Exploring Options for the Future of Your Bank

This session will explore strategies your organization can deploy in planning the future of your bank.

This session will explore strategies your organization can deploy in planning the future of your bank.  We will present a thorough discussion of a bank building size and scale without selling the bank through a "marriage of equals" (a merger transaction); the potential tax impact of these types of transactions; and the impact of M&A on the banking industry.  Capital planning strategies for the acquirers and survivors of these transactions will also be covered, as well as the potential for using an Employee Stock Ownership Plan in your bank's capital strategy.

HIGHLIGHTS

• How to build size and scale without a taxable sale:  marriages of equals and other growth alternatives
• Capital planning strategies for survivors and acquirers
• Impact of the merger and acquisition market on the banking industry
• Employee Stock Ownership Plans:  alternatives for liquidity and capital while maintaining independence

WHO SHOULD ATTEND?

This informative session is best suited for bank shareholders, officers, board members and all organizational members charged with planning for the bank's future.

ABOUT THE PRESENTERS

Linda Koerselman
Linda Koerselman, CPA, is a partner with Eide Bailly LLP in the firm's Mankato, MN office and serves as the firm's financial institution industry chairperson.  She has more than 20 years of public accounting experience with an emphasis in financial institution taxation and consulting.  Linda consults with banks regarding strategic planning issues, such as acquisitions and mergers, estate tax, holding company formations, stock redemptions and minority stockholder tender offers.  She has been a frequent speaker for several banking groups on current bank tax, accounting and management topics.

Paul Sirek, Eide Bailly LLP
Paul A. Sirek, CPA, MBT, is a partner with Eide Bailly LLP in the firm's Minneapolis, MN office.  He devotes 100% of his professional time serving financial institution clients, with a focus on tax planning, preparation, and consulting with community banks.  Paul has been a speaker on current bank tax topics for the Bank Holding Company Association and the Minnesota Bar Association, and has been a faculty member at the Graduate School of Banking in Madison, WI.

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