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PROFESSIO
NAL DEV
ELOPMEN
T
DIREC
TORY
2011
PROgRAM DESCRIPTIONS
REgISTRATION INFORMATION
2011 CALENDAR
2011 At-A-GlAnce cAlendAr2
* Federal Reserve Holidays
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30
31 1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21* 22 23 24 25 26
27 28
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
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29 30* 31
1*
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17* 18 19 20 21 22
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30
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31
25 26 27 28 29
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
S M T W T F S
S M T W T F S
S M T W T F S
S M T W T F S
S M T W T F S
S M T W T F S
june
February
april
may
January
march
Senior Lender Forums
Mastering HMDA
CEO Forums
LegislativeReception
CreditConference
CFO/Controller Forums
The Southeastern School of Adv Comm Ldg Branch
Manager
Ess Comm Lending
Truth-In-Lending Act / Regulation Z Update
The Southeastern School of Consumer CreditBasic IRA Seminar
Human Resources Conference
Call Report
BSA School
Safe Deposit Box Compliance
Strategic Technology Conference
Secured Loan Documentation
Leadership Convention
TN Deposit Account Administration
Intro to Banking
2011 Washington Visit
Facing the FrontlineSr Comp Off Forums
CEO Forums
ID Theft
The Southeastern School of Commercial Lending
121st tBA Annual Meeting
Regulatory Compliance Program
TBD - Day on Hill
Small Biz Loan Repymt
Deposit Compliance Update
Sr Comp Off Forums
Branch Manager
Senior Lender Forums CFO/Controller Forums
Fundamentals of Compliance
Marketing Strategy
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26* 27 28 29 30 31
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
1
2 3 4 5 6 7 8
9 10* 11 12 13 14 15
16 17 18 19 20 21 22
23
30
24
31
25 26 27 28 29
1 2 3 4 5
6 7 8 9 10 11* 12
13 14 15 16 17 18 19
20 21 22 23 24* 25 26
27 28 29 30
1 2
3 4* 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24
31
25 26 27 28 29 30
1 2 3
4 5* 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
3
S M T W T F S
S M T W T F S
S M T W T F S
S M T W T F S
S M T W T F S
S M T W T F S
december
august
october
November
july
september
* Federal Reserve Holidays
The Southeastern School of Banking I & II
Sr Comp OffForums
Compliance with Federal Lending RegsCEO Forums
Training the Credit Analyst
Basic Consumer Underwriting
BSA/AML Compliance Management
Community Bank Directors Conf
Training Toolkit
Senior Lender Forums
Regulatory Compliance Program
Opening New Accounts in Tennessee
Independent Bankers Division
Convention
Analyzing Business Tax Returns and Statements
Bank Sec & Risk Mgmt Conf
IRA Update & Review
IRA Update & Review
TBD - Trust & Wealth Mgmt Conf
Branch Manager
Branch Manager
SE IRA Institute
Analyzing Personal Stmts and Tax Returns
CFO/Controller Forums
Internal Bank Audit
January 5, 6, 72010-2011 Senior lender Forums - Session 2 of 3 TBA Gilliam Board Room, Nashville
January 11, 12, 132011 ceO Forums - Session 1 of 3TBA Gilliam Board Room, Nashville
January 18, 19, 20Mastering HMdAKnoxville, Nashville, Jackson
January 25neW essentials for Small Business loan repaymentTBA Barrett Training Center, Nashville
January 31 & February 1, February 1 & 2Fundamentals of complianceNashville, Knoxville
February 8, 9, 10neW deposit compliance Update - evening ProgramJackson, Nashville, Knoxville
February 9legislative receptionWaller Lansden Dortch & Davis, LLP, Nashville
February 10 & 11credit conferenceRenaissance Hotel, Nashville
February 16, 17, 18cFO/controller Forums - Session 1 of 3TBA Gilliam Board Room, Nashville
February 21-23the Southeastern School of Advanced commer-cial lendingSM
Loews Vanderbilt Hotel, Nashville
February 23neW the Branch Manager - Session 1 of 4
TBA Barrett Training Center, Nashville
February 242010-2011 Senior compliance Officer Forums - Session 2 of 4TBA Gilliam Board Room, Nashville
February 24 & 25essentials of commercial lendingLoews Vanderbilt Hotel, Nashville
March TBDYoung Bankers division “day On the Hill”Tennessee State Capitol, Nashville
March 1, 2, 3, 4truth-in-lending Act-regulation Z UpdateJackson, Nashville, Knoxville, Kingsport
March 6-11the Southeastern School of consumer creditSM
Owen Graduate School of Management, Vanderbilt University, Nashville
March 8, 9, 10Basic IrA SeminarKnoxville, Nashville, Jackson
March 15research, refine, and reposition: three Steps to a More effective Marketing Strategy in today’s MarketplaceTBA Barrett Training Center, Nashville
March 15, 16, 17Secured loan documentationKnoxville, Nashville, Jackson
March 22 & 23Human resources conferenceEmbassy Suites Hotel & Conference Center, Murfreesboro
March 24call report PreparationTBA Barrett Training Center, Nashville
March 30 & 31BSA SchoolTBA Barrett Training Center, Nashville
April 5, 6, 7Safe deposit Box compliance and legal IssuesJackson, Nashville, Knoxville
April 8Introduction to Banking for 2011TBA Barrett Training Center, Nashville
April 11, 12, 13, 14tennessee deposit Account AdministrationJackson, Nashville, Kingsport, Knoxville
April 13neW the Branch Manager - Session 2 of 4
TBA Barrett Training Center, Nashville
April 17-19leadership conventionThe Peabody, Memphis
April 26 & 27Strategic technology conferenceEmbassy Suites Hotel & Conference Center, Murfreesboro
May 2-42011 Washington VisitSofitel Hotel, Washington, DC
May 3neW Id theft - Procedures Protecting Your Bank. taking the Issues Beyond complianceTBA Barrett Training Center, Nashville
May 5neW How to Write Policies and ProceduresTBA Barrett Training Center, Nashville
May 10, 11, 12neW Facing the Frontline
Knoxville, Nashville, Jackson
May 122010-2011 Senior compliance Officer Forums - Session 3 of 4TBA Gilliam Board Room, Nashville
2011 At-A-GlAnce cAlendAr4
May 15-20the Southeastern School of commercial lendingSM
Owen Graduate School of Management, Vanderbilt University, Nashville
May 18, 19, 202010-2011 Senior lender Forums - Session 3 of 3TBA Gilliam Board Room, Nashville
May 24, 25, 262011 ceO Forums - Session 2 of 3TBA Gilliam Board Room, Nashville
June 5-7121st tBA Annual MeetingThe Breakers, Palm Beach, FL
June 14, 15, 16, 17regulatory compliance ProgramJackson, Nashville, Knoxville, Kingsport
June 15, 16, 17cFO/controller Forums - Session 2 of 3TBA Gilliam Board Room, Nashville
July 17-22 - Concurrent Sessionsthe Southeastern School of Banking I & IISM
Owen Graduate School of Management, Vanderbilt University, Nashville
August 16 & 17Internal Bank AuditTBA Barrett Training Center, Nashville
August 182010-2011 Senior compliance Officer Forums - Session 4 of 4TBA Gilliam Board Room, Nashville
August 23 & 24training the credit AnalystTBA Barrett Training Center, Nashville
August 25 & 26Basic consumer lendingTBA Barrett Training Center, Nashville
August 30neW the Branch Manager - Session 3 of 4TBA Barrett Training Center, Nashville
September 8 & 9community Bank directors conference & new directors Orientation ProgramHilton Nashville Downtown Hotel, Nashville
September 13, 14, 15neW training toolkit - Five Key regulatory requirementsKnoxville, Nashville, Jackson
September 19 & 20, 20 & 21, 21 & 22compliance with Federal lending regulationsKnoxville, Nashville, Jackson
September 20, 21, 222011 ceO Forums - Session 3 of 3TBA Gilliam Board Room, Nashville
September 21 & 22the Southeastern Institute for Individual retire-ment Account trainingFranklin Marriott Cool Springs, Franklin
September 26, 27, 28, 292011 BSA/AMl compliance ManagementKingsport, Knoxville, Nashville, Jackson
September 28, 29, 302011-2012 Senior lender Forums - Session 1 of 3TBA Gilliam Board Room, Nashville
October TBDtrust & Wealth Management conferenceTBA Barrett Training Center, Nashville
October 4, 5, 6, 7regulatory compliance ProgramJackson, Nashville, Knoxville, Kingsport
October 11, 12, 13Analyzing Personal Statements and tax returnsJackson, Nashville, Knoxville
October 12, 13, 14cFO/controller Forums - Session 3 of 3TBA Gilliam Board Room, Nashville
October 17, 18, 19, 20Opening new Accounts in tennessee - evening ProgramJackson, Nashville, Kingsport, Knoxville
October 25 & 26Independent Bankers division conventionHilton Nashville Downtown Hotel, Nashville
November 1neW the Branch Manager- Session 4 of 4TBA Barrett Training Center, Nashville
November 2 & 3Bank Security and risk Management conferenceNashville Airport Marriott, Nashville
November 15, 16, 17Analyzing Business tax returns and StatementsJackson, Nashville, Knoxville
November 29, 30, December 1IrA Update and AuditKnoxville, Nashville, Jackson
5
NOTE: While this calendar represents current programs for 2011 scheduled by TBA at print time, occasionally other “hot topics” are added to the calendar throughout the year. We encourage you to look at the monthly calendar in The Tennessee Banker magazine and visit www.TNBankers.org for the most current information about TBA events and programs.
