Lessons learned from the past year of unanticipated change
Date and time: October 7, 2020 | 2:00-3:30 p.m. CT
Speaker: Marcie Bomberg-Montoya, Principal at Wipfli
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations and financial technology (fintech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.
What is your M&A strategy (or not)?
Date and time: October 14, 2020 | 2:00-3:30 p.m. CT
Speakers: Kevin Janke, Partner and Valuation, Forensic, Litigation Support Services Leader at Wipfli; Paul Ouweneel, Partner at Wipfli; Mike O’Meara, former owner of Peoples Bank Midwest; and Kelly George, President & Chief Executive Officer at mBank.
Kevin Janke, CPA, ABV, ASA
Kevin Janke has spent over 30 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills. Kevin has assisted in the successful sale of a wide range of clients in an array of industries including financial institutions, manufacturing, distribution, and automobile and truck dealerships.
Paul Ouweneel, CFA, CPA, CFP
Paul Ouweneel has 14 years of experience consulting with high-net-worth individuals and companies specializing in valuation as well as sell-side and buy-side merger and acquisition advisory. Paul has worked with financial institutions, manufacturing, distribution, industrial, agricultural, and food and beverage clients.
Michael J. O’Meara was born in 1950 and raised in western Wisconsin, mostly on a dairy farm in St. Croix county. While in college at University of Wisconsin-Eau Claire (UWEC), Mike and a partner started a travel company that became a very successful national travel business with a focus on high-end senior citizen group tours traveling worldwide. In 1991, after selling Holiday Vacations, Mike bought Peoples Bank of Hayward, which he owned for 30 years, growing it from a $70 million to a $400 million community bank. The bank was sold in October of 2019.
Mike was very involved in the communities served by his businesses. He was awarded “The Small Businessperson of the Year” by the Eau Claire Chamber of Commerce, the “Good Samaritan” award by Mayo Clinic and Entrepreneur of the Year by UWEC. He also had leadership roles in many business and nonprofit organizations in the region, including board of director on the Minneapolis Federal Reserve Bank, president of the Eau Claire Chamber of Commerce and junior achievement of Eau Claire. Mike and his wife Jane have lived in Eau Claire, Wisconsin since 1978 along with their children and grandchildren.
Kelly W. George has over 25 years of experience in the banking industry. He joined mBank in 2003 as the Executive Vice President and Chief Lending Officer in charge of the regulatory and lending administration turnaround of the previously known North Country Bank and Trust. After the successful rehabilitation of the bank and $30 million recapitalization, he was promoted to President & CEO of mBank and President of Mackinac Financial Corporation in 2006. Mr. George has served as a Director since 2006, as well.
Prior to mBank, he was the Senior Vice President and Chief Lending Officer of a $350 million community bank in North Central Ohio, also in charge of the credit administration and risk management turnaround of a regulatory challenged bank from 2000 to 2003. He spent several years prior as a Safety and Soundness Examiner-in-Charge at the Federal Reserve Bank of Cleveland, responsible for the oversight of FRB regulated community banking institutions, along with assisting with examinations of larger complex bank holding companies in the District and shared national credit reviews. He began his career in various retail banking, credit and commercial lending roles at the former Bank One and National City Bank in Cleveland, Ohio. Mr. George is a 1990 graduate of The Ohio State University with a BS in Economics and Minor in Finance.
The employee experience: What's ahead?
Date and time: October 21, 2020 | 2:00-3:30 p.m. CT
Speaker: Julia Johnson, Director of Organizational Performance at Wipfli
As an accomplished consultant with more than 25 years of diversified human resources and organizational development experience, Julia A. Johnson works closely with executive and senior management teams to enhance organizational performance through effective deployment of resources. She builds lasting relationships with clients and tailors recommendations for complex business issues supportive to the unique culture and business environment of each client.
As a national speaker, Julia is known for her engaging and entertaining presentation style while providing practical strategies and thought-provoking insights on managing your most critical asset — your employees.
2020 U.S. presidential election: Impact on the economy, business and jobs
Date and time: October 27, 2020 | 2:00-3:30 p.m. CT
Speaker: Andrew Busch, economist keynote speaker
Andrew Busch is the former 1st Chief Market Intelligence Officer for the U.S. government and economist at AndrewBusch.com. For the CFTC, he was charged with improving and enhancing the government’s understanding of the markets and the economy. His job was to take all of the news, information and data on the economy and markets, and filter it into condensed, easily understood research.
Andy provided economic and market briefings to White House, U.S. House, U.S. Senate, the SEC, the Federal Reserve Board and the U.S. Treasury staff on a wide range of issues, including extreme market volatility; China’s influence on the global commodity markets and trade; and the impact of technology on market dynamics and the economy. He continues to act as an outside advisor to the White House.
Prior to joining the CFTC, Mr. Busch was CEO and founder of a boutique financial markets and policy research firm, Bering Productions, Inc (BPI). Before BPI, he was the Global Currency and Public Policy Strategist for Bank of Montreal (BMO) in Chicago. He was an outside advisor to the U.S. Treasury and White House under the Bush administration.
Community Banking Forum 2020
As you can see, we have some truly excellent speakers leading the four webinars in our Community Banking Forum 2020. Don’t miss out — register today.