Jimmy Sawyers 
Sawyers & Jacobs LLC 


Monday October 29, 2012 at 8:15 AM CDT
Tuesday October 30, 2012 at 12:15 PM CDT

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Hilton Memphis 
939 Ridge Lake Boulevard
Memphis, TN 38120

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Bank Tech Summit 2012 

Sawyers & Jacobs LLC invites you to join us for Bank Tech Summit 2012 on October 29 & 30, 2012, at the Hilton Memphis in Memphis, Tennessee.  This will be our 8th annual event in conjunction with our friends at the Barret Graduate School of Banking.

Program Introduction

Do not go where the path may lead, go instead where there is no path and leave a trail.”
- Ralph Waldo Emerson

Visiting one’s physician for an annual medical check-up is a good idea.  Most doctors would agree that the greatest benefit of an annual physical is knowledge – for both you and your healthcare providers.  Does your bank get an annual technology check-up to gain the knowledge necessary to compete and embrace profitable trends in bank operations and technology?  Is your bank healthy enough to pave a path to long-term success?

In the spirit of the annual check-up and blazing trails, we present Bank Technology Summit 2012, our exclusive, invitation-only event designed give participants a technology check-up and the knowledge to launch new strategies and new paths.  Topics we will cover:

  • Multi-channel strategy
  • Paperless boardrooms/iPad use in boardrooms
  • Sales effectiveness
  • DLP (Data loss/leak prevention)
  • Compliance technology
  • Mobile device strategy
  • Small business banking
  • Lending technology innovations
  • Vendor management
  • P2P (Person-to-person payments)
  • Customer service innovations
  • IT risk management trends
  • Network security threats
  • Regulatory hot buttons
  • Technology provider innovations
  • Social media strategies
  • Mobile remote deposit capture
  • The state of the banking industry
  • Economic forecast for 2013 and beyond
  • Personal financial management (PFM) tools
  • Core processing trends
  • System selection considerations
  • The changing payments landscape

Interact with the leading tech providers in our industry.  Win prizes.  Meet and network with bankers facing the same technology challenges. 

Please register today to secure your spot.  Seating will be limited to this exclusive event.

Give your bank the checkup it needs by attending Bank Technology Summit 2012.


Day One – Monday, October 29th 

8:15 AM - 9:00 AM Registration and Continental Breakfast

9:00 AM - 9:15 AM Welcome and Introductions

9:15 AM - 10:15 AM
Mastering the Game of Tech Survival:  Lessons in Strategy and Tactics
Jimmy Sawyers
, Member of the LLC, Sawyers & Jacobs LLC (
Managing your bank's technology these days is akin to surviving a game of strategy. Situational awareness and sound decision-making are critical. Organization and execution are imperative. One must know which tech trends can be leveraged into profitable business while simultaneously managing risk and maintaining compliance with expanding laws and regulations, or it's GAME OVER. Find out which tech trends and strategies will help your bank succeed and survive in a difficult and fast-changing environment.

10:15 AM - 10:30 AM Networking and Refreshment Break

10:30 AM - 11:30 AM
Banking in the Palm of Your Hand - Leveraging the Power of the Mobile Device to Engage and Interact

Eric Cook
  Director of Strategic Insight WSI (
How can a community bank harness the power of the mobile device as not only a transaction delivery device, but also engage and interact with their customers to build relationships and deepen its bond with customers? In this session, Eric will share strategies and provide a hands-on tour of a mobile messaging system so that you can understand what's possible and how a mobile strategy may be something to add to your list for 2013 (or sooner)!

11:30 AM - 1:00PM Luncheon in the Exhibit Hall and Networking with Exhibitors

1:00 PM - 2:00 PM
It Won’t Happen to Us: Real Bank Hacks
shua Jacobs, Member of the LLC, Sawyers & Jacobs LLC  (
It won't happen to us! Many banks believe they will never be hacked. Learn what happens when banks have to face reality and deal with the unpleasant and costly issue of an intrusion. Hear about real-world examples and how they were resolved.

2:00 PM - 2:15 PM Networking and Refreshment Break

2:15 PM - 3:15 PM
iPads in the Boardroom
Scott Mallery, Regional Vice President-East, BOARDVantage (
A few short years after its introduction, the iPad has made the paperless boardroom a reality. With its unique strength in graphics and animation it is well-suited to present large volumes of information in an intuitive manner. Not that technology is a stranger in the boardroom-it's been there for years. The shift from browser to iPad is significant because that new platform triggered an even greater shift-the transition from paper to paperless. This session will present successful examples of implementations and the potential impact of the paperless Boardroom.