We encourage you to take a look at the wide variety of programs TBA is offering this year. While this directory represents programs for 2011 scheduled at the time we went to print,
occasionally other “hot topics” are added to the calendar throughout the year. Consult our monthly calendar in The Tennessee Banker magazine for a current listing or visit our website at www.TNBankers.org for up-to-date information on all our programs and products.
Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable mem-ber or nonmember rates.
This year, TBA continues the early registration pricing structure. Anyone registering by the early registration deadline, which will be stated in the program brochure, receives a discount off the registration fee. This policy helps us meet commitments with speakers, hotels, and printing instruction-al materials. A $25 late fee is added to all registrations received the day of a program – no exceptions!
*ICB credit hours are estimated and will be applied for. Once credit has been accepted by the Institute of Certified Bankers, application may be made directly with ICB.
NOTE: All dates, prices, instructors and other information listed in the 2011 TBA Professional Development Directory were correct at time of printing. They are, however, subject to changes.
2011 PrOGrAM deScrIPtIOnS
6
2010-2011 Senior Lender Forums - SESSION 2 OF 3
January 5, 6, 7 (exact dates and group assignments subject to change)tBA Gilliam Board room, nashville
Members/ Associate Members
Final two sessions in series $800
TBA Contact: Debbie BricklesThis full-day session facilitated by Paul Sims, Guided Solutions, has proven to be one of the most beneficial programs ever offered to this level of banker. These sessions provide an ongoing opportunity and a platform for noncompeting senior lenders to discuss important issues and exchange ideas relating to the lending functions within their organizations. Each session is stand-alone in content, and registrants may join the group at any time within the three-part series. This is the second of three sessions, and the price has been prorated to incorporate the final two sessions in the series. This program is limited to 15 attendants in each group.
2011 CEO Forums - SESSION 1 OF 3
January 11, 12, 13 (exact dates and group assignments subject to change)May 24, 25, 26 - Session 2September 20, 21, 22 - Session 3 tBA Gilliam Board room, nashville
Members/ Associate Members
Three-session series $1,200
TBA Contact: Debbie BricklesThe CEO Forums have proven to be an ideal platform for CEOs/presidents from noncom-peting banks throughout Tennessee to exchange ideas freely, dissect challenges openly and discuss solutions in a small-group setting. The ultimate goals are to help participants grow both professionally and personally and to improve the performance of their banks. Paul Sims of Guided Solutions is the facilitator for these programs. Each session in this three-part program is stand-alone in content, and registrants may join the group at any time within the series. This program is limited to 15 attendants in each group.
7
Mastering HMDAJanuary 18, 19, 20 6.5 hours cPeKnoxville, nashville, Jackson *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesHMDA continues to pose challenges to both the novice and veteran reporter. This seminar, presented by Wayne Hood, Miller & Martin, PLLC, will provide a thorough overview of the HMDA regulations plus detailed explanations of common errors and problem areas. After each section of the program, Hood will take time to discuss relevant frequently asked questions, or FAQs, published by the regulators as well as attendant questions. The seminar also will provide opportunities to work through common problem areas using real-world situations.
Essentials for Small Business Loan Repayment - NEw PROgRAM/SPEAkER
January 25 6.5 hours cPenashville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesThis program, presented by John Cochran, John Cochran & Associates, Jefferson City, MO, will deal with repayment concepts and how they relate to loans to small business. Partici-pants will analyze the business owner’s global cash flow and global debt service and then predict payment ability of the loan. Those who have the responsibility for underwriting and managing small-business relationships will want to attend this program.
Fundamentals of ComplianceJanuary 31 & February 1, Barrett training center 6.5 hours cPe per day
February 1 & 2, nashville, Knoxville, Ut conference center
2011 PrOGrAM deScrIPtIOnS cOntInUed8
Single day: Members / Associate Members Nonmembers
Early Registration $215 $430
Registration $240 $455
At-the-Door $265 $480
Both days – Same Person: Members / Associate Members Nonmembers
Early Registration $395 $790
Registration $420 $815
At-the-Door $445 $840
TBA Contact: Penny PowlasThis Fundamentals of Compliance program is a two-day comprehensive review of the most important compliance regulations. The program is divided into two parts to permit bank personnel to attend either one or both days. The first day covers deposit area issues: Right to Financial Privacy Act, Reg D, Reg Q, Electronic Funds Transfer (Reg E), Expedited Funds Availability (Reg CC), Taxpayer Identification Numbers, and Truth-in-Savings Act (Reg DD). The second day focuses on lending area issues: Equal Credit Opportunity (Reg B), Fair Credit Reporting, Fair Housing, Home Mortgage Disclosure Act, Credit Practices Rule (Reg AA), Flood Disaster Protection, RESPA, and Truth-in-Lending (Reg Z). Profes-sional Bank Services, Louisville, KY, developed the content and will provide the speakers.
Deposit Compliance Update - NEw EVENINg PROgRAM
February 8, 9, 10 3.5 hours cPeJackson, nashville, Knoxville *3.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $155 $310
Registration $180 $335
At-the-Door $205 $360
NOTE: Bank will receive one free registration for every 10 paid registrations from the same bank. To be eligible for the free registration, all attendants must register at the same time.
TBA Contact: Debbie BricklesThis evening program, conducted by Laura Wilson, Pegasus Education, LLC, Louisville, KY, is designed to provide clarification on current compliance issues and responsibilities for frontline em-ployees. The presentation and materials provide important regulatory compliance issues. Points of discussion will include: restrictions on savings account transactions, eligibility for interest-bearing accounts, IRS requirements on identification issues, why resolutions are needed for business ac-counts, changes to consumer and business accounts, FDIC basics, and much more. Attendants are encouraged to bring their questions as time will be dedicated for discussion.
9
Legislative ReceptionFebruary 9Waller lansden dortch & davis, llP, nashville
Members, Associate Members, & Invited Guests
Early Registration $50
Registration $60
TBA Contact: Penny PowlasTBA hosts a reception for members of the Tennessee General Assembly to promote one-on-one communication between bankers and their legislators and to encourage banker involvement in the government relations program. This reception immediately precedes the Credit Conference, also in Nashville.
Credit ConferenceFebruary 10 & 11 9 hours cPerenaissance Hotel, nashville *10.75 hours IcB (clBB)
Team Discount: A discount of $25 per person is available for multiple registrations from the same institution, after the initial registration. Only the first registrant from your institution pays the full fee. To be eligible for the team discount, you must register all your attendants at the same time in advance.
Members / Associate Members Member Spouses Nonmembers Nonmember
Spouses
Early Registration $325/$300 $50 $650/$625 $100
Registration $350/$325 $50 $675/$650 $100
At-the-Door $375 $75 $700 $125
TBA Contact: Susan TaylorOne of the TBA’s best-attended programs, this conference annually attracts over 450 com-mercial loan officers, loan support personnel, and both senior and executive-level manage-ment. The Credit Conference traditionally features an economist and a nationally known luncheon speaker. The December issue of The Tennessee Banker features more information about the agenda, and brochures will be mailed in December 2010.
10 2011 PrOGrAM deScrIPtIOnS cOntInUed
CFO/Controller Forums - SESSION 1 OF 3
February 16, 17, 18 June 15, 16, 17 - Session 2October 12, 13, 14 - Session 3tBA Gilliam Board room, nashville
Members/ Associate Members
Three-session series $1,200
TBA Contact: Susan TaylorThese CFO/Controller Forums provide an investment for you and your bank’s future by offering a platform and an opportunity for noncompeting CFOs and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. Groups are organized based on bank size and market to ensure that participants have as much in common as possible. Each group meets three times during the year.
The Southeastern School of Advanced Commercial LendingSM
February 21-23 21 hours cPeloews Vanderbilt Hotel, nashville *24 hours IcB (clBB)
Members / Associate Members Nonmembers
Discounted Tuition $970 $1,120
Standard Tuition $1,120 $1,270
Discounted Tuition Deadline: January 31, 2011
Lodging and meals are not included in the tuition fee.
TBA Contact: Susan TaylorThe Southeastern School of Advanced Commercial Lendingsm is an intensive three-day school fo-cusing on new approaches to managing problem loans and portfolio credit risk, commercial real estate lending, pricing for profitability, and advanced cash flow and loan structuring. John Barrickman, president of New Horizons Financial Group, Roswell, GA, and the au-thor of the ABA curriculum for The Southeastern School of Commercial LendingSM, and Michael E. Hendren, senior vice president/financial advisor with Pinnacle Financial Partners, are the instructors. Barrickman is the lead instructor for both The Southeastern School of Commercial LendingSM and Essentials of Commercial Lending. This school is ideal for commercial lend-ers, relationship managers, portfolio managers, and senior credit managers. The school is sponsored by the Tennessee Bankers Association in cooperation with the Alabama, Georgia, Louisiana, and Mississippi bankers associations.
