mtc mailer
Summer 2012
Volume 2.4
MTC MAILER A quarterly publication of The Middle Tennessee Chapter of The Risk Management Association (RMA)
FROM THE CHAPTER PRESIDENT
CHAPTER LEADERS CONFERENCE
The election of 2012-2013 Officers and Directors was held during our May Board Meeting. Directors completing their terms of service on August 31st will be Dick Bobo, Gary Keys, Andy Moats, and Kelli Morell. Directors beginning new terms of service on September 1st will be MocTavius Demonbreum, Keith Hatley, Charlie Hooks, John Teasley, and Jeremy Yeagle. Incoming Officers as of st September 1 will be
The Middle Tennessee Chapter was represented by Overton Colton, Marla Howell, and Alethea Warren at the annual RMA Chapter Leaders Conference held in Oklahoma City during June. These chapter leaders picked up on many ideas, best practices, industry information, and resources that will enhance the ability of our chapter to serve our membership now and for years to come.
Overton Colton, President Nashville Bank & Trust
ARTICLE WRITING COMPETITION
Myers Jones, First Vice President Franklin Synergy Bank
The winners of our chapter’s 2012 Article Writing Competition were announced at our May 10th General Membership Meeting by the competition’s committee chair, Marla Howell.
Mark Mattson, Second Vice President CapStar Bank
The $750 1st Place winner was Doug Henard of First Bank with “Working Capital Line of Credit for Community Banks”.
Joe Shade, Treasurer Bank of Nashville
The $500 2nd Place winner was Anna Uboyetseva of First Tennessee Bank with “Understanding Municipal Pension Obligations”.
Tom Kern, Secretary Civic Bank & Trust At the conclusion of the meeting, Director Doug Henard, presented an award to Mr. Bobo that read “For recognition of his invaluable service, DICK BOBO is hereby named DIRECTOR EMERITUS of The Middle Tennessee Chapter with all privileges afforded, May 8, 2012”. Tom Kern, Chapter President 615-620-8095 [email protected]
The $250 3rd Place winner was Dale Willett of CapStar Bank with “Should You Consider Credit Scoring”. All three winners have subsequently been submitted to RMA’s national competition for additional cash prizes and potential paid registration to the 2012 Annual Risk Management Conference to be held in Dallas this October.
Page 1 of 2
Summer 2012
Volume 2.4
FALL COURSE OFFERING
2012-2013 COURSE SCHEDULE
Learn the basics of selling credit products and performing credit analysis on local governments on Thursday, November 15th with the course, Lending to Municipalities.
Lending to Municipalities Thursday, November 15, 2012 Building Small Business Loan Relationships Monday, February 25, 2013
Financial Institutions have identified local governments as an important target market for credit opportunities which can lead to lucrative fee-based business, such as cash management, investment management, and custody. Additionally, financial institutions find that being selected by local municipalities can create significant goodwill in the community, which can be beneficial in marketing to consumers and businesses in the area. This course explores the significant differences between selling credit products and performing credit analysis on local governments versus lending to commercial institutions and other nonprofits. Participants will learn to identify opportunities for marketing credit to local governments, to discuss potential credit offerings and financial performance with prospects, and to ask for the appropriate information necessary to seek credit approval. At the completion of this course, participants will understand how to use financial statements and other information to effectively underwrite or approve municipal credits.
Structuring Commercial Loans I Monday, March 18, 2013 Structuring Commercial Loans II Tuesday, March 19, 2013 Commercial Loan Documentation Monday, April 15, 2013 Lending to Nonprofit Organizations Monday, May 13, 2013
2011-2012 MIDDLE TENNESSEE CHAPTER OFFICERS & DIRECTORS PRESIDENT / SECRETARY Tom Kern, Civic Bank & Trust FIRST VICE PRESIDENT Overton Colton, Nashville Bank & Trust Company SECOND VICE PRESIDENT Myers Jones, Franklin Synergy Bank TREASURER Joe Shade, Bank of Nashville
Register online at http://community.rmahq.org/MiddleTennessee/Home/
or call RMA Customer Care @ 800-677-7621
WHERE TO FIND US RMA http://www.rmahq.org 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
ADDITIONAL DIRECTORS Steve Ainsworth, Fifth Third Bank Scott Bagwell, Commerce Union Bank Sandy Barnett, Bank of America Merrill Lynch Dick Bobo, American Security Bank Clark Cox, Pinnacle Financial Partners Billy Harvel, First Farmers & Merchants Bank Doug Henard, First Bank Marla Howell, U.S. Bank Gary Keys, Citizens Bank Jana Luellen, Regions Bank Mark Mattson, CapStar Bank Andy Moats, Avenue Bank Kelli Morell, First Tennessee Bank Ben Reed, SunTrust Brandon Roby, Bank of Nashville Alethea Warren, First Tennessee Bank
Volume 2.4
MTC MAILER A quarterly publication of The Middle Tennessee Chapter of The Risk Management Association (RMA)
FROM THE CHAPTER PRESIDENT
CHAPTER LEADERS CONFERENCE
The election of 2012-2013 Officers and Directors was held during our May Board Meeting. Directors completing their terms of service on August 31st will be Dick Bobo, Gary Keys, Andy Moats, and Kelli Morell. Directors beginning new terms of service on September 1st will be MocTavius Demonbreum, Keith Hatley, Charlie Hooks, John Teasley, and Jeremy Yeagle. Incoming Officers as of st September 1 will be
The Middle Tennessee Chapter was represented by Overton Colton, Marla Howell, and Alethea Warren at the annual RMA Chapter Leaders Conference held in Oklahoma City during June. These chapter leaders picked up on many ideas, best practices, industry information, and resources that will enhance the ability of our chapter to serve our membership now and for years to come.