3:15 PM – 3:30 PM Networking and Refreshment Break

3:30 PM - 5:00 PM
1-2-3-4,  What’s In Store Beyond the Core? 
Bob Ezell
, Vice President of Product Management, CSI (
John Kopriva
, Vice President-Sales, Financial Institutions & Wealth Management, FIS (
Virginia Heyburn
, Vice President-Strategic Marketing, Fiserv (
Rick Keith
, Central Region,Sales Manager, Jack Henry & Associates Inc. (
Hear from four of the top core processing providers for community banks and learn what they have in store for the future of banking technology. Which is best...outsourced or in-house? Best-of-breed or totally integrated one-stop shop? When is it time to evaluate a new core provider? How does the core provider support a bank's mobile strategies? How are these providers helping banks retain the payments franchise? Get answers to these tough questions and more.

5:00 PM - 6:00 PM  Networking Reception in the Exhibit Hall

Day Two – Tuesday, October 30th

8:30 AM - 9:30 AM
Does Your Tech Connect?  How to Properly Support Relationship Development with Your Front Line Staff and Customers

Mark Faircloth
, Partner, Faircloth Performance Partners (
In his work including consumer/small business mystery shops, discussions with institution executives and training workshops with front line managers and staff, it has become clear to Mark that most banks have two major technology-performance gaps: (1) A disconnect between strategic data and usable front line information and tools; and (2) A misunderstanding of how to use information and delivery channel options to proactively build deeper, more profitable relationships with key customers. In Mark's session, learn how to connect strategic content to usable information; integrate delivery channels; and change the role of front line employees and managers. Get the formula for success and learn key actions to take today.

9:30 AM - 9:45 AM Networking and Refreshment Break

9:45 AM - 10:45 AM

IT Risk Management Trends:  What Passed in the Past Won’t Pass Now

Jimmy Sawyers
, Member of the LLC, Sawyers & Jacobs LLC  (
Joshua Jacobs
, Member of the LLC, Sawyers & Jacobs LLC
Shane Daniel
, VP Risk Management, Sawyers & Jacobs LLC
Kristin McNeish
, Senior Consultant, Sawyers & Jacobs LLC
John Marin
, Technology Consultant, Sawyers & Jacobs LLC
To quote a banker who just underwent a recent IT examination in 2012, "What passed in the past won't pass now." All the FFIEC agencies are now conducting tougher, more in-depth IT examinations. In this session, learn the latest regulatory hot buttons and how bankers are responding to regulatory requirements and exam report recommendations with sound logic and practical controls. Get the latest information from the front lines of banking.  Be prepared for your next exam by knowing what to expect now.

10:45 AM - 11:00 AM Networking and Refreshment Break

11:00 AM - Noon
Banking and the Economy in 2013:  A Pre-Election Forecast

Dr. Ed Seifried
, Co-Chairman, Seifried & Brew (
The recovery from the 2007 Recession is now into its third year. The Fed has lowered interest rates to approximately 0%, engaged in an aggressive strategy of twisting the yield curve in an effort to assist the beleaguered housing sector, and engineered two massive bond buying programs in an effort to stimulate economic growth. Yet, economic growth remains sluggish and the unemployment rate elevated. Will 2013 be any different? Dr. Ed will make a pre-election forecast has to what 2013 has in store for community bankers.

Noon - 12:15 PM   Prizes, Giveaways, Closing Remarks
Jimmy Sawyers
, Member of the LLC, Sawyers & Jacobs LLC

Participating Exhibitors, Speakers, and Sponsors

  • BancIntranets
  • Barret School of Banking
  • BNControl
  • BoardVantage
  • Computer Services, Inc.
  • EVS Corporation
  • Faircloth Performance Partners
  • FIS
  • First Data
  • Fiserv
  • InBusiness Services, Inc. (360 View)
  • Jack Henry/ProfitStars
  • MEA Financial Enterprises LLC
  • NCBS
  • Sawyers & Jacobs LLC
  • Seifried & Brew
  • Thomason Hendrix Harvey Johnson & Mitchell, PLLC
  • Venture Technologies
  • WSI

Interact with exhibitors.  Network with speakers.  Meet your fellow bankers.  Explore our exhibit hall to discover exciting technology and some very nice people serving the banking industry.  Be sure to enjoy our reception on the evening of Monday, October 29th.


