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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:

  • 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.

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:

  • 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.

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:

  • 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.

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:

  • 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.

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: