Pull Up A Chair 2015

June 4-7, The Ritz-Carlton Lodge,
Reynolds Plantation, Greensboro, GA

Pull Up A Chair 2015

Pull Up A Chair

Pull up a chair and join us June 4-7 for conversations designed to generate profitable growth for your business and for the communities you serve. Discover the power of partnership at FHLBank Atlanta’s 2015 Annual Member Conference and enjoy a range of insightful sessions while relaxing in the rustic elegance of Reynolds Plantation on Lake Oconee.

Pull Up A Chair 2015

Destination

Pull up a chair at The Ritz-Carlton Lodge, Reynolds Plantation, one of the most stunning lake resorts in Georgia, and discover the power of partnership amidst a backdrop of Southern charm and stunning tranquility. Cradled by verdant hills where Georgia pines tower to the sky, it is little wonder that the family born to this land called it “Linger Longer.”

Getting There
For driving directions, please click here. The closest airport is Hartsfield-Jackson Atlanta International Airport. Please contact the hotel concierge to inquire about transportation and rates.

The Ritz-Carlton Lodge, Reynolds Plantation
1 Lake Oconee Trail
Greensboro, GA 30642
706.467.0600

Pull Up A Chair 2015
Pull Up A Chair 2015
Pull Up A Chair 2015
Address & Driving Directions
Pull Up A Chair 2015
Pull Up A Chair 2015

Register

Registration is limited to one person per institution. Based on availability, we will open registration for a second attendee two weeks before the registration deadline. The Registration Fee is $1,100 and includes costs for attendee, spouse/guest, and dependent children, under the age of 18 years old, for lodging, sessions, events, activities, and meals. Please note that additional guests cannot be included in any part of the conference sessions, events, activities and meals. Forms of payment accepted are check or DIA Account. Accommodations will be reserved upon FHLBank Atlanta's receipt of your registration. You will receive an email with hotel confirmation at least two weeks before the conference. Check-in is at 4 p.m. and check-out is at noon.

Registration for the 2015 AMC is now full. Please contact your Relationship Manager at 1.800.536.9650 to be placed on a waiting list.

Pull Up A Chair 2015

Highlights

At the conference, you’ll hear from:

Pull Up A Chair 2015

Wesley McMullan

President and Chief Executive Officer
FHLBank Atlanta

More than 20 years of experience in financial services has shaped Wes McMullan’s insight into the economic landscape and perspective on managing risk and generating positive returns. Under his leadership, FHLBank Atlanta serves nearly 1,000 commercial banks, credit unions, thrifts, and insurance companies as a reliable source of daily liquidity to fund mortgages, loans, and investments held in portfolio.

Pull Up A Chair 2015

Cathy Adams

Executive Vice President and Chief Operations Officer
FHLBank Atlanta

Cathy Adams offers unique insight and perspective on a broad range of issues, from banking operations to information technology management to leadership development. Adams has held numerous leadership roles with FHLBank Atlanta during her 29-year tenure and currently oversees the Bank’s Information Technology, Human Resources, Financial Operations Management, and Administrative Services functions.

Pull Up A Chair 2015

Robert Dozier

Executive Vice President and Chief Business Officer
FHLBank Atlanta

Robert Dozier keeps a pulse on the challenges and opportunities facing financial institutions across the Southeast. Dozier’s extensive industry experience and market knowledge make him a sought after speaker and panelist for financial services forums across the U.S. His talks provide invaluable insight into the economic and operational trends that financial institutions will navigate in 2015 and beyond. Dozier also addresses how banks and credit unions can leverage FHLBank Atlanta products and services to drive business growth.

Pull Up A Chair 2015

Kirk Malmberg

Executive Vice President and Chief Financial Officer
FHLBank Atlanta

As Chief Financial Officer of FHLBank Atlanta, Kirk Malmberg speaks to a broad range of audiences including banks, credit unions, trade associations, regulators, and public policy experts, about how financial institutions, both large and small, can position their businesses for long-term growth and profitability using Federal Home Loan Bank funding. Malmberg brings more than 30 years of financial services expertise to his talks and shares a breadth of knowledge with audiences.

Pull Up A Chair 2015

Robert Bennett

Senior Vice President and Chief Information Officer
FHLBank Atlanta

With more than two decades of experience leading enterprise information technology infrastructure, Robert Bennett gives audiences insights and best practices for navigating the changing landscape of cybersecurity threats. Bennett also talks about tools FHLBank Atlanta uses to secure its technology infrastructure and steps community financial institutions can take to evaluate their overall cybersecurity safety and soundness.

Pull Up A Chair 2015

Scott Brennan

First Vice President and Director of Sales
FHLBank Atlanta

With a strengthening economy and increasingly competitive marketplace, financial institutions need resources to promote growth and manage risk in a variety of interest-rate environments. Scott Brennan speaks to executives from the Southeast’s top banks and credit unions about leveraging the FHLBank Atlanta cooperative as a resource for meeting their institution’s specific needs. Brennan provides audiences with valuable perspective on the flexibility of advance structures for managing liquidity, funding asset growth, and mitigating risk.

Pull Up A Chair 2015

ShaDonte Butler

Community Investment Business Development Manager
FHLBank Atlanta

ShaDonte Butler focuses on cultivating and expanding the Bank's customer relationships and driving new business to the Bank through its Community Investment Products. Ms. Butler has worked in a variety of roles within Fannie Mae's Single Family Mortgage Division. She has experience in developing operational efficiencies to increase new customer acquisition as well as developing effective sales techniques and procedures to successfully position Fannie Mae's product and technology offerings.

Pull Up A Chair 2015

Jason Clayton

Vice President and Senior Relationship Manager
FHLBank Atlanta

Jason Clayton leads audiences through real-world applications for building strategies to promote growth and manage interest-rate risk. FHLBanks are uniquely positioned to offer shareholders a broad product and service portfolio that can help institutions meet their objectives in a variety of areas. Clayton presents customizable strategies that help manage balance sheet risk and leverage FHLBank Atlanta funding products to support portfolio lending.

Pull Up A Chair 2015

Sharon Cook

First Vice President and Chief Marketing Officer
FHLBank Atlanta

Leaders of banks must anticipate all kinds of risk - whether operational, financial or technological risk. Managing reputational risk when facing today's evolving cybersecurity threats means anticipating crises and being ready to execute a plan if needed. Sharon Cook, FHLBank Atlanta's Chief Marketing Officer, speaks to audiences about important considerations when preparing a cybersecurity crisis plan, such as the crisis team, community relationships, and social and traditional media presence.

Pull Up A Chair 2015

Arthur Fleming

Senior Vice President and Director of Community Investment Services
FHLBank Atlanta

While many banks look for resources to achieve their Community Reinvestment Act (CRA) objectives, Arthur Fleming educates audiences on how to link CRA compliance with their business development and customer acquisition objectives. Fleming also speaks frequently about FHLBank Atlanta’s Affordable Housing Program (AHP) and the economic “multiplier effect” that results from AHP-funded housing development.

Pull Up A Chair 2015

Jon Keagle

Vice President and Manager of Community Financial Institutions
FHLBank Atlanta

As community financial institutions face growing challenges, many are looking for resources and best practices for maximizing their growth and success. Jon Keagle brings two decades of expertise in mortgage funding strategy that he draws upon to speak to audiences about leveraging FHLBank Atlanta’s newest funding products to enhance financial institutions’ mortgage business, reduce costs, and improve execution.

Pull Up A Chair 2015

Rob Kovach

Senior Vice President and Chief Credit Officer
FHLBank Atlanta

Robert Kovach speaks to audiences about the Bank’s Credit and Collateral Services, and the policies in place to maintain the Bank’s position as a reliable, cost effective, and accessible source of credit for shareholders.

Pull Up A Chair 2015

Eric Mondres

Senior Vice President and Director of Government and Industry Relations
FHLBank Atlanta

As the financial services industry navigates an increasingly complex regulatory environment, banks and credit unions want to know what to expect. As FHLBank Atlanta’s Director of Government and Industry Relations, Eric Mondres keeps a close eye on legislative and regulatory developments that will impact the banking industry. Mondres gives audiences insight into the inner workings of Washington rule making as well as expert perspective on the proposals that banking leaders need to pay attention to in 2014 and beyond.

Pull Up A Chair 2015

Reginald O’Shields

Senior Vice President and General Counsel
FHLBank Atlanta

As General Counsel for FHLBank Atlanta, Reggie O’Shields brings a broad range of expertise to audiences, including finance, securities, and regulatory matters. O’Shields speaks to audiences about current regulatory challenges facing financial institutions and his perspective on the likely impact of housing finance reform on the banking industry.

Pull Up A Chair 2015

Todd Wacker

Assistant Vice President and Senior Relationship Manager
FHLBank Atlanta

Todd Wacker offers insights into funding strategies that enable financial institutions to compete for lending opportunities while hedging interest-rate risk. In today’s uncertain interest-rate environment, FHLBank Atlanta’s advances can help institutions manage net interest margin pressures and deliver innovative loan products that set them apart from the competition. Wacker presents practical ideas on how institutions can incorporate the Bank’s advances, letters of credit, and other products into strategies to drive business growth and profitability.

Pull Up A Chair 2015

Ken Yoo

Senior Vice President and Chief Risk Officer
FHLBank Atlanta

Given the growing regulatory demands facing the financial services industry, Enterprise Risk Management (ERM) and its integration into an organization's strategic plan is critical. Ken Yoo gives audiences an overview of practical implementation steps for putting a sound ERM framework in place as well as best practices for meeting strategic and regulatory expectations. He also discusses current risk management trends and tips for achieving organizational buy-in.

Pull Up A Chair 2015

Alison Levine

Team Captain of the First American Women's Everest Expedition and Author of the New York Times Best-Seller On the Edge: The Art of High-Impact Leadership

A history-making adventurer who has completed the Adventure Grand Slam of climbing the Seven Summits (highest peak on each continent) and skiing to both the North and South Poles, Alison Levine understands the commitment and leadership necessary to achieve extreme results. With experience from Wall Street to Mount Everest, and as an adjunct professor at the U.S. Military Academy at West Point, Levine shows how teamwork, determination, tenacity and the ability to adapt to a changing environment are as critical in the workplace as they are on the mountain. Levine is also one of few who have presented at the highly prestigious World Economic Forum in Davos alongside world leaders and top CEOs. Her new book, On the Edge: The Art of High Impact Leadership, was released in January 2014.

Pull Up A Chair 2015

Commander Kirk Lippold, USN (Ret.)

Commander of the USS Cole and Author of Front Burner

"Real leaders aren’t just the people at the top," says Commander Kirk Lippold. "They are the teams who take actions that produce collective success or failure." Lippold, author of Front Burner: Al Qaeda’s Attack on the USS Cole and an executive leadership development and strategic planning consultant, draws on the principles that guided his crew to save the USS Cole from that devastating attack in 2000. Based on his “Five Pillars of Leadership,” Lippold’s compelling presentations help audiences build the foundations for leadership success and show them how to make decisions based on integrity in good times and bad.

Pull Up A Chair 2015

Jim DeMasi

CFA, Managing Director and Chief Fixed Income Strategist
Stifel Nicolaus

Jim DeMasi manages Stifel’s Fixed Income Research and Strategy Group from the company’s Baltimore, MD office. The Research and Strategy Group provides analysis, market insight, and portfolio management advice to a wide range of institutional bond investors, including depositories, insurance companies, money managers, and public funds. Jim authors Alpha Advisor, a monthly publication that provides commentary on the economy, monetary policy, and bond market strategies. He is a frequent speaker at investment seminars and banking conferences and has made several appearances on CNBC, Bloomberg Television, and Fox Business News.

Pull Up A Chair 2015

Jim Parrott

Owner of Falling Creek Advisors
Senior Fellow at The Urban Institute

Jim Parrott is a senior fellow at The Urban Institute and owner of Falling Creek Advisors, which provides financial institutions with strategic advice on housing finance issues. Jim spent several years in the White House as a Senior Advisor at the National Economic Council (NEC), where he led the team of advisors charged with counseling the cabinet and President on housing issues. He was on point for developing the Administration’s major housing policy positions, articulating and defending those positions with Congress, the press and public, and counseling White House leadership on related communications and legislative strategy. Prior to his time with the NEC, Jim was a senior advisor to Secretary Donovan at the Department of Housing and Urban Development. He has a J.D. from Columbia University School of Law, an M.A. from the University of Washington and a B.A. from the University of North Carolina.

Pull Up A Chair 2015

David Stevens

President and Chief Executive Officer
Mortgage Bankers Association

David Stevens is President and CEO of the Mortgage Bankers Association (MBA). Prior to assuming this position, Dave served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD).Dave has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Dave was President and COO of the Long and Foster Companies. He is known inside the beltway as a key housing influential; serving as an industry authority on major mortgage finance legislative and regulatory issues. Dave has been named to Bloomberg’s “50 Most Powerful People in Real Estate” list, and twice recognized as one of the “Top 100 Most Influential Real Estate Leaders” by Inman News and named one of Swanepoel REAL ESTATE TRENDS Report’s top ten "Newsmakers" of the year.

Pull Up A Chair 2015
Pull Up A Chair 2015

Sessions

June

Early Bird Session: Credit and Collateral Opportunities
Rob Kovach, Chief Credit Officer, FHLBank Atlanta

Jump-start this year’s conference with Rob Kovach as he discusses practical tips that will help your institution maximize credit and collateral opportunities. FHLBank Atlanta has significantly expanded collateral eligibility to help shareholders pledge more and different types of collateral. Expanded collateral types include Residential Available for Sale, special purpose commercial properties, member repo, and more. From a sprint to a marathon, we’ll take you through strategies to help stretch your lendable collateral value and credit availability.