CIOs, CTOs, COOs, CEOs, IT and operations personnel, internal auditors, IT auditors, compliance officers, network administrators, security practitioners, examiners, and anyone else interested in bank operations, security, and technology issues.

Please note this is an invitation-only event. Sawyers & Jacobs LLC reserves the right to refuse admission to any person at any time.

Program Materials 

Each participant will receive a conference catalogue which will include slide handouts and other useful materials.


Business casual.  Bring a sweater or a jacket should the room be cool.


Breakfast will be provided both days as part of the event fees.  Lunch will be provided on day one.  Refreshment breaks are scheduled each morning and each afternoon.   Day one will include a reception in the exhibit hall that evening.


Win a new Apple iPadLED TV, or Apple TV, in addition to several other tech prizes.  Prizes will be given away at our reception on Day One and at the close of our event on Day Two.

Special Needs

Please submit accommodation requests for special needs in writing with your paid registration at least two weeks prior to the event.  We will contact you to discuss arrangements.

About Sawyers & Jacobs LLC

Sawyers & Jacobs LLC helps banks in four major areas:  Technology Planning, Risk Management, Network Solutions, and Business Continuity.  Our mission is to help our clients use technology securely, effectively, and profitably to better serve their customers, comply with laws and regulations, contain costs, and compete. We make banks better.  To learn more, email, call 901.487.2575, or visit 

About the Barret Graduate School of Banking

The Paul W. Barret, Jr. Graduate School of Banking is a non-profit independent school created by and governed by a Board of Regents, whose members are executives from banks and other firms involved with the financial services industry. The mission of the School is to provide an adult learning experience for the career-oriented individual in commercial banking or a related financial services industry business.  Visit or email us at  to learn more.

CPE Credits

Paul W. Barret, Jr. Graduate School of Banking is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site:

The Barret Graduate School of Banking offering of Bank Tech Summit is a “group-live” advanced level program for bankers and other financial professionals. No advanced preparation or other prerequisites are required for enrollment. Admission guidelines are stated on the application. For more information regarding administrative policies such as complaint or refund, please contact the School office at 901-321-4000.  Participants will receive 9 hours of Continuing Professional Education (CPE) credit for this program.

Location & Lodging

Hilton Memphis
939 Ridge Lake Boulevard   Memphis, TN 38120
Phone (901) 684-6664   Fax (901) 762-7496

A block of rooms will be available at a discounted rate at the Hilton Memphis 939 Ridge Lake Boulevard, Memphis, TN  38120.   To book a room, call 901.684.6664 and ask the booking agent for the Bank Tech Summit (Group Code: BT1028) discounted rate which should be $132 per night. Or, simply click here and reserve online.

Evening Dining

Selected restaurants within three miles of the hotel: 

Amerigo's, Belmont Grill, Buckley's, Carrabba's Italian Grill, Chic-fil-A, Chipotle Mexican Grill, Corky's Bar-B-Q, Erling Jensen, Five Guys, Fleming's Prime Steakhouse, Folk's Folly, Fox & Hound, Frank Grisanti's,Genghis Grill, Half Shell, Houston's, Humdinger's, Interim, Logan's Roadhouse, Macaroni Grill, Muddy's Bake Shop, Napa Cafe, Olive Garden, Owen Brennan's, Panera Bread, PF Chang's China Bistro, Ruth's Chris, Sharky's Gulf Grill, Swanky's Taco Shop, Yogurt Mountain.

Hotel shuttle available for trips within three miles of the property

5 Easy Ways to Register

ONLINE      Click on the "REGISTER NOW" button below


FAX            (866) 488-4933

PHONE      (901) 488-3381

MAIL          Sawyers & Jacobs LLC

Attn: Matt Evans

1085 Halle Park Circle, Suite 101

Collierville, TN 38017

Early Registration (on or before October 10, 2012)                 Fees
First person.........................................................................................$400
Second person (from the same bank).......................................... $350
Third person (from the same bank)............................................... FREE

Registration (after October 10, 2012)
First person.........................................................................................$500
Second person (from the same bank)...........................................$450
Third person (from the same bank).................................................FREE

Registration (at the door)
First person..........................................................................................$600
Second person (from the same bank)............................................$550
Third person (from the same bank).................................................FREE

Please note this is an invitation-only event.  Sawyers & Jacobs LLC reserves the right to refuse admission to any person at any time.