Bank Holding Company Association

Day 1: Monday, Oct. 7

7:45 a.m. | Check-in, Coffee/pastries available 

8:15 a.m. | The State of the Community Bank M&A Landscape

Curtis Carpenter and John Adams, Sheshunoff & Co. Investment Banking

The pace of M&A transactions among community banks remains strong; what does this mean for potential buyers or sellers? Carpenter and Adams will analyze the current trends. They will also explain how to get the most out of the free valuation reports Sheshunoff will provide to all seminar registrant organizations.

9:10 a.m. | Organic vs. Inorganic Growth – Risks & Rewards of Both 

Kirk Hovde, Hovde Group LLC

Kirk Hovde, Managing Principal & Head of Investment Banking of Hovde Group, will take the group through the risks and rewards of both organic and inorganic growth in the current environment. With continued consolidation in the banking space, especially in the Midwest, there are significant opportunities for growth, whether it be through an acquisition of another institution, lift-out of a team or customer/employee dislocation. 

10:05 a.m. | Networking Break

10:30 a.m. | Creating a Currency Every Bank Desires

Lee Burrows, Banks Street Partners, a Performance Trust Company

Lee Burrows, Vice Chairman–Investment Banking at Banks Street Partners will take the group through the evolution and growth of several very acquisitive banks. Through each bank’s disciplined and empathetic approach to M&A, the acquirers built outstanding banks, with superior performance metrics translating into currencies (publicly traded stocks) that traded at a market premium.

11:25 a.m.  |  To Buy or Not to Buy: Assessing Growth Options

Kevin O’Keefe, Sandler O’Neill + Partners, and Peter Chapman, Great Western Bancorp

Bank boards and managers are tasked with assessing the risk-adjusted benefits and considerations of various strategies to deploy the company’s capital in an effort to drive earnings and shareholder returns. Kevin O’Keefe, a partner in Sandler O’Neill’s investment banking group, will be joined by Peter Chapman, Chief Financial Officer of Great Western Bancorp, to discuss methodologies, approaches and perspectives of successful growth-focused companies, including decisions related to pursuing M&A as an effective strategy.

12:20 p.m. | Lunch served

12:45 p.m. | What You Need to Know About the Current Economy

Chris Kuehl, Armada Corporate Intelligence

Economist Chris Kuehl returns to the BHCA to offer analysis of the current economic environment and insight into the potential influence it will have on your business and your strategies for growth.

1:45 p.m. | Successful Strategies to Grow, Thrive and Remain Independent

Karen Grandstrand, Fredrikson & Byron, and Craig Dahl, TCF Financial

Karen Grandstrand teams with TCF Financial CEO, Craig Dahl, to discuss successful strategies to remain independent despite fintech challengers, regulatory changes, succession planning needs, and the evolving competitive landscape. They will explore the expansion of diverse business lines, ways to attract and retain key staff, and mergers of equals. 

2:45 p.m. | Interdependence as a Strategy for Maintaining Independence

Neil Falken, CLA

This session will discuss another strategy to remain independent. Neil Falken will explore ideas on how to work “with” other banks, affiliates, fintechs or professionals to remain independent and deliver a return that keeps shareholders happy. This session takes a deep dive into the newest buzzword – collaboration.

3:45 p.m. | Networking Break

4:00 p.m. | From $30 mil. to $1 bil. and beyond: The Park Financial Group story.

Joseph Ceithaml, Barack Ferrazzano, and David Saber, Park State Bank

In late 2015, Park Financial Group, Inc., acquired Park State Bank, an underperforming $30 million bank. Following another bank acquisition and a large minority holding company investment, Park Financial Group’s investments currently total $800 million in banking assets, and in 2018, Park State Bank was the No. 1 top performing community bank in the country, according to S&P Global Market Intelligence’s ranking of top U.S. banks under $3 billion. Hear from the Chairman and CEO of Park Financial Group and the organization’s outside legal advisor, as they discuss how they navigated numerous regulatory, structuring and transaction challenges.

5:00 p.m. | Reception - Sponsored by Eide Bailly

Day 2: Tuesday, Oct. 8

7:30 a.m. | Breakfast buffet available 

8:45 a.m. | A Case Study on How an MOE Can Make an Effective M&A Strategy

Anton Moch, Winthrop & Weinstine, and Paul Sirek, Eide Bailly

Large financial institution Mergers of Equal (MOE) have been in the news lately, but a true community bank MOE happens far less frequently. This case study will explore an MOE between two community banks in the Midwest, how it was beneficial for both banks and how it provided opportunities to address issues that many community banks face including, addressing succession issues, dealing with an aging shareholder base, providing liquidity to shareholders and increasing business opportunities.

9:45 a.m. | Networking Break 

10:15 a.m. | Staying Independent: The Best of Both Worlds

Craig Mueller and David Stieber, Oak Ridge Financial

Explore real life examples of how to satisfy shareholders needs and grow at the same time. This discussion will include ideas for satisfying shareholder liquidity needs and capital options to grow. We will also discuss the characteristics of a successful buyer.

11:15 a.m. | Integration Issues in a Bank Acquisition or Merger 

Scott Coleman, Ballard Spahr, LLP, and Rich Hoban, Frandsen Financial Corporation

Scott Coleman and Rich Hoban, Director of Corporate Development of Frandsen Financial, will discuss integration issues in a bank purchase, merger or branch acquisition. Topics will include: the impact of the choice of transaction structure, the importance of identification of the target bank, employee retention, data processing integration, the achievement of expense eliminations, creating a unified culture and the concerns of the buyer immediately before and after the closing.

12:15 p.m. | Lunch served

1:00 p.m. | Relationships are at the Heart of Leadership in Community Banking

Bill George, Harvard Business School, former Medtronic CEO

Bill George will share his leadership insights on the importance of relationships in successful businesses. A Harvard Business School Fellow and author of several “True North” leadership books. Mr. George has had the opportunity to work with many banks (Fifth Third, BB&T, Sun Trust, Key Corp and others). Since 2002, he has served on the board of directors at Goldman Sachs. He will encourage the BHCA audience by affirming the “essential role” of community banking. Seminar registrants will receive a copy of his 2015 book “Discover Your True North.”

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