The Ritz Carlton Reynolds, Lake Oconee | Greensboro, GA
Friday, March 10, 2017
1:00 p.m. – 5:00 p.m. Registration
3:00 p.m. – 5:00 p.m. Afternoon Business Session
Blake G. Taylor
Southern First Bank
Young Bankers Division Chairman Blake Taylor of Southern First Bank invites you to join him and other emerging leaders in the banking industry for educational and motivational presentations, networking opportunities and fellowship. Established in 1955, the Young Bankers Division was created to unite young bankers across South Carolina in hopes that their association would be mutually beneficial to themselves, their profession and their communities. The Young Bankers Division provides leadership training and community outreach for bankers across the state with an emphasis on career development, networking with other professional groups and driving financial literacy outreach in the state. We have an outstanding slate of speakers who will provide educational and relevant content, in addition to time for networking. You will walk away with a wealth of knowledge and meaningful relationships with young professionals across the state.
“An Examination of the Post-Election Depository M&A Environment”
Kevin P. O’Keefe
Sandler O’Neill + Partners, L.P.
Kevin P. O’Keefe is a Principal of Sandler O’Neill + Partners, L.P. He provides investment banking advisory service to community banks, thrifts, specialty finance and financial technology companies in the areas of mergers and acquisitions, capital raising, capital management and funding strategies, defense and corporate strategies.
Mr. O’Keefe began his career in Sandler O’Neill’s Investment Banking Group in 1996 in the firm’s New York headquarters. In 2004, he moved to the newly established Atlanta office to strengthen Sandler O’Neill’s investment banking practice in the Southeast.
Mr. O’Keefe holds a BSBA from Georgetown University’s McDonough School of Business. He resides in Atlanta, Ga., with his wife and three daughters.
“The Current Economic Environment and Its Effect on Banking Trends”
Dr. Timothy W. “Tim” Koch
University of South Carolina
Timothy W. Koch is the president of the Graduate School of Banking at Colorado and a professor of Finance at the University of South Carolina. He received his B.A. in Mathematics from Wartburg College and Ph.D. in Economics from Purdue University. He taught at Baylor University from 1977-1979, Texas Tech University from 1979-1987 and has taught at USC since 1987. From 1987-2006, he held the South Carolina Bankers Association Chair of Banking. Tim has a long history of teaching at graduate banking schools, and at one point was on the faculty of each of the six general graduate schools of banking offered in the United States. Tim is the academic coordinator of the Graduate School of Bank Investments and Financial Management annually held at USC. His research and writing focuses on bank performance analysis, risk management, the pricing of fixed-income securities, equities and financial futures and public finance. He is co-author of Bank Management, a leading college textbook in its eighth edition, and the author of Community Banking: From Crisis to Prosperity, published in 2014. Tim served on the FDIC’s Advisory Committee on Community Banking from 2009-2010. In 2010, he was named a Director of TIB, a bankers’ bank headquartered in Dallas, Texas.
6:15 p.m. – 7:15 p.m. Welcome Reception
Dinner on Your Own
Saturday, March 11, 2017
8:00 a.m. – 9:00 a.m. Prayer Breakfast
Amos J. Disasa
(Prior Registration required)
9:15 a.m. – 12:00 p.m. Second Business Session
“Future Banking Technologies and FinTech Challenges”
After getting his start helping to build out some of the first Online Banking experiences, Mick jumped into a pursuit to build technology solutions across the US in a variety of verticals including Pharmaceutical, E-Commerce, Healthcare, and Software Services. After helping to rebuild a mobile services team for a start-up he came back to the Financial Vertical to dive deep into the mobile space including mobile banking, wallets, and offer/loyalty solutions.
“The Role of Financial Education”
Christopher E. “Chris” Roche
Chris Roche is vice president of financial education at EverFi, a leading education technology company that supports the consumer engagement strategies for banks across the country. In his role, Chris works directly with banks to determine how they can most effectively provide the personalized financial guidance their customers need, when they need it. Chris collaborates with financial institutions throughout the East Coast to incorporate financial education into their core strategic planning, community relations and marketing efforts. Prior to joining EverFi, Chris was the director of communications at the Startup America Partnership, a public/private initiative working in conjunction with the White House to support startup ecosystems across the country. Before that, he held a number of positions at marketing and public relations agencies, providing clients with strategic counsel on branding, media relations, crisis communications, community building and third party engagement. Chris graduated from Washington & Lee University.
“Legislative and Political Landscape Update”
Honorable J. Michael “Mick” Mulvaney
U.S. House of Representatives
Mick Mulvaney was elected in November 2010, as the new U.S. Congressman for South Carolina’s 5th District. A lifelong Carolinas resident, Mick attended Georgetown University where he graduated with honors in International Economics, Commerce, and Finance, and graduated as an Honor Scholar – the highest award given to students of the Georgetown School of Foreign Service. After college, Mick attended law school at the University of North Carolina at Chapel Hill on a full academic scholarship. He completed his formal education at Harvard Business School’s OPM program in 2006. Mick has broad business experience across many fields. After practicing law following graduating law school, Mick started his own law firm. Later, he ran the family real estate business then started a small homebuilding company. He was also a minority shareholder in a restaurant franchise company, and even owned and operated his own restaurant. Mick has used his educational, professional and business background to bring a focus on jobs, business and the economy to his work in Congress. He currently serves on the House Financial Services Committee as well as the House Oversight and Government Reform Committee. Mick and Pam were married in 1998, and are the proud parents of triplets.
Afternoon free for networking and vendor relations or other activities: golf (tee times made on your own), sporting clays outing (prior registration required), special event (prior registration required). The Ritz-Carlton Reynolds also has much to offer. The concierge will be more than happy to assist you with your planning.
7:00 p.m. Reception
7:30 p.m. Dinner and Casino Night
Prayer Breakfast Information
Amos J. Disasa was born in Ethiopia. Currently, he is the Co-Pastor at DOWNTOWN CHURCH, a new Presbyterian (USA) congregation in Columbia.
Before he began this most recent phase of his ministry, Amos was associate pastor at Eastminster Presbyterian Church.
Amos’s academic preparation includes earning a bachelor’s degree from Presbyterian College and a Master of Divinity from Wake Forest University.
Amos is committed to the well-being of the people of his home city and contributes through his work with several organizations. He founded: Foot Care Ministry, dedicated to easing the physical, spiritual and emotional pain of Columbia’s homeless by providing foot care; Light the Way, a coalition of churches serving homeless men and women; and he was a founding board member of Transitions, a program designed to help people move from homelessness to permanent housing.
Other boards on which he has served include Columbia Development Corp. and The River Alliance. Amos currently serves on the Louisville Seminary Board of Trustees and The Nickelodeon.
Among Amos Disasa’s honors are having been selected as a 2008 Participant of the Kittye Susan Trent Symposium, which assists newly ordained pastors who show promise for leading larger congregations.
Prior registration is required for this event. The fee is $40.
Special ‘Tasting Event’ Information
This year we are pleased to offer a Special Event for the attendees at the Young Bankers Annual Conference.
Wine and cheese are two of life’s great culinary pleasures, and finding the perfect match can be a delicious endeavor. As with any wine and food pairing, there are a number of considerations, such as texture, acidity, fat and tannin. We have broken the art of wine and cheese pairing down for your enjoyment.
Join one of the best sommeliers on property on the afternoon of March 11. Prior registration is required. The fee is $60.
Sporting Clay Outing Information
Old Hudson Plantation has been in the family of Neal Bush since 1779. After being passed down through his mother, Bush is the fifth generation to return home to his roots and take up residence on the grounds.
Amongst the quiet, historic surroundings, the Modern Shooting Club offers skeet, trap, 5-stand and a newly added 14-station sporting clays course.
Package includes the following: eye and ear protection, gun rental, ammunition, trappers and target presentation.
Please note that prior registration is required.
- $140 per person.
- Includes a 1 – 2 hour shooting session (dependent upon group size); and
- 3 rounds of shooters choice; with extra rounds costing $35.
Ritz-Carlton Offers Several Outstanding Golf Courses
Located on Lake Oconee, the Georgia golf resort features five world-class signature golf courses designed by the game’s best-known architects, including Rees Jones, Jack Nicklaus, Tom Fazio and Bob Cupp.
To enhance your golf experience this year we have decided to let you choose which of these outstanding courses you would like to play.
You can choose from the following courses:
- Plantation Course: $110+ per player. Approximately five minutes to course from resort by vehicle;
- Landing Course: $129+ per player. Approximately five minutes to course from resort by vehicle;
- National Course: $129+ per player. Approximately eight minutes to course from resort by vehicle;
- Oconee Course: $159+ per player. Onsite within walking distance from The Ritz-Carlton; and
- Great Waters Course: $159+ per player. Approximately eight minutes to course from resort by vehicle.
Information about all five courses can be found on The Ritz-Carlton’s website.
To reserve tee times, please contact The Ritz-Carlton at 706.467.0600.
You must have registered for the conference and have received a confirmation number from the resort in order to reserve a golf tee time.
Tee times will be available after 12:15 p.m. on Saturday, March 11.
Casino Night to Highlight Saturday Evening Entertainment
Casino Night will be the feature of the Young Bankers Conference Saturday evening. Each guest is presented with Casino vouchers exchangeable for $10,000 in chips at any table in the room. As the fun starts, cards shuffle, dice fly and the roulette wheel spins winning numbers. High rollers move between the tables playing blackjack, roulette, wheel of fortune, poker or the fastest-paced casino game known as “craps.” At the conclusion of the event, it’s unlimited betting and a no holds barred race to accrue chips. Everyone in attendance whether they played or not is given at least one raffle ticket to ensure an exciting evening for all those in attendance. After the last hand is played, chips will be redeemed for prizes.
The DJ will keep the action going with good music and raffles during the evening. Don’t miss out on the fun. Attendees are encouraged to dress to the theme.