Georgia Bankers Association

Compliance Conference

September 25-26, 2009 ♦ Idle Hour Country Club, Macon

Program Agenda

 

Thursday, September 25, 2009

 

8:00 a.m. – noon           CRCM Exam

 

12:00 – 1:15 p.m.          Lunch and Keynote Address

                                   Calvin Hagins
                                   Office of the Comptroller of the Currency
                                   Compliance Risk Management Systems
                                   Calvin Hagins will discuss all of elements necessary for an effective CRMS as well as describe what is considered "effective" by the regulators.

 

1:30 – 2:45 p.m.            Fair Lending

                                    Rick Freer

Office of the Comptroller of the Currency

 

3:00 – 4:15 p.m.            Georgia State Banking Laws

            James H. Moore, III

                                    Moore, Clarke, Duvall Rodgers, P.C., Albany

This session will re-familiarize attendees with the requirements of important state requirements such as usury limitations, Georgia Fair Lending, Georgia Residential Mortgage Act, and new term limitations placed on consumer residential lending.

 

4:30 – 5:45 p.m.            How to Prepare for a BSA Exam

                                    Dana Albera

                                    BANC Financial Group, Inc., Atlanta

This session will provide step-by-step instructions on how you can prepare your bank for what some consider to be the most critical review of your bank’s compliance program.  Where should your time be spent?  What should you expect from the regulators?  What documentation can you expect to provide?  These questions and more will be covered in this important session.

 

6:00 p.m.                      Reception

 

Friday, September 26, 2009

 

8:30 – 9:00 a.m.            Continental Breakfast

 

9:00 – 10:15 a.m.           Regulatory Changes/Emerging Issues

                                    Steve Kenneally, ABA

 

10:30 – 11:45 a.m.         Monitoring for Compliance with Deposit regulations

Louvera Walden, Ameris Bank, Moultrie

Autumn Osborne, McIntosh State Bank, Jackson

Can you find any problems your bank may be having BEFORE the regulators find them?  Monitoring for compliance with various regulations is an essential part of any compliance program.  Too often the deposit regulations are overlooked.  This workshop is designed to provide you with models and processes for spotting those pesky Deposit Compliance problems before someone else does!   Workshop session attendees will receive monitoring worksheets from several sources. Presenters will share tips and tricks to get the job done.

 

12:00 – 1:00 p.m           AML, SARS

(Working Lunch)

                                    Jantzen Blakmon, Kenneth Gusler

                                    Immigration and Customs Enforcement, Atlanta

Did you ever wonder if all of the hours of work you put into BSA compliance is worth it?  Today’s luncheon speakers use the information submitted on SARs and CTRs on a daily basis.  Attendees will learn how SARs are used after they leave the bank and will hear examples of investigations spurred by this crucial information. 

 

1:15 – 2:30 p.m.            Regulatory Panel Discussion

                                    Louvera Walden, Moderator

                                    Panel

                                    Calvin Hagins, Office of the Comptroller of the Currency

                                    Michael Dean, Federal Deposit Insurance Corporation

                                    Gary Clayton, Federal Reserve Bank of Atlanta

                                    Joel Palmer, Office of Thrift Supervision

Do you have questions that can only be answered by your regulator? Join us for the regulatory panel discussion where representatives from regulatory agencies will be there to answer your questions.  Just send us your questions in advance or submit them the first day of the conference to learn how your regulator interprets the regulations.   Take information you can use back to your bank.

 

2:45 – 4:00 p.m.            Fair Lending Workshop

                                    Tammy Stacey, Diane Jordan

                                    The Brand Banking Company, Lawrenceville

 

The following are hotel suggestions for your stay.  Please contact them directly to make your reservations.

H
ilton Garden Inn:  478.741.5527
Hampton Inn & Suites:  478.803.5000
La Quinta:  800.642.4239

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