Managing Director, Co-Head of Financial Institutions Investment Banking
D.A. Davidson & Co.
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About the presenter
Presented by
Chuck Stubbs
Managing Director, Co-Head of Financial Institutions Investment Banking
D.A. Davidson & Co.
Chuck Stubbs is managing director and co-head of financial institutions investment banking at D.A. Davidson & Co. He has provided financial advisory services to community banks and thrifts for over 20 years, including mergers and acquisitions advisory, valuations, fairness opinions and strategic planning. Mr. Stubbs has represented both buyers and sellers in merger transactions, peer mergers and branch acquisitions and divestitures. He also has extensive experience assisting financial institutions with public and private offerings of equity and debt.
Prior to joining D.A. Davidson in 2019, Mr. Stubbs was senior vice president for financial services investment banking at Raymond James & Associates, Inc., which he joined in 2011 as part of the merger with Howe Barnes Hoefer & Arnett, Inc. He previously held positions in the investment banking group at Trident Securities, a division of McDonald Investments Inc. and in corporate finance at First Union Corporation.
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Breakout 4: The Return of Bank M&A: Have the Rules of the Game Changed?
There are several macro-factors which have adversely impacted bank M&A activity and the sector is due for a rebound. We will delve into why M&A activity has declined, why we expect a significant increase and how buyers and sellers can position themselves for success.
The Bank Director 101 sessions are for the newer directors in our audience and focus on the basics that all directors must know as they participate in board meetings. This session on technology examines the board’s oversight role, including risks and opportunities, and ensuring that management aligns technology resources and budgeting with strategic decision-making.
In this session, we discuss compensation philosophies, cash incentives and how they fit with your bank’s unique culture and strategy. This discussion includes reviewing market data surrounding cash incentives and industry best practices related to incentive plan designs. Ultimately, the goal is to analyze whether your current cash incentive programs are effectively aligned to achieve your stated goals.
Dive deep into CEO succession planning in this session by uncovering ways to identify and develop internal talent while discerning when external hires will enhance your organization. Discover transition tactics for both scenarios. Gain a holistic understanding of talent mapping’s pivotal role in sustained success, emphasizing the board’s indispensable contribution throughout the process.