2016 Speaking Engagements

 

ADVANCED MANAGEMENT FORUM: COMPLEXITIES AND OPPORTUNITIES IN FAMILY-OWNED BANKS A FAMILY/OWNERS’ WORKSHOP

Start date: January 17, 2016

End date: January 20, 2016

Location: Graduate School of Banking-Wisconsin Omni Rancho Las Palmas, Palm Springs, California

Graduate School of Banking-Wisconsin
Omni Rancho Las Palmas, Palm Springs, California
The Family Bank: Making Business Decisions for Family Reasons
January 17 – 20, 2016
Philip K. Smith, Speaker

2016 ICBA COMMUNITY BANKING LIVE

Start date: March 6, 2016

End date: March 10, 2016

Hilton Riverside and Convention Center
New Orleans, Louisiana

Ten Warnings for Community Bank Directors and Officers A Director’s Guide to Compliance & Fiduciary Duty How NOT to Sell your Bank!

Start date: March 7, 2016

End date: March 8, 2016

ICBA ANNUAL CONVENTION
March 7-8, 2016
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Cliston V. “Doc” Bodine, III, Speaker
Greyson E. Tuck, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

Date: March 15, 2016

Top 10 Rules of Leadership for Community Banking
Online Seminar
March 15, 2016
Greyson E. Tuck, Speaker

The Business of Banking: Strategic Planning Preparing for Leadership, Considering Shareholder Value

Date: March 16, 2016

COMMUNITY BANK LEADERSHIP ACADEMY
Community Bankers Association of Georgia
Idle Hour Country Club, Macon, Georgia
March 16, 2016
Philip K. Smith, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

Date: March 22, 2016

The Past, Present & Bright Future of Community Bank
Online Seminar
March 22, 2016

8TH ANNUAL BANK DIRECTORS’ AND EXECUTIVE MANAGEMENT CONFERENCE

Date: March 23, 2016

Community Bankers Association of Georgia
The Cobb Energy Performing Arts Centre, Atlanta, Georgia
Facing Old Realities: What We Should Have Done
Community Bank Independence: A How-to Guide
Facing New Realities: Dealing with the M&A Market
March 23, 2016
Philip K. Smith, Moderator
Greyson E. Tuck, Speaker

FORMATION AND USE OF THE BANK HOLDING COMPANY

Date: March 29, 2016

On-line Seminar
Graduate School of Banking – Wisconsin
March 29, 2016
Philip K. Smith, Speaker

MAKING SUBCHAPTER S WORK, EVEN IF YOU THINK IT CAN’T

Date: March 30, 2016

On-line Seminar
Graduate School of Banking – Wisconsin
March 30, 2016
Philip K. Smith, Speaker

STRATEGIES FOR FAMILY BANKS

Date: March 31, 2016

On-line Seminar
Graduate School of Banking – Wisconsin
March 31, 2016
Philip K. Smith, Speaker

STRATEGIC PLANNING IN AN M&A ENVIRONMENT ANNUAL CONFERENCE FOR BANK PRESIDENTS, SENIOR OFFICERS AND DIRECTORS

Start date: April 2, 2016

End date: April 6, 2016

WESTERN INDEPENDENT BANKERS
Hilton Waikoloa Village, The Big Island, Hawaii
April 2 – 6, 2016
Philip K. Smith, Speaker

Legal Considerations

Date: April 13, 2016

ICBA CREDIT ANALYST CERTIFICATION PROGRAM
Embassy Suites Bloomington, Minnesota
April 13, 2016
Cliston V. “Doc” Bodine, III, Speaker

TOP ISSUES DIRECTORS SHOULD THINK ABOUT IN 2016 AND BEYOND

Date: April 14, 2016

Community Bankers of Michigan Bank Directors’ College
April 14, 2016
Hawk Hollow Golf Club
Bath, Michigan
Philip K. Smith, Speaker

THE COMMUNITY BANK SURVIVAL GUIDE: STRATEGIES FOR A CHANGING ENVIRONMENT

Date: May 5, 2016

Community Bankers of West Virginia Directors’ College
May 5, 2016
Embassy Suites
Charleston, West Virginia
Philip K. Smith, Speaker

ADDRESSING THE FIVE BIGGEST CHALLENGES TO PROFITABLE GROWTH

Date: May 5, 2016

Moody’s Analytics Webinar
May 5, 2016
Greyson E. Tuck, Speaker

EFFECTIVE COMMUNITY BANK STRATEGIC PLANNING

Date: May 11, 2016

Independent Community Bankers of America Webinar
May 11, 2016
Greyson E. Tuck, Speaker

STRATEGIES FOR REMAINING INDEPENDENT: ALTERNATIVES TO SELLING

Date: May 17, 2016

Financial Education & Development Webinar
May 17, 2016
Jeffrey C. Gerrish, Speaker

STRATEGIC PLANNING FOR M&A

Date: May 17, 2016

Western Independent Bankers Webinar
May 17, 2016
Philip K. Smith, Speaker

BUSINESS OF BANKING

Date: May 22, 2016

Barret School of Banking
Memphis, Tennessee
May 22, 2016
Greyson E. Tuck, Instructor

GERRISH MCCREARY SMITH and BARRET SCHOOL OF BANKING

Date: May 26, 2016

Annual Bank Director and Senior Management Conference
Barret School of Banking, Christian Brothers University
Memphis, Tennessee
May 26, 2016
Philip K. Smith, Instructor
Cliston V. “Doc” Bodine, III, Instructor
Greyson E. Tuck, Instructor

BUSINESS OF BANKING

Date: May 27, 2016

Bank Management: A How-To Guide
Memphis, Tennessee
May 27, 2016
Cliston V. “Doc” Bodine, III and Greyson E. Tuck, Instructor

BUSINESS OF BANKING

Date: May 27, 2016

Bank Management: A How-To Guide
Memphis, Tennessee
May 27, 2016
Cliston V. “Doc” Bodine, III and Greyson E. Tuck, Instructor

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: June 6, 2016

End date: June 8, 2016

Southwestern Graduate School of Banking, Southern Methodist University
Dallas, Texas
June 6 – 8, 2016
Philip K. Smith, Instructor

MASTERING MERGERS & ACQUISITIONS FOR TODAY’S COMMUNITY BANK

Start date: June 13, 2016

End date: June 14, 2016

Independent Community Bankers of America
The St. Paul Hotel
St. Paul, Minnesota
June 13 – 14, 2016
Jeffrey C. Gerrish, Instructor
Philip K. Smith, Instructor
Greyson E. Tuck, Instructor

ATTRACTING AND RETAINING KEY MANAGEMENT

Date: July 6, 2016

Financial Education & Development Webinar
July 6, 2016
Jeffrey C. Gerrish, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

Date: July 13, 2016

Texas Bankers Association Senior Management Summit
Hyatt Hill Country Resort, San Antonio, Texas
July 13, 2016
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE & THE CURRENT REGULATORY ENVIRONMENT

Date: July 18, 2016

Graduate School of Banking at Madison
Madison, Wisconsin
July 18-20, 2016
Greyson E. Tuck, Instructor

48TH ANNUAL MEETING & TRADE SHOW

Start date: July 20, 2016

End date: July 24, 2016

Community Bankers Association of Georgia
Fairmont Southampton Resort, Bermuda
July 20 – 24, 2016
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: August 1, 2016

End date: August 3, 2016

Graduate School of Banking at Madison
Madison, Wisconsin
August 1 – 3, 2016
Philip K. Smith, Instructor

BOARD GOVERNANCE

Date: August 4, 2016

Graduate School of Banking at Madison
Madison, Wisconsin
August 4, 2016
Philip K. Smith, Instructor

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: August 29, 2016

End date: September 2, 2016

Pacific Coast Banking School
Bellevue, Washington
August 29 – September 2, 2016
Philip K. Smith, Instructor
Greyson E. Tuck, Instructor

ICBA LEAD FWD SUMMIT

Start date: September 11, 2016

End date: September 14, 2016

Independent Community Bankers of America
Denver, Colorado
September 11 – 14, 2016
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

