Complete and return the registra on form, along with the tui on fee to: South Carolina Bankers School
PO Box 1483, Columbia, S.C., 29202‐1483 Phone: 803.779.0850; Fax: 803.779.0890
Email: carolynlaffi [email protected]; Website: www.scbankers.org
General Information, continued
2016 Proposed Curriculum
First‐Year
Analyzing Bank Financial Performance: Richard N. “Dick” Burch, South AtlanƟc Bank
Bank Marke ng and Sales: Trish Springfield, Southern First Bank
Business Applica ons: Rusty Copsey, Wells Fargo
Consumer Credit/Home Mtg.: Jim Smith, Sandhills Bank
Leadership: Greg Blake, PepWorks, Intl.
Money and Banking: Ron Best, PhD, University of West Georgia
Team Building: Greg Blake, PepWorks, Intl.
Elec ves: Commercial Loan Workout: David Moore, Capital Bank
Cyber Security
Home‐Study Problems: Bank Marketing and Sales; Consumer Credit; Money and Banking
Second‐Year
Asset/Liability Management: Harry M. Davis, PhD, Appalachian State University
Banking Law: Lindsey Livingston, South State Bank; Nici Comer, South State Bank
Commercial Lending: Alan Whitecross, Thurmond Clower and Associates, LLC
Compliance Regulations that Impact Every Bank: Lesley Lampert, Heritage Community Bank
Lending (Non‐Lenders): Mary Jo Rogers, South AtlanƟc Bank
Money Market and Bank Investments: Michael P. “Mike” Ayotte, Morganton Federal Savings Bank
Personnel: Bill Duda, Ogletree Deakins Law Firm
Sales Culture Process: Trish Springfield, Southern First Bank
Electives: Analyzing Real Estate Appraisals: Charles F. “Chuck” Crider, MAI, Crider, Bouye, EllioƩ & Goodwin, LLC
Capital Planning/Strategic Thinking: Jan Hollar
Home‐Study Problems: Asset/Liability Management; Commercial Lending for Non‐Lenders; Commercial Lending;
Money Market & Bank Investments
Third‐Year
BankExec Program (23 Hours): Ernest W. Swift, PhD; R. Ron Best, PhD, University of West Georgia; C. Alston Brooks, Jr.,
BB&T; James R. “Jimmy” Clarkson, Horry County State Bank
Current Issues: Harry M. Davis, PhD, Appalachian State University
Funding Alternatives: Curt London, South State Bank
IRR & Liquidity in Turbulent Times
Oral Presentation Skills: Sally McKay, McKay ConsulƟng Trust: H.E. “Tripp” TuƩle, Park Sterling Bank
Pre‐Class Assignment: BankExec Exercises
CLASS LOCATION: Classes for the South Carolina Bankers School are held in the Learning Center conveniently located near Centennial Hall. All classrooms are air‐ condi oned. Specific room assignments will be announced in the June mailing to the students.
DRESS: Casual a re is in order for all classes and meals except for gradua on exercises on Thursday evening, when business a re is required. You might want to bring a sweater for the air‐condi oned classrooms.
Note: Only telephone messages rela ng to personal emergencies will be delivered during the class periods.
FINAL EXAMINATIONS: A comprehensive examina on will be given to all first and second‐year students following the final classes of the school session. They will be graded and reported to the student. Students who fail their exams will be put on proba on un l the comple on of the three required home‐study problems. Each of these four grades will count equally toward the final grade. A ‘C’ average must be maintained to be eligible for the following year. A er comple on of the required home‐study problems, the student’s cumula ve average for the respec ve year(s) will be sent to their CEO.
Information & Application 2016
Hosted by
The South Carolina
Bankers Associa on
Held at Lander University
Greenwood, South Carolina
What is South Carolina Bankers School?
A three
‐
year progressive course of study;
Provides general educa on experiences in many phases of
banking for junior to mid
‐
management level o
ffi
cers; and
Challenges students to learn more about their
responsibili es while preparing for future advancement.
Laying Plans for
the Future
‘
Make no li
Ʃ
le plans; they have no magic to s
Ɵ
r men’s blood and probably
themselves will not be realized.’
S o u t h C a r o l i n a B a n k e r s S c h o o l
L a n d e r U n i v e r s i t y , G r e e n w o o d , S . C .
The South Carolina Bankers School (SCBS) provides a convenient and cost‐effec ve educa onal experience that will provide benefits for the dura on of one’s banking career. This excellent intermediate‐level educa on is one of the premier state banking programs in the country.
SCBS is held at Lander University, located in Greenwood. The campus is conveniently designed as students are housed in nearby dormitories and dine in the university’s modern facili es. Though rigorous, the South Carolina Bankers School provides an informal atmosphere which allows students to respond in an enthusias c manner to the classroom instruc on. Because the schedule and work are demanding, the School provides me for building rela onships through
socializa on, with evening events that include an orienta on address, a welcome barbecue, an opening‐ night recep on and a gradua on dinner and ceremony.
Third
‐
Year BankExec Program
Each year, third‐year students have the opportunity to par cipate in a bank simula on program called BankExec. This course consists of 23 hours of instruc on by Dr. Ernest W. Swi .
In addi on to actual course instruc on, the BankExec students are required to spend many hours outside of class preparing their BankExec assignments. The first and second‐year curriculums are designed to prepare students for BankExec, which is the culmina on of the learning experience at SCBS. Working in teams of four or five students, the groups represent banks in direct compe on with one another, making “real world” management decisions about “the bank’s” investment por olio, loan policy, capital structure, asset/liability management, tax strategy and other components.
The teams make decisions based not only on their own communi es, but the en re na onal economy. Bankers learn to respond to changing situa ons that closely parallel the real world of banking, and in doing so, experience the challenge of managing a bank with the help of one‐on‐one instruc on from the South Carolina Bankers School faculty.
Included is a session on oral presenta on skills, providing students with key skills to help them prepare for the team compe on at the end of the week. These skills also give students a compe ve edge when they return to their banking ins tu ons.
South Carolina Bankers School graduates say that BankExec is an effec ve and enjoyable learning tool, which brings many facets of their educa on together through a “hands‐on” approach.
In order to maintain a high quality program, the
following dedicated Course Coordinators supervise
four key areas of the curriculum and report to the
South Carolina Bankers School Board of Directors on
the design of the curriculum, course instructors, and
new developments in course content.
General Banking & Support Leadership and Sales
Francis “Frank” A. Townsend, III Development
Southern Bank & Trust, Gray L. Henderson
A Division of Georgia Palme o State Bank
Bank and Trust, Aiken Hampton
Economics and Finance Lending and Investments
James R. “Jimmy” Clarkson R. Sco Plyler
Horry County State Bank South Atlan c Bank
Loris Myrtle Beach
General Information
The South Carolina Bankers School (SCBS) is sponsored by the S.C. Bankers Associa on in coopera on with Lander University. The 2016 Session will begin Sunday, July 10, and con nue through Friday, July 15. The School ac vi es will fully occupy the student’s schedule and no other ac vi es should be planned during this me.
MISSION STATEMENT: The S.C. Bankers School provides general educa onal experiences in many phases of banking. Students are expected to be junior‐ and mid‐ management‐level officers or administrators. Throughout the three‐year program, students are challenged to learn more about their responsibili es while preparing for future advancement. Students acquire a be er knowledge of the total scope of their organiza ons and the role of the financial services industry in the economy.
The School consists of a three‐year progressive course of instruc on with a one‐week resident session for each of the three consecu ve years. Home‐study problems are required between the first two years. Successful comple on of the home‐study problems is a prerequisite for advancement to the next year.
THE SCBS BOARD OF DIRECTORS regularly reviews, revises and strengthens the curriculum of the School to con nue to assist the personnel of S.C. banks in mee ng the changing demands of the banking industry.
