2007 SPEAKING ENGAGEMENTS
Critical Issues in Strategic Planning for De Novo
Community Bankers Association of Georgia
De Novo Conference
Ritz Carlton Hotel, Amelia Island, Florida
January 29-30, 2007
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Overview of the Role of the Bank Director
Community Bankers Association of Georgia
Bank Directors’ College
King and Prince Resort, St. Simons Island, Georgia
February 9, 2007
Philip K. Smith, Speaker
Mastering the Mundane: Excelling at the Unusual
Independent Community Bankers of America
Outside Directors Retreat
Hilton Marco Island Beach Resort, San Marco Island, Florida
February 10-11, 2007
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Practical Tips for “The Director’s Job”
American Bankers Association
National Conference for Community Bankers
Desert Springs Resort, Palm Desert, California
February 19, 2007
Philip K. Smith, Speaker
Protecting Your Shareholder’s Value
Independent Community Bankers of America Bank
Directors’ Current Issues Session
Hilton Hawaiian Village, Honolulu, Hawaii
March 4, 2007
Jeffrey C. Gerrish, Speaker
18th Annual Bank Director Current Issues
Independent Community Bankers of America Annual Convention & Techworld
Hilton Hawaiian Village, Honolulu, Hawaii
March 4, 2007
Philip K. Smith, Moderator
Directors & CEOS: Navigating Today’s Challenging Marketplace
Independent Community Bankers of America Annual Convention & Techworld
Hilton Hawaiian Village, Honolulu, Hawaii
March 5 and 7, 2007
Jeffrey C. Gerrish, Speaker
Avoiding the Pitfalls of Proxy Issues
Western Independent Bankers
2007 Annual Conference for Bank Presidents,
Senior Officers & Directors
Grand Wailea Resort, Maui, Hawaii
March 20-21, 2007
Philip K. Smith, Speaker
Enhancing Shareholder Value: With or Without Sale
Graduate School of Banking at Wisconsin Online Seminar
March 27, 2007
Jeffrey C. Gerrish, Speaker
Enforcement Actions
Community Bankers Association of Georgia
Bank Directors’ College
Brasstown Valley Resort, Young Harris, Georgia
May 5, 2007
Philip K. Smith, Speaker
Future of Community Banking
Independent Community Bankers of America
Emerging Leaders Forum
Orlando, Florida
May 20, 2007
Jeffrey C. Gerrish, Speaker
Current Trends to Enhance Value
Independent Community Bankers of America
Community Bank Financial Officer Forum
Orlando Resort at Champions Gate, Orlando, Florida
May 22, 2007
Philip K. Smith, Speaker
Enhancing Shareholder Value: With or Without Sale
The Southwestern Graduate School of Banking
Southern Methodist University, Dallas, Texas
June 4-6, 2007
Jeffrey C. Gerrish, Instructor
Enhancing Value and Corporate Governance
Western Independent Bankers
Hyatt Regency, Huntington Beach, California
June 6, 2007
Philip K. Smith, Speaker
Enhancing Shareholder Value: With or Without Sale
Colorado Graduate School of Banking
University of Colorado, Boulder, Colorado
July 16-20, 2007
Jeffrey C. Gerrish, Instructor
Montana Independent Bankers 2007 Annual Convention
Holiday Inn Parkside, Missoula, Montana
July 21, 2007
Jeffrey C. Gerrish, Speaker
Mastering the Mundane: Excelling at the Unusual
Independent Community Bankers of America
Outside Directors Retreat
Coeur D’Alene Resort, Idaho
August 4-5, 2007
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Enhancing Shareholder Value: With or Without Sale
Graduate School of Bank at Madison
University of Wisconsin, Madison, Wisconsin
August 13-15, 2007
Jeffrey C. Gerrish, Instructor
Role of Bank Directors and Corporate Governance
Community Bankers Association of Georgia
Bank Directors’ College
The Ritz Carlton, Greensboro, Georgia
August 17, 2007
Philip K. Smith, Speaker
Is Your Strategic Planning a Waste of Time?
