2016 AMBA Fall Workshop

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“The Future of Military Banking” August 28-31, 2016 • Salamander Resort & Spa, Middleburg, VA.

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.


Registration

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”

Workshop Resources

AMBA Workshop Resources   

Mr. Daniel P. Feehan, Deputy Assistant Secretary of Defense (Readiness), Office of the Secretary of Defense
Mr. Daniel P. Feehan, Deputy Assistant Secretary of Defense (Readiness), Office of the Secretary of Defense
Ms. Grovetta Gardineer, Senior Deputy Comptroller, Office of the Comptroller of the Currency
Ms. Doreen R. Eberley, Director, FDIC Division of Risk Management, Federal Deposit Insurance Corporation
Ms. Doreen R. Eberley, Director, FDIC Division of Risk Management, Federal Deposit Insurance Corporation
Ms. Hollister K. (Holly) Petraeus, Deputy Director, Consumer Financial Protection Bureau, Office of Servicemember Affairs
Ms. Hollister K. (Holly) Petraeus, Deputy Director, Consumer Financial Protection Bureau, Office of Servicemember Affairs
Hon. John H. Dalton, former Secretary of the Navy, President & CEO, Financial Services Roundtable
Hon. John H. Dalton, former Secretary of the Navy, President, Housing Policy Council of the Financial Services Roundtable
Mr. Cam Fine, President and CEO, Independent Community Bankers of America
Mr. Cam Fine, President and CEO, Independent Community Bankers of America
Dr. Lisa Servon, Professor of Urban Policy, Milano School of International Affairs, Management, and Urban Policy
Dr. Lisa Servon, Professor of Urban Policy, Milano School of International Affairs, Management, and Urban Policy
Ms. Bonnie Carroll, President and Founder, Tragedy Assistance Program for Survivors (TAPS)
Ms. Bonnie Carroll, President and Founder, Tragedy Assistance Program for Survivors (TAPS)

  Monday, August 29

A Walk through Middleburg – Cost: $15Picture1 Enjoy a walk through at Middleburg, with details about historic buildings, weather permitting. Enjoy stopping to look in the quaint shops along the way.

 9:30 AM – Depart Salamander

 12:00 PM – Lunch at Red Fox Inn (price not included in Companion Program)

 2:00 PM – Sample Flavored Olive Oils and Balsamic Vinegars in a private tasting at Olio

 3:00 PM – Return to Salamander


  Tuesday, August 30

A Day Out in the Countryside – Cost: $115Picture2 Enjoy private tours of the historic sites of Oatlands Plantation and Aldie Mill.  Enjoy a picnic lunch and wine tasting at Greenhill Winery.

 9:30 AM – Depart Salamander

 10:00 AM – Tour Oatlands

 11:30 AM – Depart Oatlands

 11:45 AM – Arrive at Aldie Mill for tour at 11:45 – 12:30

 12:30 AM – Depart Aldie Mill

 12:45 PM – Picnic Lunch at Greenhill Winery

 1:30 PM – Wine Tasting at Greenhill Winery

 2:45 PM – Return to Salamander


To register for the Companion Program, click here.

The 2016 AMBA Fall Workshop has been approved for 10 hours of Continuing Education Credits (CEUs) by the Association of Financial Counseling and Planning Education (AFCPE).  Please see Andia Dinesen at the conclusion of the AMBA Workshop for your certificate of completion.  Also, you can contact Andia prior to the Workshop with any questions at Andia.Dinesen@ambahq.org.

Sunday, August 28, 2016 Download Full Agenda PDF Here

4:30 PM – 6:30 PM Workshop Registration – Sundlun Library
7:00 PM – 9:00 PM Welcome Networking Reception – Culinary Garden

