45th Annual Convention Brochure

EVENT GUIDE

2 CBI’S 45TH ANNUAL CONVENTION

CBI has a legacy of serving and defending Iowa’s community banks, helping to chart a course as do each of our member banks in serving their communities. In spite of numerous industry changes and competition, CBI education, advocacy and services continue to reach out, supporting community banks in their efforts to maintain personal relationships for years to come.

The CBI Management Conference and Annual Convention is the premier event of the summer. It brings Iowa’s community bankers together to learn both from each other and from industry experts. Events like the Mixed-Pair Golf Tournament and the Kick-Off Reception on Wednesday night, the Gala/PAC Auction & Tradeshow Thursday night, and the Bankers’ Golf Tournament on Friday afternoon provide great opportunities for camaraderie and networking with your fellow Iowa community bankers.

We make a difference in peoples’ lives and communities – it’s the essence of what community banking is about and the legacy we work to preserve. I urge all Iowa community bankers to join us on the voyage at CBI’s 45th Management Conference and Annual Convention in Okoboji.

CBI PresidentRandy Ludwig

Fidelity Bank & TrustDyersville

Thank you to the following CBI members for their efforts to bring you the

educational and networking opportunities provided by the 45th Management

Conference and Annual Convention:

Deb Loerch, Co-ChairManson State Bank

Manson

Thomas BatesCounty Bank

Sigourney

David EastburnIowa State Bank & Trust

Fairfield

Keith GarmsFreedomBank

Elkader

Tim German, Co-ChairFarmers & Merchants

Savings BankCedar Rapids

Randy LudwigFidelity Bank & Trust

Dyersville

Brian VanderWiltFarmers Trust & Savings

Bank, Buffalo Center

Lisa WalshFarmers & Merchants

Bank & Trust, Burlington

NavigatorsCaptain’s WelcomeConvention Committee

JULY 13-15, 2016 WWW.CBIAONLINE.ORG 3

WednesdayJuly 13, 201611:00 am - 11:30 amMixed Pair Golf Tournament LunchBrooks National Golf Club

11:30 am - 4:30 pmMixed Pair Golf TournamentBrooks National Golf ClubShotgun Start

6:30 pm - 8:30 pmKick-Off ReceptionMajestic Pavilion, Arnolds ParkSponsored by 2016 CBI Hall ofFame Sponsor SHAZAM

ThursdayJuly 14, 20166:30 am - 9:00 amWake Up Coffee ServiceNear Convention Registration Desk, Arrowwood Hotel Lobby

6:30 am - 9:30 amCatch & Release Fishing Tournament Okoboji Boats, Smith’s Bay

7:00 am - 8:30 amNEW EVENT! 5K Run/Walk Great Lakes Spine TrailAcross from Arrowwood Hotel

10:00 am - 1:00 pmSpouses’ Welcome Brunch:Cruise of West Lakes on the Queen IIMeet in Lobby of Arrowwood Hotel

10:00 am - 11:00 amBreak-Out Educational Sessions St. Andrews North & South,& Augusta Rooms• Educational Session Option A:“Regulators’ Panel”

• Educational Session Option B:“Rural Economy”

• Educational Session Option C:“Survive and Thrive In This Increasingly Disrupted Banking Economy”

Thursday ~continued

July 14, 201611:00 am - 11:15 amBreak

11:15 am - 12:15 pmBreak-Out Educational Sessions(Repeat sessions, same locations)

12:00 pm - 1:00 pmRegistrants’ LunchPebble Beach RoomSpouses/Family Registrants and Associate/Affiliate Members

12:30 pm - 1:30 pmAnnual Business & LegislativeCommittee Meeting LuncheonBayhill Room Open ONLY to CBI Bank Members

1:45 pm - 4:15 pmFirst General SessionSt. Andrews Room

2:00 pm - 3:00 pm“Market Signals: What the FinancialMarkets Are Telling Us Now”Peter RicchiutiProfessor, Freeman School of Business - Tulane University

3:10 pm - 4:15 pm“The Political Landscapein Washington”Political Journalist Stephen Hayes

5:30 pm - 8:00 pmWine & Cheese HourGala / PAC Auction & TradeshowWimbledon Room

FridayJuly 15, 20166:30 am - 9:00 amWake Up Coffee Service Near Convention Registration Desk, Arrowwood Hotel Lobby

7:00 am - 8:45 amTown Hall BreakfastIowa Showcase: Wells Blue BunnyBayhill Room

9:00 am - 12:00 pmSecond General SessionSt. Andrews Room

9:30 am - 10:30 am“Iowa’s Banking Perspective” Ron HansenSuperintendentIowa Division of Banking

“Independent CommunityBankers of America Update”Rebeca Romero RaineyChairman, ICBA

10:30 am - 10:40 amBreak

10:40 am - 11:40 am“Laugh to the Top: A HilariousGuide to Achieving Your Goals” Keynote Speaker Mack Dryden

11:40 am - 12:00 pmClosing Comments

12:30 pm - 1:00 pmBankers’ Golf Tournament LunchBrooks National Golf Club

1:00 pm - 5:30 pmBankers’ Golf TournamentBrooks National Golf ClubShotgun Start

Promotional Item Sponsors:Convention Golf Shirts - ICBA Securities/Vining Sparks

Tradeshow Bags - Fredrikson & Byron Law FirmHotel Keycards - Investment Professionals, Inc.

Registration Desk - United Bankers’ Bank5K Run/Walk T-Shirts - Quad City Bank & Trust and RW Baird

Abbreviated Business Schedule

Spouses, family and Associate/Affiliate guests are all encouraged to attend the General Sessions. Presentations by Peter Ricchiuti, Stephen Hayes, Ron Hansen, Rebeca Romero Rainey and Mack Dryden will be informative and entertaining for ALL attendees!


6:30 am - 9:00 amWake Up Coffee ServiceNear Registration Desk, Arrowwood Hotel Wake Up Coffee Service sponsored by Travelers.Registration Desk sponsored by United Bankers’ Bank.

6:30 am - 9:30 amCatch & Release Fishing Tournament Okoboji Boats, Smith’s Bay

7:00 am - 8:30 amNEW EVENT! 5K Run/WalkOkoboji Commons Gazebo, Across from Arrowwood HotelIf you’re not a fisherman, get out for some sunrise exercise on this Run/Walk along the beautiful Great Lakes Spine Trail, and support CBI’s PAC. 5k Run/Walk sponsored by Quad City Bank & Trust and RW Baird.

10:00 am - 1:00 pmSpouses’ Welcome Brunch: Cruise West Lakes on the Queen IIMeet in Front Lobby, Arrowwood HotelEnjoy brunch on a relaxing 1-1/2 hour trip around Okoboji’s beautiful West Lakes region on the Queen II cruiser, accompanied by saxophone player Taylor Huseman. Shuttle service from the Arrowwood Hotel to the Queen II will be provided by Boji Rides.

10:00 am - 11:00 amBreakout Educational Sessions St. Andrews North & South, & Augusta RoomsThe North and South St. Andrews rooms are located next toeach other with the Augusta Room directly across the hall.Breakout sessions sponsored by Bell State Bank & Trust and2016 CBI Hall of Fame Sponsor Deluxe Corp.

Educational Session Option A:“Regulators’ Panel”Ron Hansen - Superintendent, Iowa Division of BankingChad Jorgensen - Senior Supervision Manager, Office of Supervision & Regulation, Fed. Reserve Bank of ChicagoJames LaPierre - Regional Director, FDIC Division of Supervision and Consumer ProtectionBack by popular demand, this Q & A session features expertsin state and federal banking regulations and policy.

Educational Session Option B:“Rural Economy”Ernie Goss - Chair, Regional Economics - Creighton UniversityA presentation on trends and forecasts in the rural economy.

Educational Session Option C:“Survive and Thrive In This Increasingly Disrupted Banking Economy”Howard Hagen - Partner, Dickinson Mackaman Tyler & HagenLearn how changes in technology are affecting the banking industry today, and how to guide your organization through those effects.

11:00 am - 11:15 amBreakBreakout Session Break sponsored by Raymond Jamesand EO Johnson-LOCKNET.

11:15 am - 12:15 pmBreakout Educational Sessions (Repeat of 10:00 am sessions, same locations)

12:00 pm - 1:00 pmRegistrants’ LunchPebble Beach RoomSpouses/Family Registrants, Guests and Associate/Affiliate Members. Sponsored by Dickinson, Mackaman, Tyler & Hagen.

12:30 pm - 1:30 pmAnnual Business & Legislative Committee Meeting LuncheonBayhill RoomOpen Only to CBI Bank Members. Spouses/Family Registrants, Guests and Associate/Affiliate Members may join us for lunchat Noon in the Pebble Beach Room.

1:45 pm - 4:15 pmFirst General Session ConvenesSt. Andrews Room President Randy LudwigWelcome and opening remarksGeneral session stage décor sponsored by Turnkey Security Equipment.

2:00 pm - 3:00 pm“Market Signals: What the Financial Markets Are Telling Us Now”Peter Ricchiuti - Freeman School of Business, Tulane Univ.Tulane University’s Peter Ricchiuti will share his informative and entertaining perspective on financial markets, the importance of proper diversification, and the cyclical nature of both stocks and investment sectors. He will also tell us about the unusual securities research program he heads up with his students.

