BROCHURE PRINTING SPONSORED BY #TBAannualmeeting

Transcription

#TBAannualmeeting
Brochure printing sponsored by
June 5–7, 2016
S un d ay, J u ne 5
9:00 – 9:30 a.m.
3:00 – 5:45 p.m.
3:00 – 5:45 p.m.
6:00 – 7:30 p.m.
Mo nd ay, J u ne 6
7:00 – 7:30 a.m.
7:30 – 11:30 a.m.
7:30 – 8:30 a.m.
8:30 a.m.
8:30 – 11:30 a.m.
11:30 a.m. – 1:00 p.m.
1:00 p.m.
9:00 – 10:30 p.m.
Tues day, J u ne 7
|
Belmond Charleston place
|
c h a r l e s t o n , SC
Agenda
Morning Devotional – Drayton
Led by Jon Goodson, Financial Products and Services, Inc, Nashville
Registration in Exhibit Hall – Cypress/Dogwood/Live Oak
Submit your Banquet Exchange Coupon for table seating at Tuesday’s banquet
Refreshments in Exhibit Hall
Sponsored by American Bankers Association
Chairman’s Reception – Magnolia/Willow
Sponsored by Olsen Palmer, Washington, DC
Coffee with the Commissioner – Pavilion
Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions
Submit your Banquet Exchange Coupon for table seating at Tuesday’s banquet
Exhibits Open/Continental Breakfast – Cypress/Dogwood/Live Oak
Sponsored by ICBA Bancard and TCM Bank, Washington, DC
Gospel Singers Voices of Deliverance to Open General Session
Business Session – Magnolia/Willow
Exhibits Open/Light lunch – Cypress/Dogwood/Live Oak
Golf Tournament – Harbor Course at Wild Dunes
Transportation will depart from Bell Stand area at noon.
Sponsored by Pathway Lending, Nashville, TN
Boxed lunches sponsored by Travelers, Charlotte, NC
Pre-registration required
Dessert Reception – Riviera Theater
Sponsored by Investors Title Insurance Company, Chapel Hill, NC
Dessert reception music sponsored by Alexander Thompson Arnold, PLLC, Milan, TN
7:00 – 7:30 a.m.
The Top Five Areas of Focus for Bank CEOs and Directors – Pavilion
Presented by Jason Caskey and Bill Bossong, Elliott Davis Decosimo, Franklin, TN
7:30 – 11:30 a.m.
7:30 – 8:45 a.m.
Exhibits Open/Continental Breakfast
Sponsored by ICBA Bancard and TCM Bank, Washington, DC
8:45 – 11:30 a.m.
Business Session – Magnolia/Willow
9:30 – 10:30 a.m.
Horse Drawn Carriage Ridges/Spouses and Guests – Hassell Street entrance of hotel
Sponsored by Citizens National Bank, Sevierville
11:30 a.m. – 1:00 p.m. Exhibits Open/Light lunch – Cypress/Dogwood/Live Oak
Sponsored by Raymond James, Memphis, TN
12:50 p.m.
Grand Prize Giveaway in Exhibit Hall
Sponsored by First National Banker’s Bank and FNBB Capital Markets, Birmingham, AL
2:00 – 3:30 p.m.
Harbor Cruise – Transportation will depart from Bell Stand area at 1:30 p.m.
Sponsored by Elliott Davis Decosimo, Franklin, TN
6:00 p.m.
Reception – Grand Hall
Sponsored by Federal Home Loan Bank of Cincinnati, Cincinnati, OH
7:00 p.m.
