INDEPENDENT BANKERS CONVENTION. Agenda At-A-Glance

Transcription

1 Agenda At-A-Glance Tu e s d ay, Oc t o b e r 28 11:00 am Golf Tournament - Boxed lunch Old Natchez Golf & Country Club, Franklin 12:30 pm Shotgun Start Co-sponsored by: Financial Data Technology Corporation (Fi-DATA),Franklin; Peoples State Bank of Commerce, Correspondent Division, Franklin; and The Plateau Group, Inc, Crossville 5:00 pm Convention Registration Parthenon Foyer (2nd Floor) 6:30 - Reception Parthenon ABC (2nd Floor) 8:00 pm Sponsored by Financial Products and Services, Inc, Nashville Wednesday, Oc t o b e r 29 7:30 am Board Meeting/Continental Breakfast Crescent Room (1st Floor) 7:30 am Registration/Continental Breakfast Parthenon Foyer (2nd Floor) 8:30 am Call to Order Parthenon ABC (2nd Floor) Thrash TBA Chairman s Opening Remarks Stuard ICBA Update Blankenship ICBA Services Update Petro House Financial Services Committee Update Davis 10:00 am Break 10:15 am A Current Look at Liquidity Issues Oliver President s Report Thrash Election of Division Officers and Directors Senate Banking Committee Update Corker (invited) 11:30 am Conference Adjourns BANKERS D I V I S I O N October 28 & 29, Marriott at Vanderbilt University Nashville, TN

2 Independent Bankers Division Convention Agenda Tu e s d ay, Oc t o b e r 28 11:00 am Golf Tournament - Boxed lunch Old Natchez Golf & Country Club, Franklin 12:30 pm Shotgun Start Boxed lunch, prizes, and beverage cart co-sponsored by: Financial Data Technology Corporation (Fi-DATA), Franklin, TN; Peoples State Bank of Commerce, Correspondent Division, Franklin, TN; and, TN 5:00 pm Convention Registration Parthenon Foyer (2nd Floor) 6:30-8:00 pm Reception Parthenon ABC (2nd Floor) Sponsored by Financial Products and Services, Inc, Nashville, TN We d n e s d ay, Oc t o b e r 29 7:30 am Board Meeting/Continental Breakfast Crescent Room (1st Floor) Independent Bankers Division officers and directors convene for a continental breakfast & board meeting. 7:30 am Registration/Continental Breakfast Parthenon Foyer (2nd Floor) 8:30 am Call to Order Parthenon ABC (2nd Floor) Debbie Thrash, President, Independent Bankers Division, and President/CEO, Community Bank & Trust, Ashland City, TN 10:00 am Break TBA Chairman s Opening Remarks William S. Stuard, Jr, Chairman, Tennessee Bankers Association, and President/CEO, F&M Bank, Clarksville, TN ICBA Update Cynthia Blankenship, Chairman, Independent Community Bankers of America, and Vice Chairman/COO, Bank of the West, Irving, TX Current and upcoming issues affecting community bankers. ICBA Services Update David L. Petro, President/CEO, ICBA Mortgage, and Executive Vice President of Business Development, ICBA Services Network, Arlington, VA House Financial Services Committee Update The Honorable Lincoln Davis, 4th District Congressman, US House of Representatives, Tennessee Congressman Lincoln Davis is a member of the House Financial Services Committee that reviews all significant banking legislation. The committee recently approved the Foreclosure Prevention Act and has considered credit card and other consumer regulation. Congressman Davis will discuss key issues affecting banks and provide an update on the activities of the committee. 10:15 am A Current Look at Liquidity Issues Wade Oliver, Director of Asset/Liability Management, Vining Sparks IBG, LP, Memphis, TN Things change. Seasons, industries, fashions - all things change, including the methods for managing your liquidity. In this session, we will take a look at the way the industry has moved and how regulators are looking at your liquidity position. 8:30 am President s Report Debbie Thrash, President, Independent Bankers Division, and President/CEO, Community Bank & Trust, Ashland City, TN Election of Division Officers and Directors 10:30 am Senate Banking Committee Update The Honorable Bob Corker (invited), United States Senate, Tennessee Tennessee is proud to have Senator Bob Corker as the newest member of the Senate Banking Committee. This gives Tennessee a unique and important position with direct access to the committee that most directly affects the banking industry. Senator Corker will provide an update on the activities of this committee. 11:30 am Conference Adjourns

3 Convention Speakers B A N K E R S D I V I S I O N Cynthia L. Blankenship is chairman of the Independent Community Bankers of America (ICBA) and vice chairman/chief operating officer and charter shareholder of Bank of the West in Irving, TX. Blankenship has served on the ICBA executive committee as chairman-elect and vice chairman. In addition to presiding at ICBA s executive committee and board of directors meetings, she chairs the ICBA Strategic Planning Committee. Blankenship previously served as vice chairman of the Strategic Planning Committee and as chairman of the ICBA Congressional Affairs Committee, the ICBA Bank Education Committee, Policy Development Committee, and Membership/Marketing Committee. She also serves on the ICBA Nominating Committee and as an exofficio member of ICBA s standing committees. Blankenship has held leadership positions in both the Independent Bankers Association of Texas (IBAT) and the Community Bankers Association of Oklahoma. Prior to her involvement with Bank of the West, Blankenship held management positions at Independent National Bank of Irving, First National Bank of Grapevine, and Farmers and Merchants State Bank of Krum in Texas. She attended Southern Methodist University, Texas Tech University, and Louisiana State University. She was appointed dean for bankers and currently chairs the Southwestern School of Banking Foundation at Southern Methodist University. In 2004 US Banker magazine named Blankenship one of the 50 Most Powerful Women in Banking. Bob Corker grew up in Chattanooga, TN, where he attended public schools, played sports, and from an early age learned to love and value hard work. He took his first job at age 13 picking up trash and spent his teenage years bagging ice, working at the Western Auto, and putting in long hours as a construction laborer. Corker graduated from the University of Tennessee in 1974 with a degree in industrial management, and after working four years as a construction superintendent, he started his own construction company with $8,000. The company grew as it quickly gained a reputation for meeting deadlines on time and under budget and eventually expanded to operations in 18 states. Over time, Corker s business interests evolved to acquiring and developing commercial real estate. After traveling with his church on a mission trip to Haiti in his late twenties, Corker began to take a closer look at needs in his own community. He led the creation of Chattanooga Neighborhood Enterprise, a nonprofit organization that today has helped over 10,000 families secure decent, fit, and affordable housing through low-interest loans and personal training in home maintenance. In 1994, he was appointed Tennessee commissioner of finance and administration, where he served for two years. As commissioner, he tightened the state's budget and helped move almost 40,000 Tennesseans off welfare and into jobs. In 2001, Corker was elected mayor of Chattanooga. He transformed Chattanooga s waterfront attracting $2.1 billion of investment to revitalize the city, implemented merit bonus pay for teachers which dramatically raised student achievement in some of the city s most challenged schools, and worked with local law enforcement officials to cut violent crime in half. In 2006, Corker was elected to serve in the United States Senate. He is a member of the Senate committees on Banking, Housing, and Urban Affairs; Energy and Natural Resources; Foreign Relations; Small Business and Entrepreneurship; and the Special Committee on Aging. Corker and his wife, Elizabeth, have been married for over 20 years and have two daughters. Lincoln Davis was raised in rural Fentress County in Tennessee and has proudly served Tennessee's Fourth Congressional District since January of Davis came to Congress with the promise to work beyond party lines and find practical solutions to improve the lives of Tennesseans, saying, "I will take positions because they are right for the people of Tennessee's Fourth District, not because they are right for Democrats or Republicans alone." His commitment to public service began in the early 70s when