Leadership. April 21-23, Convention. music city usa. Presented by the

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1 Leadership Convention Presented by the April 21-23, 2013 Nashville, TN music city usa

2 Leadership Convention WHo SHould Attend Career financial industry employees in higher ranking staff or junior- to mid-management positions who are preparing to become the industry s next generation of leaders. Convention Agenda 2:30- Registration Registration Desk - Mezzanine Level 5:30 pm Pocket Agendas sponsored by Alexander Thompson Arnold, PLLC, Milan, TN Badge covers sponsored by Harland Clarke, Franklin, TN Commemorative gift sponsored by EverFi, Washington, DC 7:00- Escape to Margaritaville 9:00 pm Cosponsored by Earl R. Whaley and Company, CenterPoint Flood Services, and Mountain Life Insurance Company, Alcoa, TN; Elite Financial Products, Inc, Clarksville, TN Come join other delegates as we go Conky Tonkin in Nashville at Jimmy Buffett s Margaritaville! In the heart of downtown Nashville on Honky Tonk Row, you can make your own music as you walk up the unique piano key stairs to the second level, where our bankers will enjoy their own private stage, band, and dance floor not to mention yummy hors d oeuvres and a hosted bar. And when the band takes a break, you ll want to join our own line dance teacher for line dancing lessons! A great time will be had by all! 8:00 am Registration / Continental Breakfast Registration Desk/Ballroom Foyer - Mezzanine Level Continental breakfast sponsored by Vining Sparks, Memphis, TN 8:30 am Call to Order / Opening Remarks Crockett Ballroom - Mezzanine Level Gregg Ketterman, President, Young Bankers Division, and Vice President, National Bank of Tennessee, Newport, TN 8:45 am Chairman s Welcome Anderson Andy L. Smith, Chairman, Tennessee Bankers Association, and President & CEO, Jefferson Federal Bank, Morristown, TN 9:15 am Customer Service How to Keep Customers Rushing Back for More Kelly McDonald, McDonald Marketing, Dallas, TX Cosponsored by FISI, Inc, Nashville, TN, Graduate School of Banking at LSU, Baton Rouge, LA, and Investors Title Insurance Company, Chapel Hill, NC We all know that the customer is king. In our increasingly competitive business environment, it is more important than ever to cater to customers needs and desires and provide customer service that goes way beyond basic politeness and courtesy. The best and smartest companies and banks are finding that listening to what customers want and delivering on every promise, no matter how small, is what keeps customers happy and coming back for more. Terrific customer service doesn t have to break the bank. It s not about spending more to keep your customers happy; it s about truly understanding the customer experience from a personal point of view. In addition, in today s diverse marketplace, recognizing that not all customers are the same and that needs may differ with cultural values, this session will address key customer insights to deliver exceptional service to your customers. Registered delegates and spouses/guests NOTE: are requested to wear TBA badges to all convention functions. Badges will serve as admission tickets to all convention programs and activities.

3 Convention Agenda 10:30 am Break 10:45 am Personal Economics Program Awards/Recognition Robby Moore, Chairman, PEP Committee; Presidentelect, Young Bankers Division; and Senior Vice President, Bank of Perry County, Hohenwald Sponsored by First National Banker s Bank & FNBB Capital Markets, LLC, Birmingham, AL 7:00 Reception and Entertainment at the Hilton 9:00 pm Nashville Downtown Bredesen Room - Mezzanine Level Sponsored by Financial Products and Services, Inc, Nashville, TN Join the group in the Bredesen Room at the Hilton Hotel for adult beverages, hors d oeuvres, and a SURPRISE visit by a well-known celebrity! You won t want to miss this! 11:15 am Business Session Adjourns 12:00 pm Golf Tournament Vanderbilt Legends Club, Franklin, TN Sponsored by Fiserv, Franklin, TN Boxed Lunch for Golfers at 12:00pm Shotgun Start at 12:30 pm Participation in the golf tournament requires a separate registration and fee. Only persons fully registered for the convention are eligible to participate in the golf tournament. Be sure to register by April 1, :00 am Registration / Continental Breakfast Registration Desk/Ballroom Foyer - Mezzanine Level Continental breakfast sponsored by Federal Home Loan Bank of Cincinnati, Cincinnati, OH 8:30 am Call to Order / Opening Remarks Crockett Ballroom - Mezzanine Level Gregg Ketterman, President, Young Bankers Division, and Vice President, National Bank of Tennessee, Newport, TN Thanks to Our Sponsor: Fiserv Registered delegates and spouses/guests NOTE: are requested to wear TBA badges to all convention functions. Badges will serve as admission tickets to all convention programs and activities. 9:00 am State of the Banking Industry in Tennessee Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions, Nashville, TN Cosponsored by Crowe Horwath, LLP, Brentwood, TN, and The Plateau Group, Inc, Crossville, TN Join Commissioner Gonzales as he looks at where we are, where we are going, and his goals for the department and the industry. 10:00 am Break

4 Convention Agenda 10:15 am President s Report / Election of Division Officers and Directors 10:45 am Young Bankers Division Past-Presidents Panel Moderator: James S. Jay England, President, Decatur County Bank, Decaturville, TN Panelists: Jeff Agee, CEO/President, First Citizens National Bank, Dyersburg, TN Walter G. Birdwell, Jr, Chairman, Citizens Bank, Carthage, TN Philip Calahan, President, Peoples Bank & Trust Company, Manchester, TN Radford A. West, President/CEO, Macon Bank and Trust Company, Lafayette, TN Sponsored by Waller, Nashville, TN 11:45 am Grand Prize Drawings Mobile APP The TBA is premiering a new event app for this year s convention. Get connected in 3 steps: Download the Guidebook app for your iphone, Blackberry, or Android phone Link to our event with the redeem code: 13TBALeaders Enjoy custom schedules, maps, networking, and extended info about this year s program! For more detailed information or questions visit the Leadership Convention post on our website at: You must be present at the grand prize drawings to win Weekend Package at the Sandestin Hilton Resort, site of the 2014 Leadership Convention, and $1,000 Cash Cosponsored by the Sandestin Hilton Resort, Sandestin, FL, and Southeastern Commercial Finance, LLC, Memphis, TN $2,000 Cash Prize Cosponsored by Crowell & Crowell, PLLC, Franklin, TN, Financial Insurance Consultants, LLC, Mandeville, LA, and Gulf Guaranty Life Insurance Company, Jackson, MS 12:00 pm Convention Adjourns The S outheaster n SM School of Banking I & II Concurrent Sessions Established in 1939 New Location! July 21-26, 2013 Belmont University, Nashville, TN Discounted tuition deadline is June 20, 2013 For more information please contact: Susan Taylor, CMP srtaylor@tnbankers.org 615/ or 800/

5 Board of Directors President: Gregg Ketterman, Vice President, National Bank of Tennessee, Newport President-elect: Robby Moore, Senior Vice President, Bank of Perry County, Hohenwald Vice President: Emily Gray, Senior Vice President/Senior Credit Officer, The Hardin County Bank, Savannah Immediate Past President: James S. Jay England, President, Decatur County Bank, Decaturville Grand Divisions East Tennessee Bridget Wooden, Loan Officer, Citizens Tri-County Bank, Pikeville (2013) Devin Ralston, Vice President, The Community Bank of East Tennessee, a division of Southern Bank of Tennessee, Clinton (2014) John Hunter, Commercial Relationship Manager, People s Community Bank, a division of First Community Bank, Johnson City (2015) Middle Tennessee Julie Huffines, Chief Administrative Officer/Senior Vice President, Community Bank of the Cumberlands, a division of SouthEast Bank & Trust, Cookeville (2013) Chris Schlueter, Vice President, Avenue Bank, Nashville (2014) Michael D. Griffith, Vice President/Business Banking and Development, Security Federal Savings Bank of McMinnville, McMinnville (2015) West Tennessee Andy Collins, Vice President, Commercial Bank & Trust Co, Paris (2013) Michelle Bing, Vice President & Board Secretary, Reelfoot Bank, Union City (2014) John Killen, City President, Carroll Bank and Trust, Huntingdon (2015) elegates will elect a new vice president of the Young Bankers Division and one new director from the East, Middle, and West grand divisions of the state during the Tuesday morning business session. Persons interested in running for vice president representing the East Grand Division of Tennessee should contact a member of the Young Bankers Division executive committee. The nominating committee must receive official nominations for directors and vice president by March 1. Anyone wishing to be nominated from the floor at the convention must file a letter of intent with the nominating committee at least 10 days prior to the meeting. For complete details about the election process, please contact Stacey Langford, slangford@tnbankers.org, in the TBA office.

6 2013 Sponsors Elite Financial Products, Inc. A Full Service Company Alexander Thompson Arnold, PLLC, Milan, TN At-A-Glance Pocket Agendas EverFi, Washington, DC Commemorative Gift Harland Clarke, Franklin, TN Convention Badge Covers Earl R. Whaley and Company, CenterPoint Flood Services, and Mountain Life Insurance Company, Alcoa, TN Opening Reception and Dinner at Margaritaville Elite Financial Products, Inc, Clarksville, TN Opening Reception and Dinner at Margaritaville Vining Sparks, Memphis, TN Continental Breakfast FISI, Inc, Nashville, TN Speaker Kelly McDonald Graduate School of Banking at LSU, Baton Rouge, LA Speaker Kelly McDonald Investors Title Insurance Company, Chapel Hill, NC Speaker Kelly McDonald First National Banker s Bank & FNBB Capital Markets, LLC, Birmingham, AL Personal Economics Program Awards and Recognition Ceremony Fiserv, Inc, Franklin, TN Golf Tournament Financial Products & Services, Inc, Nashville, TN Reception and Entertainment at the Hilton Hotel Federal Home Loan Bank of Cincinnati, Cincinnati, OH Continental Breakfast Crowe Horwath, LLP, Brentwood, TN Speaker Greg Gonzales The Plateau Group, Inc, Crossville, TN Speaker Greg Gonzales Waller, Nashville, TN Young Bankers Division Past-Presidents Panel Sandestin Hilton Resort, Sandestin, FL Grand Prize #1 Weekend Package Southeastern Commercial Finance, LLC, Memphis, TN Grand Prize #1 Cash Crowell & Crowell, PLLC, Franklin, TN Grand Prize #2 Cash Financial Insurance Consultants, LLC, Mandeville, LA Grand Prize #2 Cash Gulf Guaranty Life Insurance Company, Jackson, MS Grand Prize #2 Cash

