Hou

sing

& P

arki

ng: B

anki

ng p

artic

ipan

ts a

re re

spon

sible

fo

r arr

angi

ng a

nd p

ayin

g fo

r the

ir ow

n ho

usin

g. A

low

gro

up

rate

has

bee

n ne

gotia

ted

at th

e M

agno

lia H

otel

Dal

las P

ark

Citie

s at 6

070

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th C

entr

al E

xpre

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ay, D

alla

s, Te

xas 7

5206

(a

cros

s fro

m S

MU

).

Hot

el R

eser

vati

on Ii

ne: 8

88-9

15-1

110.

The

room

blo

ck is

un

der “

Bank

Ope

ratio

ns In

stitu

te.” B

OI p

artic

ipan

ts c

an a

lso

mak

e ho

tel r

eser

vatio

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vatio

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ust b

e m

ade

by th

e cu

t-off

dat

e of

Sep

tem

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5, 2

017.

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r thi

s dat

e,

room

s are

subj

ect t

o av

aila

bilit

y at

pre

vaili

ng ra

tes.

Canc

ella

tion

Pol

icy:

Any

can

cella

tions

mad

e 5

busin

ess

days

prio

r to

the

prog

ram

are

subj

ect t

o a

$375

pro

cess

ing

fee.

You

may

subs

titut

e an

othe

r per

son

in y

our p

lace

at a

ny

time

prio

r to

the

prog

ram

dat

e. P

leas

e in

form

the

Regi

stra

r of

the

subs

titut

ion.

Cou

rse

mat

eria

ls w

ill b

e m

aile

d to

regi

s-tr

ants

who

are

una

ble

to a

tten

d th

e pr

ogra

m.

The

IRS

requ

ires a

not

ice

on a

ll re

gist

ratio

ns fo

rms,

whi

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info

rms t

he a

tten

dee

of th

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of t

he re

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ratio

n fe

e re

pres

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g fo

od a

nd b

ever

age

that

is d

educ

tible

as

an o

rdin

ary

busin

ess e

xpen

se. W

e es

timat

e th

e fo

od c

ost

port

ion

of y

our b

asic

regi

stra

tion

fee

is $9

00. U

nder

cur

rent

ta

x la

w 5

0% o

f thi

s am

ount

is d

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as a

n or

dina

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se. P

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r acc

ount

ant o

r tax

ad

viso

r for

furt

her d

etai

ls.

For M

ore

Info

rmat

ion

Cont

act:

Julie

Cou

rtne

y, CA

E, C

MP

Pres

iden

tIB

AT E

duca

tion

Foun

datio

n17

00 R

io G

rand

e St

., Ste

. 100

Aust

in, T

X 78

701

Jcou

rtne

y@ib

at.o

rg

Indi

vidu

als i

n ne

ed o

f spe

cial

ass

istan

ce w

ith re

gard

to th

is pr

ogra

m a

re re

ques

ted

to c

onta

ct th

e re

gist

rar a

t le

ast 5

day

s bef

ore

the

mee

ting

so th

at a

ppro

pria

te a

rran

gem

ents

can

be

mad

e.

M

aIl

It In

: Fa

x It

In:

Reg

Iste

R o

nlI

ne:

Regi

stra

tion

Fees

: |

Lev

el O

ne $

1,97

5

| L

evel

Tw

o $1

,975

Nam

e Ti

tle

Bank

/Firm

Em

ail

Addr

ess

Tel. N

o.

City

/Sta

te/Z

ip

Care

er In

form

atio

n To

tal Y

ears

in B

anki

ng o

r Rel

ated

Fie

lds:

Bank

Exp

erie

nce:

Curre

nt Jo

b Re

spon

sibili

ties

Educ

atio

n Ba

ckgr

ound

Reco

mm

endi

ng O

ffice

r’s In

form

atio

n

Reco

mm

endi

ng O

ffice

r’s C

onta

ct In

form

atio

n

Regi

stra

tion

Form

37th

ann

ual B

ank

ope

rati

ons

Inst

itut

eo

ctob

er 8

-13,

201

7

IBAT

Edu

catio

n Fo

unda

tion

512-

322-

9004

sw

gsb.

org/

oper

atio

ns17

00 R

io G

rand

e St

., St

e 10

0A

ustin

, TX

7870

1

“I’ve

hea

rd t

he s

ayin

g, ‘y

ou’ll

alw

ays

regr

et t

he t

hing

s yo

u di

dn’t

try

mor

e th

an t

he t

hing

s yo

u do

try

.’ Ab

solu

tely

no

regr

ets

here

and

I w

ould

enc

oura

ge a

nyon

e w

ho w

ants

to

chal

leng

e th

emse

lves

, gro

w th

eir n

etw

ork,

iden

tify

and

use

new

tool

s for

care

er g

row

th...

to g

et in

volv

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ith B

OI.”