11
The Branch Manager - SESSION 1 OF 4 - NEw PROgRAM/SPEAkER
February 23 6.5 hours cPeApril 13 – Session 2 *6.5 hours IcBAugust 30 – Session 3november 1 – Session 4Barrett training center, nashville
Members / Associate Members Nonmembers
Early Registration - single session $205 $410
Early Registration - all 4 sessions $800 $1,600
Registration - single session $230 $435
Registration - all 4 sessions $825 $1,625
At-the-Door - single session $255 $460
At-the-Door - all 4 sessions $850 $1,650
TBA Contact: Debbie BricklesMore than ever before, today’s branch manager is faced with a multitude of challenges as well as opportunities. This four-part series focuses on the critical success elements of managing and leading a successful team within the branch. Each workshop is designed as a stand-alone session packaged full of checklists, job aids, case studies, examples, and real-world situations that every participant can take back and apply immediately within their scope of work. Dianne Barton, president, Performance Solutions, Inc, will lead this four-part series of programs.
2010-2011 Senior Compliance Officer Forums - SESSION 2 OF 4 February 24 tBA Gilliam Board room, nashville
Members/ Associate Members
Final three sessions in series $900
TBA Contact: Debbie BricklesThese full-day sessions facilitated by Connie Edwards, Banc Compliance Group, will deal with the most current compliance concerns facing Tennessee banks. This second of a four-part program will provide a group setting so that peers may exchange ideas freely, dissect challenges openly and discuss solutions to improve the overall performance of their banks. Each session is stand-alone in content, and registrants may join the group at any time with-in the four-part series. This is the second of four sessions, and the price has been prorated to incorporate the final three sessions in the series. Attendance in this program is limited.
12 2011 PrOGrAM deScrIPtIOnS cOntInUed
Essentials of Commercial LendingFebruary 24 & 25 14 hours cPeloews Vanderbilt Hotel, nashville *15.5 hours IcB (clBB)
Members / Associate Members Nonmembers
Early Registration $415 $830
Registration $440 $855
At-the-Door $465 $880
TBA Contact: Susan TaylorThis two-day workshop will focus on the concepts and techniques of commercial lending. It is excellent preparation for those interested in attending The Southeastern School of Commer-cial LendingSM in May. Participants will develop the ability to use financial information to make credit decisions and to structure loans properly. Discussion will cover the techniques that help identify the underlying business reasons for borrowing. Case studies will be used. The workshop is designed for commercial loan officers, loan review personnel, and branch managers. John Barrickman, president of New Horizons Financial Group, Roswell, GA, and the author of the ABA curriculum for The Southeastern School of Commercial LendingSM
is the instructor. Barrickman is the lead instructor for The Southeastern School of Commercial LendingSM and The Southeastern School of Advanced Commercial LendingSM.
Young Bankers Division “Day On the Hill” March TBDtennessee State capitol, nashville
Members, Associate Members, & Invited Guests
Early Registration $40
Registration $55
TBA Contact: Penny PowlasTo enhance the TBA government relations program, this event is designed to introduce bankers to the Tennessee legislative process. Bankers who participate will hear informative presentations from lawmakers and other political officials within the General Assembly. Along with a briefing on legislative issues pertinent to the financial services industry in Tennessee, participating bankers will view the proceedings of the House and Senate Com-mittee hearings, session proceedings on the House and Senate Floor, and have the opportu-nity to visit with their representatives and senators. Lunch is included.
13
Truth-In-Lending Act / Regulation Z UpdateMarch 1, 2, 3, 4 6.5 hours cPeJackson, nashville, Knoxville, Kingsport *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesFor the past few years massive changes to the Truth-In-Lending Act/Regulation Z have been unfolding, but even more significant changes are ahead of us. This full-day program reviews new final, interim, and proposed rules from the federal reserve board and changes from the Dodd-Frank Wall Street Reform and Consumer Protection Act and the Mortgage Reform and Anti-Predatory Lending Act.
The Southeastern School of Consumer CreditSM
March 6-11 35 hours cPeOwen Graduate School of Management, *50 hours IcB (clBB)Vanderbilt University, nashville
Members / Associate Members Nonmembers
Discounted Tuition $1,450 $1,650
Standard Tuition $1,650 $1,850
Discounted Tuition Deadline: February 4, 2011
Tuition covers housing, breakfast, and lunch.
TBA Contact: Susan TaylorThe Southeastern School of Consumer CreditSM is an intensive, one-week program featuring over 40 hours of classroom instruction in 21 modules that provide specialized but well-rounded training in retail credit. Recommendations for participation include at least one year’s experience in consumer credit or five years of general banking experience in addition to certain prerequisites. The school is sponsored by the Tennessee Bankers Association in cooperation with the Alabama, Georgia, Mississippi, and Louisiana bankers associations. Participants are housed at the Loews Vanderbilt Hotel.
14 2011 PrOGrAM deScrIPtIOnS cOntInUed
Basic IRA SeminarMarch 8, 9, 10 6.5 hours cPeKnoxville, nashville, Jackson *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesPatrice M. Konarik, CFP®, president of Sunwest Training Corporation, Kendalia, TX, will cover the most basic aspects of being an IRA custodian. The Basic IRA Seminar is the first of two regional IRA workshops for 2011 and will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic distribution information. The IRA Update and Review program is scheduled for later in 2011. If you have attended one of Konarik’s IRA programs, you know how frequently you refer to the “Red Book” you receive each year as a quick reference guide.
Secured Loan Documentation - NEw SPEAkER
March 15, 16, 17 6.5 hours cPeKnoxville, nashville, Jackson *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesThis seminar presented by Ronnie Boling, consultant, Nashville, TN, will deal with proper lien creation, documentation, and monitoring under the requirements of Revised Uniform Commercial Code Article 9. The seminar also will cover: fundamental procedures, terms and definitions of effective, efficient secured lending; required documentation for ensuring proper creation of perfected, first-lien security interests for different types of collateral; se-curity agreements, notes, and UCC financing statement forms; proper collateral language for UCCs and security agreements; UCC filing requirements for each type of collateral; the how, when, and why of guarantees and co-signers; and signature requirements and support-ing documentation requirements for all types of borrowers, including individuals, corpora-tions, partnerships, LLCs, and assumed names. In addition, Boling will provide a brief on secured real estate interests.
15
Research, Refine, and Reposition: Three Steps to a More Effective Marketing Strategy in Today’s Marketplace
March 15 9 hours cPetBA Barrett training center, nashville
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Susan TaylorThis workshop will highlight industry trends and pressing issues; introduce attendants to a process that can be applied in a variety of markets—urban, suburban, or rural—and situa-tions across the state; and explore several case studies and examples of institutions that have followed this approach in developing effective marketing strategies.Attendants will be introduced not only to the concepts of research, refine, and reposition, but also will walk away with actionable next steps to be applied at their institution.
Human Resources ConferenceMarch 22 & 23 9 hours cPeembassy Suites Hotel & conference center, Murfreesboro
Members / Associate Members Nonmembers
Early Registration $300 $600
Registration $325 $625
At-the-Door $350 $650
TBA Contact: Susan TaylorThis annual conference covers compliance issues related to the human resources function. In addition, it addresses the most current topics and management issues. Human resource profes-sionals from across the state network with peers and find solutions to their common problems.
Call Report PreparationMarch 24 6.5 hours cPenashville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
16 2011 PrOGrAM deScrIPtIOnS cOntInUed
TBA Contact: Debbie BricklesCall Report preparation requires knowledge of bank accounting, bank regulations, and virtually all bank operations. It is important that banks have the proper training for their Call Report preparer and reviewer. Ann Thomas, of Bellaire, TX, conducts training across the country. In this fast paced program, participants will review each schedule of the quar-terly Call Report with emphasis on annual revisions. The program will focus on com-plex Call Report issues, including all loan schedules, interest-rate risk items, extensions of credit to insiders, intangible assets, other real estate, and risk-based capital. All new and experienced preparers and reviewers should attend this program.
BSA School March 30 & 31 13 hours cPenashville *13 hours IcB
Members / Associate Members Nonmembers
Early Registration $415 $830
Registration $440 $855
At-the-Door $465 $880
TBA Contact: Debbie Brickles Maintaining or auditing a Bank Secrecy Act (BSA) compliance effort and an anti-money laundering (AML) program requires a solid foundation in current regulations and regula-tory philosophies. This two-day program is developed and delivered by Ken Golliher, Pegasus Education Services, LLC, Louisville, KY, and addresses the BSA/AML issues of the day. The curriculum is updated annually to include current BSA/AML compliance management issues in addition to a review of technical compliance requirements that have been in place for some time. The program is supported by comprehensive materials that serve as a detailed reference for your BSA/AML compliance efforts for months after the school.