3:10 pm - 4:15 pm“The Political Landscape in Washington” Political Journalist Stephen HayesWhat do the battles on Capitol Hill reveal about the political fortunes of the two major political parties? What does theissue environment tell us about the race for the White House in 2016? Join Weekly Standard Senior Writer and FOX News contributor Stephen Hayes as he answers these questionswith the detailed knowledge of a political scientist and the on-the-trail experience of a veteran campaign reporter. His presentation provides an up-to-the-minute report on theissues and players of our political system.

5:30 pm - 8:00 pm Gala / PAC Auction / TradeshowWimbledon RoomEven more networking possibilities with plenty of time tovisit the tradeshow. Start with a wine & cheese hour, followedby the Gala and Silent/Live Auctions. If you have not had a chance to contribute to CBI’s PAC, take a look at the auction items and place your bids--your PAC donations will stay right here in Iowa. Wine & Cheese Hour sponsored by ICBA. Gala“Wall of Fame” Photo Booth sponsored by Equips. Putting Contest sponsored by 2016 CBI Hall of Fame Sponsor Bankers’ Bank. Gala Bar sponsored by Vital Financial Services. Food Stations sponsored by: Bell State Bank & Trust; Dickinson, Mackaman, Tyler & Hagen; Eide Bailly; KPMG LLP; Quad City Bank & Trust; UMB Bank; West Bank.

Captain’s Log CompleteBusiness Schedule

Thursday, July 14


6:30 am - 9:00 amWake Up Coffee ServiceNear Registration Desk, Arrowwood Hotel Wake Up Coffee Service sponsored by Travelers.Registration Desk sponsored by United Bankers’ Bank.

7:00 am - 8:45 amTown Hall BreakfastIowa Showcase: Wells Blue BunnyBayhill RoomTown Hall Breakfast sponsored by 2016 CBI Hall of Fame Sponsor Bankers’ Bank.

9:00 am - 12:00 pmSecond General Session ConvenesSt. Andrews RoomIncoming president’s remarks, recognition of retiringdirectors, and introduction of new officers and directors.Second General Session Speaker sponsored by 2016 CBI Hall of Fame Sponsor Federal Home Loan Bank of Des Moines.

9:30 am - 10:30 am“Iowa’s Banking Perspective” Ron Hansen, Superintendent - Iowa Division of Banking

“Independent Community Bankers of America Update” Rebeca Romero Rainey, Chairman - ICBA

10:30 am - 10:40 amBreak

10:40 am - 11:40 am“Laugh to the Top: A Hilarious Guide to Achieving Your Goals”Keynote Speaker Mack DrydenIn his uniquely humorous and engaging style, Mack will give you all the laughs and motivation you need to reinvigorate your life, bounce back from defeat, and reach for loftier goals than ever. His practical seven-step formula for achieving personal and professional goals has garnered nothing but rave reviews!

11:40 am - 12:00 pmClosing Comments

12:30 pm - 1:00 pmBankers’ Golf Tournament LunchBrooks National Golf ClubSponsored by CliftonLarsonAllen LLP.

1:00 pm - 5:30 pmBankers’ Golf Tournament, Shotgun StartBrooks National Golf ClubHospitality Cart sponsored by RSM US LLP. Bankers’ Tournament Golf Set sponsored by fiserv. Unattended Golf Hole Sponsors: Adrenaline; AmTrust Group; Bankers Solutions; BCC Advisers; Country Banker Systems; Data Business Equipment; 2016 CBI Hall of Fame Sponsor Deluxe Corp; LSB Wholesale; Single Source Architects & Master Builders. Attended Golf Hole Sponsors: Bank Compensation Consulting; Storey Kenworthy; Vantage Point Solutions.

Friday, July 15MIXED-PAIR GOLF TOURNAMENT - JULY 13

Tee-off at Brooks National Golf Club for the Mixed-Pair Golf Tournament. The tournament is a four-person, best shot match. Shotgun start at 11:30 am. Mixed-Pair Tournament Lunch sponsored by United Bankers’ Bank. Unattended Golf Holes sponsored by 2016 CBI Hall of Fame Sponsor Deluxe Corp. and IASourceLink. Attended Golf Holes sponsored by Midwest Independent Bank and Farmer Mac.

KICK-OFF RECEPTION - JULY 13Join the Convention Committee in christening the 45th Annual Convention at the Majestic Pavilion in Arnolds Park! The Kick-Off Reception honors the 2016 recipients of the Robert D. Dixon Founders’ Award, the Up and Coming Banker of the Year Award, the Leaders of Tomorrow Scholarship winners and the winner of CBI’s Community Banking Month Best-of-the-Best Competition. Sponsored by 2016 CBI Hall of Fame Sponsor SHAZAM.

