Session Presenters
Mikelle Brady
Partner
Profit Resources Inc.
Mike Holt
Partner
Profit Resources Inc.
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About the presenter
Presented by
Mikelle Brady
Partner
Profit Resources Inc.
Mikelle Brady is a partner at Profit Resources Inc. She is an efficiency and profit improvement consultant with 20 years of experience in banking. Her expertise in the retail banking, capacity planning, project management and strategic visioning arenas help Profit Resources, Inc. partner with community banks of all sizes to operate more efficiently and effectively. Ms. Brady leads the firm to improve bank profits by an average of 30% annually.
Ms. Brady is an instructor at the ABA Stonier Graduate School of Banking, teaching strategies for increasing non-interest income.
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About the presenter
Presented by
Mike Holt
Partner
Profit Resources Inc.
Mike Holt is a partner at Profit Resources Inc. His banking and consulting experience have established him as a lead revenue enhancement and EFT/interchange expert. Mr. Holt works diligently to keep PRI grounded in roots of helping community banks function more efficiently and effectively, while continuing to look toward the future at industry evolution for those same clients. He delivers the firm’s non-interest income work, implements and maintains the EFT profitability and performance model he built, negotiates system contracts and manages projects of all shapes and sizes.
Lunch & Learn Session II: M&A Integration: It’s More Than a System Conversion
Is there a chance that your playbook is missing a key component? Even the most experienced acquirers don’t know what they don’t know. Once your merger or acquisition receives that stamp of approval, how can you ensure that the two merging banks are fully integrated efficiently and with the fewest hiccups? This session covers tips for managing an integration effort including vendor partner review, setting process, establishing a governance structure and system conversion. We review tactics for completing a thorough gap analysis in all areas of the bank, what areas are worth extra focus and how to build and maintain a positive culture.
Session Resources
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M&A Integration: It’s More Than a System Conversion
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Methods to Create Effective Customer Journeys for Your Bank