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Virtual Roundtable

Navigating the Merger Maze: Strategy, Evaluation, and Integration Best Practices for Credit Unions

October 2 | 10 AM PT | 1 PM ET

 

Merging Smart: What Every Credit Union Should Know

Mergers are top of mind for credit union leaders across the country. The right merger can drive growth, unlock new levels of scale, and enable investment in differentiated capabilities. At the same time, successfully completing a merger is a highly-complex, resource-intensive undertaking with no guarantee of success.

Join us on October 2 at 10 am PT | 1pm ET pacific time for this invite-only virtual event . You’ll hear directly from Cornerstone’s team of experts as they discuss key considerations, best practices, and real-world insights to position credit unions to successfully navigate all phases of the merger process, including:

  • Merger Strategy - Developing an effective, well-aligned strategy
  • Deal Evaluation – Analyzing value-drivers and compatibility
  • Due Diligence – Identifying risks and potential “showstoppers” and proactively approaching high stakes contract negotiations
  • Integration – Managing operational, technology, and cultural aspects of a combination
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About Cornerstone Advisors

For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs. From technology system selection and implementation to contract negotiations, vendor management, performance improvement programs, strategic planning, merger integration and enterprise program management, Cornerstone combines its expertise with proprietary data and research to help financial institutions thrive in today’s challenging environment. For more information, visit www.crnrstone.com, connect with us on LinkedIn and subscribe to GonzoBanker for our opinionated take on all things banking.