ADMISSION REQUIREMENTS: Applicants must meet the following requirements:
Be an officer, director or an employee of a commercial bank or other approved financial ins tu on;
Have a college degree and two years’ banking experience, or a high school diploma and five years’ banking experience;
Have successfully completed AIB courses in Principles of Banking, Money & Banking and Accoun ng, or equivalent coursework or demonstrated knowledge of these disciplines; and
Be recommended by the bank's CEO or execu ve management.
In addi on, applicants who are accepted are required to par cipate in all three resident sessions of the School, to a end all classes and evening sessions and to complete the home‐study problems.
APPLICATION FOR ADMISSION/REGISTRATION/ CANCELLATION: All students must submit the
Applica on/Registra on form along with payment by May 2. In the event an applicant is not accepted, fees will be refunded. In the event of a cancella on, the tui on fee will be refunded if the SCBS office is no fied prior to June 1. A er June 1, one‐half of the tui on fee will be refunded. No refunds will be made a er July 1 and in the event of a withdrawal a er the School Session has begun.
FEES: Tui on, room and board fees are as follows: Member banks: $1,300; Non‐members: $1,650.
MATRICULATION: Students will report to Lander University on Sunday a ernoon. Third‐year students will register between 11 a.m. and noon; second‐year students will register between 1 p.m. and 2 p.m.; and first‐year students will register between 2 p.m. and 3 p.m. to receive room assignments, keys and school materials.
ORIENTATION AND RECEPTION: Orienta on for seniors will be Sunday, beginning at 1 p.m. Orienta on/class for
first‐year students will follow from 4 p.m. un l 5:15 p.m. Second‐year students will begin Sunday a ernoon with the Personnel class at 3 p.m. Welcome recep on and dinner begins at 5:15 p.m. A er dinner, third‐year students will return at 6 p.m. un l 8:30 p.m. for BankExec prep me.
HOUSING: Students will be housed in Centennial Hall. Bed linens, towels and soap will be furnished, but students may wish to bring their own. Students desiring them should bring a desk lamp, television (rooms have basic cable) and/or alarm clock. Please do not bring any valuables. SCBS is not responsible for lost or stolen items.
MEALS: All meals will be provided except for Tuesday and Wednesday nights, when students are free to make their own arrangements. Breakfast and lunch will be available in the Grier Student Center Dining Hall Monday through Friday. The School will host special evening func ons Sunday, Monday and Thursday for your enjoyment. Since its incep on in 1961, the South Carolina
Bankers School has graduated nearly 2,800 students.
Background
Course Coordinators
SCBS Prerequisites
Applicants must have completed a semester in Accoun ng,
Money & Banking and Principles of Banking or equivalent
S o u t h C a r o l i n a B a n k e r s S c h o o l
L a n d e r U n i v e r s i t y , G r e e n w o o d , S . C .
The South Carolina Bankers School (SCBS) provides a convenient and cost‐effec ve educa onal experience that will provide benefits for the dura on of one’s banking career. This excellent intermediate‐level educa on is one of the premier state banking programs in the country.
SCBS is held at Lander University, located in Greenwood. The campus is conveniently designed as students are housed in nearby dormitories and dine in the university’s modern facili es. Though rigorous, the South Carolina Bankers School provides an informal atmosphere which allows students to respond in an enthusias c manner to the classroom instruc on. Because the schedule and work are demanding, the School provides me for building rela onships through
socializa on, with evening events that include an orienta on address, a welcome barbecue, an opening‐ night recep on and a gradua on dinner and ceremony.
Third
‐
Year BankExec Program
Each year, third‐year students have the opportunity to par cipate in a bank simula on program called BankExec. This course consists of 23 hours of instruc on by Dr. Ernest W. Swi .
In addi on to actual course instruc on, the BankExec students are required to spend many hours outside of class preparing their BankExec assignments. The first and second‐year curriculums are designed to prepare students for BankExec, which is the culmina on of the learning experience at SCBS. Working in teams of four or five students, the groups represent banks in direct compe on with one another, making “real world” management decisions about “the bank’s” investment por olio, loan policy, capital structure, asset/liability management, tax strategy and other components.
