The Tennessee Bankers Association 124th Annual MEETING AnnMtg_Brochure_web.pdf · Agenda SUNDAY,...
Transcript of The Tennessee Bankers Association 124th Annual MEETING AnnMtg_Brochure_web.pdf · Agenda SUNDAY,...
2013-2014 OFFICERS & DIRECTORS
PresidentColin BarrettTennessee Bankers Association, Nashville
ChairmanJeffrey D. AgeePresident/CEO/Director, First Citizens National Bank, Dyersburg
Chairman - electWilliam B. Marsh Chairman/CEO, First Commerce Bank, Lewisburg
Vice ChairmanDavid C. Verble President/CEO, Citizens National Bank, Sevierville
Directors C. David Allen, President/CEO, First National Bank, Lenoir CityRonald L. Samuels, Chairman/President/CEO, Avenue Bank, NashvilleBruce Hamblen, Chairman/President/CEO, Farmers & Merchants Bank, AdamsvilleAllen McClary, President/CEO, UBank, JellicoTim Pettus, President, First Farmers and Merchants Bank, ColumbiaHunt Campbell, Chairman/President/CEO, First Alliance Bank, CordovaRon DeBerry, President/CEO, Commerce Union Bank, SpringfieldJ. Lee Stewart, President, Southern Heritage Bank, ClevelandM. Terry Turner, President/CEO, Pinnacle Bank, NashvilleGordon Majors, President/CEO, The Hardin County Bank, Savannah
Past Chairmen – Ex-Officio Directors C. Craig Fitzhugh, Chairman/CEO, Bank of Ripley, RipleyDonna Stone, Chairman, First Community Bank of Bedford County, ShelbyvilleAnderson “Andy” L. Smith, President/CEO, Jefferson Federal Bank, Morristown
Division Chairmen – Ex-Officio Directors INDEPENDENT BANKERS DIVISION Ted Williams, President/CEO, TriStar Bank, Dickson
YOUNG BANKERS DIVISION Emily Gray, Senior Vice President, The Hardin County Bank, Savannah
CORRESPONDING BANK DIVISION Johnny B. Moore, Jr, President/CEO, SunTrust Bank, Memphis
ABA STATE CHAIRMAN John Jordan, Area President, The Community Bank of East Tennessee, a division of Southern Bank of Tennessee, Clinton
ICBA STATE CHAIRMAN Chris Nunn, Chief Financial Officer, Security Bancorp of Tennessee, Inc, Halls
FINANCIAL PRODUCTS & SERVICES, INC, CHAIRMAN John Muse, Chairman/President/CEO, Farmers State Bank, Mountain City
GOVERNMENT RELATIONS COMMITTEE CHAIRMAN Lee Moss, Chairman/CEO, MidSouth Bank, Murfreesboro
The Tennessee Bankers Association
124th Annual MEETING
The Breakers, Palm Beach, FL
June 8-10, 2014
AgendaSUNDAY, JUNE 8 3:00 – 6:00 pm Registration – South Ballroom Foyer
3:00 – 6:00 pm Exhibits Open / Refreshments – Ponce de Leon I-III Refreshments sponsored by First Citizens National Bank, Dyersburg, TN
6:00 – 7:00 pm Chairman’s Reception – Ocean Lawn Sponsored by Olsen Palmer, Washington, DC
MONDAY, JUNE 97:30 – 9:00 am Exhibits Open / Continental Breakfast – Exhibit Hall – Ponce de Leon I-III Continental Breakfast sponsored by ICBA Bancard & TCM Bank and ICBA Mortgage Solutions, Washington, DC
7:30 – 11:30 am Registration Open – South Ballroom Foyer
9:00 – 11:30 am Business Session – Ponce de Leon IV-VI Call to Order – Jeff Agee
Economic Report – James Bullard Government Relations Report – Lee Moss Remarks – D. Bryan Jordan
11:30 am – 1:00 pm Exhibits Open / Light Lunch – Ponce de Leon I-III
1:00 pm Golf Tournament – Ocean Course Sponsored by Pathway Lending, Nashville, TN
9:00 – 10:30 pm Dessert Party – Mediterranean Ballroom Sponsored by Investors Title Insurance Company, Chapel Hill, NC Music sponsored by PNC Capital Markets, LLC, Pittsburgh, PA
