TH STRATEGIC OPPORTUNITIES AND M&A · Matt Paramore, VP/Investment Banking, Raymond James Chuck...
Transcript of TH STRATEGIC OPPORTUNITIES AND M&A · Matt Paramore, VP/Investment Banking, Raymond James Chuck...
7TH ANNUAL
STRATEGIC OPPORTUNITIES
AND M&AA REGIONAL CONFERENCE OF COMMUNITY BANK LEADERS
NOVEMBER 4-6, 2018 OMNI ROYAL ORLEANS, NEW ORLEANS
CO-SPONSORED BY
FEATURING EXTENSIVE CEO-TO-CEO PEER SHARING
LATEST M&A TRENDS & STOCK PRICING DATA
STRATEGIC LONG- AND SHORT-TERM GROWTH STRATEGIES
SHOWCASE OF IMPORTANT NEW PRODUCTS & SERVICES
CURRENT REGULATORY & ECONOMIC DEVELOPMENTS
NETWORKING WITH LEADING ADVISERS & ACQUIRERS
Updated Agenda – New Speaker & Topics Early-Bird deadline
September 28
SUNDAY, NOVEMBER 4 Registration & Light Lunch
Opening Remarks Chet A. Fenimore, Conference Chair, Fenimore, Kay, Harrison & Ford, LLP
Mindset Matters: Improving Profitability by Changing Mindset Chris Scaffidi, Director of Market Development, The Pacific Institute
Raising Capital in Today’s Environment Matt Paramore, VP/Investment Banking, Raymond James Chuck Stubbs, SVP/Investment Banking, Raymond James Ed Francis, Chairman/CEO, InBankshares Corp.
Networking Break
Integrating Credit Cultures & Other Social Issues Affected by Mergers David Ruffin, Director-Loan Advisory Group, Dixon Hughes Goodman, LLP
Drivers of Bank Valuation Dory Wiley, President & CEO, Commerce Street Capital, LLC
Reception – Guests Invited
SCHEDULE
WHAT THIS CONFERENCE OFFERS • Unique program format and content • Emphasis on peer sharing by bank leaders • Networking with the most active acquirers and advisers in the region • Updates on all important M&A trends and regulatory developments • Strategies for managing independence • Special coverage for Sub S banks • The latest on capital funding and IPO options • The memory of a very worthwhile trip to New Orleans
PERSONALIZED MARKET VALUE REPORT A personalized market value report prepared by Sheshunoff & Co. will be prepared for each attendee. If you have any questions, please contact Amy Seiford at [email protected] or 512-703-1595.
WHO SHOULD ATTEND With an emphasis on free-wheeling, peer-to-peer sharing of ideas and resources, the conference aims for compact, relevant programming specifically designed for strategic decision-makers — senior executives and directorswho are shaping the community banking markets of tomorrow by finding ways to succeed today.
Speakers and panelists are still being added — check our website for the latest updates.
MONDAY, NOVEMBER 5 Registration & Breakfast
Welcome & Conference Introduction Chet A. Fenimore, Conference Chair, Fenimore, Kay Harrison & Ford, LLP
The Current State of the Banking Industry Curtis Carpenter, Managing Director, Sheshunoff & Co. Investment Banking
The Changing Landscapes of Banks Devi Aurora, Senior Director, Ratings Analytical Manager-Banks, S&P Ratings
Networking Break
Common Themes of Top Performing Banks C.K. Lee, Managing Director, Piper Jaffray
FinTech Think Tank Jon Epperson, Principal, Crowe
The Impact of Code Section 280G on M&A Transactions Robert Flowers, Partner, Fenimore, Kay, Harrison & Ford, LLP
Luncheon & Keynote
Institutional Investor Roundtable Chris Hogg, Managing Director, Brean Capital, LLC (Moderator)
Making the Case for Going Public Brian Branson, Managing Director, Stephens Inc.
Networking Break
Compensation Trends for Retaining Key People Ken Derks, Equias Alliance, an NFP Company
Tax & Accounting Update Debbie Scanlon, Partner, BKD, LLP
M&A and the Critical Role of Vendor Management Michael Berman, CEO, Ncontracts
Reception – Guests Invited
CPE CREDIT Participants receive up to 16 CPE hours with the TX State Board of Public Accountancy. There are no educational prerequisites. An Application for Accreditation of CLE Activity has been submitted to the Texas State Bar (pending approval).
WHAT PAST ATTENDEES SAID “A fun social event, good networking and timely speakers with meaningful information to impart.”
