rules bulletin template - njbankers.com€¦ · 2:40 p.m. to 3:40 p.m. resume to reputation -...

CONFERENCE BULLETIN

NEW JERSEY BANKERS ASSOCIATION

NJBankers 411 North Avenue East

Cranford, NJ 07016 (908) 272-8500

www.njbankers.com

Presented by:

CPE & CLE

CREDITS MAY APPLY

EVENT SCHEDULE

8:15 a.m. Registration

9:15 a.m. Program

11:55 a.m. Luncheon

3:40 p.m. Adjournment

For additional information,

Please call or e-mail:

Program: Cris Goncalves

908-272-8500, ext. 630

[email protected]

Sponsorships: Jenn Zorn

908-272-8500, ext. 611

[email protected]

Registration: Claire Anello

908-272-8500, ext. 631

[email protected]

Follow us on:

Updated: February 29, 2016

6th ANNUAL WOMEN IN BANKING CONFERENCE

Knowledge, Power, Mentorship

Wednesday, April 6, 2016

The Palace at Somerset Park, Somerset, NJ

Join us in celebrating our sixth annual one-day conference concentrating on the

advancement of women in leadership positions. Successful women managers and leaders

from New Jersey financial institutions and affiliated professional groups share their

experiences and knowledge with future leaders.

Dorothy Savarese, of Cape Cod Five Mutual Company and In-coming Chairwoman, of

American Bankers Association will be the morning keynote speaker, where she will give

her perspective on how to elevate your career to the next level. Attendees will then have the

opportunity to attend one of our three breakout sessions. The first session will be on “Stress

and Our Perceptions” with Debra Singleton, Cigna. Determine whether your perception

of control is more internal or external. The better you are at managing your own stress, the

more you'll positively affect those around you, and the less other people's stress will

negatively affect you. Our second session will focus on “Fearless & Feminine in a Man’s

World: How to Get Further Faster (Without Feeling Pushy or Awkward!)” with Linda

Albright. The third break-out session will be “Millennials – 3 Tips for Financial Health”

with Barbara Carrollo-Loeffler, Dawn Scocco and Laura Huderwitz of Provident

Bank, where attendees will learn to create a budget, get out of debt and save for the future.

After our networking luncheon, attendees will attend a session on “Executive Presence:

Defining Yourself as a Leader” moderated by Margaret Lanning, OceanFirst Bank, along

with Angela Snyder, Chairwoman and CEO, Fulton Bank of New Jersey and In-coming

Chairwoman, New Jersey Bankers Association, Paula Mandell, M&T Bank and Marie

Dumas, East Tenth Group. The panel will discuss how women can learn to allow their

presence be known, through their leadership skills. Leaders are not born, they are made!

Following the panel will be a presentation on “Cyber Security” with Kevin Rietema,

Federal Bureau of Investigation. With all that is going on around us, it is imperative that

banks be aware of the various cyber threats they face on a daily basis. The day will conclude

with a presentation on “Resume to Reputation – Transforming your LikendIn Profile”.

Don’t dismiss the attention your LinkedIn account can get. It is a great destination to get

more visits based on your reputation.

GIVING BACK TO THE COMMUNITY: This year the Women In Banking Conference

is proud to partner with The Center for Great Expectations. During the General Session,

Margaret Wright, of The Center for Great Expectation will discuss her journey that lead

her to form the center, which is a safe place, a safe presence and a safe path for homeless,

pregnant or parenting, adult women and adolescents, and their children to overcome, and

break, the destructive generational cycle of trauma, abuse, homelessness and addiction.

Please see page 8 for further details on how you can contribute to the Center during the

conference.

WHO SHOULD ATTEND: The Women in Banking Conference welcomes members of

any financial institution or financial services provider interested in the enhancement and

career growth of women in New Jersey.

http://www.njbankers.com/

mailto:[email protected]



https://www.facebook.com/NJBankers

http://www.twitter.com/NJBankers

CONFERENCE BULLETIN continued

2

WOMEN IN BANKING CONFERENCE


8:15 a.m. to 9:15 a.m. Registration / Networking

9:15 a.m. to 9:20 a.m. Welcome / Introduction

Geri Kelly, Executive Vice President

Human Resources Officer

Columbia Bank

9:20 a.m. to 10:10 a.m. Keynote Speaker

Dorothy A. Savarese, Chairman, President & CEO

Cape Cod Five Mutual Company

In-coming Chairwoman, American Bankers Association

10:10 a.m. to 10:25 a.m. The Center for Great Expectations

Margaret Wright, President & CEO

The Center for Great Expectations

10:25 a.m. to 10:55 a.m. Networking / Mentoring Break

10:55 a.m. to 11:55 a.m. Concurrent Breakout Sessions (choose one of three)

Option A:

Stress and Our Perceptions

Debra Singleton, LCSW, Trainer

Cigna

Option B:

Fearless & Feminine in a Man’s World:

How to Get Further Faster

(Without Feeling Pushy or Awkward!)

