Seminar: Community Bank Buying and Selling

08/06/2014 - 08/07/2014

Colorado Springs, CO

2014 Community Bank Buy & SellThis 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.

  • The process for deciding whether to buy or sell
  • Practical advice on pricing bank transactions
  • Walk-through of actual pricing techniques and merger models
  • The steps to an acquisition process from beginning to end
  • Key mistakes to avoid as a buyer or a seller
  • Hands-on financial analysis of sample deals
  • How to ensure value for your stockholders

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
Nonmembers: $895
Bank Director Program Participants: $495

10 CPE Credits

Program Level: Intermediate

Hotel Information

  • To make your hotel reservation, contact The Broadmoor at (719) 577-5775. To secure the negotiated rate of $315.00 (not including mandatory resort fee of $16 per day and taxes) you must make your hotel reservation by 7/15/2014.

For more information, call 800-422-7285.