Leadership - Sitemason Conv_web.pdfThe nominating committee must receive official nominations for...

Leadership C o n v e n t i o nP r e s e n t e d b y t h e

nashville, tn m u s i c c i t y u s a

April 2 1 - 2 3 , 2 0 1 3

2:30- Registration – Registration Desk - Mezzanine Level

Pocket Agendas sponsored by Alexander Thompson Arnold, PLLC, Milan, TN Badge covers sponsored by Harland Clarke, Franklin, TN Commemorative gift sponsored by EverFi, Washington, DC

7:00- Escape to Margaritaville

Cosponsored by Earl R. Whaley and Company, CenterPoint Flood Services, and Mountain Life Insurance Company, Alcoa, TN; Elite Financial Products, Inc, Clarksville, TN

Come join other delegates as we go “Conky Tonkin’” in Nashville at Jimmy Buffett’s Margaritaville! In the heart of downtown Nashville on Honky Tonk Row, you can make your own music as you walk up the unique piano key stairs to the second level, where our bankers will enjoy their own private stage, band, and dance floor—not to mention yummy hors d’oeuvres and a hosted bar. And when the band takes a break, you’ll want to join our own “line dance teacher” for line dancing lessons! A great time will be had by all!

Convention Agenda

Leadership C o n v e n t i o n

Who should AttendCareer financial industry employees in higher ranking staff or junior- to mid-management positions who are preparing to become the industry’s next generation of leaders.

9:00 pm

5:30 pm

8:00 am Registration / Continental Breakfast – Registration Desk/Ballroom Foyer - Mezzanine Level

Continental breakfast sponsored by Vining Sparks, Memphis, TN

8:30 am Call to Order / Opening Remarks – Crockett Ballroom - Mezzanine Level Gregg Ketterman, President, Young Bankers Division, and Vice President, National Bank of Tennessee, Newport, TN

8:45 am Chairman’s Welcome Anderson “Andy” L. Smith, Chairman, Tennessee Bankers Association, and President & CEO, Jefferson Federal Bank, Morristown, TN

9:15 am Customer Service – How to Keep Customers Rushing Back for More Kelly McDonald, McDonald Marketing, Dallas, TX

Cosponsored by FISI, Inc, Nashville, TN, Graduate School of Banking at LSU, Baton Rouge, LA, and Investors Title Insurance Company, Chapel Hill, NC

We all know that the customer is “king.” In our increasingly competitive business environment, it is more important than ever to cater to customers’ needs and desires and provide customer service that goes way beyond basic politeness and courtesy. The best and smartest companies and banks are finding that listening to what customers want and delivering on every promise, no matter how small, is what keeps customers happy and coming back for more. Terrific customer service doesn’t have to “break the bank.” It’s not about spending more to keep your customers happy; it’s about truly understanding the customer experience from a personal point of view. In addition, in today’s diverse marketplace, recognizing that not all customers are the same and that needs may differ with cultural values, this session will address key customer insights to deliver exceptional service to your customers.

nOte: Registered delegates and spouses/guests are requested to wear TBA badges to all

convention functions. Badges will serve as admission tickets to all convention programs and activities.

10:30 am Break

10:45 am Personal Economics Program Awards/Recognition Robby Moore, Chairman, PEP Committee; President- elect, Young Bankers Division; and Senior Vice President, Bank of Perry County, Hohenwald

Sponsored by First National Banker’s Bank & FNBB Capital Markets, LLC, Birmingham, AL

11:15 am Business Session Adjourns

12:00 pm Golf Tournament Vanderbilt Legends Club, Franklin, TN

Sponsored by Fiserv, Franklin, TN

Boxed Lunch for Golfers at 12:00pmShotgun Start at 12:30 pm

Participation in the golf tournament requires a separate registration and fee. Only persons fully registered for the convention are eligible to participate in the golf tournament. Be sure to register by April 1, 2013.

Convention Agenda

nOte: Registered delegates and spouses/guests are requested to wear TBA badges to all

convention functions. Badges will serve as admission tickets to all convention programs and activities.

