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

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

EFFECTIVE BOARD LEADERSHIP

Date: May 15, 2014

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

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