Page 5 - 2017 Fall Visit

Issue Background

The legislative process is chaotic; to influence it we must be very organized.
TRIP OBJECTIVES

• Educate bankers on bank legislation and regulation
• Engage bankers in discussions with legislators and regulators
• Lobby for desired bills

INVOLVEMENT OVERALL – ON THE TRIP
• At the 9/12 planning session, participating bankers will be asked to volunteer for
various topics based on their expertise – all bankers are asked to fill at least one
slot
• There are more topics than we have time to discuss so we need to stick to
priorities, which we need to set on 9/12 – suggestions are below

• At the Congressional meetings, all bankers should:
➢ Introduce yourself (mention bank, assets, employees, geographic footprint,
years in business, lending focus)
➢ Make your key point and support it with data and/or anecdotes of customer
impact
➢ Offer yourself as a resource
➢ After the trip, follow up with a quick thank you note reiterating key points and
offering help
• We will have a group leader for each discussion and designated topic leaders,
but all bankers should engage in the discussion as they desire
• The below grid is a starting point for determining topics and leaders – on 9/12 we
will edit it and determine assignments

SUGGESTED DISCUSSIONS – VOLUNTEERS NEEDED
WE WILL NOT MEET WITH ALL MEMBERS OF CONGRESS FOR COLORADO

Comment/Question – stress
Meeting Topic Designated banker
customer impact
Wednesday October 4
ABA All Ask questions All
8:45 – 10:15a.m.

FDIC Briefing Reg relief Advice to us? Don Childears
11 a.m. – 12:00
p.m. Tax reform Urge Congress David Kelly
3rd party lending What trying to do? Complex Zsolt Bessko

Rep. DeGette Thank for past Don Childears

Western States Trip | Fall 2017 | Participants’ Guide Page 5.