2017 Speaking Engagements

CREDIT UNION SERIES: CREDIT UNION SUCCESS GUIDE: BEST STEPS FOR SUCCESS IN A DIFFICULT ENVIRONMENT

Date: January 10, 2017

Financial Education & Development Webinar
January 10, 2017
Jeffrey C. Gerrish, Speaker

THE REQUIREMENTS OF REG. O

Date: January 31, 2017

Webinar
Independent Community Bankers of America
January 31, 2017
Cliston V. “Doc” Bodine, III, Speaker

STRATEGIES FOR FAMILY BANKS

Date: February 9, 2017

Online Seminar
Graduate School of Banking – Wisconsin
February 9, 2017
Philip K. Smith, Speaker

SECRETS OF BUYING AND SELLING A COMMUNITY BANK

Date: February 14, 2017

Online Seminar
Graduate School of Banking – Wisconsin
February 14, 2017
Philip K. Smith, Speaker

FORMATION AND USE OF THE BANK HOLDING COMPANY

Date: February 15, 2017

Online Seminar
Graduate School of Banking – Wisconsin
February 15, 2017
Philip K. Smith, Speaker

BOARD MEMBER PEER EXCHANGE

Date: February 20, 2017

ABA National Conference for Community Bankers
American Bankers Association
February 20, 2017
Jeffrey C. Gerrish, Speaker

COMMUNITY BANK CAPITAL RAISING

Date: February 22, 2017

Webinar
Independent Community Bankers of America
February 22, 2017
Greyson E. Tuck, Speaker

BUILDING AN ADA COMPLIANT WEBSITE

Date: March 6, 2017

Webinar
Western Independent Bankers
March 6, 2017
Philip K. Smith, Greyson Tuck and Cliston V. “Doc” Bodine, III, Speakers

2017 BANK DIRECTORS ASSEMBLY Fighting the Tide: Strategies for Remaining Independent in a Consolidating Industry

Start date: March 6, 2017

End date: March 7, 2017

North Carolina Bankers Association
March 6 – 7, 2017
Jeffrey C. Gerrish, Speaker

ICBA ANNUAL CONVENTION

Start date: March 15, 2017

End date: March 19, 2017

San Antonio Convention Center, San Antonio, Texas
March 15-19, 2017
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

BANK DIRECTORS SERIES: THE BOARD EVALUATION PROCESS: STEPS, TOOLS & MORE

Date: March 28, 2017

Financial Education & Development Webinar
March 28, 2017
Jeffrey C. Gerrish, Speaker

CREDIT UNION SERIES: THE BOARD EVALUATION PROCESS: STEPS, TOOLS & MORE

Date: March 29, 2017

Financial Education & Development Webinar
March 29, 2017
Jeffrey C. Gerrish, Speaker

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES AND REGULATORY AND COMPLIANCE MATTERS

Start date: April 4, 2017

End date: April 5, 2017

Bloomington, Minnesota
April 4-5, 2017
Cliston V. “Doc” Bodine, III, Speaker

INSURANCE FOR COMMUNITY BANKERS

Date: April 11, 2017

Webinar
Independent Community Bankers of America
April 11, 2017
Cliston V. “Doc” Bodine, III, Speaker

CAPITAL RAISING FOR COMMUNITY BANKS

Date: April 12, 2017

Webinar
Greg Souther Webinars
April 12, 2017
Greyson E. Tuck, Speaker

FINANCIAL ANALYSIS OF COMMUNITY BANK ACQUISITIONS

Date: April 13, 2017

Graduate School of Banking at Wisconsin Webinar
April 13, 2017
Greyson E. Tuck, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: April 20, 2017

Graduate School of Banking at Wisconsin Webinar
April 20, 2017
Greyson E Tuck, Speaker

9TH ANNUAL BANK DIRECTORS’ AND EXECUTIVE MANAGEMENT CONFERENCE

Date: April 26, 2017

Community Bankers Association of Georgia
The Cobb Energy Performing Arts Centre, Atlanta, Georgia
April 26, 2017
Philip K. Smith, Moderator

STRATEGIC PLANNING FOR M&A

Date: May 3, 2017

Webinar
Western Independent Bankers
May 3, 2017
Philip K. Smith, Speaker

INDEPENDENT COMMUNITY BANKERS OF AMERICA M&A CONFERENCE

Start date: May 4, 2017

End date: May 5, 2017

May 4 – 5, 2017
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

THE COMMUNITY BANK SURVIVAL GUIDE: STRATEGIES FOR A CHANGING ENVIRONMENT

Start date: May 9, 2017

End date: May 10, 2017

Community Bankers of West Virginia Directors’ College
May 9 – 10, 2017
Charleston Marriott Town Center
Charleston, West Virginia
Philip K. Smith, Speaker

EFFECTIVELY UTILIZING YOUR BANK HOLDING COMPANY

Date: May 10, 2017

Webinar
Independent Community Bankers of America
May 10, 2017
Greyson E. Tuck, Speaker

BARRET SCHOOL OF BANKING 2017 SCHOOL SESSION

May 21-26, 2017
Greyson E. Tuck, Speaker

BARRET SCHOOL OF BANKING 2017 SCHOOL SESSION Bank Management: A How-To Guide

Date: May 25, 2017

May 25, 2017
Memphis, Tennessee
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: June 5, 2017

End date: June 7, 2017

Southwestern Graduate School of Banking, Southern Methodist University
Dallas, Texas
June 5 – 7, 2017
Philip K. Smith, Instructor