TUESDAY, JUNE 107:30 – 9:00 am Exhibits Open / Continental Breakfast – Exhibit Hall – Ponce de Leon I-III Continental Breakfast sponsored by ICBA Bancard & TCM Bank and ICBA Mortgage Solutions, Washington, DC
7:30 – 11:30 am Registration Open – South Ballroom Foyer
9:00 am – Noon Business Session – Ponce de Leon IV-VI Call to Order – Jeff Agee ABA Report – Frank Keating Leadership in the Midst of Chaos – Mark Green ICBA Report – Jack Hartings
Chairman’s Report/Election of Officers – Jeff Agee Remarks – Butch Jones
Noon – 1:00 pm Exhibits Open / Light Lunch – Ponce de Leon I-III
12:50 pm Grand Prize Giveaway – Exhibit Hall – Ponce de Leon I-III Sponsored by First National Banker’s Bank and FNBB Capital Markets, Birmingham, AL
6:00 – 7:00 pm Reception – South Ballroom Foyer Sponsored by Federal Home Loan Bank of Cincinnati, Cincinnati, OH Professional photography sponsored by Earl R. Whaley and Company, Alcoa, TN Music sponsored by Travelers, Charlotte, NC
7:00 pm Banquet / Entertainment / Dance – Ponce de Leon IV-VI Banquet sponsored by Financial Products and Services, Inc, Nashville, TN Wine sponsored by CRS Data, Knoxville, TN Table centerpieces sponsored by Raymond James, Memphis, TN
brochure printing sponsored by:
Business Sessions & Speakers
TUESDAY, JUNE 10 – Ponce de Leon IV-VI
9:00 am Call to Order Jeff Agee, Chairman, Tennessee Bankers Association, and President/CEO, First Citizens National Bank, Dyersburg, TN
ABA ReportFrank Keating, President/CEO, American Bankers Association, Washington, DC
Leadership in the Midst of ChaosThe Honorable Mark Green, State Senator, District 22, Clarksville, TN
10:15 am Coffee BreakSponsored by Bankers Healthcare Group, Inc, Syracuse, NY
10:30 am ICBA ReportJack Hartings, Chairman-elect, Independent Community Bankers of America, and President/CEO, The Peoples Bank Co, Coldwater, OH
Chairman’s Report and Election of OfficersJeff Agee, Chairman, Tennessee Bankers Association, and President/CEO, First Citizens National Bank, Dyersburg, TN
Remarks Butch Jones, Head Football Coach, University of Tennessee, Knoxville, TN
Noon Adjourn
MONDAY, JUNE 9 – Ponce de Leon IV-VI
9:00 am Call to Order Jeff Agee, Chairman, Tennessee Bankers Association, and President/CEO, First Citizens National Bank, Dyersburg, TN
Economic Report James Bullard, President/CEO, Federal Reserve Bank of St Louis, St Louis, MO
Government Relations ReportLee Moss, Chairman, Government Relations Committee, Tennessee Bankers Association, and Chairman/CEO, MidSouth Bank, Murfreesboro, TN
10:15 am Coffee Break Sponsored by Mauldin & Jenkins CPA, LLC, Atlanta, GA
10:30 am Remarks D. Bryan Jordan, Chairman/President/CEO, First Horizon National Corporation, Memphis, TN
11:30 am Adjourn
TBA REGISTRATION DESK South Ballroom FoyerJune 8 • 3:00 – 6:00 pm
June 9 • 7:30 – 11:30 am
June 10 • 7:30 – 11:30 am
EXHIBIT HALL SCHEDULEPonce de Leon I-IIIJune 8 • 3:00 – 6:00 pm
June 9 • 7:30 – 9:00 am & 11:30 am – 1:00 pm
June 10 • 7:30 – 9:00 am & Noon – 1:00 pm
June 10 • Grand Prize Drawing – 12:50 pm (must be present to win)
DRESS CODE Resort casual attire is appropriate for the TBA business sessions and Sunday and Monday night events. Business casual attire is suggested for Tuesday evening’s activities.
General convention InformationDOWNLOAD THE ANNUAL MEETING EVENT APPEnjoy custom schedules, exhibitor info, local activities, and much more!
