Banking & Financial Services

The Banking & Financial Services Group at Boardman Clark has been providing service to the banking industry in Wisconsin and surrounding states for over 40 years. We serve a variety of clients including the Wisconsin Bankers Association (Wisconsin’s largest bank trade association) and Bankers’ Bank. We concentrate on advising Wisconsin community banks on all aspects of their business and we understand the unique and complex industry that is community banking.

Corporate and Governance

  • Board of Directors Issues

  • Business Counseling and Expansion

  • Proxy Issues and Shareholder Disputes

  • S Corporation elections

  • Stock Splits, Exchanges, Tender Offers and Reclassifications

  • Employment and Employee Benefits

  • Bank Insurance and Fidelity-Surety

  • Vendor Management


  • Consumer Lending

  • Real Estate Lending

  • Deposit Operations

  • Fair Lending


  • Electronic Banking

  • Customer Communications

  • Loan and Deposit Forms Drafting and Review

  • Loan and Deposit Software

  • General Interpretation Advice

  • New Product Development Consultation

  • Assistance with Compliance Examinations and Resolution


  • Merger Applications

  • De Novo Bank Formations

  • Branch Formation/Acquisition

  • Charter Conversion

  • Change in Bank Control

  • State and Federal Licensing Requirements

  • Negotiation of MOUs and Consent Orders

  • Executive and Director Defense

Lending and Workouts

  • Commercial Loans

  • Real Estate Loans

  • Residential Loans

  • Development Loans

  • C&I Loans

  • Municipal Loans (including tax exempt financing)

  • Participations

  • Problem Loan Work-outs, Restructuring and Foreclosures

  • Lender Liability Litigation


  • Common and Preferred Stock Offerings

  • Subordinated and Unsubordinated Debt Offerings (including pooled offerings)

  • Investment Adviser Issues

  • Broker-Dealer Issues

  • Broker-Dealer Networking/Kiosk Agreements

  • Employee/Executive Equity-Based Incentives

  • Securities Issues in Merger and Acquisition Transactions

Mergers, Acquisitions, and New Bank Formations

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  • Mergers

  • Asset Sales

  • Branch Sales and Acquisitions

  • Branch Formations

  • New Bank and Bank Holding Company Formations

  • Subsidiary Formations

  • Joint Ventures


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  • Employment Contracts

  • Non-Competition, Non-Solicitation and Non-Disclosure Agreements

  • Employee Handbooks

  • Employment Matters in Mergers and Acquisitions

  • Hiring

  • FMLA

  • ADA

  • Harassment and Discrimination

  • Wage and Hour

  • Discipline and Termination

  • Separation/Severance Agreements

Employee Benefits

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  • Nonqualified Deferred Compensation Plans (NQDC plans)

  • SERP

  • Salary Continuation Agreement

  • Stock Options

  • Phantom Stock Plans

  • Stock Appreciation Rights

  • Split Dollar Agreements using BOLI/COLI

  • Executive Compensation