Safe Deposit Box Compliance and Legal IssuesApril 5, 6, 7 6.5 hours cPeJackson, nashville, Knoxville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesThis program is designed for those who assist in any way with the safe deposit responsibili-ties within financial institutions. Joyce McLin, an expert in this area of training who trains
17
across the country, will deliver a practical and applicable training approach to help employ-ees identify and deal effectively with the day-to-day procedures for an efficient safe deposit department. Compliance with the legal and liability side of this area of banking will be covered in great detail. Participants will receive a valuable reference guide.
Introduction to Banking for 2011April 8 6.5 hours cPenashville
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie Brickles Ask any banker…..one effect of industry consolidation has been the loss or displacement of experienced staff members. Having the foundation training is essential for those employ-ees who may move up within your bank, may have just completed their education and are coming into banking, or who may be coming into banking from other work experience. This workshop is designed for managers, supervisors, and staff members at all levels who are new to banking and have minimal general knowledge of banking. It covers the most important fundamentals of banking and provides basic knowledge useful to bankers of all levels. Technical information is presented in a down-to-earth manner. Ray O. Powell, Jr, president and founder of Consultraining Associates, Spanish Fort, AL, a management and consulting firm, is the speaker. Powell formed his company in 1989. This seminar also is suggested groundwork for those interested in attending The Southeastern School of BankingSM.
Tennessee Deposit Account AdministrationApril 11, 12, 13, 14 6.5 hours cPeJackson, nashville, Kingsport, Knoxville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie Brickles Delivered by Laura Wilson, Pegasus Educational Services. LLC, Louisville, KY, this full-day program focuses on Tennessee law on deposit accounts including: ownership and survivorship pro-visions, documentation requirements, what to do on the death of an owner, and common problems
18 2011 PrOGrAM deScrIPtIOnS cOntInUed
in account administration–daily issues in every financial institution. This seminar includes infor-mation on powers of attorney and making changes to accounts. It is designed to meet the needs of auditors, supervisors, and senior new accounts personnel. This is the best seminar available on this topic. A detailed resource manual is provided to each seminar attendant.
The Branch Manager - SESSION 2 OF 4 - NEw PROgRAM/SPEAkER
April 13 6.5 hours cPeAugust 30 – Session 3 *6.5 hours IcBnovember 1 – Session 4nashville
Members / Associate Members Nonmembers
Registration - single session $230 $435
At-the-Door - single session $255 $460
Triple single session prices to register for final 3 sessions
TBA Contact: Debbie BricklesMore than ever before, today’s branch manager is faced with a multitude of challenges and opportunities. This four-part series focuses on the critical success elements of managing and leading a successful team within the branch. Each workshop is designed as a stand-alone session packaged full of checklists, job aids, case studies, examples, and real-world situations that every participant can take back and apply immediately within their scope of work. Dianne Barton, president, Performance Solutions, Inc, will lead this four-part series of programs.
Leadership ConventionApril 17 - 19 3 hours cPethe Peabody, Memphis, tn
Members / Associate Members Member Spouses Nonmembers Nonmember
Spouses
Early Registration $250 $150 $500 $300
Registration $275 $175 $525 $325
At-the-Door $300 $200 $550 $350
TBA Contact: Susan TaylorThis convention is sponsored by the Young Bankers Division and will include the elec-tion of officers and directors, recognition of bankers working with the Personal Economics Program (PEP), educational sessions, a golf tournament, and entertainment. Bankers of all ages are encouraged to attend.
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Strategic Technology ConferenceApril 26 & 27 11 hours cPeembassy Suites Hotel & conference center, Murfreesboro
Team Discount: A discount of $25 per person is available for multiple registrations from the same institution, after the initial registration. Only the first registrant from your institution pays the full fee. To be eligible for the team discount, you must register all your attendants at the same time in advance.
Members / Associate Members Nonmembers
Early Registration $350/$325 $700/$675
Registration $375/$350 $725/$700
At-the-Door $400 $750
TBA Contact: Susan TaylorThis conference, for community bank CEOs, senior department heads, and senior officers who have strategic planning responsibilities for their institutions, focuses on the commu-nity bankers’ technology planning needs. It features nationally known speakers who are ex-perts in the areas of financial institution technology, as well as technology vendors available on-site to answer questions regarding the latest in financial services technology.
2011 Washington VisitMay 2-4Sofitel Hotel, Washington, dcTBA Contact: Tim AmosThe Government Relations Committee schedules meetings with the federal bank regula-tory agencies, national trade associations, and the Tennessee congressional delegation and their staff. This trip highlights current federal legislative and regulatory issues and pro-motes greater individual involvement at the federal level. While the visit is primarily for the members of the Government Relations Committee, the TBA board, and the Indepen-dent Bankers Division board, occasionally a few extra places are available.
ID Theft - Procedures Protecting Your Bank . . . . Taking the Issues Beyond Compliance - NEw PROgRAM/SPEAkER
May 3 6.5 hours cPenashville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
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TBA Contact: Debbie BricklesIdentity theft scams are evolving constantly, with schemes that challenge the most adept risk managers at banks of all sizes. Consumer accounts, once the favorite target of ID thieves, are now joined by business, charity, school, and government accounts as targets for identity thieves. Since most of these relationships are not covered by the consumer-ori-ented Red Flags Acts, accounts are being pillaged, with banks and customers left to fight it out over who is responsible for the loss. In this new innovative program, Jim Rechel, president, The Rechel Group, Inc, will introduce you to new concepts that may change your paradigm about ID theft prevention in your bank and provide you with new tools to protect your bank relationships. A holistic approach to this constantly evolving threat will serve both you and your customers, and implementation ideas for your bank are sure to evolve with your attendance at this workshop.
Facing the Frontline - NEw PROgRAM/SPEAkER
May 10, 11, 12 6.5 hours cPeKnoxville, nashville, Jackson *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesYour frontline employees are responsible for 80 percent or more of the interactions that customers have with your bank. Having qualified, informed, up-to-date with regulation information, confident, and, most important, caring employees is a key lifeline to your bank’s growth. This workshop will focus on information and skills needed in today’s fast-paced, ever changing industry. Dianne Barton, president, Performance Solutions, Inc, will deliver this important and timely program.
2010-2011 Senior Compliance Officer Forums - SESSION 3 OF 4
May 12 (exact dates and group assignments subject to change) tBA Gilliam Board room, nashville
Members/ Associate Members
Final two sessions in series $600
TBA Contact: Debbie BricklesThese full-day sessions, facilitated by Connie Edwards, Banc Compliance Group, will deal with the most current compliance concerns facing Tennessee banks. The third of a four-part program, this forum will provide a group setting so that peers may exchange ideas freely, dissect challenges openly, and discuss solutions to improve the overall performance
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of their banks. Each session is stand-alone in content, and registrants may join the group at any time within the four-part series. The price has been prorated to incorporate the final two sessions in the series. Attendance in this program is limited.
The Southeastern School of Commercial LendingSM
May 15-20 45 hours cPeOwen Graduate School of Management *45 hours IcB (clBB)Vanderbilt University, nashville
Members / Associate Members Nonmembers
Discounted Tuition $1,450 $1,650
Standard Tuition $1,650 $1,850
Discounted Tuition Deadline: April 15, 2011
Tuition includes housing, breakfast, and lunch.
TBA Contact: Susan TaylorThis intensive, one-week school concentrates on all aspects of commercial lending. Stu-dents receive over 50 hours of classroom instruction, discussion, and case studies. Recom-mendations for attendance include at least one year of commercial lending experience or five years of general banking experience in addition to prescribed prerequisites. The school is sponsored by the Tennessee Bankers Association in cooperation with the Alabama, Georgia, Louisiana, and Mississippi bankers associations. Students are housed at the Loews Vanderbilt Hotel.
2010-2011 Senior Lender Forums - SESSION 3 OF 3
May 18, 19, 20 (exact dates and group assignments subject to change) tBA Gilliam Board room, nashville
Members/ Associate Members
Final session in series $400
TBA Contact: Debbie BricklesThis full-day session, facilitated by Paul Sims, Guided Solutions, has proven to be one of the most beneficial programs ever offered to this level of banker. These sessions provide an ongoing opportunity and a platform for noncompeting senior lenders to discuss important issues and exchange ideas relating to the lending functions within their organizations. Each session is stand-alone in content, and registrants may join the group at any time with-in the three-part series. This is the third of three sessions, and the price has been prorated to incorporate the final session in the series. This program is limited to 15 attendants in each group.
22 2011 PrOGrAM deScrIPtIOnS cOntInUed
2011 CEO Forums - SESSION 2 OF 3
May 24, 25, 26 (exact dates and group assignments subject to change) tBA Gilliam Board room, nashville
Members/ Associate Members
Final two sessions in series $800
TBA Contact: Debbie BricklesThe CEO Forums have proven to be an ideal platform for CEOs/presidents from noncom-peting banks throughout Tennessee to exchange ideas freely, dissect challenges openly, and discuss solutions in a small-group setting. The ultimate goals are to help participants grow both professionally and personally and to improve the performance of their banks. Paul Sims of Guided Solutions is the facilitator for these programs. Each session in this three-part program is stand-alone in content, and registrants may join the group at any time within the series. This program is limited to 15 attendants in each group.
121st TBA Annual MeetingJune 5-7 the Breakers, Palm Beach, Fl
Members / Associate Members TBA Member Spouses Nonmembers Nonmember Spouses
Registration $600 $300 $1,200 $600
Children Under 18 Accompanying Parents - $100
TBA Contact: Penny PowlasIn 2011, Tennessee bankers will revisit the The Breakers, the AAA Five Diamond award-winning hotel in Palm Beach, FL. Delegates will enjoy informative speakers and social events at this annual gathering of bankers and vendors.
Regulatory Compliance Program - TOPIC TBD BASED ON CuRRENT ISSuES
June 14, 15, 16, 17 6.5 hours cPeJackson, nashville, Knoxville, Kingsport *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie Brickles Program topic will be determined by regulatory issues current to this time frame. The topic will be posted at least three months prior to the program. Jack Holzknecht, Pegasus Educational Services, LLC, will be the instructor.
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24 2011 PrOGrAM deScrIPtIOnS cOntInUed
CFO/Controller Forums - SESSION 2 OF 3
June 15, 16, 17 - Session 2tBA Gilliam Board room, nashville
Members/ Associate Members
Final two-sessions in series $800
TBA Contact: Susan TaylorThese CFO/Controller Forums provide an investment for you and your bank’s future by offering a platform and an opportunity for noncompeting CFOs and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. Groups are organized based on bank size and market to ensure that participants have as much in common as possible. This is the second of three sessions, and the price has been prorated to incorporate the final two sessions in the series.
The Southeastern School of Banking ISM & IISM
July 17-22 - concurrent Sessions 70 hours cPe combinedOwen Graduate School of Management, Vanderbilt University, nashville
Members / Associate Members Nonmembers
Discounted Tuition $1,450/year $1,650/year
Standard Tuition $1,650/year $1,850/year
Discounted Tuition Deadline: June 17, 2011
Tuition includes housing, breakfast, and lunch.
TBA Contact: Susan TaylorThe Southeastern School of BankingSM offers an 80-hour general banking curriculum. Serving Tennessee financial institutions since 1939, the two-year school incorporates lectures and home study assignments. Students from both years attend classes during the same week. Some of the topics covered in the first year are bank financial analysis, macroeconomics, asset/liability management, investments, lending, business planning, managing liquid-ity/capital planning, sales management, and HR management. The current version of the Stanford Bank Simulation Game is a tool used for learning about financial institution management. The second-year general banking classes include managing-up skills, a fraud overview, ethics in banking, trust services, credit and credit scoring, technology in bank-ing, the changing bank environment, bank security, management, and completion of the Stanford Bank Simulation Game. A must for career bankers! Students are housed at the Loews Vanderbilt Hotel.
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Internal Bank AuditAugust 16 & 17, nashville
Members / Associate Members Nonmembers
Early Registration $415 $830
Registration $440 $855
At-the-Door $465 $880
TBA Contact: Debbie Brickles
2010-2011 Senior Compliance Officer Forums - SESSION 4 OF 4
August 18 tBA Gilliam Board room, nashville
Members/ Associate Members
Final session in series $300
TBA Contact: Debbie BricklesThese full-day sessions, facilitated by Connie Edwards, Banc Compliance Group, will deal with the most current compliance concerns facing Tennessee banks. This fourth of a four-part series will provide a group setting so that peers may exchange ideas freely, dissect challenges openly, and discuss solutions to improve the overall performance of their banks. Each session is stand-alone in content, and registrants may join the group at any time within the four-part series. The price has been prorated to incorporate this final session in the series. Attendance in this program is limited.
Training the Credit AnalystAugust 23 & 24 14 hours cPeBarrett training center, nashville
Members / Associate Members Nonmembers
Early Registration $415 $830
Registration $440 $855
At-the-Door $465 $880
TBA Contact: Susan TaylorThe art of credit analysis brings to light the actions or inactions of management that are the basis for the numbers on financial statements. Credit analysis serves three distinct purposes in the bank: to identify risk, opportunities, and help structure loans properly; to help custom-ers make better business decisions; and to satisfy bank examiners. In this two-day, hands-on workshop, nationally known instructor and consultant David Kemp will arm you with the tools required to become a first-rate credit analyst—a good grasp of accounting, loan policy, ratios, cash flows, and trend analysis. After this, it is up to you to apply your own judgment and common sense. Kemp is president of Bankers Management, Inc, in Atlanta, GA.
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Basic Consumer UnderwritingAugust 25 & 26 14 hours cPeBarrett training center, nashville
Members / Associate Members Nonmembers
Early Registration $415 $830
Registration $440 $855
At-the-Door $465 $880
TBA Contact: Susan TaylorThis two-day basic program has been developed for those charged with organizing and managing consumer loans. It is excellent preparation for anyone interested in attend-ing The Southeastern School of Consumer CreditSM in March 2012. The workshop will address credit decision-making as well as the human relations aspect of lending. It includes case studies and role playing to acquaint you with effective interviewing skills and to improve your credit decisions. It also includes discussion on the concepts of secured lending and an analysis of decision making. The instructor is David Kemp, president of Bankers Manage-ment, Inc, Atlanta, GA. Kemp is a nationally recognized consultant in financial services training and bank consulting with over 30 years of banking experience and training.
The Branch Manager - SESSION 3 OF 4 - NEw PROgRAM/SPEAkER
August 30 6.5 hours cPenovember 1 – Session 4 *6.5 hours IcBnashville
Members / Associate Members Nonmembers
Registration - single session $230 $435
At-the-Door - single session $255 $460
Double prices for final 2 sessions
TBA Contact: Debbie BricklesMore than ever before, today’s branch manager is faced with a multitude of challenges and opportunities. This four-part series focuses on the critical success elements of managing and leading a successful team within the branch. Each workshop is designed as a stand-alone session packaged full of checklists, job aids, case studies, examples, and real-world situations that every participant can take back and apply immediately within their scope of work. Dianne Barton, president, Performance Solutions, Inc, will lead this four-part series of programs.
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Community Bank Directors Conference & New Directors Orientation Program
September 8 & 9 9.5 hours cPe for both programsHilton nashville downtown, nashville 6.5 hours cPe for conference onlyconference Only Pricing:
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
conference & new directors Orientation Program Pricing:Members / Associate Members Nonmembers
Early Registration $255 $510
Registration $280 $535
At-the-Door $305 $560
TBA Contact: Susan TaylorIn its 18th year, this popular conference offers community bank directors the opportunity to network and take advantage of a program dealing with current issues and strategic planning recommendations. A special bonus program designed for new directors also is available. Over 100 bankers attend these meetings annually. Banks are encouraged to incorporate this program into their annual agenda for their boards of directors and senior management officers.
Training Toolkit - Five Key Regulatory Requirements - NEw PROgRAM/SPEAkER
September 13, 14, 15 6.5 hours cPeKnoxville, nashville, Jackson *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie Brickles In this one-day workshop, the focus will be on methods, tools, and ways for annually com-pleting five of the key regulatory internal training requirements for your bank. Partici-pants learn a variety of methods and approaches to making required regulatory and compli-
28 2011 PrOGrAM deScrIPtIOnS cOntInUed
ance training energized, interactive, and real-world. Valuable reference materials will be shared which can be taken and implemented immediately with the bank. Dianne Barton, president, Performance Solutions, Inc, is the instructor for this program.
Compliance with Federal Lending RegulationsSeptember 19 & 20, 20 & 21, 21 & 22 6.5 hours cPe - per dayKnoxville, nashville, Jackson
Members / Associate Members Nonmembers
Early Registration $395 $790
Registration $420 $815
At-the-Door $445 $840
TBA Contact: Penny PowlasThis two-day seminar at each site presents an in-depth look at all major lending regula-tions. It is designed for lending officers, compliance officers, and management. Topics in-clude Regulation B, Fair Housing Act, Regulation C/HMDA, Fair Credit Reporting Act, RESPA, and Truth-in-Lending Act, among others. Professional Bank Services, Louisville, KY, developed the content and will provide the speakers.
2011 CEO Forums - SESSION 3 OF 3
September 20, 21, 22 (exact dates and group assignments subject to change) tBA Gilliam Board room, nashville
Members/ Associate Members
Final session $400
TBA Contact: Debbie BricklesThe CEO Forums have proven to be an ideal platform for CEOs/presidents from noncom-peting banks throughout Tennessee to exchange ideas freely, dissect challenges openly, and discuss solutions in a small-group setting. The ultimate goals are to help participants grow both professionally and personally and to improve the performance of their banks. Paul Sims of Guided Solutions is the facilitator for these programs. Each session in this three-part program is stand-alone in content, and registrants may join the group at any time within the series. This program is limited to 15 attendants in each group.
