Credit Union Times Webcasts
Mergers & Acquisitions: Ensuring Success!
Original Broadcast Date: Wednesday, October 17, 2012
Cost: Free
Ensuring a successful merger is both complex and challenging. This is specifically true in the credit union industry where so much is at risk. By focusing on the right issues from the outset, from the merger planning process as well as post-integration, engagement of all stakeholders can be achieved. How can the people-related risk factors be identified and managed to create mutual trust, a shared vision and clear roles and responsibilities? What are the key cultural issues that contribute to success or failure and what are the steps that can be taken to ensure success?
Join Credit Union Times and The Credit Union Leadership Forum for this live, interactive webcast and hear from industry experts regarding the lessons learned from both successful and failed mergers. Attend this online-only event and learn:
- How to position your credit union for best practices in the area of governance;
- How to manage both CEO’s visions for success;
- Tips to build teamwork and confidence across two leadership teams to address implementation challenges;
- What is involved in the regulatory approval process, effective due diligence, the impact of culture and human interactions in the dynamics of the final negotiations as well as post-merger integration planning to ensure sustainability.
Register now!
Featured Speakers:
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Stuart R. Levine Stuart R. Levine is Chairman and CEO of Stuart Levine & Associates LLC, an international strategic planning and leadership development company with focus on adding shareholder value by strengthening corporate cultures. His background as CEO of a global corporation and extensive board experience has afforded him a unique perspective on strategy, implementation, global transformation and succession planning. He is an international best-selling leadership author; a sought-after commentator on TV, in print and via social media for his views on governance, innovation in complex environments and strengthening organizational culture; the recipient of awards from several prestigious national organizations; and a member of a number of boards: Broadridge Financial Solutions, J. D’Addario, Single Touch Systems, and North Shore-LIJ Health System. He formerly served on the boards of Gentiva Health Services, the European-American Bank and Dale Carnegie & Associates. |
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Guy Messick Guy is an attorney engaged in the private practice of law in Media, Pennsylvania. Guy provides strategic planning and legal services to credit unions and credit union service organizations nationwide. Since 1987, he has served as General Counsel to the National Association of Credit Union Service Organizations (“NACUSO”). Guy is a nationally known speaker and author on a wide range of credit union and CUSO topics. He is a panelist on the monthly podcast “Current Issues in Credit Unions”. He maintains an information web site for credit unions and CUSOs at www.CUSOLaw.com. Guy is a graduate of Bucknell University and the University of Miami School of Law. He was law clerk to the Honorable Morell E. Sharp (Western District of Washington). He is a member of the bar of the Supreme Courts of Pennsylvania and the State of Washington. He is an active member of the Credit Union Committee of the American Bar Association and serves as Vice-Chair of the Governance Sub-Committee. |
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Shawn Gilfedder Shawn Gilfedder is nationally recognized as a leader in the Credit Union movement. As president and CEO of McGraw-Hill Federal Credit Union (MHFCU), Shawn is a vigorous advocate of the mission of credit unions for helping individuals and their families achieve financial wellness. MHFCU is a member-owned financial cooperative offering a full range of retail banking, investing, and insurance services to more than 19,295 consumers and 120 companies worldwide. Shawn’s focus on serving the best interests of his customers has resulted in a groundswell of consumer acceptance. Over the past five years, during an extremely challenging economic environment, Shawn has led MHFCU through a period of significant, sustained growth in members, loans, and deposits. Since becoming president and CEO in 2007, MHFCU’s assets have increased more than 56 percent from $177,240,954 in June 2007 to $285,898,000 as of March 2012. In 2011, MHFCU was ranked first among 42 regional credit unions for loan growth by Callahan and Associates, an independent research firm based in Washington D.C. Additionally McGraw-Hill Federal Credit Union has been recognized by the National Credit Union Administration and the Credit Union National Association for delivering extraordinary member value. |
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Doug Petersen Doug Petersen joined Workers' Credit Union in 1995 as Treasurer and Chief Financial Officer, after eleven years of professional experience in the financial services industry. He was promoted to Executive Vice President in 1998. He earned both a Bachelor of Science degree in Accountancy and a Master of Business Administration degree in Finance from Bentley College. He earned a graduate degree from the Stonier Graduate School of Banking. |
Moderated by:
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Sarah Snell Cooke Sarah Snell Cooke has served as editor-in-chief of Credit Union Times since January 2008. Prior to that, Cooke covered the Washington, D.C. news beat for Credit Union Times starting in 2000. Before joining the Times' staff, she wrote for the Credit Union Regulatory Insider newsletter for one year. |
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