Title
Date
Program Description
Description
Agenda
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Agenda
February Dinner Meeting
Wednesday, February 19, 2025 | 5:30 PM - 8:30 PM ET
Program Description
Join your FMS colleagues for the Chapter's regular February meeting featuring an informative session focusing on factors impacting bank M&A activity and how buyers and sellers can position themselves for success.
Agenda
Cocktail Reception | 5:30 PM - 6:30 PM ET
Program & Dinner Reception | 6:30 PM - 8:30 PM ET
Presenter(s)
Jay Junior
Managing Director | D.A. Davidson
Jay Junior is a Managing Director for the Investment Banking group, with more than 25 years of investment banking experience serving financial institutions. He has completed over 125 transactions including both buy-side and sell-side M&A transactions, public and private offerings of debt and equity, branch purchases and sales, valuations and financial advisory services for clients in the following industries: commercial banks and thrifts, insurance companies, specialty finance companies and asset management firms.
Prior to joining D.A. Davidson, he was a Managing Director at Mufson Howe Hunter & Co. and Janney Montgomery Scott LLC. He is currently a board member with the Radnor Conservancy, a former president of North Wayne Protection Association—the nation’s oldest consecutively existing civic association—and he is a former board member and finance chair of the Finance Committee of Caring People Alliance, one of Philadelphia’s largest social service agencies serving at risk youth and their families. Jay holds a bachelor’s degree from Swarthmore College.
Location
Il Villagio
651 Route 17 North
Carlstadt, NJ 07522
Event Sponsors
Credit Hours
1 Hour of CPE Credit
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Level:
Intermediate
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Prerequisites:
None
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Advance Preparation:
None
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Field of Study:
Specialized Knowledge - Technical
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Instructional Method:
Group Live
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Length:
1 Hour

For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
Refunds and Cancellations
A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.
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Cost
Members: $100
Non-Members: $120
Send us a message to let us know you're coming, but paying later