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The Southeastern Institute for Individual Retirement Account TrainingSeptember 21 & 22 12 hours cPeFranklin Marriott cool Springs, Franklin *IcB (ctFA, crSP, cISP) hours tBd
Members / Associate Members Nonmembers
Early Registration $415 $830
Registration $440 $855
At-the-Door $465 $880
TBA Contact: Susan TaylorWhether you are brand new to IRAs or an IRA veteran, this extended IRA format will serve the needs for all levels of employees at your financial institution. Verbal and written reviews will be included to help you conquer the more complicated issues of IRAs. If you are looking for a seminar to answer all your simple and complex questions, this one fits the bill. This institute will provide the new IRA banker and supervisor with a complete understanding of all areas of the IRA account, as well as an IRA review of the regulation changes and clarifications. Each participant will receive a comprehensive Sunwest Train-ing IRA Training and Reference Manual. Patrice M. Konarik, CFP, president of Sunwest Training Corporation, is the instructor for this Institute. She brings over 25 years of expertise in the retirement and new account areas and currently provides IRA training in 25 states.
2011 BSA/AML Compliance ManagementSeptember 26, 27, 28, 29 6.5 hours cPeKingsport, Knoxville, Jackson, nashville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesThis seminar is a comprehensive overview of BSA’s recordkeeping and reporting require-ments. Program content also contains an introduction to suspicious activity reporting requirements, as well as the mandate to implement a written anti-money laundering pro-gram. These elements are integrated in a practical analysis of how to establish, evaluate, and administer a working BSA compliance effort. All persons with BSA/AML responsi-bilities, particularly BSA officers and auditors, are required to participate in an ongoing training program. This program serves as a detailed introduction for new personnel and an important review for experienced personnel. It is presented by Ken Golliher, Pegasus Education Services, LLC, Louisville, KY.
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2011-2012 Senior Lender Forums - SESSION 1 OF 3
September 28, 29, 30 - tentative *IcB & cle tBd(exact dates and group assignments subject to change)tBA Gilliam Board room, nashville
Members/ Associate Members
Three-session series $1,200
TBA Contact: Debbie BricklesThis full-day session, facilitated by Paul Sims, Guided Solutions, has proven to be one of the most beneficial programs ever offered to this level of banker. These sessions provide an ongoing opportunity and a platform for noncompeting senior lenders to discuss important issues and exchange ideas relating to the lending functions within their organizations. Each session is stand-alone in content, and registrants may join the group at any time within the three-part series. This is the first of three sessions. This program is limited to 15 attendants in each group.
Trust & Wealth Management ConferenceOctober tBd *IcB & cle to be determinedlocation and cost tBd, nashvilleTBA Contact: Penny PowlasThe Trust Conference is the annual meeting for TBA members working in the trust area. Events include a reception and dinner with the business session providing information on a variety of topical trust issues. Past conferences have addressed mutual funds, employee benefits, legal updates, fiduciary compensation, and marketing. In addition, new trust committee officers are elected.
Regulatory Compliance Program - TOPIC TBD BASED ON CuRRENT ISSuES
October 4, 5, 6, 7 6.5 hours cPeJackson, nashville, Knoxville, Kingsport *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesProgram topic will be determined by regulatory issues current to this time frame. The topic will be posted at least three months prior to the program. Jack Holzknecht, Pegasus Educational Services, LLC, will be the instructor.
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Analyzing Personal Statements and Tax ReturnsOctober 11, 12, 13 6.5 hours cPeJackson, nashville, Knoxville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesOne of the more challenging aspects of lending is analyzing personal financial state-ments and tax returns. Assessing the borrower’s ability to convert assets to cash to pay debt and honor a guarantee requires adjustments to a borrower’s reported net worth. Lenders recognize that the business and personal financial affairs of small business borrowers are closely intertwined. Personal tax return forms and schedules will be analyzed as part of the program along with case assessment studies and much more. John Barrickman, president of New Horizons Financial Group, East Point, GA, will conduct this program.
CFO/Controller Forums - SESSION 3 OF 3
October 12, 13, 14 - Session 3tBA Gilliam Board room, nashville
Members/ Associate Members
Final session in series $400
TBA Contact: Susan TaylorThese CFO/Controller Forums provide an investment for you and your bank’s future by offering a platform and an opportunity for noncompeting CFOs and controllers to exchange ideas freely, dissect problems, and discuss important issues with peers. Groups are organized based on bank size and market to ensure that participants have as much in common as possible. This is the last of three sessions and the price has been prorated accordingly.
32 2011 PrOGrAM deScrIPtIOnS cOntInUed
Opening New Accounts in Tennessee - EVENINg PROgRAM
October 17, 18, 19, 20 3 hours cPeJackson, nashville, Kingsport, Knoxville *3.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $155 $310
Registration $180 $335
At-the-Door $205 $360
NOTE: Bank will receive one free registration for every 10 paid registrations from the same bank. To be eligible for the free registration, all attendants must register at the same time.
TBA Contact: Debbie BricklesDelivered by Laura Wilson, Pegasus Educational Services of Louisville, KY, this evening program focuses on proper account titles based on Tennessee law. Ownership provisions, TIN requirements, and documentation requirements make up the bulk of this seminar. This is the most practical and useful program offered to meet the needs of employees who open new accounts, whether they have 10 days or 10 years of experience. Seminar atten-dants receive a detailed reference manual.
Independent Bankers Division ConventionOctober 25 & 26 3 hours cPeHilton nashville downtown, nashville
Members / Associate Members Member Spouses Nonmembers Nonmember
Spouses
Early Registration $195 $50 $390 $100
Registration $220 $50 $415 $100
At-the-Door $245 $75 $440 $125
TBA Contact: Susan TaylorEach year, over 150 bankers across the state come together at the Independent Bankers Divi-sion Convention. The afternoon of the first day includes a golf tournament followed by a reception for all convention participants. The business session on the following day covers current issues of interest to community banks and ends with the election of division officers and directors.
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The Branch Manager - SESSION 4 OF 4 - NEw PROgRAM/SPEAkER
november 1 6.5 hours cPenashville *6.5 hours IcB
Members / Associate Members Nonmembers
Registration - single session $230 $435
At-the-Door - single session $255 $460
TBA Contact: Debbie BricklesMore than ever before, today’s branch manager is faced with a multitude of challenges and opportunities. This four-part series focuses on the critical success elements of managing and leading a successful team within the branch. Each workshop is designed as a stand-alone session packaged full of checklists, job aids, case studies, examples, and real-world situations that every participant can take back and apply immediately within their scope of work. Dianne Barton, president, Performance Solutions, Inc, will lead this four-part series of programs.
Bank Security and Risk Management Conferencenovember 2 & 3 10 hours cPenashville Airport Marriott, nashville *11 hours IcB (cFSSP) *3.5 hours IcB (crcM)
Members / Associate Members Nonmembers
Early Registration $345 $690
Registration $370 $715
At-the-Door $395 $740
TBA Contact: Susan TaylorThis annual conference is designed to give both the new and the experienced security officer an educational program that provides a critical resource for receiving timely and continuing security education. It provides established and emerging industry-standard security practices; enhances the security professional’s credibility with peers and their board of directors; allows them to continue personal and professional development; and reduces personal and corporate liability. Focusing on the hot topics involving bank security, this conference provides instruction, discussion, and experiential learning opportunities for all security professionals.
34 2011 PrOGrAM deScrIPtIOnS cOntInUed
Analyzing Business Tax Returns and Statementsnovember 15, 16, 17 6.5 hours cPeJackson, nashville, Knoxville *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesWhen assessing a loan request, commercial lenders must answer four questions: Who is the borrower? What is the request? What is the financial condition of the borrower? What is the best way to structure the loan to meet the needs of the customer and the bank? To answer these questions, the lender needs to understand how a business operates, under-stand how financing needs arise in a business, utilize a series of analytical tools to assess the borrower’s ability to repay, and withstand adversity. This workshop, presented by John Barrickman, president, New Horizons Financial Group, East Point, GA, will introduce participants to a series of analytical tools including mental picture, comparative/common-size analysis, ratio analysis, and cash flow analysis, and demonstrate how these tools can be used in a series of case studies.
IRA Update and Reviewnovember 29, 30, december 1 6.5 hours cPeKnoxville, nashville, Jackson *6.5 hours IcB
Members / Associate Members Nonmembers
Early Registration $205 $410
Registration $230 $435
At-the-Door $255 $460
TBA Contact: Debbie BricklesPatrice M. Konarik, CFP®, president of Sunwest Training Corp, Gilchrist, TX, will cover changing regulations, rules, and detailed explanations of the more technical areas of IRAs. This seminar is on an intermediate level and explains the most up-to-date changes, includ-ing Health Savings Accounts and nonspouse beneficiary rollovers from Qualified Plans. You also will learn what does and does not need to be included in your IRA customer files. Complicated distribution issues, such as death payments to a beneficiary, will be covered extensively to make sure your IRS reporting is on the right track. If you have attended one of Konarik’s IRA programs, you’ve learned to keep her “Red Book” handy to answer all your customer’s questions. The updated material is the core of this much sought after program.
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nOteS, AddItIOnS, cHAnGeS
*ICB credit hours are estimated and will be applied for. Once credit has been accepted by the Institute of Certified Bankers, application may be made directly with ICB.
NOTE: All dates, prices, instructors, and other information listed in this 2011 TBA Profes-sional Development Directory were correct at the time of printing. They are, however, subject to change.
While this directory represents current programs for 2011 scheduled by TBA at print time, occasionally other “hot topics” are added to the calendar throughout the year. We encour-age you to look at the monthly calendar in The Tennessee Banker magazine and visit www.TNBankers.org for the most current information about TBA events and programs.
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UPcOMInG SOUtHeAStern ScHOOlSlending Schoolsthe Southeastern School of Advanced commercial lendingSM
February 21-23, 2011 Discounted Tuition $970/Standard Tuition $1,120Discounted Tuition deadline is January 31, 2011Brochure available December, 2010Loews Vanderbilt HotelNashville
the Southeastern School of consumer creditSM
March 6-11, 2011 Discounted Tuition $1,450/Standard Tuition $1,650Discounted Tuition deadline is February 4, 2011Brochure available December, 2010Owen Graduate School of Management-Vanderbilt UniversityNashville
the Southeastern School of commercial lendingSM
May 15-20, 2011 Discounted Tuition $1,450/Standard Tuition $1,650Discounted Tuition deadline is April 15, 2011Brochure available February, 2011Owen Graduate School of Management-Vanderbilt UniversityNashville
General Banking Schoolsthe Southeastern School of Banking I & IISM
July 17-22, 2011 - Concurrent SessionsDiscounted Tuition $1,450/Standard Tuition $1,650 each yearDiscounted Tuition deadline is June 17, 2011Brochure available March, 2011Owen Graduate School of Management-Vanderbilt UniversityNashville
conducted by the tBALending schools are co-sponsored by Alabama, Georgia, Louisiana, and Mississippi bankers associations
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February tBdlegislative receptionNashville
February tBdcredit conferenceNashville
February 20-22the Southeastern School of Advanced commercial lendingSM
Nashville
February 23 & 24essentials of commercial lendingNashville
March tBdHuman resources conferenceLocation TBD
March 4-9the Southeastern School of consumer creditSM
Nashville
April tBdStrategic technology conferenceLocation TBD
April 22-24leadership convention - Young Bankers divisionChattanooga, TN
2012 tentAtIVe dAteSMay tBd2012 Washington VisitWashington, DC
May 13-18the Southeastern School of commercial lendingSM
Nashville
June 10-12122nd tBA Annual MeetingChicago, IL
July 22-27 - concurrentthe Southeastern School of Banking ISM
the Southeastern School of Banking IISM
Nashville
September tBdcommunity Bank directors conferenceNashville
October tBdtrust & Wealth Management conferenceNashville
October tBdIndependent Bankers division conventionNashville
nOteS, AddItIOnS, cHAnGeS
38
The Institute of Certified Bankers (ICB), founded in 1990 and headquartered in Washington, DC,
is a national association of certified professionals in the financial services industry. A nonprofit, independent corporation sponsored by the American Bankers Association, the ICB meets the industry’s need for improved competency levels and promotes excellence and professionalism in all parts of the industry. The goal of the ICB is to establish credible standards for accountability, professional and ethical conduct, skills, and knowledge for the 12 banking-industry specialities. Certification helps individuals attain a high level of expertise and the industry to maintain credibility. The result is a more highly trained and better-educated work force.As the state sponsor of ICB, the Tennessee Bankers Association will support the continuing education requirements for ICB certification of members by providing workshops, seminars, and programming in these 12 certification areas. Programs with approved continuing education hours are noted in this Directory.For more information or an application packet, please call the ICB at 202-663-5092; E-mail them at [email protected]; or contact the TBA Education Department, at 615/244-4871 or 800/964-5525.
The Tennessee Bankers Association is an approved sponsor of continuing professional education on the National Registry of CPE sponsors. The registry is a program developed by the National Association of State Boards of Accountancy (NASBA) to recognize sponsors for their ability to meet nationally accepted standards for continuing professional education. To register, a sponsor
must undergo a comprehensive review of its methods of course presentation, measurement, development, and reporting. As a registered sponsor, the TBA has demonstrated its ability to meet CPE standards for the accounting profession, as well as its commitment to a national system that promotes the delivery of high quality continuing professional education nationwide. For more information regarding administrative policies or complaints, please contact our offices at 615/244-4871.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, 37219-2417. Web site: www.nasba.orgTo obtain more information on continuing education, call the TBA education department at 800/964-5525 or 615/244-4871.
YOU cAn eArn ceUs
certification programs available: CBT -- Certified Bank TellerCCSR -- Certified Customer Service Representative CCTS -- Certified Corporate Trust Specialist CFMP -- Certified Financial Marketing ProfessionalCFSSP -- Certified Financial Services Security ProfessionalCISP -- Certified IRA Services Professional CLBB -- Certified Lender--Business BankingCPB -- Certified Personal BankerCRCM -- Certified Regulatory Compliance ManagerCRSP -- Certified Retirement Services Professional CSOP -- Certified Securities Operations Professional CTFA -- Certified Trust & Financial Advisor
Look in this Directory for TBA programs with continuing education credits (CEUs)! You now can earn CE credits from the Institute of Certified Bankers (ICB) or CPE credits from the National Association of State Boards of Accountancy, Inc, (NASBA) for attending designated programs offered by the Tennessee Bankers Association.
Southern Trust Schooldate and location tBdInformation: 334/834-1890This school is structured for persons new to the trust function as well as personnel expe-rienced in a specialized phase of trust work who want to broaden their knowledge in the trust field. It is co-sponsored by the Alabama, Georgia, Mississippi, and Tennessee bankers associations.
Southern Operations and Technology SchoolMay 1-6, 2011University of Georgia, Athens, GA tuition: $1,650/yearInformation: 404/522-1501This two-year school provides an overview of bank operations and facilitates an under-standing of the changing bank environment. The school’s emphasis is on traditional bank operations and compliance areas as well as technology, risk management, profitability, sales, and people-related issues. This school, conducted by the Georgia Bankers Association, is co-sponsored by the Alabama, Kentucky, Louisiana, Mississippi, South Carolina, and Ten-nessee bankers associations.
Graduate School of Banking at Louisiana State UniversityMay 22-June 3, 2011Baton rouge, lAtuition: $3,745 (plus one-time application fee of $150)Information: 888/278-0025A graduate-level school for bank officers, the GSB is a three-year school with a two-week resident session each year. The school, organized in 1950, features computer-based simula-tions, microcomputer models, case work, and extension problems along with traditional classroom instruction. The GSB is cosponsored by 15 state bankers associations, including Tennessee.
Financial Institutions ConferenceSeptember 19, 2011Willis conference center, nashville, tn - tentativeInformation: 615/377-3825 or www.tscpa.comThis program is designed for the CEO, CFO, and bank accountants. It is co-sponsored by the Tennessee Bankers Association and the Tennessee Society of CPAs. Topics presented may include the economic outlook, regulatory updates, accounting and auditing update, incentive compensation, interest rate risk, developments in bank taxation, alternative fund-ing sources for banks, and internet issues.
tBA AFFIlIAted PrOGrAMS 39
40 tBA edUcAtIOnAl PArtnerS
We at the Tennessee Bankers Association publish this directory to inform you of the broad range of opportunities available to meet your institution’s training and educational needs. The TBA can serve as a resource, not only through
the programs we offer directly, but also as a window to the training programs and products presented by others. We encourage our members to contact the TBA Education Department with any questions. We can assist you with structuring in-house training or direct you to the many consultants and companies who specialize in current changes and issues within our industry.
Below are TBA’s current educational partners, along with information about their various products and services. For more information about any of these products, contact Debbie Brickles, 615/244-4871 or 800/964-5525, or E-mail her at [email protected].
American Institute of Banking (AIB)For well over 100 years, AIB has been one of the banking industry’s most valuable training tools—the educational base from which most bankers start their career in the banking world. Over the years, AIB has evolved into what is now the most user-friendly way of channeling the knowledge
of banking to employees who need to increase job skills and performance. In addition, bankers earn internationally recognized diplomas and certificates and may obtain college credit through successful completion of certain AIB courses and programs.
AIB is a model for what is expected of educational programming in today’s work environment, offering a variety of delivery methods—traditional classroom delivery of courses; online instructor-led courses; self-paced internet courses; and an “on-demand” structure of programming to include the AIB performance-based training products and full catalog of traditional products which may be delivered in condensed segments, in an in-house program structure, or structured by facilitation of a study group. You can work with the TBA to customize AIB products and programs to any bank’s specific training needs.
The most recent AIB catalog, the newest products and programs, a products price list, the most current AIB online course schedule, and the most current list of eLearning programs are all available on our web site, www.TNBankers.org.
