2006 & 2007 PRESENTATIONS

Forum: America's Community Bankers - Annual Conference
Speaking Topic: The Great Demographic Divide A boomer's guide to attracting younger employees and customers
Location: Las Vegas, NV
Date: November 8, 2007

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Forum: Ohio Bankers' League
Speaking Topic: Three Characteristics of High-Performance Banks & The Great Demographic Divide
Location: Columbus, OH
Date: November 27, 2007

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Forum: Nebraska Bankers Association - 2007 Bank Marketing Conference
Speaking Topic: The Magic of Internal Marketing & Reaching In or Branching Out
Location: Lincoln, NE
Date: October 25, 2007

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Forum: Florida Bankers Association/ABA Marketing Network; Florida Chapter
Speaking Topic: Branching Strategies
Location: Orlando, FL
Date: October 4, 2007

Forum: Morgan Keegan - Economic and Strategy Conference
Speaking Topic: The Next Generation of High Performing Depository Institutions: Three Characteristics to Make You Stand Out!
Location: Chicago, IL
Date: September 5, 2007

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Forum: Wisconsin Credit Union League - Marketing Conference
Speaking Topic: Ready, Set, Grow! & Training Your CEO
Location: Madison, WI
Date: September 11, 2007

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Forum: Indiana Bankers Association - Annual Convention
Speaking Topic: Attracting the Younger Demographic
Location: French Lick, IN
Date: September 14, 2007

Forum: NCCU - 30th Annual Directors' Conference
Speaking Topic: Who do you think you are? The importance of differentiation in today's marketplace
Location: Las Vegas, NV
Date: August 9, 2007

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Forum: Financial Managers Society - Finance and Accounting Forum
Speaking Topic: Successful Organic Growth Strategies
Location: Dallas, TX
Date: June 25, 2007

Forum: Virginia Bankers Association - Annual Convention

Keynote Address : Beating the Overbranching Blues: Growth Strategies for Highly Competitive Markets
Location: Hot Springs, VA
Date: June 18, 2007

Forum: American Bankers Association - National Conference for Community Bankers
Speaking Topic: What's Outside the Box?: Understand and Outperform the Competition
Location: Palm Desert, CA
Date: February 19, 2007 More Info

Forum: Americas Community Bankers - Seminar for Presidents 2007
Speaking Topic: Profitable Growth Strategies
Location: Naples, FL
Date: February 26, 2007

Forum: America's Community Bankers - Government Affairs and Mutual Community Bank Conference
Speaking Topic: Marketing to Mutuals
Location: Washington, DC
Date: March 7, 2007

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Forum: CUNA - Marketing & Business Development Council Conference
Speaking Topic: Ready, Set, Grow! Strategies for Results-Driven Deposit and Loan Marketing
Location: Las Vegas, NV
Date: March 15, 2007

Forum: Western Independent Bankers - Annual Conference
Speaking Topic: Growth Strategies for Highly Competitive Markets
Location: Maui, HI
Date: March 19, 2007

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Forum: Washington Bankers Association - Marketing Conference
Speaking Topic: Stop Pretending that You're Different
Location: Seattle, WA
Date: March 21, 2007

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Forum: America's Community Bankers - Sales and Marketing Conference

Speaking Topics: How to Differentiate Your Bank &

Life-Cycle Marketing
Location: Lake Buena Vista, FL
Date: April 23 & April 25, 2007

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Forum: Illinois Credit Union League - Annual Convention
Speaking Topics: Ready, Set, Grow!: Growth Strategies for Credit Unions &

The Hispanic Market: Myths, Facts and Untapped Opportunites
Location: Chicago, IL

Date: April 27, 2007

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Forum: Independent Community Bankers of America - Educational Seminar
Speaking Topic: Competing in the Changing Market: Strategies for Different Market Segments
Location: Kansas City, MO
Date: May 1&2, 2007

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Forum: America's Community Bankers - Naitonal School of Banking
Speaking Topic: Differentiating Your Bank
Location: Fairfield, CT
Date: July 18, 2007

Forum: CUNA - Ohio & Pennsylvania State Association Marketing Conference
Speaking Topic: Ready, Set, Grow & Where to Spend Your Advertising Dollar
Location: Pittsburgh, PA
Date: July 20, 2007 More Info

Forum: National Conference for Community Bankers- ABA
Speaking Topic: Ready, Set…Grow!
Location: Westin Diplomat Resort and Spa- Ft. Lauderdale/Hollywood, FL
Date: February 12-15, 2006

Forum: Michiana Chapter Meeting – American Marketing Association

Speaking Topic: Keynote- Growth Strategies for your Business & Marketing to Gen X and Gen Y
Location: South Bend, IN
Date: February 16, 2006

Forum: National Sales & Marketing Conference - ACB
Speaking Topic: New Product Development Trends
Location: St. Petersburg, FL
Date: March 21, 2006

Forum: First Annual Risk Management and Finance Forum - ACB
Speaking Topic: Keynote Closing Session -Profitable Growth Strategies for Community Bankers
Location: The Naples Grand Resort and Spa, Naples, FL
Date: April 9-12, 2006

Forum: Peer Group Discussion - ABA
Speaking Topic: TBD
Location: San Diego, CA
Date: April 25, 2006

Forum: Texas Bankers Association Annual CFO Conference
Speaking Topic: Which Way Do We Grow: Growth Strategies for the Community Bank
Location: Galveston, TX
Date: June 9, 2006

Forum: Finance and Accounting Forum – Financial Managers Society
Location: Gaylord Opryland Resort, Nashville, TN
Date: June 25-27, 2006

Forum: ABA School of Bank Marketing and Management
Speaking Topic: Delivery Channels – Year II
Location: Northwestern University - Evanston, IL
Date: June 28, 2006

Forum: National Director’s Convention - NCCU
Speaking Topic: Ready, Set…Grow! How to Grow Your Credit Union
Location: The Venetian, Las Vegas, NV
Date: August 1-4, 2006

Forum: Marketing Conference - American Bankers Association

Location: Hyatt Regency, Chicago, IL

Date: September 10-12, 2006

Forum: Marketing & Business Development Conference - Western Independent Bankers

Speaking Topic: Beating the Overbranching Blues: Growth Strategies for Highly Competitive Markets

Location: Westin Hotel, Long Beach, CA

Date: October 13, 2006

Time: 8:15-9:15 a.m.

Forum: Annual Convention and Market Expo - ACB

Speaking Topic: Delivering Top Bank Performance (Joe Sullivan Moderates)

Location: Manchester Grand Hyatt, San Diego, CA
Date: October 16, 2006

Time: 2:00 - 3:45 p.m.