2014 Speaking Engagements

 

THE ROLE OF THE BANK DIRECTOR TO ENHANCE SHAREHOLDER VALUE / THE COMMUNITY BANK SURVIVAL GUIDE: HOW TO SURVIVE AND THRIVE IN A CHANGING ENVIRONMENT

Date: January 13, 2014

Community Bankers of Michigan Bank Directors’ College
Bath, MI
February 13, 2014
Philip K. Smith, Speaker

IS YOUR STRATEGIC PLANNING A WASTE OF TIME

Date: January 16, 2014

Community Bankers Association of Illinois Directors’ College
Springfield, IL.
January 16, 2014

THE REQUIREMENTS OF REGULATION O

Date: January 28, 2014

Webinar
Independent Community Bankers of America
January 28, 2014
Cliston V. “Doc” Bodine, III, Speaker

DIRECTOR PEER GROUP ON RISK MANAGEMENT

Date: February 17, 2014

ABA/National Conference for Community Bankers 2014 Convention
J W Marriott Desert Ridge, Phoenix, AZ
February 17, 2014
Jeffrey C. Gerrish, Speaker

IT’S TIME FOR SUBCHAPTER S

Date: February 26, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
February 26, 2014
Philip K. Smith, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE KEY STRATEGIES FOR EACH SCENARIO

Date: March 3, 2014

ICBA 2014 National Convention
Hilton Hawaiian Village, Honolulu, HI
March 3, 2014
Philip K. Smith, Speaker

THE COMMUNITY BANK’S SUCCESS GUIDE: HOW TO BE SUCCESSFUL IN THE FUTURE

Date: March 4, 2014

ICBA 2014 National Convention
Hilton Hawaiian Village, Honolulu, HI
March 4, 2014
Jeffrey C. Gerrish, Speaker

TOUGH QUESTIONS, REAL ANSWERS AND FREE ADVICE

Date: March 5, 2014

ICBA 2014 National Convention
Hilton Hawaiian Village, Honolulu, HI
March 5, 2014
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

Date: March 19, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
March 19, 2014
Philip K. Smith, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION

Date: March 19, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
March 19, 2014
Philip K. Smith, Speaker

SUBCHAPTER S CONVERSION IN COMMUNITY BANKS: ISSUES AND ANSWERS

Date: March 20, 2014

Financial Education & Development, Inc.
March 20, 2014
Jeffrey C. Gerrish, Speaker

ENHANCING SHAREHOLDER VALUE THROUGH CORPORATE TRANSACTIONS

Start date: March 25, 2014

End date: March 27, 2014

Graduate School of Banking at Wisconsin
March 25 & 27, 2014
Greyson E. Tuck, Presenter

FORMING AND MAXIMIZING THE BENEFITS OF THE BANK HOLDING COMPANY

Date: April 15, 2014

Webinar
Western Independent Bankers
April 15, 2014
Philip K. Smith, Speaker

THE ROLE OF DIRECTORS IN COMPLIANCE

Date: April 22, 2014

Webinar
Independent Community Bankers of America
April 22, 2014
Cliston V. “Doc” Bodine, III, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE KEY STRATEGIES FOR EACH SCENARIO

Date: April 29, 2014

Indiana Bankers Association Mega Conference
Indianapolis, IN
April 29, 2014
Philip K. Smith, Speaker

DIRECTORS’ COLLEGE

Date: May 7, 2014

Community Bankers of West Virginia
Charleston Marriott Town Center, Charleston, WV
May 7, 2014
Philip K. Smith, Speaker

DIRECTORS SERIES: 10 COMMANDMENTS FOR DEALING WITH REGULATORS

Date: May 13, 2014

Financial Education & Development, Inc.
May 13, 2014
Jeffrey C. Gerrish, Speaker

6TH ANNUAL BANK DIRECTORS’ AND EXECUTIVE MANAGEMENT CONFERENCE

Date: May 13, 2014

Community Bankers Association of Georgia
Cobb Performing Arts Center, Atlanta, GA
May 13, 2014
Philip K. Smith, Speaker

