mtc mailer
Summer 2015
Volume 5.4
MTC MAILER A quarterly publication of The Middle Tennessee Chapter of The Risk Management Association (RMA)
FROM THE CHAPTER PRESIDENT
2015-2016 COURSE SCHEDULE
The election of 2015-2016 Officers and Directors was held at our May Board Meeting. Directors completing their terms of service on August 31st are Steve Ainsworth, Marla Howell, Jana Luellen, John Nelson, Mark Oswalt, and Stephanie York. Directors beginning new terms of service on September 1st will be Greg Allen, Gary Brossaline, Dan Bowman, Philip Fons, Jim Howard, and Jerry Crigger. Incoming Officers as of September 1st will be as follows:
Analyzing Business Tax Returns Monday, September 21, 2015 Analyzing Personal Financial Statements & Tax Returns Tuesday, September 22, 2015 Lending to Wealthy Individuals Monday, October 5, 2015 Global Cash Flow I Monday, November 9, 2015
Mark Mattson, President CapStar Bank
360° Negotiation Skills for Bankers Monday, December 7, 2015
Debbie Flack, First Vice President Avenue Bank
Cash Flow Refresher for Experienced Bankers Thursday, February 18, 2016
Dawn Weaver, Secretary SunTrust Billy Harvel, Treasurer First Farmers & Merchants Bank
Real Estate Fundamentals in Commercial Lending Monday, April 18, 2016
Our chapter’s annual planning meeting will be held on Wednesday, August 12th, 2015. If you have any thoughts for the chapter board or would like to attend the meeting, please let me know.
2015-2016 ANNUAL SPONSORS
Mark Mattson Chapter President 615-732-6414 [email protected]
Page 1 of 2
and
Summer 2015
Volume 5.4
ANALYZING BUSINESS TAX RETURNS and ANALYZING PERSONAL FINANCIAL STATEMENTS & TAX RETURNS (Full Day Courses)
2015-2016 MIDDLE TENNESSEE CHAPTER OFFICERS & DIRECTORS PRESIDENT Mark Mattson, CapStar Bank
Analyzing Business Tax Returns will be offered on Monday, September 21st, 2015. This course teaches the participant how to understand tax concepts related to various business entities and how to use tax returns to help estimate the customer's ability to service debt. This basic course presents several aspects of analyzing tax returns, including estimating cash flow from tax returns and determining how taxes influence cash flow and the customer's operations. The course addresses all types of business entities—C-corp, S-corp, LLP, and LLC—using various scenarios. The course is designed for commercial loan officers who lend to individuals and small businesses. However, all bankers who need to increase their understanding of income tax returns and cash flow will benefit from attending this course.
VICE PRESIDENT Debbie Flack, Avenue Bank SECRETARY Dawn Weaver, SunTrust TREASURER Billy Harvel, First Farmers & Merchants Bank IMMEDIATE PAST PRESIDENT Overton Colton, Truxton Trust
ADDITIONAL DIRECTORS Greg Allen, First Tennessee Bank Scott Bagwell, Commerce Union Bank Sandy Barnett, Bank of America Merrill Lynch Mike Blackwell, First Advantage Bank Gary Brossaline, Truxton Trust Dan Bowman, Pinnacle Financial Partners Philip Fons, InsBank Charlie Hooks, Sumner Bank and Trust Jim Howard, Fifth Third Bank Keith Jordan, U.S. Bank Tom Kern, CRC Associate Marty Lewter, Crowe Horwath LLP Carlos Murgas, FirstBank Mike Roberts, Sherrard & Roe, PLC Joe Shade, First Freedom Bank Jerry Crigger, Bank of Nashville
Analyzing Personal Financial Statements & Tax Returns will be offered on Tuesday, September 22nd, 2015. This course uses tax returns and personal financial statements to determine a customer's ability to repay a loan through cash flow. Cases include a discussion of individuals, partnerships, proprietorships, and small businesses. A thorough knowledge of income tax returns and cash flow can benefit all lenders trying to differentiate their services in the market. The course is designed for all lending and credit professionals who rely on this information to make credit decisions. The instructor for these courses is Jeffrey (Jeff) W. Davey, a member of Wipfli LLP’s Risk Management Team from Sterling, Illinois. Enhance your knowledge of this topic by taking both of these complementary courses for a combined discounted fee. Register for one or both courses online at http://community.rmahq.org/MiddleTennessee/h ome or register by calling RMA Customer Care at 800-677-7621.
DIRECTOR EMERITUS Dick Bobo, Civic Bank & Trust
WHERE TO FIND US RMA http://www.rmahq.org/home
Middle Tennessee Chapter http://community.rmahq.org/middletennessee/Home
You can also find us on using keywords “RMA” and “Middle Tennessee Chapter”.
