Tuesday May 20, 2014 from 8:15 AM to 4:30 PM EDT
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Bryan Cave Atlanta Office 
1201 West Peachtree St. NW
Fourteenth Floor
Atlanta, GA 30309

Driving Directions 


Shannon Lambe 
Porter Keadle Moore, LLC 

Join us for the 2014 Subchapter S Bank Forum as we discuss how community

banks can make the most of the tax benefits associated with S Corporation status.

With all of the added pressure on today's community banks, we will discuss how

to deliver results to your shareholders as a high performing independent bank

using an S Corporation structure. We hope to see you there!



Tuesday, May 20, 2014

Bryan Cave Atlanta Office
1201 West Peachtree Street, NW | One Atlantic Center
Fourteenth Floor | Atlanta, GA 30309

$125 per person | $75 for each additional person from same institution

Earn 6 hours of CPE (4 General and 2 Tax)

8:15 am Registration, Breakfast & Networking
9:00 am
Welcome: Three Questions for the Experts -
Join thought leaders as they tackle three key issues facing
S Corporations in today's environment.
Moderated by: David Wood, Partner, Porter Keadle Moore
Lee Burrows, Chief Executive Officer, Banks Street Partners
Tim Keadle, Partner, Porter Keadle Moore
Walt Moeling, Partner, Bryan Cave
10:00 am
Coffee Break
10:15 am

ESOPs: A Benefit Plan You Can Bank On

Our panelists will discuss the value of ESOPs for banks that provide this benefit to their employees. 


Jim Edwards, Chief Executive Officer, United Bank 

Steve Schaffer, Partner, Bryan Cave


11:15 am

Investment Portfolio Strategies:

Learn about the many benefits that the right investment strategies can offer to your shareholders.


Johannes Palsson, Angel Oak Advisory



Net Investment Income:

Hear about the new Obamacare tax and how your level of participation in the bank will affect this tax.


Pat Tuley, Partner, Porter Keadle Moore


12:15 pm
1:15 pm

Hot Topics Regarding S-Corporations:

Separate myth from fact regarding recent legal and regulatory developments for S Corps. 


Elizabeth Chandler, SVP, Government Relations, Georgia Bankers Association

Lyn Schroeder, Counsel, Bryan Cave
David Wood, Partner, Porter Keadle Moore


2:15 pm
Afternoon Break
2:30 pm

M&A Discussion:

Financial and legal experts discuss the current environment for S Corp M&A including how S Corps can also effectively act as buyers.

Moderated by: Jonathan Hightower, Associate, Bryan Cave 


Jackson McConnell, President/Chief Executive Officer,  Pinnacle Bank

Bill Herrell, Principal, The Burke Group

Frank Crisafi, Partner, Bryan Cave 


3:30 pm
Cocktail Reception & Networking