June

FHLBank Atlanta Shareholder Update
Wes McMullan, President and Chief Executive Officer, FHLBank Atlanta
Robert Dozier, Executive Vice President and Chief Business Officer, FHLBank Atlanta

Pull up a chair for a dialogue between Wes McMullan and Robert Dozier on the power of partnership with FHLBank Atlanta. You'll learn more about how the cooperative is working to deliver long-term strategic value as Wes McMullan reflects on the Bank's vision and the benefits of the unique partnership between FHLBank Atlanta and its shareholders.

FHLBank Atlanta Financial Update
Kirk Malmberg, Executive Vice President and Chief Financial Officer, FHLBank Atlanta

Consistent financial returns are one of the many ways the FHLBank Atlanta cooperative delivers value to shareholders. Kirk Malmberg will provide the annual update on the Bank's financial performance and offer insights into the Bank's strategic plan for 2015.

Combating Margin Pressures with FHLBank Atlanta Advances
Scott Brennan, Director of Sales, FHLBank Atlanta
Jason Clayton, Senior Relationship Manager, FHLBank Atlanta
Todd Wacker, Senior Relationship Manager, FHLBank Atlanta

Interest rates have whipsawed in 2015 as the market weighs the probability for a Federal Reserve move while digesting geopolitical risks and economic weakness abroad. The net result has been a flattening of the yield curve with the potential for short-term rate hikes on the horizon. Representatives from FHLBank Atlanta Sales and Trading will share their perspective on how shareholders are battling margin compression and positioning for higher rates in this environment.

On the Edge: The Art of High-Impact Leadership
Alison Levine, Author and Team Captain of the First American Women's Everest Expedition

Imagine yourself on the highest mountain in the world. You have to deal with the physiological effects of extreme altitude along with bone-chilling temperatures, battering winds, and a climbing team that's counting on all of its members to make smart decisions. There's simply no room for poor judgment - one mistake or misstep can result in an "unrecoverable error." In any situation where lives are on the line or the stakes are exceptionally high, there's no better training ground for leaders than settings where people are pushed beyond their perceived limits. Drawing on her experience as team captain of the first American Women's Everest Expedition, Alison Levine makes a compelling case that the leadership principles that apply in the world of extreme adventure also apply to today's rigorously competitive business environments.

June

Economic Panel: Trends and Profitable Opportunities in Your Market
Jim DeMasi, CFA, Managing Director & Chief Fixed Income Strategist at Stifel Nicolaus
Jim Parrott, Owner of Falling Creek Advisors, Senior Fellow at The Urban Institute
David Stevens, President and Chief Executive Officer, Mortgage Bankers Association

Moderated by Robert Dozier, Executive Vice President and Chief Business Officer, FHLBank Atlanta

Economic fundamentals are improving and the housing market continues to strengthen. What are the opportunities today and in the longer term for profitable growth? Pull up a chair for a dynamic panel discussion on current economic trends and strategies for lending growth in your markets led by experts in finance, housing policy, and mortgage banking.

Breakout Session: You’ve Been Hacked!
Robert Bennett, Chief Information Officer, FHLBank Atlanta
Sharon Cook, Chief Marketing Officer, FHLBank Atlanta
Cathy Adams, Executive Vice President and Chief Operations Officer, FHLBank Atlanta
Reggie O’Shields, General Counsel, FHLBank Atlanta

You’ve been hacked! Now what? Log in and gain access to best practices for navigating the challenging communications, legal, and IT issues around today's constantly evolving cyber threats. Simulating a plausible cyber threat scenario, our team of experts will download strategies for engaging the right team and developing a crisis management response plan that can help protect your institution's reputation in the event of a cybersecurity breach.

Breakout Session: FHLBank Atlanta Policy and Politics Update
Eric Mondres, Director of Government and Industry Relations, FHLBank Atlanta

Six months into the new Congress - has anything changed? Join Eric Mondres for an informative update on the political, legislative, and regulatory environment. You'll learn more about current public policy issues in the financial services industry, and how the Bank and its shareholders are working in partnership to manage regulatory challenges and enhance business opportunities.

