G E O R G I A B A N K E R S A S S O C I A T I O N 50 Hurt Plaza, Suite 1050 | Atlanta, Georgia 30303 | 404.522.1501 President & CEO Conference Oct. 11-13, 2015 The Ritz-Carlton Lodge, Reynolds Plantation, Greensboro Registration Price The conference registration price is $635 per person GBA member bankers and $95 per person for spouse/guests. Registration includes all conference sessions, the Spouse/Guest program, Monday and Tuesday breakfasts and the Sunday and Monday evening events. To register, complete the form below, or register online at www.gabankers.com. No refunds will be given after Oct. 1. However, substitutions are always welcome. With questions, please contact GBA’s Susie McGehee at 404.420.2010 or at [email protected]. Hotel Reservations Rooms at The Ritz are $172 per night for single or double occupancy. To reserve your room, please contact the hotel directly at 706.467.0600. Be sure to say you are with the GBA to receive this special rate. The GBA room block for the conference will expire on Monday, September 14. After this date, all reservations will be subject to prevailing rate and space availability. The Ritz-Carlton Lodge, Reynolds Plantation This year’s President & CEO Conference will be held at The Ritz-Carlton Lodge, Reynolds Plantation. The Ritz-Carlton Lodge is located within the 8,000-acre Reynolds Plantation on Georgia's Lake Oconee. This magnificent property draws on local history and culture as the foundation of the guest experience. Amidst this engaging backdrop, the commanding presence of the Ritz-Carlton Lodge offers an elegant invitation to meet in the heart of nature and offers guests legendary service highlighted by gracious Southern hospitality. President & CEO Conference Registration Form Name: Nickname: Title: Bank: Address: City: State: Zip: Phone: Email: Spouse/Guest Name (if attending): Nickname: Member Registration: $635 per person thru Sept. 28 / $685 per person after Sept. 28 Spouse/Guest Registration: $95 per person thru Sept. 28 / $145 per person after Sept. 28 Will you attend the Sunday evening Reception and Dinner? Yes / No Will your spouse/guest attend the Sunday evening Reception and Dinner? Yes / No Please return your completed registration form by mail email, to: Georgia Bankers Association І 50 Hurt Plaza, Suite 1050 І Atlanta, Georgia 30303 Ph 404.522.1501 I [email protected]October 11-13, 2015 The Ritz-Carlton Lodge, Reynolds Plantation, Greensboro October 11-13, 2015 The Ritz-Carlton Lodge, Reynolds Plantation, Greensboro
Transcript
G E O R G I A B A N K E R S A S S O C I A T I O N 50 Hurt Plaza, Suite 1050 | Atlanta, Georgia 30303 | 404.522.1501
President & CEO Conference Oct. 11-13, 2015
The Ritz-Carlton Lodge, Reynolds Plantation, Greensboro Registration Price The conference registration price is $635 per person GBA member bankers and $95 per person for spouse/guests. Registration includes all conference sessions, the Spouse/Guest program, Monday and Tuesday breakfasts and the Sunday and Monday evening events. To register, complete the form below, or register online at www.gabankers.com. No refunds will be given after Oct. 1. However, substitutions are always welcome. With questions, please contact GBA’s Susie McGehee at 404.420.2010 or at [email protected]. Hotel Reservations Rooms at The Ritz are $172 per night for single or double occupancy. To reserve your room, please contact the hotel directly at 706.467.0600. Be sure to say you are with the GBA to receive this special rate. The GBA room block for the conference will expire on Monday, September 14. After this date, all reservations will be subject to prevailing rate and space availability. The Ritz-Carlton Lodge, Reynolds Plantation This year’s President & CEO Conference will be held at The Ritz-Carlton Lodge, Reynolds Plantation. The Ritz-Carlton Lodge is located within the 8,000-acre Reynolds Plantation on Georgia's Lake Oconee. This magnificent property draws on local history and culture as the foundation of the guest experience. Amidst this engaging backdrop, the commanding presence of the Ritz-Carlton Lodge offers an elegant invitation to meet in the heart of nature and offers guests legendary service highlighted by gracious Southern hospitality.
President & CEO Conference Registration Form
Name: Nickname:
Title:
Bank:
Address:
City: State: Zip:
Phone:
Email:
Spouse/Guest Name (if attending): Nickname:
Member Registration: $635 per person thru Sept. 28 / $685 per person after Sept. 28 Spouse/Guest Registration: $95 per person thru Sept. 28 / $145 per person after Sept. 28 Will you attend the Sunday evening Reception and Dinner? Yes / No Will your spouse/guest attend the Sunday evening Reception and Dinner? Yes / No
Please return your completed registration form by mail email, to: Georgia Bankers Association І 50 Hurt Plaza, Suite 1050 І Atlanta, Georgia 30303
Bradley P. Serff, Chairman Community Bankers Committee President & CEO, Providence Bank, Alpharetta L. Jackson McConnell, Jr., Chairman Georgia Bankers Association President & CEO, Pinnacle Bank Elberton
8:15 a.m. M&As and Valuations: An Investment Banking Update
Moderator - James Stevens, Troutman Sanders, LLP, Atlanta
Panelists - Jeffrey Adams Banks Street Partners, LLC, Atlanta Bill Herrell, The Burke Group, Atlanta Matthew Veneri, FIG Partners, LLC
With a wave of recent M&A transactions in and around Georgia, many of us are asking a number of questions: I know what others are receiving, but what kind of multiples can my shareholders expect? As a buyer, what is the current math for valuations? Are M&A multiples going higher - should our bank wait to pursue a merger? James will moderate a panel of experts to seek answers to these and other questions that we all have.
9:15 a.m. Morning Break 9:30 a.m. The Board as a Competitive Advantage James J. McAlpin, Jr. Partner Bryan Cave, LLP, Atlanta
Jim will draw on his extensive experience in working with boards and individual directors to share pragmatic ideas for enhancing your board's structure and performance.
10:30 a.m. Morning Break
10:45 a.m. The New World of Political Campaigning - More Questions than Answers!
John Ashford, The Hawthorn Group, Alexandria, VA
The 2016 campaigns seem to have more questions than answers. Join John Ashford, Chairman and CEO of The Hawthorn Group, Alexandria, VA, as he takes a fresh look at the 2016 election campaigns for President, U.S. Senate and House and state governorships.
Chief Economist, Lindsey Piegza will provide an updated look at the pace of the recovery, and what it means going forward for growth, interest rates and monetary policy.
9:30 a.m. Coffee Break 9:45 am 401(k) Risk Management: Recent Developments and Best Practices Jay Mullins, Reliance Trust, Atlanta Edie Lindsey, GBA Retirement Services, Inc., Atlanta
Litigation surrounding plan expenses and (lack of) participant education regarding those expenses has caught many plan sponsors off guard. Jay and Edie will discuss the current litigation and best practices to protect yourself and your bank from possible legal and regulatory problems.
Letter from the Chair Dear Fellow Chief Executive Officers: GBA’s Annual President/CEO Conference will be held Oct. 11-13 at The Ritz-Carlton Lodge, Reynolds Plantation in Greensboro. The Community Bankers Committee has planned an excellent conference to provide you with timely information in a great location. The conference will begin Sunday evening with a reception and dinner at the hotel. On Monday, Jim McAlpin will give us tips on bank director management, a panel of experts will provide an update about M&A trends and valuations and John Ashford will give us a fresh look at the 2016 election campaigns. In the afternoon, there will be social networking opportunities. On Tuesday, Lindsey Piegza will provide an economic update and Edie Lindsey and Jay Mullins will share recent developments and best practices for 401(k) risk management. I’m sure you will learn something valuable to take back to your bank and the Conference is a perfect time to network with your colleagues from across the state. I look forward to seeing you in October. Sincerely, Bradley P. Serff Chairman, GBA Community Bankers Committee President & CEO Providence Bank, Alpharetta
2015-2016 GBA Board of Directors 2015-2016 Community Bankers Committee
Chairman L. Jackson McConnell, Jr. Elberton Chair-elect Richard E. Drews, Jr. Cartersville Vice Chair H. Palmer Procter, Jr. Atlanta Sec/Treasurer George W. Johnson, Jr. Twin City Past Chair Remer Y. Brinson, III Augusta President J. Joseph Brannen Atlanta Group 1 Philip G. Williams Claxton Group 2 Lee Ty Turner Thomasville Group 3 Barry N. Lyle Dawson Group 4 J. Charles Copeland Griffin Group 5 James F. Pope Johns Creek Group 6 Douglas E. Wren Forsyth Group 7 Terrence Y. DeWitt Marietta Group 8 Brad E. Barber Bainbridge Group 9 Terry C. Evans Braselton Group 10 Michael D. Sale Winterville At Large Cornelius P. Holland, III Brunswick At Large C. William Hopper, III Athens At Large G. Mike Odom, Jr. Eastman At Large Kim D. Wilson Blakely LGBA Rep. Susan Vann Keigans Camilla Assoc. Member Omar Esposito Atlanta
Chair Bradley P. Serff Alpharetta Group 1 Philip G. Williams Claxton Group 2 M. Scott Tomlinson Albany Group 3 Kelly G. Hillis Perry Group 4 Christopher C. Edwards Zebulon Group 5 David R. Coxon Atlanta Group 6 Charles R. Haley Eatonton Group 7 Terrence Y. DeWitt Marietta Group 10 Michael D. Sale Crawford At Large John P. Barker III Molena At Large Lawton E. Bassett, III Tifton At Large Remer Y. Brinson, III Augusta At Large Edward J. Cooney Atlanta At Large Dawn B. Griffin Monroe At Large John F. Hall Macon At Large Charles H. Haney, III Madison At Large Henry J. Pope, Jr. Milledgeville At Large Michael S. Sims Alpharetta At Large Mark Swanson Adairsville Assoc. Member Elaine H. Demarest Hilton Head Assoc. Member Timothy Allen Keadle Atlanta
