• Strategic Planning Retreats & Financial Modeling

ASKING THE RIGHT STRATEGIC QUESTIONS
Community Bankers of West Virginia
2017 Annual Convention and LBDG Meeting
Stonewall Resort
Roanoke, West Virginia
June 23-25, 2017
Philip K. Smith, Speaker

BANK DIRECTORS SERIES: RAISING CAPITAL AS AN INDEPENDENT COMMUNITY BANK
Webinar
Financial Education & Development
July 6, 2017
Jeffrey C. Gerrish, Speaker

BOARD EVALUATIONS AND ASSESSMENTS: A NECESSARY EVIL
Webinar
Western Independent Bankers
July 6, 2017
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE & THE CURRENT REGULATORY ENVIRONMENT
Graduate School of Banking at Colorado Banking School
July 17 - 19, 2017
Greyson E. Tuck, Instructor

EXPENSE PRACTICES FOR THE MODERN BANK REGULATORY WORLD
Webinar
Independent Community Bankers of America
July 18, 2017
Cliston V. "Doc" Bodine, III, Speaker

FINANCIAL EVALUATIONS OF MERGERS & ACQUISITIONS
Western Independent Bankers M&A Forum
Napa, California
July 25, 2017
Greyson E. Tuck, Speaker

WHAT IS MY BANK WORTH?
Webinar
Western Independent Community Bankers
August 1, 2017
Philip K. Smith, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED
Webinar
Graduate School of Banking of Wisconsin
August 10, 2017
Greyson E. Tuck, Speaker

SUCESSION PLANNING: PREPARING TOMORROW'S BANK MANAGEMENT TODAY
Webinar
Western Independent Bankers
August 16, 2017
Greyson E. Tuck, Speaker

FINANCIAL ANALYSIS OF COMMUNITY BANK ACQUISITIONS
Webinar
Graduate School of Banking at Wisconsin
August 17, 2017
Greyson E. Tuck, Speaker

COMMUNITY BANK MERGERS AND ACQUISITIONS SIMPLIFIED
Webinar
Independent Community Banker of America
August 22, 2017
Greyson E. Tuck, Speaker

SEVEN KEYS TO EFFECTIVE STRATEGIC PLANNING
Webinar
Western Independent Bankers
August 23, 2017
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Pacific Coast Banking School
Bellevue, Washinton
August 28 - September 1, 2017
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

STRATEGICALLY PLANNING TO ENHANCE SHAREHOLDER VALUE
Webinar
Independent Community Bankers of America
September 26, 2017
Greyson E. Tuck, Speaker

BANK DIRECTORS SERIES: RULES & TRENDS IN EXECUTIVE COMPENSATION
Webinar
Financial Education & Development
September 27, 2017
Jeffrey C. Gerrish, Speaker

SECRETS OF BUYING AND SELLING A COMMUNITY BANK
Online Seminar
Graduate School of Banking - Wisconsin
September 27, 2017
Philip K. Smith, Speaker

THE EVOLVING ROLE OF DIRECTORS IN COMPLIANCE
Webinar
Independent Community Bankers of America
October 12, 2017
Cliston V. "Doc" Bodine, III, Speaker

STRATEGIES FOR FAMILY BANKS
Online Seminar
Graduate School of Banking - Wisconsin
October 19, 2017
Philip K. Smith, Speaker

ICBA CHAIRMAN'S FORUM
Hilton Head Island, South Carolina
November 6-7, 2017
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

Gerrish Smith Tuck Consultants and Attorneys is a national leader in assisting community banks, thrifts, credit unions, and their respective holding companies in a variety of transactions including mergers and acquisitions, going private transactions, stock and mutual holding company formations, credit union to bank conversions, and Subchapter S reorganizations as well as capital raising through common stock private placements and the issuance of trust preferred securities. On the consulting side, many of the firm’s directors facilitate strategic planning retreats for Boards of Directors and executive officers as well as prepare financial models to assist Boards and executive management with strategic decision making.

The firm’s attorneys and consultants are experienced in assisting investor groups and community bank clients in organizing new banks, offering bank regulatory guidance and examination preparation, and assisting troubled or problem banks in negotiating, contesting, and complying with regulatory enforcement actions. In addition, the firm offers advice and guidance to community bank clients regarding executive compensation and employee benefit plans.