Pub. 8 2020 Issue 1

13 The Community Banker FURTHER CONVENTION INFORMATION & SCHEDULE VISIT WWW . MIBONLINE . ORG / CONVENTION . Hotel Information Ken Woody Chief of Interpretation Little Bighorn Battlefield Kennedy was treasurer on ICBA ’ s Executive Committee from 2014 - 16 and was an ICBA at - large director from 2011 - 12 . He also served as ICBA ’ s state delegate for Louisiana . Kennedy has always maintained longstanding ties to his community . He is a former president of the Feliciana Chamber of Commerce and the Zachary Chamber of Commerce . He is a past president of the Rotary Club of Zachary and has served on the boards of small business incubator , Dixie Business Center , and the Lane Regional Medical Center Foundation . Kennedy attended Silliman Institute , holds a Bachelor of Science degree from the Louisiana State University E . J . Ourso School of Business and is a graduate of the Graduate School of Banking at LSU . He lives in Baton Rouge , La ., with his wife . They have six children and twelve grandchildren . Preston Kennedy Immediate Past Chairman ICBA Ken Woody has been the Chief of Interpretation at Little Bighorn Battlefield National Monument for the past 23 years . He has been an employee of the National Park Service for about 30 years , working elsewhere over the years at such places as Fort Necessity National Battlefield near Pittsburgh PA , Independence National Historic Park in Philadelphia PA and Knife River Indian Villages National Historic Site Stanton , North Dakota . Ken ' s background of interest has always been material culture of the Plains Indians , although his higher education began in Forestry , attending the New York State Ranger School in Wanakena , New York and then the Environmental School of Forestry main campus Syracuse University , New York ; Ending his education in Anthropology at the University of Pittsburgh in 1989 and beginning a career with the National Park Service at that time . Northern Hotel 19 North Broadway Billings, MT Phone: 406-867-6767 Ask for the Montana Independent Bankers Discount when booking your room. Book by June 22 for discount. TheMagicCity Billings isanexciting , vibrantcitywithawidevarietyofactivities foryou toenjoy , nomatterwhat your interests . Let theNorthernbeyourguide toanamazingexperienceunique to thisareaof Montana . Ourknowledgeablestaffcanassist inmaking sureyour time inBillings ismemorable ! Keynote Speakers President and CEO of Zachary Bancshares Inc ., in Zachary , La ., Kennedy has served in many leadership roles at ICBA and is chairman of the Executive Committee and the board of directors . He is a member of ICBA ’ s Policy Development and Nominating committees . He also serves as Executive Committee liaison to the Agriculture - Rural America Subcommittee and the Minority Bank Council . He is past chairman of the Federal Delegate Board and previously served on the Cyber and Data Security Committee . Battle of Little Bighorn Inaddition , herdivision licensesandexaminesover 1 , 000non - bank financialentities includingmortgage lendersandmortgagebrokers , consumer loancompanies , sales financecompanies , title lenders , deferreddeposit lendersandescrowbusinesses . Inorder toprotectMontana consumers , theDivision regularlyassesses the safetyand soundnessofall state - chartereddepository institutionsaswellas thecomplianceofall regulatedentitiesaccording toMontana state law . CommissionerHallwasalso recentlyelectedSecretaryof theConferenceofStateBank Supervisors . CommissionerHallobtainedherB . A . inEconomics fromEckerdCollege inSt . Petersburg , Florida , andher jurisdoctor fromTulaneLawSchool in NewOrleans , Louisiana . Shehasbeenanattorney inprivatepracticedealingwithcivil litigation inawidevarietyofareas includingmaritime law , environmental regulation , commercial transactionsandclassaction litigation . Melanie Hall Montana Commissioner of Banking PatrickBarkeybecamedirectorof theBBER inJuly2008 , after servingasdirectorofhealthcare research sinceApril2007 . Hehasbeen involvedwitheconomic forecastingandhealthcarepolicy research for twenty - fouryears , both in theprivate andpublic sector . He servedpreviouslyasDirectorof theBureauofBusinessResearchatBallStateUniversity in Indiana for fourteenyears , overseeingandparticipating inawidevarietyofprojects in labormarket research , and stateand regional economicpolicy issues . Heattended theUniversityofMichigan , receivingaB . A . (’ 79 ) andPh . D . (’ 86 ) ineconomics . Patrick Barkey University of Montana ’ s Bureau of Business and Economic Forecast Dory A . Wiley President & CEO Sinceco - founding the firm in2007 , hisprimary focushasbeen themanagementandgrowthof thebrokerdealerandprivate investment funds that specialize in