Bank Directors Retreat

Transcription

1 #TBABankDir Bank Directors Retreat Franklin Marriott Cool Springs Franklin, TN October 25 & 26, 2016 In Conjunction with the Tennessee Department of Financial Institutions

2 Bank Directors Retreat Franklin Marriott Cool Springs, Franklin, TN October 25 & 26, 2016 In Conjunction with the Tennessee Department of Financial Institutions Who Should Attend Both outside and inside board members, CEOs, presidents of community banks, and internal auditors throughout the state will benefit from the information available at this program. We encourage you to bring your board members and schedule your fall board meetings concurrently with this conference. Benefits of Attending This program was developed in conjunction with the Tennessee Department of Financial Institutions. Attendees will receive information on many current issues of importance to Tennessee bankers in today s regulatory environment. Thank You to Our Sponsor NetGain Technologies, Inc, Chattanooga, TN - Pocket Agenda Tuesday, October 25 5:00 - Registration 5:30 p.m. 5:30 - Reception 6:30 p.m. Opening reception held at Franklin Marriott Cool Springs. Wednesday, October 26 8:00 - Registration 8:30 a.m. Continental Breakfast 8:30 - Welcome/Introductions 8:35 a.m. Phillip Renfroe, Chairman, Independent Bankers Division, and President/CEO, Community Bank, Lexington

3 8:35 - Economic Outlook for :45 a.m. Elliot Eisenberg, PhD, Chief Economist, GraphsandLaughs, LLC, Kensington, MD Eisenberg will address how all four parts of GDP will perform in 2017, including household consumption, corporate investment, government spending, and exports, and what the likelihood is for a recession to occur. He will examine a number of topics such as: how labor markets and wages will perform and what the path of inflation is likely to be; consumer and small business sentiment; the condition of the housing market including starts, new and existing sales, prices, and demographics. Then Eisenberg will compare Tennessee to the other states and look at the relative condition of the larger MSAs in Tennessee and compare them in terms of unemployment, employment growth, personal income, housing starts, housing prices, and more. 9:45 - Break 10:00 a.m. 10:00 - Planning for Emerging Technologies: 11:15 a.m. A Bank Board s Roadmap for the Next Five Years Jack Vonder Heide, President, Technology Briefing Centers, Inc, Oak Brook, IL Technology strategy has become a top priority for successful banks. Customers are demanding more function at faster speeds while nonbank competitors are rolling out attractive solutions that threaten traditional lines of business. Banks must leverage both customerfacing and internal technologies to remain competitive, and boards must recognize the increased risk and potential director liability of conducting business via new digital channels. In this presentation, Vonder Heide provides an executive-level overview of new and emerging technologies, along with advice for crafting a strategy that delights customers, improves internal efficiencies, and builds a foundation for long-term growth. 11:15 - Current Challenges and Opportunities 11:45 a.m. for Bank Directors Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions, Nashville, TN Commissioner Gonzales examines some of the challenges directors are facing, from the Department s point of view, and some suggestions to help alleviate those challenges.

4 Noon - 1:00 p.m. Lunch 1:00 - How to Build and Retain 2:00 p.m. a High Performing Bank Board John A.B. (Andy) Davies, Jr, President and CEO, The Marathon Organization, LTD, Virginia Beach, VA A diverse, energized, and highly engaged board, closely aligned with a CEO, is a critical component in achieving a community bank s strategic vision. In this presentation, Davies will focus on key characteristics of directors willing to rethink their roles as individuals and as boards as the winds of change sweep through community banking. 2:00 - Break 2:15 p.m. 2:15 - Your Bank s Most Valuable 3:00 p.m. and Unique Sales Weapon... Your BOARD! Mike Woody, President, J. Michael Woody, Inc, Destin, FL Community bank directors face challenges from unfair competition, declining margins, reduced profitability and never-ending regulations, BUT we so often miss the one unique opportunity we have. We are and should be sales machines for our banks. Our secret weapon is K.Y.C. (Know Your Customer!) and the ability, initiative, and incentive to put hands-on contact with target customers. In this session, Woody clearly lays it out in terms of creating an effective sales culture in your board. Attend the closing session, ready to hear new ideas, and realize real value for your bank. 3:00 p.m. Adjourn

5 Speakers John A.B. (Andy) Davies, Jr. President and CEO, The Marathon Organization, LTD, Virginia Beach, VA Elliot Eisenberg, PhD Chief Economist, GraphsandLaughs, LLC Kensington, MD Greg Gonzales Commissioner, Tennessee Department of Financial Institutions, Nashville, TN Jack Vonder Heide President, Technology Briefing Centers, Inc, Oak Brook, IL J. Michael Woody President, J. Michael Woody, Inc, Destin, FL Hotel Information The retreat is at the Franklin Marriott Cool Springs (700 Cool Springs Boulevard, Franklin, TN). The Franklin Marriott is holding a block of rooms on a first-come, first-served basis on Wednesday evening, October 26, at a special group rate of $189 single/double occupancy. The deadline for making reservations is Monday, October 3. When the allotted room block is sold out, room rates return to standard prices on a space-available basis, even if it is before the October 3 deadline. After midnight on October 3, the room block will be released for general sale, and rates return to standard prices on a space-available basis. Please make your overnight arrangements early to assure you receive the TBA special rate. To make reservations, contact the hotel locally at or and ask for the Tennessee Bankers Association Bank Directors Retreat block of rooms for this special group rate. Hotel check-in is 3:00 p.m. Parking is free.

6 Additional Information Delivery Method: Group-Live Program Level: These sessions are for any bank directors currently serving their institution and are on an intermediate level. Prerequisites & Preparation: No prerequisites or advance preparation required Please visit TNBankers.org/education/events for information on attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy. Continuing Education Credit Attendees qualify for 5 hours of Continuing Professional Education (CPE) credit in the area of Business Management and Organization. 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 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 or Convention Fees Members / Associate Members Fee includes the coffee break and the opening reception on Tuesday, instructional materials, and continental breakfast and a refreshment break on Wednesday. Please register early. Day-of-program registrants will be assessed an additional $50 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. TBA Contact Information Susan R. Taylor, CMP Senior Vice President of Professional Development staylor@tnbankers.org or Nonmembers Early Registration $350 $700 Early registration deadline is October 11. Registration $380 $730 Day-of-Program $430 $780

7 2016 Bank Directors Retreat Franklin Marriott Cool Springs, Franklin, TN October 25 & 26, 2016 Must be included for delegates. For educational tracking purposes only Please print or type. List name and badge nickname for each attendee. Check space if registrant is a spouse. LAST 4 DIGITS: Name Nickname Title SS# Name Nickname Title SS# Name Nickname Title SS# Name Nickname Title SS# Company Contact Address City State Zip Phone TOTAL $ Method of payment: VISA MasterCard Check CK# Card # Exp Date Members / Associate Members Nonmembers Early Registration $350 $700 Early registration deadline is October 11. Registration $380 $730 Day-of-Program $430 $780 Make checks payable to Tennessee Bankers Association Name as appears on card (please print) Card billing address City State Zip Phone Signature of cardholder 4 WAYS TO REGISTER! 1. Register online at 2. Scan this form and it to mjenkins@tnbankers.org 3. Mail this form to the address below 4. Fax this form to RETURN COMPLETED FORM & PAYMENT TO: Tennessee Bankers Association ATTN: Monique Jenkins 211 Athens Way, Ste 100 Nashville, TN Phone: or Fax: