Laying Plans for the Future

Transcription

1 Information & Application 2016 Laying Plans for the Future Make no li le plans; they have no magic to s r men s blood and probably themselves will not be realized. Daniel Burnham What is South Carolina Bankers School? A three year progressive course of study; Provides general educa on experiences in many phases of banking for junior to mid management level officers; and Challenges students to learn more about their responsibili es while preparing for future advancement. Hosted by The South Carolina Bankers Associa on Held at Lander University Greenwood, South Carolina

2 South Carolina Bankers School Lander University, Greenwood, S.C. Background The South Carolina Bankers School (SCBS) provides a convenient and cost effec ve educa onal experience that will provide benefits for the dura on of one s banking career. This excellent intermediate level educa on is one of the premier state banking programs in the country. SCBS is held at Lander University, located in Greenwood. The campus is conveniently designed as students are housed in nearby dormitories and dine in the university s modern facili es. Though rigorous, the South Carolina Bankers School provides an informal atmosphere which allows students to respond in an enthusias c manner to the classroom instruc on. Because the schedule and work are demanding, the School provides me for building rela onships through socializa on, with evening events that include an orienta on address, a welcome barbecue, an openingnight recep on and a gradua on dinner and ceremony. Third Year BankExec Program Each year, third year students have the opportunity to par cipate in a bank simula on program called BankExec. This course consists of 23 hours of instruc on by Dr. Ernest W. Swi. In addi on to actual course instruc on, the BankExec students are required to spend many hours outside of class preparing their BankExec assignments. The first and second year curriculums are designed to prepare students for BankExec, which is the culmina on of the learning experience at SCBS. Working in teams of four or five students, the groups represent banks in direct compe on with one another, making real world management decisions about the bank s investment por olio, loan policy, capital structure, asset/liability management, tax strategy and other components. Since its incep on in 1961, the South Carolina Bankers School has graduated nearly 2,800 students. The teams make decisions based not only on their own communi es, but the en re na onal economy. Bankers learn to respond to changing situa ons that closely parallel the real world of banking, and in doing so, experience the challenge of managing a bank with the help of one on one instruc on from the South Carolina Bankers School faculty. Included is a session on oral presenta on skills, providing students with key skills to help them prepare for the team compe on at the end of the week. These skills also give students a compe ve edge when they return to their banking ins tu ons. South Carolina Bankers School graduates say that BankExec is an effec ve and enjoyable learning tool, which brings many facets of their educa on together through a hands on approach. Course Coordinators In order to maintain a high quality program, the following dedicated Course Coordinators supervise four key areas of the curriculum and report to the South Carolina Bankers School Board of Directors on the design of the curriculum, course instructors, and new developments in course content. General Banking & Support Leadership and Sales Francis Frank A. Townsend, III Development Southern Bank & Trust, Gray L. Henderson A Division of Georgia Palme o State Bank Bank and Trust, Aiken Hampton Economics and Finance Lending and Investments James R. Jimmy Clarkson R. Sco Plyler Horry County State Bank South Atlan c Bank Loris Myrtle Beach

