Human Resources2012 Conference

Embassy Suites Hotel &Conference CenterMurfreesboro, Tennessee

MARCH 21 & 22

Tools for yourTOOLBOX

Chairman: Catherine Nave, Vice President/Human Resources Director, Tennessee State Bank, Pigeon Forge

Stacy Adams, Vice President/Human Resources, Peoples Bank, Clifton

Bonnie Autry, Vice President, Carroll Bank and Trust, Huntingdon

Kathy Barber, Executive Vice President/Chief Human Resources Officer, First State Bank, Union City

Judith (Jody) Beason, Director of Human Resources, Citizens Bank, New Tazewell

Evon Chastain, Vice President/Human Resources, Cornerstone Community Bank, Chattanooga

Michelle Davis, Vice President/Human Resources Director, Southern Heritage Bank, Cleveland

Debbie Durham, Vice President/Human Resources, First Volunteer Bank of Tennessee, Chattanooga

Sharon Jones, Vice President, Human Resources, Citizens Bank, Elizabethton

Amy Harrison, SPHR, Assistant Vice President/Human Resources & Marketing, Greeneville Federal Bank, Greeneville

Jeanette Kramer, Vice President/Human Resources, Legends Bank, Clarksville

Nancy Locke, Vice President, Human Resources & Marketing Manager, The First National Bank of McMinnville, McMinnville

Catherine Nave

Michael Lynch, Sales Consultant, Financial Products and Services, Inc, Nashville

Renee Morris, Vice President/Human Resources Director, Farmers and Merchants Bank, Trezevant

Michael Patterson, First Vice President/Human Resources, Mountain National Bank, Sevierville

Sandra K. Phillips, Assistant Vice President/Executive Administrative Assistant/ Customer Services Manager, Peoples Bank & Trust Company, Manchester

Lynn Ray, Senior Vice President/Director of Human Resources, F&M Bank, Clarksville

Debbie D. M. Richards, PHR, Senior Vice President/Director of Human Resources, Bank of Tennessee, Johnson City

C. Eric Stevens, Shareholder, Littler Mendelson, PC, Nashville

Thomas (Tony) Anthony Swafford, Member, Miller & Martin, PLLC, Nashville

Fran Turner, Vice President Human Resources, Northeast Tennessee Region, BancorpSouth Bank, Jackson

R. Eddie Wayland, Attorney/Partner, King & Ballow, Nashville

Laurie Willoughby, Human Resources Manager, The Hardin County Bank, Savannah

2011-2012 Human Resources Committee

:Agenda – Wednesday, March 21

8:30 am Registration/Continental Breakfast Continental breakfast sponsored by Financial Products & Services, Inc, Nashville, TN

9:00 am Call to Order Catherine Nave, Chairman, TBA Human Resources Committee, and Vice President/Human Resources Director, Tennessee State Bank, Pigeon Forge, TN

9:15 am Inspiring Leadership, Unleashing Motivation in the Workplace

Brian Townley, Senior Vice President, The National Banks of Central Texas, Hewitt, TX

The author of INSPIRING LEADERSHIP —Unleashing Motivation in the Workplace shares trademark methods to foster relation-ships that yield profits—both personally and on the bottom line—for your bank, custom-ers, and employees.

Imagine if the untapped potential in your team were unleashed, if your employees saw your success as their success, if your highest goals were indeed reachable because the staff you hired were inspired to make them happy. Motivation is inspired by leadership, and there is a difference between being a “boss” and being a “leader.” This session is designed specifically for bank leaders and executives who are responsible for developing future bank leaders. Townley will show you how to unleash the true leader within. “Employees must feel it’s about them before it can be about the company.” says Townley.

10:30 am Break

10:45 am Legal Roundtable and Q&A C. Eric Stevens, Shareholder, Littler Mendelson, PC, Nashville, TN R. Eddie Wayland, Attorney/Partner, King & Ballow, Nashville, TN

Legal requirements and related issues continue to expand and demand more of your time and attention. In this timely and informative panel discussion, two distinguished employment law

Human Resources 2012 Conference

Human resources professionals & support staff, branch managers, and supervisory personnel

Who should attend the 2012 Conference?

March 21 & 22, 2012Embassy Suites Hotel & Conference Center Murfreesboro, TN

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attorneys will provide their insight and perspec-tive on important current issues. The presenta-tion will address such topics as wage and hour liabilities, FCRA, e-verify, social media, and DOL/NLRB rules and decisions. In addition, there will be an interactive Q&A session to ad-dress participants’ questions. Take advantage of this opportunity to sharpen your tools and to have your questions answered.

Noon Lunch Sponsored by The Ross Group at Morgan Stanley Smith Barney, Memphis, TN

1:00 pm Concurrent Workshops Workshop 1

HR 101.1 Jerry C. Newsome, Shareholder, Littler Mendelson, PC, Atlanta, GA C. Eric Stevens, Shareholder, Littler Mendelson, PC, Nashville, TN

If you are new to human resources, or if you just want a good refresher, this two-part workshop is for you. From recruitment to termination and unemployment claims, this session will highlight the legal and practical concerns facing human resources professionals in the financial industry, including job descrip-tions, performance evaluations, postings, recordkeeping, wage and hour considerations, common FMLA issues, policies, employee management, and discipline. Bring your ques-tions to share with your peers.

Workshop 2Talent Management Tools for Your Toolbox Brian Townley, Senior Vice President, The National Banks of Central Texas, Hewitt, TX

Recruiting the right people for the right job and using their talents to enhance products, and ultimately profits, doesn’t happen by accident. In fact, banks that do this well tend to reap the benefits of happy employees who know how to make clients feel appreci-ated. In turn, the sequence is complete when those satisfied clients become loyal custom-ers and the best word-of-mouth advertisers for your bank. Instead of merely going through the motions of hiring, generating paychecks, and processing paid time off and

other benefits, today’s “human resources” is more than just a business function. It’s a partnership that provides a cohesive system to govern the bank’s most precious resource and ensure that the best talent is not only recruited, but also retained. This session shares many best practices.

Workshop 3 Managing FLSA Exemption ChallengesKara Shea, Member, Miller & Martin, PLLC, Nashville, TN

Classifying employees as exempt from the FLSA’s overtime requirements calls for far more than simply paying them a salary. All exempt employees also must perform specific types of job duties. What does that mean for each of the major exemptions? And what are some of the unique exemption issues facing financial institutions? In this session, Shea will answer these questions, with a particular focus on dispelling the many myths associ-ated with exempt status. The session will provide the tools you need to classify employ-ees correctly to avoid overtime liability.

2:15 pm Break

2:30 pm Concurrent Workshops Workshop 1 Continues

HR 101.1 Jerry C. Newsome, Shareholder, Littler Mendelson, PC, Atlanta, GA C. Eric Stevens, Shareholder, Littler Mendelson, PC, Nashville, TN

In the second half of the workshop, we will complete our journey through the HR waterfront, moving to the end of the HR continuum, with more time for questions.

Workshop 3 RepeatsManaging FLSA Exemption Challenges

Kara Shea, Member, Miller & Martin, PLLC, Nashville, TN Workshop 4 Replaces Workshop 2

Social Networking and Your Employment Law Toolbox Stacie Caraway, Member, Miller & Martin, PLLC, Nashville, TN

Social networking is here to stay, and employ-ers need to be aware of the legal ramifications with respect to workplace decision-making. In this session, Caraway will discuss the

2012 Human Resources Conference

Agenda continued

pros and cons of screening job applicants via social networking sites, the importance of having an up-to-date computer usage and social networking policy, and the potential risks and limitations on making termination and other employment decisions based on an employee’s social networking activity. We will provide practical examples of workplace dilemmas that arise in our “cyber-age” and let you know what the courts and the Na-tional Labor Relations Board have had to say about these issues, providing more tools for your employment law tool box.

4:00 – Reception5:00 pm Sponsored by Financial Products & Services, Inc, Nashville, TN

Thursday, March 22

8:00 am Registration/Continental Breakfast

8:30 am Call to Order Catherine Nave, Chairman, TBA Human Resources Committee, and Vice President/Human Resources Director, Tennessee State Bank, Pigeon Forge, TN

8:45 am ADA/FMLA Interactive ProcessJoshua J. Sudbury, Attorney, and Eddie Wayland, Attorney/Partner, King & Ballow, Nashville, TN

Recent statutory and regulatory changes have forced employers to re-analyze the way they approach employee disability and leave issues. The Americans with Disabilities Act Amendments Act and the new EEOC implementing regulations that recently went into effect are game changers. The junctions where the ADAAA and various leave laws intersect are becoming increasingly more time-consuming and difficult to navigate. Through a combination of discussions, case studies, hypotheticals, and real-life situations, Wayland and Sudbury, will tackle the essential points raised by these legal entanglements from a banking industry perspective. They also will take you step-by-step through the ADA’s interactive process to keep you and your bank advised on how best to deal with a disabled employee’s request for accommoda-tion and leave. The open, participatory format of the program will foster a free exchange of information and insure the questions you have are addressed. Make sure you have the proper tools in your toolbox.

