Jeff Cardone presented at the Florida Bankers Association’s Asset Liability Management Conference

March 3, 2020

Jeff Cardone presented at the Florida Bankers Association’s Asset Liability Management Conference on January 31, 2020 in Orlando, Florida. The presentation titled “Capital Planning in 2020 – Key Considerations for Bank Executives” focused on best practices for community banks with respect to raising capital, including an update on the new community bank leverage ratio, strategic capital planning matters and how to approach capital management, and succession planning and defensive capital planning options.

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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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