San Diego, CA
Gerry Smith, managing director of Western States for Austin Associates, will be speaking at the Western Independent Bankers’ (WIB) Education Summit & Expo on Tuesday, September 22 from 9:15 to 10:15 a.m. in San Diego. Gerry will present Incorporating M&A Into the Strategic Planning Process. His address will underscore the value of remaining proactive and preparing a strategic plan where key priorities are framed around board consensus. In addition, he will discuss the importance of understanding the basics of M&A policy, best practices and how to conduct a preliminary M&A analysis. WIB serves over 200 community and independent banks from 13 states and U.S. territories.