Community Bank Mergers & Acquisitions Seminar

Mergers Webinars

Community Bank Mergers & Acquisitions Seminar

Apr 24 - Apr 25, 2023 | LIVE EVENT

This two-day, in-person workshop will include significant participant interaction with a “hands-on” approach. Be prepared to explore all aspects of the current community bank M&A environment from both a buyer’s and seller’s perspective. Review real-life case studies and work through financial models, as well as a sample acquisition transaction.

The community bank mergers and acquisitions landscape has never looked like it does today.

Community banks that are considering engaging in a merger or acquisition transaction — as either a buyer, seller, or in a merger of equals — should fully understand the current environment and the various strategic issues that must be considered.

Even if you intend to remain independent, understanding the M&A market will help prepare your organization for the future.

Learning objectives:

  • Strategic considerations for buying and selling
  • Valuation and contract negotiation
  • Common mistakes of buyers and sellers
  • Maximizing value as a buyer or seller
  • Financial analysis and operational integration
  • Practical considerations such as management changes, social integration, disgruntled stockholders, regulatory approval, etc.
  • Considerations for remaining independent

Register
Register
Date
Information (All times are Central Time)

Monday, April 24

Registration

8:00 a.m. – 8:30 a.m.

Introductions and opening remarks

8:30 a.m. – 12:00 p.m.

  • Overview of current M&A environment
  • Need to enhance shareholder value through M&A
  • Strategic planning for M&A

Lunch

12:00 p.m. – 1:00 p.m.

Lessons

1:00 p.m. – 3:00 p.m.

Detailed review of steps to M&A transaction

Financial analysis through merger model review

  • Earnings per share accretion analysis
  • Return on investment analysis
  • Comparable transaction analysis

Acquisition Accounting and taxation concerns

Private Consultations by Appointment

3:00 p.m. – 5:00 p.m.

Tuesday, April 25

Lessons

8:30 a.m. – 11:30 a.m.

  • Unique issues for today’s environment
  • Due diligence, contractual and related concerns
  • Common mistakes of buyers and sellers

Private Consultations by appointment

11:30 a.m. – 12:30 p.m.

Pricing

Early Bird Price (Ends March 24, 2023): $495

ICBA Members: $595

Non-Members: $695

Bank Director Program Member: $495

Bank Director Program Non-Member: $595

Printable Registration Form

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
  • A substitute registration will be accepted.
  • No refunds will be issued once the bank has received event materials or after the event start date.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

For more information, call 800-422-7285.

The Westin Edina Galleria

3201 Galleria

Edina, MN, 55435

ICBA Room rate: $239 until April 3, 2023. Make your reservation by calling 1-888-627-8245

ICBA Booking Link

Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.

Who should attend: Community Bank Directors, C-Suite, Inside Counsel

Prerequisites: Basic knowledge of human resource responsibilities.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Business Management & Organization

Delivery Method: Group Live

CPE Credit Hours: 10.0

Greyson Tuck

Greyson Tuck

President

Gerrish Smith Tuck, PC Attorneys and Consultants

Philip Smith

Chairman & CEO

Gerrish Smith Tuck, PC Attorneys and Consultants

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies in the during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.