Linda Albright, Entrepreneurial Coach & Strategist

Women’s Wealth Revolution

Option C:

Millennials – 3 Tips for Financial Health!

How to Create a Budget:

Barbara Carrollo-Loeffler, Senior Vice President &

Director of Consumer & Residential Lending

Provident Bank

How to Get out of Debt:

Dawn Scocco, Vice President & Portfolio Manager

Provident Bank

How to Save for the Future:

Laura Huderwitz, First Vice President & Market Manager

Provident Bank


3



11:55 a.m. to 12:40 p.m. Luncheon / Networking

12:40 p.m. to 1:40 p.m. Executive Presence: Defining Yourself as a Leader

Moderator:

Margaret Lanning, First Senior Vice President,

Chief Credit Officer

OceanFirst Bank

Panelists:

Paula Mandell, Regional President

M&T Bank

Angela Snyder, Chairwoman & CEO

The Fulton Bank of New Jersey

In-coming Chairwoman, New Jersey Bankers Association

Marie Dumas, Strategic Leadership Advisor

East Tenth Group

1:40 p.m. to 2:40 p.m. Cyber Security

Kevin G. Rietema, Special Agent/Coordinator

Federal Bureau of Investigation

2:40 p.m. to 3:40 p.m. Resume to Reputation - Transforming your

LinkedIn Profile

Speaker to be Announced 3:40 p.m. Adjournment


4

SPONSORS

NJBankers Women In Banking Planning Committee would like to thank the following for their

generous support:

DIAMOND SPONSORS

GOLD SPONSORS

SILVER SPONSORS

BRONZE SPONSORS PATRON SPONSOR PHOTOGRAPHY SPONSOR

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwiL1IyS8pDKAhVHKCYKHTEGAVAQjRwIBw&url=https://www.lancastershrm.org/business-directory.asp&psig=AFQjCNFK07FZou4zFSX9dl3viCPxIXf4Gw&ust=1452022106239592


5



April 6, 2016

SPONSORSHIPS AVAILABLE

LEVEL AMOUNT INCLUDES

PRESENTING SPONSOR*

*limited time offer; limited to one partner

$15,000

Welcome / Introduction of Program

Exclusive table give away sponsor

Speaking opportunity available

Logo recognition on screen at breaks and lunch

Logo recognition in weekly e-Bulletin and mailings

Company profile in program guide

Marketing materials distributed to attendees

20 complimentary registrations

Podium recognition

DIAMOND SPONSOR $10,000





Podium recognition

PLATINUM SPONSOR $7,500





GOLD SPONSOR $5,000




SILVER SPONSOR $2,500

Signage at event



BRONZE SPONSOR $1,000 Signage at event


SPONSORSHIPS: To Discuss Sponsorship Levels or to Send Completed Form and Company Logo (high res .jpg/.eps)

contact: Jenn Zorn, Senior Vice President/Director of Education and Business Development, New Jersey Bankers Association, 411 North Avenue East, Cranford, NJ 07016 [email protected]. Secure Fax: 908-272-2720

PAYMENT METHOD AmEx____ Visa____ MasterCard____Discover____Check ____ (To ensure your space, please fax form even if mailing with a check.)

Card # ___________________________________________________ Name on Card _____________________________________________ Exp. Date____________________ CCV#________________________ Signature__________________________________________________

Grand Total of Sponsorship: $__________________________

SPONSORS, PLEASE SEE SEPARATE REGISTRATION FORM



6

WOMEN IN BANKING

CONFERENCE


Date: Wednesday, April 6, 2016

Registration: 8:15 a.m. – 9:15 a.m.

Program: 9:15 a.m. – 3:40 p.m.

