CU2023. Credit Union Merger and Acquisition Preparedness and Considerations

The session will review three key areas:

1. Overview of the current credit union merger landscape including acquisitions of banks

2. Key areas that credit unions can prepare themselves for related to a merger -- both leading to a merger and for merger integration

3. Most common merger "gotchas" including key Finance & Accounting considerations

Learning Objectives:

• Understand what credit unions should do to be properly prepared for a credit union merger or bank acquisition
• Understand the key financial and accounting implications to incorporate into a merger integration plan
• Share the current merger landscape, dynamics and motivations for merger partners