Financial Services Roundtable

2010 Nonprofit Conference

Cobb Galleria Centre

May 27, 2010

Our Panelists and Moderator…

• Ron Alston, First Vice President, Not-for-Profit and Government Banking, SunTrust Bank

• Carlester Crumpler, Vice President, Healthcare & Not-for-Profit Institutions, Bank of America Merrill Lynch

• Avery Tucker, Senior Vice President, Nonprofit & Philanthropic Services Group, Wachovia Trust/Wells Fargo Bank

• Bill McDermott, Moderator, Pragminis LLC

Current state of the Banking industry

What is the current state of the banking industry?

What is the overall financial health of banks in general?

Will there be further consolidation in the industry?

What are some of the strengths and weaknesses facing banks today?

What’s the current state of the Nonprofit Community from your perspective?

•Views on fund raising capabilities?

•Consolidation and collaboration among Nonprofits?

•Expense controls?

Let’s talk about FDIC limits and strategies…

• How big an issue is this for your clients?

• What advice would you want to give the audience about managing deposit concentrations at banks?

What are some of the strengths and weaknesses you’re seeing in your Nonprofit clients?

The current state of the economy

What’s your view on the current economic environment?

What are the key economic drivers that are affectingthe current lending environment?

Current Lending environment

What factors are you currently using in evaluating a credit relationship with a Nonprofit organization?

How have new loan decisions changed?

How has the loan process changed in lending to Nonprofit organizations?

How will changes in banking regulations affect this?

How have market conditions affected Nonprofit organizations in your view?

• Fundraising capabilities and activities

• Competition

• Consolidation

• Volunteer management

Questions from the audience??

Thank you to our audience and panelists!

We hope the discussion was beneficial to all