CONFERENCE BULLETIN. Presented by: Register Today! 8:00 a.m. Registration/

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1 CONFERENCE BULLETIN NJBankers 411 North Avenue East Cranford, NJ (908) Presented by: Register Today! 8:00 a.m. Registration/ Continental Breakfast 8:40 a.m. Program 12:45 p.m. Adjournment 2 CPE & 1 CLE Credits Will Apply Beyond the Numbers CFO CONFERENCE w/ FMS, NY/NJ Chapter Hotel Woodbridge at Metropark Iselin, NJ Tuesday, November 15, 2016 The role of the CFO has changed in recent years becoming much more complex with inherently demanding expectations for the CFO to play a central role in bank leadership. The state of the economy, increased regulatory scrutiny, changes in accounting standards and even talent planning have all affected the way the CFO impacts a financial institution. CFOs, as well as all C-suite and senior managers need to stay current and go beyond the numbers. There will also be plenty of time for networking with peers and service providers. Expand your knowledge and maximize your time out of the office! Register today! Thank you to our sponsors: Conference Sponsor For additional information, Please call or Continental Breakfast Sponsor Luncheon Sponsor Program: Cris Goncalves ext. 630 cgoncalves@njbankers.com Break Sponsors Sponsorships: Jenn Zorn ext. 611 jzorn@njbankers.com Registration: Diane Starr , ext. 600 dstarr@njbankers.com Updated: October 12, 2016 Sponsorship Information: See page 3 for full details

2 BEYOND THE NUMBERS CFO CONFERENCE w/ FMS, NY/NJ Chapter Hotel Woodbridge at Metropark, Iselin, NJ Tuesday, November 15, CPE & 1 CLE Credits Will Apply 8:00 a.m. 8:30 a.m. Registration / Continental Breakfast 8:30 a.m. 8:40 a.m. Welcome / Introduction Alan J. Bedner, EVP/Chief Financial Officer Unity Bank 8:40 a.m. 9:30 a.m. Economic Update Dr. Alan S. Blinder, Vice Chairman Promontory Interfinancial, LLC 9:30 a.m. 10:20 a.m. The Changing Role of the CFO Barry Adcock, Pre-Sales Consultant Deluxe Financial Services, Inc. 10:20 a.m. 10:40 a.m. Networking Break 10:40 a.m. 11:30 a.m. Regulatory Hot Topics Panel Moderator: Edward C. Hogan, Esq., Shareholder Stevens & Lee, PC Panelists: Joseph N. Durham, CRCM, CAMS Crowe Horwath, LLP Richard L. Quad, Senior Managing Director Co-Head, Financial Institutions Group Griffin Financial Group, LLP Gregory J. Rubis, Esq., Special Counsel Pepper Hamilton, LLP Paul H. Schieber, Esq., Shareholder Stevens & Lee, PC 11:30 a.m. 11:55 a.m. BSA Validation: How to Evaluate your Need David Lutz, BSA/AML Manager P&G Associates

3 11:55 a.m. 12:45 p.m. The War for Talent in Banking: Strategies for Success Alan J. Kaplan, Founder & CEO Kaplan Partners 12:45 p.m. Optional Luncheon / Networking 12:45 p.m. Adjournment

4 SPONSORSHIP OPPORTUNITIES Sponsorships give your company maximum exposure and recognition to Conference attendees and provide another exceptional opportunity to forge new relationships. Enhance your image by sponsoring an event at the CFO CONFERENCE w/ FMS, NY/NJ Chapter. Sponsorship will include: ONE representative for your exhibit space One eight-foot, skirted, cloth-covered table Recognition in the conference program Recognition with name badge ribbon during the conference Recognition with signage at the conference Pre-show mailing recognition Pre & Post conference attendee list EVENT NAME CO- SPONSOR SOLE SPONSOR Conference Sponsor Sponsored by: SOLD Kaufman Hall/Axiom Software Continental Breakfast Sponsored by: BDO USA LLP SOLD Networking Break Co-sponsored by: $700 FHLBNY, GRC; P&G; RSK; RSM; Premier Capital Partners/StoneCastle Luncheon Sponsored by: Merchant e-solutions SOLD The fee also entitles the representative to the program and Continental Breakfast. Registration for any additional representatives will be at the regular member cost of $180 per person or $330 for a non-member. Contact Name: Company Name: Address: City: State: Zip: Phone: Address: PAYMENT METHOD AmEx Visa MasterCard Discover Check Encl (To ensure your space please fax form even if mailing with a check.) Card # Exp. Date CCV# Name on Card Signature Send Completed Form and Company Logo in high res.jpg to: Jenn Zorn New Jersey Bankers Association 411 North Avenue East Cranford, NJ Fax: jzorn@njbankers.com

5 CFO CONFERENCE w/ FMS, NY/NJ Chapter Date: Tuesday, November 15, 2016 Registration: 8:00 a.m. 8:30 a.m. Program: 8:30 a.m. 12:45 p.m. Location: Hotel Woodbridge at Metropark 120 Wood Avenue South Iselin, NJ TO REGISTER By Mail: New Jersey Bankers Association 411 North Avenue East Cranford, NJ By Fax: Online: Questions? In case of inclement weather, please call the New Jersey Bankers Association office after 6:00 a.m. for a message on cancellation. Registration Information: Program fee includes seminar materials, Continental Breakfast, break and luncheon. The deadline for refunds is November 1, After November 1, 2016, refunds will not be granted, but substitutions are welcomed. All cancellations must be submitted in writing. *If you are not a member of NJBankers and would like to join, contact Jenn Zorn, , ext Dress Code: Business casual attire is appropriate. Follow Us On: Name: Company: Address: City/State/Zip: Phone: REGISTRATION (Photocopy this form for additional registrations.) Cell: Title: ** ** s are required. Conference materials & updates will be sent via . Name: Company: Address: City/State/Zip: Phone: Will you attend the luncheon? YES NO Cell: Title: ** ** s are required. Conference materials & updates will be sent via . Will you attend the luncheon? YES NO Attendee Registration Fee: NJBankers member - $180 Non-member* - $330 Hardship - (please see attached guidelines) I will require special accommodations/dietary needs to participate. Please List: PAYMENT METHOD AmEx Visa MasterCard Discover Check (To ensure your space, please fax form even if mailing with a check.) Name on Card Card # Exp. Date CCV# Phone # Signature

6 Financial Hardship Guidelines and Procedures for CLE Programs & Courses The following constitutes the financial hardship guidelines and procedures for continuing legal education programs and courses sponsored by the New Jersey Bankers Association: 1. The fees charged by NJBankers for continuing legal education programs and courses reflect the Association s commitment to the availability of affordable, quality CLE programs to our members and their associates. Reduced fees to attend NJBanker s programs are available to: a) Attorneys in private practice whose gross annual income is less than $35,000; attorneys who work for not-for-profit organizations; and judges, judicial law clerks, law professors and law students may apply for a 15% discount off the member registration fee; b) Employees of financial services regulatory agencies and other governmental entities may register at the member rate. 2. Requests for reduced or waived fees for NJBanker s sponsored CLE programs shall be made in writing and submitted to Jenn Zorn, Vice President/Director of Education and Business Development no later than 14 days before (November 1, 2016) the date on which the CLE course or program is to be held. 3. The written request shall contain a statement of the economic hardship and/or employment status and the relief sought by the applicant. All requests made pursuant to these guidelines shall remain confidential. 4. The applicant shall be informed of the committee s decision, not later than seven days prior to the date (November 8, 2016) on which the CLE program or course is to be given, provided that the application for a reduced or waived program fee has been submitted in a timely manner.