2015 Speaking Engagements

 

COMMUNITY BANK ACQUISITIONS SIMPLIFIED

Date: January 27, 2015

Audio Conference
Independent Community Bankers of America
January 27, 2015
Greyson E. Tuck, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE STRATEGIES FOR EACH

Date: January 31, 2015

Assembly for Bank Directors
The Ritz in Amelia Island, FL.
January 31, 2015
Jeffrey C. Gerrish, Speaker

TO SPEND OR NOT TO SPEND IN THE MODERN BANK REGULATORY WORLD

Date: February 10, 2015

Audio Conference
Independent Community Bankers of America
February 10, 2015
Cliston V. “Doc” Bodine, III, Speaker

FORMING AND USING THE BANK HOLDING COMPANY TO CREATE VALUE

Date: February 11, 2015

On-line Seminar
Graduate School of Banking – Wisconsin
February 11, 2015
Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

Date: February 11, 2015

On-line Seminar
Graduate School of Banking – Wisconsin
February 11, 2015
Philip K. Smith, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION

Date: February 25, 2015

On-line Seminar
Graduate School of Banking – Wisconsin
February 25, 2015
Philip K. Smith, Speaker

CAPITAL PLANNING IN THE CURRENT ENVIRONMENT

Date: February 25, 2015

On-line Seminar
Graduate School of Banking – Wisconsin
February 25, 2015
Philip K. Smith, Speaker

BANK DIRECTOR CURRENT ISSUES

Date: March 1, 2015

Pre-Conference, 2015 ICBA Community Banking Live
Orlando, FL
March 1, 2015
Jeffrey C. Gerrish, Moderator

FROM A SOW’S EAR TO A SILK PURSE: THE FUTURE OF COMMUNITY BANKING

Date: March 2, 2015

2015 ICBA Community Banking Live
Orlando, Florida
March 2, 2015
Jeffrey C. Gerrish, Speaker

SEVEN SECRETS OF THE NEW M&A MARKET

Date: March 2, 2015

2015 ICBA Community Banking Live
Orlando, Florida
March 2, 2015
Philip K. Smith, Speaker

PREPARING TODAY FOR LEADERSHIP TOMORROW

Date: March 2, 2015

2015 ICBA Community Banking Live
Orlando, Florida
March 2, 2015
Cliston V. “Doc” Bodine, III and Greyson E. Tuck, Speakers

GREAT EXPECTATIONS _ YOUR BOARD OF DIRECTORS

Date: March 11, 2015

2015 Community Bank Leadership Academy
Community Bankers Association of Georgia
March 11, 2015
Jeffrey C. Gerrish, Speaker
Greyson E. Tuck, Speaker

GREAT EXPECTATIONS _ YOUR BOARD OF DIRECTORS

Date: March 11, 2015

2015 Community Bank Leadership Academy
Community Bankers Association of Georgia
March 11, 2015
Jeffrey C. Gerrish, Speaker
Greyson E. Tuck, Speaker

THE FUTURE OF COMMUNITY BANKING: HOW TO TURN A SOW’S EAR INTO A SILK PURSE!

Date: March 12, 2015

Iowa Bankers Annual Bank Management Conference
Iowa Bankers Association
March 12, 2015
Jeffrey C. Gerrish, Speaker

7TH ANNUAL BANK DIRECTORS’ AND EXECUTIVE MANAGEMENT CONFERENCE

Date: March 23, 2015

Community Bankers Association of Georgia
Hyatt Atlanta Perimeter at Villa Christina, Atlanta, Georgia
March 23, 2015
Philip K. Smith, Moderator

THE ROLE OF DIRECTORS IN COMPLIANCE

Date: March 23, 2015

7th Annual Bank Directors and Executive Management Conference
Community Bankers Association of Georgia
Hyatt Atlanta Perimeter at Villa Christina, Atlanta, Georgia
March 23, 2015
Cliston V. “Doc” Bodine, III, Speaker

FINANCIAL EVALUATION OF MERGERS AND ACQUISITIONS

Date: March 31, 2015

Graduate School of Banking – Wisconsin
Webinar
March 31, 2015
Greyson E. Tuck, Speaker

