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Telephone Briefing Proposal Instructions
Selections
All proposals will be reviewed
by a volunteer advisory board
of bankers.
Important
Please be sure to include
your contact information at
the bottom of the Telephone
Briefing Proposal Form.
How to submit
a successful topic
 Focus on session
take-home value by
incorporating practical
how-to ideas.
How to Submit a Proposal
Step 1: Qualify
Selection is based on proposed speaker's qualifications and level of expertise on
proposed subject matter. Selected speakers must hold senior level titles and
possess appropriate technical expertise. Preference is given to ABA Service
Members. Proposals that include a banker as a co-presenter or panelist will
also receive preference. We want to encourage bankers talking to bankers about
what works and what doesn't work.
ABA is dedicated to presenting valuable educations sessions. Therefore please
keep in mind that our telephone briefings are not forums to sell products and
services. Presentations must be issue oriented and cannot highlight an individual
vendor or product.
 Session content should
move past "the basics."
Attendees are looking for
the latest thinking.
Step 2: Complete the Telephone Briefing Proposal Form
 Include banker presenters.
Step 3: If your proposal is selected
Submit via e-mail to [email protected]
 Use case studies and
real-life examples.
 Provide handouts.
Submit your proposal
Ebony Johnson
Manager, Service Membership
[email protected]
(202) 663-5227

The ABA Programs Group will contact you directly. No
phone calls please. Decisions will be made and notifications
will be e-mailed.

You will be promoted in the ABA marketing for the specific
Telephone Briefing.

You will be required to provide a presentation outline,
PowerPoint presentation and session handouts for
distribution to telephone briefing attendees.
Substitution Policy: Speaker substitutions are subject to ABA
approval. In the event a proposed and confirmed speaker cannot fulfill
his/her commitment, the presenting company will not be guaranteed a
speaking slot for an alternative representative.
About ABA Telephone Briefings
ABA’s popular telephone briefings are designed to address specific topics within the banking industry. Each
briefing is usually two hours long and presented by a panel of experts, with audience members having the
opportunity to ask questions. A growing number of briefings are simultaneously webcast on the Internet.
© 2013 American Bankers Association, Washington, D.C.
Telephone Briefing Proposal Form
Proposed Title:
Brief Description Explain the topic and why it is important. (One paragraph maximum.) Please attach a detailed program outline.
Session Learning Objectives List three tangible benefits. At the end of my session, participants will take home:
1.
2.
3.
Audience Focus:
Community Bank (under $500M assets)
My company is an ABA Service Member:
Yes
Regional Bank
All audiences
No
Presenter(s): Please provide all information as you would like it to appear in promotional materials. Preference will be given to
sessions that include a banker presenter.
Name:
Affiliation:
Address:
City/State/Zip:
E-mail:
Title:
Name:
Affiliation:
Address:
City/State/Zip:
E-mail:
Title:
Name:
Affiliation:
Address:
City/State/Zip:
E-mail:
Title:
Phone:
Phone:
Phone:
Fax:
Fax:
Fax:
Recent Speaking Engagements: Please list a speaking reference.
Event:
Reference Name:
Affiliation:
Phone:
Contact Information for Proposal: (Contact for questions about the proposal and to confirm participation.)
Contact Person:
Affiliation:
E-mail:
Phone:
© 2013 American Bankers Association, Washington, D.C.