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Merger Preparedness – Seizing the Strategic Opportunity

Will you be ready when the next merger opportunity comes along?

   Tuesday August 18, 2020    10:00 AM ET

While the number of credit union mergers has stayed the same, the relative size has increased. The pandemic may have slowed merger activity, but it has not changed the long-term need for credit unions to seek ways to gain the strategic capability to stay relevant to members, including through mergers.

Because you can’t time a merger like you can a strategic initiative, it is imperative for boards and management to be prepared to evaluate and potentially execute a merger if and when the opportunity emerges.

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Hosted By

Vincent Hui

Managing Director


Topics Include


Key trends and underlying reasons driving credit union mergers


Actions credit unions need to take to be properly prepared


Cornerstone’s Value-to-Member framework to evaluate whether a merger makes sense


Merger life cycle and the activities that a credit union needs to successfully execute on