08/06/2014 - 08/07/2014
Colorado Springs, CO
This workshop will present a dynamic overview of the new merger and acquisition environment and illustrate how to position your bank and holding company as either a buyer or seller in today's market. The interactive session is appropriate for any community bank that is considering becoming a buyer or a seller or for those would just like to understand more about the process. The workshop will include planning for acquisitions and information that all boards must consider in the merger and acquisition context, as well as a detailed discussion of each of the steps of an acquisition transaction from beginning to end. Attendees will participate in a hands-on review of merger pricing techniques and models, in additional to discussions of actual acquisition agreements. This session will also explore relevant due diligence issues, including all accounting, tax and securities issues that must be taken into consideration. This session will also provide the opportunity for one-on-one private consultations to discuss your bank and holding company's unique needs and concerns with the instructors.
Start Time: 8:30 am Day One
End Time:11:30 am Day Two
Instructors: Jeffrey Gerrish and Philip Smith
ICBA Members: (prior to July 6) $695 / (after July 6) $795
Bank Director Program Participants: $495
10 CPE Credits
Program Level: Intermediate
For more information, call 800-422-7285.