Archives

ICBA COMMUNITY BANK CHAIRMAN’S FORUM

Napa, California Independent Community Bankers of America November 14-15, 2016 Jeffrey C. Gerrish, Speaker

UNIQUE ISSUES TO MUTUAL COMMUNITY BANKS

Independent Community Bankers of America Webinar November 9, 2016 Greyson E. Tuck, Speaker

THE DIRECTOR’S DILEMMA: DO WHAT YOU SHOULD? OR DO WHAT YOU CAN?

2016 Annual Directors Conference Western Independent Bankers Hilton San Diego Bayfront, San Diego, California November 3 – 5, 2016 Philip K. Smith, Speaker

THE DIRECTOR’S DILEMMA: DO WHAT YOU SHOULD? OR DO WHAT YOU CAN?

2016 Annual Bank Management and Directors Conference Arkansas Community Bankers Holiday Inn Convention Center, Little Rock, Arkansas October 27, 2016 Philip K. Smith, Speaker

How NOT to Sell your Bank!

Tennessee Bankers Association Convention Franklin Marriott Cool Springs Franklin, Tennessee October 26, 2016 Philip K. Smith, Speaker

ICBA ANNUAL DIRECTORS CONFERENCE

Gaylord Opryland Hotel, Nashville, Tennessee Independent Community Bankers of America October 13-16, 2016 Jeffrey C. Gerrish, Speaker Philip K. Smith, Speaker

FINANCIAL INSTITUTIONS CONFERENCE

Long-Term Success – Short-Term Strategy: Ten Warnings for Directors and Officers Kentucky Society of CPAs University of Louisville Shelby Campus, Louisville September 29, 2016 Jeffrey C. Gerrish, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

Top 10 Rules of Leadership for Community Banking Online Seminar September 27, 2016 Greyson E. Tuck, Speaker

STRATEGIES FOR FAMILY BANKS

On-line Seminar Graduate School of Banking – Wisconsin September 22, 2016 Philip K. Smith, Speaker

DIRECTOR & OFFICER LIABILITY: RULES, RISKS & TRENDS

Financial Education & Development Webinar September 22, 2016 Jeffrey C. Gerrish, Speaker

COMMUNITY BANK ACQUISITIONS IN TODAY’S ENVIRONMENT

Independent Community Bankers of America Webinar September 21, 2016 Greyson E. Tuck, Speaker

MAKING SUBCHAPTER S WORK, EVEN IF YOU THINK IT CAN’T

On-line Seminar Graduate School of Banking – Wisconsin September 21, 2016 Philip K. Smith, Speaker

DIRECTOR & OFFICER LIABILITY: RULES, RISKS & TRENDS

Credit Union Webinar September 20, 2016 Jeffrey C. Gerrish, Speaker

FORMATION AND USE OF THE BANK HOLDING COMPANY

On-line Seminar Graduate School of Banking – Wisconsin September 20, 2016 Philip K. Smith, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

The Past, Present & Bright Future of Community Banking Online Seminar September 20, 2016 Greyson E. Tuck, Speaker

HOW TO AVOID SELLING YOUR BANK

Community Bankers Association of Illinois 42nd Annual Convention and Exposition Kansas City, Missouri September 15 – 17, 2016 Philip K. Smith, Speaker

SOUTHWESTERN GRADUATE SCHOOL OF BANKING

143rd Assembly for Bank Directors New Orleans, Louisiana September 15 – 18, 2016 Philip K. Smith, Speaker

ICBA LEAD FWD SUMMIT

Independent Community Bankers of America Denver, Colorado September 11 – 14, 2016 Greyson E. Tuck, Speaker Cliston V. “Doc” Bodine, III, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Pacific Coast Banking School Bellevue, Washington August 29 – September 2, 2016 Philip K. Smith, Instructor Greyson E. Tuck, Instructor

BOARD GOVERNANCE

Graduate School of Banking at Madison Madison, Wisconsin August 4, 2016 Philip K. Smith, Instructor

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Graduate School of Banking at Madison Madison, Wisconsin August 1 – 3, 2016 Philip K. Smith, Instructor

48TH ANNUAL MEETING & TRADE SHOW

Community Bankers Association of Georgia Fairmont Southampton Resort, Bermuda July 20 – 24, 2016 Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE & THE CURRENT REGULATORY ENVIRONMENT

Graduate School of Banking at Madison Madison, Wisconsin July 18-20, 2016 Greyson E. Tuck, Instructor

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

Texas Bankers Association Senior Management Summit Hyatt Hill Country Resort, San Antonio, Texas July 13, 2016 Philip K. Smith, Speaker

ATTRACTING AND RETAINING KEY MANAGEMENT

Financial Education & Development Webinar July 6, 2016 Jeffrey C. Gerrish, Speaker

MASTERING MERGERS & ACQUISITIONS FOR TODAY’S COMMUNITY BANK

Independent Community Bankers of America The St. Paul Hotel St. Paul, Minnesota June 13 – 14, 2016 Jeffrey C. Gerrish, Instructor Philip K. Smith, Instructor Greyson E. Tuck, Instructor

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Southwestern Graduate School of Banking, Southern Methodist University Dallas, Texas June 6 – 8, 2016 Philip K. Smith, Instructor