12TH ANNUAL FISHING TOURNAMENT - JULY 14Glide along calm lake waters at the 12th Annual Catch and Release Fishing Tournament. The tournament is open to men, women and youths over the age of 16 with valid Iowa fishing licenses, whether novice or experienced fishers. Fishing boats, tackle, bait and guides are all furnished. Participants should meet at Okoboji Boat Works, Smith’s Bay. Boats leave the dock at 7:00 am and return at 9:00 am for the weigh-in. Fishing Tournament sponsored by Equias Alliance. Breakfast sponsored by Midwest Independent Bank. Tournament prizes sponsored by Iowa State Bank & Trust - Fairfield.

NEW EVENT! 5K RUN/WALK - JULY 14This Run/Walk to benefit CBI’s PAC begins at the Okoboji Commons Gazebo and follows the beautiful Great Lakes Spine Trail. Whether you’re a regular jogger, a weekend warrior, or just want to drift along, set your course for some sunrise exercise! A $20 donation to the CBI PAC is required for participation and includes breakfast and a commemorative CBI 5K Run/Walk t-shirt. (Donations taken on-site and are not included in registration fees listed in this brochure.) 5K Run/Walk sponsored by Quad City Bank & Trust and RW Baird.

GALA, TRADESHOW & PAC AUCTION - JULY 14Enjoy food stations guaranteed to satisfy your appetite, visit the Tradeshow to see the latest products and services, then place your bids for the Gala’s silent and live PAC Auctions! Wine & Cheese Reception sponsored by ICBA. Photo Booth sponsored by Equips. Putting Contest sponsored by 2016 CBI Hall of Fame Sponsor Bankers’ Bank. Gala Bar service sponsored by Vital Financial Services. Food Stations sponsored by Bell State Bank & Trust; Dickinson, Mackaman, Tyler & Hagen; Eide Bailly; KPMG LLP; Quad City Bank & Trust; UMB Bank; West Bank.

BANKERS’ GOLF TOURNAMENT - JULY 15Cruise along to the final event of the conference. Enjoy lunch at Brooks National Golf Club, followed by a 1:00 pm shotgun start for a four-person, best shot tournament. Bankers’ Golf Tournament Lunch sponsored by CliftonLarsonAllen LLP. Hospitality Cart sponsored by RSM US LLP. Bankers’ Tournament Golf Set sponsored by fiserv. Unattended Golf Hole Sponsors: Adrenaline; AmTrust Group; Bankers Solutions; BCC Advisers; Country Banker Systems; Data Business Equipment; 2016 CBI Hall of Fame Sponsor Deluxe Corp; LSB Wholesale; Single Source Architects & Master Builders. Attended Golf Hole Sponsors: Bank Compensation Consulting; Storey Kenworthy; Vantage Point Solutions.


Endangered America and Cheney: The Untold Story of America’s Most Powerful and Controversial Vice President. Hayes’ work has been featured in The Wall Street Journal, The Washington Post, The New York Times, The Los Angeles Times, Reason, National Review and many other publications. He has written extensively about national politics, international affairs and the country’s current political leadership.

Before joining FOX, Hayes was part of CNN’s “Best Political Team on Television,” which won a Peabody Award for its coverage of the 2008 elections. Other media appearances have included: NPR’s “Talk of the Nation,” Today, Good Morning America, Meet the Press, ABC’s “This Week,” FOX News Sunday, CNN’s “State of the Union”, The O’Reilly Factor, Hannity, The McLaughlin Group, HBO’s “Real Time with Bill Maher” and The Daily Show with Jon Stewart.

Hayes is a native of Wauwatosa, Wisconsin, and a graduate of DePauw University in Greencastle, Indiana. He studied Public Policy at Georgetown University and received his Master of Science degree from Columbia University’s Graduate School of Journalism.

Ron Hansen, Superintendent of the Iowa Division of Banking, will speak at the Second General Session and the Regulators’ Panel Breakout Session. He is a native of Durant, Iowa, and after graduation from Durant High School he attended Arizona State University where he graduated with a Bachelor of Science degree in Finance. Ron is also a graduate of the

Graduate School of Banking at Colorado.

Ron got his start in banking in 1969 when he began working summers at Liberty Trust & Savings Bank in Durant. However, his first full-time banking job was with Security Pacific National Bank in Los Angeles, CA. In June 1975 Ron returned home to work at Liberty Trust & Savings Bank full time. In July 1995 he was named President and CEO of the bank and then Chairman of the Board and CEO in March 2014. He has also held the positions of Director and Trust Officer for Liberty Trust & Savings Bank; Chairman of the Board, President, Treasurer, and Director for Liberty Bancorporation; and Director for Liberty Insurance Agency.

