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AICPA Conference on Credit Unions 2020

CU2023 - Credit Union Merger and Acquisition Preparedness and Considerations

Oct 21, 2020 2:20pm ‐ Oct 21, 2020 3:35pm

Standard: $49.00


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


Category: Concurrent Session (Online)

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