2017 AMBA Fall Workshop

August 27-30, 2017 • The Watergate Hotel, Washington D.C.

For over fifty-five years, AMBA has been the exclusive military banking trade association servicing the banking community and our Nation’s armed forces.

AMBA conducts an annual workshop to provide an opportunity for its members, government officials overseeing military banking, federal regulators, banking trade organizations, and other stakeholders to exchange ideas and discuss the latest banking issues affecting the service members and their families.

Sunday, August 27, 2017 Download Full Agenda PDF Here

4:30 PM – 6:30 PM Workshop Registrationlocation TBD
7:00 PM – 9:00 PM Welcome Networking Receptionlocation TBD

Monday, August 28, 2017

7:00 AM – 4:00 PM Workshop Registrationlocation TBD
7:00 AM – 7:45 PM Continental Breakfast and Networkinglocation TBD
7:45 AM – 4:00 PM Workshop Programlocation TBD
7:45 AM – 8:00 AM
  • Opening Remarks: James Cerrone, Chairman, AMBA & Steven J. Lepper, President & CEO, AMBA
  • Posting of Colors: Randolph-Macon Academy Color Guard, National Anthem and Pledge of Allegiance
  • Invocation: John Mitchell, Director, AMBA
8:00 AM – 9:15 AM Financial Regulator Panel Discussion
  • Moderator – Mr. Chris Cole, Independent Community Bankers of America (invited)
  • Ms. Grovetta Gardineer, Senior Deputy Comptroller for Compliance Operations and Policy, Office of the Comptroller of the Currency (invited)
  • Ms. Doreen Eberley, Director, FDIC Division of Risk Management, Federal Deposit Insurance Corporation (invited)
  • Col Paul Kantwill, USAF (ret.), Assistant Director, Consumer Financial Protection Bureau, Office of Servicemember Affairs (invited)
9:15 AM – 9:30 AM Break and Networking – location TBD
9:30 AM – 10:45 AM AMBA Partner – Legislative Landscape Panel Discussion
  • Mr. James Ballentine, American Bankers Association (invited)
  • Independent Community Bankers of America (invited)
  • Ms. Brooke Goldberg, Director, Military Family Policy/Spouse Programs, Military Officers Association of America
  • Ms. Joyce Wessel Raezer, Executive Director, National Military Family Association
10:45 AM – 11:00 AM Break and Networking location
11:00 AM – 12:45 PM AMBA Workshop Luncheon, Speaker – TBD
12:45 PM – 1:00 PM Break and Networking location TBD
1:00 PM – 2:00 PM Military Lending Act Panel Discussion
  • Ms. Nessa Feddis, SVP & Deputy Chief Counsel for Consumer Protection and Payments, American Bankers Association
  • Mr. Ben Olson, Partner, BucklerSandler LLP
  • Mr. Andy Cohen, Office of the Deputy Assistant Secretary of Defense (Force Education & Training) (invited)
2:00 PM – 2:30 PM Break and Networking location TBD
2:30 PM – 3:30 PM Military Banking and Ethics Mr. Kip Morse, CEO, Better Business Bureau Serving Central Ohio
3:30 PM – 4:00 PM Day One Wrap-Up, Steven J. Lepper, President/CEO, AMBA
4:00 PM – 5:00 PM Bank Liaison Officer Training Breakout Sessionlocation
4:00 PM – 5:00 PM AMBA General Membership Meeting (AMBA Regular Corporate Members)
5:00 PM – 6:30 PM Break
6:30 PM – 7:00 PM Networking Reception – location TBD
7:00 PM – 10:00 PM Banquet Dinner – location TBD

Tuesday, August 29, 2017

7:00 AM – 4:00 PM Workshop Registrationlocation TBD
7:00 AM – 7:45 AM Continental Breakfastlocation TBD
8:00 AM – 5:00 PM Workshop Program location TBD
7:45 AM – 8:00 AM General Session Welcome Remarks, Day Two, Steven J. Lepper, President/CEO, AMBA
8:00 AM – 9:15 AM Military Financial Trends
  • Mr. Bud Schneeweis, Military Financial Readiness, FINRA Investor Education Foundation
  • Mr. Brendon Dibella, VP Development & Strategy, StreetShares
9:15 AM – 9:30 AM Break and Networking – location
9:30 AM – 10:15 AM Military Bank Panel
  • Mr. Jerry Quinn, Military & Veteran Programs Manager, Wells Fargo Bank
  • Mr. Mike Rowland, VP, Chief Military Liaison Officer, Broadway Bank
  • Mr. Paul Vincent, SVP, Head of Operations & Direct Channels, USAA Federal Savings Bank (invited)
10:15 PM – 11:00 AM Military Service Aid Societies
  • Ms. Cheri Nylen, Navy-Marine Corps Relief Society
  • COL Eldon Mullis, USA (Ret.), Army Emergency Relief
  • Col Linda Egentowich, USAF (Ret.), Chief Operating Officer, Air Force Aid Society
11:00 AM – 11:15 AM Break and Networking – location
11:15 AM – 12:00 PM “Why We Serve” Mr. Steve Beres, Vice President, Service Members and Veterans Affairs Manager, Regions Financial Corporation
12:00 PM – 1:30 PM AMBA Workshop Luncheon: Military Departments’ 2016 Distinguished Bank Service Awards Presentation location TBD
1:30 PM – 1:45 PM Break and Networkinglocation TBD
1:45 PM – 2:45 PM DoD Military Banking Program Panel Discussion
  • Mr. Bill Hawbecker, Director, DoD Banking and Credit Union Office, Defense Finance and Accounting Service (DFAS)
  • Military Services Banking Panel
  • CPT Christopher Anderson, USA; Ms. Elise Newton, USN; COL James Sisson, USAF (Ret.); and Mr. David Fuqua, USMC
2:45 PM – 3:15 PM Ms. Rebecca Wiggins, Executive Director, Association for Financial Counseling & Planning Education (AFCPE)
3:15 PM – 3:45 PM Mr. John Broda, President and CEO, Armed Forces Financial Network
3:45 PM – 4:00 PM Break and Networkinglocation TBD
4:00 PM – 4:45 PM Panel Discussion
4:45 PM – 5:00 PM AMBA Workshop Action Items/Closing Remarks: Jim Cerrone, Chairman, AMBA & Steven Lepper President/CEO, AMBA
5:00 PM – 6:30 PM Break
6:30 PM – 8:30 PM Farewell Networking Reception – location TBD
Keynote Speakers.