3 General Information The South Carolina Bankers School (SCBS) is sponsored by the S.C. Bankers Associa on in coopera on with Lander University. The 2016 Session will begin Sunday, July 10, and con nue through Friday, July 15. The School ac vi es will fully occupy the student s schedule and no other ac vi es should be planned during this me. MISSION STATEMENT: The S.C. Bankers School provides general educa onal experiences in many phases of banking. Students are expected to be junior and midmanagement level officers or administrators. Throughout the three year program, students are challenged to learn more about their responsibili es while preparing for future advancement. Students acquire a be er knowledge of the total scope of their organiza ons and the role of the financial services industry in the economy. The School consists of a three year progressive course of instruc on with a one week resident session for each of the three consecu ve years. Home study problems are required between the first two years. Successful comple on of the home study problems is a prerequisite for advancement to the next year. THE SCBS BOARD OF DIRECTORS regularly reviews, revises and strengthens the curriculum of the School to con nue to assist the personnel of S.C. banks in mee ng the changing demands of the banking industry. ADMISSION REQUIREMENTS: Applicants must meet the following requirements: Be an officer, director or an employee of a commercial bank or other approved financial ins tu on; Have a college degree and two years banking experience, or a high school diploma and five years banking experience; Have successfully completed AIB courses in Principles of Banking, Money & Banking and Accoun ng, or equivalent coursework or demonstrated knowledge of these disciplines; and Be recommended by the bank's CEO or execu ve management. In addi on, applicants who are accepted are required to par cipate in all three resident sessions of the School, to a end all classes and evening sessions and to complete the home study problems. APPLICATION FOR ADMISSION/REGISTRATION/ CANCELLATION: All students must submit the Applica on/registra on form along with payment by May 2. In the event an applicant is not accepted, fees will be refunded. In the event of a cancella on, the tui on fee will be refunded if the SCBS office is no fied prior to June 1. A er June 1, one half of the tui on fee will be refunded. No refunds will be made a er July 1 and in the event of a withdrawal a er the School Session has begun. FEES: Tui on, room and board fees are as follows: Member banks: $1,300; Non members: $1,650. MATRICULATION: Students will report to Lander University on Sunday a ernoon. Third year students will register between 11 a.m. and noon; second year students will register between 1 p.m. and 2 p.m.; and first year students will register between 2 p.m. and 3 p.m. to receive room assignments, keys and school materials. ORIENTATION AND RECEPTION: Orienta on for seniors will be Sunday, beginning at 1 p.m. Orienta on/class for first year students will follow from 4 p.m. un l 5:15 p.m. Second year students will begin Sunday a ernoon with the Personnel class at 3 p.m. Welcome recep on and dinner begins at 5:15 p.m. A er dinner, third year students will return at 6 p.m. un l 8:30 p.m. for BankExec prep me. HOUSING: Students will be housed in Centennial Hall. Bed linens, towels and soap will be furnished, but students may wish to bring their own. Students desiring them should bring a desk lamp, television (rooms have basic cable) and/or alarm clock. Please do not bring any valuables. SCBS is not responsible for lost or stolen items. MEALS: All meals will be provided except for Tuesday and Wednesday nights, when students are free to make their own arrangements. Breakfast and lunch will be available in the Grier Student Center Dining Hall Monday through Friday. The School will host special evening func ons Sunday, Monday and Thursday for your enjoyment. SCBS Prerequisites Applicants must have completed a semester in Accoun ng, Money & Banking and Principles of Banking or equivalent coursework or demonstrated knowledge of these disciplines.

