To see the full list of webinars, click here.
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.See More
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
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.See More
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.
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 HighlightsCreating a Favorable Mix Variance (16:12)
Dealing with Smaller Sized Loans (38:45)
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.See More