Davis served as Tennessee state Jaycee president. His Jaycee service, coupled with the lessons learned as a young man, opened his eyes to the good that can be done by serving the public. First elected Mayor of Byrdstown in 1978, Davis went on to serve in both the Tennessee House of Representatives and the Tennessee State Senate. In the state legislature, Davis fought for long-term care for senior citizens, character education in schools, and tough domestic violence legislation. Today in the US House of Representatives, Davis champions legislation that will create opportunities for economic development, curb methamphetamine abuse, improve veterans' benefits, strengthen homeland security, and promotes a balanced budget. Davis serves on the Financial Services Committee and the Agriculture Committee. The owner of his own company, Diversified Construction, Davis understands the needs of small business owners in Tennessee. He continues to work for small businesses in Tennessee as a member of the Financial Services Committee, supporting effective tax relief and working hard to make Tennessee businesses more competitive. As a member of the House Committee on Agriculture and himself a soil scientist with a degree from Tennessee Technological University, Davis uses the lessons learned working on the farm with his brother to fight for Tennessee growers in the Fourth District and across the state. Congressman Davis is also a member of the Congressional Blue Dog Coalition, a group of 47 fiscally conservative House Democrats whose goal is to balance the budget each year. As a member of the Blue Dog's Majority Whip team, he plays a key role in developing strategies to foster bi-partisan solutions for writing legislation that makes government work better for Tennessee and the nation. Wade Oliver joined Vining Sparks IBG, LP, in 2003 as director of asset/liability management, a group that provides outsourced asset/liability reports and other technical assistance to the firm s customers and sales representatives. Vining Sparks A/L management department specializes in servicing the needs of community financial institutions by assisting in asset/liability measurement, policy, compliance, and strategies. Oliver has been a frequent speaker at various industry and regulatory seminars, including the Federal Reserve Bank and various industry conferences, on interest-rate risk and asset/liability management. He has also written numerous articles for various trade publications and serves as instructor for A/L at the Barret School of Banking. Prior to joining Vining Sparks, Oliver was employed by a $3bb financial institution in the Midwest, where he served various treasury functions including chair of the ALCO. Before that position, he was a senior financial analyst at a regional dealer bank where he was involved in various A/L and investment positions, including founding the bond accounting, asset/liability services, and the A/L consulting departments. Oliver earned his BFA degree in education from the University of Memphis. David L. Petro joined ICBA in 1996 as executive vice president of ICBA Bancard, to build the debit card program. In 2001, he assumed responsibility for business development at Bancard before moving to the ICBA Services Network in 2004 as executive vice president of business development. Over the past four years, he has guided the Services Network Marketing organization and worked with Gary Teagno on new business opportunities. In 2007, Petro was named president of ICBA Mortgage to assure that the transition to a new vendor delivers the products community banks need to expand their mortgage originations. He leads the strategic planning process for all five operating companies in the ICBA Services Network. Oliver began his career in bank operations in the Midwest before moving to Florida as part of a rapidly expanding regional bank where he participated in the creation of ATM and debit card networks. Prior to joining ICBA Bancard, he was developing intelligent communications networks for a phone company designed to support financial institution transactions. Oliver earned his degree in industrial engineering from Purdue University in 1973.

4 B A N K E R S D I V I S I O N Independent Bankers Division Board President: Debbie Thrash, President/CEO, Community Bank & Trust, Ashland City President-elect: Anderson L. Smith, President/CEO, Jefferson Federal Bank, Morristown First Vice President: Gordon Majors, President/ CEO, The Hardin County Bank, Savannah Second Vice President: Thomas E. Bates, Jr, Executive Vice President, Legends Bank, Clarksville Secretary/Treasurer: Jim Penland, Chairman/CEO, First Vision Bank, Tullahoma Directors Jeffrey L. Cunningham, President/CEO, Athens Federal Community Bank, Athens Michael A. Qualls, President/CEO, InsBank, Nashville Jeff Agee, President/CEO, First Citizens National Bank, Dyersburg Terry Lee, President/CEO, Commercial Bank, Harrogate Mark Hayes, President/CEO, First National Bank of Pulaski, Pulaski R. Todd Vanderpool, CEO, BankTennessee, Collierville Chris White, President/CEO, Peoples Bank of East Tennessee, Madisonville Mark Hines, President/CEO, Heritage Bank & Trust, Columbia Tony Gregory, Chief Banking Officer, First State Bank, Union City Past Presidents - Ex-Officio Directors William S. Stuard, Jr, President/CEO, F&M Bank, Clarksville R. Molitor Ford, Jr, Vice Chairman/CEO, Commercial Bank & Trust Co, Memphis Delivery method: Group-live Program level: Intermediate Prerequisites & Preparation: No prerequisites or advance preparation are required. To register online go to Hotel Information This year s convention is being held at the Marriottt at Vanderbilt University, located at 2555 West End Avenue in Nashville. TBA has arranged for a limited number of rooms at a special group rate of $159 per night single/double. To reserve accommodations, please contact the hotel directly at 615/ and specify that you are attending the Tennessee Bankers Association s Independent Bankers Division Convention. The reservation deadline for our special group rate is Monday, October 6,. 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 October 6 deadline. All unreserved rooms will be released for general sale at midnight on October 6. Any reservation received after that date will be accepted on a space- or rate-available basis. Please make your overnight arrangements early to assure you receive TBA special rates. Parking: Parking for TBA overnight hotel guests is $20 for valet or $5 for self-parking per day. For local attendants, parking is $10 for valet or $5 for self-parking per day. Convention Fees TBA Members / Associate Members Member Nonmembers Nonmember Early Registration $195 $390 Early registration deadline is October 13, Registration $220 $415 At-the-door $245 $75 $440 $125 Golf tournament is $85 per person (requires a separate registration) Fee covers the reception on Tuesday evening, instructional materials, continental breakfast, and refreshment breaks on Wednesday. Please register early. At-the-door registrants will be assessed an additional $25 late registration fee. No written confirmation of seminar registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.

5 Special Thanks to Our Sponsors Financial Products and Services, Inc (Financial PSI), Nashville Financial Data Technology Corporation (Fi-DATA), Franklin Peoples State Bank of Commerce, Correspondent Division, Franklin Continuing Education Credit Attendants qualify for 3 hours of Continuing Professional Education (CPE) credit in the area of Business Management and Organization. No prerequisites are required for this program. 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: To obtain continuing education credit applications or more information, call the TBA education department at 800/ or 615/ General Information Attire: Business casual attire is appropriate for all TBA programs. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort. Special Needs: If you have a disability that may affect your participation in this program, please send TBA a statement regarding any special needs at least 10 days before the program. We will contact you to discuss accommodations. Cancellation Policy: Cancellations received in the TBA office 7 business days prior to the scheduled program will be refunded in full. Due to commitments with hotels, cancellations received less than 7 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. Inclement Weather Policy: Cancellations due to inclement weather are refundable, minus a late cancellation fee of for a one-day program and $75 for a two-day program. If you have questions concerning the status of a TBA program due to inclement weather, please call the TBA office at 615/ or 800/ , x150. The TBA number will provide information concerning program status, cancellation fee, and refund requests. You may call the site where the program is being held to check the status of the program in your area. The site phone number is listed in this brochure. For more information about this program, contact: Susan R Taylor, CMP - srtaylor@tnbankers.org Vice President, Director of Professional Development Tennessee Bankers Association 211 Athens Way, Ste 100 Nashville, TN / or 615/ or GOLF TOURNAMENT Tuesday, October 28 Registration deadline is October 21, Old Natchez Golf & Country Club 115 Gardengate Drive, Franklin, TN 11:00 am boxed lunch; 12:30 pm shotgun start Sponsored by Financial Products and Services, Inc (Financial PSI), Nashville Financial Data Technology Corporation (Fi-DATA), Franklin Peoples State Bank of Commerce, Correspondent Division, Franklin $85 registration fee per person Prizes for: 1st & 2nd place teams; closest to the pin on all par 3s; plus $10,000 for a hole-in-one on a designated hole. Registration information: The tournament is limited to 80 players. Scramble format. Soft spikes required. Register early to reserve your spot. Directions to Old Natchez Golf & Country Club: Take I-65 south to the Brentwood exit. Right on Old Hickory Boulevard to Hillsboro Road. Left on Hillsboro Road to Sneed Road. Drive approximately.7 miles to Gardengate Drive, turn left on Gardengate Drive.

