The way forward Strategic Opportunities for Community Banks

Transcription

1 The way forward October 25-26, 2012 Westin New Orleans Canal Place Strategies for Growth Ideal for Directors Complete M&A Coverage

2 The way forward Program This major two-day conference for senior bank managers and directors features an impressive array of well-known industry leaders and advisers who will share their perspectives on the important strategic choices and opportunities confronting community banks in the post-recession banking environment. The conference will emphasize peer-to-peer resource sharing. CEOs of prominent banking organizations in the region will explain the strategies their banks are pursuing in response to the challenges of the times. Panelists will include representatives of the most active regional acquirers as well as bankers who have established a track record of success with organic growth and branching strategies. The goal will be to give attendees the best current thinking about how both large and small community banks can find a way forward that builds meaningful shareholder value in spite of big bank competition, increased regulation and unprecedented changes in market and economic conditions. Banker panelists will be joined by leading investment bankers, consultants and legal advisers to provide supplemental guidance on the how tos of implementing key strategic alternatives. Speaking Out: Answers to Your Growth Questions Your Bank s Worth Today and Tomorrow Banker Panels: Growing in a Challenging Environment Keynote Address: The Road Ahead Responding to Current Banking Trends Preparing Your Bank for the Coming Wave in M&A What Buyers Want from an Acquisition Today M&A Overview and Integration Challenges What Banks Should Be Doing Today Strategies for Growth: From Within or Through Acquisition Candid Advice from Fellow Bankers and Respected Advisers Continuing Education Awarded 17 hours with the Texas Board of Public Accountancy. There are no prerequisites for this program. Hotel Information Along the mighty Mississippi River and adjacent to the historical French Quarter, The Westin New Orleans Canal Place at 100 Rue Iberville, is the perfect place to savor the Crescent s zest for living. You ll be just steps from fine dining, Harrah s Casino, upscale shopping, museums, art galleries, and the central business district. Reservations should be made directly with the hotel by calling or A special room rate of $ single/double has been reserved for the Conference. Rates apply October 23 through October 28 for those who want to arrive early and/or stay late to enjoy New Orleans. Please state that you are with the Texas Bankers group in order to receive the rate. All reservations should be made no later than September 25, 2012, in order to secure a room at this rate. Rooms may not be available after this date, so please make reservations immediately! Optional Activity - Spouse/Guest Tour New Orleans School of Cooking and The World of Mardi Gras Museum Thursday, October 25, 10:00 a.m. 3:00 p.m. Cost : $150 New Orleans is the perfect spot for a memorable and exciting getaway, and we encourage you to bring a spouse or guest with you. While you re busy with the conference, your spouse/ guest will have the opportunity to learn to prepare the dishes for which New Orleans is famous. Fun is the key ingredient as entertaining chefs teach the basics of Louisiana cooking, seasoned with history, trivia, and Louisiana lore. Examples of the dishes prepared are Gumbo, Shrimp Creole, and Bread Pudding. After the entertaining, hands-on experience, participants will be able to sit back and enjoy the delectable feast they ve helped prepare. Mardi Gras celebrations in New Orleans date back to the early 1800s and have forever set the mood for the city. Following lunch, the tour will proceed to two of New Orleans most intriguing spots. First stop is The Presbytere, which houses an impressive collection of rare artifacts integral to the understanding of the culture of Mardi Gras, from the mystery of the Bal Masque to the mayhem of the street parades. Next, guests will visit the site where the fabulous floats for the parades are built, as well as the props, sets and decorations for the extravagant Mardi Gras Balls. Well-informed guides and a short film spotlight the colorful history of Mardi Gras. The tour concludes with King Cake, coffee and beverages before returning to the hotel.

3 Schedule WEDNESDAY, October 24, :30 7:00 Opening Cocktail Reception Guests Invited THURSDAY, October 25, :30 8:30 Registration and Breakfast Buffet Sponsored by Rogers-Ford Architecture & Interior Design 8:30 8:45 Welcoming Remarks John Heasley, EVP & General Counsel, Texas Bankers Robert Taylor, CEO, Louisiana Bankers 8:45 9:15 Joseph M. Ford, Partner, Fenimore, Kay, Harrison & Ford, LLP 9:15 10:15 Strategic Planning Warm-up Workshop: New Strategic Thinking for Today s World Geri Forehand, National Director of Strategic Services, Sheshunoff Consulting Solutions Dr. Scott MacDonald, CEO, SW Graduate School of Banking (SWGSB) 10:15 10:30 10:30 11:15 Competing in the Urban Lion s Den: Finding Opportunities for Community Banks Moderator: Dan T. Bass, Managing Director, FBR Capital Markets Dean O. Bass, Chairman and CEO, ST Financial Group, Inc. Geoffrey D. Greenwade, President and CEO, Green Bancorp, Inc. James D. Stein, President and CEO, Bank of Houston 11:15 12:00 Steady As She Goes: Strategies for Organic Growth, Branching and Targeted Acquisitions Moderator: Curtis Carpenter, Sheshunoff Investment Banking James D. Goudge, Chairman & CEO, Broadway Bancshares, Inc. Thomas W. Ellison, Chairman & CEO, Commercial Bank of Texas, N.A. James E. Lindemann, Chairman, President & CEO, Industry Bancshares, Inc. 12:00 1:30 Luncheon Sponsored by Green Bank Keynote Speaker Paul B. Murphy, CEO, Cadence Bancorp, LLC 1:30 2:30 Reports from the Acquisition Trail: What are Some of the Region s Most Active Buyers Looking For? Moderator: Craig McMahen, Managing Director, Keefe, Bruyette & Woods, Inc. Geoffrey D. Greenwade, President and CEO, Green Bancorp, Inc. Paul B. Murphy, President & CEO, Cadence Bancorp, LLC Jerry Reaux, Vice-Chairman & COO, MidSouth Bank, N.A. Dan Rollins, President & COO, Prosperity Bancshares, Inc. 2:30 3:30 Where is the M&A Market Headed? What is Your Bank Worth? The Latest on Market and Pricing Trends Curtis Carpenter, Managing Director, Sheshunoff Investment Banking Craig McMahen, Managing Director, Keefe, Bruyette & Woods, Inc. Robert Ulrey, Managing Director, Stephens Inc. Dory Wiley, President & CEO, Commerce Street Capital, LLC 3:30 3:45 3:45 4:30 Getting Difficult Deals Done: Techniques for Managing Asset Problems and Overcoming Common M&A Obstacles Chet Fenimore, Partner, Fenimore, Kay Harrison & Ford, LLP Dan Rollins, President and COO, Prosperity Bancshares, Inc. 4:30 5:15 Techniques for Making Mergers of Equals Work Elmer W. Landry, Senior Vice President, Louisiana Community Bancorp, Inc. Don Stricklin, Chairman & CEO, Far West Capital 5:15 7:00 Cocktail Reception Guests Invited

4 FRIDAY, October 26, :30 9:30 General Counsels Forum: View from the Legal Hotseat David Boneno, General Counsel, Louisiana Bankers John M. Heasley, General Counsel, Texas Bankers Stan McCormick, Corporate Counsel, Frost Bancshares, Inc. Charlotte Rasche, General Counsel, Prosperity Bancshares, Inc. 9:30 10:15 Balance Sheet Strategies for Community Banks: Techniques for Optimizing Asset Valuation and Acquisition Accounting Molly Curl, Bank Regulatory National Advisory Partner, Grant Thornton LLP Donald D. Hutson, Jr., National Industry Partner, BKD, LLP 10:15 10:30 10:30 11:30 Back-to-Back Perfect Storms: Successful Strategies Learned from Katrina and the Great Recession Moderator: Robert Ulrey, Managing Director, Stephens Inc. Blake Chatelain, President & CEO, Red River Bancshares, Inc. John D Angelo, President & CEO, Investar Bank Jerry Reaux, Vice-Chairman & COO, MidSouth Bancorp, Inc. 11:30-12:00 Understanding the Building Blocks of Bank Valuation Rich Place, CEO, Informed Decisions, Inc. 12:00 1:30 Luncheon Sponsored by Jackson Walker, LLP Keynote Speaker Scott Dueser, Chairman, President & CEO, First Financial Bankshares, Inc. 1:30-2:00 Opportunities for Excellence Alex Sheshunoff, Alex Sheshunoff & Partners, LLC 2:00 2:45 New Capital Raising Strategies for Community Banks: Exploiting Local Resources and Opportunities with Private Equity Dean O. Bass, Chairman & CEO, ST Financial Group, Inc. Dory Wiley, President & CEO, Commerce Street Capital, LLC 2:45-3:00 3:00 3:30 Techniques for Maintaining Independence by Managing Shareholder Liquidity Caryn Feinberg, Senior Vice President, SecondMarket Joseph M. Ford, Partner, Fenimore, Kay, Harrison & Ford, LLP 3:30 4:30 Opportunities for Fee-based Business Expansion and Nontraditional Niche Markets Daniel T. Bass, Managing Director, FBR Capital Markets Don Stricklin, President & CEO, Far West Capital Look Who s Coming Banker/CEO Panelists Include: Dean O. Bass, Chairman & CEO ST Financial Group, Inc. R. Blake Chatelain, President & CEO Red River Bancshares, Inc. John J. D Angelo, President & CEO Investar Bank F. Scott Dueser, Chairman, President & CEO First Financial Bankshares, Inc. Thomas W. Ellison, Chairman & CEO Commercial Bank of Texas, N.A. James D. Goudge, Chairman & CEO Broadway Bank Geoffrey D. Greenwade, President & CEO Green Bancorp, Inc. James E. Lindemann, President & CEO Industry Bancshares, Inc. Paul B. Murphy, Jr., CEO Cadence Bancorp, LLC Gerald Jerry Reaux, Jr., Vice Chairman & COO MidSouth Bancorp, Inc. Dan Rollins, President & COO Prosperity Bancshares, Inc. James D. Stein, President & CEO Bank of Houston You Need to Be Here Too! s sponsored by BKD, L.L.P. Co-sponsored by

5 The way forward October 25-26, 2012 Westin New Orleans Canal Place Please duplicate this form for each registrant. q Mr. q Ms. Title Firm/Bank Street Address,, Zip Mailing Address (If different from above),, Zip Phone Fax Registration Fee (Deadline September 25, 2012): The registration fee is $725 for TBA & LBA members ($1,450 for nonmembers). A special fee of $675 is offered for each additional registrant from the same member bank/firm. The fee includes instruction, materials, reception, breakfast and lunch. Please register by completing the form and return it with your payment. You will receive a confirmation via . Full registration fees will be refunded if written notice is received no later than October 17, There will be no refunds after this date. For additional information, contact TBA at or fax or sharon@texasbankers.com. q $725 TBA & LBA Members q $675 Additional TBA/LBA Members q $1,450 Nonmembers q $150 Spouse/Guest Cooking Class and Tour $ TOTAL ENCLOSED Guest Registration for Cooking Class and Tour If you have a disability that may impact your participation, please forward a statement regarding special needs to TBA. For IRS Reporting purposes, the food cost portion of your registration is $350. Please complete and mail with check to: Texas Bankers P.O. Box 2569 Austin, Texas / phone fax Online registration is now available for TBA members: and use the member login to access registration. SW WEBPDF One Industry. One Vision. One Voice. Co-sponsored by