22nd Annual ACQUIRE OR BE ACQUIRED The Financial Industry s Premier BANK M&A + STRATEGY EVENT January 31- February 2, 2016 Phoenix Arizona Biltmore Register by visiting BankDirector.com or calling our events department at (877) 397-7595.
ACQUIRE OR BE ACQUIRED
As the financial industry s premier M&A event for CEOs, senior management and board members, Bank Director s 22nd annual Acquire or Be Acquired Conference brings together key leaders from across the country to explore merger & acquisition strategies and financial growth opportunities. In this overview, you will see the major topics to be discussed throughout this conference. What you will not see, but we consider of significant value, is the fact that this three-day event offers unparalleled opportunities for you to connect with your peers and colleagues from across the U.S. To register you and your team, please call our events department at (877) 397-7595 or visit us online at BankDirector.com. Register by December 31st using promotional code NEWYEAR and receive $200 off of the standard individual rate. We hope you will join us in Phoenix this January! Al Dominick President & CEO Bank Director adominick@bankdirector.com
ACQUIRE OR BE ACQUIRED The banking industry today is dramatically different from what it was a few years ago, a number of bank executives and board members have struggled with whether to buy or sell their bank or grow independently. Over the same time frame, Bank Director has welcomed more than 1,300 bankers from more than 500 financial institutions to our annual Acquire or Be Acquired Conference to explore their short- and long-term options. Do Not Miss The Financial Industry s Premier BANK M&A EVENT As always, one of the best banking and/or board conferences anywhere! This is one of the best conferences I have attended. Very informative and very well run. The subjective matter is invaluable to a community bank. 2015 Conference Attendees
Why You And Your Bank s Board & Executive Team NEED TO ATTEND IN 2016! Last Year s Audience Included: 54% CEOs/Chairmen/ Presidents 27% Directors 19% Other C-Suite Officers Who Should Attend CEOs/Presidents Chairmen Directors Other C-Suite Officers + Hear From An Unparalled Line-Up Of Respected Industry Advisers Participate in the Most Relevant Sessions Schedule Your Next Board Meeting At The Arizona Biltmore
ACQUIRE OR BE ACQUIRED CONFERENCE AGENDA AT-A-GLANCE *Agenda subject to change Saturday, January 30 5:30 p.m. 7:00 p.m. Welcoming Cocktail Reception Sponsored by: Piper Jaffray & Co. Day One Sunday, January 31 7:00 a.m. 8:00 a.m. Breakfast + Registration Sponsored by: Austin Associates, LLC and Stinson Leonard Street LLP 8:00 a.m. 9:05 a.m. General Sessions Begin Welcome + Opening Remarks Key Trends + Topics in 2016 9:05 a.m. 9:25 a.m. Refreshment Break Sponsored by: Miller Nash Graham & Dunn LLP 9:25 a.m. 10:55 a.m. M&A-Specific Workshops (select one) Case Studies to Enhance a Community Bank s Value The Anatomy of a Successful Deal Is Bigger Now Better? 11:10 a.m. 12:00 p.m. Bank Director s Annual L. William Seidman CEO Panel 12:00 p.m. 1:15 p.m. Networking Peer + Guest Lunch Sponsored by: Covington & Burling LLP and Griffin Financial Group LLC 1:15 p.m. 2:55 p.m. General Sessions Resume What Is a Bank Worth In Today s Market and Why? When Is It Time to Sell? 2:55 p.m. 3:15 p.m. Refreshment Break Sponsored by: Sandler O Neill + Partners, L.P. 3:15 p.m. 4:05 p.m. Breakout Sessions: Pre-Deal Considerations (select one) Don t Make These Mistakes M&A Strategies for Private Banks The Fundamentals: Business + Legal Issues The New M&A Mandate: How Better Core & IT Agreements Benefit Shareholders In Any Deal 4:20 p.m. 5:15 p.m. General Sessions Resume Is Patience a Virtue? Day One Closing Remarks
5:15 p.m. 6:30 p.m. Networking Peer + Guest Cocktail Reception Sponsored by: Boardvantage Day Two Monday, February 1 6:45 a.m. 8:00 a.m. Breakfast + Registration Sponsored by: Raymond James & Associates, Inc. 7:00 a.m. 7:45 a.m. Discussion Groups (select one) All discussion groups allow attendees the chance to interact with peers and an industry advisor around a shared topic of interest. Capital Offerings Public vs. Private? Key Considerations for Bank Executives How Banks Should Make the Decision to Sell or Buy What Do Investors Want? Making Decisions and Evaluating Strategies for Growth with Different Stakeholders in Mind Pre-Merger Executive Compensation Planning Evaluating Currency When Structuring Transactions Buyer and Seller Considerations Explored Insuring Your M&A Transaction 8:00 a.m. 9:00 a.m. General Sessions Begin Welcome + Opening Remarks When Things Go Sideways Managing Deal Crises 9:00 a.m. 9:20 a.m. Refreshment Break Sponsored by: Barack Ferrazzano Kirschbaum & Nagelberg LLP 9:10 a.m. 11:30 a.m. M&A Simulation I The simulation replicates the challenges that boards must overcome to facilitate a transaction in today s tough environment. Limited to 42 participants working side-by-side with industry experts, this interactive exercise allows participants to role-play as buyers and sellers in an attempt to negotiate a mutually beneficial merger transaction. The M&A Simulation is exclusive to bank attendees only and runs concurrently to the below breakout sessions. 9:20 a.m. 10:10 a.m. Breakout Sessions: Current Issues (select one) Integrating Credit Cultures & Other Social Issues Associated With Mergers What You & Your Board Need to Know for 2016 Register by visiting BankDirector.com or calling our events department at (877) 397-7595.
ACQUIRE OR BE ACQUIRED Valuing a Trust Franchise How Capital Drives M&A 10:25 a.m. 12:20 p.m. General Sessions Resume Shareholder Activism - Be Prepared When It Happens Getting From Transaction to Completion What Your Peers Think 12:20 p.m. 1:30 p.m. Networking Peer Lunch Sponsored by: Luse Gorman, PC and Mercer Capital 1:30 p.m. 3:10 p.m. General Sessions Resume Keynote Presentation Featuring: J. Michael Shepherd, Chairman & CEO, Bank of the West and BancWest Corporation The Impact of Technology on Today s Market 3:10 p.m. 3:30 p.m. Refreshment Break Sponsored by: Day Pitney LLP 3:20 p.m. 5:40 p.m. M&A Simulation II A second opportunity for you to attend! This session replicates the M&A Simulation held earlier on this day and is limited exclusively to 42 bank attendees. This simulation runs concurrently with the breakout sessions listed below. 3:30 p.m. 4:20 p.m. Breakout Sessions: Integration Issues (select one) The Wins and Losses of Acquisitions and Acquisition Integration The Power of Compensation in Your Transaction Strategy Making the Technology Work Understanding the Capital Adequacy and Risk Reward Implications of Your Acquisition 4:35 p.m. 5:30 p.m. General Sessions Resume Do You Agree With the Following Statement? Day Two Closing Remarks 5:30 p.m. 7:00 p.m. Networking Peer + Guest Cocktail Reception Sponsored by: Keefe, Bruyette & Woods, Inc., A Stifel Company
Day Three Tuesday, February 2 7:15 a.m. 8:30 a.m. Breakfast Sponsored by: Sheshunoff & Co. Investment Banking 7:30 a.m. 8:15 a.m. Discussion Groups (select one) Partnering with Marketplace Lenders: Opportunities for Community Banks Employment and Compensation Matters in Today s M&A Environment Capital Planning for Community Banks Buying & Selling Branches and Deposits: Which Deals Make Sense? Ready To Buy, But Are Your Ready To Integrate? 8:30 a.m. 9:30 a.m. General Sessions Begin Welcome + Opening Remarks Beyond M&A: Staying Relevant Through Innovation & Transformation 9:30 a.m. 9:50 a.m. Refreshment Break 9:50 a.m. 10:40 a.m. Breakout Sessions: Pursuing Suitable Growth (select one) What s Next to Monetize Mobile Banking Navigating Wealth Management Acquisitions How to Win the Deal & Make It Successful Does It Make Sense to Go Public? Growing with SBA Loans 10:55 a.m 11:50 a.m. General Sessions Resume The CEO Connection: Finding the Right Partners Closing Remarks 11:50 a.m. 12:20 p.m. Boxed Lunches Sponsored by: StrategyCorps 1:30 p.m. 6:00 p.m. L. William Seidman Annual Acquire or Be Acquired Golf Tournament Sponsored by: Jefferies LLC and PricewaterhouseCoopers LLP 6:00 p.m. 7:00 p.m. Closing Peer + Guest Cocktail Reception Jefferies LLC and PricewaterhouseCoopers LLP Register by visiting BankDirector.com or calling our events department at (877) 397-7595.
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ACQUIRE OR BE ACQUIRED
VENUE Arizona Biltmore 2400 East Missouri Avenue Phoenix, AZ 85016 (800) 950-0086 Built as one of Phoenix s first resorts in 1929, the Arizona Biltmore was constructed in grand form by brothers Albert, Charles and Warren McArthur. Frank Lloyd Wright served as the consulting architect, and the Arizona Biltmore remains one of the only existing hotels in the world to benefit from his influence. DISCOUNTED HOTEL RATES The Arizona Biltmore is fully booked. However, there is a discounted hotel room rate available for conference attendees at the Embassy Suites Biltmore. Special room rates include standard suites at $229/night and upgraded suites at $259/ night. To make your reservation with the Embassy Suites Biltmore, please call them directly at (602) 955 3992. Mention Bank Director to receive the discounted room rates. Rooms are limited, so please book early! SHUTTLE SERVICE For your convenience, there will be a shuttle service that runs to and from the Embassy Suites Biltmore and the Arizona Biltmore. Register by visiting BankDirector.com or calling our events department at (877) 397-7595.
ACQUIRE OR BE ACQUIRED RATES & REGISTRATION Phone: (877) 397-7595 Fax: (615) 777-8449 Website: BankDirector.com E-mail: events@bankdirector.com Mail: Bank Director, 201 Summit View Drive, Suite 250, Brentwood, TN 37027 NAME NAME FOR BADGE COMPANY TITLE BANK REPRESENTING PUBLIC/PRIVATE BOARD TITLE BOARD ASSET SIZE EMAIL ADDRESS ADDRESS PHONE CITY STATE ZIP q YES, Register me for the 2016 Acquire or Be Acquired Conference! Individual Standard Rate: $1,895 q YES, Register my Group for the 2016 Acquire or Be Acquired Conference! Group Standard Rate: $1,695 (Per person for groups of three or more from the same financial institution. Please submit a separate form for each group member.) q Non-Banker Rate: $3,500 (This fee applies to attendees who are not bank officers or bank directors of an FDIC-insured financial institution, such as investment bankers, attorneys, accounting firms, and other vendors and service providers.) q Enroll me in Tuesday s Golf Tournament (FREE to attendees) My Handicap: q I need rental clubs. q Right q Left (Rental clubs and rental shoes are available at the attendee s expense.) Register by visiting BankDirector.com or calling our events department at (877) 397-7595.
Guest Registration q Enroll My Guest in the Guest Program. Guest/Spouse Name: The standard guest fee is $295 and includes Sunday s lunch and all receptions. Guests interested in playing with attendees in the golf tournament can sign up based on space availability for an additional fee of $205. *Guests wanting to attend sessions must register as an attendee. q Enroll my guest in Tuesday s Golf Tournament. (additional fee as noted above) Guest Handicap: q My guest needs rental clubs. q Right q Left (Rental clubs and rental shoes are available at guest s expense.) Payment Information Please make all checks payable to DirectorCorps, Inc. q VISA q DISCOVER q MASTERCARD q AMERICAN EXPRESS q BILL ME q CHECK ENCLOSED $ NAME ON CARD CARD NUMBER EXP. DATE BILLING ADDRESS IF DIFFERENT FROM PREVIOUS PAGE Continuing Education Credits q I am an attorney, and I need Continuing Legal Education credits for this event in the following states: State CLE Accreditation for each conference is based on individual attendee requests. Credit hours may vary by state. Credit hours are not guaranteed. All CLE requests must be received prior to the event. Please contact Kaitlyn Gowdy at (877) 397-7595 or kgowdy@bankdirector.com with questions. q I am an accountant, and I need Continuing Professional Education credits for this event. DirectorCorps, Inc., the parent company of Bank Director, is registered with the National State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Visit our website for more information on CPE learning objectives, program levels, prerequisites, recommended credits and complaint resolutions. Conference Cancellation Policy: Conference cancellations after December 16, 2015 are subject to a $200 processing fee. No refunds will be provided after January 14, 2016; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.