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34th Annual Financial Services and Banking Seminar
March 18, 2004

Speakers / Co-sponsors

Speakers


Alan S. Blinder, PhD

Former Vice Chairman, Federal Reserve Bank

The Uniqueness of Banks: Is it fading? Does it matter?




Debra Bonosconi

Senior Manager and Anti-Money Laundering Practice Leader
KPMG’s National Regulatory Advisory Services Group


Anti-Money Laundering Compliance: What Everyone Should Know


Clyde Ostler

Group Executive Vice President—Private Client Services, Wells Fargo & Company

The Art of Cross-Selling



David Diesslin

Chairman, Certified Financial Planner Board of Standards
CEO, Diesslin & Associates, Inc.


Client Empowerment and Business Enhancement through the CFP Mark



Raymond Dardano
President, UBS Paine Webber Bank

Group Session
Introductory Remarks


Cheri Landgren
CFO/COO, GMAC Commercial Mortgage

Group Session
Introductory Remarks


Philip Ware

President, Celtic Bank

Group Session
Introductory Remarks


Howard Headlee
, Facilitator
President, Utah Bankers Association

Panel Discussion: Commerce and Banking: All Eyes on Utah


Jim Anderson

President, Bank of Utah

Panel Discussion: Commerce and Banking: All Eyes on Utah


George Hofmann

Executive Vice President, Zions Bank

Panel Discussion: Commerce and Banking: All Eyes on Utah


Craig Hudson

Western Regional Director, ICBA

Panel Discussion: Commerce and Banking: All Eyes on Utah


Preston Jackson
President, Merrill Lynch Bank USA

Panel Discussion: Commerce and Banking: All Eyes on Utah


Ed Leary

Commissioner of Financial Institutions, State of Utah

Panel Discussion: Commerce and Banking: All Eyes on Utah


Sheldon Woods

President, The Pitney Bowes Bank

Panel Discussion: Commerce and Banking: All Eyes on Utah

 

Co-sponsors

Utah Bankers Association (UBA)
Howard M. Headlee, President
185 South State, Suite 201
Salt Lake City, Utah 84111
Phone: (801) 364-4303
Fax: (801) 364-4495
Web site: www.uba.org


The Risk Management Association (RMA)
Lynn C. Goodale
President, Mountain States Chapter

Phone: (801) 481-5046
Email: [email protected]
Web site: www.rmahq.org


The Financial Planning Association
Chris Jeppson CFP®, President, Utah Chapter
Jim Zeberlein CFP®
President Elect, Utah Chapter
Phone: (801) 290-4721
Email: [email protected]
Web site: www.fpanet.org/chapters/
saltlake/index.cfm

The National Association of Personal Financial Advisors
Nancy Hradsky, Membership Coordinator
3250 North Arlington Heights Rd #109
Arlington Heights, Ill 60004
Phone: 800-366-2732
Email: [email protected]
Web site: www.napfa.org


College of Business
Utah State University
Caryn Beck-Dudley, Dean
3500 Old Main Hill
Logan, UT 84322
Phone: (435) 797-8328
Web site: www.usu.edu/cob/

 

 

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