye opener” Wake up coffee serviceNear registration area Wake Up Coffee Service sponsored by Travelers.

7:30 a.m. - 9:15 a.m.bankers’ Roundtable breakfastBayhill Room“Social Media Matters: Thought Influencers in Your Communityand Beyond”chris lorence - EVP & Chief Marketing Officer, ICBAAs community bankers you are already an influential part of Main Street businesses, local charities and community groups. How does this expand onto social media? Carry the conversation virtually through effective channels that elevate you and your communitybank to a higher level. Bankers’ Roundtable Breakfast sponsoredby 2015 CBI Hall of Fame Sponsors ICBA and ICBA Securities.

9:30 a.m. - 12:15 p.m.First General session convenesSt. Andrews Room President Rob DixonWelcome and opening remarksFirst General Session hospitality sponsored by Eide Bailly. General session stage décor sponsored by Turnkey Security Equipment.

9:50 a.m. - 10:50 a.m.“A Different Kind of Career: Under Cover in the CIA”Professor jim olson - bush school of Government and Public serviceImagine living a lie for 31 years. That’s what James Olson and his wife Meredith did while spying for the CIA. Spying for his country was the furthest thing from his mind when Olson, a farm boy from Iowa, received a mysterious phone call that changed his life forever. In his presentation, Olson takes you inside the real world of being a CIA spy. He describes the rigorous training they receive and the difficult dilemmas that they face in the field on a daily basis.

10:50 a.m. - 11:00 a.m.Roadhouse Reward Prize DrawingSponsored by CBI 2015 Hall of Fame Sponsor ICBA Securities.

11:00 a.m. - 12:15 p.m.“Get Switched On” Motivational speaker chip eichelbergerHow can you be “switched on” – for every phone call, every day, every customer, and every time you walk in the door at home? In this engaging, interactive presentation, Chip shows you how to recapture the power of momentum and generate loyal and high-achieving employees with the ability & drive to deliver their best.

12:30 p.m. - 1:30 p.m.Registrants’ lunchPebble Beach Room(Spouses/Family Registrants, Guests and Associate/Affiliate Members.) Sponsored by Dickinson, Mackaman, Tyler & Hagen.

12:30 p.m. - 1:30 p.m.annual business & legislative committee Meeting luncheonBayhill RoomOpen Only to CBI Bank Members. Spouses/Family Registrants, Guests and Associate/Affiliate Members may join us for lunch inthe Pebble Beach Room.

1:45 p.m. - 2:45 p.m.breakout educational sessions St. Andrews North & South, & Augusta RoomsThe North and South St. Andrews rooms are located next toeach other with the Augusta Room directly across the hall.Breakout educational sessions sponsored by 2015 CBI Hall of Fame Sponsor Deluxe Corp.

Educational Session Option A:“Regulators Panel”jim schipper - Superintendent, Iowa Division of Bankingjeff jensen - Iowa Regional Director, Federal Reserve Bank of Chicago james laPierre - Regional Director, FDIC Division of Supervision and Consumer ProtectionBack by popular demand, this Q & A session features experts in state and federal banking regulations and policy.

Educational Session Option B:“Emerging Trends in Data Breach Response”Dan Kramer - Senior VP - Marketing & Merchant Services, SHAZAMEmerging trends in data breach response, the good, the bad, and the ugly. This session will deal with best marketing practices for dealing with data breaches; the do’s, don’ts, and absolutely not’s.

Educational Session Option C:“Social Media Discussion Panel”Moderator: chris lorence - EVP & Chief Marketing Officer, ICBAGet information, tips and advice on best practices during this discussion panel of Iowa community bankers, moderated by ICBA’s social media expert.

2:45 p.m. - 3:00 p.m.snack stopBreakout Session Snack Stop sponsored by Bell State Bank & Trust and EO Johnson-LOCKNET.