The teams make decisions based not only on their own communi es, but the en re na onal economy. Bankers learn to respond to changing situa ons that closely parallel the real world of banking, and in doing so, experience the challenge of managing a bank with the help of one‐on‐one instruc on from the South Carolina Bankers School faculty.
Included is a session on oral presenta on skills, providing students with key skills to help them prepare for the team compe on at the end of the week. These skills also give students a compe ve edge when they return to their banking ins tu ons.
South Carolina Bankers School graduates say that BankExec is an effec ve and enjoyable learning tool, which brings many facets of their educa on together through a “hands‐on” approach.
In order to maintain a high quality program, the
following dedicated Course Coordinators supervise
four key areas of the curriculum and report to the
South Carolina Bankers School Board of Directors on
the design of the curriculum, course instructors, and
new developments in course content.
General Banking & Support Leadership and Sales
Francis “Frank” A. Townsend, III Development
Southern Bank & Trust, Gray L. Henderson
A Division of Georgia Palme o State Bank
Bank and Trust, Aiken Hampton
Economics and Finance Lending and Investments
James R. “Jimmy” Clarkson R. Sco Plyler
Horry County State Bank South Atlan c Bank
Loris Myrtle Beach
General Information
The South Carolina Bankers School (SCBS) is sponsored by the S.C. Bankers Associa on in coopera on with Lander University. The 2016 Session will begin Sunday, July 10, and con nue through Friday, July 15. The School ac vi es will fully occupy the student’s schedule and no other ac vi es should be planned during this me.
MISSION STATEMENT: The S.C. Bankers School provides general educa onal experiences in many phases of banking. Students are expected to be junior‐ and mid‐ management‐level officers or administrators. Throughout the three‐year program, students are challenged to learn more about their responsibili es while preparing for future advancement. Students acquire a be er knowledge of the total scope of their organiza ons and the role of the financial services industry in the economy.
The School consists of a three‐year progressive course of instruc on with a one‐week resident session for each of the three consecu ve years. Home‐study problems are required between the first two years. Successful comple on of the home‐study problems is a prerequisite for advancement to the next year.
THE SCBS BOARD OF DIRECTORS regularly reviews, revises and strengthens the curriculum of the School to con nue to assist the personnel of S.C. banks in mee ng the changing demands of the banking industry.
ADMISSION REQUIREMENTS: Applicants must meet the following requirements:
Be an officer, director or an employee of a commercial bank or other approved financial ins tu on;
Have a college degree and two years’ banking experience, or a high school diploma and five years’ banking experience;
Have successfully completed AIB courses in Principles of Banking, Money & Banking and Accoun ng, or equivalent coursework or demonstrated knowledge of these disciplines; and
Be recommended by the bank's CEO or execu ve management.
In addi on, applicants who are accepted are required to par cipate in all three resident sessions of the School, to a end all classes and evening sessions and to complete the home‐study problems.
APPLICATION FOR ADMISSION/REGISTRATION/ CANCELLATION: All students must submit the
Applica on/Registra on form along with payment by May 2. In the event an applicant is not accepted, fees will be refunded. In the event of a cancella on, the tui on fee will be refunded if the SCBS office is no fied prior to June 1. A er June 1, one‐half of the tui on fee will be refunded. No refunds will be made a er July 1 and in the event of a withdrawal a er the School Session has begun.
FEES: Tui on, room and board fees are as follows: Member banks: $1,300; Non‐members: $1,650.
MATRICULATION: Students will report to Lander University on Sunday a ernoon. Third‐year students will register between 11 a.m. and noon; second‐year students will register between 1 p.m. and 2 p.m.; and first‐year students will register between 2 p.m. and 3 p.m. to receive room assignments, keys and school materials.
ORIENTATION AND RECEPTION: Orienta on for seniors will be Sunday, beginning at 1 p.m. Orienta on/class for
first‐year students will follow from 4 p.m. un l 5:15 p.m. Second‐year students will begin Sunday a ernoon with the Personnel class at 3 p.m. Welcome recep on and dinner begins at 5:15 p.m. A er dinner, third‐year students will return at 6 p.m. un l 8:30 p.m. for BankExec prep me.
HOUSING: Students will be housed in Centennial Hall. Bed linens, towels and soap will be furnished, but students may wish to bring their own. Students desiring them should bring a desk lamp, television (rooms have basic cable) and/or alarm clock. Please do not bring any valuables. SCBS is not responsible for lost or stolen items.
MEALS: All meals will be provided except for Tuesday and Wednesday nights, when students are free to make their own arrangements. Breakfast and lunch will be available in the Grier Student Center Dining Hall Monday through Friday. The School will host special evening func ons Sunday, Monday and Thursday for your enjoyment. Since its incep on in 1961, the South Carolina
Bankers School has graduated nearly 2,800 students.
Background
Course Coordinators
SCBS Prerequisites
Applicants must have completed a semester in Accoun ng,
Money & Banking and Principles of Banking or equivalent
Complete and return the registra on form, along with the tui on fee to: South Carolina Bankers School
PO Box 1483, Columbia, S.C., 29202‐1483 Phone: 803.779.0850; Fax: 803.779.0890
Email: carolynlaffi [email protected]; Website: www.scbankers.org
General Information, continued
2016 Proposed Curriculum
First‐Year
Analyzing Bank Financial Performance: Richard N. “Dick” Burch, South AtlanƟc Bank
Bank Marke ng and Sales: Trish Springfield, Southern First Bank
Business Applica ons: Rusty Copsey, Wells Fargo
Consumer Credit/Home Mtg.: Jim Smith, Sandhills Bank
Leadership: Greg Blake, PepWorks, Intl.
Money and Banking: Ron Best, PhD, University of West Georgia
Team Building: Greg Blake, PepWorks, Intl.
Elec ves: Commercial Loan Workout: David Moore, Capital Bank
Cyber Security
Home‐Study Problems: Bank Marketing and Sales; Consumer Credit; Money and Banking
Second‐Year
Asset/Liability Management: Harry M. Davis, PhD, Appalachian State University
Banking Law: Lindsey Livingston, South State Bank; Nici Comer, South State Bank
Commercial Lending: Alan Whitecross, Thurmond Clower and Associates, LLC
Compliance Regulations that Impact Every Bank: Lesley Lampert, Heritage Community Bank
Lending (Non‐Lenders): Mary Jo Rogers, South AtlanƟc Bank
Money Market and Bank Investments: Michael P. “Mike” Ayotte, Morganton Federal Savings Bank
Personnel: Bill Duda, Ogletree Deakins Law Firm
Sales Culture Process: Trish Springfield, Southern First Bank
Electives: Analyzing Real Estate Appraisals: Charles F. “Chuck” Crider, MAI, Crider, Bouye, EllioƩ & Goodwin, LLC
Capital Planning/Strategic Thinking: Jan Hollar
Home‐Study Problems: Asset/Liability Management; Commercial Lending for Non‐Lenders; Commercial Lending;
Money Market & Bank Investments
Third‐Year
BankExec Program (23 Hours): Ernest W. Swift, PhD; R. Ron Best, PhD, University of West Georgia; C. Alston Brooks, Jr.,
BB&T; James R. “Jimmy” Clarkson, Horry County State Bank
Current Issues: Harry M. Davis, PhD, Appalachian State University
Funding Alternatives: Curt London, South State Bank
IRR & Liquidity in Turbulent Times
Oral Presentation Skills: Sally McKay, McKay ConsulƟng Trust: H.E. “Tripp” TuƩle, Park Sterling Bank
Pre‐Class Assignment: BankExec Exercises
CLASS LOCATION: Classes for the South Carolina Bankers School are held in the Learning Center conveniently located near Centennial Hall. All classrooms are air‐ condi oned. Specific room assignments will be announced in the June mailing to the students.
