June 1, 2011

Using the Bank Holding Company Profitably and Effectively

Presentation discusses capital planning through a holding company, the advantages of holding company debt, flexibility in capital formation, using a comprehensive anti-takeover plan through holding ... Read More »

June 1, 2011

Strategic Planning Retreat

This hand-on practical planning seminar is designed to assist financial institutions in developing strategic plans initially and/or updating current written strategic plans on an annual ... Read More »

June 1, 2011

Strategic Governance of Financial Institutions

The goal of this seminar is to equip directors with a broad range of skills and knowledge in order to enhance overall standards of corporate ... Read More »

June 1, 2011

Seminar: Intermediate Level Director Training

Seminar uses the case study method to cover specific topics of interest to bank and savings institution directors. Please call to discuss list of topics ... Read More »

June 1, 2011

Seminar: Director Training

Seminar covers the Board's role; legal and regulatory issues facing directors; the relationship between the big three - CEO, shareholders and Board; directors' roles in ... Read More »

June 1, 2011

Sell or Hold Decision: Factors a Director Must Consider

Seminar defines the director's role in deciding whether to sell the institution or remain independent. Types of mergers/acquisitions/other affiliations; how to evaluate offers; what to ... Read More »

June 1, 2011

Reviewing Your Deposit Agreement

Presentation discusses how a deposit agreement can increase institution's deposit account-related fee income; how recent Uniform Commercial Code amendments permit most financial institutions to take ... Read More »

June 1, 2011

Negotiated and Hostile Acquisitions

Program discusses contents of a 'ready response' program and anti-takeover devices available to an institution before an unwanted offer surfaces. Board and management responsibilities in ... Read More »

June 1, 2011

Managing and Finding Success in Change

In these days of financial institution mergers and growth, change is ever present. This seminar explains why change is seen as threatening to most people, ... Read More »

June 1, 2011

Long-Range Planning for Bank Directors

Two-day program assists participants in dealing with real-world dilemmas facing financial institutions and analyzing them systematically. Participants learn planning skills by actually developing an overall ... Read More »