Seminar Series

Financial Services &

Customer Service
& Marketing
Women In Business
Human Resources



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

Speakers / Co-sponsors

Keynote Speakers
Roger B. Porter
IBM Professor of Business and Government, Harvard University

The U.S. Economy in the New Millennium

Roger B. Porter is IBM Professor of Business and Government and the Master of Dunster House at Harvard University. He is also a Senior Scholar at the Woodrow Wilson International Center for Scholars. His teaching and research focus on the relationship between business and government, strategic management, and domestic and international economic policy. Mr. Porter has served for more than a decade in senior economic policy positions in the Ford, Reagan, and Bush White Houses.

This session will examine the contours of the U.S. economy and its prospects in an increasingly global marketplace. The following questions will be addressed: What are our strengths? What are our challenges? How are we likely to respond to those challenges? What is most needed to insure we travel a path toward prosperity?

Mark Shurtleff
Utah Attorney General

The True Story of a Real fake - The Scourge of Identity Theft

Mark Shurtleff was elected as the Utah Attorney General in November 2000. Since taking office, the number of meth labs have been decreased by two-thirds and he has talked to thousands of students and parents about the dangers of drugs. He has also toured the state to warn about the predators on the Internet. Shurtleff set up Utah's AMBER Alert, helped pass the state’s Do Not Call Bill and stopped the federal government from legally taking control of millions of acres of public lands in Utah. Previously, Shurtleff served as a Salt Lake County Commissioner and prosecuted cases as an Officer and Attorney in the U.S. Navy Judge Advocate General (JAG) Corps.

You will learn how to protect yourselves and your customers from identify theft, the
fastest growing crime in the world.

James L. Sanford
Corporate Vice President and Treasurer, Northrop Grumman Corporation

Capital Structure Assessment

James L. Sanford is Corporate Vice President and Treasurer for Northrop Grumman, responsible for cash management, risk management, capital markets, pension and savings investments and trust management. He is also responsible for execution of the company's mergers and acquisitions endeavors.

The session is intended to familiarize participants with the key elements of a company's capital structure assessment. Participants will gain an appreciation and understanding of the key tradeoffs which must be evaluated in capital structure decisions.

Gary L. Crittenden
Executive Vice President and Chief Financial Officer, American Express Company

Creating a flexible organization

American Express’ recent history has been characterized by an increasing ability to respond quickly to changes or opportunities in the market place resulting in benchmark-beating performance in total shareholder return. Mr. Crittenden will discuss how the use of flexibility planning, a liquidity strategy and investment optimization allows American Express to quickly capitalize on growth opportunities, or pull back on spending, as changes in the business environment occur.

Edward Leary
Commissioner, Utah Department of Financial Institutions

Commerce and Banking – What’s going on in Utah

Ed has been with the Utah Department of Financial Institutions for almost three decades. He joined the department as an examiner and rose through the ranks, holding positions as industry supervisor, and chief examiner before his appointment as Commissioner.

Commissioner Leary will discuss the recent developments and current status of Financial Institutions in Utah. He will address the national and congressional attention, as well as the concern surrounding Industrial Loan Banks and the effects of regulations on Financial Institutions in Utah.

Kelly K. Matthews
Executive Vice President and Economist, Wells Fargo Bank, N.A.

Utah's Economy: Current and Future Perspectives

Dr. Matthews currently serves as Executive Vice President and Economist at Wells Fargo Bank, N.A. He earned his B.A. and M.S. degrees from Brigham Young University, and then earned a PhD. in economics at the University of Colorado. Kelly is the President of the Utah Council on Economic Education, an Adjunct Professor of Finance at the University of Utah, Chairman of the Salt Lake Convention & Visitors Bureau, member of the Utah Bankers Association Governmental Relations Committee, member of the Intermountain Health Care’s Home Care Board of Directors, and a member of the Financial Services Roundtable Governmental Affairs Committee (Washington, DC). Dr. Matthews will discuss current interest rates as well as give a forecast of interest rates in the near future. He will discuss the impact that interest rates will have on the economy and how the banking industry can respond and generate revenue.


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