Trust
&
Wealth
management conference
October 20 & 21, 2011
TBA Barrett Training Center
2011
Trust
&
Wealth
management conference
Conference Agenda
Thursday, October 20
Noon
Registration
Refreshments sponsored by MainStreet Advisors, Chicago, IL
1:00 pm
Managing Fixed Income Investments in a Low Interest Rate Environment
Alex Urbani, CFA, Managing Director,
MainStreet Advisors, Chicago, IL
7:00 pm
Nashville Songwriters – Billy Dean and Trent Jeffcoat
Sponsored by Federated Investors, Inc, Pittsburgh, PA
Friday, October 21
2:00 pm
Washington Update
Timothy Keehan, Vice President/Senior Counsel, Center for Trust, Investments, and Securities, American Bankers Association, Washington, DC
3:00 pm
Break
Sponsored by ProxyTrust, Islandia, NY
3:15 pm
Current Issues and Trends in Regulation and Examination
Moderator: T. Wayne Hood, Of Counsel, Miller
& Martin, PLLC, Nashville
Panelists: N. Houston Parks, General Counsel,
First Farmers and Merchants Bank, Columbia;
Vivian Lamb, Program Administrator, Trust
Examinations Section, Tennessee Department of
Financial Institutions, Nashville;
Michael Davis, CPA, CFSA, Senior Manager,
Assurance Services, KraftCPAs, PLLC, Nashville;
Charles C. Burgess, Asset Management Lead
Expert, US Office of the Comptroller of the Currency,
Brentwood
5:00 pm
Reception
Sponsored by Crews and Associates, Inc, Little Rock, AR
6:00 pm
Dinner
Sponsored by Federated Investors, Inc, Pittsburgh, PA
7:00 am
Breakfast
8:00 am
Social Media in the Wealth Management Industry
Jeff Bloedorn, Vice President, FIS Wealth Management Solutions, Menomonee Falls, WI
Social Media – Legal and Regulatory Issues
Matthew J. DeVries, Attorney, Stites &
Harbison, PLLC, Nashville
9:45 am
Break
Sponsored by Broadridge Financial Solutions, Inc, New York, NY
10:00 am
Effective Employee Benefit Administration
John Baronich, Senior Vice President and Trust Officer, BancorpSouth Bank, Jackson, MS
11:00 am
Economic Trends/Forecast
Tom Parker, Senior Vice President, Equity Strategy Group, SunTrust Investment Services, Inc, Atlanta, GA
Noon
Conference Adjourns
Download the Speakers & Entertainers Bios
Trust
&
Wealth
management conference
Trust Committee
Doug Roth
Chairman: Doug Roth, Vice President and
Tennessee Trust Division Manager, BancorpSouth
Bank, Jackson
Chairman-elect: Al Secor, Executive Vice
President, CapitalMark Bank & Trust, Chattanooga
Vice Chairman: Kim Boone, Senior Personal
Trust Officer, First Farmers and Merchants Bank,
Columbia
Immediate Past Chairman: Emily Walker, Trust
Officer, Commercial Bank & Trust Co, Paris
East
Mike Bevins, Executive Vice President, Citizens National Bank,
Athens
Middle
Joseph Presley, President/CEO, Cumberland Trust and Investment
Company, Nashville
Charlotte Csabi, Senior Vice President/Trust Officer, Pinnacle
National Bank, Murfreesboro
Keith Keisling, Vice President, Equitable Trust Company, Nashville
Derrick A. Jones, Wealth Management Services Managing Director,
Nashville Bank and Trust Company, Nashville
West
Joyce Crocker, Senior Vice President/Trust Officer, Carroll Bank &
Trust, Huntingdon
Harold Fletcher, Attorney, Memphis
Hotel Information
The Springhill Suites, 250 Athens Way, Nashville is holding
block of rooms on a first-come, first-served basis at a special group
rate of $111 single/double per night. The deadline for making
hotel reservations at the conference rate is September 21. When
the allotted room block is sold, room rates will return to standard prices on
a space-avialable basis, even if it is before the September 21 deadline. After
September 21, the room block will be released to the general public, and rates
return to standard prices on a space-available basis, so be sure to reserve your
accommodations early.
To make reservations, contact the hotel directly at 800/971-4761 and ask
for the Tennessee Bankers Association block of rooms to receive the special
group rate.
Reservations can also be made at the Millennium Maxwell House Hotel,
2025 Rosa Parks Boulevard, by calling 800/457-4460. Let reservations
personnel know that you are with the Tennessee Bankers Association to
receive the special rate of $99 for a standard room (plus tax), as long as
standard rooms are available.