Thanks to Our Sponsor: Fiserv

7:00 – Reception and Entertainment at the Hilton 9:00 pm Nashville Downtown – Bredesen Room - Mezzanine Level

Sponsored by Financial Products and Services, Inc, Nashville, TN

Join the group in the Bredesen Room at the Hilton Hotel for adult beverages, hors d’oeuvres, and a SURPRISE visit by a well-known celebrity! You won’t want to miss this!

8:00 am Registration / Continental Breakfast – Registration Desk/Ballroom Foyer - Mezzanine Level

Continental breakfast sponsored by Federal Home Loan Bank of Cincinnati, Cincinnati, OH

8:30 am Call to Order / Opening Remarks – Crockett Ballroom - Mezzanine Level Gregg Ketterman, President, Young Bankers Division, and Vice President, National Bank of Tennessee, Newport, TN

9:00 am State of the Banking Industry in Tennessee Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions, Nashville, TN

Cosponsored by Crowe Horwath, LLP, Brentwood, TN, and The Plateau Group, Inc, Crossville, TN

Join Commissioner Gonzales as he looks at where we are, where we are going, and his goals for the department and the industry.

10:00 am Break

10:15 am President’s Report / Election of Division Officers and Directors

10:45 am Young Bankers Division Past-Presidents Panel

Moderator: James S. “Jay” England, President, Decatur County Bank, Decaturville, TN

Panelists: Jeff Agee, CEO/President, First Citizens National Bank, Dyersburg, TN

Walter G. Birdwell, Jr, Chairman, Citizens Bank, Carthage, TN

Philip Calahan, President, Peoples Bank & Trust Company, Manchester, TN

Radford A. West, President/CEO, Macon Bank and Trust Company, Lafayette, TN

Sponsored by Waller, Nashville, TN

11:45 am Grand Prize Drawings

You must be present at the grand prize drawings to win

• Weekend Package at the Sandestin Hilton Resort, site of the 2014 Leadership Convention, and $1,000 Cash Cosponsored by the Sandestin Hilton Resort, Sandestin, FL, and Southeastern Commercial Finance, LLC, Memphis, TN

• $2,000 Cash Prize Cosponsored by Crowell & Crowell, PLLC, Franklin, TN, Financial Insurance Consultants, LLC, Mandeville, LA, and Gulf Guaranty Life Insurance Company, Jackson, MS

12:00 pm Convention Adjourns

Convention Agenda

Mobile APP

July 21-26, 2013Belmont University, Nashville, TN

SMThe

SouTheaSTern School of

BANkING I & II CoNCURRENT SESSIoNS

EstablishEd in 1939

For more information please contact:

Susan Taylor, [email protected]

615/244-4871 or 800/964-5525

www.TNBankers.org

Discounted tuition deadline is June 20, 2013

The TBA is premiering a new event app for this year’s convention. Get connected in 3 steps:

• Download the Guidebook app for your iPhone, Blackberry, or Android phone

• Link to our event with the redeem code: 13TBALeaders

• Enjoy custom schedules, maps, networking, and extended info about this year’s program!

For more detailed information or questions visit the Leadership Convention post on our website at: www.TNBankers.org/2013LeadershipConvention

NewLocation!

board of directors

President: Gregg Ketterman, Vice President, National Bank of Tennessee, Newport

President-elect: Robby Moore, Senior Vice President, Bank of Perry County, Hohenwald

Vice President: Emily Gray, Senior Vice President/Senior Credit officer, The Hardin County Bank, Savannah

Immediate Past President: James S. “Jay” England, President, Decatur County Bank, Decaturville

East TennesseeBridget Wooden, Loan officer, Citizens Tri-County Bank, Pikeville (2013)

Devin Ralston, Vice President, The Community Bank of East Tennessee, a division of Southern Bank of Tennessee, Clinton (2014)

John Hunter, Commercial Relationship Manager, People’s Community Bank, a division of First Community Bank, Johnson City (2015)

Middle TennesseeJulie Huffines, Chief Administrative officer/Senior Vice President, Community Bank of the Cumberlands, a division of SouthEast Bank & Trust, Cookeville (2013)