REGULATION E MADE EASY

Date: April 7, 2015

Graduate School of Banking – Wisconsin
Webinar
April 7, 2015
Greyson E. Tuck, Speaker

CAPITALIZING ON THE BANK HOLDING COMPANY STRUCTURE

Date: April 14, 2015

Independent Community Bankers of America
Webinar
April 14, 2015
Greyson E. Tuck, Speaker

RESOLVING AN UNEXPECTED COMPLIANCE EMERGENCY

Date: April 14, 2015

Graduate School of Banking – Wisconsin
Webinar
April 14, 2015
Greyson E. Tuck, Speaker

ICBA COMMUNITY BANK CHAIRMAN’S FORUM

Start date: April 20, 2015

End date: April 21, 2015

Naples Grande Hotel, Naples, FL
April 20-21, 2015
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

ICBA MERGER AND ACQUISITION WORKSHOP

Start date: April 22, 2015

End date: April 23, 2015

Naples Grande Hotel, Naples, FL
April 22-23, 2015
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

PREPARING TODAY FOR COMMUNITY BANKING TOMORROW

Date: April 27, 2015

Tennessee Bankers Association
April 27, 2015
Greyson E. Tuck, Speaker

INSURANCE FOR COMMUNITY BANKS

Date: May 5, 2015

Audio Conference
Independent Community Bankers of America
May 5, 2015
Cliston V. “Doc” Bodine, III, Speaker

REGULATOR & INDUSTRY HOT BUTTON FOR DIRECTORS

Date: May 7, 2015

Financial Education & Development Webinar
May 7, 2015
Jeffrey C. Gerrish, Speaker

WHAT DIRECTORS NEED TO KNOW ABOUT M&A

Date: May 13, 2015

Western Independent Bankers Webinar
May 13, 2015
Philip K. Smith, Speaker

THE BUSINESS OF BANKING

Date: May 17, 2015

Barret School of Banking
May 17, 2015
Greyson E. Tuck, Speaker

SEVEN SECRETS OF THE NEW COMMUNITY BANK MARKET

Date: May 21, 2015

Barret School of Banking, Memphis, Tennessee
Bank Director and Senior Management Conference
May 21, 2015
Philip K. Smith, Speaker

COMMON MISTAKES IN THE NEW MERGERS AND ACQUISITIONS MARKET

Date: May 22, 2015

CEO / Director Forum
Independent Community Bankers Association of New Mexico
Drury Santa Fe Plaza Hotel
May 22, 2015
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: June 1, 2015

End date: June 3, 2015

Southwestern Graduate School of Banking, Southern Methodist University
Dallas, Texas
June 1 – 3, 2015
Philip K. Smith, Instructor

WEBEQUITY SOLUTIONS TECHNOLOGY SUMMIT

Date: June 26, 2015

WebEquity Solutions
St. Louis, Missouri
June 26, 2015
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE

Start date: July 13, 2015

End date: July 15, 2015

Graduate School of Banking – Colorado
July 13 – 15, 2015
Greyson E. Tuck, Speaker

NAVIGATING THE REGULATORY ENVIRONMENT

Start date: July 13, 2015

End date: July 15, 2015

Graduate School of Banking – Colorado
July 13 – 15, 2015
Greyson E. Tuck, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: July 14, 2015

ICBA Audio Conference
July 14, 2015
Greyson E. Tuck, Speaker

CREDIT UNIONS IN A CONSOLIDATING INDUSTRY: ACQUIRING ANOTHER INSTITUTION OR BRANCH

Date: July 21, 2015

Credit Union Webinar
July 21, 2015
Jeffrey C. Gerrish, Speaker

REGULATION E MADE EASY

Date: July 22, 2015

Financial Education & Development Webinar
July 22, 2015
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: August 3, 2015

End date: August 5, 2015

Graduate School of Banking at Madison
Madison, Wisconsin
August 3 – 5, 2015
Philip K. Smith, Instructor

BOARD GOVERNANCE

Date: August 6, 2015

Graduate School of Banking at Madison
Madison, Wisconsin
August 6, 2015
Philip K. Smith, Instructor

