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Agenda

Beyond Just FDIC-Assisted Bank Deals:  What's Next?

Beyond Just FDIC-Assisted Bank Deals

September 26, 2011
The Ritz-Carlton Buckhead 
Atlanta GA 

Read the full article here

Session Topics

7:30 – 8:30 a.m.     
Breakfast & Registration

8:30 – 8:35 a.m.   
Welcome, Bank Director

8:35 – 9:15 a.m.      
Overview of the Banking Industry:  Status and Opportunities
John G. Duffy,
Keefe, Bruyette & Woods, Inc.

Yes, there's still the opportunity for bankers to buy troubled institutions and grow balance sheets during tough economic times.  But with so much uncertainty in the market, what does a board need to know before doing a deal? 

9:15 – 10:05 a.m.   
The Bid Process Timeline:  A Step-by-Step Approach
Jeffrey Brand, Principal, Keefe, Bruyette & Woods Inc.
James J. McAlpin Jr., Partner, Bryan Cave LLP
Kenneth M. Achenbach, Associate, Bryan Cave LLP

FDIC-assisted bank transactions continue to attract strategic acquires; not surprisingly, the bidding process has become even more competitive over the past twelve months.  This examines the steps a CEO and his board might consider when looking to grow through FDIC-assisted transactions.

10:05 – 10:30 a.m.  
Refreshment Break

10:30 – 11:20 a.m.    
The Building of a Bank:  State Bank Financial Corporation
Joe Evans, Chairman & CEO, State Bank Financial Corporation
Kim Childers, Vice Chairman, President & Chief Credit Officer, State Bank Financial Corporation
Moderated by Jack Milligan, Editor, Bank Director

Timing is everything, and when Georgia banks started failing in 2008, Joe Evans and State Bank were ready to build a great bank on a solid foundation of sound, conservative principles.

11:20 – 12:10 p.m. 
After the Bank Is "Built": Post-deal Integration Challenges
Rick Bennett, Managing Partner, Bank Integration Practice, PricewaterhouseCoopers LLP

Once the ink dries, the real work begins.  From merging systems to incorporating new customers and employees into a new culture, complicated transactions that included separate loss-share agreements challenge even the most skilled acquirers.  What do you need to factor into your decision to grow?

12:10 – 1:10 p.m.   
Lunch

1:10 - 1:25 p.m.
Information Resources for Today's Financial Leaders
Mika Moser, Vice President of Digital Strategy, Bank Director

This session is an overview of online educational tools designed to strengthen your board.

1:25 – 2:00 p.m.       
Managing the Regulatory Relationship
C. Pebble Connelly, Regional Manager, FDIC/DRR Atlanta

Managing communications with various regulatory agencies might seem like a full time job.  For members of the board, developing and maintaining a regulator's trust positions healthy banks to grow.

2:00 – 2:50 p.m.   
After the Ink Dries
Rick Childs, Director, Assurance & Financial Advisory Services, Crowe Horwath LLP
Dennis Zember, Executive Vice President & Chief Financial Officer, Ameris Bancorp

Answer questions like how do you assemble the right team, handle contingent capital agreements and prepare for an exam by your bank's safety and soundness regulator after the deal is done... all via a banker's perspective.

2:50 – 3:05 p.m.     
Refreshment Break

3:05 – 4:05 p.m.
Peer Collaboration
Introduction by Joan Susie, CEO, Bank Director

Topics Include:
- Outlook for traditional M&A in Southeast
- Economic outlook in the region and prospects for loan growth
- Regional asset quality trends
- Identifying assisted deal prospects before they fail
- Assembling the bidding and workout teams

4:10 - 5:00 p.m.
    
Panel Discussion: 
What the Future Holds 
Walter G. Moeling, IV, Partner, Bryan Cave LLP
Rick Moyer, Partner, National Banking & Capital Markets Practice, PricewaterhouseCoopers LLP,   Washington Metro
Jeffrey Brand, Principal, Keefe, Bruyette & Woods Inc.

Hear from our experts as they recap the highlights of the day.

5:00 – 6:00 p.m.    
Closing Reception