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IBAT 34th annual convention

September 20-23, 2008 
Hyatt Regency Lost Pines, Bastrop, TX
 
“Hometown Heroes”
         
Pre-Convention Workshop
Print a brochure
 

LOCATION

Unless otherwise indicated, all events for the IBAT Convention will be held at the Hyatt Regency Lost Pines Resort & Spa, located in Bastrop County, Texas.  The hotel is located approximately 20 miles east of Austin Bergstrom Airport.

     Escape to infinite comfort at the secluded setting of this ranch-style hotel.  This expansive, 405-acre Texas hotel resort welcomes you with distinctively approachable luxury in the midst of rugged wilderness.  The resort offers state-of-the-art meeting facilities, a championship golf course, spacious guestrooms, luxurious spa treatments, delectable dining and endless recreation.

REGISTRATION

Register online at www.ibat.org, or return the completed registration form to IBAT at 1700 Rio Grande Street, Suite 100, Austin, Texas 78701.  Checks should be made payable to IBAT.  Please retain a copy for your records.

CANCELLATIONS

Registrations canceled in writing on or before August 29 will be refunded in full.  Those canceled (delegate and/or spouse) between August 30 and September 4 will be refunded less a $185 administrative fee per person.  Registrations canceled on or after September 5 are non-refundable; however, substitutions are allowed and encouraged.  Notification must be made in writing; no phone cancellations will be accepted.

HOTEL RESERVATIONS

Special room rates are available for convention registrants.  A room block has been reserved at a discounted rate of $229 plus applicable taxes.  Note:  a $4 surcharge has been added to offset expenses associated with hotel setup and other related costs.

     IBAT’s room block cut-off is August 15, 2008.  Rate and availability cannot be guaranteed after this date.  Please note that space is limited and will be available on a first-come, first-served basis.

     IBAT will submit weekly rooming lists, and notification of your arrangements will be included with your convention confirmation.  The Hyatt will not accept any direct reservations or cancellations; all reservations must be made through the IBAT office.  All hotel rooms must be guaranteed with a major credit card number, and a de­posit equal to the first night room rate per room will be charged to the account provided three weeks prior to arrival.

     IMPORTANT:  Because of the hotel’s own cancellation policy, ALL room cancellations must be made in writing to the IBAT office by August 26.  No cancellations will be accepted after this date; however, substitutions are allowed and encouraged.  Obviously emergencies occur, and IBAT will be happy to try to re-sell the room(s) on a case by case basis…but the hotel may not be able to take them back into their inventory.

SPECIAL NEEDS

Persons with disabilities who plan to attend these meetings and who may need auxiliary aids or services are requested to contact IBAT at least 14 days in advance of these meetings so that appropriate arrangements can be made.

DRESS

Dress for all of the convention events will be business casual!

     Sunday’s Education Foundation Gala, however, is cocktail attire with black tie optional.

TAX DEDUCTION

If the purpose of attending the IBAT Annual Convention is to help you maintain or improve skills relating to employment or business, expenses relating to the conference may be tax deductible according to I.R.C. Reg 1.162-5.  Consult your tax advisor.

     The IRS now requires a notice on all registration forms, which informs the attendee of the amount of the registration fee representing food and beverage.  We estimate the food cost portion of your basic registration fee is $472.  Contact your accountant or tax advisor for any tax advice.

CONTINUING EDUCATION CREDITS

Conference attendees can earn up to 13.5 hours of continuing education credit approved by the Texas CPA Society.
 
 
 

SATURDAY, SEPTEMBER 20

Noon-5:00pm

Golf TournamentHyatt Lost Pines Wolfdancer Golf Club

 

Evening Free For Correspondent Entertainment

SUNDAY, SEPTEMBER 21

Noon-6:00pm

Convention Registration

Noon-4:30pm

Exhibit Hall Open

Noon-4:30pm

Spouse & Guest Trunk Show

2:30-4:00pm

Pre-convention Workshop: Estate Planning Ideas for Sub S Owners – sponsored by Subchapter S Bank Association
•FREE to all full convention registrants

6:30-10:30pm

7th Annual Education Foundation Gala
•Tickets must be pre-purchased separately

MONDAY, SEPTEMBER 22

7:00am-4:00pm

Convention Registration

7:00-7:30am

Devotional

7:30-8:30am

Early Riser Continental Breakfast

7:30am-12:30pm

Exhibit Hall Open

8:00-9:00am

Learning Labs

9:30am-noon

General Session
Living Right Side Up in an Upside-Down World! – David Thomas
Address – Richard W. Fisher
The Challenging Credit Environment in 2008 – Merrill J. Reynolds

12:30-2:00pm

Luncheon
Lone Survivor: A Tribute to Courage, Honor and Patriotism – Marcus Luttrell

2:30-3:30pm

Regulators Panel
Ed Krei, Moderator

2:30-4:30pm

Spouse & Guest Trunk Show with Wine Tasting

5:30-9:30pm

20th Annual PAC AuctionHeart of Texas Bazaar

TUESDAY, SEPTEMBER 23

7:00-8:00am

Early Riser Continental Breakfast

7:00am-3:00pm

Convention Registration

7:00-7:30am

Devotional

8:15-9:15am

Learning Labs

9:30am-Noon

General Session
ICBA Update – Cynthia L. Blankenship
•Annual Business Meeting

12:30-2:00pm

Best of Community Banking Awards Luncheon
Political Observations – Ross Ramsey

2:00-3:00pm

Learning Labs

4:30-6:30pm

Hospitality Suites

6:30-9:30pm

19th Annual Texas Informal Celebrating Texas Hometown Heroes

9:45pm-midnight

Late Show Featuring Unplugged Songwriters ReviewHometown Harmony

 
 
 
 

Living Right Side Up in an Upside-Down World!
David W. Thomas, IntegriTalk, Houston, TX

Address
Richard W. Fisher, President, Federal Reserve Bank of Dallas

The Challenging Credit Environment in 2008
Merrill J. Reynolds, Reynolds Williams Group, New Braunfels, TX

Lone Survivor: A Tribute to Courage,  Honor and Patriotism
Marcus Luttrell, Author, Lone Survivor: The Eyewitness Account of Operation Redwing and the Lost Heroes of SEAL Team 10

ICBA Update
Cynthia L. Blankenship, Vice Chairman & COO, Bank of the West, Irving, TX

Political Observations
Ross Ramsey, Editor, “Texas Weekly,” Austin, TX

Regulators Panel
Moderator Edward A. Krei, Managing Director, The Baker Group, Oklahoma City, OK
•Robert D. Hankins, Senior Vice President, Federal Reserve Bank of Dallas
•Thomas J. Dujenski, Regional Director, Federal Deposit Insurance Corporation
•Gilbert D. Barker, Deputy Comptroller, Office of the Comptroller of the Currency
•Robert Bacon, Deputy Commissioner, Texas Department of Banking

 
 
 
 
ESTATE PLANNING IDEAS FOR SUB S OWNERS
Eric J. Larson, JD, CPA, Bever Dye, LC, Wichita, KS
Sunday, September 21 – 2:30-4:00pm

 

Sponsored by Subchapter S Bank Association, Inc.

 
FREE to all full convention registrants!
If not registered for convention:   IBAT Members: $195 before 8/15, $295 after
Nonmembers: $270 before 8/15; $370 after
 
Estate planning is a classic method of allocating resources for the benefit of a family in later years.  But estate planning involving Sub S stock requires special attention in order to comply with all laws and regulations relating to S corporations.  Eric Larson, who specializes in estate planning for the law firm of Bever Dye, LC, will present several strategies which can successfully integrate S corp. stock into a powerful estate plan.
 
This session is one not to be missed if your bank has made or is considering making a Subchapter S election.

 

 
 
 

Monday, September 22

8:00-8:25am

Dealing with the Regulatory Response to the Great Mortgage Meltdown of 2007 – William T. Luedke IV, Bracewell & Giuliani LLP

Operational Effectiveness: Best Practices You Can Bank On – James Atwood + Gregg Bennett, John M. Floyd & Associates

Real Estate Markets: What’s Happening This Year and Next? – Terry Mendenhall, Terry Mendenhall Consulting

Integrating the Newer Technologies into the
Community Bank
– Steven L. Vaughan, Community Bank Consulting

8:30-8:55am

New Opportunities and New Challenges: Strategic Insights for Community Banks in the Current Economic Climate – Charles E. Greef, Peter G. Weinstock + Chet Fenimore, Hunton & Williams

Investment Programs and Services – Kelly Tramontano, SWBC I, nvestment Services, LLC

De-mystify Texas Home Equity for Fun and Profit – Dennis Schwartz, Schwartz & Associates

Working in an Online World – Brad Garland, The Garland Group

Tuesday, September 23

8:15-8:40am

Investments and Interest Rate Risk: Managing for High Performance – Ryan Hayhurst, The Baker Group

Driving Next Level Growth Through Customers and Employees – Ed Wolfe, Deluxe Corp.

Win the War for Deposits – John W. Waupsh, First ROI

“Perfect Branch” - Fewer Tellers, Higher Sales, Happier Customers – De La Rue Cash Systems

8:45-9:10am

Investments and Interest Rate Risk: Managing for High Performance [part 2] – Ryan Hayhurst, The Baker Group

Driving Next Level Growth Through Customers and Employees [part 2] – Ed Wolfe, Deluxe Corp.

Tax Opportunities - Don’t Miss Out! – Chris Coleman, CPA, Padgett, Stratemann & Co., L.L.P.

Applied Retail Delivery Technology - A Case Study – John W. Hyche, LEVEL 5, LLC

2:00-2:25pm

Home Equity Revisited – Shannon Phillips Jr., IBAT

Risk Mitigation, Control and Cost Related to Small Business Lending – J. Mike Battle, Allied Capital Partners, L.P.

Bank on It.  The Bottom Line of Wellness – Pam Coffey, Q-Elements, Ltd.

The Role of Mobile Banking in a Multi-Channel World – Jim Block, Diebold

2:30-2:55pm

PEO: A Compelling Strategy for Texas Community Bankers – Rusty Spears, TriNet

Competing for Profitable Accounts in Today’s Economy – Bill Armistead, Fidelity National Information Services, Inc.

Trends in Debit – Judith Mcguire, PULSE

Regulators Raise the Bar: Latest FIL’s and Rules – Jeff Multz, SecureWorks

 
 
 
 

20th Annual PAC Auction – Heart of Texas Bazaar

Monday, September 22    5:30-9:30pm

For two decades now this has been the Leadership Division’s major fundraiser to benefit the IBAT PAC.  This is a fun and exciting way to help the PAC – and your chance to bid on some great items such as fishing and hunting trips, jewelry, sports memorabilia and collectibles.

The Silent Auction will take place from 5:30-7:00 p.m., then you can grab a plate and find a seat for a very fast paced LIVE auction.
 

19th Annual Texas Informal – Celebrating Texas Hometown Heroes

Tuesday, September 23    6:30-9:30pm

Join us Tuesday evening for an old-fashioned block party.  Dine on specialty food items from around the state while you visit with old and new friends.  Then put on your dancing shoes or just sit back and listen to some music featuring Texas’ own music legends.
 

Songwriters’ Late Show – Hometown Harmony

Tuesday, September 23    9:45pm-midnight

You won’t want to miss this IBAT tradition – a late show featuring three of the industry’s finest songwriters.  They’ll play their number one songs and tell a few stories into the late hours of the evening in an unplugged type of format.
«

Paul Overstreet has written 27 top 10 songs, including Randy Travis’s “On the Other Hand” and The Judds’ “Love Can Build a Bridge.”  Paul’s songs have won several awards, including two Grammys.

«

Scotty Emerick is best known for his co-writing credits with his friend Toby Keith, including “Beer for My Horses,” “I Love This Bar,” Whiskey Girl,” and “As Good as I Once Was.”  He has also written for Willie Nelson, George Strait, and Sawyer Brown.

«

Dean Dillon recorded six studio albums and charted several singles between 1982 and 1993.  Since then, he has continued to write hit songs for other artists, most notably George Strait.  His songwriting credits include Strait’s “The Chair,” “Nobody in His Right Mind Would’ve Left Her,” and “Ocean Front Property.”

 
 
 
 

21st Annual Leadership Classic Golf Tournament

Saturday, September 20    1:00pm Tee Time; Florida Scramble

Entry fee – $150 for Convention registrants; $200 for non-registrants

This year’s tournament takes place on-site at the Hyatt’s Wolfdancer Golf Club, a 7,205 yard, par 72 course.  Entry fee covers your cart and green fees, commemorative golf shirt, luncheon, and beverages during play.

This tournament benefits the association’s PAC and ALL checks for entries must be personal and made payable to the IBAT PAC.  Corporate contributions cannot be accepted.  If you would like to participate, simply check the applicable space on the registration form, and an official entry form will be mailed to you.

 

7th Annual IBAT Education Foundation Gala – An Elegant Evening Honoring Teachers and Community Bankers Who Make a Texas Difference!

Sunday, September 21    6:30-10:30pm

NEW THIS YEAR — Beatlemania and Fun-ancial Trivia Pursuit featuring The Eggmen, a Beatlemania Orchestra with Beatles Music; Match Wits over Beatles, Financial and Currency Trivia.  Come prepared to dance and match wits with community bankers and guests in a fun-filled, elegant evening celebration of financial literacy and community involvement.

The Gala benefits the IBAT Education Foundation and its mission: building financially literate communities.  If you would like to attend, simply check the applicable box on the registration form and an official invitation will be mailed to you.  Be sure to let us know if you would like to be a trivia contest contestant!

Tickets: $275 before August 15/$300 after

Reserved Table for 10: $2,550 before August 15/$2,700 after

 
 
 
 

Registered spouses and guests are welcome to attend the following:

 

Sunday, September 21

•Exhibit Hall

•Trunk Show

Monday, September 22

•Continental Breakfast

•Devotional

•Luncheon

•Trunk Show and Wine Tasting

•Auction

Tuesday, September 23

•Continental Breakfast

•Devotional

•Luncheon

•Hospitality Suites

•Texas Informal

•Late Show with Songwriters

 
 
 
 

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