7 Golf Tournament Monday, April 22 Noon Boxed Lunch Available 12:30 pm Shotgun Start Vanderbilt Legends Club 1500 Legends Club Lane, Franklin, TN $90 per person fee includes boxed lunch prior to shotgun start, cart, range balls, and refreshments on the course Golf registration deadline is April 1, Advanced registration is required. Only persons registered to attend the Leadership Convention are eligible to participate in the golf tournament. Four-person scramble with four places winning prizes plus closest-to-pin and longest putt awards. Players may request playing partners, but they are not guaranteed. Take I-65 South to Moore s Lane (Exit 69); Right on Moore s Lane, left on Franklin Road, Golf Course is on the Left. (Copy for additional registrants) Golf Tournament Name Golf Handicap Company Phone Address City State Zip Make checks payable to Fiserv. Credit cards not accepted. Amount Enclosed $ $90 per person includes lunch, range balls, and beverages on the course Preferred playing partners, if any. Partners are not guaranteed. Name Name Name Thanks to Our Sponsor Mail this form and check directly to: Fiserve, Inc ATTN: Don Vick PO Box 9 Franklin, TN Date & Location April 21-23, Nashville, TN Hilton Nashville Downtown 121 Fourth Avenue South General Information Attire: Resort casual attire is appropriate for this program. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort. Program Availability: Due to hotel guarantees and material production, reservations received less than 7 days before the program will be subject to space and material availability. Cancellation Policy: Cancellations received in the TBA office 5 business days prior to the scheduled program will be refunded in full. Due to commitments with hotels, cancellations received less than 5 business days prior to the scheduled program are not refundable. Substitutions are welcome. Registrants who do not attend the program or send a substitute will be responsible for the entire registration fee. Special Needs: If you have a special need that may affect your participation in this program, please send TBA a statement regarding any of these special needs at least 10 days before the program. We will contact you to discuss accommodations. Continuing Education Credit Advanced Preparation: No advanced preparation required for this program. Method of delivery: Group-Live Prerequisites: No prerequisites are required. Program level: This conference is basic to intermediate. Attendants qualify for 3 hours of Continuing Professional Education (CPE) credit in the area of Professional Development. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. For more information regarding administrative policies or complaints, please contact our offices at 615/ Tennessee Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Web site: For additional continuing education credit information, call the TBA education department at 800/ or 615/

8 Hotel Information The convention is being held at The Hilton Nashville Downtown in Nashville. The hotel is holding a block of rooms on a first-come, first-served basis at a special group rate of $169 plus tax for single/ double occupancy. The deadline for making hotel reservations at this special group rate is Friday, March 29. When the allotted room block is sold, room rates will return to standard prices on a space-available basis, even if it is before the March 29 deadline. Check-in begins at 3:00 pm (CDT) and check-out is 12:00 PM (CDT). For reservations, please contact the hotel directly at 615/ (Monday through Friday from 8:00 am-5:00 pm) or by calling HILTONS and identify yourself with the Tennessee Bankers Association Leadership Convention to obtain the special group rate. Fee information TBA Members / Associate Members TBA Member Spouses Nonmembers Nonmember Spouses Early registration $275 $175 $550 $325 Early registration deadline is April 5. Registration $305 $205 $580 $355 Day-of-Program $355 $255 $630 $405 There is a separate registration form and $90 fee for the golf tournament. The fee includes speaker handouts, continental breakfast and refreshment breaks on Monday and Tuesday, and evening events on Sunday and Monday. There is a separate fee for registering for the golf tournament. Please register early. Day-of-program registrants will be assessed an additional $50 late registration fee. No written confirmation of registration will be sent from the TBA, unless registration is made online. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. For more information please contact: Susan Taylor, CMP - srtaylor@tnbankers.org Vice President/Director of Professional Development 211 Athens Way, Ste 100 Nashville, TN / or 800/ MUST BE INCLUDED - for delegates only For educational tracking purposes only Leadership Convention Please print or type. List name and badge nickname for each attendant. Check space if registrant is a spouse. Contact Company Address City State Zip Phone Fax Please make check payable to Tennessee Bankers Association. TOTAL: $ Method of payment: q VISA q MasterCard q Check Ck# Nonmember Spouses Nonmembers TBA Member Spouses TBA Members / Associate Members Card # Exp Date Early registration $275 $175 $550 $325 Name as appears on card (please print) Early registration deadline is April 5. Card billing address City State Zip Registration $305 $205 $580 $355 Day-of-Program $355 $255 $630 $405 There is a separate registration form and $90 fee for the golf tournament. Signature Mail form and payment to: Tennessee Bankers Association Attn: Monique Jenkins 211 Athens Way, Ste 100 Nashville, TN / / Fax 615/ Fax for credit cards only Register online at