Archives

BUY, SELL OR REMAIN INDEPENDENT: STRATEGIES FOR ACHIEVING YOUR BANK’S GOALS FINANCIAL RISK MANAGEMENT CONFERENCE

Georgia Bankers Association The Cobb Galleria Centre, Atlanta, Georgia November 4-5, 2014 Philip K. Smith, Speaker

DIRECTOR SERIES: DEVELOPING AN EFFECTIVE SUCCESSION PLANNING STRATEGY FOR MANAGEMENT AND THE BOARD

Financial Education & Development, Inc. November 4, 2014 Jeffrey C. Gerrish, Speaker

ICBA ANNUAL DIRECTORS CONFERENCE

Independent Community Bankers of America Montelucia Resort – Scottsdale, AZ October 16-19, 2014 Jeffrey C. Gerrish, Speaker “Creating Value for Shareholders: The External Approach

DIRECTOR AND “C-SUITE” STRATEGIES FOR A NEW ENVIRONMENT

Independent Community Bankers of America October 14-15, 2014 Montelucia Resort – Scottsdale, AZ Jeffrey C. Gerrish, Speaker Philip K. Smith, Speaker

COMPENSATION PRACTICES

Webinar Independent Community Bankers of America October 14, 2014 Cliston V. “Doc” Bodine, III, Speaker

ANNUAL CEO/DIRECTORS CONFERENCE & LEADERSHIP BANKER DEVELOPMENT MEETING

Community Bankers of West Virginia October 10, 2014 Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE THROUGH CORPORATE TRANSACTIONS – ONLINE SEMINAR

Graduate School of Banking at Wisconsin October 7 & 9, 2014 Greyson E. Tuck, Speaker

REGULATION E MADE EASY

WIB Educational Summit September 24, 2014 Greyson E. Tuck, Speaker

ICBA LEADERSHIP CONFERENCE

Independent Community Bankers of America September 22-23, 2014 Greyson E. Tuck, Speaker Cliston V. “Doc” Bodine, III, Speaker

RESOLVING AN UNEXPECTED COMPLIANCE EMERGENCY

Independent Community Bankers of Colorado September 20, 2014 Greyson E. Tuck, Speaker

EFFECTIVE BOARD LEADERSHIP

Independent Community Bankers of Colorado September 20, 2014 Greyson E. Tuck, Speaker

COMMUNITY BANK SURVIVAL GUIDE: YOU MUST CHANGE!

Independent Bankers of Colorado / IBC Education Foundation 41st Annual Convention Vail Marriott Mountain Resort, Vail, Colorado September 18 – 20, 2014 Philip K. Smith, Speaker Greyson E. Tuck, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION

On-line Seminar Graduate School of Banking – Wisconsin September 11, 2014 Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

On-line Seminar Graduate School of Banking – Wisconsin September 11, 2014 Philip K. Smith, Speaker

IT’S TIME FOR SUBCHAPTER S

On-line Seminar Graduate School of Banking – Wisconsin September 10, 2014 Philip K. Smith, Speaker

IT’S TIME FOR SUBCHAPTER S

On-line Seminar Graduate School of Banking – Wisconsin September 10, 2014 Philip K. Smith, Speaker

BUILDING SHAREHOLDER VALUE: MERGER AND ACQUISITION OPPORTUNITIES

Workshop on Community Bank Investment & Asset Liability Management Graduate School of Banking at Colorado The Bellagio, Las Vegas September 5, 2014 Jeffrey C. Gerrish, Speaker

CAPITAL PLANNING, IPOs AND BANK VALUATION

Workshop on Community Bank Investment & Asset Liability Management Graduate School of Banking at Colorado The Bellagio, Las Vegas September 5, 2014 Jeffrey C. Gerrish, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE Pacific Coast Banking School

Pacific Coast Banking School Bellevue, Washington August 25 – 29, 2014 Philip K. Smith, Instructor Greyson E. Tuck, Instructor

REGULATION E MADE EASY

Independent Community Bankers of America Audio Conference August 19, 2014 Greyson E. Tuck, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE COMMUNITY BANK STRATEGIES FOR EACH

Financial Education & Development, Inc. August 18, 2014 Jeffrey C. Gerrish, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE KEY STRATEGIES FOR EACH SCENARIO

Alabama Bankers Association 2014 CEO, Executive Management & Alabama Directors’ College The Grand Hotel, Point Clear, Alabama August 14 – 16, 2014 Philip K. Smith, Speaker

EFFECTIVE STRATEGIC PLANNING

Webinar Independent Community Bankers of America August 12, 2014 Cliston V. “Doc” Bodine, III, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Graduate School of Banking at Madison, Madison, Wisconsin August 4 – 6, 2014 Philip K. Smith, Instructor

ICBA MERGER & ACQUISITION WORKSHOP

The Broadmoor, Colorado Springs, CO August 6-7, 2014 Jeffrey C. Gerrish, Speaker Greyson E. Tuck, Speaker

ICBA CHAIRMAN’S FORUM

The Broadmoor, Colorado Springs, CO August 4-5, 2014 Jeffrey C. Gerrish, Speaker Greyson E. Tuck, Speaker

STATE OF COMMUNITY BANKING: A YEAR IN REVIEW

WebEquity Mini-Conference July 25, 2014 Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE WITH OR WITHOUT SALE

