Speaking Engagements
Fourth Annual Banking Forum: How to Be a Wizard of Banking M&A
November 2, 2017
Speaking Engagements
Fourth Annual Banking Forum: How to Be a Wizard of Banking M&A
November 2, 2017
AGENDA
1:00 to 1:15 p.m. | Registration |
1:15 to 1:30 p.m. |
Welcome and Opening Remarks Speakers: M. Patricia Oliver, Partner, and Glenn E. Morrical, Partner, Tucker Ellis LLP; Fred A. Cummings, President Elizabeth Park Capital Management |
1:30 to 2:15 p.m. |
How to Be a Successful Wizard – Importance of the Board in M&A Success Moderator: M. Patricia Oliver, Partner, Tucker Ellis LLP, and Director, Civista Bancshares, Inc. Panel:
Discussion Details: The board of directors plays a critical role in M&A strategy, as well as specific buy and sell side decisions. This panel will focus on the responsibilities of directors in M&A transactions, with insights from experienced outside directors and seasoned investment banking and legal advisors. |
2:15 to 3:00 p.m. |
Lions and Tigers and Bears – Reviewing the M&A Landscape Moderator: Mark W. Biché, Managing Director, Sandler O’Neill + Partners Panel:
Discussion Details: This panel will discuss a myriad of issues and challenges affecting M&A transactions, including volatile stock prices, the uncertain tax and regulatory outlook, activist activity, mergers of similar-sized companies, the dwindling supply of opportunities, changing appetite of acquirers, and issues surrounding security. |
3:00 to 3:15 p.m. | Break |
3:15 to 4:00 p.m. |
Getting Over the Rainbow – Raising Capital Moderator: Robert M. Loesch, Partner, Tucker Ellis LLP Panel:
Discussion Details: Raising capital is an important part of making it over the rainbow. This panel will focus on market outlook; types of securities, including different forms of equity and debt, as well as convertible securities; and forms of offerings, including private placements, boardroom deals, institutional placements, community offerings, and underwritten public offerings. |
4:00 to 4:45 p.m. |
Navigating Forks in the Yellow Brick Road – Alternative Growth Strategies Moderator: David M. Bugajski, Senior Analyst, Elizabeth Park Capital Management Panel:
Discussion Details: This panel will explore the varying strategies that banks can pursue to drive growth. In doing so, we’ll delve into creating and maintaining a sales culture, de novo expansion, talent acquisition, and adjusting to evolving competitive dynamics. Panelists will also share their perspectives on expanding to new geographies, including organic vs. acquired growth. |
4:45 to 5:00 p.m. |
Closing Remarks Speaker: M. Patricia Oliver, Partner, Tucker Ellis LLP |
5:00 to 6:30 p.m. | Cocktail Reception |
Presented by: |