When
Wednesday October 28, 2015 at 8:00 AM CDT-to-
Thursday October 29, 2015 at 3:00 PM CDT
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Where
St. Anthony Hotel
300 E Travis 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, historic St. Anthony Hotel in downtown San Antonio. Built in 1909, The St. Anthony Hotel is located only three blocks from the Alamo and the vibrant Riverwalk. A $24 million renovation, which was completed Spring of 2015, has preserved many period details of a luxury hotel that has welcomed politicians, royalty, and celebrities.
Joins us for the only conference specifically created to educate and help financial institutions maximize the benefits of their S Corporation election. Leave with an increased understanding of the full range of pertinent issues and the ability to be change agents in our industry. There'll also be plenty of time to network, meet leading industry professionals, and discuss the S Corp banking landscape with your peers. Lastly, 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:
Group Room Rate: $229 per night (additional $25 fee per person) In order to receive the special rate please book by Monday, September 27, 2015.
Each individual guest must make their own reservations by clicking on the link above or calling: 210-227-4392.
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.
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 $250. 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 27th will be refunded in full. Any cancellations received after September 27th will not be refunded. Substiutions are allowed and encouraged.
Accreditation: Subchapter S Bank Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CEP Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org
Prerequisites: S Corp bank knowledge
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group-Live
Dress: Business Casual
Dietary Restrictions: Please let us know if you have any special dietary requests or restrictions so we can accommodate your needs.
Special Needs: Persons with disabilities who plan to attend the meetings and who may need special arrangements are asked to contact atrevino@kslawllp.com at least 21 days in advance of the meetings so appropriate arranagments can be made.
Subchapter S Bank Association's 18th 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.
AGENDA: (subject to change and periodically updated)
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Wednesday, October 28, 2015 |
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7:00 - 8:00 am Registration/Continental Breakfast |
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8:00 - 8:15 am Welcome/Opening Remarks
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8:15 - 9:15 am Washington Wire: Congress, the Agencies and the IRS
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9:15 - 10:05 am A Hitch Hikers Guide to Interest Rates and the Economy
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10:05 - 10:15 am Morning Break |
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10:15 - 11:15 am Accounting Update
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11:15 - 12:15 pm Tax Update
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12:15 - 1:15 pm Lunch: "The Social Bank CEO"
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1:15 - 5:00 pm Break Out Sessions: Session1: ESOPs - Empowering Community Banks
Session 1: LendIt: Bringing an innovative new credit product to bank branches
Session 2: Operating Your Bank as an LLC
Session 2: Careful Not To Box Out Innovation: Risk & Vendor Management
3:00 - 3:15 pm Afternoon Break Session 3: Impact of Recent Changes to the Small BHC Policy Statement on Optimal Capital Structure for Sub S BHCs
Session 3: S Corp and C Corp Bank Performance Comparison
Session 4: Trust & Estate for S Corp Owners
Session 4: Effective Cybersecurity Management- The Good, The Bad & The Ugly
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5:00 - 7:00 pm Reception |
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Thursday, October 29, 2015 |
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7:00 - 8:00 am Continental Breakfast 8:00 - 8:15 am Shareholder Management Tools
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8:15 - 10:00 am Portfolio Management
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10:00 - 10:15 am Morning Break |
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10:15 - 12:00 pm Planning for Mergers & Acquisitions
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12:00 - 1:15 pm Lunch: "“Strategic Positioning For Your Sub S Bank”
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1:15 - 2:45 pm Break Out Sessions Session 1: Capital Strategies
Session 1: Executive Compensation Trends in Sub S Banks & Boli
Session 2: Talent Management
Session 2: Sustaining a Legacy - Issues & Strategies for Family Owned Banks
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2:45 – 3:00 pm Closing Remarks & Wrap Up
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