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.


The Association of Military Banks of America’s Annual Fall Workshop is an invitation only event. If you have an invitation from us already please click on the “I have an invitation” button, if you would like an invitation please click on “I want an invitation”

Sunday, August 27, 2017 Download Full Agenda PDF Here

4:30 PM – 6:30 PM Workshop Registration – Cecchi Foyer
7:00 PM – 9:00 PM Welcome Networking Reception – Top of the Gate

Monday, August 28, 2017

7:00 AM – 4:00 PM Workshop Registration – Moretti Foyer
7:00 AM – 7:45 PM Continental Breakfast and Networking – Moretti Foyer
7:45 AM – 4:00 PM Workshop Program – Moretti ABCD
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 – 9:00 AM Financial Regulator Panel Discussion
  • Moderator – Mr. Chris Cole, Independent Community Bankers of America
  • Ms. Grovetta Gardineer, Senior Deputy Comptroller for Compliance Operations and Policy, Office of the Comptroller of the Currency
  • Ms. Doreen Eberley, Director, FDIC Division of Risk Management, Federal Deposit Insurance Corporation
  • Mr. Paul Kantwill, Assistant Director, Consumer Financial Protection Bureau, Office of Servicemember Affairs
9:00 AM – 9:15 AM Break and Networking – Moretti Foyer
9:15 AM – 10:15 AM AMBA Partner – Legislative Landscape Panel Discussion
  • Ms. Renee Rappaport, Vice President, Congressional Relations, Independent Community Bankers of America (Ret.)
  • Ms. Brooke Goldberg, Director, Military Family Policy/Spouse Programs, Military Officers Association of America
  • Ms. Joyce Wessel Raezer, Executive Director, National Military Family Association
10:15 AM – 10:30 AM Break and Networking location
10:30 AM – 11:30 AM How to Trick People into Saving Money: Outside the Box Financial Partnerships – Panel Discussion Ms. Nashila Somani-Ladha, Senior Innovation Manager, CommonWealth (invited) Walmart representative (invited)
11:30 AM – 1:00 PM AMBA Workshop Luncheon: Presentation of America Saves Designation of Excellence Presented by Ms. Allie Vered, Director, America Saves –  Moretti EF
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
  • Capital One representative (invited)
2:00 PM – 2:30 PM Break and Networking – Moretti Foyer
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 Session – Fischer Room
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 – Moretti Foyer
7:00 PM – 10:00 PM Banquet Dinner – Moretti CDEF

Tuesday, August 29, 2017

7:00 AM – 4:00 PM Workshop Registration – Moretti Foyer
7:00 AM – 7:45 AM Continental Breakfast – Moretti Foyer
8:00 AM – 5:00 PM Workshop Program Moretti ABCD
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
  • Mr. John Bird, SVP, Military Affairs, USAA
  • Mr. Andy Cohen, Office of the Deputy Assistant Secretary of Defense (Force Education & Training) (invited)
9:15 AM – 9:30 AM Break and Networking – Moretti Foyer
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. Jeff Cathey, SVP Military Bank Overseas/Military Affairs, Bank of America
10:15 PM – 11:00 AM Military Service Aid Societies
  • Ms. Cheri Nylen, Navy-Marine Corps Relief Society
  • Mr. Eldon Mullis, Army Emergency Relief
  • Ms. Linda Egentowich, Chief Operating Officer, Air Force Aid Society
11:00 AM – 11:15 AM Break and Networking – Moretti Foyer
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 – Moretti EF
1:30 PM – 1:45 PM Break and Networking – Moretti Foyer
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; Mr. Dean Hunstad, USN; Mr. James Sisson, USAF; 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 Networking – Moretti Foyer
4:00 PM – 4:45 PM Financial Technology Revolutionizing the Marketplace FiS (invited) Mr. Braden More, Executive Vice President, Head of Partnerships and Industry Relations, Wells Fargo Quicken Loan (invited)
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 –  Moretti Terrace

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 (these are the current rates and subject to change):

  • Valet Parking:
    • Event parking $25/day
    • $12 for 1 hour
    • $15 for 2-3 hours
    • $20 for 3-8 hours
    • Overnight Parking: $52/day
  • Public parking garage
    • $36 for 24-hours

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
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).

Monday, August 28 – “Women of Washington” 10am – 3pm

Guests will travel to Anna Weatherly Studio to view the hand painted Hungarian porcelain collection Lunch at Centrolina for authentic Italian cuisine Tour of The First Ladies exhibit at Smithsonian National Museum of American History

Cost: $184 (all inclusive price tour, lunch, tax and gratuity) Click here for more info and to register

Tuesday, August 29 – “A Day in Georgetown” 10am – 2pm or beyond

Shopping in Georgetown with a tour and lunch at DogTag Bakery

Cost: $35 (includes transportation and lunch at DogTag) Click here for more info and to register

Register for Companion Program