Community Bank Mergers & Acquisitions Simplified

Webinar OR Recorded Webinar + Free Digital Download

Monday, June 10, 2019

12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

In the last ten years, the number of bank charters in the US has decreased by nearly 3,000. Despite this drastic reduction, the industry continues to experience ongoing consolidation. The number of unsolicited offers and overall pricing have increased over the past few years and there will likely be continued focus on merger activity as community banks try to position themselves in the market. Whether remaining independent, acquiring or merging with another bank, or acquiring a branch, the board must actively plan for its role. Attend this webinar to learn about the necessary planning for remaining independent or merging. It will provide an overview of key substantive considerations in the transaction process and highlight the necessary due diligence of each party. Merger and acquisition regulatory, accounting, and taxation issues will also be covered.

HIGHLIGHTS

• Current merger and acquisition environment
• The role of mergers and acquisitions
• How to decide whether to buy another institution or branch
• Understanding the entire acquisition process, including due diligence
• Proper treatment of an unsolicited offer
• Evaluating the regulatory, accounting, and other implications of the transaction

• TAKE-AWAY TOOLKIT
  • Sample bank due-diligence checklist
  • Ten steps in an acquisition transaction
  • Employee training log
  • NEW – Interactive quiz

WHO SHOULD ATTEND?

This informative session is designed for community bank directors and senior management.

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

       ABOUT THE PRESENTER – Jeffrey C. Gerrish, Gerrish Smith Tuck, PC

Jeffrey Gerrish is Chairman of the Board of Gerrish Smith Tuck Consultants, LLC and a member of the Memphis-based law firm of Gerrish Smith Tuck, PC, Attorneys. The two firms have assisted over 2,000 financial institutions in all 50 states. Jeff’s consulting and legal practice places special emphasis on strategic planning; community bank mergers and acquisitions; dealing with the regulators, particularly as related to enforcement actions; bank holding company formations; acquisition and ownership planning for directors; stock repurchase plans; regulatory and compliance issues, including fair lending, unfair and deceptive and abusive practices; capital raising; securities law; ESOPs; and other matters of importance to community financial institutions.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1. LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE