2018 Speaking Engagements

EFFECTIVE MANAGEMENT, DIRECTOR AND SHAREHOLDER SUCCESSION PLANNING

Date: January 11, 2018

Webinar
Western Independent Bankers
Greyson E. Tuck, Speaker

PREPARING FOR M&A

Date: February 6, 2018

Webinar
Western Independent Bankers
Philip K. Smith, Speaker

TEN STRATEGIES FOR REMAINING INDEPENDENT IN A CONSOLIDATING INDUSTRY

Date: February 7, 2018

Iowa Bankers Association
2018 Bank Management Conference
Jeffrey C. Gerrish, Speaker

SECRETS OF BUYING AND SELLING A COMMUNITY BANK

Date: February 8, 2018

Online Seminar
Graduate School of Banking – Wisconsin
Philip K. Smith, Speaker

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

Date: February 8, 2018

Online-Seminar
Graduate School of Banking – Wisconsin
Philip K. Smith, Speaker

TEN STRATEGIC OPPORTUNITIES TO ENHANCE SHAREHOLDER VALUE

Date: February 15, 2018

Webinar
Graduate School of Banking at Wisconsin
Greyson E. Tuck, Speaker

ABA NATIONAL CONFERENCE FOR COMMUNITY BANKERS

Start date: February 25, 2018

End date: February 28, 2018

Hilton Hawaiin Village Beach Resort
Honolulu, Hawaii
Jeffrey C. Gerrish, Speaker

PREPARING TODAY FOR THE BANKING INDUSTRY TOMORROW

Start date: March 2, 2018

End date: March 4, 2018

South Carolina Bankers Association
Greyson E. Tuck, Presenter

ICBA ANNUAL CONVENTION

Start date: March 13, 2018

End date: March 17, 2018

Venetian Palazzo
Las Vegas, Nevada
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

I KNEW TRUMP WOULD WIN (AND OTHER LIES INDEPENDENT BANKS TELL THEMSELVES)

Start date: March 17, 2018

End date: March 20, 2018

Annual Conference
Western Independent Bankers
Grand Hyatt Kauai Resort and Spa
Koloa, Hawaii
Philip K. Smith, Speaker

STRATEGIES FOR FAMILY BANKS

Date: March 29, 2018

Online-Seminar
Graduate School of Banking – Wisconsin
Philip K. Smith, Speaker

STRATEGIC PLANNING TIPS FOR A NEW ENVIRONMENT

Date: March 29, 2018

Online Seminar
Graduate School of Banking – Wisconsin
Philip K. Smith, Speaker

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: April 5, 2018

Webinar
Graduate School of Banking at Wisconsin
Greyson E. Tuck, Speaker

DIRECTOR SERIES: STRATEGIC PLANNING YEARS 1, 3 & 5: SCOPE, TECHNIQUES & DRAFTING YOUR PLAN

Date: April 11, 2018

Financial Education & Development Webinar
Jeffrey C. Gerrish, Speaker

ICBA CREDIT ANALYST INSTITUTE

Date: April 17, 2018

Presentation
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Presenter

A PRACTICAL GUIDE FOR A MERGER OF MUTUAL EQUALS

Date: May 18, 2018

Maximizing Mutuality Conference 2018
Pennsylvania Association of Community Bankers
State College, Pennsylvania
Greyson E. Tuck, Presenter

BUSINESS OF BANKING

Date: May 20, 2018

Barret School of Banking
Memphis, Tennessee
Greyson E. Tuck, Presenter

EIGHT THINGS BANK MANAGERS, DIRECTORS AND SHAREHOLDERS WANT TO KNOW

Date: May 24, 2018

Western Bankers Association Emerging Leaders Conference
San Diego, California
Greyson E. Tuck, Presenter

GERRISH SMITH TUCK AND BARRET SCHOOL OF BANKING

Date: May 24, 2018

Director and Executive Management Forum
Barret School of Banking
Christian Brothers University
Memphis, Tennessee
Jeffrey C. Gerrish, Instructor
Philip K. Smith, Instructor
John S. Seabold, Instructor

BANK MANAGEMENT: A HOW-TO GUIDE

Date: May 25, 2018

Barret School of Banking
Memphis, Tennessee
Greyson E. Tuck, Presenter
Cliston V. “Doc” Bodine, III, Presenter