BUSINESS OF BANKING

Bank Management: A How-To Guide Memphis, Tennessee May 27, 2016 Cliston V. “Doc” Bodine, III and Greyson E. Tuck, Instructor

BUSINESS OF BANKING

Bank Management: A How-To Guide Memphis, Tennessee May 27, 2016 Cliston V. “Doc” Bodine, III and Greyson E. Tuck, Instructor

GERRISH MCCREARY SMITH and BARRET SCHOOL OF BANKING

Annual Bank Director and Senior Management Conference Barret School of Banking, Christian Brothers University Memphis, Tennessee May 26, 2016 Philip K. Smith, Instructor Cliston V. “Doc” Bodine, III, Instructor Greyson E. Tuck, Instructor

BUSINESS OF BANKING

Barret School of Banking Memphis, Tennessee May 22, 2016 Greyson E. Tuck, Instructor

STRATEGIC PLANNING FOR M&A

Western Independent Bankers Webinar May 17, 2016 Philip K. Smith, Speaker

STRATEGIES FOR REMAINING INDEPENDENT: ALTERNATIVES TO SELLING

Financial Education & Development Webinar May 17, 2016 Jeffrey C. Gerrish, Speaker

EFFECTIVE COMMUNITY BANK STRATEGIC PLANNING

Independent Community Bankers of America Webinar May 11, 2016 Greyson E. Tuck, Speaker

ADDRESSING THE FIVE BIGGEST CHALLENGES TO PROFITABLE GROWTH

Moody’s Analytics Webinar May 5, 2016 Greyson E. Tuck, Speaker

THE COMMUNITY BANK SURVIVAL GUIDE: STRATEGIES FOR A CHANGING ENVIRONMENT

Community Bankers of West Virginia Directors’ College May 5, 2016 Embassy Suites Charleston, West Virginia Philip K. Smith, Speaker

TOP ISSUES DIRECTORS SHOULD THINK ABOUT IN 2016 AND BEYOND

Community Bankers of Michigan Bank Directors’ College April 14, 2016 Hawk Hollow Golf Club Bath, Michigan Philip K. Smith, Speaker

Legal Considerations

ICBA CREDIT ANALYST CERTIFICATION PROGRAM Embassy Suites Bloomington, Minnesota April 13, 2016 Cliston V. “Doc” Bodine, III, Speaker

STRATEGIC PLANNING IN AN M&A ENVIRONMENT ANNUAL CONFERENCE FOR BANK PRESIDENTS, SENIOR OFFICERS AND DIRECTORS

WESTERN INDEPENDENT BANKERS Hilton Waikoloa Village, The Big Island, Hawaii April 2 – 6, 2016 Philip K. Smith, Speaker

STRATEGIES FOR FAMILY BANKS

On-line Seminar Graduate School of Banking – Wisconsin March 31, 2016 Philip K. Smith, Speaker

MAKING SUBCHAPTER S WORK, EVEN IF YOU THINK IT CAN’T

On-line Seminar Graduate School of Banking – Wisconsin March 30, 2016 Philip K. Smith, Speaker

FORMATION AND USE OF THE BANK HOLDING COMPANY

On-line Seminar Graduate School of Banking – Wisconsin March 29, 2016 Philip K. Smith, Speaker

8TH ANNUAL BANK DIRECTORS’ AND EXECUTIVE MANAGEMENT CONFERENCE

Community Bankers Association of Georgia The Cobb Energy Performing Arts Centre, Atlanta, Georgia Facing Old Realities: What We Should Have Done Community Bank Independence: A How-to Guide Facing New Realities: Dealing with the M&A Market March 23, 2016 Philip K. Smith, Moderator Greyson E. Tuck, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

The Past, Present & Bright Future of Community Bank Online Seminar March 22, 2016

The Business of Banking: Strategic Planning Preparing for Leadership, Considering Shareholder Value

COMMUNITY BANK LEADERSHIP ACADEMY Community Bankers Association of Georgia Idle Hour Country Club, Macon, Georgia March 16, 2016 Philip K. Smith, Speaker

GRADUATE SCHOOL OF BANKING AT WISCONSIN

Top 10 Rules of Leadership for Community Banking Online Seminar March 15, 2016 Greyson E. Tuck, Speaker

Ten Warnings for Community Bank Directors and Officers A Director’s Guide to Compliance & Fiduciary Duty How NOT to Sell your Bank!

ICBA ANNUAL CONVENTION March 7-8, 2016 Jeffrey C. Gerrish, Speaker Philip K. Smith, Speaker Cliston V. “Doc” Bodine, III, Speaker Greyson E. Tuck, Speaker

2016 ICBA COMMUNITY BANKING LIVE

Hilton Riverside and Convention Center New Orleans, Louisiana

ADVANCED MANAGEMENT FORUM: COMPLEXITIES AND OPPORTUNITIES IN FAMILY-OWNED BANKS A FAMILY/OWNERS’ WORKSHOP

Graduate School of Banking-Wisconsin Omni Rancho Las Palmas, Palm Springs, California The Family Bank: Making Business Decisions for Family Reasons January 17 – 20, 2016 Philip K. Smith, Speaker