This year’s First General Session opening speaker is Professor Peter Ricchiuti. He’s the business school professor you wish you had back in college! He teaches at Tulane University’s Freeman School of Business where his insight and humor have twice made him the school’s top professor.

Peter started his career with the investment firm of Kidder

Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane’s highly acclaimed Burkenroad Reports student stock research program. Peter also hosts a popular weekly business show on National Public Radio in New Orleans called “Out To Lunch” and recently published his first book Stocks Under Rocks.

He has been featured on CNN and CNBC as well as in The New York Times, BARRON’S, The Washington Post and The Wall Street Journal.

Also speaking at the First General Session is political journalist Stephen Hayes, senior writer at The Weekly Standard and a regular FOX News contributor.

Hayes is the author of two New York Times best sellers: The Connection: How al Qaeda’s Collaboration with Saddam Hussein Has Stephen Hayes

Peter Ricchiuti

Officers

Ron Hansen


Featured Speakers

Spouses, family and Associate/Affiliate guests are all encouraged to attend the GeneralSessions. Presentations by Peter Ricchiuti, Stephen Hayes, Ron Hansen, Rebeca Romero Rainey

and Mack Dryden will be informative and entertaining for ALL attendees!

Ron has served on the Education Committee of the Community Bankers of Iowa, helped found and served on the Board of the Mississippi Valley Bankers Association, and was the Past President of the Iowa Hawkeye Chapter of BAI and Cedar County Bankers Association. He has also served his community in various capacities with the Durant Chamber of Commerce, Durant Development Corporation, Durant Ambulance Service, and the Durant Jaycees; he has served on various committees of the Durant Community School District as well.

Rebeca Romero Rainey is the newest Chairman for ICBA, the only national trade association that exclusively represents community banks.

Chairman and CEO of Centinel Bank of Taos, N.M., and a third-generation community banker, Rainey has served ICBA and the community banking industry for many years. As ICBA Chairman, she is chairman

of the Executive Committee as well as the board of directors. She serves on the Nominating and Lending committees, is past chairman of the Federal Delegate Board and Minority Bank Council, and serves on the Policy Development Committee. She has served on the Federal Deposit Insurance Corp. Advisory Committee on Community Banking and the Kansas City Federal Reserve Community Depository Institution Advisory Council. In December 2009, she met with President Obama to discuss lending practices and regulatory reform.

Romero Rainey is past president and current board member of the Independent Community Bankers Association of New Mexico and is actively involved in several local nonprofits. She is also a board member of the New Mexico Partnership. In 2009, she was selected

Taos Citizen of the Year and has been awarded the New Mexico Governor’s Award for outstanding women. Romero Rainey is a graduate of Wellesley College and the Pacific Coast School of Banking. Upon graduating from Wellesley, she returned to Taos with the dream of continuing her family business of running the town’s only local community bank.

Our Keynote Speaker this year is Mack Dryden, who has been delighting audiences for years with his relaxed stage presence, hilarious material, and uniquely engaging delivery. As a comedian he’s performed on dozens of TV shows, including “The Tonight Show” with both Johnny Carson and Jay Leno.

Humor comes naturally to the former staff writer for “Politically Incorrect with Bill Maher”, and his stories of surviving two battles with cancer, a stay in an African prison, “sharks in showbiz who stab you in the front,” and one “near-fatal marriage” are as inspiring as they are laugh-out-loud funny.

From humble beginnings as “the funniest paper mill employee in Mississippi,” Mack earned a black belt in karate even as he was earning his Masters in Creative Writing. He won two Associated Press writing awards as a reporter in his home state, and finally became a professional comedian whose talent and perseverance landed him numerous TV appearances and got him hand-picked by Bill Maher to write on the acclaimed show.

Now based in Louisville, KY, he spends his time writing and traveling the country bringing his special brand of motivation and inspiration to thousands each year. It hasn’t been an easy road; but, as he says, “Falling on your face is still moving forward!”

Mack Dryden

RebecaRomero Rainey


Breakout Session Speakers

Back by special demand is the Regulators’ Panel. Panelists include Iowa Division of Banking Superintendent Ron Hansen, Regional Director James LaPierre with the FDIC’s Kansas City Region Division of Supervision and Consumer Protection, and Chad Jorgensen, Senior Supervision Manager with the Federal Reserve Bank of Chicago’s department of Supervision and Regulation.

Ron Hansen James LaPierre Chad Jorgensen

Breakout Educational Session A:Regulators’ Panel

Howard Hagen is a senior shareholder at Dickinson, Mackaman, Tyler & Hagen, P.C. and chairs the firm’s Banking Law Group. He has counseled banks for more than 30 years in virtually every Iowa county on such issues as regulation, acquisitions and various corporate and shareholder matters that have confronted banks in both good and troubled times. Howard also has served as counsel to the Community Bankers of Iowa for more than two decades. He was named “Lawyer of the Year” by U.S. News & World Report’s 2016 edition of the Best Lawyers in America for financial services regulation law.

HowardHagen

Breakout Educational Session C:“Survive and Thrive In This Increasingly Disrupted Banking Economy”

Ernie Goss is the MacAllister Chair in Regional Economics at Creighton University in Omaha, Nebraska. Among his many accomplishments, Dr. Goss has published more than eighty research studies focusing primarily on economic forecasting and on the statistical analysis business and economic data. His research paper entitled, “The Internet’s Contributions

to U.S. Productivity Growth” received the National Association of Business Economics Edmund A. Mennis Contributed Papers Award for 2001.

In addition to his teaching and research, Dr. Goss is the driving force behind the College of Business’s new Creighton Portfolio Index. He also produces the Rural Mainstreet Index which surveys bankers’ insights into business conditions.

His regional and national impact throughout the nine-state Mid-American Region and the three-state Mountain Region with media coverage of approximately 100 newspapers and over 90 radio stations. Dr. Goss has noted and quoted research that appears regularly in outlets such as the New York Times, MSNBC, Investors Business Daily, Wall Street Journal, The Los Angeles Times and The Chicago Sun Times.

Breakout Educational Session B:“Rural Economy”

Ernie Goss

Breakout Sessions sponsored by Bell State Bank & Trust and 2016 CBI Hall of Fame Sponsor Deluxe Corp.

First Mates

Breakout Session Breaks sponsored by Raymond James and EO Johnson-LOCKNET.


THURSDAY, JULY 1410:00 am - 1:00 PMMeet In Front Lobby, Arrowwood Hotel

Enjoy brunch on a relaxing 1-1/2 hour trip around Okoboji’s beautiful West Lakes region on the Queen II cruiser, accompanied by saxophone player Taylor Huseman. Shuttle service from the Arrowwood Hotel to the Queen II will be provided by Boji Rides.

• Mixed Pair Golf Tournament Wednesday, July 13 11:30 AM-4:30 PM Lunch begins at 11:00 AM (Additional information on pg 5)

• Kick-Off Reception Wednesday, July 13 6:30-8:30 PM (Additional information on pg 5) Sponsored by SHAZAM

• 12th Annual Catch & Release Fishing Tournament Thursday, July 14 7:00-9:30 AM Breakfast begins at 6:30 AM (Additional information on pg 5) Fishing Tournament sponsored by Equias Alliance

• NEW EVENT! 5K Run/Walk Thursday, July 14 7:00-8:30 AM (Additional information on pg 5) Sponsored by Quad City Bank & Trust and RW Baird.

Excursions Spouse & Family Activities

ADDITIONAL FAMILY & GUEST EVENTS

SET SAILSpouses’ Welcome Brunch:Cruise of West Lakes on the Queen II

• Registrants’ Lunch: Spouses/Family Registrants/Guests & Associates/Affiliate Members Thursday, July 14 12:00-1:00 PM (Additional information on pg 4) Sponsored by Dickinson, Mackaman, Tyler & Hagen

• Gala, Tradeshow & PAC Auction Thursday, July 14 Wine & Cheese Hour: 5:30-6:30 Gala/PAC Auction: 6:30-8:00 PM (Additional information on pgs 4 & 5) Wine & Cheese Hour sponsored by ICBA

• Bankers’ Golf Tournament Friday, July 15 1:00-5:30 PM Lunch begins at 12:30 PM (Additional information on pg 5)


The Gala, PAC Auction & Tradeshow is a featured event of Thursday’s Convention activities. Grab something good at the food stations while you network with community bankers from around Iowa, and peruse items on the block during the Live and Silent Auctions that benefit CBI’s PAC. Make some memories with a visit to the “Wall of Fame” Photo Booth, take your turn at the Putting Contests, and enter the drawings available at various exhibit booths for a chance to win great prizes!

Tour the Tradeshow during the Gala to explore companies who can provide the technologies, products and services that are critical to your business. CBI brings these potential partners to one location so you can easily learn how they can help improve your business, and compare prices and products more effectively.

EO Johnson - LOCKNETEquipsFarmer MacIASourceLinkICBA Securities / Vining SparksInvestment Professionals, Inc.Midwest Independent Bank

Visiting the Gala Exhibitors enables you to:• keep abreast of new information, products, and services• improve purchase management and business development• compare prices and products more effectively, and• save time by seeing these CBI partners in one location.

The following companies will be displaying their technologies, products, and services:

Make sure to visit with each company to be entered into a prize drawing!