4 General Information, continued CLASS LOCATION: Classes for the South Carolina Bankers School are held in the Learning Center conveniently located near Centennial Hall. All classrooms are aircondi oned. Specific room assignments will be announced in the June mailing to the students. DRESS: Casual a re is in order for all classes and meals except for gradua on exercises on Thursday evening, when business a re is required. You might want to bring a sweater for the air condi oned classrooms. Note: Only telephone messages rela ng to personal emergencies will be delivered during the class periods. FINAL EXAMINATIONS: A comprehensive examina on will be given to all first and second year students following the final classes of the school session. They will be graded and reported to the student. Students who fail their exams will be put on proba on un l the comple on of the three required home study problems. Each of these four grades will count equally toward the final grade. A C average must be maintained to be eligible for the following year. A er comple on of the required home study problems, the student s cumula ve average for the respec ve year(s) will be sent to their CEO Proposed Curriculum First Year Analyzing Bank Financial Performance: Richard N. Dick Burch, South Atlan c Bank Bank Marke ng and Sales: Trish Springfield, Southern First Bank Business Applica ons: Rusty Copsey, Wells Fargo Consumer Credit/Home Mtg.: Jim Smith, Sandhills Bank Leadership: Greg Blake, PepWorks, Intl. Money and Banking: Ron Best, PhD, University of West Georgia Team Building: Greg Blake, PepWorks, Intl. Elec ves: Commercial Loan Workout: David Moore, Capital Bank Cyber Security Home Study Problems: Bank Marketing and Sales; Consumer Credit; Money and Banking Second Year Asset/Liability Management: Harry M. Davis, PhD, Appalachian State University Banking Law: Lindsey Livingston, South State Bank; Nici Comer, South State Bank Commercial Lending: Alan Whitecross, Thurmond Clower and Associates, LLC Compliance Regulations that Impact Every Bank: Lesley Lampert, Heritage Community Bank Lending (Non Lenders): Mary Jo Rogers, South Atlan c Bank Money Market and Bank Investments: Michael P. Mike Ayotte, Morganton Federal Savings Bank Personnel: Bill Duda, Ogletree Deakins Law Firm Sales Culture Process: Trish Springfield, Southern First Bank Electives: Analyzing Real Estate Appraisals: Charles F. Chuck Crider, MAI, Crider, Bouye, Ellio & Goodwin, LLC Capital Planning/Strategic Thinking: Jan Hollar Home Study Problems: Asset/Liability Management; Commercial Lending for Non Lenders; Commercial Lending; Money Market & Bank Investments Third Year BankExec Program (23 Hours): Ernest W. Swift, PhD; R. Ron Best, PhD, University of West Georgia; C. Alston Brooks, Jr., BB&T; James R. Jimmy Clarkson, Horry County State Bank Current Issues: Harry M. Davis, PhD, Appalachian State University Funding Alternatives: Curt London, South State Bank IRR & Liquidity in Turbulent Times Oral Presentation Skills: Sally McKay, McKay Consul ng Trust: H.E. Tripp Tu le, Park Sterling Bank Pre Class Assignment: BankExec Exercises Complete and return the registra on form, along with the tui on fee to: South Carolina Bankers School PO Box 1483, Columbia, S.C., Phone: ; Fax: carolynlaffi e@scbankers.org; Website:

5 Full Name: SOUTH CAROLINA BANKERS SCHOOL APPLICATION/REGISTRATION FORM JULY 10 15, 2016 PLEASE TYPE OR PRINT OR REGISTER ONLINE AT RETURN TO S.C. Bankers School, PO Box 1483, Columbia, S.C., Badge Nickname: Bank: Bank s Mailing Address: City, State, Zip Business Phone: Cell: Years in Banking: Your Age: Gender: Female Male Check class year a ending in 2016: First Year Second Year Third Year Please indicate if you are: Commercial Lender (Primarily) Consumer Lender (Primarily) Non Lender Fee Schedule: Member Fee ($1,300) Non Member Fee ($1,650) If possible, I would like to room with: Year: Roommate s Bank & City: In applying for this school, I agree to live in assigned quarters, to a end all scheduled classes and work periods during the session, to prepare all assigned work, and otherwise to abide by the established standards of the School. I understand that the unexcused absence from any one school func on will result in my dismissal from the School. I further agree to the regular repor ng of my graded performance to my employer s Chief Execu ve Officer or other supervisory officer. (applicant s ini als) Please list any food allergies: First Year Students Only: Approval Signature of your bank s Senior Management Officer is required: Name: Title: Payment must accompany application. Checks made payable to: SC Bankers School P.O. Box 1483 Columbia, SC VISA Master Card American Express Discover Credit Card Number: Exp. Date: V Code (3 4 digit code): Billing Zip Code: Signature: X BANK DATA Size of Bank (Assets) Major Type of Bank Experience Total Years in Par cular Field Under $50 million (Check Most Appropriate One) (Check One) $50 million to $100 million General Administra on Up to 2 Years $101 million to $200 million Branch Management 3 to 5 Years $201 million to $750 million Loan/Credit Administra on 6 to 10 Years $751 million to $1 billion Account Officer More than 10 Years $1 billion to $5 billion Public Rela ons/marke ng More than $5 billion Other Opera ons/systems Work Personnel Investment Other EDUCATIONAL BACKGROUND (Check Highest Level Achieved) High School Some College School Name: Associate Degree Year Graduated: Bachelors Degree in Business Administra on or Economics Bachelors Degree in another Major Masters Degree in Business Administra on or Economics Masters Degree Doctorate Degree Law Degree Other: Applica on must be filled out completely by DEADLINE: MAY 1, 2016