Mergers And Acquisitions Conference

Omni La Mansion del Rio Hotel
San Antonio, Texas
April 23 – 26, 2019
Register Brochure

Although the CU movement continues to get stronger and stronger, it is no secret that the number of credit unions is decreasing at a rapid rate every year due to mergers and acquisitions. Join us as we explore the “if’s”, “why’s”, and how’s” on the proper steps for a successful merger or acquisition.

Hotel Information

Omni La Mansion del Rio Hotel | 112 College Street | San Antonio, Texas | 1-210-518-1000

To Book Your Room At The Omni La Mansion del Rio Hotel:

  • Book your room online
  • Call the Omni La Mansion del Rio Hotel at 1-210-518-1000 to make your reservations
  • Mention CU Conferences to receive special rates starting at $225
  • Receive complimentary in-room Internet access when you book through CU Conferences’ block of rooms
  • Receive complimentary use of the fitness center when you book through CU Conferences’ block of rooms
  • Rates based on availability
  • If you are unable to secure a room, please give us a call at 888-465-6010 for assistance

Travel Information

For airfare and car rental, call Altair Travel Toll Free at 800-264-3316, Mon – Fri from 8:30 a.m. – 5:30 p.m. Central Standard Time. Ask for a corporate agent. There is a nominal service charge for their services.

Date Investment
On or Before February 21, 2019 $1095
February 22 – March 21, 2019 $1145
March 22, 2019 and Beyond $1195
Guest Program $255

Mergers and Acquisitions Conference Guest Program:

For just $255, your registered spouse/guest can enjoy all the pleasures of the Omni La Mansion del Rio Hotel along with the following events:

  • Tuesday’s Welcome Reception
  • Wednesday’s Sit-Down Breakfast
  • Wednesday’s Sit-Down Luncheon
  • Thursday’s Sit-Down Breakfast
  • Thursday’s Sit-Down Luncheon

Who Will Attend

  • CEOs
  • Board of Directors
  • Board Chairs
  • Supervisory Committee Members
  • Senior Management
  • Committee Members
  • Branch Managers

Agenda – Subject to Change

Tuesday, 4/23/19

5:00 p.m. – 6:00 p.m. Conference Registration
6:00 p.m. – 7:00 p.m. (S/G)
Welcome Reception
Enjoy cocktails, light dining & networking with your conference peers from across the country, their guests andThe Ones In Red.

Wednesday, 04-24-19

8:00 a.m. – 9:00 a.m. (S/G) Sit-Down Breakfast
9:00 a.m. – 12:30 p.m. Introduction And Understanding the Merger and Acquisition Process: Is A Merger or Acquisition Right For Your Credit Union?

The decision to merge with another credit union or to be acquired by another credit union is a major decision for both the credit union and its members. This mornings presentations and discussions will cover the overall strategies, accounting considerations, and legal issues that are involved in considering a merger or acquisition. The morning is designed to give you an overview of the if’s, why’s and how’s of the merger decision.

Session Highlights:

  • Why Do CU’s Merge – Mergor And Mergee
  • How To Find A Partner
  • Member Concerns
  • External Synergies
  • Internal Synergies
  • People Issues
  • Issues With “Getting It Done”
  • CEO Issues
  • Board Issues
  • Operations Issues
  • PR Issues
  • Cultural Issues
  • How They Really Get Done
12:30 – 1:30 p.m. (S/G)
Group Luncheon
1:30 p.m. – 3:30 p.m. Introduction And Understanding the Merger and Acquisition Process: Is A Merger or Acquisition Right For Your Credit Union? (Continued)Now that you’ve had the time to digest the information presented this morning, we’ll continue the discussion in more detail.

Session Highlights

  • Due Diligence Checklist
  • Intellectual Property
  • Risk Management
  • Capacity
  • Asset Verification
  • Liability Verification
  • Equity
  • Profitability
  • Cash Flow
  • Products And Services
  • Information Technology
  • Legal Issues
  • Regulatory Compliance
  • Policies And Procedures
  • Red Flag Events
  • When To Seek Legal Advice

Accounting Component

  • Value Of Entity As A Whole
  • Value Of Assets And Liabilities
  • Core Deposit Valuation
  • Goodwill Issues
  • Increased Bookkeeping Requirements
  • Disclosure Requirements
3:30 – 4:30 p.m.
Roundtable Discussion: As you can see from today’s conversations, there is a lot to consider when it comes to mergers and acquisitions. We’ll utilize this time to break into small groups and discuss those considerations with each other to help find real solutions you can bring back to your credit union.
4:30 – 4:45 p.m.
Daily Wrap-Up

Thursday, 4/25/19

8:00 a.m. – 9:00 a.m. (S/G)
Sit-Down Breakfast
9:00 a.m. – 12:15 p.m.
Now What?
Yesterday our presenters started the day with an overview of the merger and acquisition process and then gave you detailed information on the processes for a successful merger and acquisition transaction. Today we will continue our discussion from yesterday and then allow time for a panel discussion with our presenters.
Key Topics of Discussion:

  • Developing A Merger Strategy
  • How To Locate Potential Merger Partners
  • Legal And Accounting Issues Concerning A Merger
  • Operational Concerns
12:15 – 1:15 p.m. (S/G)
Sit-Down Luncheon
1:15 p.m. – 2:30 p.m.
Now What? (Continued)

We will continue our presentation and discussion on “Now What?” This time will be used as a wrap-up for discussing the final points for a successful merger or acquisition. By now you will have received the valuable information needed to make an educated decision on whether or not a merger or acquisition is right for you.

2:30 p.m. 3:30 p.m. Panel Discussion: Ask Questions. Share Ideas. Leave With Valuable Knowledge!You’ve heard our experts individually, now see synergy in action as they put their heads together to answer your questions. It’s time to get the answers you need not only from our expert presenters, but from fellow attendees as well.
3:30 – 4:00 p.m.
Conference Wrap-Up

Friday, 4/26/19

Travel Day – Have A Safe Trip Home!

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