Adrenaline / Glory Global SolutionsBank Compensation ConsultingBCC AdvisersCountry Banker SystemsData Business EquipmentEide BaillyEMC Insurance

Raymond JamesSHAZAM, Inc.Storey KenworthyTravelersTurnkey Security Equipment, Inc.United Bankers’ BankVantage Point Solutions

Explore Gala Events on Thursday, July 14 in the Wimbledon Room.

Gala, Auction& Tradeshow

Visit the CBI Leaders of Tomorrow table to learn more about this leadership development program!


Arrowwood HotelConvention Headquarters1405 Highway 71, Okoboji800.727.4561

1. King $149 2. Double Queen Beds $149

AmericInn of Okoboji1005 Brooks Park Drive, Okoboji712.332.9000

1. King $129.90 2. Double Queen beds $129.90 3. King Whirlpool $149.90 4. One-room King Suite $179.90 (with whirlpool and fireplace) 5. Two-room King Suite $199.90 (with whirlpool and fireplace)

BunksA block of rooms and suites have been reserved for CBI convention attendees at the Conference Headquarters, Arrowwood Hotel, as well as Bridges Bay, AmericInn of Okoboji, The Inn at Okoboji, and the brand new hotels Okoboji Commons and the Vintage Block Inn and Suites.

Room reservations must be made by June 11, 2016 in order to secure the discounted rates listed; ask for the CBI room blocks. Room type subject to availability. Room prices do not include tax. Bankers will continue to receive room preference at the Headquarters hotel.

NOTE: Cancellations of any room nights must be made one week prior to arrival date in order to avoid charges.

Convention Headquarters are located at the Arrowwood Resort & Conference Center, which is nestled in the beautiful Iowa Great Lakes region. The hotel sits on the 27-hole championship Brooks National Golf Club and is in the heart of all the lake area has to offer. In addition to activities from swimming to water skiing, go-karts to bike trails and so much more, the Arrowwood Hotel is near Arnolds Amusement Park, Pearson Lakes Art Center and the Iowa Rock & Roll Hall of Fame.

The Inn at Okoboji3301 Lake Shore Drive, Okoboji712.332.2113

1. Single Queen $164 2. Double Queen beds $169 3. Double room Kitchenettes $189 (1 Double bed and 2 Single beds) 4. Lakefront junior suites $195 (1 Queen and 1 5-ft Bunk beds)

NEW!! Vintage Block Inn & Suites1107 Sanborn Ave, Okoboji712.332.8040

1. King $169 2. Double King room $239 +Kitchenette

Bridges Bay630 Linden Drive, Arnolds Park712.332.2202

1. King Suites $239 2. Double Queen beds $199 3. Two-Bedroom unit $389 3. Three-Bedroom unit $519

NEW!! Okoboji Commons1302 Highway 71On East Lake, Okoboji712.332.2222

1. King Suites $189 2. Double King $209

At Bridges Bay, a shuttle to andfrom the Arrowwood Hotel willbe provided for the Town Hall Breakfast and General Sessions.


THANK YOU to our Sponsors for theirsupport of CBI’s

45th Management Conference and

Annual Convention!

ICBASHAZAM

DELUXE CORP.BANKERS’ BANK

UNITED BANKERS’ BANKICBA SECURITIES/VINING SPARKS

FEDERAL HOME LOAN BANK OF DES MOINES

Platinum Sponsors

Diamond Sponsors

Community Bankers of Iowa would also like to give additional recognition to the following

2016 CBI HALL OF FAME SPONSORSand thank them for their support, not only at the 45th Annual Convention but throughout the year!

SponsorsHotel Keycards - Investment Professionals, Inc.Convention Golf Shirts - ICBA Securities/Vining SparksTradeshow Bags - Fredrikson & Byron Law FirmRegistration Desk - United Bankers’ Bank5K Run/Walk T-Shirts - Quad City Bank & Trust and RW Baird

PromotionalItem Sponsors:


Star Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

WE ENCOURAGE YOU TO REGISTERONLINE AT CBIAONLINE.ORG

Bank/Company Name:

First Name: Last Name:

Nickname for Badge: First Time Attendee:

Address: City/State/Zip:

Telephone: Email:

Spouse/Guest Name:

Nickname for Badge: Spouse/Guest Email:

First & Last Name of Each Youth Registrant:

Please select if this will be your first convention, and thank you for joining us!

Payment options on facing page.

