Bond Graduate School Western Independent Bankers

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					inform. educate. connect.

        Bond Graduate School
                        October 6, 2010 • The Fairmont, San Francisco

                                  AdvAnCed	InveStMent	StRAtegIeS	fOR	COMMUnIty	BAnkS
                                  •	 Analysis	of	Whole	Loan	CMOs
                                  •	 Using	A/L	to	Position	the	Bank	
                                  •	 Interest	Rate	Swaps
                                  •	 Whole	Loan	Purchases
                                  •	 Current	Accounting	Issues

                                  In	today’s	changing	and	competitive	banking	environment,	this	
                                  program	supports	you	and	your	bank’s	success	by	ensuring	the	
                                  most	current	and	efficient	methodologies.

                                     Our Guarantee:
                                     If you are not completely satisfied with this program, we will provide a full
                                     refund of your registration fees within 10 days of your attendance.

                                 Register at
Bond Graduate School
SChedule & PRoGRAM                                                            Why you Should
 Wednesday, October 6
                                                                              Bond Graduate School offers an
                                                                              advanced look at marketplace
 8:30-9:00 am     Registration & Continental Breakfast                        mechanics; pricing models, concepts
                                                                              and structures; accounting issues
 9:00-10:00 am    economic Overview and Outlook                               and advanced methodologies for the
                  Will Taylor, SVP, Vining Sparks                             modern community bank investment
                                                                              manager. Presented by noted
 10:00-11:00 am   Current accounting Issues                                   industry experts, you’ll get advanced
                  John Pender, CPA, Vining Sparks                             methodologies, resources, insight and
                  George Hancock, CPA, CFA, Vining Sparks                     techniques that help you navigate
                                                                              toward stronger results and avoid
 11:00 am Noon    analysis of Whole Loan CMOs                                 common pitfalls.
                  James Plunkett, SVP, Investment Strategies, Vining Sparks
                                                                              Who Should Attend
 Noon-1:00 pm     Lunch with Networking                                       n   Ceos
                                                                              n   CFos
 1:00-2:00 pm     using a/L to Position the Bank for rapidly rising           n   Controllers
                  Interest rates                                              n   Investment Managers
                  Will Taylor, SVP, Vining Sparks
                                                                              CPe CRedIt
 2:00-3:00 pm     Interest rate Swaps                                         up to 6.0 CPe Credits may be
                  Rick Redmond, Senior Vice President, Vining Sparks
                                                                              available upon completion of the
 3:00-4:00 pm     Whole Loan Purchases
                  Wade Walker, Senior Vice President, Vining Sparks           vInInG SPARkS
                                                                              vining Sparks is nationally recognized
                                                                              as a leading broker/dealer serving
                                                                              the investment needs of institutional

                                                                                   “A strong program
                                                                                      with relevant
                                                                                    presentations for
                                                                                  advanced investment
                                                                                      dAWnA hooFARd, CFo
                                                                                     Golden vAlley BAnk, CA
                                                                                   October 6, 2010 • The Fairmont, San Francisco

John Pender, CPA, Vice President, Vining Sparks                         rick redmond, SVP, Vining Sparks
John has been involved in the banking and investment business           Rick currently serves as head of marketing and trading for vining
since 1996. he is vice President of Sales in the Portfolio              Sparks Interest Rate Products, llC. he previously served as
Management Group of vining Sparks, where he serves                      executive managing direction of the derivative Products Group
institutional clients nationwide. the Portfolio Management              for a regional broker dealer after serving as the head of the AlM
Group provides proprietary services to their clients in the             Advisors Group. Rick has twenty-five years of experience with
areas of Asset liability management and Investments. John               large regional banks, where he held senior treasury and corporate
Previously worked in Investment Strategies, which provides              planning positions. his responsibilities included the customer
research and technical assistance to the firm’s customers and sales     derivative business, mortgage servicing hedging, interest rate
representatives. his primary focus centered on Asset-liability          risk management, loan pricing, and risk adjusted performance
Management, Portfolio Analysis, Policy Review, and Regulatory           management. Rick has managed derivative positions hedging over
Compliance. Prior to joining vining Sparks IBG, l.P., John              $200 billion in assets.
was employed by PricewaterhouseCoopers for five years where
he performed both external and internal audit procedures on             William M. J. taylor, SVP/Director, Portfolio Management Group,
financial services clients. these procedures included a review          Vining Sparks
of the allowance for loan loss, financial statement preparation,        Will has been involved in the banking and investment business
investment analysis, and compliance with policies regarding loan/       sine 1986. his career began as an employee of Shelby County, tn
deposit operations.                                                     working in the investment and distribution of public funds. Will
                                                                        later moved to the correspondent banking group of union Planters
James Plunkett, SVP, Investment Strategies, Vining Sparks               Bank. under his management, the group grew to over $3.5 billion
James is a Senior vice President in the Investment Strategies           in warehouse lending . In this capacity Will was appointed to a
division. he came to vining Sparks from union Planters                  number of key committees and subcommittees of the Mortgage
Corporation where he served as Senior vice President of                 Bankers Association of America. In addition to working in the
the Funds Management division. his role there included                  lending area, Will was active in the trading operation. during his
the management and issuance of securities and derivative                tenure he oversaw the financing and securitization of Collateralized
instruments, purchases and sales of loans, interest rate risk           Mortgage Backed obligations (CMos), Fixed and Adjustable
management, and chair of the Asset/liability Management                 Mortgage Backed Securities ( with emphasis on Multifamily
Committee. Previous to their merger with union Planters,                projects) and Small Business Administration loan Securities. Will
James managed the Funds Management division for Sunburst                joined vining Sparks as a result of a combination of union Planters
Bancorp. James also worked for eight years at Merrill lynch             dealer operation with vining Sparks in September 1990.
where he advised and assisted financial institutions, insurance
companies, state and local governments, and corporations in             Wade Walker, SVP, Vining Sparks
management of fixed income portfolios and interest rate risk.           Wade has more than 22 years of experience in fixed-income
James’s background includes experience managing mutual fund
                                                                        capital markets and focuses on non-agency mortgage sales
portfolios, hedging debt issuance and loan originations, and
                                                                        and securitization. over his career, Wade has brokered over
asset/liability modeling.
                                                                        $5 billion of loan packagas and was the lead underwriter on
                                                                        $20 billion of CMo/ABS deal.

