Wednesday, June 6, 2012 • Idle Hour Country Club, Macon 9:00 am – 2:30 pm
About the Speakers
Identifying new sources of revenue and managing expenses during these difficult times continues to be quite a challenge for community banks.
Brian Miller, Managing Consultant, Banc Consulting Partners Brian is a founding member and Managing Principal of Banc Consulting Partners. Brian specializes in the design and ongoing management of Bank Owned Life Insurance (BOLI) portfolios and the non-qualiﬁed beneﬁt programs that are ﬁnanced with BOLI. He is a graduate of Georgia Southern University and is a licensed insurance representative, a registered representative with FINRA (Financial Industry Regulatory Authority) and holds his Series 6 and 63 licenses.
The CBA is pleased to partner with CBA Endorsed Member Companies (EMCs) to offer a new educational series designed to help you with ideas to save money, increase income and operate more efficiently using services from CBA EMCs, who have a proven success record with Georgia community banks. The inaugural workshop of the EMC Revenue Generating and Expense Control Solutions Series will be held on Wednesday, June 6, 2012, at the Idle Hour Country Club in Macon from 9:00 am - 2:30 pm. The topics and speakers for the June workshop are: “A Fresh Perspective on BOLI in a Zero Interest Rate Environment” With expectations of a continued low interest rate environment through 2013, many community banks’ net interest margins will likely continue to decrease, forcing them to look for other ways to make money or reduce costs. – Brian Miller, Managing Consultant, Banc Consulting Partners “Do More for Less” Save money through improved operational efficiency and reduced vendor processing expenses. – Jim Wilkson, President , BankSmart “How to Generate and Sustain Overdraft Fee Income in a Compliance Driven Environment” IMPACT will be able to show and prove to community banks they can still create and sustain overdraft fee income in this compliance driven environment. – Jason Pruitt, Vice President of Sales, IMPACT Financial Services “The Battle for Independence: Understanding the Revised Interagency Guidelines on Appraisals and Evaluations” On December 2, 2010, five federal agencies jointly issued revised Appraisal Guidelines for regulated institutions. Join your peers as Nathan Brown guides you through the independence requirements and offers practical compliance strategies. – Nathan Brown, Chief Legal Officer & Senior Compliance Director, MountainSeed Appraisal Management If you are interested in learning solutions to increase revenue and to control and reduce expenses, please make plans now to attend this new series. To register, please see reverse side.
Jim Wilkson, President, BankSmart Jim has spent 32 years working in nearly every aspect of banking operations and the past eleven committed to helping community banks make educated decisions about their technology environment and service providers. A graduate of many banking programs including the University of Wisconsin Graduate School of Banking, his familiarity with the service providers in the industry and comprehensive understanding of the vendor selection process has earned him a respected reputation among both clients and peers within the banking industry. Jason Pruitt, Vice President of Sales, IMPACT Financial Services Jason has been in the community banking industry for over 20 years. He began his career at Roswell Bank and worked for community banks for over 10 years before serving as Vice President of Member Services for the Community Bankers Association of Georgia (CBA). At the CBA, Jason worked with state and federal regulatory agencies, the Georgia legislature, endorsed and associate member companies and executive community bankers from across the state of Georgia. He is presently the Vice President of Sales for IMPACT Financial Services. Nathan Brown, Chief Legal Officer & Senior Compliance Director, MountainSeed Advisors Nathan brings a substantial wealth of knowledge garnered through years of experience in advising clients through complex financial transactions and regulatory compliance. Nathan has proven experience managing large-scale licensing and registration efforts in states across the country; and deep levels of knowledge and application experience relative to the Truth in Lending Act (TILA), the Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA), the Dodd-Frank Act, and the Office of the Comptroller of the Currency (OCC).
Schedule 9:00 am
Registration/ Continental Breakfast
“A Fresh Perspective on BOLI in a Zero Interest Rate Environment – Brian Miller
“Do More for Less” – Jim Wilkson
“How to Generate and Sustain Overdraft Fee Income in a Compliance Driven Environment” – Jason Pruitt
The Battle for Independence: Understanding the Revised Interagency Guidelines on Appraisals and Evaluations – Nathan Brown
Q&A Session/ Closing Remarks
Pricing CBA Members: $99 for first attendee; $59 for each additional person from the same financial institution Non-Members: $145 per person (Prepayment Required)
Who Should Attend? Chief Executive Officer (CEO), Chief Operations Officer (COO), Chief Financial Officer (CFO), Chief Administrative Officer (CAO), Chief Risk Officer and other C-Level officers will all benefit from this series.
Location Idle Hour Country Club 251 Idle Hour Drive Macon, Georgia 31210
Accommodations Fairfield Inn Macon West 110 Plantation Drive Macon, GA 31210 (478) 474 9922
Wednesday, June 6, 2012 • Idle Hour Country Club, Macon
Registration Form Name: ___________________________________________________________ Bank/Company: __________________________________________________ Address: _______________________________________________________ City / State / ZIP: _______________________________________________ Email Address: _________________________________________________ Phone: _________________________ Fax: ____________________________ Name: ___________________________________________________________ Bank/Company: __________________________________________________ Address: _______________________________________________________ City / State / ZIP: _______________________________________________ Email Address: _________________________________________________ Phone: _________________________ Fax: ____________________________
Payment Options Invoice Bank/Company Check Enclosed Credit Card Name (as appears on card): _________________________________________ Account Number: __________________________________________________ Billing Address of Cardholder: _______________________________________ ZIP Code: __________ Exp. Date: ____________ Security Code: _________ Amount to charge to card: $______________________
Due to facility guarantee deadlines, written cancellations must be received four or more business days prior to the event to receive full credit. Credits are not provided for cancellations received within three business days of the event or if absences occur on the day of the event. Attendee substitutions are welcome at any time.
To register Mail or fax completed form to address/fax number below or register online.
1900 The Exchange, Suite 600, Atlanta, GA 30339 (770) 541-4490 • (800) 648-8215 • Fax: (770) 541-4496 www.cbaofga.com • firstname.lastname@example.org