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In Person

Enhancing Organizational Value Conference

  • Sep 10–Sep 11, 2026
  • |
  • Conference
  • |
  • CPE Credits: 14.00
Read More

Date: Information  Livestream events are Central Time / In-person events are location's local time.
Thursday, Sep 10

07:15 AM – 08:30 AM

Registration & Breakfast

08:30 AM – 12:00 PM

Current and Anticipated Community Banking Environment  

  • Organizational relevance within current and anticipated environment  

  • Duties and strategies to ensure relevance and enhance stakeholder value 

  • Strategic planning considerations

12:00 PM – 01:00 PM

Lunch

01:00 PM – 04:00 PM

Corporate Value Creation  

  • Traditional and non-traditional earnings strategies  

  • Capital considerations  

  • Shareholder value creation  

04:00 PM – 05:00 PM

Private Consultations – Schedule on-site

Friday, Sep 11

08:30 AM – 12:00 PM

Community Bank M&A Strategies  

  • Mapping out an M&A strategy  

  • Acquisition process overview  

  • Best practices for buying, selling and addressing unsolicited offers 

  • Practical considerations for the current and anticipated environment  

12:00 PM – 01:00 PM

Lunch 

01:00 PM – 04:00 PM

Strategies for Ongoing Independence  

  • Shareholder, director, management and employee succession  

  • Equity and equity-like compensation strategies  

  • Corporate governance and related value considerations 

  • The community bank of the future  

04:00 PM – 05:00 PM

Private Consultations – Schedule on-site

Audience Price

ICBA Member

$ 795.00

Non-Member

$ 895.00

To Be Announced

Who should attend:

Commercial Lending, Credit Administration, Bank Director/Board Member, Chief Finance: i.e. CFO, Controller, Chief Management: i.e. CEO, COO, President, Chairman/Chairperson

Prerequisites:

None

Advanced Preparation:

None

Program Level:

Intermediate

Field of Study:

Business Management and Organization

Delivery Method:

Group Live

Continuing Professional
Education (CPE) Credit Hours:

14.00 hrs

Philip Smith

Philip SmithOpens in a new tab

Chairman & CEO

Gerrish Smith Tuck

PC Attorneys and Consultants

Greyson Tuck

Greyson TuckOpens in a new tab

President

Gerrish Smith Tuck

PC Attorneys and Consultants

Attendance and Cancellation Policy


Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for the in-person event you must meet the following requirements:

  • Sign in daily. The sign-in sheet will be located on the registration table outside of the conference room.

  • Attend the session in its entirety.

  • Participate in all group activities and projects.

  • In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.


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.


Recording Disclaimer

Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.


Consent to User of Photos & Video Content

Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions, and audio files/recordings of and at such events and activities.


NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.NASBARegistry.org.