When

Wednesday October 22, 2014, From 8:00 AM to 5:30 PM CDT

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Where

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

IN-PERSON ATTENDANCE AND NETWORKING
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.

HOTEL RESERVATIONS: 

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. 

Contact

Amy Trevino 
Subchapter S Bank Association 
210-228-9500 
atrevino@kslawllp.com 

Sponsored By



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.

 

2nd Annual Community Banking in a New World Conference 

You won't want to miss our 2nd Annual Community Banking in a New World Conference. This Conference will be of interest to all community bankers searching for a means to improve their margins, business models and long term viability, regardless of tax status. The focus will be on unique investment and business strategies that some banks have successfully employed to drive extra-ordinary value for themselves and for their communities.

AGENDA:

Wednesday, October 22nd

7:00 - 8:00 am             Registration and Continental Breakfast

8:00 - 8:30 am             CRA Investing: Triple Bottom Line

8:30 - 10:00 am           SBIC & Public Welfare Investments for Banks: A comprehensive look at the: Legal, Accounting, Tax, Regulatory Aspects of these profitable CRA investments

  • Alan Rich, Partner, Fisher, Herbst & Kemble, P. C.
  • William “Dub” Sutherland, Partner, Kennedy Sutherland LLP
  • Barry Wides, Office of the Comptroller of Currency

10:00 - 10:15 am          Break

10:15 - 12:15 pm         A look Inside Some of the Top SBIC and Public Welfare Investments and a bank investor’s view 

  • Christopher B. Hayes, Legislative & Regulatory Counsel, Small Business Investor Alliance
  • Barry Conrad, Managing Partner, Independent Bankers Capital Funds
  • Arthur Hollingsworth, Managing Partner, Lone Star Investment Advisors, LLC
  • Randy Rouse, Chief Investment Officer, Broadway Bank
  • Nemo Viso, Portfolio Manager, Bluehenge Capital Partners       

12:15 - 1:15 pm           Lunch – Fiduciary Duties of Bank Directors & Officers in Evaluating New Products

  • David Baris, Executive Director, American Association of Bank Directors

1:15 - 3:00 pm             Community Development Financial Institutions (CDFIs): Investing & working with these mission driven lenders 

  • Janie Barrera, President & CEO, Accion Texas, Inc.
  • Doug Bystry, President & CEO Clearinghouse CDFI
  • Thomas Loy, CEO & Chairman, MetaFund 

3:00 - 3:15 pm             Break

3:15 - 4:15 pm             Loan Pools: A Structure to share risk and focus on specific needs

  • William “Dub” Sutherland, Partner, Kennedy Sutherland LLP (moderator) 
  • Richard Hummell, CEO, BizCapital
  • Meg Schneithorst, Senior Vice President, Director of Specialized Lending, Enterprise Bank

4:15 - 5:00 pm             Affordable Housing Investments: Loan Pools, LIHTC, other programs and structures

  • David Bennett, Executive Vice President, Community Investment Corporation of the Carolinas
  • Garrick Gibson, Affordable Housing, Cohn Reznick

5:00 – 5:30 pm            Banking Ideas, Strategies, Tips and Hints    

  • NexBank
  • Unwired Banking
  • Digital Compliance
  • North End Financial

5:30 – 7:00 pm            Reception & Visit with Presenters and Sponsors

7:00 pm                       Dinner “on your own”