Thursday October 23, 2014 at 8:00 AM CDT
Friday October 24, 2014 at 12:30 PM CDT

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The Hilton Palacios Del Rio Hotel 
200 S Alamo Street
San Antonio, TX 78205

Driving Directions 

This year, for the first time, the conference is being held at the newly renovated Hilton Palacios Del Rio Hotel right on the banks of the San Antonio river walk. After Day 1 of the conference we'll meet for a reception where you can network and discuss operations with other professionals in your industry and get to know our speakers on a personal level. There'll also be plenty of time to enjoy some good ole Mexican food or stroll along the San Antonio River Walk and enjoy al fresco dining, shopping, lush landscapes, quaint pathways, cascading waterfalls, outdoor art and relaxing patios.


Book Your Hotel Now!

Group Room Rate: $209 per night  (additional $25 fee per person) In order to receive the special rate please book by September 30, 2014.

Each individual guest must make their own reservations by clicking on the link above or calling: 1-800-HILTONS.

Make sure to identify yourself as members of Subchapter S Bank Association, in order to receive the room rates that have been established for the Group. 



Amy Trevino 
Subchapter S Bank Association 

Sponsored By

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Tax Deduction: 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 that is deductible as an ordinary business expense. We estimate the food cost portion of your basic registration fee is $200. Under current tax law 50% of this amount is deductible as an ordinary business expense. Please contact your accountant or tax advisor for further details.

Cancellation Policy: Registration cancellations received on or before September 39th will be refunded in full. Any cancellations received after September 30th will not be refunded. Substiutions are allowed and encouraged.


Subchapter S Bank Association's 17th Annual Conference 

In the past five years new rules, guidelines and responsibilities have changed the way we all do business. The pace of change is accelerating, and on top of that, some of the recently-enacted requirements are already being changed! We all scramble to stay up to date on the latest tatics, legislation, and tools to set up a game plan and educate ourselves, but it's an exhausting process.  

You need help. That's where the Subchapter S Bank Association conference comes in. We've dissected every bit of information relating to Subchapter S banks and their opportunities and challenges, and organized it, and will present it to you in a way that will ensure you are up-to-date and armed with tips, action steps, and the knowledge necessary to improve performance.

We are bringing together a group of industry experts and a large group of industry participants to sort through the news of the year. You can be certain that you will be up-to-date and ready to tackle those thorny obstacles you are facing.


Thursday, October 23rd

7:30 - 8:15 am     Registration/Continental Breakfast

8:15 - 8:30 am     Welcome/Opening Remarks

8:30 – 9:45 am     Legislative & Regulatory Initiatives:  Congress, Agencies & the IRS              

  • Patrick J. Kennedy, Jr., Managing Partner - Kennedy Sutherland LLP (moderator)
  • John Hand, Vice President Congressional Relations - Independent Community Bankers Association
  • William “Dub” Sutherland, Partner - Kennedy Sutherland LLP

9:45 - 10:00 am     Break

10:00 - 11:15 am    Tax & Accounting Updates: NIIT, New ALLL Guidance, Purchase Accounting, etc.

  • Joe Press, President - Fortner, Bayens, Levkulich & Garrison, P.C.
  • Timothy Malecha, Partner - LarsonAllen LLP
  • Gordon J. Dobner,  Director - BKD, LLP
  • David J. Silagi, Partner - Crowe Horwath LLP

11:15 - 12:00 pm   GAAP Purchase Accounting & 1060 Allocations: Twins? Or Distant Cousins?

  • Alan Nolte, Partner - Eide Bailly LLP
  • Paul A. Sirek, Partner - Eide Bailly LLP

12:00 - 1:00 pm     Lunch and Speaker: "Innovative Strategies to Amplify the Spirit of Community Banking"

  • Jill Castilla, President & CEO- Citizens Bank of Edmond, Oklahoma

1:15 - 2:00 pm     A Detailed Discussion of the Advantages and Disadvantages of S Corp v. C Corp

  • Kevin Powers, Partner - Crowe Horwath LLP
  • William “Dub” Sutherland, Partner - Kennedy Sutherland LLP

2:00 - 2:45 pm     Capital Raising Strategies for Sub S Banks, Shareholder Succession, ESOPS & Liquidity Options

  • Patrick J. Kennedy, Jr., Managing Partner - Kennedy Sutherland LLP (moderator)
  • John Holt, President & CEO - NexBank Capital, Inc.
  • Martin Madden, Executive Vice President & CFO - First National Bank La Grange, Illinois
  • Matt Siekielski, Executive Vice President & COO - NexBank Capital, Inc.
  • William “Dub” Sutherland, Partner - Kennedy Sutherland LLP

2:45 - 3:00 pm     Break

3:00 - 3:45 pm     Trusts and Estate in the Sub S world: Managing Risks & Maximizing Shareholder Value and Objectives

  • Patrick J. Kennedy, III, Associate - Kennedy Sutherland LLP
  • Michael Perkins, Partner - Slattery | Perkins P.C.

3:45 - 5:00 pm     Merger & Acquisition Panel Discussion: Market & Recent Trends

  • Brian Johnson, Managing Director - Commerce Street Capital, LLC
  • Tom Mecredy, Senior Vice President - Vining Sparks IBG, LP

5:00 pm              Reception

Friday, October 24th

8:30 - 9:15 am     Reflections from a Sub S Banker and Investment Strategist

  • Randy Rouse, Chief Investment Officer - Broadway Bank

9:15 - 9:30 am     Break

9:30 - 11:45 am    Investment Portfolio Management for Sub S Bank

  • Brian Battle, Director - Performance Trust
  • Ryan Hayhurst, Manager, Financial Strategies - The Baker Group
  • Terry Robertson,  Managing Director - Raymond James
  • Greg Roll, Senior Vice President - Vining Sparks IBG, LP
  • Steve Twersky, Executive Vice President - FTN Financial