DRESS: Casual a re is in order for all classes and meals except for gradua on exercises on Thursday evening, when business a re is required. You might want to bring a sweater for the air‐condi oned classrooms.
Note: Only telephone messages rela ng to personal emergencies will be delivered during the class periods.
FINAL EXAMINATIONS: A comprehensive examina on will be given to all first and second‐year students following the final classes of the school session. They will be graded and reported to the student. Students who fail their exams will be put on proba on un l the comple on of the three required home‐study problems. Each of these four grades will count equally toward the final grade. A ‘C’ average must be maintained to be eligible for the following year. A er comple on of the required home‐study problems, the student’s cumula ve average for the respec ve year(s) will be sent to their CEO.
Information & Application 2016
Hosted by
The South Carolina
Bankers Associa on
Held at Lander University
Greenwood, South Carolina
What is South Carolina Bankers School?
A three
‐
year progressive course of study;
Provides general educa on experiences in many phases of
banking for junior to mid
‐
management level o
ffi
cers; and
Challenges students to learn more about their
responsibili es while preparing for future advancement.
Laying Plans for
the Future
‘
Make no li
Ʃ
le plans; they have no magic to s
Ɵ
r men’s blood and probably
themselves will not be realized.’
Payment must accompany application.
Checks made payable to: SC Bankers School | P.O. Box 1483 | Columbia, SC 29202
VISA Master Card American Express Discover
Credit Card Number: Exp. Date: V‐Code (3‐4 digit code):
Billing Zip Code: Signature:
ApplicaƟon must be filled out completely by
DEADLINE:
MAY 1, 2016
SOUTH CAROLINA BANKERS SCHOOL APPLICATION/REGISTRATION FORM
JULY 10‐15, 2016
PLEASE TYPE OR PRINT … OR REGISTER ONLINE AT www.scbankers.org
RETURN TO S.C. Bankers School, PO Box 1483, Columbia, S.C., 29202
Full Name: Badge Nickname:
Bank: Bank’s Mailing Address: City, State, Zip
Business Phone: Cell: Email:
Years in Banking: Your Age: Gender: Female Male
Check class year a ending in 2016: First Year Second Year Third Year
Please indicate if you are: Commercial Lender (Primarily) Consumer Lender (Primarily) Non‐Lender
Fee Schedule: Member Fee ($1,300) Non‐Member Fee ($1,650)
If possible, I would like to room with: Year: Roommate’s Bank & City:
In applying for this school, I agree to live in assigned quarters, to a end all scheduled classes and work periods during the session, to prepare all
assigned work, and otherwise to abide by the established standards of the School. I understand that the unexcused absence from any one school
func on will result in my dismissal from the School. I further agree to the regular repor ng of my graded performance to my employer’s Chief
Execu ve Officer or other supervisory officer. (applicant’s ini als)
Please list any food allergies:
First‐Year Students Only: Approval Signature of your bank’s Senior Management Officer is required:
BANK DATA
Size of Bank (Assets) Major Type of Bank Experience Total Years in ParƟcular Field
Under $50 million (Check Most Appropriate One) (Check One)
$50 million to $100 million General Administra on Up to 2 Years
$101 million to $200 million Branch Management 3 to 5 Years
$201 million to $750 million Loan/Credit Administra on 6 to 10 Years
$751 million to $1 billion Account Officer More than 10 Years
$1 billion to $5 billion Public Rela ons/Marke ng
More than $5 billion Opera ons/Systems Work
Other Personnel
Investment
Other
EDUCATIONAL BACKGROUND
(Check Highest Level Achieved)
High School
Some College
Associate Degree
Bachelors Degree in Business Administra on or Economics
Bachelors Degree in another Major
Masters Degree in Business Administra on or Economics
Masters Degree Doctorate Degree Law Degree Other: X Name: Title: School Name: Year Graduated:
