Strategies for Family Banks - Fa20

Course Length
60 mins

Philip Smith


Upcoming Sessions


Presenter: Philip Smith, Gerrish Smith Tuck, Consultants and Attorneys

This 60-minute program will be presented live on: October 21, 2:00-3:00 p.m. Central Time
Recording available through: January 21, 2021
Price: $225


The family-owned bank presents unique opportunities and challenges, from the strategic planning process to consideration of Subchapter S to implementation of an ESOP and handling board, management and ownership succession issues. This session will identify key areas of concern for family banks and present ideas and strategies that help improve value.

Topics to be covered include:

•    Succession planning

•    Organizational structure issues such as holding company and S corp

•    The M&A landscape for family banks

Target Audience: Board of Directors, CEOs and senior management

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