3:00 p.m. - 4:00 p.m.breakout educational sessions (Repeat of 1:45 p.m. sessions, same locations)

5:30 p.m. - 6:30 p.m.High spirits: Wine & cheese Reception & TradeshowWimbledon RoomAn evening of networking begins with the Wine and Cheese Reception. When you attend this reception, you can be one of the first to visit each of the trade show booths and become eligible for the grand prize drawing, which will be held later at the Gala Reception. Don’t miss out on your opportunity to spend some time previewing the live and silent PAC Auction items! Wine & Cheese Reception sponsored by CBI’s Leaders of Tomorrow Group.

6:30 p.m. - 8:00 p.m. Gala Reception / Pac auction / TradeshowWimbledon RoomEven more networking possibilities with plenty of time to visit the tradeshow. If you have not had a chance to contribute to CBI’s PAC, take a look at the auction items, bid and buy, with your money going to a good cause. All PAC donations remain in Iowa. Gala “Wall of Fame” Photo Booth sponsored by Equips. Putting Contest sponsored by 2015 CBI Hall of Fame Sponsor Bankers’ Bank. Food Stations sponsored by: Dickinson, Mackaman, Tyler & Hagen; UMB Bank; KPMG LLP; Bankers’ Bank; Quad City Bank & Trust; Total Networx; West Bank.

Full MenuThursday, July 16

6:30 a.m. - 9:00 a.m.“Get an eye opener” Wake up coffee serviceNear registration area Wake Up Coffee Service sponsored by Travelers.

7:30 a.m. - 8:45 a.m.Town Hall breakfastRandy Potts, CEO & sarah nielsen, CFO - Winnebago Industriesbill northey, Iowa Secretary of AgricultureRep. chip baltimore, (R-Dist. 47), Iowa House of RepresentativesRep. Tom sands, (R-Dist. 88), Iowa House of RepresentativesBayhill RoomTown Hall Breakfast sponsored by 2015 CBI Hall of Fame Sponsor Bankers’ Bank.

9:00 a.m. - 12:00 p.m.second General session convenesIncoming president’s remarks, recognition of retiringdirectors, and introduction of new officers and directors.St. Andrews RoomGeneral Session Speaker sponsored by 2015 CBI Hall of Fame Sponsor Federal Home Loan Bank of Des Moines.

9:30 a.m. - 10:30 a.m.“Iowa’s Banking Perspective” jim schipper, Superintendent - Iowa Division of Banking“Independent Community Bankers of America Update” john buhrmaster, Immediate Past Chairman - ICBA

10:30 a.m. - 10:40 a.m.snack stop

10:40 a.m. - 11:40 a.m.“US vs. THEM!: Understanding Millennials”Keynote sendoff speaker jeff HavensIn this hysterical keynote, you’ll learn a simpler way of looking at your own generation, and you’ll also learn how to understand, recognize, and resolve every generational issue facing today’s workforce. Other generational presentations focus on what people want, but “US vs. THEM!” will tell you why everyone wants the different things they do. It’s an important distinction, and it will make implementing new solutions easier than you ever thought possible. So get ready to laugh more and learn more than you ever thought possible!

11:40 a.m. - 12:00 p.m.closing comments

12:30 p.m. - 1:00 p.m.bankers’ Golf Tournament lunchBrooks National Golf ClubSponsored by CliftonLarsonAllen LLP.

1:00 p.m. - 5:30 p.m.bankers’ Golf Tournament, shotgun startBrooks National Golf ClubHospitality Cart sponsored by McGladrey. Bankers’ Tournament Golf Set sponsored by fiserv. Unattended Golf Hole Sponsors: 2015 CBI Hall of Fame Sponsor Deluxe Corp; Bankers’ Solutions; AmTrust Group; Glory Global Solutions; Vantage Point Solutions; LSB Wholesale; Country Banker Systems; Single Source Architects & Master Builders. Attended Golf Hole Sponsors: BCC Advisers; Storey Kenworthy.

