The Evolving Role of Merger in CU Strategic Planning
M&As are occurring just about every day, on average, in the CU movement right now. Rising technology costs, burdensome regulations, and a need for scale to drive down operating costs are forcing many CUs to merge. Whether your CU is a “buyer” or “seller” in this new M&A market, you must have a plan. Join one of the country’s leading M&A experts, Peter Duffy of Sandler O’Neil, who will help guide you to develop your CU’s merger strategy. You get:
- The 4 key factors to consider when evaluating a potential merger from both sides of the deal!
- The challenges – and opportunities – for the “continuing” CU and the “merging” CU.
- How to measure the true value of a merger to your organization – and most importantly, to your members!
- 7 critical questions every CU leader must ask before entering into an M&A.
In this eye-opening session, Duffy pulls back the curtain to reveal the good, the bad and the ugly when it comes to M&As so you don’t get blind-sided. The pressure to merge is expected to continue to increase as more CUs search for solutions to scale their organization and recruit talented employees.
BONUS: Every attendee will also get Duffy’s 10-Point M&A Checklist to take back and begin to apply to your strategic plan.