Overton Colton, President Nashville Bank & Trust
ARTICLE WRITING COMPETITION
Myers Jones, First Vice President Franklin Synergy Bank
The winners of our chapter’s 2012 Article Writing Competition were announced at our May 10th General Membership Meeting by the competition’s committee chair, Marla Howell.
Mark Mattson, Second Vice President CapStar Bank
The $750 1st Place winner was Doug Henard of First Bank with “Working Capital Line of Credit for Community Banks”.
Joe Shade, Treasurer Bank of Nashville
The $500 2nd Place winner was Anna Uboyetseva of First Tennessee Bank with “Understanding Municipal Pension Obligations”.
Tom Kern, Secretary Civic Bank & Trust At the conclusion of the meeting, Director Doug Henard, presented an award to Mr. Bobo that read “For recognition of his invaluable service, DICK BOBO is hereby named DIRECTOR EMERITUS of The Middle Tennessee Chapter with all privileges afforded, May 8, 2012”. Tom Kern, Chapter President 615-620-8095 [email protected]
The $250 3rd Place winner was Dale Willett of CapStar Bank with “Should You Consider Credit Scoring”. All three winners have subsequently been submitted to RMA’s national competition for additional cash prizes and potential paid registration to the 2012 Annual Risk Management Conference to be held in Dallas this October.
Page 1 of 2
Summer 2012
Volume 2.4
FALL COURSE OFFERING
2012-2013 COURSE SCHEDULE
Learn the basics of selling credit products and performing credit analysis on local governments on Thursday, November 15th with the course, Lending to Municipalities.
Lending to Municipalities Thursday, November 15, 2012 Building Small Business Loan Relationships Monday, February 25, 2013
Financial Institutions have identified local governments as an important target market for credit opportunities which can lead to lucrative fee-based business, such as cash management, investment management, and custody. Additionally, financial institutions find that being selected by local municipalities can create significant goodwill in the community, which can be beneficial in marketing to consumers and businesses in the area. This course explores the significant differences between selling credit products and performing credit analysis on local governments versus lending to commercial institutions and other nonprofits. Participants will learn to identify opportunities for marketing credit to local governments, to discuss potential credit offerings and financial performance with prospects, and to ask for the appropriate information necessary to seek credit approval. At the completion of this course, participants will understand how to use financial statements and other information to effectively underwrite or approve municipal credits.
Structuring Commercial Loans I Monday, March 18, 2013 Structuring Commercial Loans II Tuesday, March 19, 2013 Commercial Loan Documentation Monday, April 15, 2013 Lending to Nonprofit Organizations Monday, May 13, 2013
2011-2012 MIDDLE TENNESSEE CHAPTER OFFICERS & DIRECTORS PRESIDENT / SECRETARY Tom Kern, Civic Bank & Trust FIRST VICE PRESIDENT Overton Colton, Nashville Bank & Trust Company SECOND VICE PRESIDENT Myers Jones, Franklin Synergy Bank TREASURER Joe Shade, Bank of Nashville
Register online at http://community.rmahq.org/MiddleTennessee/Home/
or call RMA Customer Care @ 800-677-7621
WHERE TO FIND US RMA http://www.rmahq.org 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
ADDITIONAL DIRECTORS Steve Ainsworth, Fifth Third Bank Scott Bagwell, Commerce Union Bank Sandy Barnett, Bank of America Merrill Lynch Dick Bobo, American Security Bank Clark Cox, Pinnacle Financial Partners Billy Harvel, First Farmers & Merchants Bank Doug Henard, First Bank Marla Howell, U.S. Bank Gary Keys, Citizens Bank Jana Luellen, Regions Bank Mark Mattson, CapStar Bank Andy Moats, Avenue Bank Kelli Morell, First Tennessee Bank Ben Reed, SunTrust Brandon Roby, Bank of Nashville Alethea Warren, First Tennessee Bank
