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Family banks pose special challenges

Family banks pose special challenges

Sometimes there aren’t enough prongs on the wishbone
Is your structure still right for your bank?

Is your structure still right for your bank?

Take a fresh look
In M&A, communication reigns

In M&A, communication reigns

Part 8: What and when—and what not—to tell stockholders during a deal
M&A revolves around people

M&A revolves around people

Part 7: Numbers matter, but the human factor counts at all levels
Why pay more?

Why pay more?

Part 5: Acquiring banks must maintain strict discipline to avoid earnings dilution
What’s a good price?

What’s a good price?

Part 4: Don’t get hung up on multiples—worth is what counts
Time to sell?

Time to sell?

Part 2: What should move you … and what to expect next
Time to acquire?

Time to acquire?

Part 1: Consolidation period calls for careful planning
Succession, the two-sided coin

Succession, the two-sided coin

Boardroom or C-suite, advance prep is essential
Public or private?

Public or private?

Essentials of community bank ownership
Page 8 of 12

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Thursday, October 8, 2026 1:00 pm – 2:00 pm ET

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SPEAKER

Dana Weinstein
Dana Weinstein,
Head of Product at Tesser

Dana Weinstein is Head of Product at Tesser, bringing eight years of experience building payments products across US domestic and cross-border rails.

She launched Visa Direct Payouts, architecting a payout capability that now reaches 11 billion endpoints across cards, accounts, and digital wallets...