6 BANKERS DIVISION Independent Bankers Division Board President: Debbie Thrash, President/CEO, Community Bank & Trust, Ashland City President-elect: Anderson L. Smith, President/CEO, Jefferson Federal Bank, Morristown First Vice President: Gordon Majors, President/ CEO, The Hardin County Bank, Savannah Second Vice President: Thomas E. Bates, Jr, Executive Vice President, Legends Bank, Clarksville Secretary/Treasurer: Jim Penland, Chairman/CEO, First Vision Bank, Tullahoma Directors Jeffrey L. Cunningham, President/CEO, Athens Federal Community Bank, Athens Michael A. Qualls, President/CEO, InsBank, Nashville Jeff Agee, President/CEO, First Citizens National Bank, Dyersburg Terry Lee, President/CEO, Commercial Bank, Harrogate Mark Hayes, President/CEO, First National Bank of Pulaski, Pulaski R. Todd Vanderpool, CEO, BankTennessee, Collierville Chris White, President/CEO, Peoples Bank of East Tennessee, Madisonville Mark Hines, President/CEO, Heritage Bank & Trust, Columbia Tony Gregory, Chief Banking Officer, First State Bank, Union City Past Presidents - Ex-Officio Directors William S. Stuard, Jr, President/CEO, F&M Bank, Clarksville R. Molitor Ford, Jr, Vice Chairman/CEO, Commercial Bank & Trust Co, Memphis Delivery method: Group-live Program level: Intermediate Prerequisites & Preparation: No prerequisites or advance preparation are required. To register online go to 08independentbankers.indd 2 Special Thanks to Our Sponsors Independent Bankers Division Convention Financial Products and Services, Inc (Financial PSI), Nashville October 28 & 29, Marriott at Vanderbilt University, Nashville Financial Data Technology Corporation (Fi-DATA), Franklin Please print or type. List name and badge nickname for each attendant. Check space if registrant is a spouse. Attendants qualify for 3 hours of Continuing Professional Education (CPE) credit in the area of Business Management and Organization. No prerequisites are required for this program. For more information regarding administrative policies or complaints, please contact our offices at 615/ This year s convention is being held at the Marriottt at Vanderbilt University, located at 2555 West End Avenue in Nashville. TBA has arranged for a limited number of rooms at a special group rate of $159 per night single/double. To reserve accommodations, please contact the hotel directly at 615/ and specify that you are attending the Tennessee Bankers Association s Independent Bankers Division Convention. The reservation deadline for our special group rate is Monday, October 6,. 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 October 6 deadline. All unreserved rooms will be released for general sale at midnight on October 6. Any reservation received after that date will be accepted on a space- or rate-available basis. Please make your overnight arrangements early to assure you receive TBA special rates. Parking: Parking for TBA overnight hotel guests is $20 for valet or $5 for self-parking per day. For local attendants, parking is $10 for valet or $5 for self-parking per day. Convention Fees TBA Members / Associate Members Early Registration $195 Member Nonmembers Nonmember $390 Early registration deadline is October 13, Registration $220 $415 At-the-door $245 $75 $440 $125 Golf tournament is $85 per person (requires a separate registration) Fee covers the reception on Tuesday evening, instructional materials, continental breakfast, and refreshment breaks on Wednesday. Please register early. At-the-door registrants will be assessed an additional $25 late registration fee. Company Contact 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: Address City State Zip Phone TBA Members / Associate Members To obtain continuing education credit applications or more information, call the TBA education department at 800/ or 615/ Early Registration Cancellation Policy: Cancellations received in the TBA