Webinars

To see the full list of webinars, click here.


The Critical Role of Operating Efficiency in Producing High-Performance Community Banks

Posted May 25, 2016 by Jeffrey L. Morris.

This webinar on Wednesday, May 25 at 11 a.m. served as a continuation of our recent webinar on profitability: The Seven Secrets of Consistently High-Performing Community Banks held on March 22. Jeff Morris, Managing Director and Principal of Austin’s Financial Management practice area, presented information on the seven key attributes that drive consistent high performance for community banks, noting that above average operating efficiency plays a critical role. To achieve and maintain high performance, you must have an above average efficiency ratio. Jeff continued the discussion with key attributes and operating approaches of highly-efficient financial institutions; inter-relationships between high and low costs; and performance metrics of financial institutions that consistently rank above peers. He offered insights and recommendations that will make a difference in your bank’s profitability.

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Seven Secrets of Consistently High-Performing Credit Unions

Posted May 18, 2016 by Jeffrey L. Morris.

Seven Secrets of Consistently High-Performing Credit Unions provides current, in-depth research that demonstrates some similarities with community banks, but this webinar also highlights the unique criteria that set high-performing credit unions apart from their peers.

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M&A Case Studies-Enhancing Your Community Bank’s Value

Posted April 6, 2016 by Richard F. Maroney, Jr., Craig J. Mancinotti.

Wednesday, April 20 11 a.m.

This timely webinar was presented by Rick Maroney and Craig Mancinotti on Wednesday, April 20 at 11 a.m. It provided relevant M&A trends, pricing and market information, along with financial fundamentals for acquisitive companies. Our case studies included a buy-side transaction focusing on deal considerations, valuation factors, key assumptions, and important financial metrics to evaluate a deal. We also reviewed several strategic merger (“merger of equals”) case studies illustrating the unique negotiating and financial aspects of these transactions. Each case study provided important takeaways illustrating the unique negotiating and financial aspects of these transactions.

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2016 Webinar Calendar

Posted March 8, 2016

Wednesday, February 24 at 11 a.m. - Loan Growth Strategies for Highly-Competitive Markets - Jeff Morris and Andy Morgan

Wednesday, March 22 at 11 a.m. - Seven Secrets for Consistently High-Performing Community Banks - Jeff Morris

Wednesday, April 20 at 11 a.m. - M & A Update and Case Studies - Craig Mancinotti and Rick Maroney

Wednesday, May 18 at 11 a.m. - Seven Secrets for Consistently High-Performing Credit Unions - Jeff Morris

Wednesday, May 25 at 11 a.m. - The Critical Role of Operating Efficiency in Producing High-Performance Community Banks - Jeff Morris

Tuesday, June 28 at 11 a.m. - Key Operating Efficiency Drivers - Jeff Morris

Tuesday, July 26 - Western Independent Bankers’ Webinar - Seven Secrets for Consistently High-Performing Community Banks-Jeff Morris

Thursday, September 22 at 11 a.m. - Evaluating Your Strategic Alternatives - Craig Mancinotti and Rick Maroney

Tuesday, November 15 at 11 a.m. - Omni-Channels: The Effects of New Technology on Bank and Branch Profitability - Jeff Morris and Steve Heckard


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Seven Secrets of Consistently High-Performing Community Banks

Posted March 8, 2016 by Jeffrey L. Morris.

Presented March 22, 2016

Nearly every financial institution, at one time or another, aspires to be ranked as high-performing. Much like every professional money manager strives to beat the “market” for their respective asset class, financial institution leaders seek to deliver return performances which exceed their respective benchmarks over extended periods of time. Being ranked in the top quartile of your respective peer group is the ultimate achievement.

However, the industry’s performance metrics were rocked by the financial upheaval which accompanied the great recession. During the prolonged weak recovery that has followed, just exactly what qualifies as a high-performing institution has been a question mired in great uncertainty. Defining this is the easy part.

Of great interest are the financial and operational strategies and behaviors that allow motivated institutions access to this elite group. With 30 years of industry experience, I’ve studied the best-of-the best to determine what the common behaviors and practices are that lead to high achievement, and I recently shared those “secrets” in this webinar.

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