Mergers And Acquisitions Conference

April 24 - 27, 2023, Omni La Mansion del Rio Hotel | San Antonio, TX

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.

Earn 12 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for the best conference rates!

Guest Program

Our Guest Program, enables your guest to join you during the following conference events: ($265 additional)

Hotel Reservation

Book your room online or call Omni at 800-843-6664. Mention CU Conferences to receive special rates starting at $249

When you book through CU Conferences’ block of rooms you will receive receive complimentary in-room Internet access and use of the fitness center.

Rates based on availability

If you are unable to book a room, please give us a call at 888-465-6010 for assistance.

Airport and Ground Transportation

The San Antonio International Airport (SAT) is approximately 20 minutes from Omni La Mansión del Rio Hotel. Transportation Details: 

**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.

Weather

The weather in San Antonio during the month of April is generally very pleasant. The average temperature reaches a high of about 81° during the day and high 50s in the evenings.

Speaker Information

Denny Graham
Founder & President Emeritus Owner, FI-Strategies, LLC

Jerry Tenbrink
Owner, J. Tenbrink & Associates

Conference Agenda

Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

Monday, April 24, 2023

4:00 p.m. – 5:00 p.m.

Conference Registration

5:00 p.m. – 6:00 p.m. (GP)

Welcome Reception

Enjoy cocktails, light dining & networking with your conference peers from across the country, their guests and “The Ones In Red.“ Registered guests are welcome to attend.

CU Conferences is grateful for the support of its sponsor, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.

Tuesday, April 25, 2023

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 a.m. – 10:00 a.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:

10:00 – 10:15 a.m. 

Networking/Refreshment Break

10:15 a.m. – 12:30 p.m.

Introduction And Understanding the Merger and Acquisition Process: Is A Merger or Acquisition Right For Your Credit Union? (Continued)

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:

12:30 – 1:30 p.m. (GP)

Group Luncheon

Join us for lunch. Registered guests are welcome to attend.

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

Accounting Component

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

Wednesday, April 26, 2023

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 a.m. – 10:00 a.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:

10:00 – 10:15 a.m. 

Networking/Refreshment Break

10:15 a.m. – 12:00 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.

12:00 – 12:15 p.m.

Conference Wrap-Up

Thursday, April 27, 2023

Travel Day - Have a Safe Trip Home!!

Register Early and Save!