Enhancing Organizational Value Conference

Bank Director Square

Enhancing Organizational Value Conference

May 9 - May 10, 2024 | In-Person Seminar

This new conference focuses on strategies for community banks to create value. It covers topics like stock liquidity, capital raising and deployment alternatives, succession planning, employee attraction and retention, mergers and acquisitions, equity and equity-like compensation and similar strategic initiatives.

The two-day event aims to provide insights and interactive discussions on opportunities and strategies to create community bank stakeholder value.

Learning Objectives:

  • Highlight the current community banking environment and its impact on strategic considerations.
  • Identify the central tenets of an effective strategic planning process and how an institution's adopted strategic plan informs bank decision making and operations.
  • Understand opportunities and strategies to improve bank profitability and reduce reliance on net interest margin.
  • Explore community bank capital raising alternatives and related capital deployment strategies.
  • Recognize available strategies to achieve stock liquidity objectives.
  • Understand the process for effective succession planning and strategies to attract and retain talent.
  • Introduce key concepts of other strategic initiatives to promote ongoing independence and enhance stakeholder value.

Register
Register
Date
Information (Central Time unless otherwise noted)
Thursday, May 9

8:30 a.m. - 12:00 p.m.

Ensuring Organizational Relevance within the Current and Future Environment

  • Current community banking environment

  • Duties and strategies to ensure relevance and enhance stakeholder value

  • Strategic planning within the current environment

12:00 p.m. – 1:00 p.m.

Lunch

1:00 p.m. – 4:00 p.m.

Organizational Value Strategies

  • Maximizing net income through traditional and nontraditional operations

  • Capital raise and deployment strategies

  • Common stock liquidity

4:00 p.m. – 5:00 p.m.

Private consultations

Friday, May 10

8:30 a.m. - 12:00 p.m.

Navigating Today’s M&A Environment

  • Strategic planning

  • Acquisition process overview

  • Best practices for unsolicited offers

  • Boots on the ground issues for community banks

12:00 p.m. – 1:00 p.m.

Lunch

1:00 p.m. – 4:00 p.m.

Preserving Organizational Independence

  • Succession planning

  • Equity and equity-like compensation strategies

  • Corporate governance and related value considerations

4:00 p.m. – 5:00 p.m.

Private consultations

Pricing

ICBA Member Early Bird Price (Ends April 19, 2024): $695

ICBA Members: $795

Non-Members: $895

Bank Director Program Members: $495

Bank Director Program Non-Members: $595

Printable Registration Form

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
  • A substitute registration will be accepted.
  • No refunds will be issued once the bank has received event materials or after the event start date.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

This event is not recorded. For more information, call 800-422-7285.

Embassy Suites Riverwalk

125 E Houston St,

San Antonio, TX 78205

ICBA's room block expires April 15, 2024. Please book your room in advance of this date to ensure accommodations. If calling to make your reservations dial 1-800-362-2779 and reference the special rate code: 91R.

ICBA Booking Link

Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.

Who should attend: Community Bank Directors, C-Suite, Inside Counsel

Prerequisites: No previous experience or training required

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Business Management & Organization

Delivery Method: Group Live

CPE Credit Hours: 16.5

Philip Smith

Philip Smith

Chairman & CEO

Gerrish Smith Tuck, PC Attorneys and Consultants

Greyson Tuck

Greyson Tuck

President

Gerrish Smith Tuck, PC Attorneys and Consultants

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.