Preparing for Mergers under the New Merger Rule

Learn how and why your credit union can and should consider mergers as part of its strategic planning initiative

Tuesday, July 16, 2019 | 2:00 p.m. - 3:30 p.m. ET

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As consolidation in the credit union industry continues, many credit unions are realizing that mergers can be a key part of a credit union’s future expansion and succession planning. If you’re considering a merger you need to know what it takes to merge properly. There are various factors you need to consider such as your members, employees and the credit union that you’re merging with. If done properly, a merger can result in increased products and services for your credit union. This session will cover the pros and cons of mergers from both the acquiring credit union and merging credit union’s perspective, as well as procedures to follow in compliance with NCUA’s new merger rules.
 

Key Takeaways:

  • Learn how a merger can factor into your credit union’s strategic planning
  • Review the pros and cons of mergers
  • Discuss the acquiring credit union and merging credit union perspective in mergers
  • Understand the procedures your credit union needs to follow under the NCUA's new merger rules

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$295 Members | $395 Nonmembers 
(Additional $50 for CD)
One registration gives your entire team access to the live webinar and on-demand recording until July 16, 2020
Already registered? Go to the Online Training Center to view.

Who Should Attend?

  • NAFCU Certified Compliance Officers (NCCOs)
  • NAFCU Certified Risk Managers (NCRMs)
  • Presidents and Chief Executive Officers
  • Executive Vice Presidents
  • Chief Operating Officers
  • Compliance and risk staff
  • Credit Union staff attorneys and general counsel

Education Credits

  • NCCOs will receive 1.5 CEUs for participating in this webinar.
  • NCRMs will receive 1.5 CEUs for participating in this webinar.
  • CPA credit information is below; recommended 1.5 CPE credits.

CPA Certification Credit Information

  • Reviewer: Josie Collins, Associate Director of Education, NAFCU
  • Learning Objectives: Learn how a merger can factor into your credit union's strategic planning. Review the pros and cons of mergers. Discuss the acquiring credit union and merging credit union perspective in mergers. Understand the procedures your credit union needs to follow under the NCUA's new merger rules. 
  • Program Level: Basic
  • Prerequisites Needed: None
  • Advance Preparation Needed: None
  • Delivery Method: Group Internet-Based
  • Recommended CPE Credits: 1.5 credits
  • Recommended Field of Study: Regulatory Ethics - Technical
NASBA Sponsor Logo

National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more.

About Our Webinars

Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.

About the Presenter

Chris Pippett

Partner, FoxRothschild, LLP