Gerrish McCreary Smith

Gerrish McCreary Smith 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.

THE DIRECTOR'S KNOWLEDGE TEST: THE TRUE ROLE OF BOARD MEMBERS
Webinar
Western Independent Bankers
May 29, 2013
Philip K. Smith, Instructor

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Southwestern Graduate School of Banking,
Southern Methodist University
Dallas, Texas
June 3 - 5, 2013
Philip K. Smith, Instructor

CAPITALIZING ON YOUR COMMUNITY BANK ADVANTAGE
Independent Community Bankers of America
Audio Conference
June 20, 2013
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE
Graduate School of Banking at Colorado, University of Colorado
Boulder, Colorado
July 22, 24, 2013
Jeffrey C. Gerrish, Instructor
Greyson E. Tuck, Instructor

THE DIRECTOR'S KNOWLEDGE TEST: BUILDING A BETTER BANK AND BOARD
Webinar
Western Independent Bankers
July 23, 2013
Cliston V. "Doc" Bodine, Speaker

MERGER & ACQUISITIONS WORKSHOP
Independent Community Bankers of America
Mackinac Island, Michigan
July 31 - August 1, 2013
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

COMMUNITY BANK CHAIRMAN'S FORUM
Independent Community Bankers of America
Mackinac Island, Michigan
August 2 - 3, 2013
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

MERGERS AND ACQUISITIONS ARE BACK
Financial Education and Development, Inc. Webcast
August 6, 2013
Jeffrey C. Gerrish, Speaker

ENHANCING SHAREHOLDER VALUE
Graduate School of Banking at Madison
Madison, Wisconsin
August 12 - 14, 2013
Jeffrey C. Gerrish, Instructor

INDEPENDENT COMMUNITY BANKS OF NORTH DAKOTA
2013 Annual Convention
Bismarck, North Dakota
August 12-14, 2013
Jeffrey C. Gerrish, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Pacific Coast Banking School
Bellevue, Washington
August 26 - 30, 2013
Philip K. Smith, Instructor

STRATEGIC PLANNING TIPS FOR A NEW ENVIRONMENT
On-line Seminar
Graduate School of Banking - Wisconsin
September 4, 2013
Philip K. Smith, Speaker

THE DIRECTOR'S KNOWLEDGE TEST: THE BIG DECISION - BUY, SELL OR HOLD?
Webinar
Western Independent Bankers
September 10, 2013
Philip K. Smith, Speaker

COMMUNITY BANK MERGERS & ACQUISITIONS SIMPLIFIED
Graduate School of Banking in Wisconsin -
Webinar
September 12, 2013
Greyson E. Tuck, Speaker

IS MY STRATEGIC PLANNING TOTAL "B.S" ("BORING STUFF")
Independent Community Bankers of America
Audio conference
September 19, 2013
Greyson E. Tuck, Speaker

FINANCIAL EVALUATION OF MERGERS & ACQUISITIONS
Western Independent Bankers
CFO Conference
September 24, 2013
Greyson E. Tuck, Speaker

EMERGING LEADERS CONFERENCE
Independent Community Bankers of America
September 29 - October 2, 2013
Greyson E. Tuck, Speaker

DOCUMENTING YOUR STRATEGIC PLAN
Financial Education and Development, Inc. Webcast
October 8, 2013
Jeffrey C. Gerrish, Speaker

COMMUNITY BANK CHAIRMAN'S FORUM
Independent Community Bankers of America - Western Region
Las Vegas, Nevada
November 6 - 7, 2013
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

BUYING AND SELLING SEMINAR
Independent Community Bankers of America - Western Region
Beverly Hills, California
November 13 -14, 2013
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

DOCUMENTING YOUR STRATEGIC PLAN
Financial Education and Development, Inc. Webcast
November 14, 2013
Jeffrey C. Gerrish, Speaker

OUT WITH THE OLD, IN WITH THE NEW
Independent Community Bankers of America
Audio Conference
December 12, 2013
Greyson E. Tuck, Speaker

ANNOUNCEMENTS:

Philip Smith worked with ICBA to prepare a three part DVD series addressing Tips for Strategic Planning, The New Merger and Acquisition Market and Compliance for Bank Directors. This DVD series addresses timely topics within the strategic planning, merger and acquisition and compliance functions that will benefit your directors and officers, and is available for purchase online (Purchase Form).

You may also wish to subscribe to The Chairman’s Forum Newsletter, a monthly electronic newsletter published by Jeff Gerrish and Philip Smith. Please contact us for subscription information.