Community Bankers Association of Illinois Directors’ College
Crowne Plaza, Springfield, Illinois
August 22, 2007
Jeffrey C. Gerrish, Speaker
Buy, Sell or Hold
Financial Education and Development, Inc. Web Cast
August 23, 2007
Jeffrey C. Gerrish, Speaker
Enhancing Shareholder Value With or Without Sale
Pacific Coast Banking School
Bellevue, Washington
August 26 - 31, 2007
Philip K. Smith, Instructor
Enhancing Shareholder Value: With or Without Sale
Graduate School of Banking at Wisconsin Online Seminar
September 12, 2007
Jeffrey C. Gerrish, Speaker
Directors & CEOs: Navigating the Challenging Marketplace
Independent Bankers of Colorado Annual Convention
Vail Cascade Resort, Vail, Colorado
September 15, 2007
Jeffrey C. Gerrish, Speaker
The Evolution of the Modern Director
Independent Community Bankers of America
Audio Conference
September 19, 2007
Philip K. Smith, Speaker
After the Plan Kicks In: What Can Go Wrong and What To Do About It
American Bankers Association
Telephone Briefing
September 19, 2007
Philip K. Smith, Speaker
Directors & CEOs: Navigating the Challenging Marketplace
Washington Independent Community Bankers Annual Convention
Skamania Lodge, Stevenson, Washington
September 19-21, 2007
Jeffrey C. Gerrish, Speaker
De Novo Bank Conference
Community Bankers Association of Georgia
The Ritz Carlton, Atlanta, Georgia
September 24 – 25
Philip K. Smith, Speaker
Directors’ Hot Topics
Financial Education and Development, Inc. Web Cast
September 25, 2007
Jeffrey C. Gerrish, Speaker
Directors and CEOs: Navigating the Challenging Marketplace
Community Bankers Association of Illinois Annual Convention
The Peabody, Memphis, Tennessee
September 28, 2007
Jeffrey C. Gerrish, Speaker
The Modern Director
California Independent Bankers
Ritz-Carlton, Half Moon Bay, California
September 30, 2007
Philip K. Smith, Speaker
Succession Planning / Board Involvement
Virginia Bankers Association
Community Bank Management Conference
Hotel Roanoke, Roanoke, West Virginia
October 1, 2007
Philip K. Smith, Speaker
Introduction to Strategic Planning
West Virginia Association of Community Bankers
Directors College
Stonewall Resort, Roanoke, West Virginia
October 4, 2007
Philip K. Smith, Speaker
The Modern Director
West Virginia Association of Community Bankers
Directors College
Stonewall Resort, Roanoke, West Virginia
October 5, 2007
Philip K. Smith, Speaker
Enforcement Actions
Community Bankers Association of Georgia
Bank Directors’ College
Brasstown Valley Resort, Young Harris, Georgia
October 16, 2007
Philip K. Smith, Speaker
New and Emerging Banks Conference
Community Bankers Association of Alabama
Ross Bridge Resort, Hoover, Alabama
October 23-24, 2007
Philip K. Smith, Speaker
Directors & CEOs: Navigating the Challenging Marketplace
Western States Director Symposium
October 30, 2007
Jeffrey C. Gerrish, Speaker
Banking In a Challenging Environment: A Director’s Perspective
Southwestern Graduate School of Banking Foundation
Workshop for Bank Directors
Hyatt Regency Grand Cypress, Orlando, FL
November 3, 2007
Jeffrey C. Gerrish, Speaker
Directors’ Top 10 Responsibilities for Success
Southwestern Graduate School of Banking Foundation
Workshop for Bank Directors
Hyatt Regency Grand Cypress, Orlando, FL
November 3, 2007
Jeffrey C. Gerrish, Speaker
Strategic Planning for Directors
Financial Education and Development, Inc. Web Cast
November 8, 2007
Jeffrey C. Gerrish, Speaker
Preserving Independence for the Community Bank
Independent Community Bankers of America
Embassy Suites, Dallas, Texas
November 8-9, 2007
Philip K. Smith, Speaker
The Community Bank Chairman’s Forum
Independent Community Bankers of America
Wynn Hotel, Las Vegas, Nevada
November 16-17, 2007
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker
Mastering the Mundane
Indiana Bankers Association’s Director College
December 5, 2007
Jeffrey C. Gerrish, Speaker
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