2019Senior Retail Banking Officer ForumsSession 1: March 20, 2019Session 2: August 14, 2019Session 3: November 14, 2019TBA Barrett Training Center, Nashville

TNBankers.org

The Senior Retail Banking Officer Forums afford a platform for retail banking officers to exchange ideas freely and examine pressing issues in today’s ever-evolving regulatory, cost-conscious, and productivity-driven environment. Designed for individuals who are responsible for retail banking issues in their institutions, the Senior Retail Banking Officer Forums meet three times annually at the TBA headquarters. The agenda for each session will flow based on feedback from forum participants. As necessary, subject matter experts will be invited in to focus on specific issues and topics based on responses from the forum members.

Benefits of the Forums• Improve your effectiveness as a retail banking officer• Discuss current industry challenges with others in retail

banking• Network and form lasting relationships with other retail

banking officers/operations officers• Solve your most pressing problems• Obtain access to highly respected industry experts• Grow professionally as well as personally• Discuss with peers what works and what doesn’t

How the Forums Work• The forums will meet three times• Several topics are discussed at each session, and

participants are strongly encouraged to suggest topics of interest at each session

• Forum participants get the benefit of working with seasoned facilitators on a cost-saving basis

• Resources and documents based on forum topics are part of each session’s discussions

Possible Topics• Current Tennessee retail banking challenges

—from operations to regulations and e-banking• Building a retail banking branch and culture• Current challenges with growing the retail branch• Staffing and employee development• Emerging trends in retail delivery• Partnering with key vendors and service providers• Impacting sales and service delivery strategies• E-banking products and services• Balancing regulatory and compliance with growing the

branch

Program Instructor/FacilitatorDianne Barton is the founder and president of Performance Solutions, Inc. As a former banker, Barton is recognized for her services—including strategic planning, leadership and management development, regulatory and compliance implementations, retail growth strategies, and sales and service culture development—is recognized for providing real-world solutions by both regional and community banks. Before founding Performance Solutions in 1983, she held senior positions with BankSouth Corporation, the IRS, and John H. Harland Company. A graduate of Georgia State University, Barton is on the faculty of several banking schools.

2 WAYS TO REGISTER!

1. Register online at www.TNBankers.org with a credit card or ACH.

2. Mail this form with a check to the address below.

Senior Retail Banking Officer Forum

1. Name _________________________________ Nickname _______________________

Title ___________________________________________________________________

Email ___________________________________________________________________________________

2. Name _________________________________ Nickname _______________________

Title ___________________________________________________________________

Email ___________________________________________________________________________________

Company __________________________________________________________________________________

Address ___________________________________________________________________________________

City _______________________________________________ State ___________ Zip ____________________

Contact ___________________________________________________________________________________

Phone _______________________________________ Email ________________________________________

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Include last 4 digits for educational tracking

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RETURN COMPLETED FORM & PAYMENT TO:Tennessee Bankers AssociationATTN: Sheena Frech211 Athens Way, Ste 100Nashville, TN 37228-1381Phone: 615-244-4871 or 800-964-5525

2019 Senior Retail Banking Officer ForumsProgram Fees

The cost of membership in the annual forums is $1,200 and includes all three 2019 sessions. Registration deadline is March 6. Anyone added to the forums after that date will incur an additional $100 late fee. Institutions withdrawing after that date will forfeit payment. Substitutions are welcome. Fee covers instructional materials, continental breakfast, refreshment breaks, and lunch for each forum. No written confirmation of program registration will be sent from the TBA.

To request more information, contact: Sheena FrechDirector of Educationsfrech@TNBankers.org

Schedule 8:30 a.m. Registration/Continental breakfast9:00 a.m. Program beginsNoon Lunch1:00 p.m. Program resumes3:00 p.m. Adjourn

This meeting location is a designated nonsmoking facility & property.

Additional InformationNo advance preparation or prerequisites required

Visit TNBankers.org/education/events for information on hotels, attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy.

Session 1: March 20, 2019Session 2: August 14, 2019Session 3: November 14, 2019TBA Barrett Training Center211 Athens Way, Ste 100Nashville, TN 37228-1381

Session 1: March 20, 2019Session 2: August 14, 2019Session 3: November 14, 2019TBA Barrett Training Center, Nashville

Continuing Education CreditAttendees qualify for 5.5 hours of Continuing Professional Education (CPE) credit per session in the area of Specialized Knowledge.

TBA Members / Associate Members

Registration for all three sessions $1,200

After March 6, 2019 $1,300

TBA Members / Associate Members

Registration – Includes all three sessions $1,200

After March 6, 2019 $1,300

800-964-5525 or 615-244-4871 or TNBankers.org