Governance, Director Liability and Strategic Planning: What You Really Need to Know!
2018 ICBA Annual Directors Conference
Westin Savannah Harbor Golf Resort & Spa
Savannah, Georgia
October 14 – 16, 2018

The Board’s Role in the Ever-Changing M&A Market
2018 ICBA Annual Directors Conference
Westin Savannah Harbor Golf Resort & Spa
Savannah, Georgia
October 14 – 16, 2018

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

Acquisition Process Overview

What’s Next – Back to Basics and Back to the Future – Independent Community Bankers of South Dakota CEO-Directors Conference

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

Back to Basics-Fiduciary Obligations and Core Duties of Directors -and- Back to the Future-What’s Next for Directors-Regulatory Issues-MandA-Survival

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

Maximizing Shareholder Value

Five Strategies to Improve the Value of Your Bank Now!

The Community Bank Survival Guide: You Must Change! – IBCEF Annual Convention

Building Shareholder Value

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 with PowerPoints – Barret School 2014 Annual Bank Director and Senior Management Conference

Five Common Mistakes of Remaining Independent and Five Common Mistakes of Buyers and Sellers in the Acquisition Market Handout

Handout Material – CBA of GA Chairman’s Summit 05-2014

IBA Mega Conference Handout

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

Jeff Gerrish’s Board Director Peer Exchange discussion at the 2014 ABA National Conference for Community Bankers

Strategic Planning for Community Banks

Community Bank Survival Guide Handout

Doubling Down Handout

New Truths 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)

Board Governance

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

The Community Bank Survival Guide: How to Survive and Thrive – Presented at CBAI’s 39th Annual Convention & Exposition

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?

The Role of the Bank Director and Community Bank Survival Guide: How to Survive and Thrive in a Changing Environment