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

NABE, AUBER & You

Michael J. SkordelesChief Market Strategist

Senior Vice President

Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot 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

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Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot 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?

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Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot 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: Email

• Getting speakers is a personal endeavor

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Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot 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

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Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency

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It is amazing what you can accomplish if you do not care

who gets the credit.

Harry S. Truman

Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot 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 email

• Set reasonable meeting schedule • Monthly sound good but is VERY ambitious

• Make sure you address WITFM• Share new information • Networking opportunities

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