2020 Speaking Engagements

COMMUNITY BANK CHAIRMAN’ FORUM

Start date: January 16, 2020

End date: January 17, 2020

(Presented in conjunction with the Barret School of Banking)
Ritz-Carlton
Naples, Florida
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

REMAINING INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Start date: February 10, 2020

End date: February 11, 2020

American Bankers Association Annual Conference
Greyson E. Tuck, Speaker

COMMUNITY BANKERS OF WASHINGTON NORTHWEST POLICY CONFERENCE

Start date: February 11, 2020

End date: February 12, 2020

Hotel RL
Olympia, Washington
Philip K. Smith, Speaker

AN OVERVIEW OF REG. W

Date: February 13, 2020

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

TOP STRATEGIES FOR COMMUNITY BANKS IN 2020

Start date: February 14, 2020

End date: February 15, 2020

North Dakota Bankers Association
Greyson E. Tuck, Speaker

THE CONTINUED PREVALENCE OF COMMUNITY BANKING

Date: February 19, 2020

Community Bankers Association of Illinois
Greyson E. Tuck, Speaker

STRATEGIC PLANNING FOR COMMUNITY BANKS (YOU ARE NOT BANK OF AMERICA)

Date: March 3, 2020

Webinar
Independent Community Bankers of America
Philip K. Smith, Speaker

ICBA LIVE 2020 NATIONAL CONVENTION

Start date: March 8, 2020

End date: March 12, 2020

ICBA LIVE 2020 NATIONAL CONVENTION
Independent Community Bankers of America
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

PROPERLY PRICING AN ACQUISITION TRANSACTION (ON BOTH THE BUY AND SELL SIDE)

Date: March 24, 2020

Independent Community Bankers of America
Greyson E. Tuck, Speaker

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES

Start date: March 29, 2020

End date: April 1, 2020

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Speaker

MAINTAINING COMMUNITY BANK INDEPENDENCE IN A CONSOLIDATING ENVIRONMENT

Date: April 2, 2020

Graduate School of Banking at Colorado
Greyson E. Tuck, Speaker

STRATEGIC PLANNING FOR COMMUNITY BANKS

Date: April 14, 2020

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

LIQUIDITY STRATEGIES FOR ILLIQUID COMMUNITY BANK STOCKS

Date: April 16, 2020

Graduate School of Banking at Colorado
Greyson E. Tuck, Speaker

SUCCESSION PLANNING FOR A SUCCESSFUL FUTURE

Date: April 16, 2020

Independent Community Bankers of America
cliston V. “Doc” Bodine, III, Speaker

TEN STRATEGIES TO REMAIN INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Date: April 22, 2020

Western Bankers Association
Greyson E. Tuck, Speaker

TEN STRATEGIES FOR REMAINING INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Date: April 22, 2020

Webinar
Financial Education & Development
Philip K. Smith, Speaker

PRACTICAL TIPS FOR COMMUNITY BANK M&A

Date: April 23, 2020

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

STRATEGIES FOR FAMILY BANKS

Date: May 5, 2020

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

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: May 6, 2020

Independent Community Bankers of America
Greyson E. Tuck, Speaker

BUY, SELL OR HOLD: KEY ISSUES OF THE COMMUNITY BANK M&A MARKET

Date: May 13, 2020

Webinar
Independent Community Bankers of America
Philip K. Smith, Speaker

THE BUSINESS OF BANKING

Date: May 17, 2020

Barret School of Banking
Greyson E. Tuck, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: May 20, 2020

Western Bankers Association
Greyson E. Tuck, Speaker

BANK MANAGEMENT: A HOW-TO GUIDE

Date: May 22, 2020

Barret School of Banking
Cliston V. “Doc” Bodine, III, Speaker

ICBA MERGERS & ACQUISITIONS WORKSHOP

Start date: June 15, 2020

End date: June 16, 2020

ICBA MERGERS & ACQUISITIONS WORKSHOP
Independent Community Bankers of America
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

COMMUNITY BANK STRATEGIC PLANNING

Date: June 23, 2020

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

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: June 24, 2020

Western Bankers Association
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE

Start date: July 20, 2020

End date: July 24, 2020

Graduate School of Banking at Colorado
Greyson E. Tuck, Speaker

CAPITAL RAISING IN LIGHT OF COVID-19

Date: August 11, 2020

Independent Community Bankers of America
Greyson E. Tuck, Speaker

COMMUNITY BANK M&A IN LIGHT OF COVID-19

Date: August 13, 2020

Graduate School of Banking at Colorado
Greyson E. Tuck, Speaker

ORGANIZATIONAL STRUCTURES TO ENHANCE SHAREHOLDER VALUE

Date: August 20, 2020

Webinar
Independent Community Bankers of America
Philip K. Smith, Speaker

ICBA COMMERCIAL LENDING INSTITUTE – LEGAL

Start date: August 23, 2020

End date: August 28, 2020

ICBA COMMERCIAL LENDING INSTITUTE – LEGAL
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Speaker

2020 BANKING SCHOOL

Start date: August 31, 2020

End date: September 4, 2020

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

INSURANCE FOR COMMUNITY BANKERS

Date: September 17, 2020

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

MAKING PEACE WITH A PANDEMIC

Date: September 22, 2020

Independent Community Bankers of America
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

STRATEGIES FOR REMAINING INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Date: September 23, 2020

Independent Community Bankers of America
Greyson E. Tuck, Speaker

COMMUNITY BANKERS ASSOCIATION OF GEORGIA

Date: September 24, 2020

Bank Directors College
Sandestin, Florida
Philip K. Smith, Speaker

DIRECTOR DUTIES, RESPONSIBILITIES, RISKS & LIABILITIES IN LIGHT OF COVID-19

Date: September 24, 2020

Community Bankers Association of Georgia
Greyson E. Tuck, Speaker

COMMUNITY BANKING: WHAT HAS CHANGED AND WHAT HASN’T

Date: September 24, 2020

Community Bankers of Michigan
2020 Annual Convention & Expo
Philip K. Smith, Speaker

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES

Start date: October 4, 2020

End date: October 7, 2020

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES
Independent Community Bankers of America
Cliston V. “Doc” Bodine, III, Speaker

STRATEGIC PLANNING FOR M&A TRANSACTIONS

Date: October 13, 2020

Webinar
ICBA M&A Workshop
Philip K. Smith, Speaker

STRATEGIC PLANNING FOR COMMUNITY BANKS

Date: October 14, 2020

Webinar
Graduate School of Banking
University of Wisconsin-Madison
Philip K. Smith, Speaker

COMMUNITY BANK ACQUISITION SECRETS

Date: October 15, 2020

Webinar
ICBA M&A Workshop Webinar
Jeffrey C. Gerrish, Speaker

ICBA M&A WORKSHOP WEBINAR

Date: October 21, 2020

Independent Community Bankers of America
Greyson E. Tuck, Speaker

PRACTICAL ADVICE FOR COMMUNITY BANK BUYERS AND SELLERS

Date: October 22, 2020

Webinar
ICBA M&A Workshop Webinar
Philip K. Smith, Speaker

BANK DIRECTORS RETREAT – WHAT DIRECTORS NEED TO KNOW RIGHT NOW

Date: October 28, 2020

Tennessee Bankers Association (Virtual)
Philip K. Smith, Speaker

TEN THREATS TO REMAINING INDEPENDENT AND STRATEGIES TO OVERCOME THEM

Date: November 9, 2020

Mississippi Bankers Association
Greyson E. Tuck, Speaker

THE MOST IMPORTANT JOB OF THE BOARD: CREATING VALUE

Date: December 7, 2020

Webinar
Oregon Bankers Association
2020 Oregon Bank Leadership Symposium (Virtual)
Philip K. Smith, Speaker

STRATEGIC PLANNING WHEN YOUR PLANS NO LONGER WORK

Date: December 7, 2020

Webinar
Oregon Bankers Association
2020 Oregon Bank Leadership Symposium (Virtual)
Philip K. Smith, Speaker

STRATEGIC PLANNING WHEN YOUR PLANS NO LONGER WORK

Date: December 9, 2020

Webinar
SWGSB Assembly for Bank Directors (Virtual)
Philip K. Smith, Speaker

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