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Preparing for M&A

February 6 @ 2:00 pm - 3:00 pm


Philip K. Smith
Gerrish Smith Tuck


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There continues to be much talk in the financial services industry about M&A activity. Bankers might view that as exciting, confusing, or as a potential threat. This WiBinar will help all organizations determine the best strategies for preparing for the M&A environment whether you are as a potential buyer, a potential seller, or simply an organization trying to preserve its independence and navigate these uncertain times. The presentation will cover best practices for all three scenarios.

Learning Objectives:

Review best practices for managing the M&A market when not interested in buying or selling
Understand key ways to prepare an organization to maximize value as a potential seller
Discuss the essential steps to implement and the key factors to consider, including appropriate metrics, when targeting organizations to acquire

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195.00 $0.00
Bank Nonmember $249.00 $0.00
Affiliate Member $195.00 $0.00
Affiliate Nonmember $249.00 $0.00

Season Pass Members recieve 4 individual logins to every WiBinar:



This WiBinar is ideal for:

Loan Officer, Relationship Manager, Business Banker, Commercial Lender

CPE Credits: 
1 CPE Credit


February 6
2:00 pm - 3:00 pm
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Greyson E. Tuck

Western Bankers Association

As a result of an exciting merger finalized on January 1, 2018, the Western Bankers Association (WBA) is now the primary association operating two divisions: California Bankers Association (CBA) and Western Independent Bankers (WIB). CBA will oversee all California and federal legislative and regulatory advocacy efforts, while WIB will oversee all conferences and professional development programs. Members of the respective associations will now be members of WBA.

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