financial institutions , retirementplans , institutionalportfoliomanagement , and small tomidsizebuyouts . Mr . Wiley is frequentlyquoted in themedia , and regularly speaksatuniversities , conferencesand seminars regardingcorporate finance , portfolioandasset allocation , aswellasalternative investments . He isalsoa frequentcontributoronFoxBusinessNews , FoxNewsandCNBC . Hehas testifiedasan expertwitnessonbankand securitiesvaluations , andwrittenarticles forvariousperiodicals . Mr . Wiley serveson theBoardsand InvestmentCommitteesofmultiple investment funds . Those fundshave includedSBICs ( Independent BankersCapitalFund ), BankHedgeandPrivateEquity funds ( KeefeManagers , KeefePartners , KeefeRainbowPartners , ServiceEquityPartners , GenesisPartners , andCommerceStreetFinancialPartners ) anddebt funds ( CommerceStreet IncomePartners Iand II ). He formerly servedasa memberof theBoardofTrusteesof theTeacherRetirementSystemofTexas (“ TRS ”), anapproximately $ 130billionpension fundwherehewas Chairmanof the InvestmentCommittee , Chaired theAlternativeAssetsCommitteeand servedonCompensation , CIO recruiting , Audit , and GovernmentCommittees . Duringhis tenure , TRSwent fromabottomquartileperformer to thenumberone rankedpublicpension fund in the country in itsasset sizegroupand is the5th largestpublicpensionplan in thecountry . Mr . Wileyhasover25yearsofexperience incommercialand investmentbankingand investmentmanagement . Prior tohiscurrentposition withCommerceStreet , Mr . WileywasPresidentofSAMCOCapitalMarkets , LLC , whichhe joined inAugust , 1996 . Prior toSAMCO , hewasVice PresidentandManagerof theFinancial InstitutionsGroupatRauscherPierceRefsnes , nowRBCCapitalMarkets . Duringhiscareer , Bill spent 15yearsasacomplianceofficerandCRAofficer ina largecommunitybank , andalsoworked fora large regional bank . Hehasbeena lender forconsumer , commercial , andmortgage loans , andhasmanagedavarietyofbankdepartments , including loan review , consumer / commercial loanprocessing , mortgage loanprocessing , loanadministration , creditadministration , collections , and commercial loanworkout . Bill Elliott Young & Associates CRCMDirector of Compliance Education MelanieHall is theCommissionerof theMontanaDivisionofBankingandFinancial Institutions . Sheprovides theoverall leadership to theBankingDivision , which is responsible for the supervisionof46 state - charteredbanksand9 state - chartered creditunionswithover32billion in totalassets . DoryA . Wiley , CFA , CPA , CVA isPresident & CEOofCommerceStreetHoldings , LLC , theholdingcompany forCommerce StreetCapital , LLC (“ CSC ”), aFINRA - memberbroker / dealerandCommerceStreet InvestmentManagement , LLC (“ CSIM ”), anSEC - registered investmentadvisor . BillElliotthasover40yearsofbankingexperience . AsaSeniorConsultantandDirectorof ComplianceEducationat Young & Associates , Inc ., Billworksonavarietyofcompliance - related issues , including leadingcompliance seminars , conductingcompliance reviews forallareasofcompliance , conducting in - house training , andwritingcompliance articlesand trainingmaterials . VERNONTANNER CRESCENT MORTAGE TOMKEENAN KEENAN & PARTNERS In thesecapacitiesMr . Keenan ’ s recentassignments includeoverseeingengagement , underwriting , valuation , marketing , bid management , contracting , and successfulclosingof traditionalbank realestate , bankdeposit liabilities , andwhole loanasset sales , withvaluationassignments totaling inexcessof $ 2 . 0billionandcombined transactionalvolume inexcessof $ 300 million since the foundingof thecompany . Mr . Keenan ’ scurrentconsulting , valuation , and saleassignmentsaremost recently focusedonmulti - regional repositioningofclientbankbranchandadministrative facilityassets . Mr . Keenan receivedhisB . A . from theCollegeofWoosterofWooster , Ohioand isagraduateof theGilmanSchoolofBaltimore , Maryland . Keenan & Partners isa registeredRealEstateFirm , andMr . KeenanholdsactiveManagingand / orPrincipalReal EstateBroker licenses in theStatesofOregon , Washington , and Idaho , foruse inallvaluationand transactionalassignments performed , aswellasFINRASeries7and63SecuritiesLicenses , asan independentcontractorofCommerceStreetCapital , LLC . Mr . Keenancurrently servesasaMemberof theBoardofDirectorsof theClackamasCounty ( Oregon ) EconomicDevelopment Commission . Mr . Keenan resideswithhis family inPortland , Oregon . SRV . P . OPERATIONAL COMPLIANCE MANAGER Vernonhasacareer spanning25years in thebanking industryasabankexaminerbeforeentering theprivate sector toholdpositionsasdiverseasCreditOfficer , LoanOfficer , andChiefComplianceOfficer . Hehasheld leadership roles formanyyears in tradeassociations , guest facultymember , and informational speaker . Asan activememberof theComplianceCommittee for theMortgageBankersAssociationatboth the stateand national levels , Vernonhasbeena regularpanelistonnational legal issuesandbankingcompliance issues for the Association . TomKeenan isPrincipalofKeenan & Partners , aConsultingBrokerageandAdvisoryFirm focusedonvaluation , transactional brokerage , andcapitalmarkets servicesdelivered to thebanking industry . Mr . Keenan foundedKeenan & Partners in2010 in order todeliverpersonal service toa selectclientbasewith specialattentionpaid tocorebeliefsof integrityandexcellence . CustomerService MotivationalLeadership Life - Work BalanceGoalSetting TimeManagement Steve is recognizedasanoutstandingKeynoteSpeaker , Motivator , InstructorandConsultant . His seminarsare lively , informative , funnyand insightful . Hisknowledge stems froma20 - yearcareeratManagementandVicePresident level . His corecompetenciesare in : MotivatingaSalesGroup , Stevechallengeshisaudiences togo for it 100 %, in theirpersonal lifeandatwork . Hismessage stayswithhisaudience fora long timeashe talksabouthow important theeffect theyhaveonothers , the importanceof settinggoals , andbeing theirBESTeveryday ! Steve is theauthorof thebook , ‘ How toHaveaGreatDayEveryday !’& ‘ LeaveYourFunkat theDoor ’ andhasplentyofhands - onexperiencehelpingbusinesses , schools , associationsandorganizations reachand sustainexcellence . STEVE BECK CERTIFIEDSPEAKINGPRO Welcome Reception JOIN US IN BALLROOM 5-6:30 PM THURSDAY JULY 23 Speakers JimReber ispresidentandCEOof ICBASecurities ,® partof the ICBAServicesNetwork ® andawhollyowned subsidiaryof the IndependentCommunityBankersofAmerica ®. Reber joined thecompany in 1990andwaselectedpresidentandCEO in2005 . Prior to joining ICBASecurities , Reberwas seniorvicepresidentand investment strategistofViningSparks IBG , a leadingbroker - dealer for institutional investors , now ICBASecurities ’ exclusivebroker . Reberalso servedasvicepresident ofUnionPlantersBank inMemphis . Withover30yearsofexperience , Reber isa frequent speakeratbankconventions , seminarsandconferences . Healsowritesamonthly investmentcolumn for theaward - winningnationalmagazine , IndependentBanker ®. Reber isacertifiedpublicaccountantandachartered financialanalyst . He ison theboardof regents of thePaulW . BarretSchoolofBankingand servedas itschairman in2017 . Reber receivedaBS inaccountingMagnaCum Laude fromChristianBrothersUniversityand serveson theBoardofTrustees . JIMREBER PRESIDENT ANDCEO , ICBASECURITIES MIB - PAC Silent Auction Help support community banking in Montana by donating an item to the MIBPAC Silent Auction Reception ! This event is MIB ’ s sole means for raising funds for its political action committee . We use this money to support state candidates fromboth parties who are friendly to community banking , ensuring positive legislation for Montana ’ s banks . What Can I Donate ? Auction items can be anything ! Popular donations include hunting / fishing / outdoor gear , travel / vacation packages , jewelry and accessories , gourmet wine and food packages , electronics , Made - in - Montana goods , and any unique items fromyour area ! How Do I Donate ? Complete the form included with this packet and return it to MIB . Be sure to indicate whether you intend to mail the item to MIB ’ s office or hand - deliver it to the convention registration booth at Northern Hotel . Don ’ t know what to donate but still want to contribute ? You can also send a personal check to be used to defray the cost of the auction . Montana ’ s community banks thank you for your support ! Montana law prohibits corporate donations to PACs . All contributions , including donated items , must be purchased with PERSONAL FUNDS . Our annual Tradeshow allows you to personally meet with around 25 companies who can provide technologies , products and services that are critical to your business . MIB brings these potential partners to one location so you can easily learn about the latest and greatest innovations , programs , software , and products for community banks . Meet old friends and make new business relationships during our Vendors ’ Night ! You could be the next winner ! Enter to win fantastic prizes during our Friday Vendors ’ and Award ’ s Night by visiting all participating exhibitors ' booths and having them sign your Passport to Prizes card . Winning game cards will be drawn that evening . In addition , our faithful exhibitors offer their own assorted prizes that will be drawn at the end of the evening . Grab a drink and a plate of sumptuous appetizers , enjoy great conversations , visit booths , and win ! Renew and Make New Business Partnerships! Draw for the Chance to Win Dozens of Prizes! PRIZES FRIENDS Come join the fun!