Banquet/Entertainment – Live Oak/Magnolia/Willow Banquet sponsored by Financial Products and Services, Inc, Nashville, TN
Banquet wine sponsored by Mauldin & Jenkins CPA, LLC, Chattanooga, TN
Banquet centerpieces sponsored by Pugh CPAs, Knoxville, TN
Exhibits—Cypress/Dogwood/Live oak
20. Computer Services, Inc, Paducah, KY
21. Holtmeyer & Monson, Memphis, TN
22. KraftCPAs PLLC, Nashville, TN
23. PYA, Knoxville, TN
24. Works24, Edmond, OK
25. Eclipse Brand Builders, Suwanee, GA
26. NFP Executive Benefits, Brentwood, TN
27. National Payment Systems, Greenbrier, TN
28. CNA, Atlanta, GA
29. Jack Henry Banking, a division of Jack Henry
and Associates, Monett, MO
30. Federal Home Loan Bank of Cincinnati,
Cincinnati, OH
31. Affinion Group, Franklin, TN
32. Construction Consultants, Chattanooga, TN
33. BrandPoint Design, Brookfield, WI
34. SHAZAM Network, Collierville, TN
35. Ascensus, Inc, Brainerd, MN
36. Promontory Interfinancial Network, LLC, Arlington, VA
1. Office of the Comptroller of the Currency,
Washington, DC
2. Travelers, Charlotte, NC
3. Crescent Mortgage Company, Knoxville, TN
4. Financial PSI, Nashville, TN
5. Investors Title Insurance Company, Chapel Hill, NC
6. Ncontracts, Brentwood, TN
7. Professional Bank Services, Inc, Brentwood, TN
8. AmTrust North America, Cleveland, OH
9. Bank Financial Services Group, Inc, Nashville, TN
10. Level 5, Atlanta, GA
11. Mauldin & Jenkins CPA, LLC, Chattanooga, TN
12. Meyer-Chatfield Corporation, Nashville, TN
13. Bankers Healthcare Group, LLC, Syracuse, NY
14. Valuation Compliance Services, LLC, Arrington, TN
15. NetGain Technologies, Chattanooga, TN
16. SIB Fixed Cost Reduction, Charleston, SC
17. Harland Clarke, San Antonio, TX
18. Ellsworth Systems, LLC, Franklin, TN
19. High Cotton, Birmingham, AL
S e r v i c e Ha l l
T B A R e g i s t r at i o n
and Food and Beverage
Business
Sessions
W i l l o w / Ma g n o l i a
Cypress/Dogwood
L i v e Oa k
Entrances
36
King Street
35
34
33
32
31
exhibit
Ha l l
La y o u t
Business Sessions
M o n d ay, J u n e 6
Magnolia/Willow
8:30 a.m. Gospel Singers to Open General Session
Voices of Deliverance, Charleston, SC
Verble
Sullivan
Agee
Rieniets
8:45 a.m. Welcome
David Verble, Chairman, Tennessee Bankers Association,
President/CEO, Citizens National Bank, Sevierville, TN
9:00 a.m. Transforming Banking from the Inside–Out:
Building a Culture that Drives Performance
Moderated by Joe Sullivan, CEO, Market Insights, Inc, Chicago, IL
Panelists: Jeff Agee, Chairman/CEO, First Citizens National Bank, Dyersburg, TN
and Jim Rieniets, President/CEO, InsBank, Nashville, TN
10:00 a.m. Coffee Break
Sponsored by Clarity Appraisal Management, LLC, Nashville, TN
Heitkamp
Darwin
10:15 a.m. ICBA Update
R. Scott Heitkamp, ICBA Chairman-elect, President/CEO, ValueBank Texas,
Corpus Christi, TX
10:30 a.m. Garden & Gun: Celebrating the Soul of the South
Rebecca Wesson Darwin, Founder/CEO, Garden & Gun, LLC, Charleston, SC
11:30 a.m. Adjourn
T ue s d ay, J un e 7
Verble
Seifried
Willson
Verble
Oppenheimer
Magnolia/Willow
8:45 a.m. Welcome
9:00 a.m. Economic Outlook: The Economy in 2016
Dr. Edmond J. Seifried, Co-Chairman, Seifried & Brew, LLC, Bethlehem, PA
9:50 a.m. ABA Update
Paul Willson, ABA Government Relations Chairman, and Chairman,
Citizens National Bank, Athens, TN
10:10 a.m. Coffee Break
Sponsored by NetGain Technologies, Chattanooga, TN
10:30 a.m. Chairman’s Report and Election of Officers
10:45 a.m. Understanding the Fundamentals: Keeping the 2016 Presidential
Campaign from Feeling like a Rollercoaster Ride
Bruce I. Oppenheimer, Professor of Political Science,
Vanderbilt University, Nashville, TN
11:30 a.m. Adjourn
Activities & Events
S un day, J u ne 5
Morning Devotional
TBA will host a Sunday morning devotional led by Jon Goodson
of Financial PSI. Everyone is welcome.
Time: 9:00–9:30 a.m.
Location: Drayton
Chairman’s Reception
Join us for a reception honoring David Verble for his leadership as
TBA chairman in 2015-2016.
Time: 6:00–7:30 p.m.
Location: Magnolia/Willow
Sponsor: Olsen Palmer, Washington, DC
Registration/Refreshments in Exhibit Hall
After you pick up your registration information, stop in the trade
show for refreshments, and show your appreciation to the vendors
for their participation. You will pick up valuable tips on how to
improve your bank’s productivity with their products and services.
Time: 3:00–5:45 p.m.
Location: Cypress/Dogwood/Live Oak
Donna Kidd and Chairman David Verble
MERGERS & ACQUISITIONS
Activities & Events
M onday, J u ne 6
Golf Tournament
Designed by Tom Fazio, the Harbor Course is known for its
challenging design and beautiful views, and most of all, water.
From lagoons and salt marshes to the Intracoastal Waterway, this
varied golf course will test all aspects of your game. Transportation
will be provided from Bell Stand area of hotel beginning at noon.
Pre-registration is requested as space is limited.
Coffee with the Commissioner
Please join us for a few minutes with the
Tennessee Department of Financial Institutions
Commissioner Greg Gonzales. Bankers will
have the opportunity to engage with the
Commissioner in an informal Q&A session.
Time: 7:00–7:30 a.m.
Location: Pavilion
Gonzales
Light Breakfast in Exhibit Hall
Coffee, juice and pastries will be available for those who want to
visit with vendors before the General Session.
Time: 1:00 p.m. Shotgun Start
Location: Harbor Course at Wild Dunes
Sponsor: Pathway Lending, Nashville, TN
Boxed Lunches Sponsor: Travelers, Charlotte, NC
Time: 7:30–8:30 a.m.
Light Lunch in Exhibit Hall
A light lunch will be available for those visiting the trade show.
Time: 11:30 a.m.–1:00 p.m.
Harbor Course at Wild Dunes Resort
Dessert Reception
One of the favorite events at the TBA Annual Meeting is the
dessert reception. Please join us at the Riviera Theater across the
street from the hotel for some after-dinner drinks and sweets.
Time: 9:00–10:30 p.m.
Location: Riviera Theater
Sponsor: Investors Title Insurance Company, Chapel Hill, NC
Dessert Reception Music Sponsor: Alexander Thompson
Arnold, PLLC, Milan, TN
Tuesday, J u ne 7
The Top Five Areas of Focus for Bank CEOs and Directors
Join Jason Caskey, CPA, Financial Services Practice Leader, and
Bill Bossong, Financial Services Consulting Leader, of Elliott
Davis Decosimo, Franklin, TN, as they explore the top five
areas bank management teams should focus on as they lead their
institution forward. This presentation will forge meaningful
insight into areas that impact capital and strategic planning for
community banks.
Time: 7:00–7:30 a.m.
Location: Pavilion
Light Breakfast in Exhibit Hall
Coffee, juice and pastries will be available for those visiting the
vendors before the General Session.
Time: 7:30–8:45 a.m.
Horse-Drawn Carriage Rides
- Spouse/Guest Event
While bankers are catching up
on the latest industry news,
spouses and guests can take a
relaxing horse-drawn carriage ride
through the streets of Charleston,
Horse-drawn carriage rides
compliments of our sponsor,
TBA Chairman David Verble and
Citizens National Bank in Sevierville. Carriages will load
at the Hassell Street entrance of the hotel beginning at 9:30 a.m.
Pre-registration is required as space is limited.
