Wipfli understands the challenges you face as an executive officer or a director of a community bank. With that in mind, The Community Banking Forum has been designed exclusively for executive officers and board members of community banks.

This event will provide you with information and insight into current topics that are deeply impacting community banks today. The speakers, the topics, and the value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss!

 AGENDA

8:00 - 8:30 a.m. Registration and continental breakfast

8:30 - 10:15 a.m. Keynote Address: Change or Die?
Don Shafer, Chairman and Co-Founder, BancVue ®

10:15 - 10:30 a.m. Break

10:30 a.m. - Noon General Session: Mergers and Acquisitions in the Community Banking Industry
Brian Buchholz, Partner, Wipfli LLP
Kevin Janke, Partner, Wipfli LLP
Jeff Milkie, Leader, WCF Advisors LLC

Noon - 1 p.m. Lunch

1:00 - 2:30 p.m. Breakout Sessions

Breakout 1 – Troubled Debt Restructurings and Allowance for Loan and Lease Loss Methodology
Matt Bollinger, Senior Manager, Wipfli LLP

Breakout 2 – For Goodness Financial Sake Succession Plan
Pam Schneider, Partner, Wipfli LLP

2:30 - 2:45 p.m. Break

2:45 - 4:15 p.m. General Session - Panel Discussion: The State of the Financial Services Industry: A Compliance, Regulatory, and Legal Update
Regulatory: Pam Rich, FDIC
Attorneys: John Knight, Boardman Law Firm, and Jim Sheriff, Godfrey and Kahn
Compliance:  John Moniak, Senior Manager, Wipfli LLP
Moderator: Mark Koehl, Partner, Wipfli LLP (WI)

4:15 p.m. Event concludes 

SESSION DESCRIPTIONS 

Keynote Address
Change or Die?
What is the probability that your bank will be in business in ten years? How do you think the CEOs of the New York Times, Tower Records, Borders Books, Barnes & Noble, Blockbuster, and thousands of travel agencies would have answered that same question ten years ago?

When asked the question, some community bank CEOs have said they are not concerned about what happens ten years from now because they plan to retire before that time. Other CEOs unrealistically think that even though times are tough now, they are still doing okay and expect the tide to turn for the better as it has in the past. Get real! If you don’t find ways to get younger people to bank with you, how do you expect to survive and thrive?

This session promises to be thought provoking, entertaining, and, most importantly, filled with ways to enable you to think differently, motivate you to change, and empower you to thrive.

Keynote Speaker
Don Shafer, Chairman and Co-Founder, BancVue ®
Don Shafer, BancVue® Chairman and co-founder, has provided innovative products to financial institutions for over 15 years. Shafer founded Banking Solutions, Inc. (BSI) and launched Cash Flow Manager, an accounts receivable/factoring program that funded more than a billion dollars in receivables in 1998 alone. While he served as CEO, BSI helped launch FundsXpress, Inc., which now works with more than 650 financial institutions.

After testing REWARDChecking® with a handful of pilot institutions, Shafer took this innovative checking account nationwide, with the subsequent rapid growth and expansion of BancVue firmly establishing the account’s popularity. Most recently, Shafer and CEO Gabriel Krajicek received the 2011 Ernst & Young Entrepreneur of the Year Award for Central Texas.

General Session
Mergers and Acquisitions in the Community Banking Industry
According to FactSet Mergerstat, there was a total of 9,116 mergers and acquisitions announced in 2010, a 34% increase from 2009. And it does not appear the trend will slow down in the near future. Experts are predicting a wave of consolidation for the banking industry as well. In this session, Wipfli partners Brian Buchholz and Kevin Janke and WCF Advisors leader Jeff Milkie will highlight the bank M&A process both from the sell and buy side and discuss matters related to deal pricing.

Breakout Sessions
Troubled Debt Restructurings and Allowance For Loan and Lease Loss Methodology
Properly identifying, reporting and accounting for a troubled debt restructuring (TDR) is not always clear cut. New guidance recently issued by the Financial Accounting Standards Board has helped to clarify TDR identification.  In this session, Wipfli senior manager Matt Bollinger will discuss the new guidance and the accounting involved with TDRs. He will also discuss the current trends and methodologies to be used in determining the adequacy of your institution’s allowance for loan and lease loss account.

For Goodness Financial Sake Succession Plan
Recent statistics from the U.S. Department of Labor state that by 2012 the segment of the work force that is 55 or older will have increased by 19.1%. As a large segment of the work force ages, succession plans are vital to your bank’s continuity and to the future of your bank. In this session, Pam Schneider will discuss succession planning and suggest objectives as you develop the plan for your bank. She will also highlight the steps for developing a succession plan, the common challenges banks face when implementing succession plans, and the key attributes to consider when choosing successors.

General Session – Panel Discussion
The State of the Financial Services Industry: A Compliance, Legal, and Regulatory Update
Change is constant in the financial services industry, whether it requires complying with new regulations, responding to competitive challenges in the marketplace, or finding new sources of capital to fund growth. In this session, the panel will provide an update on the compliance, legal, and regulatory environment for banks, including an update on Dodd-Frank, a review of the changes in FDIC assessments, changes in compliance and risk standards, and changes in OTF. This program will provide valuable information necessary to navigate your bank toward success in the future. 

 LOCATION

 If you have any questions regarding this event, please contact Mary Boortz at mboortz@wipfli.com or 715.858.6677.