Terry College of Business

Georgia’s flagship business school, founded in 1912

Southeastern Bank Management and Directors Conference

Buy, Sell or Hold

February 18, 2014

Gwinnett Center; Duluth, GA



Tuesday, February 18



7:15 – 8:15

Registration and Continental Breakfast

8:15 – 8:30

Welcome and Introduction

Speaker:     James A. Verbrugge, Professional Emeritus, Department of Finance, Terry College of Business, The University of Georgia


8:30 – 9:30

Keynote Address




9:30 – 9:45

Refreshment Break

9:45 – 10:45

The Role of Compliance Costs

Moderator:    Mauldin & Jenkins

Panelists:       Sheila Ray, CFO, Bank of Atlanta

                     Alan K. Gay, Chairman, FNB Bank

                     Heath Fountain, Heritage Bank of the South


10:45 – 11:45 

What Will be the Best Business Strategy, Asset Mix, and Technology for the Next 3-5 Years


Panelists:     Geri Forehand, Forehand Strategy         

                   Bobby Heath, CEO and President, First American Bank; Athens, Georgia


11:45 – 1:00


Community Banks and the Consumer Financial Protection Bureau

Speaker:     Jim Carley, Regional Director, Southeast Division, Consumer Financial Protection Bureau



1:15 – 2:15

Do We Have the Right Mix of Directors Going Forward?

Moderator:  Kathryn Knudson, Partner, Bryan Cave LLP

Panelists:    Carolyn Lloyd          


2:15 – 2:30

Refreshment Break

2:30 – 3:45

Valuing the Bank – What is the Current Market Telling Us About the Value of Bank Franchises?


Panelists:     Lee Burrows, CEO, Banks Street Partners

                   Rick Childs, CFA, CPA; Director, Crowe Horwath LLP         



3:45 – 4:30

Musing With Moeling and Friends: Making the Decision to Buy, Sell, or Hold

Speakers:    Walter G. Moeling, Partner, Bryan Cave LLP

                   James J. McAlpin, Jr., Partner, Bryan Cave LLP

* As of October 30, 2013
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