RETAINING INDEPENDENCE IN A CONSOLIDATING INDUSTRY & A PRACTICAL GUIDE TO ENHANCING SHAREHOLDER VALUE

Date: June 10, 2017

Arizona Bankers Association
June 10, 2017
Greyson E. Tuck, Speaker

ASKING THE RIGHT STRATEGIC QUESTIONS

Start date: June 23, 2017

End date: June 25, 2017

Community Bankers of West Virginia 2017 Annual Convention and LBDG Meeting
June 23 – 25, 2017
Stonewall Resort
Roanoke, West Virginia
Philip K. Smith, Speaker

BANK DIRECTORS SERIES: RAISING CAPITAL AS AN INDEPENDENT COMMUNITY BANK

Date: July 6, 2017

Financial Education & Development Webinar
July 6, 2017
Jeffrey C. Gerrish, Speaker

BOARD EVALUATIONS AND ASSESSMENTS: A NECESSARY EVIL

Date: July 6, 2017

Webinar
Western Independent Bankers
July 6, 2017
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE & THE CURRENT REGULATORY ENVIRONMENT

Start date: July 17, 2017

End date: July 19, 2017

Graduate School of Banking at Colorado Banking School
Graduate School of Banking at Colorado
July 17 – 19, 2017
Greyson E. Tuck, Instructor

EXPENSE PRACTICES FOR THE MODERN BANK REGULATORY WORLD

Date: July 18, 2017

Webinar
Independent Community Bankers of America
July 18, 2017
Cliston V. “Doc” Bodine, III, Speaker

FINANCIAL EVALUATIONS OF MERGERS & ACQUISITIONS

Date: July 25, 2017

Western Independent Bankers M&A Forum
Napa, California
July 25, 2017
Greyson E. Tuck, Speaker

STRATEGIES FOR REMAINING INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Date: July 28, 2017

Independent Community Bankers Association of New Mexico
July 28, 2017
Hyatt Regency Tamaya Resort & Spa
Santa Ana Pueblo, New Mexico
Jeffrey C. Gerrish, Speaker

WHAT IS MY BANK WORTH?

Date: August 1, 2017

Webinar
Western Independent Bankers
August 1, 2017
Philip K. Smith, Speaker

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES AND REGULATORY AND COMPLIANCE MATTERS

Start date: August 20, 2017

End date: August 23, 2017

Nashville, Tennessee
August 20-23, 2017
Cliston V. “Doc” Bodine, III, Speaker

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: August 22, 2017

Webinar
Independent Community Bankers of America
August 22, 2017
Greyson E. Tuck, Speaker

SEVEN KEYS TO EFFECTIVE STRATEGIC PLANNING

Date: August 23, 2017

Webinar
Western Independent Bankers
August 23, 2017
Greyson E. Tuck, Speaker

BUILDING A BETTER BOARD

Date: September 16, 2017

Community Bankers Association of Illinois
43rd Annual Convention
September 16, 2017
Philip K. Smith, Speaker

IMPROVING THE VALUE OF YOUR BANK: ASKING THE RIGHT STRATEGIC QUESTIONS

Date: September 21, 2017

Independent Bankers of Colorado
44th Annual Convention
September 21, 2017
Philip K. Smith, Speaker

STRATEGICALLY PLANNING TO ENHANCE SHAREHOLDER VALUE

Date: September 26, 2017

Webinar
Independent Community Bankers of America
September 26, 2017
Greyson E. Tuck, Speaker

BANK DIRECTORS SERIES: RULES & TRENDS IN EXECUTIVE COMPENSATION

Date: September 27, 2017

Financial Education & Development Webinar
September 27, 2017
Jeffrey C. Gerrish, Speaker

SECRETS OF BUYING AND SELLING A COMMUNITY BANK

Date: September 27, 2017

Online Seminar
Graduate School of Banking – Wisconsin
September 27, 2017
Philip K. Smith, Speaker

WHY YOU SHOULD NOT TERMINATE YOUR COMMUNITY BANK HOLDING COMPANY

Date: September 28, 2017

Webinar
Independent Community Bankers of America
September 28, 2017
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

ICBA COMMERCIAL LENDING INSTITUTE – LEGAL SECTION CLASS

Start date: October 1, 2017

End date: October 6, 2017

October 1-6, 2017
Cliston V. “Doc” Bodine, III, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: October 10, 2017

Webinar
Graduate School of Banking at Wisconsin
October 10, 2017
Greyson E. Tuck, Speaker

THE EVOLVING ROLE OF DIRECTORS IN COMPLIANCE

Date: October 12, 2017

Webinar
Independent Community Bankers of America
October 12, 2017
Cliston V. “Doc” Bodine, III, Speaker

FINANCIAL ANALYSIS OF COMMUNITY BANK ACQUISITIONS

Date: October 17, 2017

Webinar
Graduate School of Banking at Wisconsin
October 17, 2017
Greyson E. Tuck, Speaker

STRATEGIES FOR FAMILY BANKS

Date: October 19, 2017

Online Seminar
Graduate School of Banking – Wisconsin
October 19, 2017
Philip K. Smith, Speaker

HOW TO IMPROVE THE VALUE OF YOUR BANK

Date: October 19, 2017

Tennessee Bankers Association
Independent Bankers Division Convention
October 19, 2017
Philip K. Smith, Speaker

ICBA CHAIRMAN’S FORUM

Start date: November 6, 2017

End date: November 7, 2017

Hilton Head Island, South Carolina
November 6 – 7, 2017
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

ICBA LEAD FORWARD SUMMIT

Start date: November 6, 2017

End date: November 7, 2017

Saint Louis at the Arch, Saint Louis, Missouri
November 6 – 7, 2017
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, III, Speaker

INDEPENDENT COMMUNITY BANKERS OF SOUTH DAKOTA SENIOR MANAGEMENT SUMMIT

Date: November 9, 2017

November 9, 2017
Jeffrey C. Gerrish, Instructor
Philip K. Smith, Instructor

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