October 25, 2022
Sheshunoff & Co.
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.
Fenimore Kay Harrison
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 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 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.
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!