Session Description:

In these economic times, strong banks can take advantage of tremendous opportunity to grow through acquisition. A record number of institutions are and will become available to banks that can act decisively. Proven acquisition methodologies driven by sound planning and program management can help surviving institutions thrive in this current environment.

Many banks do have untapped potential to help them win this game and achieve unprecedented growth. Jim Gorski of Metavante Corporation can provide a compelling presentation based on his industry research and client engagements. He will discuss how banks can apply strategies and a proven approach in order to become a successful “serial acquirer”. He will provide metrics and case studies to demonstrate key points.

This session will cover some of the keys to successful, cost-effective acquisition integration including:

• Developing an M&A Playbook

• Leveraging M&A Planning and Program Management

• Applying a Successful Variable Staffing Model

• Leveraging a Proven Conversion Engine

• Identifying and realizing immediate business process improvements

Attendees to this session can expect to come away with the following benefits:

• A perspective on the challenges of multiple acquisitions

• Overcoming acquisition integration pitfalls and obstacles

• Insight the proper planning for long-term M&A success

This session is appropriate for senior financial executives with responsibility for Acquisition Integration, Merger and Acquisition Success, Retail Banking, Market Research and Strategy Groups.
 

About Jim Gorski:
Jim Gorski is Managing Director for the Acquisition Integration practice at Metavante Corporation. Jim’s responsibilities include consulting with clients on M&A strategies and integration and consolidation efforts. Prior to this role, he directed the Sales and Service practice centered around contact management, platform, teller, and call center solutions for Metavante. Specific solutions include Enterprise Contact Management, BankerInsight, TellerInsight and Metavante Insight. This practice offers system customization and implementation management, workflow and business process design and cross-system integration.
Jim has 30 years of experience in the financial services industry. He has expertise in bank operations, conversions, retail banking, and sales. Jim has spent the past 20 years at Metavante working in a variety of roles with the sales and service team. He served as the functional architect for both Metavante’s Salespartner and BankerInsight platform systems. He has also led the Release Services team that focused on software and training delivery for Metavante’s branch automation solutions including Metavante’s BankerInsight and TellerInsight software.
Jim has worked with a number of Metavante clients to determine best practice implementation of Metavante’s sales and service solutions. These clients range from $100 million to $25 billion in asset size and represent a cross section of community banks, savings banks, and large multi-bank holding companies. Most recently, Jim worked with a large New York bank, managing its development and implementation of Enterprise Contact Management, BankerInsight and TellerInsight.
Jim earned A.B. and M.A. degrees from Marquette University in Milwaukee, where he was selected Phi Beta Kappa. He also completed the Graduate School of Banking program at the University of Wisconsin.


About Ed Benkert:
Ed Benkert is an Engagement Manager within Metavante’s Engagement Management Consulting and Professional Services Practice. He is recognized for his breadth of knowledge in management, the banking industry, and core system applications. His experience consists of staff and site management, acquisition management, facilitations, project management, general IT management and banking operations. Ed’s skills and expertise are leveraged to manage both large and small staffs of consultants, delivering quality projects to its clients.

His current initiatives include the management of business process improvement engagements in both the pre and post conversion customer environments: maximizing technology utilization, enhancing operational efficiency, and creating an infrastructure to support aggressive growth. His efforts have lead his clients to be more competitive in the use of applications, increase efficiency and have more customer-friendly processes, while utilizing Ed as a central line of communication to all areas of Metavante for his clients.

Ed joined Metavante in 1996 as part of the Metavante acquisition of their first regional site in Parsippany, New Jersey. Ed was the IT manager of Midlantic National Bank, an $18 billion commercial bank, and a Metavante licensed software customer for Deposits and CSF. His initiatives included bank consolidation projects, conversion projects and the integration of Metavante software into a systems environment, including all aspects of branch and back office operations.

With over 20 years of experience in banking operations, Ed’s expertise has been used throughout his Metavante career to meet the needs and expectations of the client. Ed managed the Bank of America development and production support teams for three years: highlighting the management of the MRA project (90,000 hours of development and winner of the President’s Ovation Award) and their transition to Year 2000 (80,000 hours of development). During this time, two additional regional sites (Lynchburg, VA and Columbia, Maryland) were added to the Metavante portfolio. Ed managed all administrative and resource responsibilities.

While reporting directly to the manager of Professional Services, Ed supervised the resource pool of over 200 consultants for a period of over two years. During this time, he took on additional responsibilities to manage the operations aspects of Professional Services including financial forecasting, budgeting, and expense management.
Ed earned his BS in Business Administration and Economics from Rutgers University.


About Metavante:
Many companies say they have a "complete" or "integrated offering." But what differentiates Metavante is our definition of complete. It goes well beyond product feature and functionality. It's the people, processes, and technologies working together to create a strong sum: banking and payment technologies for financial services firms and businesses worldwide. To us, offering value means providing the expertise, products, and services to help our clients grow, improve their efficiency, and increase their profitability. Our premier customer care, unparalleled financial expertise, and proven technology leadership are our brand attributes, and they're what have made Metavante the strong billion-dollar company it is today.

Metavante is redefining banking and payment technologies to financial services firms and businesses worldwide. Our products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer healthcare payments, and electronic presentment and payment.

 

www.Metavante.com

 

Click Here to Register