Location:

The Palace at Somerset Park

333 Davidson Avenue

Somerset, NJ 08873

TO REGISTER

By Mail:

New Jersey Bankers Association

411 North Avenue East

Cranford, NJ 07016

By Fax:

908-272-2720

Online:

www.njbankers.com

Questions?

908-272-8500

Registration Information: Program fee includes

seminar materials, continental breakfast,

refreshment break, and luncheon. The deadline to

register is March 23, 2016. Cancellations

received prior to the registration deadline will be

assessed an administration fee of $25 per

registrant. After March 23, 2016, refunds will not

be granted, but substitutions are welcomed. All

cancellations must be submitted in writing.

In case of inclement weather, please call the New

Jersey Bankers Association office after 6:30 a.m.

for a message on cancellation.

Follow us on:

REGISTRATION

(Please photocopy for addit ional attendees)

Sponsors, please see at tached form for addit ional at tendees

Attendee

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:

**Note, all handouts will be emailed prior to seminar

Concurrent Morning Session (choose one of three)

Option A – Stress and Our Perceptions

Option B – Fearless & Feminine in a Man’s World

Option C – Millennials – 3 Tips for Financial Health

Attendee Registration Fee:

NJBankers member - $170

Non-member* - $320

Hardship - (please see guidelines on next page)

I will require special accommodations/dietary needs to participate.

Please List:_____________________________________________________

PAYMENT METHOD

AmEx__ Visa__ MasterCard__Discover__Check __ (To ensure your space, please fax form even if mailing with a check.)

Name on Card ______________________________________________

Card # ____________________________________________________

Exp. Date____________________ CCV#________________________

Signature___________________________________________________

*If you are not a member of NJBankers and would like to join, contact Jenn

Zorn, 908-272-8500, ext. 611.

http://www.njbankers.com/

https://www.facebook.com/NJBankers

http://www.twitter.com/NJBankers


7

NEW JERSEY BANKERS ASSOCIATION

Financial Hardship Guidelines and Procedures for CLE Programs & Courses

The following constitutes the financial hardship guidelines and procedures for continuing legal

education programs and courses sponsored by the New Jersey Bankers Association:

1. The fees charged by NJBankers for continuing legal education programs and courses reflect the

Association’s commitment to the availability of affordable, quality CLE programs to our members

and their associates. Reduced fees to attend NJBanker’s programs are available to:

a) Attorneys in private practice whose gross annual income is less than $35,000; attorneys

who work for not-for-profit organizations; and judges, judicial law clerks, law professors

and law students may apply for a 15% discount off the member registration fee;

b) Employees of financial services regulatory agencies and other governmental entities

may register at the member rate.

2. Requests for reduced or waived fees for NJBanker’s sponsored CLE programs shall be made in

writing and submitted to Jenn Zorn, Vice President/Director of Education and Business

Development no later than 14 days before (March 23, 2016) the date on which the CLE course or

program is to be held.

3. The written request shall contain a statement of the economic hardship and/or employment status

and the relief sought by the applicant. All requests made pursuant to these guidelines shall remain

confidential.

4. The applicant shall be informed of the committee’s decision, not later than seven days prior to

the date (March 30, 2016) on which the CLE program or course is to be given, provided that the

application for a reduced or waived program fee has been submitted in a timely manner.


8

For Further Information:

The Center for Great Expectations

19B Dellwood Lane

Somerset, NJ 08873

http://www.cge-nj.org/

Contact: Noreen Whittemore at (732) 247-7003,

Ext. 25 or [email protected]

NJBankers is excited to announce that we are partnering with The Center for Great

Expectations. We are asking attendees to bring one of the items listed below or click here to donate

virtually.

The Center for Great Expectations provides residential treatment for homeless adolescents who

are pregnant, and homeless adult women with substance use and mental health disorders who are

pregnant and their children. The Center creates a supportive environment where residents learn to

“break the cycle” of homelessness, trauma, and addiction, and take “the next right step” which

enables them to experience, choose and maintain physical, social, and spiritual health for

themselves and their children.

NJBankers donation table will be staffed by a team of bank employee volunteers for guests to

make donations.