Breakout Session: Achieve Profitable Growth Using FHLBank Atlanta's Mortgage Solutions
Jon Keagle, Manager, Community Financial Institutions, FHLBank Atlanta
ShaDonte Butler, Community Investment Services Business Development Manager, FHLBank Atlanta

With interest rates still near historical lows, higher loan-to-value loans available again to qualified first-time homebuyers, and stronger housing demand in many parts of the country, the mortgage market appears poised for a strong run. FHLBank Atlanta supports shareholders' mortgage lending in a number of valuable ways. In this session, learn more about the Bank's spectrum of mortgage support, including timely updates on secondary marketing and affordable housing solutions. We will focus on practical examples of how shareholders can use these solutions to achieve profitable growth for their businesses and the communities they serve.

Breakout Session: Enterprise Risk Management: What's New and What's Next
Ken Yoo, Chief Risk Officer, FHLBank Atlanta

Financial institutions face unprecedented demands and changes in today's regulatory environment. Enterprise Risk Management (ERM) and its integration into an institution's strategy and culture are critical to addressing these challenges. Join us for an informative session to gain insight into current risk management trends, learn best practices for implementing a sound risk management framework, and hear tips for gaining organizational buy-in.

June

Leadership and Accountability When It Matters

Arthur Fleming, Director of Community Investment Services, FHLBank Atlanta

Arthur Fleming will kick off this session with a brief video highlighting the success of our Veterans Products. As part of our suite of affordable housing products, FHLBank Atlanta’s Veterans Products help members better serve and support military families and households in their communities.

Commander Kirk Lippold, USN (Ret.), Commander of the USS Cole and Author of Front Burner

The privilege and burden of leadership come with a level of accountability that many aspire to emulate and anyone can rise up and achieve. Using a devastating suicide terrorist attack as a backdrop, Commander Kirk Lippold conveys how the principle of integrity created an environment for leadership where his crew felt imbued with a sense of ownership, seizing the opportunity to be responsible for their ship and not just their jobs. Their own sense of personal accountability and leadership proved to be a guiding principle in the crucible of combat. Lippold shares why his "Five Pillars of Leadership" are must-have business tenets for any team.

Pull Up A Chair 2015

Agenda

June 5th
11:00 a.m. – 5:30 p.m. Registration
4:00 - 5:30 p.m. Early Bird Session: Credit and Collateral Opportunities
6:30 p.m. Reception and Dinner
Pull Up A Chair 2015

June 5th
7:00 - 9:00 a.m. Breakfast
8:30 - 8:45 a.m. Welcome and Opening Remarks
8:45 - 9:15 a.m. FHLBank Atlanta Shareholder Update
9:15 - 9:30 a.m. FHLBank Atlanta Financial Update
9:30 - 10:30 a.m. Combating Margin Pressures with FHLBank Atlanta Advances
10:45 a.m. – noon On the Edge: The Art of High-Impact Leadership
11:00 a.m. – 1:00 p.m. Boxed Lunches
12:15 p.m. Golfers’ Lunch
1:00 p.m. Golf Tournament
Evening Dinner on own
Pull Up A Chair 2015

Pull Up A Chair 2015
7:00 - 9:00 a.m. Breakfast
8:30 - 9:45 a.m. Economic Panel: Trends and Profitable Opportunities in Your Market
10:00 – 11:00 a.m. Breakout: You’ve Been Hacked!
10:00 – 11:00 a.m. Breakout: FHLBank Atlanta Policy and Politics Update
11:15 a.m. – 12:15 p.m. Breakout: Achieve Profitable Growth Using FHLBank Atlanta’s Mortgage Solutions
11:15 a.m. – 12:15 p.m. Breakout: Enterprise Risk Management: What’s New and What’s Next
1:00 – 5:00 p.m. Afternoon Activities
6:30 p.m. Dinner
Pull Up A Chair 2015

Pull Up A Chair 2015
7:00 - 9:00 a.m. Breakfast
8:30 – 8:45 a.m. Veterans Products
8:45 – 10:15 a.m. Leadership and Accountability When It Matters
10:15 – 10:30 a.m. Closing Remarks
Pull Up A Chair 2015
Pull Up A Chair 2015

CPE Hours

The Federal Home Loan Bank of Atlanta 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For more information regarding administrative policies such as complaint and refund, please contact Angela Smock 404.888.8127.

Recommended CPE Hours: Up to five hours
Method of presentation: Group - Live
Advance preparation: None
Prerequisites: None
Level of learning: Intermediate to advanced
Field of study: Specialized knowledge

Pull Up A Chair 2015

Contact

For questions regarding reservations and conference registration, please contact Angela Smock at 404.888.8127 or email asmock@fhlbatl.com.

Changes and Cancellations:

The registration fee is non-refundable, although it may be transferred to another representative from your institution. If you are canceling or transferring your registration, please notify Angela Smock in writing via fax 404.888.5618 or email asmock@fhlbatl.com.