WEBEQUITY SOLUTIONS MIDWEST LENDING SUMMIT

Date: August 7, 2015

WebEquity Solutions
Chicago, Illinois
August 7, 2015
Greyson E. Tuck, Speaker

COMPLIANCE PITFALLS AND HOW TO AVOID THEM

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Audio Conference
Independent Community Bankers of America
August 18, 2015
Cliston V. “Doc” Bodine, III, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Date: August 31, 2015

Pacific Coast Banking School
Bellevue, Washington
August 31 – September 4, 2015
Philip K. Smith, Instructor
Greyson E. Tuck, Instructor

STRATEGIC PLANNING YEARS 1, 3 & 5: SCOPE, TECHNIQUES & ELEMENTS IN DRAFTING YOUR WRITTEN PLAN

Date: September 2, 2015

Financial Education & Development Webinar
September 2, 2015
Jeffrey C. Gerrish, Speaker

FORMING AND USING THE BANK HOLDING COMPANY TO CREATE VALUE

Date: September 9, 2015

On-line Seminar
Graduate School of Banking – Wisconsin
September 9, 2015
Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

Date: September 9, 2015

On-line Seminar
Graduate School of Banking – Wisconsin
September 9, 2015
Philip K. Smith, Speaker

FINANCIAL EVALUATION OF MERGERS AND ACQUISITIONS

Date: September 15, 2015

Graduate School of Banking – Wisconsin
Webinar
September 15, 2015
Greyson E. Tuck, Speaker

ICBA LEADERSHIP DEVELOPMENT CONFERENCE

Start date: September 20, 2015

End date: September 23, 2015

Independent Community Bankers of America
Indianapolis, IN
September 20-23, 2015
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

REGULATION E MADE EASY

Date: September 22, 2015

Graduate School of Banking – Wisconsin
Webinar
September 22, 2015
Greyson E. Tuck, Speaker

RESOLVING AN UNEXPECTED COMPLIANCE EMERGENCY

Date: September 29, 2015

Graduate School of Banking – Wisconsin
Webinar
September 29, 2015
Greyson E. Tuck, Speaker

WEBEQUITY SOLUTIONS 20TH ANNUAL LENDING CONFERENCE & CUSTOMER ADVISORY BOARD

Start date: September 29, 2015

End date: October 1, 2015

WebEquity Solutions
Omaha, Nebraska
September 29 – October 1, 2015
Greyson E. Tuck, Speaker

WEBEQUITY SOLUTIONS TECHNOLOGY WEBINAR

Date: October 8, 2015

WebEquity Solutions
October 8, 2015
Greyson E. Tuck, Speaker

WebEquity Solutions October 8, 2015 Greyson E. Tuck, Speaker

Date: October 20, 2015

ICBA Audio Conference
October 20, 2015
Greyson E. Tuck, Speaker

THE PAST, PRESENT & BRIGHT FUTURE OF COMMUNITY BANKING

Date: October 21, 2015

Arkansas Community Bankers Association Management & Directors Conference
October 21, 2015
Hilton Inn, North Little Rock, Arkansas
Greyson E. Tuck, Speaker

PREPARING TODAY FOR COMMUNITY BANKING TOMORROW

Date: November 5, 2015

Indiana Bankers Association Leadership Development Program
November 5, 2015
Wooded Glen, Executive Retreat & Conference Center, Henryville, Indiana
Greyson E. Tuck, Speaker

BACK TO BASICS OR BACK TO THE FUTURE?

Date: November 5, 2015

2015 CEO / Directors’ Conference
Independent Community Bankers of South Dakota
November 5, 2015
Hilton Garden Inn, Sioux Falls, South Dakota
Philip K. Smith, Speaker

STRATEGIC PLANNING FOR THE NEW M&A MARKET

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2015 Annual Directors Conference
Western Independent Bankers
Park Hyatt Aviara, Carlsbad, California
November 5 – 7, 2015
Greyson E. Tuck, Speaker

REGULATION W: A SURVIVOR’S GUIDE

Date: November 10, 2015

Audio Conference
Independent Community Bankers of America
November 10, 2015
Cliston V. “Doc” Bodine, III, Speaker

BANK MERGERS AND CONSOLIDATIONS ON THE RISE

Date: November 17, 2015

Webinar Conference
Stafford Publications
November 17, 2015
Greyson E. Tuck, Speaker

2014