The Center for Great Expectations critically needed items:

Gift Cards to:

Walmart

Stop and Shop

Home Depot

Michaels

ShopRite

CVS

Walgreens

Rite Aid

Target

Diapers – size 5 & 6

Newborn Diapers

Girls: Pull-Ups 4T/5T

Baby Wipes

White Long Sleeve Onesies 0-3

Months

Boppy Pillows

Safety First Deluxe

Healthcare/Grooming Kits

http://www.cge-nj.org/


https://www.cge-nj.org/get-involved/donate-now/


9

DIRECTIONS


333 Davidson Avenue

Somerset, NJ 08873

(732) 302-9922

LOCAL TRAFFIC (RT. 18) Continue on Rt. 18 until you reach the exit for Rt. 527/South Bound Brook.

Continue to Easton Avenue via Landing Lane

Make a right onto Easton Avenue

Continue on Easton Avenue until you pass under the I-287 overpass

(approximately 4 miles).

At the next traffic light, make a left onto Davidson Avenue

Continue on Davidson Avenue for approximately one and one quarter miles to 333

Davidson Avenue

The Palace entrance is on your right

FROM PRINCETON, NEW JERSEY, VIA 206 NORTH Take 206 North to Rt. 514 E. / Amwell Road

Turn right onto Rt. 514 E. / Amwell Road and continue approximately 5 miles

Turn left onto Elizabeth Avenue, go 2.1 miles

Turn right at New Brunswick Road, go 0.3 miles

Turn right to stay on New Brunswick Road, go 0.1 miles

Turn left at Davidson Avenue, go 0.3 miles

The Palace entrance will be on your left

FROM RT. I-287 NORTH Take exit 10 for Rt. 527 (New Brunswick/Easton Avenue)

Follow Rt. 527 North to the first traffic light and make a left onto Davidson Avenue


Davidson Avenue


FROM RT. I-287 SOUTH Take exit 10 for Rt. 527 (New Brunswick/Easton Avenue) and continue to Worlds

Fair Drive

Make a right onto Worlds Fair Drive and continue to traffic light

Make a right onto Pierce Street and continue to the first traffic light

Make a left onto Davidson Avenue

Continue on Davidson Avenue for approximately one quarter mile to 333 Davidson

Avenue



10

DIRECTIONS (cont.)


333 Davidson Avenue

Somerset, NJ 08873

(732) 302-9922

FROM THE NEW JERSEY TURNPIKE Take exit 10 for Metuchen/Edison to I-287 N.

Take exit 10 for Rt. 527 (New Brunswick/Easton Avenue)

Follow Rt. 527 N. to the first traffic light and make a left onto Davidson Avenue


Davidson Avenue


NEW YORK AND POINTS NORTH Take the New Jersey Turnpike Southbound Lanes. Follow directions as above

PHILADELPHIA AND POINTS SOUTH Take the New Jersey Turnpike Northbound Lanes. Follow directions as above

FROM THE GARDEN STATE PARKWAY NORTH Take exit 127 for I-287 N. Take exit 10 to Rt. 527 (New Brunswick/Easton

Avenue)



Davidson Avenue


FROM THE GARDEN STATE PARKWAY SOUTH Take exit 129 for I-287 N.

Take exit 10 to Rt. 527 (New Brunswick/Easton Avenue)



Davidson Avenue


FROM NORTHERN NEW JERSEY VIA I-78 Take I-78 to I-287 South. Take exit 10 for Rt. 527 (New Brunswick/Easton Avenue)

At the bottom of the exit ramp, get into the left lane and make a left turn. (Go under

overpass of I-287)

Go straight (bearing to the right) to the first traffic light and make a left onto Davidson

Avenue


Davidson Avenue



Knowledge, Power, Mentorship Wednesday, April 6, 2016


333 Davidson Avenue

Somerset, NJ 08873

SPONSOR REGISTRATION ONLY

Presenting – 20 Co mp Registra t ions

Dia mond – 15 Comp Regis tra t ions

Plat inum – 10 Comp Regis tra t ions Gold – 7 Co mp Regis tra t ions

Si lver – 5 Comp Registrat ions Bronze – 2 Comp Registrat ions

SPONSOR

Attendee 1

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________

Concurrent Morning Session (choose one)

Option A – Stress Management Option B – Women’s Wealth Revolution Option C – Millennials – 3 Tips for Financial Health

Attendee 2

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 3

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 4

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 5

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 6

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 7

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 8

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 9

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 10

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 11

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 12

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 13

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 14

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 15

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 16

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 17

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 18

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



SPONSOR

Attendee 19

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



Attendee 20

Name: Title:

Company:

Address:

City/State/Zip:

Phone: Fax:

**E-mail:



Please List:_____________________________________________________



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