Wednesday, June 24, 2009

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

The current economic climate has had a major impact on bank values and what will drive value for financial institutions hereafter. Current issues in valuations, including earnings quality and the impact on values now and in the future, will be identified. In addition, your bank will learn about the use of market comparables, volatility of the stock market, and how discounts apply to the conclusion of value.

HIGHLIGHTS

· The impact of current economic conditions on bank values

· Discussion of focus and quality of earnings

· S Corporations effect on values and the benefits

· Overview of methods including new asset value, income approach, and market method

· Discounts applied, including marketability and minority

WHY SHOULD YOU PARTICIPATE?

This session is a cost-effective way to learn about trends in bank values and the impact on current economic conditions. It will also help bankers understand current valuation issues and the impact of discounts on the final conclusion of value. You may train as many individuals as you like for one set price. There will be no travel costs, no time lost from work, and no one will be required to leave the institution.

WHO SHOULD ATTEND?

This informative session will benefit board members, chief executive officers, chief financial officers, and other accounting officers.

Please note: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webcast, your registration fee also includes one internet connection from a single computer terminal.

ABOUT THE PRESENTER – Ronald E. Nielsen, CPA/ABV, ASA, CFE, CVA, CFF

Ron is a partner in the Des Moines, Iowa office of Clifton Gunderson LLP, a national CPA and advisory firm. With over 20 years of experience in valuation and business consulting for medium-sized, closely-held businesses, he provides specialized consulting services, including valuation of financial institutions. He also provides business planning, business succession, and exit strategies for banks and their shareholders.

Ron is a CPA and specializes in valuation and forensic services. He is a member of the American Institute of CPAs, Iowa Society of CPAs, American Society of Appraisers, Association of Certified Fraud Examiners, and Association of Certified Valuation Analysts.

WHAT IS A TELEPHONE/WEBCAST SEMINAR?

This training method allows unlimited listeners on your office speaker phone. By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials will be sent prior to the broadcast along with hookup instructions. Your pin number, hookup instructions and handouts will be emailed to you. You will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.

CAN’T ATTEND THE SCHEDULED TRAINING? ORDER THE AUDIO/VISUAL CD ROM!

As an added benefit, you may purchase a CD Rom* of this presentation. The CD includes the original audio/visual presentation, the question and answer sessions, and the handouts. In addition, you will be able to contact the presenter if you have follow-up questions. Use this “off-the-shelf” training program for those that could not attend the live seminar and for future training. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE.

*CD Rom for PC use only