9 Class Hours
Instructor: Greyson Tuck
Why this course is important:
Enhancing shareholder value is a fundamental responsibility for community bank directors and senior officers. In today’s evolving regulatory and banking landscape, leaders must be well-versed in the strategic options available to grow institutional value—whether through remaining independent, pursuing mergers and acquisitions, or implementing financial and operational improvements tailored to their bank’s unique goals and market position.
This five-day course offers an interactive, practical exploration of the many ways community banks can enhance shareholder value. Led by Mr. Tuck, whose nationwide experience includes advising banks on strategic planning, sales, and M&A, the course will cover actionable strategies ranging from holding company utilization and stock repurchase planning to employee incentives, ESOPs, and governance best practices. Participants will gain insight into both sale-based and non-sale-based methods to increase value and will leave with a clear understanding of how to align strategy with shareholder interests.
Key takeaways of this course:
- Assess how the regulatory and community banking environment affects shareholder value
- Design and evaluate strategies to enhance long-term shareholder value
- Explore financial techniques for growth, capital management, and talent retention
- Understand the mechanics and strategic considerations of mergers and acquisitions
- Learn key principles for pricing and negotiating bank or branch acquisitions
Annual School Session
Third Year Elective Course
Competency: Innovation & Engagement