Events : Acquire or Be Acquired Conference

Saturday, January 29

Welcoming Receptions
While winter grips much of the country, we’ve found early evening in Arizona to be a welcome change for many joining us. On Saturday evening, we host welcome receptions for the entire group as well as special events for first-time attendees, our Bank Services Members and for female executives. With details provided several months before the conference, we invite you to mark your calendars as these receptions are the first chance to catch up with old friends and make new connections.

Day One | Sunday, January 30

Acquire Or Be Acquired: Exploring Your Growth Options
While many recognize the consolidating nature of the financial sector, it’s not only the number of banks that has changed, but the competitive dynamics of our industry have changed too. On the first day of the Acquire or Be Acquired Conference, we surface a number of key issues, concerns and concepts for 2022.

While the agenda for 2022 is officially released in mid-February, attendees can expect a day filled with conversations around economic, environmental and technological events of the past twelve months coupled with forward-facing presentations geared to staying relevant and competitive.

SUNDAY MORNING

The conference kicks off with the President & CEO of Keefe, Bruyette & Woods taking a 30,000-foot perspective on the current operating environment. Following his remarks, we explore issues about generating returns (should interest rates remain what they are), allocating capital and valuing one’s business.

The State of the Industry
As in previous years, we open our Acquire or Be Acquired Conference with the President & CEO of Keefe, Bruyette & Woods taking a 30,000-foot perspective on the current operating environment.

Smartening the Bank
Hear about the risks that should concern directors and executives alike when considering their bank’s balance sheet.

Private vs. Public M&A Considerations
This session covers all aspects of the deal when considering M&A as part of your strategic plan. From balance sheet strategies to talent retention, from raising capital to the bid process – during this panel discussion industry leaders provide first-hand examples from recent acquisition transitions of both private and public institutions.

Understanding the Value of Your Bank
What are the primary drivers of your bank’s franchise value: Size? Profitability? Geography? Deposit cost? Growth rate? Ideal for CEOs and board members concerned about optimizing their strategic alternatives, this session explores the trends in recent M&A pricing and activity, and takes a look at what changes 2022 may bring.

SUNDAY AFTERNOON

Following a midday lunch, we begin to offer breakout sessions. These presentations allow participants to focus on specific issues and opportunities while hearing from their peers and experienced advisors. In addition, general sessions include:

Growing the Bank
The best performing banks are constantly looking ahead at what’s next for their organization. We highlight key leadership traits and emerging trends that banking leaders should stay focused on as they explore their growth opportunities.

The Ongoing Evolution of Financial Services
With a focus on digital transformation, we discuss the ongoing changes in the financial services industry and why that should matter to bank CEOs.

Bank Director’s Annual L. William Seidman CEO Panel
Former FDIC chairman and Bank Director’s publisher, the late L. William Seidman, advocated for a strong and healthy U.S. banking market. In his memory, we annually convene a panel of bank CEOs to explore a number of timely and relevant issues.

Networking Peer & Guest Reception
After a day of presentations and sessions, the day concludes with a networking peer and guest reception at the beautiful JW Marriott Desert Ridge.

Day Two | Monday, January 31

Acquire Or Be Acquired: Exploring Your Growth Options
Starting on Monday, Bank Director’s FinXTech brings together top decision-makers from both traditional financial companies and financial technology companies. Like many, we find banks continue to develop business relationships to grow their businesses. Accordingly, these FinXTech labeled-sessions delve into current and emerging business opportunities.

MONDAY MORNING

The Big Picture of Banking
The process of striking a deal for a prized target has never been more competitive than it is today. But is M&A the clear choice for those looking to grow their business? We explore the concept of growth — organic and that made through acquisitions.

Balance Sheet Strategies
We explore actionable and profitable deposit and loan-related strategies, as well as investment strategies to consider.

Peer Insight
Throughout the year, officers and directors of financial institutions share their thoughts with us on board-specific issues like mergers & acquisitions, compensation, managing risk, growth and strategic planning. In the morning sessions, we ask participants to weigh-in on peer insights and various trends taking place to gain real-time insights.

MONDAY AFTERNOON

Afternoon sessions explore how technology, competition, the regulatory environment and evolving customer expectations have changed banking and what bankers should be thinking and doing about the changes.

Running the Bank While Digitally Transforming It
This afternoon, we look at how to bank in an age of digital transformation and how banks need to work with fintechs to compete with firms promising to deliver a better customer service at a lower cost.

Making the Right Investments in Technology
Community banks face unprecedented levels of competition from old and new players. As such, we show how banks continue to prioritize technology investments while putting data to work to grow loans and deposits.

Getting A Deal Done
From buy-side strategies that assist buyers in pricing and negotiating deals to successfully staging an exit, various presentations provide first-hand examples for those thinking about a transaction in 2022.

Networking Peer & Guest Reception
Continue conversations with peers and industry leaders during the networking peer and guest reception.

Day Three | Tuesday, February 1

Acquire Or Be Acquired: Exploring Your Growth Options
Leadership is a central aspect of banking. Not only do bank executives lead their institutions, but directors who sit on bank boards tend to be leading members of their communities. With this in mind, our final day provides case studies on what has worked, anecdotes on obstacles overcome and inspiration for what awaits us.

TUESDAY MORNING

How Much Risk Can You Accept?
All banks are in the business of risk management; for some, this means an aggressive stance towards opportunities, while others find efficiencies to return recurring results. On this final day of Acquire or Be Acquired, we explore the concepts of risk.

Why Now Is The Time To Buy
Repositioning one’s business anchors discussions on why to buy another bank…

Why Now Is The Time to Sell
… While opportunities to become a part of a a larger combined entity drive other presentations.

TUESDAY AFTERNOON

L. William Seidman Annual Acquire or Be Acquired Golf Tournament
Enjoy the afternoon playing golf with peers. While the tournament is FREE to registered conference attendees, space is limited. Reserve your spot today!

Closing Peer & Guest Reception
Attendees and their guests join in the fun to see who is this year’s winner of the L. William Seidman Golf Tournament!

For more information, please email events@bankdirector.com or call our events department at 877-397-7595.