GOLDSeries 2012 Highlights

GOLDSeries 2012 Event Highlights

December 17, 2012

GOLDSeries Overview

• During the later part of 2012, 18 rotation program participants came together to launch the GOLDSeries in three sites: Los Angeles, Phoenix and Dallas.

• GOLDSeries encourages Bank of America rotation program participants to “grow, observe, learn, develop and succeed” while aiming to connect program participants across all programs, in all US sites, through quarterly leadership development speaker series and networking events.

• The vision of the series is to create a sense of community in heavily populated Bank of America sites, build an organization that allows participant to network as they rotate from city to city and promote knowledge sharing across different programs.

Grow Observe Learn Develop Succeed

Greater Los AngelesAndrew ChangHailey Denenberg Shawn Do Stephanie Lang Gaming Li Karen Machniak Jeff Mei Jacob Rivkin Anthony Robinette

Greater Phoenix AreaGuillaume AzurdiaSheetal PatelLisa Yan

Dallas Fort Worth Metroplex Amy Hutcheson Janelle JamesColin Moynahan Cindy Tang

Central Team*David Buffie Stephanie LangCaitlin NothwehrAnthony RobinetteShawn Do Karen Machniak

*The Central Team provides support to the regional teams in the form of event planning and logistical assistance.

GOLDSeries Los Angeles Event: Catching Financial Tailwinds

Karim Khan, SVP Trade Operations

Event Details

• On 10/12/12, 16 participants from 6 rotations programs, gathered in Downtown Los Angeles for a presentation by senior leader, Karim Khan, a personal finance presentation by Merrill Lynch and a networking lunch. Karim Khan discussed the bank’s international trade and supply trade finance operations and Merrill Lynch associates discussed strategies for a healthy financial life.

• The following programs were represented at the session: CAAP, FMAP, GCB, GCB MBA, OMAP, and OMBA.

Event Highlights

• “It was a great experience to learn more about one of the many facets that make this company run successfully. Usually, we only get the tip of the iceberg and are left wondering about all the details and specifics of a particular job function. Karim’s presentation allowed for a thorough understanding of the trade operations business, which will undoubtedly allow me to do my job better as well. If I understand what the person to the left and to the right of me are doing, I can understand my place that much better. It was a great presentation.” - Jacob Rivkin, Corporate Audit Analyst Program ’12.

• After the Merrill Lynch presentation, approximately half of the event attendees set up retirement accounts or updated retirement contribution amounts.

Spencer Taylor, Financial Solutions Advisor

Elton Kwok and Andrew Chang learning how to catch financial tailwinds.

GOLDSeries Phoenix Q4 Event

Alumni Speed Networking

Event Details

• On 11/5/12, 14 participants and rotation program alumni gathered in Phoenix, AZ for a presentation by state president, Benito Almanza, a personal finance presentation by Merrill Edge Financial Advisor, Brian Harris, and an alumni speed networking event. Benito Almanza presented updates on the Arizona market and community and Brian Harris discussed the importance of budgeting, investing and retirement savings.

• The following programs were represented at the session: CLDP, GCB, OMAP and OMBA.

Event Highlights

• In addition to sharing some of the key impacts that the Bank has had on the AZ community, Benito Almanza presented updates on the market, with Phoenix being the fourth largest B of A market in the country. Benito also shared his experiences from his over 35-year history with the company.

• Brian Harris from Merrill Edge shared best demonstrated practices about ways to prevent debt, how to invest wisely, and ways to save for retirement. An interactive Q&A session on finance followed his segment.

• We hosted a speed networking event with 6 alumni working in the Phoenix metro area that have graduated from various rotational programs. Participants used this opportunity to meet and network with alumni.

Brian Harris, Merrill Edge Financial Advisor

Participants gather for lunch before the event begins.

GOLDSeries Dallas Q4 Event

Event Highlights

• Sean Tobias, Central Region Credit Risk Executive, shared about his diverse career path and offered rotation program participants advice for success at Bank of America.

• Joel Marius, Merrill Lynch Financial Solutions Advisor, spoke to the group about the importance of financial responsibility.

• Held a speed networking session to “break the ice” and allow participants to get to know each other and learn more about the other Campus Talent programs.

Photos and Memorable Quotes

Participation• On 12/6/12, the first Dallas GOLDSeries event was held at

the Bank of America Plaza building in Dallas, Texas, where 18 participants attended:

• 8 CAAP participants• 4 OMAP participants• 4 GCB Credit participants• 2 TAP participants

• All participants who completed the post-event survey stated they found value in the session.

“GOLDSeries is the missing link in the Campus Talent organization ”

-GOLDSeries participant

Participants listen to Joel Marius (left) and participate in an engaging speed networking session (above).

Appendix: Rotation Program Acronym List

Rotation Program Acronym List

Program Accronym Program Name

CAAP Corporate Audit Analyst Program

CLDP Consumer Leadership Development Program (also known as the Retail Bank MBA Program)

FMAP Finance Management Associate Program

GCB Global Commercial Banking Analyst Program

GCB MBA Global Commercial Banking MBA Program

OMAP Operations Management Analyst Program

OMBA Operations MBA Program

TAP Technology Analyst Program