WHAT INSPIRES YOU, INSPIRES US.

Dana L. Ereth, EA, Series 7 Securities License

Principal

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To me, client service means proactively applying my industry knowledge to each client's specific situation. Working closely together toward a solution is very rewarding.

OVERVIEW

Dana is a former bank regulator who applies his unique perspective of the banking industry to the tax and consulting work he does with financial institutions. He helps clients plan for the future and keep in compliance.

When you work with Dana, you can expect an industry professional whose insights into the banking industry makes him a uniquely qualified partner who can help your institution thrive. He's ready to assist you with taxation and planning issues, acquisitions, mergers, strategic planning and regulatory reporting.

When he's not helping banks run well, he's, well, running around with his wife trying to keep up with their triplets. He also enjoys competing in various sports, hunting and staying busy in the great outdoors.

QUALIFICATIONS

Memberships

  • North Dakota Bankers Association
  • The Independent Community Bankers of North Dakota

Designations/Licensures

  • IRS Enrolled Agent
  • Series 7 General Securities License

Education

  • Master of Business Administration – University of North Dakota, Grand Forks
  • Bachelor of Science, Business Administration, Economics and Management with Banking and Finance emphasis – University of North Dakota, Grand Forks

KNOWLEDGE

Client Work

  • Provided tax and consulting services to financial institutions in the areas of strategic planning, mergers/acquisitions, change in control, de novo charter, branching, due diligence, loan review, regulatory enforcement actions, safety and soundness and regulatory reporting.
  • Developed bank consulting service and assisted in the development of numerous bank policy and procedure manuals.
  • Presented on various topics for banking board of directors, associations, regulatory authorities, client seminars and Eide Bailly's internal bank training program.

COMMUNITY

COMMUNITY

Community Involvement

  • March of Dimes
  • Bismarck Youth Baseball
  • Bismarck-Mandan Amateur Softball Association