Family-Owned Bank Roundtable

ICBA LIVE Square

Mar. 11

Family-owned banks possess unique strengths and challenges that require thoughtful strategies.

This roundtable creates a dedicated environment for peer-to-peer discussions on pressing issues, including:

  • Succession Planning: Ensure smooth transitions while preserving family legacy.

  • Governance: Discover best practices tailored to family-owned institutions.

  • Financial Health: Explore strategies for sustainable financial growth.

  • Legacy Goals: Define long-term objectives that align with family values.

  • Strategic Planning: Align business strategies with family principles.

Engage with others who understand the unique dynamics of family-owned banks. This session provides valuable insights and solutions to help your institution thrive, and it’s an opportunity to build strong connections with like-minded professionals.