Bank Holding Company Association

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Bank Owners' Seminar: Fundamentals of Success

April 17, 2018 - Kansas City, MO

   Stinson Leonard Street Office | 1201 Walnut St., Suite 2900 (29th Fl.)


The Bank Holding Company Association is hosting a Bank Owners’ seminar April 17 in Kansas City, Mo., for people who own a community bank, or manage a bank or its holding company. This Bank Owners' Seminar is called “Fundamentals of Success.” Industry seminars typically offer education for running an effective bank, but BHCA seminars are focused on ownership issues and the association is pleased to bring its unique brand of education to the middle of the country for the first time.

The BHCA, which has been around since 1981, has teamed up with the Stinson Leonard Street law firm to offer an information-packed seminar addressing topics essential to smart ownership. As the number of bank charters across the country declines, each remaining charter becomes more valuable. It has never been more important to protect the value of your franchise with information and counsel from some of the industry’s leading experts.

Attorneys Bob Monroe and Adam Maier will open the seminar with an updated look at C corporation rules and S corporation rules. Which option is best for your organization? How about the holding company structure itself? Is it outdated? People in some organizations have recently made that assertion. When it comes to incorporation issues and legal structure, the answers aren’t always obvious but Monroe and Maier will go through the details and help you see clearly to the right answers for your situation.

Cybersecurity is an issue that no owner or board member can ignore. Technology is essential to any banking franchise. But the accompanying risks are substantial. Do you, your shareholders, directors and senior management understand what’s at stake? Karen Garrett of Stinson Leonard Street will take a deep dive into the key issues and give you the tools to intelligently manage technology risks at your bank or holding company.

Tax reform, signed into law in December, is changing the landscape for the foreseeable future. You probably know that the corporate tax rate was cut to 21 percent, but do you understand the ramifications of the law with respect to the deduction for interest paid by businesses, or for deducting entertainment expenses? What’s happening with the Section 199A deduction for S corp shareholders? All that and more will be covered by Brian Mall of BKD CPAs and Advisors.

How does the current rate environment, economic conditions and market factors affect your organization’s approach to asset/liability management? Aaron Stoffer of Country Club Bank will summarize the key points and provide a roadmap for navigating a successful route according to your bank’s investment goals.

Our “Fundamentals of Success” seminar will encourage you to think “what’s next?” for your organization. Tim Breitbach and Rhea Hemish of Eide Bailly will offer a list of considerations for anyone making an ownership succession plan. Will the bank stay in the family? Do you plan to sell to another bank? Perhaps go public? Have you thought about creating an ESOP? There are numerous options and this team from Eide Bailly will spur thinking regardless of your future plans.

Or, if you plan to stay independent, who will manage your bank in the coming years? Retaining and attracting top talent is difficult in this highly competitive environment. This seminar will include a panel that will describe some of the more effective strategies. David Shoemaker and Ken Dirks of Equias Alliance, and John Boma of New York Life, will host a discussion including Chris Floyd, CEO of First National Bank of Syracuse, Kan. They will share examples of strategies that have actually worked.

Our seminar includes a luncheon presentation by KC Mathews, executive vice president and chief information officer at UMB Bank. Mathews is a sought-after economist who will highlight the key economic and political factors of the current environment, offering insight into possible developments over the next year to 18 months.

“Fundamentals of Success” is being conducted at the beautiful Truman conference room on the 29th floor of the Stinson Leonard Street offices in downtown Kansas City, Mo. Arrive around 8:30 for a prompt 9 a.m. start. Coffee, refreshments and lunch are all included in this one-day event. We will conclude the educational presentations by 5 p.m. and take time for a reception from 5 to 6:30 p.m.

The Bank Holding Company Association is making this fantastic seminar available for a low registration price of $129 per person. This is an unbelievably low rate for access to such highly specialized industry counsel. The BHCA encourages you to register today. Simply fill out the registration form and return with your check, or register online today by clicking here

Questions? Contact us at 800-813-4754. Make plans to attend now. There is no other industry seminar that delivers more ownership and management information in one day. Plan to bring colleagues and peers. We look forward to seeing you on April 17!

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 This seminar is being held at the beautiful law office of Stinson Leonard Street, a BHCA   Associate Member in downtown Kansas City. 

 1201 Walnut St Suite 2900, Kansas City, MO 64106 

If you need overnight accommodations, please contact us today or see this listing


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