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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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Loan Growth Strategies for Highly Competitive Markets

Posted February 24, 2016 by Andrew E. Morgan, Jeffrey L. Morris.

Experience has shown that nothing can move the needle on bank-wide profitability more than growth of the commercial loan portfolio — so long as credit quality is maintained. Jeff Morris and Andy Morgan, Managing Directors of Austin’s Financial Management practice area, presented Loan Growth Strategies for Highly-Competitive Markets, a webinar illustrating opportunities still exist that can provide meaningful growth without lowering a bank’s credit standards or creating additional interest rate risk.

Community banks continue to be challenged by the need for loan growth, particularly in commercial loan portfolios. Recent history suggests that this task has become significantly more difficult. Higher rates of growth are essential to offset unanticipated loan pay-downs and pay-offs created in part by the low interest rate environment and a weak economy. Strong borrowers, flush with cash, but lacking profitable new products or projects in which to invest are finding that the best way to improve their company’s bottom line is to pay down existing debt.

This webinar explored growth strategies for highly-competitive markets and provided recommendations for structuring new loans that will be attractive to high quality borrowers. We also provided guidance on best practices for determining ROE targets appropriate for a bank’s existing loan portfolio, balance sheet positioning, and current lending environment.

Webinar Highlights

Creating a Favorable Mix Variance (16:12)
Cultivating Existing Relationships (20:22)
Participation Loans (25:05)
Gathering Commercial Deposits (30:56)
Setting ROE Targets (34:10)

Dealing with Smaller Sized Loans (38:45)

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Stress Testing - Managing an Essential and Expected Process for Community Banks

Posted December 2, 2015 by Craig J. Mancinotti.

Craig Mancinotti and Gerry Smith recently presented this timely webinar – Stress testing is an essential credit risk management tool for community banks regardless of the size and complexity of an institution’s loan portfolio. Bank regulators generally acknowledge that a rigorous stress testing process often is indicative of the necessary engagement by community bank executives and directors in assessing credit quality, capital adequacy and liquidity planning for their institutions.

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