Kicking off Oct. 13, Community Banker University® is hosting a four-part Mergers & Acquisitions Webinar Workshop series presented by Gerrish Smith Tuck. This series replaces ICBA’s annual, live in-person M&A Workshop for 2020.
These engaging and informative discussions should not be missed by any community bank that wants to better understand the opportunities and challenges created by the current M&A environment.
Part 1 begins by addressing how community banks can plan and prepare for M&A transactions within the COVID-19 environment. This session addresses concerns from the vantage point of the potential buyer, seller, and organizations that simply want a better understanding of the M&A landscape so they can preserve independence.
On Oct. 15, Part 2 of the series will cover various practical M&A issues/acquisition secrets. Specifically discussed will be currency—cash or stock, structure, whole bank merger, purchase and assumption, how much to pay for a cash or stock transaction, change-in-control payments, regulatory issues, and other critical, practical questions that are often raised in the acquisition context by either buyers or sellers in today’s environment.
Part 3 in this installment, slated for Oct. 21, takes a look at the 10 material steps in a community bank M&A transaction and offers key considerations related to regulatory, accounting, and taxation issues associated with M&A transactions.
To close the series on Oct. 22, Part 4 will examine risk mitigation strategies to provide appropriate protection and risk allocation within the current environment, as well as real-life stories and tales from the road regarding community bank M&A transactions, and the lessons to be learned from others.
Bank Director Program subscribers can attend all four workshops for a discounted price of $495 and will also receive the recordings to share with your board!