CompleteBusiness Schedule

AppetizersELEVENtH ANNuAL CAtCH AND RELEASE FiSHiNg

tOuRNAmENt - JuLy 15Spend a day at the watering hole during the Eleventh Annual Catch and Release Fishing Tournament. The tournament is open to men, women and youths over the age of 16 with valid Iowa fishing licenses, whether novice or experienced fishers. The professional guides know where to find the big ones for you and will even bait your hooks. Fishing boats, tackle, bait and guides are all furnished. Participants should meet at Okoboji Boat Works, Smith’s Bay. Breakfast will be available at 6:30 a.m. The boats will leave the dock promptly at 7:00 a.m. and return for the weigh-in at 10:30 a.m. The Eleventh Annual Fishing Tournament is sponsored by Equias Alliance. Breakfast is sponsored by Midwest Independent Bank. Tournament prizes are sponsored by Iowa State Bank & Trust - Fairfield.

mixED-PAiR gOLF tOuRNAmENt - JuLy 15Tee-off at Brooks National Golf Club during the Mixed-Pair Golf Tournament. The tournament is a four-person, best shot match. Lunch will be available at 11:30 a.m. with a shotgun start at 12:00 p.m. Mixed-Pair Tournament Lunch sponsored by United Bankers’ Bank. Unattended Golf Holes sponsored by 2015 CBI Hall of Fame Sponsor Deluxe Corp. Attended Golf Hole Sponsors: Secure Banking Solutions; Midwest Independent Bank, John M. Floyd & Associates; Farmer Mac.

KiCK-OFF RECEPtiON - JuLy 15Raise a glass! Join the Convention Committee at the Majestic Pavilion in Arnolds Park! The Kick-Off Reception honors the recipients of the Robert D. Dixon Founders’ Award, the Up and Coming Banker of the Year Award, the Leaders of Tomorrow Scholarship winners and the winner of the Community Banking Best-of-the-Best Competition. Kick-Off Reception sponsored by 2015 CBI Hall of Fame Sponsor SHAZAM.

WiNE & CHEESE RECEPtiON - JuLy 16An evening of networking begins with the Wine & Cheese Reception in Arrowwood’s Wimbledon Room. Visit the tradeshow during the reception to learn about the many services our partners offer to streamline your banking business. Visit each booth and you will be eligible to enter the Grand Prize drawing held during the Gala Reception. Wine & Cheese Reception sponsored by CBI’s Leaders of Tomorrow Group.

gALA RECEPtiON & PAC AuCtiON - JuLy 16Enjoy food stations guaranteed to satisfy your appetite, then place your bids for the Gala’s silent and live PAC Auctions! Gala “Wall of Fame” Photo Booth sponsored by Equips. Putting Contest sponsored by 2015 CBI Hall of Fame Sponsor Bankers’ Bank.Food Stations sponsored by: Dickinson, Mackaman, Tyler & Hagen; UMB Bank; KPMG LLP; Quad City Bank & Trust; Bankers’ Bank; Total Networx; West Bank.

BANKERS’ gOLF tOuRNAmENt - JuLy 17Hit the after-hours party at the final event of the conference. Enjoy lunch at Brooks National Golf Club followed by a shotgun start for the four-person, best shot Bankers’ Golf Tournament. Bankers’ Golf Tournament Lunch sponsored by CliftonLarsonAllen LLP. Hospitality Cart sponsored by McGladrey. Bankers’ Tournament Golf Set sponsored by fiserv. Unattended Golf Hole Sponsors: 2015 CBI Hall of Fame Sponsor Deluxe Corp; Bankers’ Solutions; AmTrust Group; Glory Global Solutions; Vantage Point Solutions; LSB Wholesale; Country Banker Systems; Single Source Architects & Master Builders. Attended Golf Hole Sponsors: BCC Advisers; Storey Kenworthy.


Friday, July 17

This year’s First General Session opening speaker is Professor james olson. Olson received his law degree from the University of Iowa in 1969. He is a Senior Lecturer at the Bush School of Government and Public Service at Texas A & M University, where he teaches courses on intelligence, national security, and international crisis management. He

served for over 25 years in the Directorate of Operations of the Central Intelligence Agency, mostly overseas in clandestine operations. In addition to several foreign assignments, he was Chief of Counterintelligence at CIA headquarters in Langley, Virginia.

Professor Olson has been awarded the Intelligence Medal of Merit, the Distinguished Career Intelligence Medal, the Donovan Award, and several Distinguished Service Citations. He is the recipient of awards from the Bush School and the Association of Former Students for excellence in teaching. Professor Olson is also the author of Fair Play: The Moral Dilemmas of Spying.

Coming next in the First General Session is motivational speaker chip eichelberger. In an entertaining and original format, Chip persuades his audience to face their challenges and then reach for a more compelling vision, stronger strategies and a healthier ‘Get Switched On’ mindset.

Designed to engage and set the tone of contagious energy and interaction for the day, Chip provides a dynamic and fun experience that will enlighten and motivate you! He delivers an interactive experience that will grab your attention immediately and inspire you not just to talk about change but to be committed to it.

FeaturedChip has presented over 1250 talks in the US, UK and Australia while acting as international point man for famed speaker Tony Robbins, before launching his own career in 1993. He has since been selected to “Switch On” over 975 events for companies and associations such as Ford, Hyatt, Proctor & Gamble, Exxon, NADA and PMI. Chip graduated from the University of Oregon in 1983 from the College of Business Administration.

Iowa Division of Banking Superintendent jim schipper appears at this year’s Convention both on the Regulators’ Panel Breakout Session, and during the Second General Session to present a report on the state of banking in Iowa.

An Iowa native, Schipper was born and raised in Butler County. He obtained his B.S. Degree in Ag Economics from

Iowa State University in 1972. He has been an Iowa community banker for more than 40 years. Schipper is presently Chairman of the Board of American State Bank in Osceola, a $150 million bank in southern Iowa. He organized an investor group in 1987 to establish Osceola Bancorporation and obtained a de novo charter for American State Bank. He served as the charter CEO of the bank for 22 years.

Jim was nominated by Gov. Branstad and confirmed by the Iowa Senate as Superintendent of Banking in January 2011 and was re-appointed for a new four-year term in April 2013. He also has served a two-year term on the Board of the Conference of State Bank Supervisors and co-chair of the CSBS Banker Advisory Board.chip eichelberger

Entrees

jim schipper

Professorjames olson



Speakersjohn buhrmaster is the featured speaker in the Second General Session. Buhrmaster is the Immediate Past Chairman of Independent Community Bankers of America (ICBA), a national trade association representing the interests of over 6,400 community banks of all sizes and charter types. ICBA has member banks in every state and territory in the United States.

As a fourth-generation president of 1st National Bank of Scotia, N.Y., Buhrmaster has more than 26 years experience in the financial services industry, including many years of service to ICBA. He is currently a director of the ICBA Services Network, chairman of the Federal Delegate Board and a member of the Policy Development and Strategic Planning Committees. He has been past Chairman of the Payments and Technology and the Marketing and Membership Committees. He is also past chairman of ICBA Bancard and past director of TCM Bank in Tampa, Fla.

On the state and local level, Buhrmaster is a member of the board of directors for the Independent Bankers Association of New York State. He is also a member of the Government Relations Committee and past Vice Chairman, Treasurer and past member of the Education Committee. Currently, he is a member of the Education Committee for the New York State Bankers Association.

john buhrmaster

spouses, family and associate/affiliate guests are all encouraged to attend

the General sessions. Presentations by Jim Olson, Chip Eichelberger, John

Buhrmaster, Jim Schipper andJeff Havens are informative and entertaining for all attendees!

Our final keynote sendoff speaker jeff Havens began his career as a high school English teacher before following his father Rex Havens into the world of stand-up comedy, where he worked with some of the brightest lights in American comedy and honed the art of engaging audiences through laughter.

Jeff has brought his unique, side-splitting, message-based lectures and keynote addresses to General Electric, Ford Motor Company, McDonald’s, University of Wisconsin, Purdue, and hundreds of other corporations and colleges in the United States and Canada. He’ll be giving his “US vs. THEM!: Understanding Millennials” presentation to close this year’s Convention events.

Original, informative, hilarious and powerful, Jeff’s speeches have transformed the way businesspeople approach the idea of personal and professional growth. His ability to help people achieve success in leadership, customer service, communication, generational issues, corporate culture and more by talking about what they should and shouldn’t do guarantees that his audience manages to laugh and learn at the same time.

Jeff’s insistence that we’ll all improve better and faster if we enjoy the learning process is proven in his ability to provide all the content of a traditional presentation with all the entertainment value of a comedy show.

Jeff has written for several business and tech publications including Fast Company, Entrepreneur, BusinessWeek and Wall Street Journal, and has been featured on CNBC and Fox Business.

jeff Havens


Sides Breakout SessionSpeakers

Back by special demand is the Regulators’ Panel. Panelists include Iowa Division of Banking Superintendent jim schipper, Regional Director james laPierre with the FDIC’s Kansas City Region Division of Supervision and Consumer Protection, and Iowa Regional Director jeffrey jensen with the Federal Reserve Bank of Chicago.

jim schipper james laPierre jeffrey jensen

bReaKouT eDucaTional session a:REGULATORS’ PANEL

chris lorence is Executive Vice President & Chief Marketing Officer for ICBA in Washington, DC. He will be giving the presentation “Social Media Matters” at the Bankers’ Roundtable Breakfast on Thursday morning, as well as moderating the Social Media Discussion Panel breakout session that afternoon.

Chris’ duties for ICBA include oversight and management of the organization’s marketing and communications department, which includes political advocacy, social media integration, press relations,

and brand management. Lorence is also responsible for the organizations flagship award winning national magazine, Independent Banker® and four other strategically aligned membership and industry publications. As a member of the senior executive team, Lorence works with management and staff to both help create and bring to life the organizations strategic vision and initiatives.

Lorence was named one of the Top 50 CMO’s in social media by Forbes magazine in 2014. Before coming to ICBA, Lorence was chief operating officer of a community based financial organization and has more

than 20 years of senior management experience within the financial community.

chris lorence

banKeRs’ RounDTable bReaKFasT anDbReaKouT eDucaTional session c:“SOCIAL MEDIA MATTERS”SHAZAM Senior Vice President of Marketing &

Merchant Services Dan Kramer will present the “Emerging Trends In Data Breach Response” Breakout Session. Dan is responsible for directing the marketing and merchant strategic and operational functions for the SHAZAM Network. He leads the innovation and expansionof company merchant and marketingproducts and services, providing guidanceand coordination from the customers’ perspectives.

Dan has an extensive 19-year background in merchant portfolio management, electronic funds transfer (EFT) sales and EFTmarketing. He joined SHAZAM in 1999 as a Merchant Product Manager and became the Senior Vice President of Merchant Services in 2001. From 2001 to 2006, Dan focused his efforts on strengthening and expanding SHAZAM’s acquiring business. He moved to his current role of Senior Vice President of Marketing and Merchant Services in 2006.

In 2007, Dan joined the board of directors for the Iowa Grocery Industry Association (IGIA). He has served as chairman of the IGIA, president of Prevent Child Abuse Iowa and currently serves on the boards of Iowa and Missouri Grocers Association and the YMCA of Greater Des Moines.

bReaKouT eDucaTional session b:“EMERGING TRENDS IN DATA BREACH RESPONSE”

Dan Kramer

Breakout Sessions sponsored by 2015 CBI Hall of Fame Sponsor Deluxe Corp.


THuRsDay, july 168 aM - 9:15 aMPebble Beach RoomEnjoy a special breakfast including quiche, fresh seasonal fruit and assorted pastries while Vi Bella Jewelry representative Heidi Kooiker recounts the Vi Bella story. Browse handmade jewelry crafted from recycled materials by artisans in Haiti, Mexico and Iowa while you learn about Vi Bella’s mission to provide sustainable employment to women in those communities.

THuRsDay, july 161:45 - 4:15 PMMeet In Front LobbyArrowwood ResortDiscover the variety of activities at the PearsonLakes Art Center. Spend an unforgettableafternoon touring through the Center’s six galleries, performing arts theatre, interactive gallery, library, events hall or gift shop. Then, toast your fellow tour-goers at an exclusive spouses’-only cocktail party. Here’s to your health!

• eleventh annual catch & Release Fishing Tournament Wednesday, july 15 - 7:00 aM Breakfast begins at 6:30 AM (Additional information on pg 5) Fishing Tournament sponsored by Equias Alliance

• Mixed Pair Golf Tournament Wednesday, july 15 - 12:00 PM Lunch begins at 11:30 AM (Additional information on pg 5)

• Kick-off Reception Wednesday, july 15 - 6:30 PM (Additional information on pg 5) Sponsored by SHAZAM

• Registrants’ lunch spouses/Family Registrants/Guests & associates/affiliates Thursday, july 16 - 12:30 PM (Additional information on pg 3) Sponsored by Dickinson, Mackaman, Tyler & Hagen

• Wine and cheese Reception Thursday, july 16 - 5:30 PM (Additional information on pg 5) Sponsored by CBI’s Leaders of Tomorrow Group

• Thursday Gala Reception Pac auction/Tradeshow Thursday, july 16 - 6:30 PM (Additional information on pgs 4 & 5)

• bankers’ Golf Tournament Friday, july 17 - 1:00 PM Lunch begins at 12:30 PM (Additional information on pg 5)

Desserts Spouse & Family Activities

ADDITIONAL FAMILY& GUEST EVENTS

HAPPY HOUR

A TOAST TO THE ARTS:Spouses’ Trip toPearson Lakes Art Center

Welcome Reception &“Cheers for Women” Breakfast


The Gala Reception / PAC Auction / Tradeshow is a featured event of Thursday’s Convention activities. Grab something good at the food stations while you network with community bankers from around Iowa, and peruse items on the block during the Live and Silent Auctions that benefit CBI’s PAC. Make some memories with a visit to the “Wall of Fame” Photo Booth, take your turn at the Putting Contests, and enter the drawings available at various exhibit booths for a chance to win great prizes!

Tour the Tradeshow during the Gala Reception to explore companies who can provide the technologies, products and services that are critical to your business. CBI brings these potential partners to one location so you can easily learn how they can help improve your business, and compare prices and products more effectively.

Glory Global Solutions

ICBA Securities

Investment Professionals, Inc.

John M. Floyd & Associates

Midwest Independent Bank

Secure Banking Solutions

SHAZAM

Visiting the Gala Exhibitors enables you to:• keep abreast of new information, products, and services;• improve purchase management and business development;• compare prices and products more effectively; and• save time by seeing these CBI partners in one location.

The following companies will be displaying their technologies, products, and services:

Make sure to

visit with each

company to be

entered into a

prize drawing!

BCC Advisers

Country Banker Systems

EMC Insurance

EO Johnson Business Technologies - LOCKNET Managed IT Services

Equips

Farmer Mac

Storey Kenworthy

Total Networx, Inc.

Travelers

Turnkey Security Equipment

United Bankers’ Bank

Vantage Point Solutions

Explore Gala Events on Thursday, July 16 in the Wimbledon Room.

Gala Reception


arrowwood Resort & conference centerConvention HeadquartersHighway 71, Okoboji800.727.4561

1. King $149 2. Double Queen Beds $149

americinn of okoboji1005 Brooks Park Drive, Okoboji712.332.9000

1. King $129.90 2. Double Queen beds $129.90 3. King Whirlpool $149.90 4. One-room King Suite $179.90 (with whirlpool and fireplace) 5. Two-room King Suite $199.90 (with whirlpool and fireplace)

The Roadhouse

A block of rooms and suites have been reserved for CBI convention attendees at the Conference Headquarters, Arrowwood Resort & Conference Center, as well as Bridges Bay, AmericInn of Okoboji and The Inn at Okoboji.

