In these days of financial institution mergers and growth, change is ever present. This seminar explains why change is seen as threatening to most people, then provides insights on how to improve the process of innovation. Program presents a prescription for growth and management model to provide a vehicle for change.

Credit Hours: 6 Hours

Program discusses contents of a "ready response" program and anti-takeover devices available to an institution before an unwanted offer surfaces. Board and management responsibilities in connection with an acquisition are discussed. Emphasis is placed on the details of negotiating and closing an acquisition.

Credit Hours: 6 Hours

Presentation discusses how a deposit agreement can increase institution's deposit account-related fee income; how recent Uniform Commercial Code amendments permit most financial institutions to take advantage of freedom of contract to shift the risk of loss to the customer; and deposit agreement drafting with respect to forgeries and alterations.

Credit Hours: 3 Hours

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