AGENDA
Wednesday, June 11
| 10:30 am | Client
Golf Tournament at the Green Valley Golf Course in Portsmouth, RI |
| 1:30 pm – 3:30 pm | Conference Registration |
| 2:00 pm – 4:00 pm | Meeting the Lending Needs of the Electronic Consumer, Marc Riccio, Specialized Data Systems |
| Mobile Banking in the Industry and ORCC's Product Road Map, David Benning, ORCC | |
| Sam Teague's Compliance Round Table | |
| 6:30 pm – 7:30 pm | Partners Expo |
| 6:30 pm – 7:30 pm | Partners Expo Cocktail Reception |
| 7:30 pm – 10:00 pm | Dinner & Golf Awards |
Thursday, June 12
| 7:30 am – 8:30 am | Continental Breakfast in Partners Expo |
| 8:30 am – 8:45 am | Welcoming Remarks, Mark B. Shaw, SVP & Chief Services Officer |
| 8:45 am – 9:30 am | Succeeding Together, Richard A. Leone, President & CEO |
| 9:30 am – 10:00 am | COCC Executive Q & A |
| 10:00 am – 10:45 am | Winning the Deposit War Against the Netbanks and the Megabanks, John Waupsh, CEO of First ROI |
| 10:45 am – 11:15 am | Expo Partners/Talk to the Experts |
|
11:15 am – 12:15 pm |
Understanding and Using the Hidden Messages of Non-Verbal Communication, Mark Steinberg, Steinberg and Associates |
| Peer Group Discussions (2 sessions based on asset size) | |
|
Compliance Update, Sam Teague, Teague Compliance Group |
|
| Talk to the COCC Experts | |
| 12:15 pm - 1:45 pm | Lunch |
|
1:45 pm – 2:45 pm |
Understanding and Using the Hidden Messages of Non-Verbal Communication, Mark Steinberg, Steinberg and Associates |
| A Focus on INSIGHT 8.1 Loans, Rosa Fornarelli and Matt Davies, COCC | |
| The Evolving World of Item Processing, Betsy Didan and Deana Wyse, COCC | |
| Talk to the COCC Experts | |
| 3:00 pm – 4:00 pm |
Tech Forum |
| A Focus on INSIGHT 8.1 Deposits, Dina Petillo, COCC | |
| Loan Grader Demo; A Loan Risk Rating Solution, Don Lowenstein, Lowenstein & Associates, PC and Steve Patch, COCC | |
| Talk to the COCC Experts | |
| 7:00 pm – 8:00 pm | Cocktail Reception at the Belle Mer Resort on Goat Island |
| 8:00 pm – 12:00 am | Dinner & Entertainment at the Belle Mer Resort on Goat Island |
Friday, June 13
| 7:30 am – 9:00 am | Breakfast |
| 9:00 am – 10:15 am | Keynote Speaker, Gary Scott |
| 10:15 am – 10:30 am | Break |
| 10:30 am – 11:30 am |
Strategic Direction;
A COCC and Industry Overview,
Wendy Healey, COCC and David Koning, Baird Associates |
| 11:30 am – 12:00 pm | Distribution of Conference gift, COCC raffle prizes, Partner raffle prizes, closing remarks |
Thank you to our
Platinum Sponsors:
