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Board education

Give your board the full picture before it has to decide.

Sessions for credit union boards and conference audiences on the state of mergers: the trends, what drives them, how the industry may look, and how to act on a merger strategy.

Each session is tailored to the board, whether it is considering merging into another credit union or growing through mergers and acquisitions.

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Why boards ask for it

A merger is a board decision.

Directors are asked to judge mergers rarely, and usually under time pressure. A session outside any live transaction lets the board build a shared understanding of the options first.

[Glenn's speaking history: conferences, leagues and associations, to be confirmed.]

What a session covers

Four topics, tailored to your board.

  1. 01

    Merger trends

    How many credit unions merge each quarter, how large they are and the reasons they give.

  2. 02

    What drives mergers

    Scale, succession, technology, earnings and growth, and how they interact.

  3. 03

    The paths compared

    Remaining independent, merger of equals, joining a larger credit union and growing by acquisition.

  4. 04

    Practical next steps

    A merger policy, the questions to answer now, and how to respond if you are approached.

Related reading

Reading for directors

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Planning a board retreat or conference?

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