The Bank Operations Institute (BOI) leads the fi eld in preparing commu-nity bankers for banking in the 21st Century. Guided by the industry’s top management practition-ers, consultants, regulators and educators, BOI builds its program around moving operations offi cers from the back room to the board-room. Here the emphasis is on practical, real-world issues and solutions. BOI takes students through the nuts and bolts of operations to a new level of strategic thinking.

This is a two year program that provides the practical management and leadership techniques necessary for successful community bank operations. The dynamic curriculum is monitored by regulators and bank-ers and offers strategic insight into both the present and future of banking techno logy, processes, and project management.

Students from a multi-state area attend BOI for one week each fall for two years. The program is taught by noted regula-tors, bankers, educators, and professionals with an emphasis on the practical skills needed for effective and profi table operational management.

Presented by theIBAT Education Foundation and SW Graduate School of Banking Foundation

Celebrating 29 Years In Community Banking Strategic Operations:Leadership, Technology, Compliance Education Celebrating 29 Years In Community Banking Strategic Operations:Leadership, Technology, Compliance Education

29th Annual SessionOctober 18–23, 2009

For Bank Operations Professionals, Cashiers, Operations Compliance Offi cersSMU Cox School of BusinessSW Graduate School of BankingDallas, Texas

For Bank Operations Professionals, Cashiers, Operations Compliance Offi cersSMU Cox School of BusinessSW Graduate School of BankingDallas, Texas

29th Annual SessionOctober 18–23, 2009

For Bank Operations Professionals, Cashiers, Operations Compliance Offi cersSMU Cox School of BusinessSW Graduate School of BankingDallas, Texas

CO

NTI

NU

ING

ED

UC

ATIO

NTh

is Sc

hool

will

pro

vide

forty

(40)

ho

urs

of C

ontin

uing

Edu

catio

n C

redi

t ho

urs

(CEU

’s).

info

@sw

gsb.

org

Cox

Sch

ool o

f Bus

ines

sSo

uthe

rn M

etho

dist

Uni

versi

tyPO

Box

750

214

Dall

as, T

X 75

275-

0214

Non

Profi

t O

rgU

.S. P

osta

ge

PAID

Sout

hern

Met

hodi

stU

nive

rsity

T h e B O I E x p e r i e n c e

Imagine six days spent each year for two years on the lush Southern Methodist University campus in Dallas. Students gain a thorough understanding of banking operations: from uniform bank performance reports, simulation models, project management experiential modules, investment and interest risk management to new fraud reduction products and tools on the horizon. In short, BOI is the launching pad from which high-potential managers learn what makes the bottom line function so they can measure the eff ectiveness of their decisions. Ultimately, this powerful school can help operations professionals reach the upper echelons of banking management in a knowledge-based economy.

Classes are held at the Edwin L. Cox School of Business, which BusinessWeek and others consistently rank as one of the nation’s top-tier business schools. Allied with the Cox School, you benefi t not only from BOI’s reputation, but also from its fi rst-rate facilities and staff , and the reputation of the SW Graduate School of Banking. At BOI, instruction is characterized by small classes, high faculty-student interaction, leadership development, state of the art visual aids, materials and classrooms.

To Register1. Register Online at www.swgsb.org/boi2. Fax Your Registration Form3. Mail Your Registration Form

Contact InformationIBAT Education Foundation, 1700 Rio Grande St., Austin, TX 78701Phone: 800/749-4228 Fax: 512/322-9004E-mail: info@swgsb.orgE-mail: jcourtney@ibat.org or mlange@ibat.org

NameTitleBankAddressCity, State, ZipTelFaxEmail address

BOI, SWGSB and IBAT Education Foundation do not discriminate on the basis of race, color, national or ethnic origin, sex, age, or disability.

T h e P r o g r a m C o n t e n t

In a series of informative lectures, case studies and interactive class exercises, you will become proficient in a number of key managerial areas that govern the operational aspects of community banking.

Attendees benefit from the skills listed and the banks benefit from greater operational efficiencies, enhanced regulatory compliance, and a greater awareness of income opportunities driven from the operational side of the bank.

Value Proposition• BOI describes the bank operations and the regulatory environment

• BOI explains the factors affecting bank performance and profitability

• BOI develops skills for strategic planning and project management

• BOI outlines the legal aspects of banking — especially operational and

compliance issues

• BOI discusses and develops an understanding of human resource functions

• BOI measures the impact of marketing and cross selling

• BOI prepares students with skills for effective presentations to the Boards of Directors

and shareholders

C o r e C u r r i c u l u m

Participants achieve a comprehensive understanding of the community bank operations function and how it contributes to the overall success and profit-ability of the bank.

Level One Curriculum Includes:• Defining the different functions and departments within the bank and

how they integrate• Banking and technology process and procedures• Regulatory agencies and reporting, purpose and structure• Bank performance analysis • Risk management concepts/techniques• Fraud reduction techniques• Controlling non-interest expense• Effective internal control and audit procedures• Compliance issues• Human resources management• Project management processes• Marketing and cross selling

measurement tools• Payment and collections issues• Electronic banking

Level Two Curriculum Includes:• Managing for high performance

banking• Bank investment/portfolio

management• Strategic and Business Planning

techniques• Strategic focus strategies• Branching issues• Delivery systems and channels• Risk management strategies• Fraud reduction techniques• Human resources strategies• Effective budgeting techniques• Bankruptcy and legal topics• Bank simulation models

W h o S h o u l d A t t e n d ?

Operations and lending officers who need to develop and fine tune managerial competencies and techniques around the operations of community banking. This includes cashiers, operations officers and head tellers transitioning into manage-ment, branch managers, future supervisory/management personnel and lending personnel who need to understand bank operations.

Program Dates and FeesThe 29th session of BOI will be held Sunday, October 18 – Friday, October 23.Space is limited. Please call to check availability.The $1875 enrollment fee represents the best value in banking education today and compares favorably with other banking programs. It includes tuition and meals for 6 days, course notebook and all handout materials. Meals include opening banquet on Sunday, lunches daily in the Umphrey Lee Cafeteria on campus; closing gradu-ation luncheon; and informal dinners on two evenings, plus all breaks throughout the week.

Sleeping accommodations have been reserved at a discount rate ($109 single occu-pancy, $119 double) at the Radisson Hotel, 6060 North Central Expressway, Dal-las, TX 75206. Please call the Radisson directly at 214-750-6060 to reserve your sleeping accommodations before September 27, 2009. Ask for the room block called Bank Operations Institute in association with the SW Graduate School of Banking, Cox School of Business, SMU, and Dallas. There is free parking at the Radisson. Free shuttle bus transportation from the Radisson to campus is included.

BOI 2009 Advisory CouncilGilbert D. Barker, Office of the Comptroller of the CurrencyLouis Barton, FrostCharles Cooper, Texas Department of BankingJulie Courtney, Independent Bankers Association of TexasThomas J. Dujenski, FDICLouis Ehlinger, Texas Heritage BankRobert Hankins, Federal Reserve Bank of DallasRobert Hulsey, American National Bank of TexasRandall James, James & AssociatesMary E. Lange, IBAT Education FoundationS. Scott MacDonald, SWGSB/SMUBrad Olson, Olson Research Associates, Inc.Jay Phillips, Cerfis Group, Inc.Perry Ritchie, Texas State BankKeith Seibold, FDIC (retired)Dennis Simmons, Southwestern Automated Clearinghouse Association (SWACHA)Lyle Walden, TIB–The Independent BankersBank