Jeff Cardone presented at M&T Bank’s and The Bonadio Group’s 2019 Financial Institutions Seminar

December 2, 2019

Jeff Cardone presented at M&T Bank’s and The Bonadio Group’s 2019 Financial Institutions Seminar on November 12 and November 13, 2019 in Syracuse and Albany, NY. The presentation titled “Next Steps – Different Alternatives to Raise Capital, Merge, Acquire or Be Acquired” discussed different capital alternatives for community banks, including the new Community Bank Leverage Ratio, and emerging trends with respect to community bank M&A transactions.

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Jeff Cardone presented at the Wisconsin Bankers Association’s 2019 Directors Summit

October 28, 2019

Jeff Cardone presented at the Wisconsin Bankers Association’s Directors Summit on October 15, 2019 in Madison, Wisconsin. The presentation titled “Corporate Governance Hot Topics” focused on strategic planning best practices for community bank boards and senior management related to capital planning and mergers and acquisitions and also discussed recent regulatory developments, including the community bank leverage ratio final rule issued by the FDIC and the SAFE Banking Act related to banking cannabis-related businesses.

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Jeff Cardone and Ben Azoff presented at the Independent Bankers Association of New York State’s 2019 Executive Symposium

September 27, 2019

Jeff Cardone and Ben Azoff presented at the Independent Bankers Association of New York State’s 2019 Executive Symposium on September 10, 2019. The presentation, titled “Critical Issues Facing the Leadership of Today’s Community Banks” focused on current trends and issues impacting community banks, including the current mergers and acquisitions landscape, emerging regulatory trends and corporate governance hot topics.

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Gary Lax presented “Banking the Hemp Industry” at the Indiana Bankers Association Annual Convention

September 20, 2019

Gary A. Lax presented “Banking the Hemp Industry” at the Indiana Bankers Association Annual Convention on September 17, 2019, in French Lick, IN. The presentation discussed Industrial Hemp, the status of federal and state laws, and the elements of a risk assessment and compliance program to on-board customers and provide financial products and services to growers and handlers, as well as Hemp merchants.

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