Join Moss Adams LLP; Manatt; and Milestone Advisors, LLC for a complimentary seminar created for community bank CEOs, CFOs, board members, controllers, and finance executives in Southern California. We will cover current issues of critical importance to community banks. Topics we'll address include:
- Raising capital (public vs. private markets)
- M&A (FDIC-assisted and whole bank)
- Loan sales and participations
- Fair value accounting
- Legislative and regulatory developments
Presenters:
C. Matthew Allen, Managing Director, Milestone Advisors LLC
C. Matthew Allen is a Managing Director of Milestone Advisors LLC and leads the Bank and Thrift Group. Mr. Allen's responsibilities include the origination, structuring, and negotiation of merger and acquisition transactions, valuation of financial institutions, and identification and implementation of strategic alternatives for banks, thrifts and specialty finance companies. Matt is also responsible for structuring asset and liability sales, branch acquisitions and divestitures, and offerings of all types of equity and debt securities.
Todd Batchelor, CPA; Business Assurance Senior Manager, Financial Institutions Group, Moss Adams LLP
Mr. Batchelor has more than 17 years of accounting and finance experience primarily serving financial institutions and SEC reporting companies. He was a lead senior manager in the Carolinas at one of the "Big 4" firms for several years, and is now a lead senior manager within the Southern California Financial Institutions Practice. Mr. Batchelor has served financial institutions ranging in asset size from $100 million in total assets to over $30 billion in total assets.
Joshua A. Dean, Partner, Financial Services & Banking, Manatt
Mr. Dean's practice focuses on corporate and securities matters, including mergers and acquisitions, public and private offerings of equity and debt securities, capital markets transactions, venture capital investments and proxy contests. He also regularly advises clients on their corporate governance requirements, regulatory issues and SEC reporting and disclosure obligations. Mr. Dean performs services for a broad range of clients, from closely held concerns to exchange-listed companies.
T.J. "Mick" Grasmick, Partner, Financial Services & Banking, Manatt
Mr. Grasmick's practice focuses on mergers and acquisitions, non-banking activities, formation of new banks, interstate and other expansion by banks, bank holding companies and other financial institutions and the requirements and restrictions on expansion of state and federal bank regulatory agencies; bank supervision and examination, and general banking corporate matters and regulatory and legislative developments.
R. Patterson Jackson, CEO and Founder of Milestone Asset Resolution Company, LLC (MARC) and a Managing Director of Milestone Advisors, the investment banking affiliate company of MARC.
At MARC, Mr. Jackson is responsible for strategic direction and management and business development activities. He is the former CEO and Founder of IndyMac Commercial Lending Corporation, which he developed, launched, and grew into a leading nationwide small balance commercial and multifamily lending platform with annualized production of $1 billion. Previously, Mr. Jackson was CEO of IndyMac's Specialty Products Group, including the Home Equity and Home Construction Lending divisions and Financial Freedom Senior Funding Corporation, which he acquired from Lehman Brothers and for which he served as Chairman. Under his leadership, loan production of specialty products exceeded $9 billion annually, contributing more than $170 million in annual net profits.
Kaveh Varjavand, CPA; Partner-in-Charge, Southern California Financial Institutions Group, Moss Adams LLP
Mr. Varjavand has more than 24 years of accounting and finance experience, primarily serving financial institutions and SEC reporting companies in California. Mr. Varjavand's services to financial institutions include financial statement audits, SEC filings and registration statements, IPOs, internal control evaluations, initial acquisition audits, loan file reviews, and mergers and acquisitions consulting.