Retaining Key Positions During Mergers and Acquisitions

February 22, 2024 - 2 PM EST

Watch On-Demand

About the Webinar

Previously credit union merger and acquisition activity was more on the acquisition side, with a larger credit union acquiring a much smaller credit union. While this is still taking place, we’re starting to see more mergers of equals where two sizeable credit unions are unifying into a much larger credit union. This poses both retention opportunities and risks within the leadership team. This webinar explores strategies to retain key positions during a critical time. 

  • Identify retention risk and impact in current and future leadership positions  
  • Assess retention risk and impact to operations 
  • Learn about potential retention expenses before and after the merger 

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Presented By

Matt Jakubowski
Matt Jakubowski

ARM, AAI, Vice President | Gallagher Executive Benefits

Matt joined Gallagher in 2013 and has been focused on serving the needs of complex, tax-exempt organizations. He works alongside boards and executives in the credit union movement to build efficient plans that benefit the organization while rewarding and retaining those leaders.

Tyler Talbot
Tyler Talbot

Vice President  | Gallagher Executive Benefits

Tyler is Vice President, Executive Benefits. He consults with credit unions on strategies to retain and incentivize their key leaders using nonqualified benefit plans. Tyler advises on methods to mitigate benefit costs while achieving the Board’s goals. Tyler also guides clients on regulatory compliance, due diligence, and taxation considerations.