Graduate School of Banking at Colorado July 21-23, 2014 Greyson E. Tuck, Instructor

EMERGING LEADERS CONFERENCE

Independent Community Banks of America July 10-11, 2014 Greyson E. Tuck, Speaker

THE STATE OF BANKING

ICBA Audio Conference June 26, 2014 Jeffrey C. Gerrish

BETTER BANK GOVERNANCE: BENEFITS OF A FORMAL STRATEGIC COMMITTEE

Webinar Western Independent Bankers June 10, 2014 Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE

Southwestern Graduate School of Banking, Southern Methodist University, Dallas, Texas June 2 – 4, 2014 Philip K. Smith, Instructor

BUSINESS OF BANKING

Barret School of Banking May 18, 2014 Greyson E. Tuck, Speaker

EFFECTIVE BOARD LEADERSHIP

Pennsylvania Association of Community Bankers May 15, 2014 Greyson E. Tuck, Presenter

UNDERSTANDING LEADERHSIP SUCCESSION PLANNING COMMUNITY BANK LEADERSHIP ACADEMY

Community Bankers Association of Georgia Idle Hour Country Club, Macon, GA May 15, 2014 Jeffrey C. Gerrish, Speaker

THE SOUTHEASTERN BANK CHAIRMAN’S SUMMIT

Community Bankers Association of Georgia Georgian Club, Atlanta, GA May 14, 2014 Jeffrey C. Gerrish, Speaker Philip K. Smith, Speaker

6TH ANNUAL BANK DIRECTORS’ AND EXECUTIVE MANAGEMENT CONFERENCE

Community Bankers Association of Georgia Cobb Performing Arts Center, Atlanta, GA May 13, 2014 Philip K. Smith, Speaker

DIRECTORS SERIES: 10 COMMANDMENTS FOR DEALING WITH REGULATORS

Financial Education & Development, Inc. May 13, 2014 Jeffrey C. Gerrish, Speaker

DIRECTORS’ COLLEGE

Community Bankers of West Virginia Charleston Marriott Town Center, Charleston, WV May 7, 2014 Philip K. Smith, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE KEY STRATEGIES FOR EACH SCENARIO

Indiana Bankers Association Mega Conference Indianapolis, IN April 29, 2014 Philip K. Smith, Speaker

THE ROLE OF DIRECTORS IN COMPLIANCE

Webinar Independent Community Bankers of America April 22, 2014 Cliston V. “Doc” Bodine, III, Speaker

FORMING AND MAXIMIZING THE BENEFITS OF THE BANK HOLDING COMPANY

Webinar Western Independent Bankers April 15, 2014 Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE THROUGH CORPORATE TRANSACTIONS

Graduate School of Banking at Wisconsin March 25 & 27, 2014 Greyson E. Tuck, Presenter

SUBCHAPTER S CONVERSION IN COMMUNITY BANKS: ISSUES AND ANSWERS

Financial Education & Development, Inc. March 20, 2014 Jeffrey C. Gerrish, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION

On-line Seminar Graduate School of Banking – Wisconsin March 19, 2014 Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS

On-line Seminar Graduate School of Banking – Wisconsin March 19, 2014 Philip K. Smith, Speaker

TOUGH QUESTIONS, REAL ANSWERS AND FREE ADVICE

ICBA 2014 National Convention Hilton Hawaiian Village, Honolulu, HI March 5, 2014 Jeffrey C. Gerrish, Speaker Philip K. Smith, Speaker

THE COMMUNITY BANK’S SUCCESS GUIDE: HOW TO BE SUCCESSFUL IN THE FUTURE

ICBA 2014 National Convention Hilton Hawaiian Village, Honolulu, HI March 4, 2014 Jeffrey C. Gerrish, Speaker

BUY, SELL OR REMAIN INDEPENDENT: THREE KEY STRATEGIES FOR EACH SCENARIO

ICBA 2014 National Convention Hilton Hawaiian Village, Honolulu, HI March 3, 2014 Philip K. Smith, Speaker

IT’S TIME FOR SUBCHAPTER S

On-line Seminar Graduate School of Banking – Wisconsin February 26, 2014 Philip K. Smith, Speaker

DIRECTOR PEER GROUP ON RISK MANAGEMENT

ABA/National Conference for Community Bankers 2014 Convention J W Marriott Desert Ridge, Phoenix, AZ February 17, 2014 Jeffrey C. Gerrish, Speaker

THE ROLE OF THE BANK DIRECTOR TO ENHANCE SHAREHOLDER VALUE / THE COMMUNITY BANK SURVIVAL GUIDE: HOW TO SURVIVE AND THRIVE IN A CHANGING ENVIRONMENT

Community Bankers of Michigan Bank Directors’ College Bath, MI February 13, 2014 Philip K. Smith, Speaker

THE REQUIREMENTS OF REGULATION O

Webinar Independent Community Bankers of America January 28, 2014 Cliston V. “Doc” Bodine, III, Speaker

IS YOUR STRATEGIC PLANNING A WASTE OF TIME

Community Bankers Association of Illinois Directors’ College Springfield, IL. January 16, 2014

IS YOUR STRATEGIC PLANNING A WASTE OF TIME

Community Bankers Association of Illinois Directors’ College Springfield, IL. January 16, 2014 Jeffrey C. Gerrish, Speaker