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					                                                                                         3895 Fairfax Court
                                                                                    Atlanta, Georgia 30339
                                                                                        770-444-3557 Direct
                                                                                          770-444-9084 Fax
                                                                                             ami@amifs.org




                             Risk Adjusted Performance Management
                             Webinar Series – Sponsored by SunGard
                                    Starting Tuesday September 16th

       Section                                                    Details
Webinar Title
                              Risk Adjusted Performance Management
                              1. Risk Adjusted Performance Management: the future of banking?

                              2. Requirements for Successful Risk Adjusted Profitability

                              3. Relationship Management

                              4. Budgets and Risk Adjusted Performance Management

                              5. The Data Dilemma



Dates
                              Tuesday September 16, 2008

                              Tuesday September 30, 2008

                              Thursday October 9, 2008

                              Tuesday October 21, 2008

                              Tuesday November 4, 2008
Time
                              All Webinars will be held from 11:00-12:15pm EST
Webinar Knowledge             Intermediate to Advanced
Webinar Series                AMIfs is pleased to announce a five-part webinar series highlighting Risk
Overview                      Adjusted Performance Management. The sessions will cover:

                              1.   Risk Adjusted Performance Management: the future of banking? (9/16)
                              2.   Requirements for Successful Risk Adjusted Profitability (9/30)
                              3.   Relationship Management (10/9)
                              4.   Budgets and Risk Adjusted Performance Management (10/21)
                              5.   The Data Dilemma (11/4)

Series Benefits               The Risk Adjusted Performance Management series will introduce banks of
                              any size to the emerging discipline of active balance management utilizing the



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                              latest tools of risk adjusted performance management.

                              Attendees of this series will gain a complete understanding of what will
                              required by regulators, analysts, executive management and shareholders by
                              banks of the future in terms of risk and operational management and the ability
                              to maximize profitability with it.

                              All of the history, common questions about implantation and the objections
                              will be covered so every attendee will be equipped to analyze where their
                              institution lies on the risk management curve – and will have a good idea of
                              what it will take to move up the curve.

                              You can sign up for individual sessions, but in this series each section builds
                              off of the previous session, so participating in the complete series will provide
                              you with the greatest return for your training dollar.

Series Agenda                 1. Risk Adjusted Performance Management: the future of banking?
                                       a. Why RAPM is critical to bank success.
                                       b. What does a Risk Adjusted Performance Management solution
                                             look like and how is it used?
                                       c. Proof points: what’s the return on investment?

                              2. Requirements for Successful Risk Adjusted Profitability
                                      a. It has to start at the transaction level and aggregate up
                                      b. Full reconcilement to the corporate numbers is a must.
                                                -at the top and throughout the system.
                                       c. Taking user needs into account

                              3. Relationship Management
                                        a. What constitutes a relationship?
                                        b. Effective relationship management is more than pricing.
                                        c. How does relationship management drive performance?

                              4. Budgets and Risk Adjusted Performance Management
                                       a. Budgeting is not just an exercise.
                                       b. Setting the right expectations.
                                       c. Incentive compensation everyone can believe in.

                              5. The Data Dilemma
                                       a. Your data will never be perfect, but it is better than you think.
                                       b. How the system will help your data.
                                       c. Getting started without getting stuck.


Learning Objective             Learn the language of Risk Adjusted Performance Management, going
                                beyond just Interest Rate Risk to all risk categories
                               Learn and understand the dynamics of operational risk and efficiencies, and
                                their potential impact on profitability – both short term and long term
                               Learn the features and functions necessary to successfully managing your
                                bank on a risk adjusted basis
                               Understand why hardware is no longer a constraint, even for small banks
                               How can you be sure you have sufficient, meaningful data to enter the
                                RAPM world? Find out what’s really required
                               Do budgets have a place in the RAPM world? Yes, but only if they are part
                                of the RAPM framework
Webinar Instructors           William Newcomer, Solutions Manager, SunGard Banks and
                              Corporations



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                              Will Newcomer has 28 years of commercial banking experience, with a
                              primary focus on performance measurement and incentive plans.
                              Newcomer was with what is now Bank of America in Texas for 13 years
                              and subsequently spent 15 years with Bancorp South. He has a BS in
                              Computer Science BS in Computer Science. MBA with a concentration
                              in Corporate Finance.

                               William Collett, Director of Profitability Solutions, SunGard Banks
                              and Corporations

Fees and Registration         The fee for one webinar is:
                              AMIfs Member fee is US $149
                              Non-member fee is US $199

                              Fee for the entire series:
                              AMIfs Member fee is US $450
                              Non-member fee is US $650


                              The fee includes workshop instruction and materials. Registrations may be
                              completed online at our website, mailed, or faxed to AMIfs. A copy of this
                              brochure and current registration information can be obtained from the website
                              - www.amifs.org. Registration and payment must be received before the
                              webinar begins. Fees cannot be refunded if participation is canceled within 14
                              business days of the event.

                              For information regarding administrative policies such as complaint and refund,
                              please contact our offices at 770-444-3557.
CPE                           Individual webinar will count as 1 CPE credits and the series will count for 7
                              CPE credits for CMAs and CPAs in the Management Advisory Services field
                              of study. AMIfs is registered with the National Association for State Board of
                              Accountancy as a sponsor of continuing professional education on the National
                              Registry of CPE Sponsors.

                              AMIfs is registered with the National Association of State Boards of
                              Accountancy (NASBA) as a sponsor of continuing professional education on
                              the National Registry of CPE Sponsors. State boards of accountancy have final
                              authority on the acceptance of individual courses for CPE credit. Complaints
                              regarding registered sponsors may be addressed to the National Registry of
                              CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-
                              2417. Web site: www.nasba.org.

About Sponsor                 SunGard’s Ambit is a banking solution suite for retail, commercial and
                              private banks. It provides banking professionals with solutions that
                              support front-, middle- and back-office operations, as well as solutions
                              for financial management, risk and compliance. Ambit BancWare
                              solutions offers scalable technology and proven solutions that help
                              financial firms effectively measure and manage risk, forecast balance
                              sheet performance, meet regulatory requirements and make critical
                              business decisions. Our modular, integrated solutions for asset/liability
                              management, profitability, strategic planning, credit risk, operational risk,
                              economic capital and regulatory compliance provide a complete picture
                              of your banking business. For more information, visit
                              www.sungard.com/ambit.

                              With annual revenue of $5 billion, SunGard is a global leader in software



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                              and processing solutions for financial services, higher education and the
                              public sector. SunGard also helps information-dependent enterprises of
                              all types to ensure the continuity of their business. SunGard serves
                              more than 25, 00 customers in more than 50 countries, including the
                              world’s 50 largest financial services companies

About AMIfs                   The Association for Management Information in Financial Services (AMIfs) is
                              the preeminent organization for management information professionals in the
                              financial services industry.

                              For 28 years, AMIfs has provided a unique opportunity for financial services
                              professionals to exchange their knowledge and experience. Our primary focus
                              is on performance measurement related topics such as customer, account,
                              organizational and product profitability, activity based costing, funds transfer
                              pricing, asset/liability management, and related measurement programs. For
                              more information, visit www.amifs.org. For information regarding
                              administrative policies such as complaint and refund, please contact AMIfs at
                              770-444-3557.




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