We are now accepting hotel reservations for your upcoming event. Through this website, you can book, modify or cancel your hotel reservations at any time and receive updated information about the event. We look forward to seeing you! A special group rate of $235+/night (US) will be offered to AMBA Workshop participants. The room rate is exclusive of applicable state and local taxes (currently 14.5%).

Included in the group rate is complimentary WIFI and access to the fitness facility.

The Hotel cannot guarantee bed-type or sleeping room location but will certainly do its best to accommodate all requests. Please make your requests at the time of reservation.

For government travelers: Rooms will be offered at the Federal Government Per Diem rate to participants traveling on the Federal Government Per Diem. To obtain this rate, please make your hotel reservation with the Watergate Hotel at the workshop rate of $235+/night and then contact Centennial Conference via email (amba@centennialconferences.com) with your confirmation number to obtain the government rate. You will receive notification from Centennial Conferences when your room reservation with a rate of $235+/night has been converted to the government rate of $172+/night. As always, your US government ID must be presented upon check-in in order to receive this rate.

For reservations, you can either book online at https://www.phgsecure.com/IBE/bookingRedirect.ashx?propertyCode=WASWH&group=170824AMBA&arrivalDate=2017-08-24&departureDate=2017-08-30 or by calling the reservations office at 844-617-1972 and reference AMBA to receive the group rate.

To obtain the workshop rate and the government per diem rate, you need to make your reservation on or before Monday, July 17, 2017.

Reservation Guarantee and Cancellation Policy: Any reserved room cancelled less than 7 days prior to arrival will be charged one night room and tax.

Check-In/Check-Out: Check-in time is 3:00 PM and check-out time is 12:00 PM (noon). Early check-in and late check-out will be accommodated based on availability. For late check-outs, please inquire at the front desk on the day of departure.

Hotel Parking Fees:

  • Valet Parking: $25/day
  • Overnight Parking: $52/day

The Watergate Hotel

2650 Virginia Ave NW Washington D.C. 20037 Phone: 202-827-1600 Website: www.thewatergatehotel.com

The Watergate Hotel is about 5 miles (approximately 15 minutes) from Ronald Reagan Washington National Airport (DCA), 26 miles (approximately 35 minutes) from Washington Dulles International Airport (IAD) and 27 miles (approximately 70 minutes) from Baltimore Washington International Airport (BWI).

Taxi Service: The estimated taxi costs are: from DCA: $30-$40, from IAD: $90-$110, from BWI: $100-$130 for one-way transfers.

The Watergate Hotel Concierge would gladly assist you with making transportation arrangements if needed by calling 844-617-1972. The rates below can be obtained by booking the reservation through the concierge.

SEDAN (3 pax)
Hourly (3 hours min.) $85.00
Transfer- DCA $85.00
Transfer- IAD $170.00
Transfer-BWI $180.00
MERCEDES S-Class(3 pax)
Hourly (4 hours min.) $115.00
Transfer- DCA $170.00
Transfer- IAD $230.00
Transfer-BWI $300.00
8 PAX LIMO No Transfers
Hourly (4 hours min.) $130.00
Transfers upon request, prices vary
SUV 6 PAX
Hourly (4 hours min.) $100.00
Transfer- DCA $145.00
Transfer- IAD $195.00
Transfer-BWI $240.00
Taking the Metro From Foggy Bottom Metro Station (Blue, Silver, and Orange lines) 0.4 miles, 5-minute walk
  • Take the escalator to the street level, make a right turn to exit the George Washington University campus
  • Take I Street to New Hampshire Avenue
  • Turn left on to New Hampshire Avenue
  • Cross the street at Virginia Avenue and the hotel is on the right
The 2017 AMBA Fall Workshop is working to gain approval for Continuing Education Credits (CEUs) by the Association of Financial Counseling and Planning Education (AFCPE).

Register for Companion Program Monday, August 28

Monday Event & cost – coming soon Timeline

Tuesday, August 29

Tuesday Event & cost – coming soon Timeline

Register for Companion Program