TUESDAY, OCTOBER 25

LANDING THE DEAL

Navigating Community Bank M&A

Community Bank M&A Seminar Coming To Dallas

Rising interest rates, inflation and economic uncertainty are affecting the community bank mergers and acquisitions arena, creating all sorts of questions. Is this a good time to buy a bank or a branch? Is now the time to sell? What is my bank worth? What are the regulators saying about bank deals these days? We will dive deep into these questions at our "Landing the Deal" seminar where leading industry experts will give you what you need to navigate the community bank M&A space. Join us Tuesday, October 25, 2022 at the Marriott Dallas Las Colinas Hotel for a one-day seminar that will bring you up to date on the latest developments and trends in community bank M&A. Hear from:

John Adams, Sheshunoff & Co., "Community Bank M&A Update"
Chet Fenimore, Fenimore Kay Harrison, "Legal Considerations for Landing Your Deal"
Kelly Earls, BCC, "Compensations Strategies for Retaining Talent Through a Merger"
Matt Forgotson, Performance Trust, "Advancing From The Earn-Back: A Revelation"
Plus, a "Deal-Makers" panel featuring bankers who have recently done deals

The Seminar is presented by The Bank Holding Company Association, the trade group for bank owners and bank directors. The BHCA is known for quality seminars, going back four decades. Our seminar sponsors — Sheshunoff & Co., Fenimore Kay Harrison, BCC and Performance Trust — are experts in community bank M&A that want you to succeed, whether you are buying, selling or holding. This seminar is specifically aimed at community bank holding companies with assets ranging from $40 million to $3 billion. This seminar is ideal for family-owned institutions, subchapter S organizations, banks with a limited number of shareholders or thinly traded stock, and all other types of community banks and their holding companies.

The BHCA has created a great event for bankers in Texas and surrounding states interested in getting a lot of valuable information from leading experts in a short amount of time. Lunch is included, and we'll conclude with a great networking reception. All this for just one low registration fee of $249 per person. Bring your board members, fellow shareholders, and other bank officers. Don't delay, register today!

Agenda

October 25, 2022

9:00 a.m.

Welcome

9:10 to 10:10

Community Bank M&A Update

John Adams, Sheshunoff & Co.

10:10 to 10:30

Break

10:30 to 11:30

Legal Considerations for Landing Your Deal

Chet Fenimore, Fenimore Kay Harrison

11:30 to 12:45

Lunch

12:45 to 2:00

Buyers & Seller Panel

Vidal Jones, President, Harmony Bank, Kemp, Texas

Jeff Wilkinson, Chairman & CEO, Keystone Bank, Austin, Texas

Mark Russell, President & CEO, Great Plains Bank of Oklahoma, Hollis, OK

Cleve Breedlove, Regional President, Texas Regional Bank, Denton, Texas

2:00 to 2:30

Break

2:30 to 3:30

Compensation Strategies for Retaining Talent Through a Merger

Kelly Earls, BCC

3:30 to 4:30

Advancing From The Earn-Back: A Revelation

Matt Forgotson, Performance Trust

4:30 to 5:30

Reception

5:30

Adjourn

SPEAKERS

John Adams

Sheshunoff & Co.

Speaker Bio

John Adams of Sheshunoff & Company Investment Banking has more than 15 years of experience in financial services, valuations and M&A advising, involving both public and private institutions, as well as equity and debt underwriting. His background includes buyer and seller engagements, negotiation and structuring, financial analysis and research. Prior to joining Sheshunoff more than a dozen years ago, Adams spent four years with Lehman Brothers in its Financial Institutions Group. Early in his career, he worked to restructure the banking sector after the Asian currency crisis of 1997. Adams has a Bachelor of Business Administration degree from the University of Texas, Austin, and a Master’s degree in mathematics from the University of North Texas, Denton. He is a registered representative with FINRA and holds Series 62 and 63 licenses. He has taught at the Graduate School of Banking at the University of Wisconsin-Madison.

Chet Fenimore

Fenimore Kay Harrison

Speaker Bio

Chet Fenimore is the co-founder and Chairman of one of the premiere community banking specialty law firms in the United States, Fenimore Kay Harrison. He brings more than 30 years of experience as a legal advisor to financial institutions and as a former federal and state banking regulator. Fenimore represents banks, thrifts and other financial institutions, as well as their investors, directors and executive officers in a full range of corporate, transactional, securities and regulatory matters confronting the financial services industry. His extensive experience in the fields of bank mergers and acquisitions, bank regulatory matters, securities law and corporate governance provides a solid foundation for his representation of financial institutions in a broad variety of transactions. Prior to founding his own law firm, Fenimore was the Managing Partner of the Austin, Texas office of a large international law firm.

Kelly Earls

BCC

Speaker Bio

Kelly W. Earls has advised clients in the areas of Customized Nonqualified Benefits and Bank-Owned Life Insurance since 1996. Along with being a licensed attorney and CPA, Earls has Series 6 and 63 licenses through the Financial Industry Regulatory Authority, making him uniquely qualified to address issues related to design, implementation, and regulatory support of non-qualified benefit plans and BOLI product selection. Earls is accustomed to interacting with regulators to answer regulatory questions, as well as to gain necessary approval regarding plans client businesses have decided to implement. He often works with boards of directors and committee members, educating them on the impact to financial statements of proposed work. Earls has been a frequent speaker at seminars sponsored by various national and state trade associations.

Matthew Forgotson

Performance Trust

Speaker Bio

Matthew Reader Forgotson joined Performance Trust's Client Insights and Analytics Team as a Director in 2020. Forgotson works with hundreds of community banks, assisting them in their efforts to apply analytical principles to their decision-making across their balance sheets. Previously, Forgotson spent 10 years at Sandler O'Neill/Piper Sandler, most recently serving as Director of Balance Sheet Analysis and Strategy, specializing in strategic communication. Prior, Forgotson spent eight years as a Senior Equity Research Analyst covering small- and mid-cap banks and thrifts across the United States. In 2018, Forgotson earned dual StarMine Analyst awards for his investment recommendations and earnings projections. Forgotson earned a Bachelor of Arts degree from the University of Michigan and an M.B.A. in Finance from the Zicklin School of Business at the City University of New York. Forgotson is the proud great-grandson, grandson, and son of community bankers. He is Series 7, 63, 86, 87, 79, and 30 registered.

PRICING

Tuesday, Oct 25

$249 per person

HOTEL

One of the stars of the Dallas Seminar is likely to be the venue, the newly renovated Marriott Dallas Las Colinas in Irving, Texas. Marriott Dallas Las Colinas is an awe-inspiring destination for both leisure and business travelers alike. Located on the Lake Carolyn waterfront, giving you the ideal location with easy access to numerous attractions. The Marriot Dallas Las Colinas is within walking distance of the Irving Convention Center at Las Colinas and the recently opened Toyata Music Factory, including a concert venue and popular restaurants.

Book your room today before Tuesday, October 25th!

BOOK TODAY

TUESDAY, OCTOBER 25

LANDING THE DEAL

Navigating Community Bank M&A

Agenda

October 25, 2022

SPEAKERS

John Adams

Sheshunoff & Co.

Speaker Bio

Chet Fenimore

Fenimore Kay Harrison

Speaker Bio

Kelly Earls

BCC

Speaker Bio

Matthew Forgotson

Performance Trust

Speaker Bio

PRICING

Tuesday, Oct 25

$249 per person

SPONSORS

HOTEL

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