IBAT's Bottom Line June 1, 2009

2009 Leadership Conference Speaker

Many of us are so busy doing things the way we have always done them that we haven’t noticed when they do not work for us anymore.  G. Dan Lumpkin, CMC, is President of Lumpkin & Associates, a management consulting firm specializing in helping organizations deal with change and build cultures for survival in these fast moving times.

At this year’s Leadership Conference, in San Antonio, Dan will be talking about Earning the Right to Lead© and how to use The Power of Choice©.  Mr. Lumpkin will be speaking at the opening General Session, Thursday afternoon, at 3pm.

Earning the Right To Lead© is about the challenge of managing today’s worker.  Traditional management theories applied in today’s work environment often result in a very high frustration level for both worker and manager.   Dan talks about how to use The Power of Choice© to empower you in management situations.  The skills you will develop will allow you to have better communications with your employees and cultivate a more positive work climate for cooperation and production.

Dan Lumpkin is widely regarded as one of the current leaders speaking on change.  He is an international speaker and author, having presented to audiences of thousands in the United States, Mexico, Egypt, Puerto Rico, and Europe.  He is a graduate of the University of Tennessee with degrees in psychology, sociology and human behavior.  Dan is also a Certified Management Consultant and Certified Reality Therapist.  His management skills span over thirty five years in various industries, including banking.

Mr. Lumpkin was chosen by the Chairman of the United States Army Senior Review Panel to facilitate their investigation of sexual harassment in the U. S. Army worldwide.  He also attended and advised the future leaders of the U. S. Army on national security issues at the Army War College’s National Security Seminar.  For ten years he has written a popular career advice and leadership column in the national trade publication Exhibitor magazine, called “Ask Dan.”

Find out more about the 2009 Leadership Conference at www.ibat.org or thru Twitter by following IBAT at www.twitter.com/myibat or with the Leadership Conference Twitter hashtag #LDC09.

• Information Sheet
• Nomination Form
  

Last Friday, May 29, was the deadline for collecting funds for the Texas Governor’s Manson Restoration Fund.  For the past few months many of you have been helping to collect funds for the Governor’s Mansion Restoration Project.  If you have been participating in this project, we need your help with the following:
1.  Please send a cashier’s check or donations you have collected to:
IBAT
1700 Rio Grande, Suite 100
Austin, TX 78701
ATTN:  Mae Beth Palone

2.  If you are sending your donations directly to the Governor’s Mansion Restoration Project, please e-mail Mae Beth at mbpalone@ibat.org and provide her with the total amount of money you collected so we can be sure that Mrs. Anita Perry is aware of the participation of IBAT member banks in this effort.

Thanks to all of you who are helping to restore this cherished symbol of Texas history.

Join us at the IBAT/TBA Financial Literacy Summit on July 21-22 at the Federal Reserve Bank Dallas.

You won’t want to miss our opening general session speaker:

How to Connect with others regardless of Age, Wage or Life Stage
Kelly McDonald

It’s getting harder and harder to connect with others because there are so many barriers to connection.  Technology is our friend, but also our enemy as we have more and more ways to filter out the information and communication we don’t want.  So in order to connect with someone, you must learn to tap into relevant belief, values or habits.   And that can be hard to do when someone is different from you.

This presentation will focus on key diverse market segments, emerging market segments, and how major companies are learning to penetrate these groups, either internally or as customer base expansion, to form deep and lasting connections.

Attendees will learn why diversity is a real opportunity – and how you can grow your relationships by better understanding your neighbors, co-workers, your customers and the community in which you live and work, today and tomorrow.

Question: The local Economic Development Corporation has inquired as to whether the bank would obtain a consumer report on an applicant of EDC loan funding sources.  The EDC would obtain written authorization from the applicant authorizing the EDC to request & obtain the report from our Bank, authorizing our Bank to acquire the report from Experian, and authorizing our Bank to release the report to the EDC.  What are your thoughts?

To find out the answer, click here.

• Latest Mortgage Fraud Trends
• Foreclosure Rescue Fraud and Attorney Liability
• Identifying Fraudulent Transactions
• Sharing Information Among Law Enforcement Agencies
• Potential Legislative Solutions

• SSA representative will visit your bank and speak to your employees and customers about social security benefits.
• SSA can offer your bank a link on your homepage with the Social Security retirement benefit estimator.
• SSA representatives can visit your local bank and assist your customers in setting up direct deposit on-the-spot via the treasury website.
• SSA can train bank employees on how to use the retirement benefit estimator so they can better serve your customers.
• SSA can provide pamphlets and marketing material to place in your bank lobby that would include financial literacy and online services information.

Is LinkedIn your portal to the professional networking world on the internet?  Now you can use your existing LinkedIn account to keep track of IBAT activities

You can join IBAT on LinkedIn thru our Independent Bankers Association of Texas group.  Think of it as one of our homes away from home at the IBAT website.  We have the latest news updates on all the happenings at IBAT, and a forum for discussions.  It’s a great shortcut to what is going on over at the IBAT website.  You can find the IBAT group at www.linkedin.com/groups?gid=1849094&trk=hb_side_g

What is LinkedIn?  LinkedIn is a free and professional business networking site designed to help you control your professional identity online.  You stay connected with other business associates and can use the site to stay informed about general industry news.  It’s also a great site to discuss, learn and seek recommendations from current and former co-workers. 

If you are not currently a LinkedIn member you can sign up at www.linkedin.com.  There is a profile setup process and a process that allows you to located and network with potential business associates.

Sign up today and receive the latest news from IBAT as it happens.

Stocks have shown resilience this week with the Dow Jones pushing up 1.4%. This is the case even though bankruptcy looms for GM, America's leading auto manufacturer. Meanwhile, the second of three estimates for Q1 annualized GDP came in Friday morning indicating the U.S. economy shrank 5.7%. Read more in the Baker Market Update.

Although this information has been obtained from sources, which we believe to be reliable, we do not guarantee its accuracy. This is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

For a complete listing of upcoming events, CLICK HERE.  Meanwhile, please mark your calendar for some of our key upcoming events.

IBAT Leadership Conference
June 18-20 - San Antonio

IBAT Lending Compliance Summit
August 21 - Dallas

IBAT 35th Annual Convention
October 10-13 - Westin La Cantera Resort, San Antonio