Page 2 of 2
Volume 5.4
MTC MAILER A quarterly publication of The Middle Tennessee Chapter of The Risk Management Association (RMA)
FROM THE CHAPTER PRESIDENT
2015-2016 COURSE SCHEDULE
The election of 2015-2016 Officers and Directors was held at our May Board Meeting. Directors completing their terms of service on August 31st are Steve Ainsworth, Marla Howell, Jana Luellen, John Nelson, Mark Oswalt, and Stephanie York. Directors beginning new terms of service on September 1st will be Greg Allen, Gary Brossaline, Dan Bowman, Philip Fons, Jim Howard, and Jerry Crigger. Incoming Officers as of September 1st will be as follows:
Analyzing Business Tax Returns Monday, September 21, 2015 Analyzing Personal Financial Statements & Tax Returns Tuesday, September 22, 2015 Lending to Wealthy Individuals Monday, October 5, 2015 Global Cash Flow I Monday, November 9, 2015
Mark Mattson, President CapStar Bank
360° Negotiation Skills for Bankers Monday, December 7, 2015
Debbie Flack, First Vice President Avenue Bank
Cash Flow Refresher for Experienced Bankers Thursday, February 18, 2016
Dawn Weaver, Secretary SunTrust Billy Harvel, Treasurer First Farmers & Merchants Bank
Real Estate Fundamentals in Commercial Lending Monday, April 18, 2016
Our chapter’s annual planning meeting will be held on Wednesday, August 12th, 2015. If you have any thoughts for the chapter board or would like to attend the meeting, please let me know.
2015-2016 ANNUAL SPONSORS
Mark Mattson Chapter President 615-732-6414 [email protected]
Page 1 of 2
and
Summer 2015
Volume 5.4
ANALYZING BUSINESS TAX RETURNS and ANALYZING PERSONAL FINANCIAL STATEMENTS & TAX RETURNS (Full Day Courses)
2015-2016 MIDDLE TENNESSEE CHAPTER OFFICERS & DIRECTORS PRESIDENT Mark Mattson, CapStar Bank
Analyzing Business Tax Returns will be offered on Monday, September 21st, 2015. This course teaches the participant how to understand tax concepts related to various business entities and how to use tax returns to help estimate the customer's ability to service debt. This basic course presents several aspects of analyzing tax returns, including estimating cash flow from tax returns and determining how taxes influence cash flow and the customer's operations. The course addresses all types of business entities—C-corp, S-corp, LLP, and LLC—using various scenarios. The course is designed for commercial loan officers who lend to individuals and small businesses. However, all bankers who need to increase their understanding of income tax returns and cash flow will benefit from attending this course.
VICE PRESIDENT Debbie Flack, Avenue Bank SECRETARY Dawn Weaver, SunTrust TREASURER Billy Harvel, First Farmers & Merchants Bank IMMEDIATE PAST PRESIDENT Overton Colton, Truxton Trust
ADDITIONAL DIRECTORS Greg Allen, First Tennessee Bank Scott Bagwell, Commerce Union Bank Sandy Barnett, Bank of America Merrill Lynch Mike Blackwell, First Advantage Bank Gary Brossaline, Truxton Trust Dan Bowman, Pinnacle Financial Partners Philip Fons, InsBank Charlie Hooks, Sumner Bank and Trust Jim Howard, Fifth Third Bank Keith Jordan, U.S. Bank Tom Kern, CRC Associate Marty Lewter, Crowe Horwath LLP Carlos Murgas, FirstBank Mike Roberts, Sherrard & Roe, PLC Joe Shade, First Freedom Bank Jerry Crigger, Bank of Nashville
Analyzing Personal Financial Statements & Tax Returns will be offered on Tuesday, September 22nd, 2015. This course uses tax returns and personal financial statements to determine a customer's ability to repay a loan through cash flow. Cases include a discussion of individuals, partnerships, proprietorships, and small businesses. A thorough knowledge of income tax returns and cash flow can benefit all lenders trying to differentiate their services in the market. The course is designed for all lending and credit professionals who rely on this information to make credit decisions. The instructor for these courses is Jeffrey (Jeff) W. Davey, a member of Wipfli LLP’s Risk Management Team from Sterling, Illinois. Enhance your knowledge of this topic by taking both of these complementary courses for a combined discounted fee. Register for one or both courses online at http://community.rmahq.org/MiddleTennessee/h ome or register by calling RMA Customer Care at 800-677-7621.
DIRECTOR EMERITUS Dick Bobo, Civic Bank & Trust
WHERE TO FIND US RMA http://www.rmahq.org/home
Middle Tennessee Chapter http://community.rmahq.org/middletennessee/Home
You can also find us on using keywords “RMA” and “Middle Tennessee Chapter”.
Page 2 of 2
