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Overview
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Session Presenters

Gary Svec

Managing Director, Investment Banking

Performance Trust Capital Partners, LLC

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About the presenter
Presented by
Gary Svec

Managing Director, Investment Banking

Performance Trust Capital Partners, LLC

Gary Svec is a managing director of investment banking at Performance Trust Capital Partners, LLC.   As their founding chief financial officer and part of the original 12 of the now 400, he is on a mission to help bankers outperform.  He started as a lead instructor for the first Performance Trust University®, and quickly became an industry expert and speaker in high demand, providing much-needed training for Federal Reserve Banks, OCC, and national banking schools.  Becoming a nationally recognized authority enabled Mr. Svec to teach at countless regional and national financial institution conferences, reaching thousands of bank CEOs, CFOs and directors over the last 25 years.

 

Mr. Svec has been described as “the bank CEO advisor” because of his teaching-level mastery of the Shape Management methodology and his unique, industry-specific talent stack: CPA, regulatory compliance, AL manager, balance sheet analyst, profitability analyst, broker dealer CFO, bank CFO, bank CEO, bank owner, PTU instructor and investment banker.

 

Mr. Svec’s current focus is helping one CEO at a time see clearly what their bank will look and feel like 1-3-5 years into the future, relative to their peers, using time-tested principles in the Shareholder Look-Forward.  Revelations from this methodology enable Mr. Svec to dial in on what we need to change now to create the future we want later!

Breakout 4: First AOCI, then Margin Compression and a Liquidity Crunch. Now, Opportunity? YES!

This session identifies the dramatic changes that have affected the industry over the past year, looks ahead to what may be coming, identifies huge opportunities now available to mitigate future interest rate risk and takes advantage of incredible options to greatly enhance shareholder value.

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