10:00 am Break

10:15 am Strategic HR – The Normal Play Book Won’t Get You There Margaret Morford, President, The HR Edge, Inc, Brentwood, TN

Are you tired of working really hard and being “tolerated” within your organization? This session will identify the top six mistakes HR professionals make that chip away at their credibility and help you understand how your current behavior may be eroding HR’s effectiveness. Learn what management (the customer) really wants from HR and how to astound them regarding what HR can bring to the table. Look at contributing in an en-tirely different way so you can be a real asset to your organization. Become the future of HR by adjusting your current mindset in or-der to deliver what your organizations needs today...and a decade from now.

11:45 am Conference Adjourns

THank You to our sponsors

Financial Products & Services, Inc, Nashville, TN March 21 Continental Breakfast and Reception • Pocket Agenda

The Ross Group at Morgan Stanley Smith Barney, Memphis, TN March 21 Luncheon

2012 Human Resources Conference

agreement disputes, misappropriation of trade secret claims, minority shareholder rights disputes, unfair competition claims, employment discrimination and sexual harassment litigation, whistleblower claims, employee benefits litigation, employment tort and contract claims, wage and hour issues, and workers’ compensation retaliation claims. Newsome devotes the majority of his practice to noncompetition and trade secret litigation, drafting noncompetition agreements and assisting clients in taking proactive measures to protect their trade secrets and proprietary business information. He has litigated trade secret and noncompetition disputes in numerous industries.

Newsome regularly conducts training sessions for managers and supervisors with a focus on teaching strong management fundamentals in order to build employee morale, accomplish management objectives, and ensure legal compliance. He has significant experience training foreign nationals on compli-ance with labor and employment laws in the United States and the cultural workplace differences executives, managers, and supervisors new to the United States may encounter.

Before attending law school, Newsome worked for four years as a supervisor for UPS and Roadway Package System. This experience provides a perspective few attorneys have in assisting clients with developing creative solutions for em-ployee challenges which ensure legal compliance while also accomplishing management objectives.

Newsome holds a BBA degree from the University of Memphis. He earned his JD degree from the University of Memphis School of Law and is a member of the Atlanta and Georgia bar associations.

Kara E. Shea is a member of Miller & Mar-tin, PLLC, Nashville. She provides practical advice on employment issues and compliance to national, regional, and local employers of all sizes, ranging from Fortune 500 companies to small businesses and across a variety of industries. Shea also represents employers

before administrative agencies such as the EEOC and in litigation, including discrimination, retaliatory discharge, whistleblower, and wage and hour cases, including class actions.

She has briefed cases presented to both the Tennessee and the US Supreme Court. Her court admissions include the US Court of Appeals, Sixth, Seventh, Tenth, and Eleventh Circuits and the US Supreme Court.

Shea regularly speaks on employment-related topics and provides supervisory training on topics including FMLA and FLSA compliance, conducting workplace investigations, and implementing employee discipline. She is the co-author of a comprehensive guide to wage and hour compliance and is the editor of the Tennessee Employment law Letter.

A member of the American, Tennessee, and Nashville bar associations, Shea earned her BS degree summa cum laude from Boston University and her JD degree from Vanderbilt University, where she was associate editor of the Vanderbilt Law Review.

Stacie Caraway, member, Miller & Martin, PLLC, is a national employment law advisor, litigator, and trainer. She advises national, regional, and local employers concerning general employment and labor law issues; develops, reviews, and updates human re-source policies and supporting agreements;

and represents employers in local, state, and federal legal proceedings including EEOC and state human rights com-mission investigations, mediations, and lawsuits throughout the United States.

Caraway is a frequent speaker at national, state, and local employment law symposiums and provides in-house training and counsel on employment law issues relating to hiring, disci-pline, accommodations, and terminations. In addition, Cara-way practices entertainment law by designing and reviewing management, artist, agent, and recording contracts.

She earned her BA degree summa cum laude from the University of Tennessee at Chattanooga and her JD with honors from the University of Cincinnati College of Law. Admitted to practice in all Tennessee state and federal courts and the US Court of Appeals for the Sixth Circuit, Caraway is a member of the American, Tennessee, and Chattanooga bar associations.

