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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 24, 2023
Monday, April 24, 2023
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
4:00 p.m. – 5:00 p.m.
4:00 p.m. – 5:00 p.m.
Conference Registration
Conference Registration
5:00 p.m. – 6:00 p.m. (GP)
5:00 p.m. – 6:00 p.m. (GP)
Welcome Reception
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
Tuesday, April 25, 2023
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Sit-Down Breakfast
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.
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?
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
10:00 – 10:15 a.m.
10:00 – 10:15 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:15 a.m. – 12:30 p.m.
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)
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:
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)
12:30 – 1:30 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:30 p.m. – 3:30 p.m.
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)
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.
3:30 – 4:30 p.m.
Roundtable Discussion
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.
4:30 – 4:45 p.m.
Daily Wrap Up
Daily Wrap Up
Wednesday, April 26, 2023
Wednesday, April 26, 2023
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Sit-Down Breakfast
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.
9:00 a.m. – 10:00 a.m.
Now What?
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
10:00 – 10:15 a.m.
10:00 – 10:15 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:15 a.m. – 12:00 p.m
10:15 a.m. – 12:00 p.m
Now What? (Continued)
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.
12:00 – 12:15 p.m.
Conference Wrap-Up
Conference Wrap-Up
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Antonio!
Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of San Antonio!
Thursday, April 27, 2023
Thursday, April 27, 2023
Travel Day. Have a safe trip home!
Travel Day. Have a safe trip home!
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