Enhancing Organizational Value Conference

Bank Director Square

Enhancing Organizational Value Conference

Jul 31 - Aug 1, 2025 | In-Person Seminar

This new conference focuses on strategies for community banks to create value. It covers topics like stock liquidity, capital raising and deployment alternatives, succession planning, employee attraction and retention, mergers and acquisitions, equity and equity-like compensation and similar strategic initiatives.

The two-day event aims to provide insights and interactive discussions on opportunities and strategies to create community bank stakeholder value.

Learning Objectives:

  • Highlight the current community banking environment and its impact on strategic considerations.
  • Identify the central tenets of an effective strategic planning process and how an institution's adopted strategic plan informs bank decision making and operations.
  • Understand opportunities and strategies to improve bank profitability and reduce reliance on net interest margin.
  • Explore community bank capital raising alternatives and related capital deployment strategies.
  • Recognize available strategies to achieve stock liquidity objectives.
  • Understand the process for effective succession planning and strategies to attract and retain talent.
  • Introduce key concepts of other strategic initiatives to promote ongoing independence and enhance stakeholder value.

Date
Information (Central Time unless otherwise noted)
Thursday, July 31
Registration

8:00 a.m. – 8:30 a.m.

Current and Anticipated Community Banking Environment

8:30 a.m. – 12:00 p.m.

  • Organizational relevance within current and anticipated environment
  • Duties and strategies to ensure relevance and enhance stakeholder value
  • Strategic planning considerations

Lunch

12:00 p.m. – 1:00 p.m.

Corporate Value Creation

1:00 p.m. – 4:00 p.m.

  • Traditional and nontraditional earnings strategies
  • Capital considerations
  • Shareholder value creation

Private Consultations – Schedule on-site

4:00 p.m. – 5:00 p.m.

Friday, August 1
Community Bank M&A Strategies

8:30 a.m. – 12:00 p.m.

  • Mapping out an M&A strategy
  • Acquisition process overview
  • Best practices for buying, selling and addressing unsolicited offers
  • Practical considerations for the current and anticipated environment

Lunch

12:00 p.m. – 1:00 p.m.

Strategies for Ongoing Independence

1:00 p.m. – 4:00 p.m.

  • Shareholder, director, management and employee succession
  • Equity and equity-like compensation strategies
  • Corporate governance and related value considerations
  • The community bank of the future

Private Consultations – Schedule on-site

4:00 p.m. – 5:00 p.m.

Pricing

ICBA Members: $795

Non-Members: $895

Bank Director Program Members: $495

Bank Director Program Non-Members: $595

Printable Registration Form



Attendance & Cancellation Policy

  • Full payment is required prior to event attendance.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed.
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
  • No refunds will be issued once the bank has received event materials or after the event start date.
  • If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

This event is not recorded. For more information, call 800-422-7285 or email education@icba.org.

The Westin Edina Galleria

3201 Galleria

Edina, MN 554356

ICBA's room rate of $264 expires July 9, 2025. Please book your room in advance of this date to ensure accommodations. If calling to make your reservations dial (888) 627-8245 and reference ICBA.

ICBA Booking Link

Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.

Who should attend: Community Bank Directors, C-Suite, Inside Counsel

Prerequisites: No previous experience or training required

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Business Management & Organization

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 14.0


Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for the in-person event you must meet the following requirements:

  • Sign in daily. The sign-in sheet will be located on the registration table outside of the conference room.
  • Attend the session in its entirety.
  • Participate in all group activities and projects.

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

Philip Smith
Philip Smith

Chairman & CEO

Gerrish Smith Tuck, PC Attorneys and Consultants

Greyson Tuck
Greyson Tuck

President

Gerrish Smith Tuck, PC Attorneys and Consultants

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America ("ICBA" or the "Association") has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy


Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby.?It is ICBA event management''s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.


Recording Disclaimer

Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.


Consent to User of Photos & Video Content

Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions, and audio files/recordings of and at such events and activities.