Time: 9:30–10:30 a.m.
Location: Hassell Street entrance of hotel
Sponsor: Citizens National Bank, Sevierville
With a 360° perspective,
our financial services team is
with you every step of the way.
More than 125 banks in the Southeast depend
on Elliott Davis Decosimo for personal attention,
industry experience and services, including
external and internal audit, SEC reporting, M&A
consulting, taxation and compliance. Our financial
services practice is more than 100 professionals
strong, with a 60-year reputation for helping
banks operate stronger, wiser, better. Let us help
you move forward.
Georgia
|
North Carolina
|
Ohio
|
South Carolina
|
Te n n e s s e e
|
Virginia
|
elliottdavis.com
Activities & Events
Tuesday, J u ne 7
continued
Light Lunch & Prize Drawings in Exhibit Hall
A light lunch sponsored by Raymond James will be available in
the Exhibit Hall for those visiting the trade show. First National
Banker’s Bank/FNBB Capital Markets, Birmingham, AL, will
provide the $1,000 Grand Prize, and many exhibitors will give
away prizes of their own. Prize drawings begin at 12:50 p.m.
You must be present in the Exhibit Hall to win.
Time: 11:30 a.m.–1:00 p.m.
Lunch Sponsor: Raymond James, Memphis, TN
Grand Prize Sponsor: First National Banker’s Bank and
FNBB Capital Markets, Birmingham, AL
Harbor Cruise
Join sponsors Elliott Davis Decosimo for a 90-minute cruise
around Charleston Harbor where you will enjoy refreshments
and the beautiful view of the city aboard the Spirit of Carolina.
Transportation will be provided beginning at 1:30 p.m. from
the bell stand area of the hotel. Pre-registration and nominal fee
required as space is limited.
Time: 2:00–3:30 p.m.
Location: Buses depart from Bell Stand area of hotel
beginning at 1:30 p.m.
Sponsor: Elliott Davis Decosimo, Franklin, TN
Grand Prize sponsored by FNBB
F inancial PSi – Your Business Is Our Business
Financial Products & Services, Inc, provides high-quality insurance products at an
affordable price, with the individual attention you need. Our product portfolio allows
you to select from a variety of coverage options to meet your specific needs.
Your Source for:
Directors’ & officers’ coverage
Financial institution bonds
Property & casualty products
Group medical & life insurance
Visit us at Booth #4 in the Exhibit Hall!
Group & individual disability insurance
Group dental
Contact your local FinancialPSI insurance
representative today to find out how these products
may benefit your bank and your customers.
Jon Goodson
West Tennessee
(901) 428-1807
Hubert Moore
Middle Tennessee
(615) 244-5100
Ted Frizen
East Tennessee
(865) 769-8649
Brian Mobley
President
(615) 244-5100
Closing Reception
Join your fellow bankers and spouses for the final reception of
the convention and capture the 126th Annual Meeting with a
professional portrait. Tumbleston Photography will set up to take
complimentary portraits of individual bankers and/or their families.
Time: 6:00–7:00 p.m.
Location: Grand Hall
Reception Sponsor: Federal Home Loan Bank of Cincinnati,
Cincinnati, OH
Photographs Sponsor: SHAZAM Network, Collierville, TN
Banquet and Entertainment
After an unforgettable banquet and dinner, you won’t be able to
keep your seat as Jason D. Williams showcases his take-no-prisoners
approach to performing country and rock ‘n’ roll classics on the piano.
Time: 7:00 p.m.
Location: Live Oak/Magnolia/Willow
Banquet Sponsor: Financial Products and Services, Inc,
Nashville, TN
Wine Sponsor: Mauldin & Jenkins CPA, LLC,
Chattanooga, TN
Centerpiece Sponsor: Pugh CPAs, Knoxville, TN
Ban q u e t E nt e rta i n m e n t
This year’s banquet features
rockin’ piano man, Jason D.
Williams. Williams has been
performing country and rock ‘n’
roll for decades, and is known for
his energetic shows, where no two
performances are alike. He has spent
a lifetime behind the piano connecting
with country and rock ‘n’ roll greats,
while creating a persona that’s 100
percent original.
At the age of 16, Williams left his tiny hometown
of El Dorado, AR, to perform in northeast
Massachusetts. He went solo in the late 1980s
and found a steady home at Mallards in the Peabody
Hotel in Memphis, TN. When a snowstorm stranded
him a few steps from the Peabody door, he quickly
attracted a following and the rest, as they say,
is history.
P ortrai ts
Remember the 126th Annual Meeting with a professional
portrait. A photographer will be set up near the reception
area to take complimentary photos of bankers and their
families. Sponsored by SHAZAM Network.
Reserv ed ban qu et Seati n g
TBA will offer reserved seating at the Tuesday, June
7, banquet. For those eligible to attend the banquet,
a banquet exchange coupon will be included in
your packets for each eligible attendee. Please have
someone from your group/family bring the exchange
coupon to the registration desk on Sunday or Monday
during registration desk hours to choose your seat
at the banquet. You will be given a card with your
table number at that time. Please bring the card to the
banquet in order to claim your spot at the table.
General Convention Info
T B A R e g i str at i o n D e sk
Cypress/Dogwood/Live oak
June 5, 3:00–5:45 p.m.
D o w n l o a d th e A n n u a l M e e t i n g
Ev e n t App
June 6, 7:30–11:30 a.m.
Enjoy custom schedules, exhibitor info,
local activities, and much more!
June 7, 7:30–11:30 a.m.
redeem code: TBAannualmeeting
E x h i b i t H a l l S ch e d u l e
Learn more at:
www.guidebook.com
June 5, 3:00–5:45 p.m.
Sponsored by:
Banc Compliance Group, Inc, Franklin, TN
Cypress/Dogwood/Live oak
June 6, 7:30–8:30 a.m. & 11:30 a.m.–1:00 p.m.
June 7, 7:30–8:45 a.m. & 11:30 a.m.–1:00 p.m.
June 7, Grand Prize Drawing–12:50 p.m.
(must be present to win)
Dr e ss C o d e
Resort casual attire is appropriate for the TBA
business sessions and Sunday and Monday night
events. Business attire is suggested for Tuesday
evening’s activities.
While markets have changed over the generations,
MAKING OUR CUSTOMERS A PRIORITY
has not. Whether you want to buy, issue, or sell securities, need help managing your balance
sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services,
precisely tailored to your needs.
Learn more at www.ftnfinancial.com
FTN Financial Group, FTN Financial Capital Markets, and FTN Financial Portfolio Advisors are divisions of First Tennessee Bank National Association (FTB). FTN Financial Securities Corp (FFSC), FTN Financial Main Street
Advisors, LLC, and FTN Financial Capital Assets Corporation are wholly owned subsidiaries of FTB. FFSC is a member of FINRA and SIPC—http://www.sipc.org/. FTN Financial Group, through FTB or its affiliates, offers
investment products and services. Investment Products are not FDIC insured, have no bank guarantee and may lose value.