AIB “On Demand”The current trends in bank training demand flexibility to fit the individual training needs of each financial institution. AIB products provide a foundation from which banks may establish training that readily fits today’s blended style of training. These products are available to TBA members and include the traditional training products that have been a proven resource for many years along with the shorter, more job-specific courses which are structured to fit into a more time-restricted delivery approach and designed to keep pace with the most current trends in banking. AIB products are excellent tools for both internal training or resource tools for your employees.
For a list of prices for AIB products, please visit the TBA web site at www.TNBankers.org or contact Debbie Brickles, 615/244-4871 or 800-964-5525, or you may E-mail her at [email protected].
41
AIB Online Instructor-Led Internet CoursesThe AIB instructor-led, online internet programming has been in existence for several years and thrives as one of the most readily available computer-based training programs accessible to the TBA membership. These courses are offered in a user-friendly, instructor-led, online-based delivery format. Classes use the same curricula as the traditional AIB classes. Students have the flexibility of completing their assignments at any time weekly without the restrictions of a certain place and time required by the traditional classes. Students have access to their instructor and are very active in participating in class with their “online” fellow students. No need to wait for classes to be offered in your area. These same classes provide credit in several areas of application. These are listed with the AIB schedule and include AIB credit toward diplomas and certifications, ICB certification credit, and college credit application through the American Counsel on Education (ACE). The link reflecting colleges in Tennessee accepting credit is available on the TBA website at http://www.tnbankers.org/education/aib.
For a current schedule of classes and an enrollment form, visit our web site at www.TNBankers.org. For more information about this training, contact Debbie Brickles, 615/244-4871 or 800-964-5525, or you may E-mail her at [email protected].
ABA eLearning Self-Paced Internet CoursesOffered as a partnership training program with ABA, TBA is pleased to bring this educational tool to the membership. ELearning courses are an alternative to other training
available to TBA members. Within this training series, ABA has formatted approximately 160 Performance Training Series (PTS) programs for online, self-paced
delivery. The content of these programs was written and tested by bankers and deals with the most current industry-specific issues including timely compliance issues. In addition to these courses, Microsoft application computer skills training is also available. Low prices make this option a very cost-effective way of training.
For more information on these courses and for information on taking a sample course, visit our web site at www.TNBankers.org or contact Debbie Brickles, 615/244-4871 or 800-964-5525, or you may E-mail her at [email protected].
Tennessee Bankers University - TBUOur newest educational partner, TBU, gives you the ability to learn what you want, when you want it. There is no term contract involved in taking advantage of this training option, and the process is simple. You access the system through the link on the “Education Partners” page of www.TNBankers.org. You enroll your organization once using one link, username,
and password which you will use on-going to take advantage of courses you choose. Once you enroll in a course, and it is added to your course library, you and everyone in your organization now have access to the course for six months. Once you register for the course, you are able to download class materials and view the presentation. Instructors for these programs are some of the most notable in the country in their respective areas of expertise, such as Jack Holtzknecht, Laura Wilson, John Cochran. Presentations include audio, video, slides, and handouts. Your computer will only need speakers to receive the audio presentation and the Adobe flash player to view the video. Periodically, FREE courses will be available, so check back often. For more information about TBU and how it can enhance your bank’s training efforts, contact Debbie Brickles, 615/244-4871 or 800-964-5525, or you may E-mail her at [email protected].
42
WebinarsMore and more bankers are taking advantage of the TBA–sponsored webinars provided through our partnership with Texas Bankers Association. These seminars offer an additional means of obtaining immediate information for many employees at one time. They are formatted for approximately two hours of instruction with a portion of the program alloted to questions and answers. With this programming, the registration fee allows you to have unlimited
participants without ever leaving the bank. “On Demand” webinars are another option. These recorded webinars are available for six months after the original webinar sessions. Visit the calendar on the TBA website, www.TNBankers.org/education/webinars, for a current list of webinars.
Online University from Harland ClarkeHarland Clarke’s Online University enables your bank to provide a broad curriculum of more than 200 courses covering topics such as compliance, teller and loan officer training, sales and service, community relations, leadership, diversity, and much more—all online. The University
provides easy-to-access reports that provide compliance training documentation for your auditors. The multimedia-based courses utilize audio, video, animation, and interactivity for greater learning retention and provide opportunities for cross-training and greater individual development, which can lead to decreased employee turnover. This program is offered by the TBA in partnership with Harland Clarke to help your bank achieve strategic goals with staff who are fully prepared and knowledgeable to meet the demands of today’s consumers for quick answers and efficient service.
For more information about the Online University from Harland Clarke or to schedule a live demonstration, contact Chuck Rector today at 615-417-8741, or visit www.harlandclarke.com/education.
tBA edUcAtIOnAl PArtnerS cOntInUed
43
When evaluating products and services for use at your bank, look for the TBA Endorsed seal. This seal designates companies that are officially endorsed by the Tennessee Bankers Association. These respected companies have strong relationships with many TBA member banks and have a proven record of success in the Tennessee banking industry.
tBA endOrSed PrOdUctS
Affinion GroupContact: Kevin TaratootBusiness Development ExecutiveAffinion Benefits Group400 Duke DriveFranklin, TN 37067-2700800/251-0006 or 615/764-2174Fax: 615/764-5174E-mail: [email protected]
BancInsureContact: Brian MobleyFinancial Products and Services, Inc211 Athens Way, Ste 200Nashville, TN 37228-1383615/244-5100 or 800/456-5191E-mail: [email protected]
Clark ConsultingContact: David Shoemaker, CPA/PFS, CFP®8000 Centerview Parkway, Suite 525Memphis, TN 38018-4256800/523-0870 or 901/754-4924E-mail: [email protected]
Financial Products and Services, IncContact: Brian Mobley211 Athens Way, Suite 200Nashville, TN 37228-1383800/456-5191 or 615/244-5100E-mail: [email protected]
CLARK CONSULTINGTM
44
Harland ClarkeContact: Chuck Rector157 Sontag DriveFranklin, TN 37064-5757800/723-1470 Ext 8591E-mail: [email protected]
ICBA Bancard & TCM BankContact: Client RelationsICBA Services Network1615 L Street, NW, Suite 900Washington, DC 20036-5623800/242-4770E-mail: [email protected]
ICBA MortgageContact: Elizabeth DealICBA Services Network1615 L Street, NW, Suite 900Washington, DC 20036-5623800/242-4770E-mail: [email protected]
Investors Title Insurance CompanyContact: Norma Carroll121 North Columbia StreetChapel Hill, NC 27514-3502865/384-7846E-mail: [email protected]
Office DepotContact: Marvin Watrobski - Middle and East TennesseeDistrict Sales Manager615/556-1775E-mail: [email protected] Contact: Brad Harris - West TennesseeDistrict Sales Manager901/854-7899E-mail: [email protected]
tBA endOrSed PrOdUctS
45
Pathway LendingContact: Clint Gwin201 Venture CircleNashville, TN 37228-1603615/425-7171E-mail: [email protected]
Senior Housing Crime Prevention FoundationContact: Terry B. Rooker5100 Poplar Avenue, Suite 711Memphis, TN 38137-0711877/232-0859E-mail: [email protected]
Strunk & Associates, LPContact: Rick Ivey14614 Falling Creek Drive, Suite 110Houston, TX 77062-2942800/728-3116E-mail: [email protected]
Thumbprint Signature ProgramContact: T’Lanie RueggeTennessee Bankers Association211 Athens Way, Suite 100Nashville, TN 37228-1381800/964-5525 or 615/244-4871E-mail: [email protected]
tBA endOrSed PrOdUctS
Tennessee Bankers Association211 Athens Way, Suite 100Nashville, TN 37228-1381Phone: 800/964-5525 or 615/244-4871Fax: 615/244-0995www.TNBankers.org
ADMINISTRATIONBradley L. Barrett, President - [email protected] S. Holmes, Senior Vice President/Chief Operating Officer - [email protected] Barrett, Vice President of Administration and Member Services - [email protected] Curtis, Director of Information Technology - [email protected] L. Powlas, Executive Assistant, Administration/Legal - [email protected] Nesbit, Training Center Coordinator - [email protected]’Lanie Ruegge, Membership Services Specialist - [email protected] Burnett, Receptionist - [email protected]
ACCOuNTINg Angela Griffin, CPA, Controller - [email protected] Cope, Accountant - [email protected] Greer, Accounts Receivable Clerk - [email protected] Gatlin, Accounts Payable Clerk - [email protected]
LEgAL / gOVERNMENT RELATIONSTimothy L. Amos, Senior Vice President/General Counsel - [email protected] Smith, Associate Counsel - [email protected]
EDuCATIONDebbie M. Brickles, Vice President/Director of Training and Development - [email protected] R. Taylor, CMP, Vice President/Director of Professional Development - [email protected] Jenkins, Education Services Specialist - [email protected]
COMMuNICATIONS Dianne W. Martin, Vice President/Director of Communications - [email protected] Craig, Assistant Director of Communications - [email protected] Griffin, Proofreader - [email protected]
tBA StAFF46
This
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