IN-PERSON EVENT   |   Tuesday, May 13, 2014   |   8:30 a.m. - 1:30 p.m.
 
2014 Financial Institution Strategic Forum                                     
 
Join McGladrey, Barack Ferrazzano and Raymond James for the 2014 Financial Institution Strategic Forum, a complimentary seminar addressing the critical issues all bankers need to understand in today’s complex and fast-paced marketplace.

Topics will include:
  • M&A landscape
  • Capital structure
  • Profitability 
  • Regulatory environment
Location
Hyatt Lodge at McDonald's Campus
2815 Jorie Boulevard
Oak Brook, Ill.

Keynote Presenter

























Presenters

















































John Behringer
Director
McGladrey LLP

John has more than 13 years of public accounting experience working specifically with commercial banks, both privately and publicly held, and de novo institutions, mortgage banks, investment companies and broker dealers. He focuses on providing advisory and risk management consulting services to commercial banks.

CPE credit available
McGladrey LLP is pleased to offer up to 4.0 CPE credits for attending this event.


McGladrey LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.learningmarket.org.

Advanced preparation: None | Program level: Basic | Prerequisites: None
Field of study: Management advisory services | CPE credit: up to 4.0.

 
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Daniel Weber
Senior Vice President
Raymond James

Daniel has led and participated in numerous transactions, including mergers and acquisitions, capital offerings and general advisory assignments for depository institutions on both coasts and in the Midwest.

John Freechack
Chairman Financial Institutions Group
Barack Ferrazzano

John is the chairman of the Barack Ferrazzano Financial Institutions Group.  With 30 bank attorneys representing over 250 financial institutions, he heads one of the largest and most experienced practice groups representing community and regional banks in the country.  He advises clients on M&A, corporate and securities law and strategic issues.

Register

Tim Moritz
Partner
McGladrey LLP

Tim has over 20 years experience in public accounting and financial institutions.  He is a firm-designated financial institutions specialist working with banks ranging from start-ups to those with $10 billion in assets.
His experience includes providing audit and accounting services for public and private bank holding companies and community banks.

Van Dukeman
President and Chief Executive Officer
First Busey Corporation

Mergers of equals, acquisitions, raising capital publicly and privately, conquering regulatory and asset quality challenges, diversifying earnings sources……

Van Dukeman has experienced them all in successfully reshaping First Busey to be poised for the new banking environment we are all facing.  Focusing on a fortress balance sheet, diverse fee income initiatives and profitable growth opportunities, Van will share how First Busey is dealing with its challenges and setting its path to enhanced strength and profitability in the future.

First Busey is a diversified financial holding company for Busey Bank, Busey Wealth Management, Firstech, Inc. (a retail payment processing company) and Trevett Capital Partners (a wealth management division of Busey Bank serving high-net worth clients in southwest Florida).  First Busey has approximately $3.6 billion in total banking assets and manages approximately $4.7 billion for other investors through its wealth management subsidiaries.

Robert Fleetwood
Partner
Barack Ferrazzano

Rob Fleetwood is head of the financial institutions group’s securities law practice area.  He regularly represents financial institutions on public and private securities offerings, recapitalizations, mergers and acquisitions, corporate governance matters and contract negotiations.  Additionally, he works closely with clients on their continued compliance with federal and state securities laws, including reporting under the Securities Exchange Act and with corporate governance matters.

John Geiringer
Partner
Barack Ferrazzano

John Geiringer leads the financial institutions group’s regulatory practice area. He is a well known banking attorney who handles regulatory compliance and enforcement issues for banks across the country.  John is the Chairman of the Enforcement, Insider Liability and Troubled Banks Subcommittee of the American Bar Association’s Committee on Banking Law.
John Freechack
Chairman/Financial Institutions Group
Barack Ferrazzano

John is the chairman of the Barack Ferrazzano Financial Institutions Group.  With 30 bank attorneys representing over 250 financial institutions, he heads one of the largest and most experienced practice groups representing community and regional banks in the country.  He advises clients on M&A, corporate and securities law and strategic issues.