2019 Speaking Engagements

THE ANATOMY OF A BANK ACQUISITION TRANSACTION

Date: January 24, 2019

Webinar
Western Bankers Association
Greyson E. Tuck, Speaker

THE COMMUNITY BANK M&A DIFFERENCE

Date: January 29, 2019

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

TOP STRATEGIES FOR COMMUNITY BANKS IN 2019

Date: February 5, 2019

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

A HOW-TO GUIDE FOR NEW COMMUNITY BANK DIRECTORS

Date: February 13, 2019

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

COMMUNITY BANK STRATEGIC PLANNING SIMPLIFIED

Date: February 21, 2019

Webinar
Western Bankers Association
Greyson E. Tuck, Speaker

INSURANCE FOR COMMUNITY BANKERS

Date: February 26, 2019

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

SECRETS OF BUYING AND SELLING A COMMUNITY BANK

Date: March 5, 2019

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

ICBA ANNUAL CONVENTION

Start date: March 18, 2019

End date: March 22, 2019

Music City Convention Center
Nashville, Tennessee
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker
Cliston V. “Doc” Bodine, Speaker

SOUTHWESTERN GRADUATE SCHOOL OF BANKING

Date: March 23, 2019

Spring Workshop for Bank Directors
“Creating Value: With or Without Sale”
Jeffrey C. Gerrish, Speaker

TEN STRATEGIES FOR MAINTAINING INDEPENDENCE IN A CONSOLIDATING ENVIRONMENT

Date: March 28, 2019

Webinar
Western Bankers Association
Greyson E. Tuck, Speaker

ICBA CREDIT ANALYST INSTITUTE

Start date: March 31, 2019

End date: April 3, 2019

Legal Issues
Cliston V. “Doc” Bodine, III, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: April 4, 2019

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

SHAPING THE FUTURE OF COMMUNITY BANKING FORUM: HOW ASSOCIATIONS WORKING TOGETHER CAN HELP COMMUNITY BANKS FLOURISH

Start date: April 8, 2019

End date: April 9, 2019

Independent Community Bankers of America
Philip K. Smith, Speaker

TEN STRATEGIES TO REMAIN INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Date: April 10, 2019

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

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: April 11, 2019

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

THE MOST IMPORTANT JOB OF THE BOARD AND MANAGEMENT: CREATING VALUE FOR YOUNG ORGANIZATION

Date: April 30, 2019

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

THE BUSINESS OF BANKING

Date: May 19, 2019

Banking School
Barret School of Banking
Greyson E. Tuck, Speaker

COMMUNITY BANK DIRECTOR’S GUIDE TO COMPLIANCE

Date: May 21, 2019

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

BANK MANAGEMENT: A HOW-TO GUIDE

Date: May 22, 2019

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

STRATEGICALLY PLANNING TO ENHANCE MEMBER VALUE

Date: May 23, 2019

2019 Mutual Banking Conference
Wisconsin Bankers Association
Greyson E. Tuck, Speaker

2019 DIRECTOR AND EXECUTIVE MANAGEMENT FORUM

Date: May 23, 2019

Barret School of Banking
Jeffrey C. Gerrish, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: June 3, 2019

End date: June 5, 2019

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

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: June 10, 2019

Webinar
Financial Education & Development
Jeffrey C. Gerrish, Speaker

COMMUNITY BANK EXPENSE PRACTICES AND PITFALLS

Date: June 11, 2019

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

ICBA COMMUNITY BANK MERGERS AND ACQUISITIONS WORKSHOP

Start date: June 18, 2019

End date: June 19, 2019

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

CREATING AND MANAGING LIQUIDITY FOR STOCKHOLDERS

Date: June 26, 2019

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

2019 SCHOOL SESSION

Start date: July 14, 2019

End date: July 26, 2019

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

BANK DIRECTORS’ COLLEGE

Date: July 17, 2019

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

COMMUNITY BANK STRATEGIC PLANNING SIMPLIFIED

Date: July 23, 2019

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

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Start date: July 29, 2019

End date: July 31, 2019

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

WHAT I WISH I KNEW THEN: LESSONS LEARNED

Date: August 2, 2019

Kansas Bankers Association
CEO and Senior Management Forum
Jeffrey C. Gerrish, Speaker

ICBA COMMERCIAL LENDING INSTITUTE

Start date: August 11, 2019

End date: August 16, 2019

Legal
Cliston V. “Doc” Bodine, III, Speaker

REQUIREMENTS FOR REG. O

Date: August 27, 2019

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

2019 BANKING SCHOOL

Start date: September 2, 2019

End date: September 6, 2019

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

CREATING VALUE AND SURVIVAL FOR YOUR BANK

Start date: September 15, 2019

End date: September 17, 2019

2019 DCI Annual Bankers Conference
Overland Park Sheraton/Convention Center
Kansas City, Kansas
Philip K. Smith, Speaker

DIRECTOR WORKSHOP

Date: September 16, 2019

Ohio Department of Commerce
Division of Financial Institutions
Philip K. Smith, Instructor

ICBA LEAD FWD SUMMIT

Start date: September 16, 2019

End date: September 17, 2019

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

DIRECTOR WORKSHOP

Date: September 16, 2019

Ohio Department of Commerce
Division of Financial Institutions
Philip K. Smith, Instructor

SECRET OF BUYING AND SELLING A COMMUNITY BANK

Date: September 19, 2019

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

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: September 24, 2019

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

DO AS I SAY, NOT AS I DO: COMMUNITY BANKING TALES FROM THE ROAD

Date: September 30, 2019

Virginia Association of Community Banks
Greyson E. Tuck, Speaker

ICBA CREDIT ANALYST INSTITUTE

Start date: October 6, 2019

End date: October 9, 2019

Legal Issues
Cliston V. “Doc” Bodine, III, Speaker

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: October 16, 2019

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

TEN STRATEGIES FOR MAINTAINING INDEPENDENCE IN A CONSOLIDATING ENVIRONMENT

Date: October 24, 2019

Independent Bankers Division Convention
Tennessee Bankers Association
Doubletree
Nashville, Tennessee
Philip K. Smith, Presenter

STRATEGIC SOURCES AND USES OF CAPITAL

Date: October 25, 2019

Bank Directors Retreat
Tennessee Bankers Association
Doubletree
Nashville, Tennessee
Philip K. Smith, Presenter

ANATOMY OF A BANK ACQUISITION TRANSACTION

Date: October 28, 2019

American Bankers Association
Greyson E. Tuck, Speaker

THE COMMUNITY BANK SURVIVAL GUIDE: HOW TO CREATE VALUE FOR YOUR ORGANIZATION

Date: October 29, 2019

2019 Bank CEO Summit
Mississippi Department of Banking and Consumer Finance
Madison, Mississippi
Philip K. Smith, Presenter

STRATEGIES FOR FAMILY BANKS

Date: October 30, 2019

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

TOP STRATEGIES FOR COMMUNITY BANKS IN 2020

Date: November 5, 2019

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

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: November 7, 2019

Independent Community Bankers of America
Greyson E. Tuck, Speaker

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED

Date: November 12, 2019

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

SMALL BANK ROUNDTABLE

Date: November 13, 2019

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

FIGHTING THE TIDE: REMAINING INDEPENDENT IN A CONSOLIDATING ENVIRONMENT

Date: December 11, 2019

Community Bankers Association of Illinois
2019 Annual Directors Conference
Jeffrey C. Gerrish, Speaker

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