2003 Planning/Budget Presentation

January 14, 2003

Thomas H. Payne

"Bridging Academia and Practice in Financial Services"

Student Success! From Freshmen to Seniors ….to Graduates 2002

Freshman Experience Banking/Finance Courses

– Bank Analysis– Site Visits and Discussions with Bank

Executives– Blackboard

6 Finance/Banking Student Internships

Financial Executives Scholarship Winners

– Chris Choate (2000)– Courtney Graves (2001)– Sara Weatherford (2002)

Service to Bankers

Barret School of Banking– Taught 3rd Year Capstone Bank

Simulation Course (61 Bankers, 1 week)

– Outstanding Feedback/UTM Exposure Speeches/Consulting/AIB Courses

– Provide “No-Cost” Training Sessions and Consulting Services for Banks

– Expand Course Offerings including Statewide Distance Learning Course to Multiple Sites

Financial Services Center Dunagan Chair Advisory Board

Campus Interaction Highlights

Chair, SACS Financial Resources Committee– Administrative/Committee Team Effort– No Recommendations or Suggestions from Sections Covered by FRC– Served on SACS Follow-up Committee

Chair, UT Martin Honors Council– Worked with Dr. Zachry and the Council to Continue Expansion of

Honors Core Curriculum

Served on 10 UT Martin Committees/Task Groups in 2002 with a Focus on:

– Faculty/Staff Recruiting– International Partnerships– Accreditation and Curriculum Improvement

Student Successes! UT Martin Chapter of Phi Chi Theta 2002

UTM Phi Chi Theta Business Students Gain National Recognition

UT Martin Chapter – Most Outstanding in the Nation!

Awarded National Advisor of the Year

Alumni Achievement Award Received by Dr. Kay Durden

Melanie Clinton – Helen D. Snow Scholarship Winner

Initiated Leadership Award in Honor of Dr. Kay Durden

Annual MidSouth Agricultural Lending Conference; Jackson, Tennessee

83 Bankers and Other Agricultural Professionals in Attendance

Participants from 7 States and the District of Columbia Represented 50 Institutions

Program Rated A "Success" by Participants - Speakers and Overall Program Were Rated Over "4" on a 5 Point Scale

Expand Event to Involve Approximately 30 UT Martin Business/Agriculture Students in 2003

Approximate 2003 Net Cost: $0Internationally Renowned Keynote Speaker Dr. David Kohl

International Connections 2002

Albanian Bankers– Internship Program– Student/Community Forum

Finance Concentration in International Studies

International Study Partnerships – Quebec, Russia, Western Europe

2-Week Russian Bank Executive Internship Program

Key Partners– Financial Services Volunteer

Corporation – Bank of Sharon/First State Bank– Tennessee Bankers Association

Benefits– Campus/Community Forum– UT Martin Student Interaction– Local Bank Involvement– Regional/National Publicity for UT

Martin

Summary of 2003 Strategic Initiatives

Banker Training Programs, Conferences and Seminars Financial Services Center

– Reference Materials and Database Support ($1,500)– Student Scholarships/Stipends ($1,000)

Finance Major Student Development

– Banking and Finance Internships – Banking Career Development Program– Lead Academy– Student Participation in TBA Credit Conference ($500)– Phi Chi Theta Professional Business Organization - Chicago Trip and

Regional Meeting ($500)

Summary of 2003 Strategic Initiatives (continued)

Regional Economic Development– Key Element: Student/Faculty/Staff Involvement– Incentives Program– Focused Recruitment and Marketing Effort– Co-Sponsor Regional Business Development Forum ($500)– High School Financial Education Program ($500)

Honors Curriculum Development Honors Course Development/Instruction On-line Finance Course Development

Summary of 2003 Strategic Initiatives (continued)

Undergraduate/Graduate/Professional Teaching International Initiatives

– Russian Banker Program ($1,000)– Implementation of International Studies Finance Concentration– Title VI International Business Education Grant – University of Quebec International Finance Programs and Development

of Russian Program

Continue Application and Teaching-Oriented Research Banking/Academic Conference Participation ($3,000) Coordination of AACSB Accreditation Effort Primary Resource Need: Facilities