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VIEWpoint Issue 3 | 2017


VIEWpoint Issue 1 | 2017

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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 in Jacksonville, Tampa or Hollywood as we bring together professionals with proven track records of credit union merger success in the strategic advisory, valuation, accounting, human capital and legal fields to provide the expertise to effectively navigate the current merger environment resulting in member, employee, community, and ultimately, credit union wins across the board.

Complimentary breakfast will be served.

Gain Insight On . . .

  • Credit union merger 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:
    • Creating a search mandate
    • Reaching out to collaborative partners
    • Structure and negotiation
    • Transaction analysis
    • Closing and regulatory requirements
  • 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
  • Ways to match organizational growth with human capital post-merger needs
  • Post-integration best practices


Discussion will take place from 11:00 a.m. to 12:30 p.m. with lunch to follow.

June 26 – Hyatt Regency Jacksonville Riverfront

June 27 – Tampa Marriott Waterside Hotel & Marina

June 28 – The Diplomat Beach Resort Hollywood


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

  • Mark Angott – President, Angott Search Group
  • Emily Hollis – CEO & Founder, ALM First
  • Chuck Holzman – Partner, Holzman & Corkery
  • John Murnane – Shareholder, Doeren Mayhew
  • David Ritter – Shareholder, Doeren Mayhew


Earn 1.5 CPE credits

Additional Information

The invitation can be downloaded here. For additional information, contact Matt Gurwin at

Register Now



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