Session Presenters
Gary Svec
Managing Director, Investment Banking
Performance Trust Capital Partners, LLC
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About the presenter
Presented by
Gary Svec
Managing Director, Investment Banking
Performance Trust Capital Partners, LLC
Gary Svec is a managing director of investment banking at Performance Trust Capital Partners, LLC. As their founding chief financial officer and part of the original 12 of the now 400, he is on a mission to help bankers outperform. He started as a lead instructor for the first Performance Trust University®, and quickly became an industry expert and speaker in high demand, providing much-needed training for Federal Reserve Banks, OCC, and national banking schools. Becoming a nationally recognized authority enabled Mr. Svec to teach at countless regional and national financial institution conferences, reaching thousands of bank CEOs, CFOs and directors over the last 25 years.
Mr. Svec has been described as “the bank CEO advisor” because of his teaching-level mastery of the Shape Management methodology and his unique, industry-specific talent stack: CPA, regulatory compliance, AL manager, balance sheet analyst, profitability analyst, broker dealer CFO, bank CFO, bank CEO, bank owner, PTU instructor and investment banker.
Mr. Svec’s current focus is helping one CEO at a time see clearly what their bank will look and feel like 1-3-5 years into the future, relative to their peers, using time-tested principles in the Shareholder Look-Forward. Revelations from this methodology enable Mr. Svec to dial in on what we need to change now to create the future we want later!
Breakout 2: M&A Diligence for Directors – Do You Know What to Ask?
In this time of significant change, stress and volatility in our industry, M&A can be a big opportunity…but also a big risk. In this session, we discuss how a board should analyze any deal, whether buying, selling or merging. Today, more than ever, there are critical assumptions being made to project the results of any M&A transaction and these assumptions, if wrong, could dramatically change the results of a deal. Also, do you know what happens to your deal if (when) rates change and how it may change your risk profile? This session identifies the key questions any director should ask to understand the risk-reward of any deal.