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