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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.

 

COMMON MISTAKES IN THE NEW MERGERS AND ACQUISITIONS MARKET
CEO / Director Forum
Independent Community Bankers Association of New Mexico
Drury Santa Fe Plaza Hotel
May 22, 2015
Philip K. Smith, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Southwestern Graduate School of Banking,
Southern Methodist University
Dallas, Texas
June 1-3, 2015
Philip K. Smith, Instructor

WEBEQUITY SOLUTIONS TECHNOLOGY SUMMIT
WebEquity Solutions
St. Louis, Missouri
June 26, 2015
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE
Graduate School of Banking - Colorado
July 13-15, 2015
Greyson E. Tuck, Speaker

NAVIGATING THE REGULATORY ENVIRONMENT
Graduate School of Banking - Colorado
July 13-15, 2015
Greyson E. Tuck, Speaker

COMMUNITY BANK CAPITAL RAISING SIMPLIFIED
ICBA Audio Conference
July 14, 2015
Greyson E. Tuck, Speaker

CREDIT UNIONS IN A CONSOLIDATING INDUSTRY: ACQUIRING ANOTHER INSTITUTION OR BRANCH
Credit Union Webinar
July 21, 2015
Jeffrey C. Gerrish, Speaker

REGULATION E MADE EASY
Financial Education & Development Webinar
July 22, 2015
Greyson E. Tuck, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Graduate School of Banking at Madison
Madison, Wisconsin
August 3-5, 2015
Philip K. Smith, Instructor

WEBEQUITY SOLUTIONS MIDWEST LENDING SUMMIT
WebEquity Solutions
Chicago, Illinois
August 7, 2015
Greyson E. Tuck, Speaker

COMPLIANCE PITFALLS AND HOW TO AVOID THEM
Audio Conference
Independent Community Bankers of America
August 18, 2015
Cliston V. "Doc" Bodine, III, Speaker

ENHANCING SHAREHOLDER VALUE: WITH OR WITHOUT SALE
Pacific Coast Banking School
Bellevue, Washington
August 31 - September 4, 2015
Philip K. Smith, Instructor
Greyson E. Tuck, Instructor

STRATEGIC PLANNING YEARS 1, 3 & 5: SCOPE, TECHNIQUES & ELEMENTS IN DRAFTING YOUR WRITTEN PLAN
Financial Education & Development Webinar
September 2, 2015
Jeffrey C. Gerrish, Speaker

FORMING AND USING THE BANK HOLDING COMPANY TO CREATE VALUE
On-line Seminar
Graduate School of Banking - Wisconsin
September 9, 2015
Philip K. Smith, Speaker

COMMON MISTAKES IN MERGERS AND ACQUISITIONS
On-line Seminar
Graduate School of Banking - Wisconsin
September 9, 2015
Philip K. Smith, Speaker

FINANCIAL EVALUATION OF MERGERS AND ACQUISITIONS
Graduate School of Banking at Wisconsin
Webinar
September 15, 2015
Greyson E. Tuck, Speaker

FIVE WAYS TO IMPROVE THE VALUE OF YOUR ORGANIZATION
On-line Seminar
Graduate School of Banking - Wisconsin
September 17, 2015
Philip K. Smith, Speaker

CAPITAL PLANNING IN THE CURRENT ENVIRONMENT
On-line Seminar
Graduate School of Banking - Wisconsin
September 17, 2015
Philip K. Smith, Speaker

ICBA LEADERSHIP DEVELOPMENT CONFERENCE
Independent Community Bankers of America
Indianapolis, Indiana
September 20-23, 2015
Greyson E. Tuck, Speaker
Cliston V. "Doc" Bodine, III, Speaker

REGULATION E MADE EASY
Graduate School of Banking - Wisconsin
Webinar
September 22, 2015
Greyson E. Tuck, Speaker

RESOLVING AN UNEXPECTED COMPLIANCE EMERGENCY
Graduate School of Banking - Wisconsin
Webinar
September 29, 2015
Greyson E. Tuck, Speaker

WEBEQUITY SOLUTIONS 20TH ANNUAL LENDING CONFERENCE & CUSTOMER ADVISORY BOARD
WebEquity Solutions
Omaha, Nebraska
September 29 - October 1, 2015
Greyson E. Tuck, Speaker

WEBEQUITY SOLUTIONS TECHNOLOGY WEBINAR
WebEquity Solutions
October 8, 2015
Greyson E. Tuck, Speaker

EFFECTIVE COMMUNITY BANK STRATEGIC PLANNING
ICBA Audio Conference
October 20, 2015
Greyson E. Tuck, Speaker

REGULATION W: A SURVIVOR'S GUIDE
Audio Conference
Independent Community Bankers of America
November 10, 2015
Cliston V. "Doc" Bodine, III, Speaker

ICBA COMMUNITY BANK CHAIRMAN'S FORUM
Las Vegas, Nevada
November 12-13, 2015
Jeffrey C. Gerrish, Speaker
Philip K. Smith, Speaker