Jeff Cardone presented at the Wisconsin Bankers 2019 Directors Summit

May 30, 2019

Jeff Cardone presented at the Wisconsin Bankers 2019 Directors Summit on May 29 and May 30, 2019. The presentation titled “Corporate Governance Hot Buttons in Today’s Regulatory Environment.” The presentation focused on evolving trends in corporate governance, including topics related to regulatory reform, how M&A and capital alternatives fit into the Board’s strategic plan, incentive compensation, cybersecurity and vendor management.

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Update for SEC Disclosure Requirements

April 24, 2019

The Securities and Exchange Commission recently adopted amendments that further modernize and simplify the disclosure requirements for filings submitted to the SEC. The attached newsletter provides a review of certain changes resulting from these amendments.

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Jeff Cardone presented at the Independent Bankers Association of New York State 2019 Directors Conference on April 16 and April 17, 2019

April 20, 2019

Jeff Cardone presented at the Independent Bankers Association of New York State 2019 Directors Conference on April 16 and April 17. The presentation titled “Considering Capital and M&A in the Strategic Plan.” The presentation focused on how M&A and capital alternatives fit into the Board’s strategic plan and discussed key considerations with respect to raising capital and M&A transactions, including the new capital rules and framework under the Regulatory Relief Act, critical elements of a successful M&A transaction and compensation issues.

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