Right partner
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
-
Remain independent · Insight · May 2016Optimizing Credit Union Financial Health & Avoiding Merger Pitfalls
The word "merger" can incite a variety of feelings, emotions, and opinions from credit union leaders. Ideally, credit union board and executive team members have steadily…
-
Right partner · Insight · February 20167 Teams For Your Credit Union Merger
The credit union merger process is relatively complex and needs careful management to ensure a successful outcome. Apart from the merger team that oversees the entire pro…
-
Right partner · Insight · January 2016As an Acquiring Credit Union Who Should Be On Your Merger Team?
The process of merging credit unions must be carefully managed to ensure the combined credit union is financially stronger and that it benefits all members. It's essentia…
-
Right partner · Insight · November 2015Merger Success Begins with Soft Side Due Diligence
Credit union mergers are beneficial not only for the acquiring institution, but also for the institution being acquired, and the members and employees of both. Unlike man…
-
Member vote · Insight · September 20155 HR Due Diligence Issues For Your Credit Union Merger
No doubt you have examined the employee benefits of your credit union merger; noting the new organization will offer members better benefits and more opportunities. As yo…
-
Remain independent · Insight · April 20154 Merger Strategies Credit Union Directors Should Consider
Mergers are transforming the credit union landscape. It is, therefore, ever more important for credit union leadership to be addressing the impact of mergers as part of t…
-
Merger of equals · Insight · October 2014Proactive Collaboration is the Future of Credit Union Mergers
Credit Union 2.0: An Opportunity to Build Collaborative Partnership is an outstanding report by Filene Research Institute provided courtesy of the Credit Union Times.
-
Right partner · Insight · July 20048 Factors of a Successful Merger
In our work with credit unions, we've uncovered these crucial factors in managing a successful merger: