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153rdAssembliesfor Bank DirectorsThe Nation’s Most Trusted Source For Bank Director EducationCommunity Bankingand the New ImperativesDirectors and senior management teams fromthroughout North America will convene January27-30, 2022, to plan for a successful future, focusingon Community Banking and the New Imperatives.”The conference will be guided by the industry’s leadingauthorities on community banks and their competitiveedge. On the agenda are critical issues bank boardsare facing nationwide. Workshops will afford you theopportunity to “drill down” further to gain a completeunderstanding of what’s expected of today's boards ofdirectors and their senior management.The 153rd Assembly for Bank Directors will be heldat the recently renovated Hyatt Regency Maui Resortand Spa in Lahaina, a spectacular oceanfront resort onthe “sunny side” of Hawaii’s most popular island, Maui.We negotiated a below market group rate to make itespecially attractive for a full board retreat.Presented byHyatt Regency MauiResort and Spa in LahainaMaui, HawaiiJANUARY 27-30, 2022
Assemblies for Bank DirectorsThe Experience Of SuccessFor almost half a century, the Assemblies for Bank Directors has been the national leader in bankdirector education, serving more and more bank directors across America. The Assemblies’ programshave kept U.S. bank boards abreast of the latest industry developments, as well as complemented seniormanagement’s own efforts to manage their institutions strategically. With regulatory authorities nowrequiring a full range of banking knowledge, you can rely on our experience to deliver programs ofnational interest — tailored to your unique duties and responsibilities.The Assemblies for Bank Directors draw bank directors and senior management from throughoutAmerica to discuss the latest issues affecting the national banking industry. By monitoring the bankingindustry's "hot topics" we ensure that the bank director program content is always fresh and dynamic.The locations are calm and relaxing; the speakers, top-notch. The bank faculty and facilitators are drawnfrom the nation's leading banking experts. With an eye on new bank regulatory expectations andD&O insurance provisions, these national banking programs are designed to complement a financialinstitution's own efforts in assembling a board whose strategic vision and oversight is second to none.About Kaanapali Beach, MauiKaanapali is a world-renowned destination located on the West side of the island of Maui,Hawaii. With a three-mile stretch of majestic white sand beach and warm, sunny weatherthroughout the year, Kaanapali provides the best of the best, with easy access to everything youwant to see and do. Enjoy endless water activities such as snorkeling, diving, kayaking, surfing,parasailing, jet-skiing, catamaran sails and more. Land activities include championship golfwith spectacular ocean views, world-class shopping and dining at Whaler’s Village, and culturalactivities, including Hyatt Regency Maui Resort and Spa’s Drums of the Pacific Luau, which isnot to be missed. Ka‘anapali is also located in close proximity to Lahaina Town and Front Street –famous for its shopping, dining, art galleries and boat harbor.HYATT KAANAPALI BEACHHyatt Regency Maui Resortand Spa200 Nohea Kai DriveLahaina, HI 96761, booking/OGGRM/G-SWGSBOOK EARLY!After January 2, 2022,rooms and group ratesare subject to availability.1-800-233-1234If you need additional assistance, please contact us at (808) 661-1234.1
Directors ProgramTHURSDAY, JANUARY 274:30 p.m.-5:30 p.m.Registration5:30 p.m.-6:30 p.m.Reception (with Spouses)FRIDAY, JANUARY 287:30 a.m.-3:30 p.m.Continental Breakfast (with Spouses)Welcome and Program Announcements (with Spouses) – S. Scott MacDonald, Ph.D. “What We Know about Cybersecurity Today” – Christopher J. “Chris” Furlow “Directors’ Duties in a Highly Regulated Industry” – Sanford M. “Sandy” Brown, J.D. “Merger and Acquisitions in the Current Environment”– Sanford M. “Sandy” Brown, J.D., and Chet A. Fenimore, J.D.Luncheon (with Spouses) – Sponsored by Commerce Street Capital “Innovation in Community Banking” – Jill CastillaWorkshops (please choose one): “Revisiting the Post-Pandemic Strategic Plan for Your Bank” – Chet A. Fenimore, J.D. “Director Duties in Credit Risk Management” – Merrill J. Reynolds, Jr.Evening at Your LeisureSATURDAY, JANUARY 297:30 a.m.-12:00 noonContinental Breakfast (with Spouses)Announcements “Managing Credit Risk Post Covid-19” – Merrill J. Reynolds, Jr. “What to Make of Today’s Capital Markets” – Dory A. Wiley “Key Elements of High-Performance Banking”–S. Scott MacDonald, Ph.D.Afternoon and Evening at Your LeisureSUNDAY, JANUARY 307:30 a.m.-9:30 a.m.Coffee Service Only (with Spouses) Panel Discussion and Wrap-up – Brown, Castilla , Fenimore , Furlow, Reynolds, WileySchedule Subject to Change. All events are business casual.For CPE Credit Field of Study: Specialized Knowledge Prerequisites: Basic understanding of director responsibilities gained whilecurrently serving on board Who Should Attend: New or current board members of community banks Advanced Preparation: None Program Level: Basic This Assembly qualifies for up to 12 CPE credit hours. Instructional Delivery Method: Group-Live2
