Navigating Mergers and Acquisitions

On-Demand Webinar Available Until October 22, 2021

Purchase Now

During these uncertain times, credit union mergers are a hard reality to face. We strive to strengthen credit unions with as much support as possible to maintain steady growth and success. While NAFCU does not encourage credit unions to merge, we realize mergers are a part of our industry’s reality.

Please join us for a discussion on must-know concepts regarding mergers and other similar transactions, including bank and credit union branch acquisitions. This “101” presentation will focus on key concepts that will let you focus on the opportunities that will work for you, and the strategies that will bring you success.  Again, NAFCU does not encourage mergers, but if you are considering one, we want you to be armed with helpful information.

Key Takeaways

  • Understand how to identify early whether merger or purchase/sale opportunities will bring material benefits
  • Discuss strategic questions to ask your credit union whether merger is right for you (or how to stay independent)
  • Review how to navigate major un-written rules in the application process
  • Gain knowledge about member votes and communications

Purchase Now
$295 Members | $395 Nonmembers
(Additional $50 for CD)

One registration gives your entire credit union access to the on-demand recording until October 22, 2021.
Already registered? Go to the Online Training Center to view live.

Who Should Attend?

  • Chief Executive Officers (CEOs)
  • Executive Vice Presidents (EVPs)
  • Chief Financial Officers (CFOs)

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: Understand how to identify early whether merger or purchase/sale opportunities will bring material benefits. Discuss strategic questions to ask your credit union whether merger is right for you (or how to stay independent). Review how to navigate major un-written rules in the application process. Gain knowledge about member votes and communications. 
  • 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: Finance – Technical
NASBA Sponsor Logo

National Association of Federal 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.

Presented By

Tim Oppelt, Partner, Styskal, Wiese & Melchione, LLP (SW&M)
Tim Oppelt

Partner, Styskal, Wiese & Melchione, LLP (SW&M)

Steve Balian, Partner, Styskal, Wiese & Melchione, LLP (SW&M)
Steve Balian

Partner, Styskal, Wiese & Melchione, LLP (SW&M)