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Event Profile

Seminar: Community Bank Mergers & Acquisitions (SM5832120)

June 15 — 16, 2020
W Minneapolis - The Foshay
821 Marquette Avenue
Minneapolis, MN 55402 

This event has been postponed. A new date will be announced soon! 

Navigating the current merger and acquisition landscape can be difficult. 
For banks considering initiating a purchase or sale, there are a number strategic considerations that must be weighed. This hands-on workshop explores all aspects of a community bank acquisition transaction from both a buyer’s and seller’s perspective and includes lecture, interactive discussion, real-life examples, an exercise where learners work though financial models as well as a sample acquisition. This workshop is for those considering a merger or acquisition as a buyer or a seller, those currently in the midst of one and even those who simply want to better understand the landscape in order to continue to navigate a course of independence. Topics include:
  • Strategic considerations for buying and selling
  • Valuation and contract negotiation
  • Common mistakes of buyers and sellers
  • Maximizing value as a buyer or seller
  • Financial analysis and operational integration
  • Practical considerations such as management changes, social integration, disgruntled stockholders, regulatory approval, etc.


Day One 8:30 am to 3:00 p.m.; Day Two 8:30 am to 11:30 a.m.
Optional private consultations with the instructors are available 3:00 to 5:00 pm Day One and 11:30 am to 12:30 pm on Day Two.
All materials will be provided, and lunch will be included on Day One.


Jeffrey C. Gerrish is Chairman of the Board and Philip K. Smith is President and Greyson Tuck is a member of the board of directors of the legal and consulting firms of Gerrish Smith Tuck. The firm’s expertise includes strategic planning for boards of directors and officers, community bank mergers and acquisitions, bank holding company formation and use, acquisition and ownership planning for boards of directors, and regulatory matters of concern to community banks.

Who Should Attend: Presidents, CEO, Chairmen and Directors


ICBA Members: (prior to May 15) $695 / (after May 15) $795
Nonmembers: $895
Bank Director Program Participants: $495
Nonbanker: $1,195
Community Banker University (powered by ICBA) 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: www.learningmarket.org.

10 CPE Credits

Program Level: Intermediate
Prerequisites: No previous experience and training necessary.
Delivery Method: Group-Live
Field of Study: Business Management & Organization

Hotel Information:
Room Rate: $169
Cutoff Date: 5/17/2020

To make your hotel reservation and secure the negotiated room rate:
Online: W Minneapolis - The Foshay
Phone: Call 612-215-3700 and reference ICBA Community Bank Mergers & Acquisitions Workshop

For special assistance needs, please call the hotel directly or contact Community Banker University at 800-422-7285.

For more information, call 800-422-7285.

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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.


Mr. Jeffrey C. Gerrish
Organization: Gerrish Smith Tuck, PC Attorneys and Consultants

Mr. Philip K. Smith
Organization: Gerrish Smith Tuck, PC Attorneys and Consultants

Mr. Greyson Tuck
Organization: Gerrish Smith Tuck, PC Attorneys and Consultants

Sessions information is not available at this time.

Track information is not available at this time.

Sponsor information is not available at this time.