1. 2003 Planning/Budget Presentation January 14, 2003 Thomas H. Payne "Bridging Academia and Practice in Financial Services"

2. 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)

3. Service to Bankers Barret School of Banking – Taught 3 rd 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

4. 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

5. 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

6. 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: $0 Internationally Renowned Keynote Speaker Dr. David Kohl

7. International Connections 2002 Albanian Bankers – Internship Program – Student/Community Forum Finance Concentration in International Studies International Study Partnerships – Quebec, Russia, Western Europe

8. 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

9. 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)

10. 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

11. 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