Buy, Sell or Hold? 2022 | Financial Managers Society (FMS) | 10 May 2022 | Webinar

The economic environment as we emerge from the pandemic continues to create challenges for many financial institutions. Low net interest margins (NIMs), low loan demand and record inflation have once again sparked consolidation among financial institutions with more M&A activity likely to occur in 2022 and beyond.

Financial institution boards must all answer the same question as they develop their strategic plans for the next three to five years. Are we going to buy, sell or hold?

Once this question is answered, financial managers (CFOs, Controllers, Treasurers) can begin to plan and prepare for what’s next. Each path has its own set of challenges and opportunities. Join us for this interactive panel of bankers and advisors who have been down this road before or who are traveling it again. Hear from them what worked and what they would do differently next time.

Key Takeaways:

• Positioning your FI as either a buyer, a seller or maintainer
• Balance sheet strategies for each scenario
• Preparing your team for the opportunities and challenges ahead

Following the webinar, attendees will be more equipped to answer the following questions:

• Is your team prepared to execute once the board makes a decision?
• Do you have the tools resources and partners needed to navigate the twists and turns?
• Is your balance sheet properly structured for what’s next?
• Have you done your due diligence?

Audience
• Financial Institution CEOs
• Financial Institution CFOs
• Financial Institution Controllers
• Financial Institution Boards of Directors
• Mid-Level Leaders

2022 Presenters

Barry Adcock
Performance Banking Strategist, Deluxe

Mark Swanson
Performance Banking Strategist, Deluxe

Megan Cassell
CFO, First Volunteer Bank

Tim Messman
Senior Audit Manager, Crowe

Jim Smith
CEO, Sandhills Bank