Monday, August 29, 2016

7:00 AM – 4:00 PM Workshop Registration – Middleburg Foyer
7:00 AM – 7:45 PM Continental Breakfast and Networking – Middleburg Foyer and Terrace
7:45 AM – 4:30 PM Workshop Program – Middleburg I – II
7:45 AM – 8:00 AM Opening Remarks: Terry Tuggle, Chairman, AMBA Steven J. Lepper, President & CEO, AMBA, Posting of Colors: Randolph-Macon Academy, National Anthem and Pledge of Allegiance, Invocation: John Mitchell, Director, AMBA
8:00 AM – 8:45 AM Mr. Daniel P. Feehan, Deputy Assistant Secretary of Defense (Readiness), Office of the Secretary of Defense “Military Family Readiness Update” 
8:45 AM – 9:30 AM Ms. Grovetta Gardineer, Senior Deputy Comptroller, Office of the Comptroller of the Currency, “OCC Update”
9:30 AM – 10:15 AM Ms. Doreen R. Eberley, Director, FDIC Division of Risk Management, Federal Deposit Insurance Corporation, “FDIC Update”
10:15 AM – 10:30 AM Break and Networking – Middleburg Foyer and Terrace
10:30 AM – 11:30 AM “Military Lending Act Panel Discussion” Ms. Nessa E. Feddis, SVP & Deputy Chief Counsel for Consumer Protection and Payments, American Bankers Association (invited) Mr. Todd M. Hill, Director of Government Affairs, Housing Policy Council of the Financial Services Roundtable Mr. Benjamin K. Olson, Partner, BuckleySandler LLP
11:30 AM – 1:00 PM AMBA Workshop Luncheon, Hon. John H. Dalton, former Secretary of the Navy, President, Housing Policy Council of the Financial Services Roundtable – Middleburg III
1:00 PM – 1:45 PM Ms. Hollister K. (Holly) Petraeus, Deputy Director, Consumer Financial Protection Bureau, Office of Servicemember Affairs “CFPB-OSA Update”
1:45 PM – 2:45 PM Dr. Lisa Servon, Professor of Urban Policy, Milano School of International Affairs, Management, and Urban Policy, “Tales from the Teller Window” 
2:45 PM – 3:00 PM Break and Networking – Middleburg Foyer and Terrace
3:00 PM – 3:45 PM Mr. Cam Fine, President and CEO, Independent Community Bankers of America, “ICBA Update”
3:45 PM – 4:15 PM Dr. Gary Mottola, FINRA Investor Education Foundation, “2015 Financial Capability Study – Military Findings (preliminary results)”
4:15 PM – 4:30 PM Day One Wrap-Up, Steven J. Lepper, President/CEO, AMBA
4:30 PM – 5:30 PM Bank Liaison Officers Breakout (Training) Session – Hamilton Room
4:45 PM – 5:30 PM AMBA General Membership Meeting (AMBA Regular Corporate Members)
6:30 PM – 7:00 PM Networking Reception – Middleburg Foyer and Terrace
7:00 PM – 10:00 PM Banquet Dinner – Middleburg Ballroom

Tuesday, August 30, 2016

7:00 AM – 4:00 PM Workshop Registration – Middleburg Foyer
7:00 AM – 8:00 AM Continental Breakfast – – Middleburg Foyer and Terrace
8:00 AM – 4:30 PM Workshop Program – – Middleburg I – II
7:45 AM – 8:00 AM Welcome Remarks, Day Two, Steven J. Lepper, President/CEO, AMBA
8:00 AM – 9:00 AM “Financial Readiness and the Military Family Panel Discussion” Ms. Joyce Wessel Raezer, Executive Director, National Military Family Association Ms. Brooke Goldberg, Deputy Director, Government Relations (Military Family Issues), Military Officers Association of America (MOAA) Mr. Bud Schneeweis, Military & Veteran Program Director, FINRA Investor Education Foundation Mr. Wayne Boswell, Financial Readiness Chief, Office of the Secretary of Defense, Personnel and Readiness
9:00 AM – 10:00 AM

“Alternative Financial Products and Services Panel Discussion” Dr. Arelene Siller-Jackson, Chief Program Officer, Lending and Learning, LiftFund Mr. Mark L. Rockefeller, CEO/Co-founder Street Shares Mr. Peter Dugas, Managing Director of Government Affairs, FiS CMSgt Michael Rowland, USAF (Ret.), Vice President Market Manager-Military Liaison, Broadway Bank

