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

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:

• James T. Crotty, Director, Keefe, Bruyette & Woods
• Michael Lamping, Market President Central Ohio, Horizon Bank

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.

Lions and Tigers and Bears – Reviewing the M&A Landscape

Moderator: Mark W. Biché, Managing Director, Sandler O’Neill + Partners

Panel:

• Fred A. Cummings, President, Elizabeth Park Capital Management
• Kevin J. Helmick, President and CEO, Farmers National Bank
• James C. Ryan, Senior Executive Vice President and Chief Financial Officer, Old National Bank

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.

Getting Over the Rainbow – Raising Capital

Moderator: Robert M. Loesch, Partner, Tucker Ellis LLP

Panel:

• Robert P. Bilotti, President and CEO, Grand River Commerce, Inc.
• Charles R. Crowley, Managing Director, Investment Banking, Boenning & Scattergood, Inc.
• James O. Miller, Chairman and CEO, Civista Bank

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.

Navigating Forks in the Yellow Brick Road – Alternative Growth Strategies

Moderator: David M. Bugajski, Senior Analyst, Elizabeth Park Capital Management

Panel:

• Scott A. Kingsley, Executive Vice President and Chief Financial Officer, Community Bank System, Inc.
• Glenn E. Morrical, Partner, Tucker Ellis LLP
• T. Michael Price, President and CEO, First Commonwealth Financial Corporation

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.

Closing Remarks

Speaker: M. Patricia Oliver, Partner, Tucker Ellis LLP