THE SOUTHEASTERN BANK CHAIRMAN’S SUMMIT

Date: May 14, 2014

Community Bankers Association of Georgia
Georgian Club, Atlanta, GA
May 14, 2014
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

EFFECTIVE BOARD LEADERSHIP

Date: May 15, 2014

Pennsylvania Association of Community Bankers
May 15, 2014
Greyson E. Tuck, Presenter

UNDERSTANDING LEADERHSIP SUCCESSION PLANNING COMMUNITY BANK LEADERSHIP ACADEMY

Start date: May 15, 2014

End date: May 15, 2015

Community Bankers Association of Georgia
Idle Hour Country Club, Macon, GA
May 15, 2014
Jeffrey C. Gerrish, Speaker

BUSINESS OF BANKING

Date: May 18, 2014

Barret School of Banking
May 18, 2014
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: June 2, 2014

End date: June 4, 2014

Southwestern Graduate School of Banking, Southern Methodist University, Dallas, Texas
June 2 – 4, 2014
Philip K. Smith, Instructor

BETTER BANK GOVERNANCE: BENEFITS OF A FORMAL STRATEGIC COMMITTEE

Date: June 10, 2014

Webinar
Western Independent Bankers
June 10, 2014
Philip K. Smith, Speaker

THE STATE OF BANKING

Date: June 26, 2014

ICBA Audio Conference
June 26, 2014
Jeffrey C. Gerrish

EMERGING LEADERS CONFERENCE

Date: July 10, 2014

Independent Community Banks of America
July 10-11, 2014
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE WITH OR WITHOUT SALE

Start date: July 21, 2014

End date: July 23, 2014

Graduate School of Banking at Colorado
July 21-23, 2014
Greyson E. Tuck, Instructor

STATE OF COMMUNITY BANKING: A YEAR IN REVIEW

Date: July 25, 2014

WebEquity Mini-Conference
July 25, 2014
Greyson E. Tuck, Speaker

ICBA CHAIRMAN’S FORUM

Start date: August 4, 2014

End date: August 5, 2014

The Broadmoor, Colorado Springs, CO
August 4-5, 2014
Jeffrey C. Gerrish, Speaker
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: August 4, 2014

End date: August 6, 2014

Graduate School of Banking at Madison, Madison, Wisconsin
August 4 – 6, 2014
Philip K. Smith, Instructor

ICBA MERGER & ACQUISITION WORKSHOP

Start date: August 6, 2014

End date: August 7, 2014

The Broadmoor, Colorado Springs, CO
August 6-7, 2014
Jeffrey C. Gerrish, Speaker
Greyson E. Tuck, Speaker

EFFECTIVE STRATEGIC PLANNING

Date: August 12, 2014

Webinar
Independent Community Bankers of America
August 12, 2014
Cliston V. “Doc” Bodine, III, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE KEY STRATEGIES FOR EACH SCENARIO

Start date: August 14, 2014

End date: August 16, 2014

Alabama Bankers Association 2014 CEO, Executive Management & Alabama Directors’ College
The Grand Hotel, Point Clear, Alabama
August 14 – 16, 2014
Philip K. Smith, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE COMMUNITY BANK STRATEGIES FOR EACH

Date: August 18, 2014

Financial Education & Development, Inc.
August 18, 2014
Jeffrey C. Gerrish, Speaker

REGULATION E MADE EASY

Date: August 19, 2014

Independent Community Bankers of America Audio Conference
August 19, 2014
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE Pacific Coast Banking School

Start date: August 25, 2014

End date: August 29, 2014

Pacific Coast Banking School
Bellevue, Washington
August 25 – 29, 2014
Philip K. Smith, Instructor
Greyson E. Tuck, Instructor

CAPITAL PLANNING, IPOs AND BANK VALUATION

Date: September 5, 2014

Workshop on Community Bank Investment & Asset Liability Management
Graduate School of Banking at Colorado
The Bellagio, Las Vegas
September 5, 2014
Jeffrey C. Gerrish, Speaker