REDEEM CODE: TBA14
Learn more at: www.guidebook.com/g/14TBAAnnualMeeting
Sponsored by: Bank Compliance Group, Inc, Franklin, TN
Agee
Bullard
Moss
Jordan
Keating
Green
Hartings
Jones
SUNDAY, JUNE 8Registration / Exhibits Open / Refreshments Start the meeting off right by stopping in for refreshments, sponsored by your TBA Chairman Jeff Agee and First Citizens National Bank, while visiting the trade show. Be sure to thank the vendors for their participation and pick up a few tips on how to improve your bank with their products and services.
Time: 3:00 – 6:00 pmLocation: South Ballroom Foyer/Ponce de Leon I-IIIRefreshments Sponsor: First Citizens National Bank, Dyersburg, TN
Chairman’s Reception Join us in honoring Jeff Agee and his wife, Jolie, for their leadership as TBA chairman and first lady in 2013-2014.
Time: 6:00 – 7:00 pm Location: Ocean Lawn Sponsor: Olsen Palmer, Washington, DC
MONDAY, JUNE 9Exhibit Hall – Light BreakfastCoffee, juice, and pastries will be available in the Exhibit Hall for those who want to visit with vendors before the General Session.
Time: 7:30 – 9:00 am Location: Exhibit Hall – Ponce de Leon I-III Continental Breakfast Sponsor: ICBA Bancard & TCM Bank and ICBA Mortgage Solutions, Washington, DC
Exhibit Hall – Light LunchA light lunch will be available in the Exhibit Hall for those visiting the trade show.
Time: 11:30am – 1:00 pm Location: Exhibit Hall – Ponce de Leon I-III
Golf TournamentWith fairways that weave between sandy hazards, the Ocean Course rewards wit over power, challenging golfers to play the ball low on 140 acres overlooking the Atlantic Ocean. Boxed lunches will be available before the 1:00 pm shotgun start. Pre-registration for the tournament is required, and space is limited. Tournament sponsors are contributing refreshments and prizes.
Time: 1:00 pm Shotgun StartLocation: Ocean Course Sponsor: Pathway Lending, Nashville, TN
The Tennessee Bankers Association
124th Annual MEETING
The Breakers, Palm Beach, FL
June 8-10, 2014
Activities & Events
Dessert PartySkip dessert at dinner because the
Dessert Party will offer plenty of tasty treats to satisfy that sweet tooth. Join your fellow Tennessee bankers for some
sweets and socializing.
Time: 9:00 – 10:30 pm Location: Mediterranean Ballroom Sponsor: Investors Title Insurance Company, Chapel Hill, NCMusic Sponsor: PNC Capital Markets, LLC, Pittsburgh, PA
TUESDAY, JUNE 10Exhibit Hall – Light BreakfastCoffee, juice, and pastries will be available while you visit with vendors before the General Session.
Time: 7:30 – 9:00 am Location: Exhibit Hall – Ponce de Leon I-III Continental Breakfast Sponsor: ICBA Bancard & TCM Bank and ICBA Mortgage Solutions, Washington, DC
Exhibit Hall – Light Lunch & Prize DrawingsA light lunch will be available in the exhibit hall for those visiting the trade show. Be sure to get your Exhibit Hall card stamped by each exhibitor and turn it in for the $1,000 grand prize drawing. In addition, many exhibitors will give away prizes of their own. Prize drawings begin promptly at 12:50 pm, and you must be present in the Exhibit Hall to win.
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Time: Noon – 1:00 pm Location: Exhibit Hall - Ponce de Leon I-III Grand Prize Sponsor: First National Banker’s Bank and FNBB Capital Markets, Birmingham, AL
ReceptionTime: 6:00 – 7:00 pmLocation: South Ballroom FoyerSponsor: Federal Home Loan Bank of Cincinnati, Cincinnati, OH Professional Photography Sponsor: Earl R. Whaley and Company, Alcoa, TN Music Sponsor: Travelers, Charlotte, NC
Banquet / Entertainment / DanceEnjoy a delicious dinner, then take the dance floor as local band VoxBlu plays hits from Top 40 to Motown to Disco!