Sail Away

Set Sail: Spouses’Welcome Brunch ____ x $45 = $______

OPTIONAL EVENTS:

REGISTRATION FEES:

TOTAL AMOUNT DUE $

Standard Registration

Late Registration(After June 12, 2016)

First Banker Registrant ___ x $425 = $______ ___ x $450 = $______

Additional Registrantsfrom the same bank ___ x $325 = $______ ___ x $350 = $______

Associate Registrant(Correspondent Bank) ___ x $450 = $______ ___ x $475 = $______

Affiliate Registrant(Vendor) ___ x $450 = $______ ___ x $475 = $______

Standard Registration

Late Registration(After June 12, 2016)

CBI Member Bankthat has NOT attended Convention in the last 5+ years

___ x $150 = $______ ___ x $175 = $______

ICBA Member NOTbelonging to CBI ___ x $550 = $______ ___ x $575 = $______

Spouses / Guests ___ x $175 = $______ ___ x $200 = $______

Youth (18 & Under) ___ x $30 = $______(Each youth registration includes a one-day pass to Arnold’s Park,

Thursday’s lunch, and the Gala Reception.)

___ x $55 = $______

(Open Only to CBI Bank Members)

Annual Business &Legislative CommitteeMeeting Luncheon

(Included in registration fees)# of Attendees: ____

Town Hall Breakfast(Included in registration fees)

# of Attendees: ____

Registrants’ Lunch:Spouses, Family & Associates/Affiliates

(Included in registration fees)# of Attendees: ____

Bankers’ Golf TournamentBrooks National Golf Club

PER PERSON

____ x $125 = $______Mixed-Pair Golf TournamentBrooks National Golf Club

PER COUPLE

____ x $160 = $______

Name: --------------------------------------------------------------------------------Foursome Partners

Name: -------------------------------------------------------------------------------Foursome PartnersName: ----------------------------------------------------------------------------------Foursome Partners

Name: ----------------------------------------------------------------------------------Foursome Partners

You must register to attend any Convention event. Please print and duplicate this form for additional registrants.

NEW EVENT!5K Run/Walk

(NOT included in registration fees;PAC donation will be collected on-site)

# of Attendees: _____

Catch and Release Fishing Tournament: ____ x $150 = $______ (You must have a valid Iowa fishing license to participate. Tournament fees include gratuity.)

(Tournament fees include gratuity, lunch, greens fees and cart)

T-shirt sizes: One shirt per participant.Please mark size quantities needed for all participants:S ___ M ___ L ___ XL ___ 2X ___Qty Qty Qty Qty Qty

CBI Cancellation Policy:Substitutions are allowed and encouraged. Cancellations received either by fax or e-mail by

June 12, 2016 will be fully refunded. Registrants cancelling on or before July 1, 2016will receive refunds less 30% administrative fees per person.

CANCELLING ANY REGISTRATION OR EVENT ACTIVITY AFTER JULY 1, 2016 IS NON-REFUNDABLE.

Payment Information: TOTAL AMOUNT DUE (from facing page) $

Please select your payment method: Check Enclosed* Credit Card** *Checks should be made payable to Community Bankers of Iowa

**CBI accepts Visa and Mastercard. If you are paying via credit card, CBI encourages you to register online. If not registering online, please fill out the following information:

Number: Expiration date: Three-digit code:

Name as it appears on card:

Bank/Company Name:

Mail registration forms and payment to: Community Bankers of Iowa1603 22nd Street, Suite 102 | West Des Moines, IA 50266

Fax: 515.453.1498 | 515.453.1495

Registration and payment are available on the Community Bankers of Iowa’s website at www.cbiaonline.org.

In order to minimize error and protect your information,

WE ENCOURAGE YOU TO REGISTER ONLINE.If you have any questions, please call the CBI office at 515.453.1495.

10:00 am to 11:00 am A: Regulators’ Panel

B: Rural Economy

C: Survive and Thrive In This Increasingly Disrupted Banking Economy

11:15 am to 12:15 pm A: Regulators’ Panel

B: Rural Economy

C: Survive and Thrive In This Increasingly Disrupted Banking Economy

Breakout Sessions:Please check ONLY TWO of the following Thursday

Breakout Educational Sessions that you plan to attend: Thank You!

Your Bankers’ Bank

LENDING SERVICESCommercial LoansCommercial Real EstateAg LoansOver-lines/ParticipationsBank Stock LoansSpecial Purpose Loans

OPERATIONAL SERVICESMidwest Image Exchange MIE.net ™

Check Clearing ProductsCash ManagementFederal FundsCONTROL Information ReportingWire TransfersACHSafekeepingForeign Exchange

AUDIT SERVICES*ACH AuditBSA AuditLending ComplianceDeposit ComplianceDirectors’ ExaminationInterest Rate Risk ReviewLoan ReviewExternal/Internal Penetration TestIT Security Audit*Offered thru MIB Banc Services, LLC

DOUG [email protected]

(402) 480-0333

One Source. One Call. STACY SNYDER [email protected]

(515) 468-9688800-347-4MIB | mibanc.com MEMBER FDIC

©2016 Community Bankers of Iowa

45th ManagementConference &

Annual Convention

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Documents

45th Annual Convention Brochure