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Gerrish McCreary Smith Consultants and Attorneys is a national leader in assisting community banks, thrifts, credit unions, and their respective holding companies in a variety of transactions including mergers and acquisitions, going private transactions, stock and mutual holding company formations, credit union to bank conversions, and Subchapter S reorganizations as well as capital raising through common stock private placements and the issuance of trust preferred securities. On the consulting side, many of the firm’s directors facilitate strategic planning retreats for Boards of Directors and executive officers as well as prepare financial models to assist Boards and executive management with strategic decision making.

The firm’s attorneys and consultants are experienced in assisting investor groups and community bank clients in organizing new banks, offering bank regulatory guidance and examination preparation, and assisting troubled or problem banks in negotiating, contesting, and complying with regulatory enforcement actions. In addition, the firm offers advice and guidance to community bank clients regarding executive compensation and employee benefit plans.

 

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Pacific Coast Banking School
Bellevue, Washington
August 25-29, 2014
Philip K. Smith, Speaker
Greyson E. Tuck, Speaker

CAPITAL PLANNING, IPOs AND BANK VALUATION
Workshop on Community Bank Investment & Asset Liability Management
Graduate School of Banking at Colorado
The Bellagio
Las Vegas, NV
September 5, 2014
Jeffrey C. Gerrish, Speaker

BUILDING SHAREHOLDER VALUE: MERGER AND ACQUISITION OPPORTUNITIES
Workshop on Community Bank Investment & Asset Liability Management
Graduate School of Banking at Colorado
The Bellagio
Las Vegas, NV
September 5, 2014
Jeffrey C. Gerrish, Speaker

IT'S TIME FOR SUBCHAPTER S
On-line Seminar
Graduate School of Banking - Wisconsin
September 10, 2014
Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS
On-line Seminar
Graduate School of Banking - Wisconsin
September 11, 2014
Philip K. Smith, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION
On-line Seminar
Graduate School of Banking - Wisconsin
September 11, 2014
Philip K. Smith, Speaker

COMMUNITY BANK SURVIVAL GUIDE: YOU MUST CHANGE!
Independent Bankers of Colorado / IBC Education Foundation
41st Annual Convention
Vail Marriott Mountain Resort
Vail, Colorado
September 18-20, 2014
Philip K. Smith, Speaker

EFFECTIVE BOARD LEADERSHIP
Independent Community Bankers of Colorado
September 20, 2014
Greyson E. Tuck, Speaker

RESOLVING AN UNEXPECTED COMPLIANCE EMERGENCY
Independent Community Bankers of Colorado
September 20, 2014
Greyson E. Tuck, Speaker

ICBA LEADERSHIP CONFERENCE
Independent Community Bankers of America
September 22-23, 2014
Greyson E. Tuck, Speaker
Cliston V. "Doc" Bodine, III, Speaker

REGULATION E MADE EASY
WIB Educational Summit
September 24, 2014
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE THROUGH CORPORATE TRANSACTIONS
On-line Seminar
Graduate School of Banking - Wisconsin
October 7 & 9, 2014
Greyson E. Tuck, Speaker

ANNUAL CEO/DIRECTORS CONFERENCE & LEADERSHIP BANKER DEVELOPMENT MEETING
Community Bankers of West Virginia
October 10, 2014
Greyson E. Tuck, Speaker

COMPENSATION PRACTICES
Webinar
Independent Community Bankers of America
October 14, 2014
Cliston V. "Doc" Bodine, III, Speaker

DIRECTOR AND "C-SUITE" STRATEGIES FOR A NEW ENVIRONMENT
Independent Community Bankers of America
Montelucia Resort
Scottsdale, AZ
October 14-15, 2014
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

ICBA ANNUAL DIRECTORS CONFERENCE
Independent Community Bankers of America
Montelucia Resort
Scottsdale, AZ
October 16-19, 2014
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker

THE COMMUNITY BANK SURVIVAL GUIDE: CREATING TRUE VALUE FOR YOUR STOCKHOLDERS
Advanced Management Forum
Graduate School of Banking - Wisconsin
October 29-31, 2014
Philip K. Smith, Speaker

DIRECTOR SERIES: DEVELOPING AN EFFECTIVE SUCCESSION PLANNING STRATEGY FOR MANAGEMENT AND THE BOARD
Financial Education & Development, Inc.
November 4, 2014
Jeffrey C. Gerrish, Speaker

ANNOUNCEMENTS:

Philip Smith worked with ICBA to prepare a three part DVD series addressing Tips for Strategic Planning, The New Merger and Acquisition Market and Compliance for Bank Directors. This DVD series addresses timely topics within the strategic planning, merger and acquisition and compliance functions that will benefit your directors and officers, and is available for purchase online (Purchase Form).

You may also wish to subscribe to The Chairman’s Forum Newsletter, a monthly electronic newsletter published by Jeff Gerrish and Philip Smith. Please contact us for subscription information.