SOUTHWESTERN GRADUATE SCHOOL OF BANKING

Start date: September 15, 2016

End date: September 18, 2016

143rd Assembly for Bank Directors
New Orleans, Louisiana
September 15 – 18, 2016
Philip K. Smith, Speaker

HOW TO AVOID SELLING YOUR BANK

Start date: September 15, 2016

End date: September 17, 2016

Community Bankers Association of Illinois
42nd Annual Convention and Exposition
Kansas City, Missouri
September 15 – 17, 2016
Philip K. Smith, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

Date: September 20, 2016

The Past, Present & Bright Future of Community Banking
Online Seminar
September 20, 2016
Greyson E. Tuck, Speaker

FORMATION AND USE OF THE BANK HOLDING COMPANY

Date: September 20, 2016

On-line Seminar
Graduate School of Banking – Wisconsin
September 20, 2016
Philip K. Smith, Speaker

DIRECTOR & OFFICER LIABILITY: RULES, RISKS & TRENDS

Date: September 20, 2016

Credit Union Webinar
September 20, 2016
Jeffrey C. Gerrish, Speaker

MAKING SUBCHAPTER S WORK, EVEN IF YOU THINK IT CAN’T

Date: September 21, 2016

On-line Seminar
Graduate School of Banking – Wisconsin
September 21, 2016
Philip K. Smith, Speaker

COMMUNITY BANK ACQUISITIONS IN TODAY’S ENVIRONMENT

Date: September 21, 2016

Independent Community Bankers of America Webinar
September 21, 2016
Greyson E. Tuck, Speaker

DIRECTOR & OFFICER LIABILITY: RULES, RISKS & TRENDS

Date: September 22, 2016

Financial Education & Development Webinar
September 22, 2016
Jeffrey C. Gerrish, Speaker

STRATEGIES FOR FAMILY BANKS

Date: September 22, 2016

On-line Seminar
Graduate School of Banking – Wisconsin
September 22, 2016
Philip K. Smith, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

Date: September 27, 2016

Top 10 Rules of Leadership for Community Banking
Online Seminar
September 27, 2016
Greyson E. Tuck, Speaker

FINANCIAL INSTITUTIONS CONFERENCE

Date: September 29, 2016

Long-Term Success – Short-Term Strategy: Ten Warnings for Directors and Officers
Kentucky Society of CPAs
University of Louisville Shelby Campus, Louisville
September 29, 2016
Jeffrey C. Gerrish, Speaker

ICBA ANNUAL DIRECTORS CONFERENCE

Start date: October 13, 2016

End date: October 16, 2016

Gaylord Opryland Hotel, Nashville, Tennessee
Independent Community Bankers of America
October 13-16, 2016
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

How NOT to Sell your Bank!

Date: October 26, 2016

Tennessee Bankers Association Convention
Franklin Marriott Cool Springs
Franklin, Tennessee
October 26, 2016
Philip K. Smith, Speaker

THE DIRECTOR’S DILEMMA: DO WHAT YOU SHOULD? OR DO WHAT YOU CAN?

Date: October 27, 2016

2016 Annual Bank Management and Directors Conference
Arkansas Community Bankers
Holiday Inn Convention Center, Little Rock, Arkansas
October 27, 2016
Philip K. Smith, Speaker

THE DIRECTOR’S DILEMMA: DO WHAT YOU SHOULD? OR DO WHAT YOU CAN?

Start date: November 3, 2016

End date: November 5, 2016

2016 Annual Directors Conference
Western Independent Bankers
Hilton San Diego Bayfront, San Diego, California
November 3 – 5, 2016
Philip K. Smith, Speaker

UNIQUE ISSUES TO MUTUAL COMMUNITY BANKS

Date: November 9, 2016

Independent Community Bankers of America Webinar
November 9, 2016
Greyson E. Tuck, Speaker

ICBA COMMUNITY BANK CHAIRMAN’S FORUM

Start date: November 14, 2016

End date: November 15, 2016

Napa, California
Independent Community Bankers of America
November 14-15, 2016
Jeffrey C. Gerrish, Speaker

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