Room reservations must be made by june 13, 2015 in order to secure the discounted rates listed;ask for the CBI room blocks. Room type subject to availability. Room prices do not include tax.

Bankers will continue to receive room preference at the Headquarters hotel.

Please note that cancellations of any room nights must be made one week prior to arrival date in order to avoid charges.

convention Headquarters are located at the arrowwood Resort & conference center, which is nestled in the beautiful iowa Great lakes region. The hotel sits on the 27-hole championship brooks national Golf club and is in the heart of all the lake area has to offer. in addition to activities from swimming to water skiing, go-karts to bike trails and so much more, the arrowwood is near arnolds amusement Park, Pearson lakes art center, the

iowa Rock & Roll Hall of Fame, okoboji summer Theater and the Historic abbie Gardner cabin.

bridges bay630 Linden Drive, Arnolds Park712.332.2202

1. King Suites $239 2. Double Queen beds $199 3. Two-Bedroom unit $389 4. Three-Bedroom unit $519

The inn at okoboji3301 Lake Shore Drive, Okoboji712.332.2113

1. Single Queen $154 2. Double Queen beds $159 3. Double room Kitchenettes $179 (1 Double bed and 2 Single beds) 4. Lakefront junior suites $189 (1 Queen and 1 5-ft Bunk beds)

At Bridges Bay, a shuttle to and from the Arrowwood will be provided for Breakfast and the General Sessions.


THANK YOU to our Sponsors for their support of the

Community Bankers of Iowa’s 44th Management Conference

and Annual Convention!

icbasHaZaMDeluXe coRP.banKeRs’ banKicba secuRiTiesinvesTMenT PRoFessionals, inc.FeDeRal HoMe loan banK oF Des Moines

Platinum Sponsors

Diamond Sponsors

The Community Bankers of Iowa would also like to give additional recognition to the following

2015 CBI HALL OF FAME SPONSORSand thank them for their support, not only at the 44th Annual Convention but throughout the year!

Sponsors

Thank You!

convention Golf shirts - icba securitiesHotel Keycards - investment Professionals, inc. • Tradeshow bags - Fredrikson & byron law Firm

Promotional Item Sponsors:


Star Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

WE ENCOuRAgE yOu tO REgiStER ONLiNE At CBiAONLiNE.ORgYou must register to attend any Convention event. Please print and duplicate this form for additional registrants.

Bank/Company Name:

First Name: Last Name:

Nickname for Badge: First Time Attendee:

Address: City/State/Zip:

Telephone: Email:

Spouse/Guest Name: Nickname for Badge:

Spouse/Guest Email:

First & Last Name of Each Youth Registrant:

Please select if this will be your first convention, and thank you for joining us!

Payment options on facing page.

Reservations

Catch and Release Fishing Tournament: 7:00 am - 11:00 am(In order to participate in the Fishing Tournament you must have a valid Iowa fishing license. Tournament fees include gratuity.)

____ x $150 = $______

A Toast to the Arts: Spouses’ Event ____ x $45 = $______

Spouses’ Welcome Reception& “Cheers for Women”

(Included in registration fees)# of Attendees: ____

OPTIONAL EVENTS:

REGISTRATION FEES:

ToTal aMounT Due $

standard Registrationlate Registration

(After June 15, 2015)

First Banker Registrant ___ x $425 = $______ ___ x $450 = $______

Additional Registrantsfrom the same bank ___ x $325 = $______ ___ x $350 = $______

Associate Registrant(Correspondent Bank) ___ x $450 = $______ ___ x $475 = $______

Affiliate Registrant(Vendor) ___ x $450 = $______ ___ x $475 = $______

standard Registrationlate Registration

(After June 15, 2015)

CBI Member Bankthat has noT attended Convention in the last 5+ years

___ x $150 = $______ ___ x $175 = $______

icba Member noTbelonging to CBI ___ x $550 = $______ ___ x $575 = $______

Spouses / Guests ___ x $175 = $______ ___ x $200 = $______

Youth (18 & Under) ___ x $30 = $______(Each youth registration includes a one-day pass to Arnold’s Park,Thursday’s lunch, and the Gala Reception.)