Chris Schlueter, Vice President, Avenue Bank, Nashville (2014)

Michael D. Griffith, Vice President/Business Banking and Development, Security Federal Savings Bank of McMinnville, McMinnville (2015)

West TennesseeAndy Collins, Vice President, Commercial Bank & Trust Co, Paris (2013)

Michelle Bing, Vice President & Board Secretary, Reelfoot Bank, Union City (2014)

John Killen, City President, Carroll Bank and Trust, Huntingdon (2015)

Grand divisions

elegates will elect a new vice president of the Young Bankers Division and one new director from the East, Middle, and West grand divisions of the state during the Tuesday morning business session.

Persons interested in running for vice president representing the East Grand Division of Tennessee should contact a member of the Young Bankers Division executive committee. The nominating committee must receive official nominations for directors and vice president by March 1.

Anyone wishing to be nominated from the floor at the convention must file a letter of intent with the nominating committee at least 10 days prior to the meeting.

For complete details about the election process, please contact Stacey Langford, [email protected], in the TBA office.

Tennessee Bankers Association Districts

West Middle East

PH: 931-542-0606 TOLL FREE: 866-343-0135

Elite Financial Products, Inc.

WE ARE A PROUD MEMBER OF THE TENESSEE BANKERS ASSOCIATION

We service, sell and install Bank Equipment along with ATM’s and currency and coin handling equipment. We sell DMP alarm products but service all types.

We are based in Clarksville TN but have Sales and Service associates across the States of TN, GA, AL, MS, and KY.

www.elitefpi.com

A Full Service Company

PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


PH: 931-542-0606 TOLL FREE: 866-343-0135





www.elitefpi.com


Alexander Thompson Arnold, PLLC, Milan, TN – At-A-Glance Pocket AgendasEverFi, Washington, DC – Commemorative GiftHarland Clarke, Franklin, TN – Convention Badge CoversEarl R. Whaley and Company, CenterPoint Flood Services, and Mountain Life Insurance Company, Alcoa, TN – Opening Reception and Dinner at MargaritavilleElite Financial Products, Inc, Clarksville, TN – Opening Reception and Dinner at Margaritaville

Vining Sparks, Memphis, TN – Continental BreakfastFISI, Inc, Nashville, TN – Speaker Kelly McDonaldGraduate School of Banking at LSU, Baton Rouge, LA – Speaker Kelly McDonaldInvestors Title Insurance Company, Chapel Hill, NC – Speaker Kelly McDonaldFirst National Banker’s Bank & FNBB Capital Markets, LLC, Birmingham, AL – Personal Economics Program Awards and Recognition CeremonyFiserv, Inc, Franklin, TN – Golf TournamentFinancial Products & Services, Inc, Nashville, TN – Reception and Entertainment at the Hilton Hotel

Federal Home Loan Bank of Cincinnati, Cincinnati, OH – Continental BreakfastCrowe Horwath, LLP, Brentwood, TN – Speaker Greg GonzalesThe Plateau Group, Inc, Crossville, TN – Speaker Greg GonzalesWaller, Nashville, TN – Young Bankers Division Past-Presidents PanelSandestin Hilton Resort, Sandestin, FL – Grand Prize #1 Weekend PackageSoutheastern Commercial Finance, LLC, Memphis, TN – Grand Prize #1 CashCrowell & Crowell, PLLC, Franklin, TN – Grand Prize #2 CashFinancial Insurance Consultants, LLC, Mandeville, LA – Grand Prize #2 CashGulf Guaranty Life Insurance Company, Jackson, MS – Grand Prize #2 Cash

2013 sponsors

Monday, April 22 Noon – Boxed Lunch Available 12:30 pm – Shotgun Start

Vanderbilt Legends Club 1500 Legends Club Lane, Franklin, TN

$90 per person – fee includes boxed lunch prior to shotgun start, cart, range balls, and refreshments on the course

Golf registration deadline is April 1, 2013. Advanced registration is required. Only persons registered to attend the Leadership Convention are eligible to participate in the golf tournament.

