| Time |
Program |
| 7:30 AM |
Breakfast |
| 8:30 AM |
General Sessions
- Investor Perspective: An engaging discussion with eminent bank investor Anton Schutz from Mendon Capital spanning drivers of shareholder value, capital allocation, M&A, de novo activity, regulatory changes, fintech/non-banks, investor activism, private credit, and asset quality.
- The M&A Process: A deep dive on the bank M&A transaction process, including key steps, timing, process options, advance planning steps and recommendations, and best practices.
- M&A Master Class: A moderated session with a seasoned acquirer and a recent seller will provide an M&A master class on a variety of topics, including pricing and valuation, transaction execution, and best practices.
- How to Value a Bank: Olsen Palmer leadership provides guidance on how buyers determine price and what factors increase value.
|
| 12:00 PM |
Fireside Chat Over Lunch: Dan Rollins, Vice Chairman of the Board of Huntington Bancshares and previously CEO of Cadence Bank, shares lessons learned from across the M&A spectrum as a seasoned acquirer, MOE counterparty, and now as a seller.
|
| 1:00 PM |
Adjourn |
|