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Economic and M&A Outlook for Banking: What to expect in 2013

Overview

So much of M&A depends on certainty in the marketplace. Please join us for a webinar focused on the economic and M&A outlook for the coming year. Our industry and economic experts will provide insights into the current economy, likely policies in the next year and the impact of foreign markets on the U.S. Economy.

M&A activity has slowly been increasing in 2012. What are the conditions impacting deal flow and where have Banks been finding acquisitions - both in terms of depository institutions and non-depository acquisitions?

Rick Childs of Crowe Horwath will provide a current industry update on the landscape of M&A for financial institutions, while Chad Kellar, also of Crowe Horwath, will provide insights into specific risks in acquiring non-depository institutions. 

And you will certainly also want to hear what Dr. McTeer, Distinguished Fellow at the National Center for Policy Analysis, has to say about: the macro-economy and the likely stance of monetary policy during 2013, along with the implications of different reactions to the fiscal cliff. He will also discuss the international implications of the European debt crisis, the slowdown in China, and the threat of a contraction of world trade.

Sponsored by

Crowe Howarth 200px


Recorded
November 14, 2012

90 minutes



Agenda
Learning Objectives
Panelists
Pricing and Registration
CE Credits
Agenda
Who Attends?
  •  Landscape for M&A
    • Government assisted
    • Open-bank transactions
    • Non-depository acquisition
  • M&A due diligence insights: risks to acquiring non-depository institutions
    • Mortgage companies
    • Insurance agencies
    • Wealth management
  • Economic Outlook
    • Commentary on 2013 monetary policy  
    • Fiscal cliff
    • Threat of world trade contractions
  • CEOs, CFOs, Board Members
  • Development/Strategic Planning
  • Private Equity Investors
  • Senior credit officers
  • Senior risk officers
  • Leverage the experiences and outcomes of recent transactions to better inform and execute on your strategic plan
  • Develop a better understanding of the risks of non-depository institutions
  • Incorporate monetary policy expectations, deficit reduction options, and global economic conditions into your institution's strategic plan
Rick L. Childs, CFA, CPA -  Crowe Horwath LLP
Director, Financial Institutions Group
Rick Childs, a director in Crowe Horwath LLP’s financial advisory services group, has been with the firm for 25 years. Based in the firm’s Indianapolis, IN, office, Childs’ expertise lies in many areas of corporate finance, including merger and acquisition planning, valuation, feasibility, pricing and funding alternatives, strategic planning for thrifts and banks, de novo banks and trust companies, capitalization structures and capital funding alternatives, business performance measurement and financial institution valuations. You can connect with Rick Childs by viewing his profile on LinkedIn.
  
Chad Kellar -  Crowe Horwath LLP
Senior Manager
At Crowe Horwath, Chad's focus is consulting with financial institutions regarding whole bank acquisitions, branch acquisitions, and select asset acquisitions including distressed loan portfolio sales and regulator-assisted transactions.
 
He has presented at various financial institution regulatory training sessions regarding mergers and acquisitions and other complex financial institution accounting matters. He has provided acquisition advisory services to financial institutions ranging from de novo institutions to large regional banks, as well as private equity and other institutional investors investing in financial institutions. Services provided include due diligence investigations, financial projections, financial instrument valuations, purchase price allocation, deal structuring, and SEC and regulatory reporting.

Many of the assignments undertaken by Chad have involved leading teams of technical and subject matter experts. Chad has significant experience in the valuation of loans, debt instruments, and other financial instruments, as well as intangibles acquired through financial institution business combinations such as core deposit, wealth management, payment processing, and trade name intangibles. In addition to open-bank acquisition consulting, he has advised several financial institutions in acquiring failed banks from the Federal Deposit Insurance Corporation, including bid structuring and leading due diligence investigations.

Chad is a graduate of Indiana University and is a certified public accountant, licensed in Indiana. In addition, he is a member of the American Institute of CPAs and the Indiana CPA Society.
 
Bob McTeer -  National Center for Policy Analysis (NCPA)
Distinguished Fellow
Dr. Robert McTeer is a Distinguished Fellow at the National Center for Policy Analysis (NCPA) covering macroeconomic issues, including monetary policy, fiscal policy, tax and education - as well as Senior Economic Advisor at Commerce Street Capital. Recently, Dr. McTeer played a leading role in urging Congress to suspend the onerous mark-to-market rule. Mark-to-market accounting caused many banks and other financial institutions to fail during the recent financial crisis. Often testifying before Congress, he has had a profound impact on decisions being made in Washington, especially those that directly impact the bottom line of millions of Americans whose wealth is tied to physical assets and investments in the stock market.

Prior to joining the NCPA, he was chancellor of the Texas A&M University System and President of the Federal Reserve Bank of Dallas. As President of the Dallas Fed Dr. McTeer was also a member of the Federal Open Market Committee. He serves on the Board of Directors of Westwood Holdings in Dallas and on the Board of Overseers of the University of Georgia's Terry College of Business, where he was named Distinguished Alumnus in 1991.

Dr. McTeer is a regular contributor on CNBC and frequently is interviewed by Bloomberg TV and radio, and has written several financial columns for The Wall Street Journal and other national publications. He is past president of the Association of Private Enterprise Education, a national association of free enterprise scholars and others who advocate market solutions to public policy problems, and a former board member of the National Council on Economic Education.

Bob was featured as a Texas Legend in Business in 2004 by the Texas Cable News Network. As a Fed policymaker, he gained a national reputation as an independent voice. His outspoken views and plain talk earned him the labels, the "Lone Star Loner" and "Lonesome Dove." But he acknowledges that he's been called worse. Dr. McTeer earned his Ph.D. in economics from the University of Georgia and is well-known for writing poetry related to financial issues.

Economic and M&A Outlook for Banking: What to expect in 2013

Recorded   November 14, 2012
90 minutes
Free for SNL Subscribers*

$ 199 for All others
View on your desktop, or stream to your mobile device. Registration grants you unlimited access to the webcast and to hard copy print outs of the associated Power Point slides. Not sure if you're a subscriber? Call (888) 275-2822



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