7TH ANNUAL

STRATEGIC OPPORTUNITIES

AND M&AA REGIONAL CONFERENCE OF COMMUNITY BANK LEADERS

NOVEMBER 4-6, 2018 OMNI ROYAL ORLEANS, NEW ORLEANS

CO-SPONSORED BY

FEATURING EXTENSIVE CEO-TO-CEO PEER SHARING

LATEST M&A TRENDS & STOCK PRICING DATA

STRATEGIC LONG- AND SHORT-TERM GROWTH STRATEGIES

SHOWCASE OF IMPORTANT NEW PRODUCTS & SERVICES

CURRENT REGULATORY & ECONOMIC DEVELOPMENTS

NETWORKING WITH LEADING ADVISERS & ACQUIRERS

Updated Agenda – New Speaker & Topics Early-Bird deadline

September 28

SUNDAY, NOVEMBER 4 Registration & Light Lunch

Opening Remarks Chet A. Fenimore, Conference Chair, Fenimore, Kay, Harrison & Ford, LLP

Mindset Matters: Improving Profitability by Changing Mindset Chris Scaffidi, Director of Market Development, The Pacific Institute

Raising Capital in Today’s Environment Matt Paramore, VP/Investment Banking, Raymond James Chuck Stubbs, SVP/Investment Banking, Raymond James Ed Francis, Chairman/CEO, InBankshares Corp.

Networking Break

Integrating Credit Cultures & Other Social Issues Affected by Mergers David Ruffin, Director-Loan Advisory Group, Dixon Hughes Goodman, LLP

Drivers of Bank Valuation Dory Wiley, President & CEO, Commerce Street Capital, LLC

Reception – Guests Invited

SCHEDULE

WHAT THIS CONFERENCE OFFERS • Unique program format and content • Emphasis on peer sharing by bank leaders • Networking with the most active acquirers and advisers in the region • Updates on all important M&A trends and regulatory developments • Strategies for managing independence • Special coverage for Sub S banks • The latest on capital funding and IPO options • The memory of a very worthwhile trip to New Orleans

PERSONALIZED MARKET VALUE REPORT A personalized market value report prepared by Sheshunoff & Co. will be prepared for each attendee. If you have any questions, please contact Amy Seiford at aseiford@smslp.com or 512-703-1595.

WHO SHOULD ATTEND With an emphasis on free-wheeling, peer-to-peer sharing of ideas and resources, the conference aims for compact, relevant programming specifically designed for strategic decision-makers — senior executives and directorswho are shaping the community banking markets of tomorrow by finding ways to succeed today.

Speakers and panelists are still being added — check our website for the latest updates.

MONDAY, NOVEMBER 5 Registration & Breakfast

Welcome & Conference Introduction Chet A. Fenimore, Conference Chair, Fenimore, Kay Harrison & Ford, LLP

The Current State of the Banking Industry Curtis Carpenter, Managing Director, Sheshunoff & Co. Investment Banking

The Changing Landscapes of Banks Devi Aurora, Senior Director, Ratings Analytical Manager-Banks, S&P Ratings

Networking Break

Common Themes of Top Performing Banks C.K. Lee, Managing Director, Piper Jaffray

FinTech Think Tank Jon Epperson, Principal, Crowe

The Impact of Code Section 280G on M&A Transactions Robert Flowers, Partner, Fenimore, Kay, Harrison & Ford, LLP

Luncheon & Keynote

Institutional Investor Roundtable Chris Hogg, Managing Director, Brean Capital, LLC (Moderator)

Making the Case for Going Public Brian Branson, Managing Director, Stephens Inc.

Networking Break

Compensation Trends for Retaining Key People Ken Derks, Equias Alliance, an NFP Company

Tax & Accounting Update Debbie Scanlon, Partner, BKD, LLP

M&A and the Critical Role of Vendor Management Michael Berman, CEO, Ncontracts

Reception – Guests Invited

CPE CREDIT Participants receive up to 16 CPE hours with the TX State Board of Public Accountancy. There are no educational prerequisites. An Application for Accreditation of CLE Activity has been submitted to the Texas State Bar (pending approval).

WHAT PAST ATTENDEES SAID “A fun social event, good networking and timely speakers with meaningful information to impart.”

“Great presentations by folks who really know what they are doing and are willing to share.”

“I gathered lots of very important information that I can use at my bank.”

THANK YOU TO OUR GENEROUS SPONSORS

STRATEGIC OPPO

KEY CARDS: Equias Alliance

FOLDERS: Piper Jaffray

WIFI: Chartwell Partners

SUNDAY RECEPTION: Bracewell LLP

MONDAY LUNCHEON: BKD, LLP

TUESDAY, NOVEMBER 6 Breakfast

Economic Forecast Brittany Kleinpaste, VP l Economic Policy & Research, American Bankers Association

Regulatory Roundtable Scott Daugherty, President & General Counsel, Compliance Alliance

Cryptocurrency: The Future of Banking? Kevin O’Hara, Fenimore, Kay, Harrison & Ford, LLP

M&A/Going Public: Current Trends in Recent Transactions Dan Bass, Managing Director, Performance Trust Capital Partners

BRING A FRIEND While you’re busy with the conference, your spouse/guest will have fun discovering all New Orleans has to offer. The hotel is ideally located in the heart of the historic French Quarter, shopping, award-winning restaurants and more. Your guest is invited to join us for all evening receptions.

HOTEL OMNI ROYAL ORLEANS 621 St. Louis Street New Orleans, LA 70130 (504) 529-5333 Rate: $229/night by October 15 bit.ly/OmniStratOps2018 The Omni Royal Orleans offers graceful elegance in the heart of the French Quarter. It has received the Four Diamond luxury award for the past 31 years. Iconic wrought-iron balconies and public spaces inspired by the liveliness of the culture of New Orleans capture the spirit and history of The Big Easy. Dining, shopping, entertainment and nightlife are right outside the door in New Orleans’ oldest neighborhood.

RTUNITIES AND M&A CONFERENCE

WHAT LAST YEAR’S ATTENDEES ENJOYED MOST ABOUT THE PROGRAM

• Fantastic location and cost effective

• Outstanding, thought-provoking banker panels

• Interaction during the sessions

• Bringing together banks from different states

• Wonderful networking opportunities

• A good diversity of banking topics

• Intimate group setting and niche focus

• Panelists were very knowledgeable and willing to share

• The mix of attendees (C-level, investment bankers, lawyers, CPAs) with new initia-tives, products, strategies

• Investment bankers presentations

• A fun social event, good networking and timely speakers with meaningful infor-mation to impart

7TH ANNUAL

STRATEGIC OPPORTUNITIES AND M&A

NOVEMBER 4-6, 2018 • OMNI ROYAL ORLEANS • NEW ORLEANS

REGISTER ONLINE OR COMPLETE A SEPARATE FORM FOR EACH REGISTRANT REGISTER BY FRIDAY, OCTOBER 22, 2018

Mail: Texas Bankers Association • P.O. Box 2569 • Austin, Texas 78768-2569 Email: education@texasbankers.com • Fax: 512-473-2560 • Phone: 512-472-8388

CF111_2018 SBA

REGISTRATION INFORMATION The fee includes instruction, materials, most meals and cocktail receptions. Confirmation will be emailed to you upon registration. For IRS Reporting purposes, the food cost portion of your registration is $375.

CANCELLATION POLICY Written notice is required for all cancellations or substitutions. Email requests to education@ texasbankers.com. Full registration fees will be refunded if written notice is received on or before October 22, 2018. There will be no refunds after this date. Substitutions are permitted without added cost or penalty.

Name Title

Firm/Bank

Street Address City, State, Zip

Mailing Address (If different from above) City, State, Zip

Work Phone Work Email

Please note any special accommodations below (i.e. ADA, food allergies, dietary requests, etc.):

❑ Mr. ❑ Ms.

❑ $775 Member Early-Bird(deadline: Sept. 28, 2018)

❑ $725 Additional Member Early-Bird(deadline: Sept. 28, 2018)*

❑ $850 Member(after Sept. 28, 2018)

❑ $800 Additional Member(after Sept. 28, 2018)*

❑ $1,700 Nonmembers

*Due to the special handling and processing involved for quantity discounts, theseregistrations must be received together.

PAYMENT IFORMATION

❑ CHECK ENCLOSED

Please make check payable to Texas Bankers Association and return it with your order to: Texas Bankers Association P.O. Box 2569 • Austin, TX 78768-2569

❑ INVOICE ME

❑ CREDIT CARD (TBA will call for information)

CO-SPONSORED BY