SpeakersSanford M. Brown, J.D., partner, Alston & BirdJill Castilla, president and CEO, Citizens Bank of Edmond, OklahomaChet A. Fenimore, J.D., managing partner, Fenimore Kay Harrison & Ford LLPChristopher J. Furlow, president and CEO, Texas Bankers AssociationS. Scott MacDonald, Ph.D., president and CEO, SWGSB FoundationMerrill J. Reynolds, Jr., president, Reynolds Williams GroupDory A. Wiley, president and CEO, Commerce Street Holdings, LLC "The programs I have been to are truly educational and are without the sales pitches so embedded in associationmeetings, seminars and conferences. It rejuvenates me as an officer and director to continue to 'poke the box'!"Bret Whiteside, Senior Vice President,Traders and Farmers Bank, Haleyville, Alabama Our Upcoming Programs152nd Assembly for Bank Directorsat the Park Hyatt Beaver Creek/Vail Resort & SpaBeaver Creek/Vail, ColoradoSeptember 23-26, 2021Certified Community Bank Directors' Program 2021Cox School of Business at Southern Methodist UniversityDallas, TexasOctober 22-23, 2021All programs will be broadcast from the SWGSB Foundation, headquartered atthe Edwin L. Cox School of Business, Southern Methodist University, Dallas, Texas.Remember that this and other Assembly programs satisfy part of theCertified Community Bank Directors (CCBD) requirements forcertification (or recertification) offered by SWGSB Foundation andIBAT. Please visit swgsb.org/ccbd for more information about the CCBDcertification requirements and how this program qualifies.The next CCBD program will be held on October 22-23, 2021.For more information about upcoming programs, visit swgsb.org.3
RegistrationRegister early!Program popularity may limit attendance.Call: 214-768-2991 email: [email protected] Regency MauiResort and Spa in LahainaMaui, HawaiiJANUARY 27-30, 2022NAMENICKNAMEBUSINESS OR PROFESSIONTITLEMAILING ADDRESSHOMEBUSINESSCITYSTATEZIP CODEBUSINESS PHONECELL PHONEBANKHOME PHONEE-MAIL ADDRESSBANK DIRECTORSHIP HELD INBANK ASSET SIZEBANK CITYBANK STATENAME OF SPOUSE OR GUEST, IF ATTENDINGAssembly FeesDirector only, 1,195Spouse or guest, 175Group Discounts (from the same bank): 1,095 each for 3rd & 4th directors 995 each for 5th & remaining directorsEnclosed is a check made payable to : SWGSB Foundation, P.O. Box 750214, Dallas, TX 75275-0214To register online and pay with your credit card, please visit our website atswgsb.org/form event directors?event ABD153Assembly fees cover educational materials, instruction, and scheduled events.Directors are responsible for their own travel expenses, hotel expenses, and travel arrangements.For hotel reservations at our group rate, please call 1-800-233-1234 and reference Assembly forBank Directors.Online Reservations at: SWGSFor all other requests, please call the hotel concierge at (808) 661-1234.Cancellation policy: All refunds are subject to a nonrefundable 95.00 registration fee;cancellations must be in writing. Full refunds will be issued for cancellations made at least 10 daysbefore the program's start date. A 50% refund will be issued for cancellations made between 10days and 72 hours of the program's start date. No refunds will be issued for cancellations made 72hours before the program's start date. For more information regarding administrative policies suchas complaint and refund, please contact David Davis at 214-768-2991.4
SMU, SWGSB and IBAT do not discriminate on the basis of race,color, national or ethnic origin, sex, age, or disability.SW Graduate School of Banking Foundation is registered with theNational Association of State Boards of Accountancy (NASBA) asa sponsor of continuing professional education on the NationalRegistry of CPE Sponsors. State boards of accountancy havefinal authority on the acceptance of individual courses for CPE credit. Complaintsregarding registered sponsors may be submitted to the National Registry of CPESponsors through its website: NASBAregistry.orgCraig Buford, President and CEOCommunity Bankers Association of Oklahoma“Banking continues to transform quickly with technologicaladvances and the ability to deliver financial services inunprecedented new ways. These advances bring new boardoversight responsibilities; and when you add a changingregulatory environment, the need for director traininghas never been greater. The Assemblies for Bank Directorsprovide your board members a first-class event and theopportunity to learn and network with the best.”Southern Methodist UniversityPO Box 750214Dallas, TX 75275-0214
Sanford M. Brown, J.D., partner, Alston & Bird Jill Castilla, . Southern Methodist University PO Box 750214 Dallas, TX 75275-0214 “Banking continues to transform quickly with technological advances and the ability to deliver financial services in unprecedented new ways. These advances bri
