Mergers and Acquisitions: A Decision Framework (Recorded Webinar)

Webinar Icon Mergers and Acquisitions: A Decision Framework (Recorded Webinar)

This webinar focuses on the issues surrounding the culture and fit of a proposed merger or acquisition. Successful integration, specifically change management, communication, and talent management, are also explored.

According to NCUA reports, 132 mergers were approved through June 2013 with an additional 23 approved in July. This represents a 14 percent increase from the same period in 2012. Industry experts project that the pace of credit union consolidation will continue if not accelerate over the next 6 to 12 years.

With that activity, it is no surprise that mergers and acquisitions have become a hot topic of interest in Board and Management strategic planning discussions as a means to grow membership, acquire key management talent, expand products and services for members, or gain economies of scale. For some, it is a question of survival and for others it is increasing a position of strength. Regardless of the driving goal, the associated costs, risks, and investment of time and resources raise the question, “Is this the right decision for our credit union?” In the M & A universe, it is an industry-accepted fact that 83 percent of all mergers and acquisitions fail to produce any benefit for the stakeholders and more than 50 percent of all mergers and acquisitions actually destroy value. Bottom line—the decision to merge or acquire should support the strategy and growth objectives of the credit union and increase the value to the members.

In this webinar, leaders examine key success factors and decision points pre-merger and post-merger:

- Industry Profile on M & A Activity
- Reasons to Consider a Merger/Acquisition
- The Internal Decision Framework- Board, Management, Organization, Members
- Planning Guidelines and Resources to Ensure a Strong Match
- Key Questions for Successful Integration


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This is a presentation of Mergers and Acquisitions: A Decision Framework presented by NAFCU Services.

Expert Presenter

Loretta P. Dodgen, Ed. DLoretta P. Dodgen, Ed. D., Managing Partner, HCSGroup

Dr. Loretta P. Dodgen brings more than 25 years of experience building the capacity of organizations and those who serve in leadership positions. She completed her doctoral studies in leadership concentrating in the area of business, studying organizational change through the integration of acquisitions and mergers. She also completed sessions on Compensation Issues through the Harvard Executive Management Program.

Loretta was an incorporator and director for First Gaston Bank where she served as Chairman of the Board. She also was elected to the Board of Directors for Integrity Financial Corp, a multibank holding company. During her tenure, the Bank acquired growth through a merger and two acquisitions. 

Loretta served as an instructor for the North Carolina Bank Directors College and the NAFCU Management Development Institute at Duke University. She is a regular conference presenter on strategic planning, building organizational capacity, and managing the human capital portfolio including compensation trends and challenges.

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HCSGroup is the NAFCU Services Preferred Partner for Human Resources and Organizational Change Solutions. More educational resources and contact information are available at

Also available: How to Measure Your Credit Union Human Resources (Webinar) »