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NABE, AUBER & You Michael J. Skordeles Chief Market Strategist Senior Vice President.

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Presentation on theme: "NABE, AUBER & You Michael J. Skordeles Chief Market Strategist Senior Vice President."— Presentation transcript:

1 NABE, AUBER & You Michael J. Skordeles Chief Market Strategist Senior Vice President

2 Morgan Keegan & Company, Inc. | Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency Topics Don’t reinvent the wheel Get personal Don’t do it yourself: Spread the wealth… Odds & Ends 2

3 Morgan Keegan & Company, Inc. | Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency Don’t reinvent the wheel Use existing resources Membership lists by zip code NABE website NABE Speakers bureau & Board members Find others who want what you want Ask a lot of questions NABE Chapter President’s Conference Calls Other members – what do they want? 3

4 Morgan Keegan & Company, Inc. | Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency Get personal Best: Make the “ask” in person Harder to say no face-to-face Better: Phone call Least: Getting speakers is a personal endeavor 4

5 Morgan Keegan & Company, Inc. | Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency Don’t do it yourself: Spread the wealth… You CAN built it yourself, but it won’t last if there are not other people “on board” Put them on the Board or give them a title Don’t be afraid to use undergraduates 5

6 Morgan Keegan & Company, Inc. | Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency 6 It is amazing what you can accomplish if you do not care who gets the credit. Harry S. Truman

7 Morgan Keegan & Company, Inc. | Member FINRA, SIPC Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency Odds & Ends Keep it fresh – topics, speakers Don’t do “business” at the meeting Schedule a separate meeting or do it via Set reasonable meeting schedule Monthly sound good but is VERY ambitious Make sure you address WITFM Share new information Networking opportunities 7


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