10:00 AM – 10:30 AM Break and Networking – Middleburg Foyer and Terrace
10:30 PM – 11:15 AM Mr. Robert Nichols, President and CEO, American Bankers Association, “Washington Update”
11:15 AM – 12:15 PM Ms. Bonnie Carroll, President and Founder, Tragedy Assistance Program for Survivors (TAPS) “Why We Serve”
12:15 PM – 1:45 PM AMBA Workshop Luncheon: Military Departments’ 2015 Distinguished Bank Service Awards Presentation – Middleburg III
1:45 PM – 2:45 PM “DoD Military Banking Program Update” Mr. Bill E. Hawbecker, Director, DoD Banking and Credit Union Office, Defense Finance and Accounting Service Military Services Banking Panel:CPT Christopher Anderson, USA; Ms. Elise Newton, USN; COL James L. Sisson, USAF (Ret.); and Mr. David Fuqua, USMC
2:45 PM – 3:15 PM Mr. James Lander, Director, Military Saves, “Military Saves Campaign and Updates” 
3:15 PM – 4:00 PM Mr. John Broda, President and CEO, Armed Forces Financial Network and Ms. Meghan Ogilvie, CEO Dog Tag Bakery, “The AFFN Military Community Support Program – A Unique Giving Campaign”
4:00 PM – 4:15 PM Break and Networking – Middleburg Foyer and Terrace
4:15 PM – 4:45 PM Mr. Justin Link, Special Agent, Computer Crime Investigative Unit, U.S Army CID and Mr. David Cunningham, U.S. Postal Inspector, “Bank Theft, ID Theft, the Post Office and the Military”
4:45 PM – 5:00 PM AMBA Workshop Action Items/Closing Remarks: James Cerrone, Chairman, AMBA Steven J. Lepper, President & CEO, AMBA
6:30 PM – 8:30 PM Farewell Networking Reception – – Middleburg Foyer and Terrace

Salamander Resort & Spa, 500 North Pendleton Street, Middleburg, VA 20117

Set on 340 acres in the foothills of the Blue Ridge Mountains amid Virginia’s famed horse country and lush vineyards, and just 35 minutes from Washington Dulles International Airport.

Dulles International Airport is 23 miles (and approximately 35 minutes without traffic) from Salamander Resort. Although there a few route options from Dulles to the resort, we consider the driving directions found on MapQuest at the following link to offer the easiest and best route. https://www.mapquest.com/directions/list/1/us/virginia/iad-washington-dulles-international-airport-14710220/to/us/virginia/business-middleburg/salamander-resort-spa-288184072. We do recommend that you use GSP and if you have a “navigator” along with you, all the better!

Salamander Resort & Spa features 168 luxurious rooms and suites, a luxury spa, full-service equestrian center, Virginia Piedmont-inspired dining, a dedicated cooking studio, wine bar, billiards room and a unique array of conference and banquet facilities.

The Salamander Resort Spa & Wellness Center is very popular.  If you are interested in Spa services please consider making advance reservations – click here for more information.

More information on location and directions – click here

As of July 19, 2016 the online hotel reservations have been closed.  We may still be able to accommodate your need for hotel reservations on a rate and space available basis.  Please contact us directly at Andia.Dinesen@ambahq.org for more information, please let us know when contacting us if you will require a government rate and what night(s) you will need accommodations.

Rates: A special group rate of $250+/night (US) and will be offered to AMBA Workshop participants for single and double occupancy. All rooms will be subject to a 13% sales and room tax. The group rate includes access to the Health Club and all exercise classes, access to the pools, local and access telephone calls as well as daily coffee service, complimentary in guest room internet access, bottled water in the guest rooms and service charges.  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 of $97+/night to participants traveling on the Federal Government Per Diem.

Reservation Guarantee and Cancellation Policy: One night’s room charge & tax is taken as a deposit at the time of booking, for non-government rate travelers. Deposits are refundable if the reservation is cancelled by 6:00 PM Eastern Standard Time on the scheduled day of arrival and a cancellation number is obtained. Reservations cancelled after 6:00 PM on the scheduled day of arrival will result in a forfeit of one-night deposit of room and tax.