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Conferences/Conventions
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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.
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SATURDAY, SEPTEMBER 20 |
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Noon-5:00pm |
Golf Tournament – Hyatt Lost Pines Wolfdancer Golf Club |
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Evening Free For Correspondent Entertainment |
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SUNDAY, SEPTEMBER 21 |
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Noon-6:00pm |
Convention Registration |
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Noon-4:30pm |
Exhibit Hall Open |
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Noon-4:30pm |
Spouse & Guest Trunk Show |
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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 |
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6:30-10:30pm |
7th Annual Education Foundation Gala •Tickets must be pre-purchased separately |
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MONDAY, SEPTEMBER 22 |
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7:00am-4:00pm |
Convention Registration |
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7:00-7:30am |
Devotional |
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7:30-8:30am |
Early Riser Continental Breakfast |
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7:30am-12:30pm |
Exhibit Hall Open |
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8:00-9:00am |
Learning Labs |
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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 |
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12:30-2:00pm |
Luncheon •Lone Survivor: A Tribute to Courage, Honor and Patriotism – Marcus Luttrell |
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2:30-3:30pm |
Regulators Panel •Ed Krei, Moderator |
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2:30-4:30pm |
Spouse & Guest Trunk Show with Wine Tasting |
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5:30-9:30pm |
20th Annual PAC Auction – Heart of Texas Bazaar |
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TUESDAY, SEPTEMBER 23 |
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7:00-8:00am |
Early Riser Continental Breakfast |
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7:00am-3:00pm |
Convention Registration |
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7:00-7:30am |
Devotional |
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8:15-9:15am |
Learning Labs |
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9:30am-Noon |
General Session •ICBA Update – Cynthia L. Blankenship •Annual Business Meeting |
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12:30-2:00pm |
Best of Community Banking Awards Luncheon •Political Observations – Ross Ramsey |
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2:00-3:00pm |
Learning Labs |
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4:30-6:30pm |
Hospitality Suites |
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6:30-9:30pm |
19th Annual Texas Informal – Celebrating Texas Hometown Heroes |
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9:45pm-midnight |
Late Show Featuring Unplugged Songwriters Review – Hometown Harmony |
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Living Right Side Up in an Upside-Down World! David W. Thomas, IntegriTalk, Houston, TX |
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Address Richard W. Fisher, President, Federal Reserve Bank of Dallas |
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The Challenging Credit Environment in 2008 Merrill J. Reynolds, Reynolds Williams Group, New Braunfels, TX |
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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 |
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ICBA Update Cynthia L. Blankenship, Vice Chairman & COO, Bank of the West, Irving, TX |
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Political Observations Ross Ramsey, Editor, “Texas Weekly,” Austin, TX |
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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!
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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.
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Monday, September 22 |
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8:00-8:25am |
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Dealing with the Regulatory Response to the Great Mortgage Meltdown of 2007 – William T. Luedke IV, Bracewell & Giuliani LLP |
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Operational Effectiveness: Best Practices You Can Bank On – James Atwood + Gregg Bennett, John M. Floyd & Associates |
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Real Estate Markets: What’s Happening This Year and Next? – Terry Mendenhall, Terry Mendenhall Consulting |
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Integrating the Newer Technologies into the Community Bank – Steven L. Vaughan, Community Bank Consulting |
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8:30-8:55am |
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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 |
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Investment Programs and Services – Kelly Tramontano, SWBC I, nvestment Services, LLC |
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De-mystify Texas Home Equity for Fun and Profit – Dennis Schwartz, Schwartz & Associates |
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Working in an Online World – Brad Garland, The Garland Group |
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Tuesday, September 23 |
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8:15-8:40am |
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Investments and Interest Rate Risk: Managing for High Performance – Ryan Hayhurst, The Baker Group |
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Driving Next Level Growth Through Customers and Employees – Ed Wolfe, Deluxe Corp. |
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Win the War for Deposits – John W. Waupsh, First ROI |
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“Perfect Branch” - Fewer Tellers, Higher Sales, Happier Customers – De La Rue Cash Systems |
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8:45-9:10am |
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Investments and Interest Rate Risk: Managing for High Performance [part 2] – Ryan Hayhurst, The Baker Group |
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Driving Next Level Growth Through Customers and Employees [part 2] – Ed Wolfe, Deluxe Corp. |
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Tax Opportunities - Don’t Miss Out! – Chris Coleman, CPA, Padgett, Stratemann & Co., L.L.P. |
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Applied Retail Delivery Technology - A Case Study – John W. Hyche, LEVEL 5, LLC |
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2:00-2:25pm |
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Home Equity Revisited – Shannon Phillips Jr., IBAT |
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Risk Mitigation, Control and Cost Related to Small Business Lending – J. Mike Battle, Allied Capital Partners, L.P. |
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Bank on It. The Bottom Line of Wellness – Pam Coffey, Q-Elements, Ltd. |
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The Role of Mobile Banking in a Multi-Channel World – Jim Block, Diebold |
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2:30-2:55pm |
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PEO: A Compelling Strategy for Texas Community Bankers – Rusty Spears, TriNet |
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Competing for Profitable Accounts in Today’s Economy – Bill Armistead, Fidelity National Information Services, Inc. |
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Trends in Debit – Judith Mcguire, PULSE |
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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.
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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. |
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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. |
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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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