2 0 1 5 - 2 0 1 6 Off i c e r s & D i r e c t o r s
C h a i rm a n
C h a i rm a n - e l e ct
V i c e C h a i rm a n
President
President and CEO
Citizens National Bank
Sevierville
President and CEO
The Hardin County Bank
Savannah
President
Franklin Synergy Bank
Murfreesboro
Tennessee Bankers Association
Nashville
David C. Verble
Gordon Majors
Lee M. Moss
Colin Barrett
D i r e ct o rs
J. Lee Stewart, President/CEO, Southern Heritage Bank, Cleveland
M. Terry Turner, President/CEO, Pinnacle Bank, Nashville
H. McCall Wilson, Jr, President/CEO, The Bank of Fayette County, Piperton
R. Lynn Shipley, Jr, President/CEO, TriSummit Bank, Kingsport
Phillip L. Crawford, President/CEO, First Farmers and Commercial Bank, Pikeville
Michael E. Cary, President/CEO, Carroll Bank and Trust, Huntingdon
Michael Kramer, President/COO, FSGBank, NA, Chattanooga
Betty Sue Hibdon, President/CEO Emeritus, Citizens Bank, Hartsville
D. Bryan Jordan, President/CEO, First Tennessee Bank, NA, Memphis
P a st C h a i rm e n – E x - Off i c i o D i r e ct o rs
Anderson “Andy” L. Smith, Senior Vice President/East Tennessee Regional President, HomeTrust Bank, NA, Morristown
Jeff Agee, President/CEO, First Citizens National Bank, Dyersburg
William B. Marsh, Chairman/CEO, First Commerce Bank, Lewisburg
D i v i s i o n C h a i rm e n – E x - Off i c i o D i r e ct o rs
Independent Bankers Division
Phillip Renfroe, President/CEO, Community Bank, Lexington
Young Bankers Division
Chris Schlueter, Vice President, FirstBank, Nashville
Correspondent Bank Division
Ronald G. Smith, Mid-America Regional President, Regions Bank, Nashville
ABA State Chairman
John Jordan, Area President, The Community Bank of East Tennessee, a division of Southern Bank of Tennessee, Clinton
ICBA State Chairman
Thomas Bates, Jr, President/COO, Legends Bank, Clarksville
Financial Products & Services, Inc, Chairman
John Muse, Chairman/President/CEO, Farmers State Bank, Mountain City
Government Relations Committee Chairman
R. Molitor Ford, Jr, Vice Chairman/CEO, Commercial Bank & Trust Co, Memphis
Thank You to Our Sponsors
P l at i n u m
Elliott Davis Decosimo, LLC, Franklin, TN—Harbor Cruise
Financial Products and Services, Inc, Nashville, TN—Banquet
FTN Financial, Memphis, TN—TBA Board Dinner
Investors Title Insurance Company, Chapel Hill, NC—Dessert Reception
Olsen Palmer, Washington, DC—Chairman’s Reception
Gold
Citizens National Bank, Sevierville, TN—Carriage Rides
Crowe Horwath LLP, Franklin, TN—Guest Room Keys
Federal Home Loan Bank of Cincinnati, Cincinnati, OH—Closing Banquet Reception
ICBA Bancard and TCM Bank, Washington, DC—Continental Breakfasts
Pathway Lending, Nashville, TN—Golf Tournament and Private Reception
Raymond James, Memphis, TN—Lunch in Exhibit Hall
S i lv e r
Alexander Thompson Arnold, PLLC, Milan, TN—Dessert Reception Music
Banc Compliance Group, LLC, Franklin, TN—Mobile App
Clarity Appraisal Management, LLC, Nashville, TN—Monday Coffee Bar
Earl R. Whaley and Company, Alcoa, TN, and Mountain Life Insurance Company,
Alcoa, TN—Brochure Printing
First National Banker’s Bank/First National Banker’s Bank Capital Markets,
Birmingham, AL—Pens and Grand Prize Giveaway
Helms Briscoe, Atlanta, GA—TBA Board Dinner
KraftCPAs PLLC, Nashville, TN—Pocket Agenda-at-a-Glance
Mauldin & Jenkins CPA, LLC, Chattanooga, TN—Banquet Wine
NetGain Technologies, Chattanooga, TN—Tuesday Coffee Bar
Pugh CPAs, Knoxville, TN—Banquet Centerpieces
SHAZAM Network, Collierville, TN—Professional Photographs
Bronze
American Bankers Association, Washington, DC—Refreshments at Registration
Bankers Healthcare Group, LLC, Syracuse, NY—Printed Registration List
CenterState Bank, Brentwood, TN—Bottled Waters
PYA, Knoxville, TN—Note Pads
ServisFirst Bank, Birmingham, AL—Tote Bags
S&P Global Market Intelligence, Charlottesville, VA—General Sponsor
Travelers, Charlotte, NC—Golfers’ Boxed Lunches
HELMSBRISCOE

BROCHURE PRINTING SPONSORED BY #TBAannualmeeting

Transcription

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