“Great presentations by folks who really know what they are doing and are willing to share.”
“I gathered lots of very important information that I can use at my bank.”
THANK YOU TO OUR GENEROUS SPONSORS
STRATEGIC OPPO
KEY CARDS: Equias Alliance
FOLDERS: Piper Jaffray
WIFI: Chartwell Partners
SUNDAY RECEPTION: Bracewell LLP
MONDAY LUNCHEON: BKD, LLP
TUESDAY, NOVEMBER 6 Breakfast
Economic Forecast Brittany Kleinpaste, VP l Economic Policy & Research, American Bankers Association
Regulatory Roundtable Scott Daugherty, President & General Counsel, Compliance Alliance
Cryptocurrency: The Future of Banking? Kevin O’Hara, Fenimore, Kay, Harrison & Ford, LLP
M&A/Going Public: Current Trends in Recent Transactions Dan Bass, Managing Director, Performance Trust Capital Partners
BRING A FRIEND While you’re busy with the conference, your spouse/guest will have fun discovering all New Orleans has to offer. The hotel is ideally located in the heart of the historic French Quarter, shopping, award-winning restaurants and more. Your guest is invited to join us for all evening receptions.
HOTEL OMNI ROYAL ORLEANS 621 St. Louis Street New Orleans, LA 70130 (504) 529-5333 Rate: $229/night by October 15 bit.ly/OmniStratOps2018 The Omni Royal Orleans offers graceful elegance in the heart of the French Quarter. It has received the Four Diamond luxury award for the past 31 years. Iconic wrought-iron balconies and public spaces inspired by the liveliness of the culture of New Orleans capture the spirit and history of The Big Easy. Dining, shopping, entertainment and nightlife are right outside the door in New Orleans’ oldest neighborhood.
RTUNITIES AND M&A CONFERENCE
WHAT LAST YEAR’S ATTENDEES ENJOYED MOST ABOUT THE PROGRAM
• Fantastic location and cost effective
• Outstanding, thought-provoking banker panels
• Interaction during the sessions
• Bringing together banks from different states
• Wonderful networking opportunities
• A good diversity of banking topics
• Intimate group setting and niche focus
• Panelists were very knowledgeable and willing to share
• The mix of attendees (C-level, investment bankers, lawyers, CPAs) with new initia-tives, products, strategies
• Investment bankers presentations
• A fun social event, good networking and timely speakers with meaningful infor-mation to impart
7TH ANNUAL
STRATEGIC OPPORTUNITIES AND M&A
NOVEMBER 4-6, 2018 • OMNI ROYAL ORLEANS • NEW ORLEANS
REGISTER ONLINE OR COMPLETE A SEPARATE FORM FOR EACH REGISTRANT REGISTER BY FRIDAY, OCTOBER 22, 2018
Mail: Texas Bankers Association • P.O. Box 2569 • Austin, Texas 78768-2569 Email: [email protected] • Fax: 512-473-2560 • Phone: 512-472-8388
CF111_2018 SBA
REGISTRATION INFORMATION The fee includes instruction, materials, most meals and cocktail receptions. Confirmation will be emailed to you upon registration. For IRS Reporting purposes, the food cost portion of your registration is $375.
CANCELLATION POLICY Written notice is required for all cancellations or substitutions. Email requests to education@ texasbankers.com. Full registration fees will be refunded if written notice is received on or before October 22, 2018. There will be no refunds after this date. Substitutions are permitted without added cost or penalty.
Name Title
Firm/Bank
Street Address City, State, Zip
Mailing Address (If different from above) City, State, Zip
Work Phone Work Email
Please note any special accommodations below (i.e. ADA, food allergies, dietary requests, etc.):
❑ Mr. ❑ Ms.
❑ $775 Member Early-Bird(deadline: Sept. 28, 2018)
❑ $725 Additional Member Early-Bird(deadline: Sept. 28, 2018)*
❑ $850 Member(after Sept. 28, 2018)
❑ $800 Additional Member(after Sept. 28, 2018)*
❑ $1,700 Nonmembers
*Due to the special handling and processing involved for quantity discounts, theseregistrations must be received together.
PAYMENT IFORMATION
❑ CHECK ENCLOSED
Please make check payable to Texas Bankers Association and return it with your order to: Texas Bankers Association P.O. Box 2569 • Austin, TX 78768-2569
❑ INVOICE ME
❑ CREDIT CARD (TBA will call for information)
CO-SPONSORED BY