Time: 7:00 pm • Location: Ponce de Leon Ballroom Banquet Sponsor: Financial Products and Services, Inc, Nashville, TN Banquet Wine Sponsor: CRS Data, Knoxville, TNTable Centerpiece Sponsor: Raymond James & Associates, Memphis, TN
The Tennessee Bankers Association
124th Annual MEETING
The Breakers, Palm Beach, FL
June 8-10, 2014
Exhibit Hall
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Level 5, LLC, Atlanta, GA ............................................1
High Cotton, Birmingham, AL .....................................2
Federal Reserve Bank, Germantown, TN ....................3
Bankers Healthcare Group, Syracuse , NY ..................4
Holtmeyer & Monson, Memphis, TN ..........................5
KraftCPAs PLLC, Nashville, TN ....................................6
Travelers, Charlotte, NC ..............................................7
Promontory Interfinancial Network, LLC, Arlington, VA .............................................................8
AmTrust Group, Cleveland, OH ..................................9
TransFund, Tulsa, OK .................................................10Investors Title Insurance Company, Chapel Hill, NC ........................................................11
Financial Products and Services, Inc, Nashville, TN ...........................................................12
Diebold Incorporated , Nashville, TN .......................13
D&H, Portland, OR ....................................................14
Harland Clarke, San Antonio, TX ..............................15
First Community Mortgage, Murfreesboro, TN ..................................................16
Investment Professionals, Inc, San Antonio, TX ....................................................17
Business Credit Reports, Gallatin, TN .....................18
Crowell & Crowell, PLLC, Franklin, TN ....................19
Cardinal Software, Johnston, IA ..............................20
Ncontracts, Brentwood, TN ....................................21
Works24, Goodlettsville, TN ...................................22
Pershing Yoakley & Associates, Knoxville, TN ........23
Mauldin & Jenkins LLC, Chattanooga, TN ..............24
NFP Executive Benefits, Brentwood, TN ................25
Brightbridge Inc, Chattanooga, TN ........................26
Triumph Mortgage , Collierville, TN........................27
Bank Financial Services Group, Nashville, TN .........28
Eclipse Brand Builders, Alpharetta, GA ..................29
Clarity Appraisal Management, Nashville, TN ........30
Office Depot, Nashville, TN ....................................31
Federal Home Loan Bank, Cincinnati, OH ..............32
Crescent Mortgage Company, Knoxville, TN .........33
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2014 Annual Meeting Sponsors
BRONZE SPONSORSCenterState Bank, Brentwood, TN – Bottled Waters Dixon Hughes Goodman LLP, Memphis, TN – General SponsorKraftCPAs PLLC, Nashville,TN – Note PadsSNL Financial, Charlottesville, VA – General SponsorThe Plateau Group, Inc, Crossville, TN – General SponsorTIB – The Independent BankersBank, Nashville, TN – Registration BookletsTravelers, Charlotte, NC – Banquet Reception Music
GOLD SPONSORS
Crowe Horwath LLP, Brentwood, TN – Guest Room Key Cards Federal Home Loan Bank of Cincinnati, Cincinnati, OH – Banquet Reception ICBA Bancard and TCM Bank, and ICBA Mortgage Solutions, Washington, DC – Continental Breakfasts in Exhibit Hall
PLATINUM SPONSORS
Financial Products and Services, Inc, Nashville, TN – Banquet FTN Financial – General SponsorInvestors Title Insurance Company, Chapel Hill, NC – Dessert Party Olsen Palmer, Washington, DC – Chairman’s ReceptionPathway Lending, Nashville, TN – Golf Tournament, Private Reception, and Tote Bags
SILVER SPONSORS
American Bankers Association, Washington, DC – General Sponsor Alexander Thompson Arnold, PLLC, Milan, TN – Pocket Agenda Banc Compliance Group, Inc, Franklin, TN – Mobile App Bankers Healthcare Group, Inc Syracuse, NY – Tuesday Coffee BarCrowell & Crowell, PLLC, Franklin, TN – Brochure Printing CRS Data, Knoxville, TN – Banquet WineEarl R. Whaley and Company, Alcoa, TN – Professional PhotographyFirst Citizens National Bank, Dyersburg – Refreshments in Exhibit Hall during Registration First National Banker’s Bank and FNBB Capital Markets, Birmingham, AL – Grand Prize Giveaway & Pens Helms Briscoe, Atlanta, GA – General SponsorMauldin & Jenkins CPA, LLC, Chattanooga, TN – Monday Coffee BarPNC Capital Markets, LLC, Pittsburgh, PA – Dessert Party Music Raymond James & Associates, Memphis, TN – Banquet Table Centerpieces
HELMSBRISCOE