BUILDING SHAREHOLDER VALUE: MERGER AND ACQUISITION OPPORTUNITIES

Date: September 5, 2014

Workshop on Community Bank Investment & Asset Liability Management
Graduate School of Banking at Colorado
The Bellagio, Las Vegas
September 5, 2014
Jeffrey C. Gerrish, Speaker

IT’S TIME FOR SUBCHAPTER S

Date: September 10, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
September 10, 2014
Philip K. Smith, Speaker

IT’S TIME FOR SUBCHAPTER S

Date: September 10, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
September 10, 2014
Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

Date: September 11, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
September 11, 2014
Philip K. Smith, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION

Date: September 11, 2014

On-line Seminar
Graduate School of Banking – Wisconsin
September 11, 2014
Philip K. Smith, Speaker

COMMUNITY BANK SURVIVAL GUIDE: YOU MUST CHANGE!

Start date: September 18, 2014

End date: September 20, 2014

Independent Bankers of Colorado / IBC Education Foundation
41st Annual Convention
Vail Marriott Mountain Resort, Vail, Colorado
September 18 – 20, 2014
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

EFFECTIVE BOARD LEADERSHIP

Date: September 20, 2014

Independent Community Bankers of Colorado
September 20, 2014
Greyson E. Tuck, Speaker

RESOLVING AN UNEXPECTED COMPLIANCE EMERGENCY

Date: September 20, 2014

Independent Community Bankers of Colorado
September 20, 2014
Greyson E. Tuck, Speaker

ICBA LEADERSHIP CONFERENCE

Start date: September 22, 2014

End date: September 23, 2014

Independent Community Bankers of America
September 22-23, 2014
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

REGULATION E MADE EASY

Date: September 24, 2014

WIB Educational Summit
September 24, 2014
Greyson E. Tuck, Speaker

DIRECTOR AND “C-SUITE” STRATEGIES FOR A NEW ENVIRONMENT

Start date: October 1, 2014

End date: October 15, 2014

Independent Community Bankers of America
October 14-15, 2014
Montelucia Resort – Scottsdale, AZ
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE THROUGH CORPORATE TRANSACTIONS – ONLINE SEMINAR

Start date: October 7, 2014

End date: October 9, 2014

Graduate School of Banking at Wisconsin
October 7 & 9, 2014
Greyson E. Tuck, Speaker

ANNUAL CEO/DIRECTORS CONFERENCE & LEADERSHIP BANKER DEVELOPMENT MEETING

Date: October 10, 2014

Community Bankers of West Virginia
October 10, 2014
Greyson E. Tuck, Speaker

COMPENSATION PRACTICES

Date: October 14, 2014

Webinar
Independent Community Bankers of America
October 14, 2014
Cliston V. “Doc” Bodine, III, Speaker

ICBA ANNUAL DIRECTORS CONFERENCE

Start date: October 16, 2014

End date: October 19, 2014

Independent Community Bankers of America
Montelucia Resort – Scottsdale, AZ
October 16-19, 2014
Jeffrey C. Gerrish, Speaker “Creating Value for Shareholders: The External Approach

DIRECTOR SERIES: DEVELOPING AN EFFECTIVE SUCCESSION PLANNING STRATEGY FOR MANAGEMENT AND THE BOARD

Date: November 4, 2014

Financial Education & Development, Inc.
November 4, 2014
Jeffrey C. Gerrish, Speaker

BUY, SELL OR REMAIN INDEPENDENT: STRATEGIES FOR ACHIEVING YOUR BANK’S GOALS FINANCIAL RISK MANAGEMENT CONFERENCE

Start date: November 4, 2014

End date: November 5, 2014

Georgia Bankers Association
The Cobb Galleria Centre, Atlanta, Georgia
November 4-5, 2014
Philip K. Smith, Speaker

IS YOUR STRATEGIC PLANNING A WASTE OF TIME

Date: November 8, 2017

Community Bankers Association of Illinois Directors’ College
Springfield, IL.
January 16, 2014
Jeffrey C. Gerrish, Speaker