                                   See the most current program information at

hotel & tRAvel
   Hotel Information                             the Financial District, Union Square and         rental Car Discount
                                                 Fisherman’s Wharf, the Fairmont Hotel is
   the Fairmont San Francisco                                                                     For special rates call AVIS at 800-331-1600.
                                                 located at the only spot in San Francisco
   950 Mason Street                                                                               Refer to group code J990669.
                                                 where each of the city’s cable car lines meet.
   San Francisco, CA 94108
                                                 room rates: Single/Double Queen – $219
   reservations: (800) 441-1414
                                                 King – $229
   Main: (415) 772-5000
                                                 Run of Tower Building – $249
   Fax: (415) 772-5013
                                                 Add 15.5% room taxes to above rates.
   The fully restored hotel coupled with its
                                                 reservation Deadline: September 2, 2010
   reputation for impeccable service promises
   a truly memorable experience. Central to
               Bond Graduate School                                                                                      October 6, 2010
                                                                                                                         the Fairmont San Francisco
                                                                                                                                                                                        Please type, print clearly or attach a
                                                                                                                                                                                        business card. Copy this for form for
               ________________________________________ 	 	_________________________________________                                                                                    additional registrants.
               nAMe		                                                                      	       BAdge	nAMe

               ________________________________________ 	 	_________________________________________                                                                                    registration Fees
               tItLe		                                                                     	       COMPAny
                                                                                                                                                                                        WIB/CIB Member: $295
               ____________________________________________________________________________________                                                                                     WIB/CIB New Bank Member1: $245
               MAILIng	AddReSS                                                                                                                                                          Early-bird Nonmember: $375
               ________________________________________ 	 	_________________________________________                                                                                    After August 5, fees will be $345/$295/$425
               CIty		                                                                      	       StAte/ZIP
                                                                                                                                                                                        Please note: WIB Associate Members are
               ________________________________________ 	 	_________________________________________                                                                                    not permitted to attend this educational
               teLePHOne		                                                                 	       fAX                                                                                  program.
               ____________________________________________________________________________________                                                                                     1
                                                                                                                                                                                            New Bank is defined as banks in organiza-
               eMAIL	(needed	fOR	COnfIRMAtIOn)
                                                                                                                                                                                            tion, groups in formation or WIB member
               ____________________________________________________________________________________                                                                                         banks opened three years or less from the
               PRePARed	By	nAMe	&	PHOne
                                                                                                                                                                                            date of this program.
               Fee Summary                                                                                                                                                                  Please contact WIB if you are unsure if
               Bond	graduate	School	Registration	fee		...............................................................................................................$	 _____________       your bank is a season pass holder or has
                                                                                                                                                                                            dividend rewards.
                 Check	here	if	you	require	special	accommodations	to	fully	participate.	Attach	a	description	of	needs.
                                                                                                                                                                                        Money Back Guarantee
               Method of Payment                                                                                                                                                        If you are not completely satisfied
               WIB Gold and Silver Season Passholders: Check with your bank or WIB to see if you qualify for free registration.                                                         with this program, we will provide a
                                                                                                                                                                                        full refund of your registration fees.
                  A	check	payable	to	Western	Independent	Bankers	is	enclosed.                 Season	Pass	Credit2
                  Charge	my	fees	to	a	credit	card:     vISA	       MasterCard     dividend	Rewards	Credit2                                                                              Cancellation Policy
                                                                                                                                                                                        Registration fees minus $75 processing fee
               ________________________________________                                             _________________________________________                                           will be refunded if cancellation is received
               ACCOUnt	#		                                                                 	       eXP.	dAte
                                                                                                                                                                                        by July 2. No refund if cancellation is re-
                                                                                                                                                                                        ceived after July 2. Substitutions welcomed.
               CARdHOLdeR	nAMe	[PRInt]
                                                                                                                                                                                        return this form to:
               ____________________________________________________________________________________                                                                                     Western Independent Bankers
               CARdHOLdeR	SIgnAtURe
                                                                                                                                                                                        601 Montgomery Street, Suite 1200
                                                                                                                       WIB use Only
                                                                                                                                                                                        San Francisco, Ca 94111
              REGISTER ONLINE AT WWW.WIB.ORG.                                                                          dAte ReCeIved:                      CheCk #:                     FaX (415) 352-2314
                                                                                                                                                                                        PHOne (415) 352-2323

                             Western Independent Bankers
                             601 Montgomery Street
                             Suite 1200
                             San Francisco, CA 94111
                             Return Service Requested
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