2021 Speaking Engagements

COMMUNITY BANK CHAIRMAN’S FORUM

Start date: January 14, 2021

End date: January 15, 2021

(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

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES

Start date: January 27, 2021

End date: January 28, 2021

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

COMMUNITY BANK M&A PAST THE PANDEMIC

Date: February 2, 2021

Mississippi Bankers Association
Greyson E. Tuck, Speaker

TOP COMMUNITY BANKING STRATEGIES FOR 2021 AND BEYOND

Start date: February 10, 2021

End date: February 11, 2021

Iowa Bankers Association
Greyson E. Tuck, Speaker

OVERVIEW OF REG. O

Date: February 24, 2021

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

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: March 3, 2021

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

PRACTICAL TIPS FOR COMMUNITY BANK M&A

Date: March 4, 2021

Graduate School of Banking at Wisconsin
Philip K. smith, Presenter

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES

Start date: March 29, 2021

End date: March 31, 2021

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

LIQUIDITY STRATEGIES FOR ILLIQUID COMMUNITY BANK STOCKS

Date: March 31, 2021

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

A GUIDE TO COMMUNITY BANK EXPENSE PRACTICES

Date: April 13, 2021

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

SPECIFIC STRATEGIES TO ENSURE LONG-TERM INDEPENDENCE

Date: April 15, 2021

Independent Community Bankers of America
Greyson E. Tuck, Speaker

DUSTING OFF THE CRYSTAL BALL – COMMUNITY BANKING PAST, PRESENT AND FUTURE

Date: April 18, 2021

Kentucky Bankers Association
Greyson E. Tuck, Speaker

MAINTAINING COMMUNITY BANK INDEPENDENCE IN A CONSOLIDATING ENVIRONMENT

Date: April 21, 2021

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

ICBA M&A WORKSHOP

Start date: May 4, 2021

End date: May 5, 2021

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

COMMUNITY BANKING: WHAT HAS CHANGED AND WHAT HASN’T

Date: May 11, 2021

Community Bankers of Washington
Spring Conference (Virtual)
Philip K. Smith, Speaker

TOP THREE MISTAKES OF BUYING, SELLING, AND REMAINING INDEPENDENT

Date: May 13, 2021

Independent Community Bankers of America Connect – Trends (Virtual)
Philip K. Smith, Speaker

PRACTICAL TIPS FOR YOUR NEXT STRATEGIC PLANNING SESSION

Date: May 19, 2021

Independent Community Bankers of America
Greyson E. Tuck, Speaker

THE BOARD’S ROLE IN STRATEGIC PLANNING

Date: May 20, 2021

Independent Community Bankers of America
Director Forum (Virtual)
Philip K. Smith, Presenter

STRATEGIES FOR CLOSELY – HELD AND FAMILY BANKS

Date: May 26, 2021

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

EVERYTHING HAS CHANGED: WE MAY NOT RETURN TO NORMAL AND HOW TO BUILD A BETTER BOARD

Date: June 3, 2021

Community Bankers Association of Georgia
53rd Annual Convention and Mini Trade Show
Philip K. Smith, Speaker

BANK MANAGEMENT: A HOW-TO GUIDE

Date: June 8, 2021

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

THE ROLE OF COMMUNITY BANK DIRECTORS IN COMPLIANCE

Date: June 15, 2021

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

THE BUSINESS OF BANKING

Date: June 17, 2021

Barret School of Banking
Greyson E. Tuck, Speaker

SUCCESSION PLANNING FOR COMMUNITY BANKS

Date: July 13, 2021

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

ENHANCING SHAREHOLDER VALUE

Start date: July 18, 2021

End date: July 23, 2021

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

COMMUNITY BANKING: WHAT HAS CHANGED AND WHAT HASN’T

Date: July 23, 2021

Community Bankers Association of Kansas
Annual Convention & Trade Show
Philip K. Smith, Speaker

GOVERNANCE, DIRECTOR LIABILITY AND STRATEGIC PLANNING: WHAT YOU REALLY NEED TO KNOW

Date: August 13, 2021

Oregon Bankers Association
Greyson E. Tuck, Speaker

ICBA COMMERCIAL LENDING INSTITUTE

Start date: August 22, 2021

End date: August 27, 2021

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

FINANCIAL ANALYSIS OF BANK M&A TRANSACTIONS

Date: August 26, 2021

Western Bankers Association
Webinar
Greyson E. Tuck, Presenter

M&A ADVICE FOR THE CURRENT AND FUTURE ENVIRONMENT

Date: September 8, 2021

Independent Community Bankers of America
Greyson E. Tuck, Speaker

DUSTING OFF THE CRYSTAL BALL – COMMUNITY BANKING PAST, PRESENT AND FUTURE

Date: September 13, 2021

Maine Bankers Association
Presentation
Greyson E. Tuck, Presenter

BOARD GOVERNANCE AND STRUCTURE: AN UPDATE ON BEST PRACTICES

Date: September 22, 2021

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

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED

Date: September 23, 2021

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

ICBA COMMERCIAL LENDING INSTITUTE

Start date: October 4, 2021

End date: October 6, 2021

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

BUILDING A BETTER BOARD

Date: October 6, 2021

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

LIQUIDITY STRATEGIES FOR ILLIQUID COMMUNITY BANK STOCKS

Date: October 13, 2021

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

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES

Start date: October 18, 2021

End date: October 20, 2021

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

ICBA CREDIT ANALYST INSTITUTE – LEGAL ISSUES

Start date: October 25, 2021

End date: October 27, 2021

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

MANAGING EFFICIENCY RATIOS

Date: October 28, 2021

Tennessee Bankers Association Community Banking Conference
Cliston V. “Doc” Bodine, III, Presenter

HOW NOT TO SELL YOUR BANK

Date: October 28, 2021

Tennessee Bankers Association Bank Directors Conference
Cliston V. “Doc” Bodine, III, Presenter

LIQUIDITY STRATEGIES FOR ILLIQUID COMMUNITY BANK STOCKS

Date: November 2, 2021

Independent Community Bankers of America
Greyson E. Tuck, Speaker

DUSTING OFF THE CRYSTAL BALL: COMMUNITY BANKING PAST, PRESENT AND FUTURE

Date: November 5, 2021

Oregon Bankers Association
Greyson E. Tuck, Speaker

MAINTAINING COMMUNITY BANK INDEPENDENCE IN A CONSOLIDATING ENVIRONMENT

Date: November 10, 2021

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

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