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: June 4, 2018

End date: June 6, 2018

Southwestern Graduate School of Banking
Southern Methodist University
Dallas, Texas
Philip K. Smith, Instructor

INDEPENDENT COMMUNITY BANKERS OF AMERICA M&A CONFERENCE

Start date: June 11, 2018

End date: June 12, 2018

Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

PREPARING YOUR BANK FOR THE FUTURE THROUGH SUCCESSION PLANNING

Date: June 12, 2018

Webinar
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Presenter

ENHANCING SHAREHOLDER VALUE & THE CURRENT REGULATORY ENVIRONMENT

Start date: July 16, 2018

End date: July 18, 2018

Graduate School of Banking at Colorado
Boulder, Colorado
Greyson E. Tuck, Presenter

CULTURE AND STRATEGY: ASKING THE RIGHT QUESTIONS

Start date: July 19, 2018

End date: July 22, 2018

CenterState Bank 2018 Bank Management Conference
The Ritz-Carlton
Amelia Island, Florida
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE WITH OR WITHOUT SALE

Start date: July 30, 2018

End date: August 1, 2018

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

ANNUAL BANK DIRECTORS’ CONFERENCE

Start date: August 20, 2018

End date: August 21, 2018

Community Bankers Association of Georgia
The Ritz-Carlton Reynolds, Lake Oconee
Greensboro, Georgia
Philip K. Smith, Moderator

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: August 21, 2018

Webinar
Independent Community Bankers of America
Greyson E. Tuck, Presenter

ICBA COMMERCIAL LENDING INSTITUTION

Date: August 23, 2018

Presentation
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Presenter

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: August 27, 2018

End date: August 31, 2018

Pacific Coast Banking School
Bellevue, Washington
Philip K. Smith, Instructor
Greyson E. Tuck, Instructor

SECRETS OF BUYING AND SELLING A COMMUNITY BANK

Date: September 13, 2018

Online Seminar
Graduate School of Banking – Wisconsin
Philip K. Smith, Speaker

UTILIZING EMPLOYMENT AGREEMENTS, EMPLOYEE BENEFITS AND LONG-TERM COMPENSATION TO ATTRACT AND RETAIN PERSONNEL

Date: September 25, 2018

Webinar
Independent Community Bankers of America
Greyson E. Tuck, Presenter

STRATEGIES FOR FAMILY BANKS

Date: October 2, 2018

Online Seminar
Graduate School of Banking – Wisconsin
Philip K. Smith, Speaker

ICBA ANNUAL DIRECTORS’ CONFERENCE

Start date: October 14, 2018

End date: October 16, 2018

Westin Savannah Harbor Golf Resort & Spa
Savannah, Georgia
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

COMPENSATION PRACTICES FOR COMMUNITY BANKS

Date: October 16, 2018

Webinar
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Presenter

ROLE, RESPONSIBILITIES & LIABILITIES FOR THE COMMUNITY BANK DIRECTOR

Date: October 23, 2018

Financial Education & Development Webinar
Jeffrey C. Gerrish, Speaker

ICBA COMMUNITY BANK MERGERS AND ACQUISITIONS WORKSHOP

Start date: October 29, 2018

End date: October 30, 2018

The Westin Nashville
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

TEN STRATEGIC OPPORTUNITIES TO ENHANCE SHAREHOLDER VALUE

Date: October 30, 2018

Webinar
Graduate School of Banking at Wisconsin
Greyson E. Tuck, Presenter

TEN STRATEGIES FOR REMAINING INDEPENDENT IN A CONSOLIDATING INDUSTRY

Date: November 1, 2018

Presentation
Nebraska Bankers Association
Greyson E. Tuck, Presenter

ICBA CREDIT ANALYST INSTITUTE

Date: November 6, 2018

Presentation
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Presenter

DIRECTOR DUTIES: CREATING VALUE FOR THE ORGANIZATION

Date: November 8, 2018

2018 Annual Bank Management and Directors Conference
Arkansas Community Bankers
Crowne Plaza
Little Rock, Arkansas
Philip K. Smith, Speaker

SMALL BANK ROUNDTABLE

Date: November 29, 2018

Tennessee Bankers Association
Nashville, Tennessee
Philip K. Smith, Facilitator

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