Margaret Morford is president of The HR Edge, Inc, an international management con-sulting and training company. Among her many clients are Vanderbilt University, Fifth Third Bank, Wells Fargo, Deloitte, and Blue-Cross BlueShield, Lockheed Martin, Chevron, Time Warner, US Secret Service, Sara Lee

Foods, Home and Garden Television, Roche, Nationwide Insurance, NAPA Auto Parts, Homeland Security, US Ma-rine Corps, US Coast Guard, Comcast, Fox Broadcasting, Verizon, The Nashville Predators, Pella Windows, Internal Revenue Service, The Peabody Hotel, and various local and state governments.

Prior to owning her own company, Morford was senior vice president, human resources consulting for a national consult-ing firm out of Winston-Salem, NC.

She holds a BS degree from the University of Alabama and a JD degree from the Vanderbilt University School of Law. Morford is often quoted as a business expert in newspapers and magazines across the country including Wall Street Jour-nal, New York Times, Chicago Tribune, USA Today, and Entrepreneur and appears regularly on local ABC, CBS, and Fox television affiliates.

Morford is the author of the business books, Management Courage – Having the Heart of a Lion and The Hidden Lan-guage of Business – Workplace Politics, Power & Influence.

Jerry C. Newsome is a shareholder in the Atlanta office of Littler Mendelson, PC. He represents companies in lawsuits and agency proceedings throughout the country in cases involving all aspects of employment law—including noncompetition and nonsolicitation

2012 Human Resources Conference SpeakersHuman Resources Conference Speakers

C. Eric Stevens, shareholder with Littler Mendelson, PC, has nearly 30 years of ex-perience representing clients—focusing on healthcare and financial institutions—in labor relations and employment litigation. He repre-sents both union and nonunion employers in class-action claims under anti-discrimination

laws, litigation involving federal and state wage and hour laws, and contract negotiations, arbitration, successful union-free election campaigns, Office of Federal Contract Compliance Programs audits. In addition, he assists clients with compliance and litigation avoidance by conducting in-house training for supervisory and management-level employees, providing guidance in the development of af-firmative action plans, and preparing and implementing a full range of employment policies.

Stevens regularly speaks to industry groups and business roundtables on new developments in the law and issues that can affect their operations directly. He also has provided discrimination training for governmental agencies.

He was named to Best Lawyers in America—labor and employment, 2007-2012, and a Mid-South Super Lawyer—labor and employment.

A member of the American, Nashville, Tennessee, and Georgia bar associations, Stevens received his JD degree from the Vanderbilt University Law School.

Josh Sudbury is an attorney in the litigation section of King & Ballow. Before joining King & Ballow, he served as a judicial law clerk for the Honorable Diane K. Vescovo, United States Magistrate Judge for the Western Dis-trict of Tennessee at Memphis.

Sudbury received his law degree from the Cecil C. Humphreys School of Law at the University of Memphis, where he was a member of the Moot Court Board and president of the Student Bar Association. He was a two-time member of the Robert F. Wagner National Labor and Employment Law Moot Court Competition team and champion of the Memphis Law Moot Court Competition.

He received his bachelor’s degree, with honors, from Pres-byterian College in Clinton, SC, where he majored in history and double-minored in economics and political science.

Sudbury is admitted to practice law in Tennessee as well as the United States District Court for the Eastern, Middle, and Western District of Tennessee.

Brian Townley, CFMP, is senior vice presi-dent of The National Banks of Central Texas where he serves as their director of market-ing and director of human resources and employee development. He is also president of Motivational Management Group, which is owned by The National Banks of Central

Texas. Townley has been in the banking industry since 1987 and has a rare blend of bank operations and bank marketing knowledge.

In July of 2011, Townley released his first book, Inspir-ing Leadership – Unleashing Motivation in the Workplace,

which shares his trademark leadership tactics that have played a major role in his personal achievements as well as the success of The National Banks of Central Texas.

He is a graduate of Texas Bankers Associations Operations School, Texas A&M University’s Bank Operations Institute, ABA’s Bank Marketing and Management School ,and Uni-versity of Wisconsin’s Graduate School of Banking ‐ Human Resources School. He is also a certified financial marketing professional, CFMP, and serves on many industry boards and committees.

Townley has spoken at state and national banking conferences and schools and has created many successful motivational programs that have been incorporated within employee incentive plans, talent management solutions, em-ployee sales campaigns, and marketing plans, just to name a few. His expertise is based on his real–world experience where he has implemented strategies that create results, build morale, and insist on accountability.

