Approached
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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Approached · Insight · May 2023Too Many Credit Unions Lack a Merger Policy
There are two potential approaches that credit unions can take to address merger opportunities: proactive or reactive. A proactive approach entails having a structured po…
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Remain independent · Insight · December 2022Does Your Board Governance Provide a Framework for Addressing Mergers?
Most important decisions in life require a framework from which you can understand the full picture and gain insights regarding the pros and cons of the pathways that lay…
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CEO retirement · Insight · October 2022CEO Perspective - Obstacles to Mergers
We've talked about the people or groups of people who are sometimes averse to considering a merger when a potential partner presents itself, but we haven't really address…
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Approached · Insight · April 2021Credit Union Guidelines for Merger Proposals
Has your board of directors developed a former merger policy or guidelines for considering a merger?
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Approached · Insight · April 2021Director Perspective - Obstacles to Mergers
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Approached · Insight · February 2021Mergers Dismissed Without Consideration
When a credit union is faced with a merger, it's also faced with the ability to strategically align itself against competing for financial institutions. Mergers enable cr…
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Approached · Insight · October 2020Fiduciary Duty to Consider Merger Proposal
When it comes to credit union regulations, leaders' fiduciary duty to consider merger proposals is of the utmost importance.
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Approached · Insight · May 2020How Receptive Is Credit Union Leadership to a Merger?
In the world of credit unions, mergers are an essential part of growing and staying relevant. In fact, a well-planned merger can actually help you gain a significant comp…
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Approached · May 2019When Prospective Partners Come Knocking
New White Paper Explores Obstacles to CU Merger Proposals
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Member vote · Insight · July 2018Overcoming The Fear Of Merger
If your credit union has never been through a merger before, the entire idea can be frightening for everyone involved, from the C-suite to the newest employees. There are…