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Rebuilding Confidence:
Helping Consumers and Businesses Recover

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When:
September 27, 2001 at 2:30 Eastern Standard Time for 1 hour

Panelist:


A panel of financial services leaders and strategist' including:
John Barlow - President, Barlow and Associates
Mary Beth Sullivan - Senior Managing Director, Furash & Company
Sandy Kemper - Chief Executive Officer, eScout
Steve SaLoutus - Senior Vice President, US Bank

Session Description:


The financial services community holds the keys to our country's financial recovery from the terrible tragedy of September 11th. Our panelist' will address key retail banking issues that we all have to face. "How do we advertise financial products without being insensitive?", "What can we do to help motivate customers to resume investing in their small businesses?", "What can we do at the local level to rebuild consumer confidence?" The panel will also take questions from the audience and audience commentary is welcome.

Attendance Fee:


There will be no charge for this conference.

Onsite Conference is waiving our usual conference fee of $325 per institution as a public service to the financial services community. The conference panelist' have also volunteered to provide their time and strategic insight at no charge.

About John Barlow


John Barlow is the President of Barlow Research Associates, Inc., a market research and consulting firm which deals exclusively with the financial services industry. The companies clients include more than half of the twenty largest banks in the Unites States including JP Morgan Chase, FleetBoston, Key Bank, U.S. Bank, PNC, Wachovia, First Union and others.

Since 1980 Barlow Research Associates has conducted extensive research in the banking and financial services industry, using techniques John has personally developed, such as Optimal Product Configuration, the Customer Relationship AuditTM and the Customer Rebate Questionnaire.

Prior to starting Barlow Research Associates in 1980, John spent four years working for Norwest Bank Minneapolis, where he was responsible for the Commercial, Trust and International Marketing activities. Prior to this, John spent four years as a commercial lender in Grain & Milling and the Financial Institution Divisions of the bankšs Corporate Banking Department, managing accounts such as IDS, Bankeršs Life, Dain Bosworth and the Minnesota Twins.

John holds a BBA from the University of Iowa and is a graduate of the American Bankers Association School of Commercial Lending. He is a frequent speaker at bank meetings and the past President of the Minnesota Chapter of the Bank Marketing Association. John recently wrote a chapter on the topic of Service Quality in the Cash Management Handbook published by Warren, Gorham & Lamont.

John is Chairman of Board and Chief Executive Officer of the Iowa Falls State Bank, a family owned community bank in Northern Iowa. John lives with his wife and two children on Lake Minnetonka near Minneapolis. He is an avid E-scow sailor.

About Mary Beth Sullivan


Mary Beth Sullivan is a Senior Managing Director with Furash & Company, a management consulting firm specializing in the financial services industry. Ms. Sullivan specializes in the design and implementation of business strategies and marketing programs. She has extensive experience in strategic planning, retail distribution system analysis and design, product development, small business planning, market segmentation, the design of sales programs, customer profitability systems, and customer acquisition and retention programs, and financial planning.

Prior to joining Furash & Company, Ms. Sullivan was Vice President and Marketing Manager, Customer Markets Management Group, with Chemical Banking Corporation n New York where she was responsible for evaluating consumer and small business customer profitability, target market segment identification and needs assessment, developing origination, retention, and market penetration programs, and assisting in the design of new products. Additionally, as Vice President and Project Office Director, Consumer Banking Merger Transition Team, also at Chemical, Ms. Sullivan managed over 30 task forces to outline objectives, identify integration issues, and develop task-level project plans to implement the merger of the Chemical and Manufacturer’s Hanover 430-branch retail banking businesses, and got all requirements completed in line with corporate strategic objectives.

Ms. Sullivan also held the positions of Assistant Controller and Manager of Financial Planning for the Consumer Banking Group, and Assistant Vice President and Manager of Capital Planning for the New York Consumer Banking Division.

Ms. Sullivan received her B.S. degree, magna cum laude, from Virginia Polytechnic Institute and State University and her M.B.A. from the Fuqua School of Business at Duke University where she was recognized as a Fuqua Scholar. She is a frequent speaker on retail delivery and small business strategies for organizations such as the Bank Administration Institute and the Bank Marketing Association, and has authored a number of articles on consumer financial services. Ms. Sullivan has also served on the faculty of the Stonier Graduate School of Banking.


About Sandy Kemper


Sandy Kemper is the Chief Executive Officer of eScout. Prior to founding eScout, Kemper spent more than 10 years at UMB Bank where he most recently served as chairman and CEO as well as president and CEO, of UMB Financial Corporation, an $8 billion bank holding company.

He serves on the following Corporate Boards: Pioneer Service Company, Kemper Realty Company, Stagecoach Incorporated, UMB Financial Corporation, UMB Bank of Kansas City, UMB Bank of Colorado, UMB Bank of Omaha.

Kemper is a graduate of Northwestern University in Chicago where he earned his Bachelor of Arts degree in American history.

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