R. Eddie Wayland is a partner in King & Ballow and supervises the firm’s litigation section. He has successfully argued before the United States Supreme Court and has liti-gated hundreds of cases to conclusion before judges, juries,

arbitrators, and administrative agencies in over 33 states throughout the country.

Wayland concentrates his national practice in the representation of management in all areas of employment and labor law and re-lated litigation. He is a frequent speaker on employment law issues and provides in-house training in these areas.

For 20 consecutive years, Wayland has been listed in the book The Best Lawyers in America. He has also been listed in every edition of Chambers USA America’s Leading Business Lawyers and has been recognized as one of the top lawyers in Tennessee by both Business Tennessee magazine, and also by SuperLawyers magazine.

Wayland has been awarded the Martindale-Hubbell peer review rating of “AV Preeminent,” which is the highest possible rating in both legal ability and ethical standards. He twice has been selected chairman of the Labor and Em-ployment Section of the Tennessee Bar Association. He was founder of the TBA Labor Letter. Among his other publica-tions, Wayland was co-author for the text Americans with Disabilities Act Compliance Guidebook and was a contribut-ing author for the text The Developing Labor Law.

Wayland received his law degree from the University of Tennessee College of Law, graduating Order of the Coif, with high honors, and served as articles editor for the Ten-nessee Law Review.

2012 Human Resources Conference SpeakersHuman Resources Conference Speakers

Hotel InformationThe conference will be held again this year at the Embassy Suites Hotel & Conference Center, located at 1200 Confer-ence Center Boulevard in Murfreesboro, TN. Perfectly situated adjacent to Avenue Murfreesboro lifestyle center, the hotel is convenient to the area’s best restaurants and shops. All rooms are suites, and guest rates include a com-plimentary cooked-to-order breakfast every morning and nightly manager’s reception. The hotel is connected to the conference center, where all general sessions and concurrent workshops will be held.

The TBA has arranged for a limited number of rooms at a special group rate of $139 single/double. To reserve accom-modations, please contact the hotel directly at 615/890-4464, and specify that you are attending the Tennessee Bankers Human Resources Conference to qualify for the special group rate.

The reservation deadline for the special rate is midnight on February 27. 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 February 27 deadline. Please make your overnight arrangements early to assure you receive the TBA special rate.

DIRECTIONS TO HOTELTake I-24 to Murfreesboro, take Exit 76 (Manson Pike/Medical Center Parkway) off I-24, and take a right on Conference Center Boulevard.

Fee Information

Fees include instructional materials, continental break-fast and refreshment breaks both days; and lunch and reception on Wednesday. Please register early. At-the-door registrants will be assessed an additional $50 late registration fee.

No written confirmation of conference 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 nonmem-ber rates.

additional InformationNo advance preparation or prerequisites requiredMethod of Delivery – Group-liveProgram Level – Intermediate

Continuing Education CreditAttendants qualify for 9 hours of Continuing Professional Education (CPE) credit in the area of Personnel/HR. 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 Ac-countancy (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.org

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

General InformationAttire: Business casual attire is appropriate for all TBA pro-grams. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort.

Program Availability: Due to hotel guarantees and material production, reservations received less than 5 days before the program will be subject to space and material availability.

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 pro-gram. We will contact you to discuss accommodations.

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.

Inclement Weather Policy: Cancellations due to inclement weather are refundable, minus a late cancellation fee of $50 for a one-day program and $75 for a two-day program. If you have questions concerning the status of a TBA pro-gram due to inclement weather, please call the TBA office at 615/244-4871 or 800/964-5525, x150. The TBA num-ber will provide information concerning program status, cancellation fee, and refund requests. You may call the site where the program is being held to check the status of the program in your area. The site phone number is listed in this brochure.

For more information, please contact Susan Taylor, CMP – srtaylor@TNBankers.orgVice President/Director of Professional DevelopmentTennessee Bankers Association, 615/244-4871 or 800/964-5525, or visit our website at www.TNBankers.org.

TBA Members / Associate Members Nonmembers

Early Registration $350 $700

Early registration deadline is Tuesday, March 6.

Registration $380 $730

At-the-Door $430 $780

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Please make check payableto Tennessee Bankers Association.

Register online at www.TNBankers.org

TBA Members / Associate Members Nonmembers

Early Registration $350 $700

Early registration deadline is March 6.

Registration $380 $730

At-the-Door $430 $780

March 21 & 22Embassy Suites Hotel & Conference Center Murfreesboro, TN

Human Resources 2012 Conference