Conference Fees
TBA Members / Associate Members
Early Registration
Member
Spouses
Nonmembers
Nonmember
Spouses
$85
$570
$170
$285
Early registration deadline is October 6.
Registration
$315
$115
$600
$200
At-the-door
$365
$165
$650
$250
Fee includes instruction; instructional materials; reception, dinner, and
entertainment on Thursday evening; continental breakfast on Friday; and
refreshment breaks on both days. At-the-door registrants will be assessed
an additional $50 late registration fee.
No written confirmation of seminar registration will be sent from the TBA.
Participation in TBA programs is limited to members, associate members,
and nonmembers from an eligible membership category at applicable
member or nonmember rates.
Thank You to Our Sponsors
October 20
MainStreet Advisors, Chicago, IL – Beverages/Snack Break
ProxyTrust, Islandia, NY – Refreshment Break
Crews & Associates, Inc, Little Rock, AR – Reception
Federated Investors, Inc, Pittsburgh, PA – Dinner/Entertainment
October 21
M    S   A    
Broadridge Financial Solutions, Inc, New York, NY – Refreshment Break
Continuing Education Credit
CLE
General Information
Attendants qualify for 7.25 hours of general credit of Continuing
Legal Education (CLE).
Attendants qualify for 4.5 hours of Certified Financial Planner
(CFP®) credit.
Attendants qualify for 8.5 hours of Continuing Professional
Education (CPE) credit in the area of Specialized Knowledge and
Application. No prerequisites are required for this program. For
more information regarding administrative policies or complaints, please
contact our offices at 615/244-4871.
Attire: Business casual attire is appropriate for all TBA programs.
Because of temperature variations in meeting rooms, please bring a
sweater or jacket for your comfort.
Special Needs: If you have a disability that may affect your participation in this program, please send TBA a statement regarding any
special needs at least 10 days before the program. We will contact
you to discuss accommodations.
Cancellation Policy: Cancellations received in the TBA office
7 business days prior to the scheduled program will be refunded
in full. Due to commitments with hotels, cancellations received
less than 7 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.
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
submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Submitted for credit from the Institute of Certified Bankers (ICB);
area to be determined. After approval, please make application
directly with ICB.
To obtain continuing education credit applications or more information, call
the TBA education department at 800/964-5525 or 615/244-4871.
For more information contact:
Penny Powlas – [email protected]
Executive Assistant, Administration / Legal
Tennessee Bankers Association
800/964-5525 or 615/244-4871 • Fax: 615/324-1987
www.TNBankers.org
2011 Trust and wealth management conference
October 20 & 21 • TBA Barrett Training Center, Nashville
Please print or type. List name and badge nickname for each attendant. Check space if registrant is a spouse.
Must be included for delegates
For educational tracking purposes only
Name:____________________________________ Nickname___________________ Spouse
E-mail__________________________________ SS#_________________________
Name:____________________________________ Nickname___________________ Spouse
E-mail__________________________________ SS#_________________________
Name:____________________________________ Nickname___________________ Spouse
E-mail__________________________________ SS#_________________________
Name:____________________________________ Nickname___________________ Spouse
E-mail__________________________________ SS#_________________________
Name:____________________________________ Nickname___________________ Spouse
E-mail__________________________________ SS#_________________________
Name:____________________________________ Nickname___________________ Spouse
E-mail__________________________________ SS#_________________________
Company_____________________________________________Contact_ __________________________________ E-mail_________________________________________________
Address____________________________________________________ City_________________________________State_ _________ Zip_ ______________ Phone_________________
TBA Members / Associate Members
Early Registration
$285
Member
Spouses
Nonmembers
Nonmember
Spouses
$85
$570
$170
Early registration deadline is October 6.
Registration
$315
$115
$600
$200
At-the-door
$365
$165
$650
$250
Method of payment: ❏ VISA ❏ MasterCard ❏ Check
To register online go to
www.TNBankers.org
TOTAL $_______________________
CK#_____________________________________________
Card #______________________________________ Exp Date__________
Make checks payable to Tennessee Bankers Association
Name as appears on card (please print)_______________________________________________________________________
Card billing address______________________________________________________________________________________________
City_ ___________________________________ State_______ Zip_____________________ Phone______________________________
Signature of cardholder__________________________________________________________________________________
Return completed form & payment to:
Tennessee Bankers Association
ATTN: Penny Powlas
211 Athens Way, Ste 100
Nashville, TN 37228-1381
Phone: 615/244-4871 or 800/964-5525
Fax: 615/324-1987