office 7 business days prior to the scheduled program will be refunded in full. Due to commitments with hotels, cancellations received less than 7 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. Inclement Weather Policy: Cancellations due to inclement weather are refundable, minus a late cancellation fee of for a one-day program and $75 for a two-day program. If you have questions concerning the status of a TBA program due to inclement weather, please call the TBA office at 615/ or 800/ , x150. The TBA number will provide information concerning program status, cancellation fee, and refund requests. You may call the site where the program is being held to check the status of the program in your area. The site phone number is listed in this brochure. For more information about this program, contact: Susan R Taylor, CMP - srtaylor@tnbankers.org Vice President, Director of Professional Development Tennessee Bankers Association 211 Athens Way, Ste 100 Nashville, TN / or 615/ or Nonmembers Nonmember Spouse $390 Registration $220 $415 At-the-door $245 $75 $440 $125 Golf Tournament is $85 per person (requires a separate registration) Attire: Business casual attire is appropriate for all TBA programs. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort. Special Needs: If you have a disability that may affect your participation in this program, please send TBA a statement regarding any special needs at least 10 days before the program. We will contact you to discuss accommodations. $195 Member Spouse Early registration deadline is October 13, General Information No written confirmation of seminar registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. For educational tracking purposes only. Peoples State Bank of Commerce, Correspondent Division, Franklin Continuing Education Credit Hotel Information Must Be Included for Delegates Method of payment: VISA MasterCard Check TOURNAMENT TOTAL $ CK# Card # Exp Date GOLF To register online go to Make checks payable to Tennessee Bankers Association Return completed form & payment to: Name as appears on card (please print) Sponsored by Financial Products and Services, Inc (Financial PSI), Nashville Card billing address City State Zip Phone Signature of cardholder Tennessee Bankers Association ATTN: Monique Jenkins 211 Athens Way, Ste 100 Nashville, TN Phone: 615/ or 800/ Fax: 615/ Financial Data Technology Corporation (Fi-DATA), Franklin Peoples State Bank of Commerce, Correspondent Division, Franklin Tuesday, October 28 Registration deadline is October 21, Old Natchez Golf & Country Club 115 Gardengate Drive, Franklin, TN 11:00 am boxed lunch; 12:30 pm shotgun start NOTE: If you plan to attend the Golf Tournament please mail the form below and payment separately from the Independent Bankers Division Convention form above. Golf Tournament Entry Form C o p y T H I S f o r m f o r a d d iti o n a l r e g ist r a n ts Registration deadline is October 21, Name: Golf Handicap Company $85 registration fee per person Address City State Zip Phone Prizes for: 1st & 2nd place teams; closest to the pin on all par 3s; plus $10,000 for a hole-in-one on a designated hole. Please make checks payable to Fi-DATA We cannot guarantee makeup of foursomes. Amount enclosed $ 1. Name: Handicap: Registration information: The tournament is limited to 80 players. Scramble format. Soft spikes required. Register early to reserve your spot. Directions to Old Natchez Golf & Country Club: Take I-65 south to the Brentwood exit. Right on Old Hickory Boulevard to Hillsboro Road. Left on Hillsboro Road to Sneed Road. Drive approximately.7 miles to Gardengate Drive, turn left on Gardengate Drive. Players cannot be registered without handicap. Preferred playing partners: 2. Name: Handicap: 3. Name: Handicap: Mail this form and payment directly to: Fi-DATA, c/o Don Vick 233 Bedford Way, Franklin, TN Phone: 615/ /15/08 9:46:40 AM