Scenario Planning, M&A, & Strategic Options: The New Defensive Playbook


Community banking has changed dramatically in the last 10 years: yields are down, deposits are scarce, and economic headwinds are erratic. All too often, the largest banks are setting the paths that smaller banks must follow. Traditional operating methods that worked in the past can no longer make a difference in turning the situation around. The only true option that works is M&A — but only if banks analyze targets under different scenarios to make sure they can provide a meaningful solution, now and in the future. This session will show bank executives and directors why they must use new methods to understand their bank’s performance now, and how it will change with an acquisition.

Adam Mustafa
Chief Executive Officer and Co-Founder
Invictus Group