Bria

n Ko

lend

aW

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t Nat

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kCl

ass

Pres

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t

37th Annual Bank Operations Instituteoctober 8-13, 2017

The BOI program – taught by the industry’s top experts and consultants – is both comprehensive and goal-oriented, for the most efficiency and effectiveness, bar none. All classes are held at the Collins Executive Education Center, a state-of-the-industry conference facility designed by SMU Cox for the Fortune 500. “World Changers Shaped Here” is SMU’s universal motto, and you are part of this stimulating, transformational experience – all surrounded by one of the most beautiful campuses in America and home to the internationally acclaimed George W. Bush Presidential Center.

This unique approach to professional development is comprised of two annual six-day sessions: Level One and Level Two. Intensive and thoroughly engaging, each session is designed for the highest faculty-student interaction and team bonding. Tailored to bank operations, administration and compliance functions, the program takes you to the next level in your professional development and challenges you to see the big picture and the critical role you play in your bank’s ultimate success. You’ll come away inspired and fully prepared to enter the upper echelons of bank management – and rise to the challenges of an industry constantly changing in its complexity, standards and expectations.

Allied with the prestigious SW Graduate School of Banking (SWGSB) at Southern Methodist University (SMU) and the Independent Bankers Association of Texas (IBAT), the Bank Operations Institute (BOI) in Dallas empowers you to achieve

your highest potential as a key player at your financial institution. Custom learning in an executive center environment at the internationally renowned Cox School of Business ensures a leadership experience of the first rank.

SMU

, SW

GSB

and

IBAT

do

not d

iscrim

inat

e on

the

basis

of r

ace,

co

lor,

natio

nal o

r eth

nic

orig

in, s

ex, a

ge, o

r disa

bilit

y.

BOI’s First-Class Learning Mission and Mastery

Advisory Board

SponsorsPlatInUM

golD

sIlVeR

Presented by

Accommodations Magnolia Hotel Dallas Park Cities6070 North Central ExpresswayDallas, Texas 75206214-750-6060

Level OneThe Business of Banking

Evaluating Bank Performance

Risk Management

Controlling Fraud

Strategic Cost Control

Effective Internal Control and Audit Procedures

Current Compliance Topics

Human Resources Management

Project Management Processes

Marketing and Cross Selling Measurement Tools

Payment Trends and Digital Banking

Effective Time Management

Level Two Managing for High Performance Banking

Managing the Bank Investment Portfolio

Strategic Planning

Branch Transformation

Delivery Systems and Channels

Strategic Risk Management

Effective Fraud Control

Human Resources Strategies

Maximizing Bank Performance

Budgeting and Planning

Bankruptcy and Other Legal Topics

AdvisorsRandall JamesRandall S. James & Associates, Inc. s. scott MacDonald, Ph.D.SWGSB Foundation Brad olsonOlson Research Associates. Inc. Jay PhillipsCerfis Group, Inc.

Regulators Michael BrickmanOffice of the Comptroller of the Currency Charles CooperTexas Department of Banking Kristie elmquistFDIC Robert l. triplett, IIIFederal Reserve Bank of Dallas

BankersKevin MonkAlliance Bank Robert HulseyAmerican National Bank of Texas Patrick grayTIB-The Independent Bankers Bank louis ehlingerTexas Heritage Bank Perry RitchieCompass Bank

The Bank Operations Institute’s dynamic, interactive program is one of the finest in the nation. At BOI you are an active participant in the educational experience from day one. Here, there is an ongoing dialogue with instructors as you work through complex issues and approaches. In a series of team projects you also create a unique bond with your colleagues and peers, often learning key concepts that can only be acquired “hands on” from each other. It is a rich and thorough learning environment built for your success!

The BOI curriculum has been developed to maximize your return on your educational investment. This fast-paced, exciting program is a well-crafted blend of informative lectures, case studies, team building exercises and bank simulation. BOI’s advisory board, comprised of the top bankers, regulators and consultants in the country, are constantly guiding the program to ensure that it meets the challenges of today’s banking and regulatory environment – and exceeds your expectations.

BOI has a laser focus on improving your bank’s operation efficiency and compliance strategies. Today, more than ever before, your bank’s success depends on its ability to strategically control costs and deliver the highest quality products and services, all while remaining compliant with myriad regulatory requirements. This is a challenging task that BOI embraces with unrivaled vigor and imagination, perfectly reflected in the topics you will cover in two successive years:

Program Dates and Fees october 8-13, 2017

The $1,975 enrollment fee represents the best value in banking education today and compares favorably with other banking programs. It includes tuition and most meals for six days, course notebook and all handout materials. Meals include opening banquet on Sunday, lunches daily in the Umphrey Lee Cafeteria on SMU Campus, closing graduation, and informal dinners on two evenings, plus breaks throughout the week.

Who Should Attend?BOI was built with you in mind. The program is well suited for those looking to enhance and continue to develop and perfect their managerial competencies around the operations of community banking. This includes operations and lending officers, cashiers and head tellers transitioning into management, branch managers, future chief financial officers, supervisory/management personnel as well as any future C-Suite talent wanting a better grasp of the overall operations of the bank.