Director Duties: Creating Value for the Organization and The Community Bank M&A Difference
Community Bankers of Michigan
Annual Convention and Directors’ College
Traverse City, Michigan
September 12 – 14, 2018
Enhancing Shareholder Value: With or Without Sale
Pacific Coast Banking School
2018 Session
Bellevue, Washington
August 19 – August 31, 2018
Director Duties: Creating Value for Your Organization and Secrets of Buying, Selling and Remaining Independent
Community Bankers Association of Georgia
2018 Bank Directors’ Conference
Lake Oconee, Greensboro, Georgia
August 20 – 21, 2018
Enhancing Shareholder Value: With or Without Sale
Graduate School of Banking at the University of Wisconsin
2018 Session
Madison, Wisconsin
July 3 – August 1, 2018
Culture and Strategy: Asking the Right Questions
CenterState Bank
Bank Management Conference
Amelia Island, Florida
July 19 – 22, 2018
Mastering Merger & Acquisitions for Today’s Community Bank
Community Bank Mergers & Acquisitions
Independent Community Bankers of America
St. Paul, Minnesota
June 11 – 12, 2018
Enhancing Shareholder Value: With or Without Sale
Southwestern Graduate School of Banking
2018 Session
Dallas, TX
June 4 – 6, 2018
Paul W. Barret, Jr. School of Banking 2018 Director and Executive Management Forum
2018 Director and Executive Management Forum
Paul W. Barret, Jr. School of Banking
Memphis, TN
May 24, 2018
A Practical Guide for a Merger of Mutual Equals
Maximizing Mutuality Conference 2018
Pennsylvania Association of Community Bankers
State College, PA
May 18, 2018
Lies We Tell Ourselves
Independent Community Bankers of America
2018 ICBA Community Banking LIVE! National Convention
Venetian Palazzo
Las Vegas, Nevada
March 13 – 17, 2018
Reducing Costs and Promoting Growth through ESOPs
American Bankers Association
2018 National Conference for Community Bankers
Hilton Hawaiian Village Beach Resort
Honolulu, Hawaii
February 27, 2018
Ten Strategies for Remaining Independent in a Consolidating Environment
Iowa Bankers Association
2018 Bank Management Conference
February 7-8, 2018
Asking the Right M&A Questions
Western Independent Bankers
2017 Directors’ Conference
November 16 – 17, 2017
Hilton Union Square
San Francisco, California
Looking Beyond the Past: A New Direction for Community Banks
2017 Director/Executive Management Conference
Independent Community Bankers of South Dakota
Sioux Falls, South Dakota
November 9, 2017
The Community Bank Chairman’s Forum
The Community Bank Chairman’s Forum
Sonesta Resort
Hilton Head Island, South Carolina
November 6 – 7, 2017
Director Duties: Creating Value for the Organization
Ohio Department of Commerce
Director Workshop
Reynoldsburg, Ohio
October 26, 2017
How to Improve the Value of Your Bank
Tennessee Bankers Association
Independent Bankers Division Convention
Nashville, TN
October 19 – 20, 2017
Acquisition Accounting Under FASB 141
Enterprise Risk Management 101
Enhancing Shareholder Value – With or Without Sale – Pacific Coast Banking School
Gradudate School of Banking (Madison, WI) 2015 Session
Enhancing Shareholder Value: With or Without Sale
Board Governance
Enhancing Shareholder Value With or Without Sale
Common Mistakes in the New M&A; Market
Community Bank Survival Guide – Strategies for a Changing Environment
The Community Bank Chairman’s Forum
The Community Bank’s Guide to Mergers and Acquisitions
The Future of Community Banking – Iowa Bankers Annual Bank Management Conference
2015 ICBA Community Banking Live National Convention
Creating Value for Shareholders – Internal and External Approaches
Preparing Today for Leadership Tomorrow
From a Sow’s Ear to a Silk Purse – The Future of Community Banking
Seven Secrets of the New M&A; Market
Buy, Sell or Remain Independent: Three Strategies for Each
Buy, Sell or Remain Independent: Strategies for Achieving Your Bank’s Goals
Director and Executive Compensation PowerPoints
Five Strategies to Improve the Value of Your Bank Now!
The Community Bank Survival Guide: You Must Change! – IBCEF Annual Convention
Enhancing Shareholder Value-With or Without Sale – Pacific Coast Banking School
Buy, Sell or Remain Independent: Key Strategies for Each Scenario – Alabama Bankers Association
Board Governance – GSB-Wisconsin
Enhancing Shareholder Value With or Without Sale – GSB-Wisconsin
Enhancing Shareholder Value With or Without Sale – Southwestern Graduate School of Banking
Handout Material – CBA of GA Chairman’s Summit 05-2014
ICBA Community Banking Live 2014
Buy, Sell or Remain Independent: Three Key Strategies for Each Scenario
The Community Bank’s Success Guide.pdf
The Community Bank’s Success Guide – PowerPoints
Strategic Planning for Community Banks
Community Bank Survival Guide Handout
Strategic Planning – Don’t Make Me Do It Handout
Community Bank Buying and Selling Presentation
The Chairman’s Forum Presentation Materials
The Changing M&A; Landscape and What to Do if You Want to Buy, Sell or Remain Independent
Directors / Management Forum: New Truths about Directors, Shareholders and Regulators
New Truths about Directors, Shareholders and Regulators (including Compliance)
Enhancing Shareholder Value: With or Without Sale
Enhancing Shareholder Value: With or Without Sale – Pacific Coast Banking School
The Community Bank Survival Guide: How to Survive and Thrive
Community Bank Survival Guide: Strategies for Family Owned Banks
Director’s Role: Strategic Planning Success Factors
Chairman’s Forum – Western Region
Strategic Planning: Don’t Make Me Do It!
Is Your Strategic Planning a Waste of Time?
