Strategic Planning for Sub S Bank Shareholders

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Strategic Planning for Sub S Bank

Webinar or On-Demand Web Link (Link Includes

Wednesday, July 25, 2012


8:00 am -   9:30 am Pacific
9:00 am - 10:30 am Mountain
10:00 am - 11:30 am Central

11:00 am - 12:30 pm Eastern

Every bank has a
strategic plan crafted by management and the board, but shareholders of Sub S
banks face unique challenges that require advance planning, too.  Shareholder limitations, restricted forms of
capital, and family ownership are a few of the issues that must be considered
by Sub S banks.  This webinar is designed
to teach shareholders the right questions to ask bank management and boards to
assist them in maximizing their investment.


  • Aligning shareholders' goals with bank goals
  • Understanding the regulatory and business
    landscape to maximize your Sub S bank investment over the long term
  • Overcoming common obstacles Sub S bank
    shareholders face regarding succession and liquidity
  • Can your dividend policy support your capital
    policy in the absence of capital investment?
  • Alternatives for maintaining adequate capital
    without adding shareholders
  • Effective strategies for minority- and
    control-shareholder liquidity


This informative session
is directed to Subchapter S bank shareholders, board members, CEOs, and CFOs.

ABOUT THE PRESENTERS - Patrick J. Kennedy Jr. & William D. Sutherland,

Patrick J. Kennedy Jr. is President of the Subchapter S Bank Association
and a managing partner in the law firm of Kennedy Sutherland LLP, which
specializes in representing financial institutions throughout the US on
corporate, securities, and regulatory matters. 

Patrick helped promote federal legislation allowing
Subchapter S elections by banks and thrifts and organized the Subchapter S Bank
Association in 1997.  He and his firm
have assisted banks and their owners with subchapter S conversion as well as
mergers/acquisitions and other bank regulatory and corporate matters.  In addition, Patrick has served on numerous
industry-related committees and is a frequent author and lecturer.  He obtained his JD from St. Mary's University
School of Law in 1978 and is a licensed to practice in Texas and in the US
District Court for the Western District of Texas.

William D. Sutherland, VI is the Executive Director of the Subchapter S Bank
Association and a partner at Kennedy Sutherland LLP, where he focuses on
providing guidance to financial institutions in strategic and succession
planning, management and management structure, and improving risk management
practices.  Most of his career has been
in executive management in the banking and manufacturing industries.  Dub continues to focus on risk management and
management theory and the practical application of these theories in the
financial services industry.  He obtained
his JD from St. Mary's University School of Law.