___ x $55 = $______

Bankers’ Roundtable Breakfast(Included in registration fees)

# of Attendees: ____

(Open Only to CBI Bank Members)

Legislative Committee Meeting/ Annual Meeting Lunch


Town Hall Breakfast(Included in registration fees)

# of Attendees: ____

Registrants’ Lunch:Spouses, Family & Associates/Affiliates


Bankers’ Golf TournamentBrooks National Golf Club(Bankers’ Tournament fees includegratuity, lunch, greens fees and cart)

PER PERSON

____ x $125 = $______Mixed-Pair Golf TournamentBrooks National Golf Club(Mixed-Pair Tournament fees includegratuity, lunch, greens fees and cart)

PER COUPLE

____ x $160 = $______

Name: ------------------------------------------------------------------------------------------------------------------------------------Foursome Partners

Name: ------------------------------------------------------------------------------------------------------------------------------------Foursome PartnersName: ------------------------------------------------------------------------------------------------------------------------------------

Foursome Partners

Name: ------------------------------------------------------------------------------------------------------------------------------------Foursome Partners

CBi Cancellation Policy:substitutions are allowed and encouraged. cancellations received either by fax or e-mail prior tojune 15, 2015 will be fully refunded. Registrants cancelling on or before july 3, 2015 will receive

refunds less 30% administrative fees per person.CANCELLING ANY REGISTRATION OR EVENT ACTIVITY AFTER JULY 3, 2015 IS NON-REFUNDABLE.

Payment information: ToTal aMounT Due (from facing page) $

Please select your payment method: Check Enclosed* Credit Card** *Checks should be made payable to Community Bankers of Iowa

**CBI accepts Visa and Mastercard. If you are paying via credit card, CBI encourages you to register online. If not registering online, please fill out the following information:

Number: Expiration date: Three-digit code:

Name as it appears on card:

Bank/Company Name:

Mail registration forms and payment to: community bankers of iowa1603 22nd street, suite 102 | West Des Moines, ia 50266

Fax: 515.453.1498 | 515.453.1495

Registration and payment are available on the community bankers of iowa’s website at www.cbiaonline.org.

In order to minimize error and protect your information,

WE ENCOuRAgE yOu tO REgiStER ONLiNE.If you have any questions, please call the CBI office at 515.453.1495.

1:45 p.m. to 2:45 p.m. A: Regulators’ Panel

B: Emerging Trends InData Breach Response

C: Social Media Panel

3:00 p.m. to 4:00 p.m. A: Regulators’ Panel

B: Emerging Trends InData Breach Response

C: Social Media Panel

breakout sessions:Please check ONLY TWO of the following Thursday

Breakout Educational Sessions that you plan to attend: Thank You!

Looking forward to forming lasting relationships in the state of Iowa -one bank at a time.

Stacy Snyder VP/RELATIONSHIP MANAGER

Looking forward to the next 30 yearsAt MIB, we’ve been helping community banks

prosper and grow for 30 years. Our customers

can take comfort in knowing MIB has a successful

history and a bright future.

To contact Stacy, call: 515-468-9688

MEMBER FDICYour Bankers’ Bank mibanc.com dickinsonlaw.com699 Walnut Street, Suite 1600 • Des Moines, Iowa 50309 • 515-244-2600

Dickinson Law: Firmly planted in Iowa®

Serving clients in all 99 counties for:BankingBusiness

Employment & LaborFamily LawLitigation

Trusts & EstatesReal Estate & Land Use

Dickinson Mackaman Tyler & Hagen P.C.

©2015 Community Bankers of Iowa

44th Management conference& annual convention

Convention brochure 2015

Documents