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With credit union mergers continuing at a rate of nearly one per business day, CUNA predicts that within five years there will only be 3,600 remaining. This estimate reinforces the proactive measures all organizations need to take while they have negotiating strength in order to stay relevant and sustainable, rather than face reactive, less favorable outcomes.

Wondering if the time is right for you to consider a transaction? Join us for a breakfast roundtable as we bring together professionals with proven track records of credit union merger success in the strategic advisory, accounting, legal and human capital fields to provide the expertise to effectively navigate the current merger environment resulting in collaborative value for all stakeholders.

Gain Insight On . . .

  • Credit union merger quantitative and qualitative rationale, trends and current environment overview
  • Long-term industry impact and future outlook
  • How to determine if a merger is the right strategy to accomplish your organization’s goals
  • The merger process from start to finish
  • How to approach and overcome the key internal “hurdles” before entertaining discussions with a potential merger partner
  • Accounting impact of a merger on financial statements, valuations and capital requirements
  • Critical valuation drivers
  • Terms boards should seek in negotiations
  • Post-integration best practices


Continental breakfast and networking: 9:00 – 9:30 a.m.
Discussion: 9:30 – 11:00 a.m.

Somerset Inn
2601 W. Big  Beaver Rd.
Troy, Michigan  48084


The event moderated by Matt Gurwin, Shareholder at Doeren Mayhew, will include key credit union experts including:

  • Mark Angott – President, Angott Search Group
  • Robin Hoag – Shareholder, Doeren Mayhew
  • Chuck Holzman – Partner, Holzman & Corkery
  • Bob Parks – Shareholder, Doeren Mayhew
  • David Ritter – Shareholder, Doeren Mayhew
  • Joseph Zito – Shareholder, Doeren Mayhew

Who Should Attend

  • CEOs
  • CFOs
  • Accounting Professionals
  • Board Members


This complimentary specialized knowledge, basic-level program will be delivered in a group-live setting for 1.5 CPE credits.

Learning Objectives

  • Gain insight on the credit union merger market
  • Learn best practices for the merger process and post integration
  • Expand your understanding of the regulations surrounding credit union mergers
  • Identify ways to match organizational growth with human capital post-merger needs

Additional Information

For more information on the event contact Matt Gurwin. To inquire about complaint and program cancellation policies, please contact our office at 248.244.3000. Due to this program being offered free of charge, there will be no refunds issued.

Register Now


Doeren Mayhew is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



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