Conference Agenda

Home . Agenda . Location . Speakers

The Mergers and Acquisitions Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Monday, April 20, 2020

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

5:00 p.m. – 6:00 p.m.

Conference Registration

6:00 p.m. – 7:00 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.

Tuesday, April 21, 2020

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. – 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. (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

  • 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

Wednesday, April 22, 2020

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. – 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

12:35 – 1:35 p.m. (GP)

Group Luncheon

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

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

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Antonio!

Thursday, April 23, 2020

Travel Day. Have a safe trip home!