Four-person scramble with four places winning prizes plus closest-to-pin and longest putt awards. Players may request playing partners, but they are not guaranteed.

Take I-65 South to Moore’s Lane (Exit 69); Right on Moore’s Lane, left on Franklin Road, Golf Course is on the Left.

Name ______________________________________________Golf Handicap ______________

Company ______________________________________Phone _________________________

Address _______________________________________________________________________

City ________________________________________State ___________ Zip _______________

Make checks payable to Fiserv. Credit cards not accepted.

Amount Enclosed $ __________ $90 per person–includes lunch, range balls, and beverages on the course

Preferred playing partners, if any. Partners are not guaranteed.

Name ______________________________________________

Name ______________________________________________

Name ______________________________________________

(Copy for additional registrants)

Mail this form and check directly to: Fiserve, IncATTN: Don VickPo Box 9Franklin, TN 38557

Golf tournament

Golf tournament

Thanks to Our Sponsor

date & Location

April 21-23, 2013 - Nashville, TNHilton Nashville Downtown • 121 Fourth Avenue South

General Information

Attire: Resort casual attire is appropriate for this program. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort.

Program Availability: Due to hotel guarantees and material produc-tion, reservations received less than 7 days before the program will be subject to space and material availability.

Cancellation Policy: Cancellations received in the TBA office 5 business days prior to the scheduled program will be refunded in full. Due to commitments with hotels, cancellations received less than 5 business days prior to the scheduled program are not refundable. Substitutions are welcome. Registrants who do not attend the program or send a substitute will be responsible for the entire registration fee.

Special Needs: If you have a special need that may affect your par-ticipation in this program, please send TBA a statement regarding any of these special needs at least 10 days before the program. We will contact you to discuss accommodations.

Continuing

education Credit

Advanced Preparation: No advanced preparation required for this program.

Method of delivery: Group-Live

Prerequisites: No prerequisites are required.

Program level: This conference is basic to intermediate.

Attendants qualify for 3 hours of Continuing Professional Education (CPE) credit in the area of Professional Devel-opment. In accordance with the standards of the National

Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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 Accoun-tancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Spon-sors. 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.org

For additional continuing education credit information, call the TBA education department at 800/964-5525 or 615/244-4871.

hotel InformationThe convention is being held at The Hilton Nashville Downtown in Nashville. The hotel is holding a block of rooms on a first-come, first-served basis at a special group rate of $169 plus tax for single/double occupancy.

The deadline for making hotel reservations at this special group rate is Friday, March 29. When the allotted room block is sold, room rates will return to standard prices on a space-available basis, even if it is before the March 29 deadline. Check-in begins at 3:00 pm (CDT) and check-out is 12:00 PM (CDT).

For reservations, please contact the hotel directly at 615/620-2150 (Monday through Friday from 8:00 am-5:00 pm) or by calling 1-800-HILToNS and identify yourself with the Tennessee Bankers Association Leadership Convention to obtain the special group rate.

Fee information

The fee includes speaker handouts, continental breakfast and refresh-ment breaks on Monday and Tuesday, and evening events on Sunday and Monday. There is a separate fee for registering for the golf tournament. Please register early. Day-of-program registrants will be assessed an additional $50 late registration fee.

No written confirmation of registration will be sent from the TBA, unless registration is made online.

Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.

TBA Members / Associate Members TBA Member Spouses Nonmembers Nonmember

Spouses

Early registration $275 $175 $550 $325

Early registration deadline is April 5.

Registration $305 $205 $580 $355

Day-of-Program $355 $255 $630 $405

There is a separate registration form and $90 fee for the golf tournament.

For more information please contact: Susan Taylor, CMP - [email protected] President/Director of Professional Development211 Athens Way, Ste 100 • Nashville, TN 37228-1381615/244-4871 or 800/964-5525 • www.TNBankers.org

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Leadership - Sitemason Conv_web.pdfThe nominating committee must receive official nominations for...

Documents

Transcript of Leadership - Sitemason Conv_web.pdfThe nominating committee must receive official nominations for...