CEO Advisory Group-
-
Members Win
As the services a credit union offers expands, it grows member roots deeper into the culture and future of the organization.
-
Employees Win
The future of credit union jobs teem with growth through benefits such as increased total compensation and a new range of career advancement opportunities
-
The Community Wins
As a credit union’s potential expands, they have the ability to make a greater impact in the community.
-
-
Acquirer Representation
Expansion through merger is a cost effective way to increase market penetration within the existing market, acquire new branch locations, increase footprint, and add vital fields of membership (FOMs) to the charter.
Acquiree Representation
Our vast experience with boards and CEO’s provides us the insight and compassion to understand the many factors that drive the issues around merging into another credit union, as well as the obstacles that may hinder the process.
Advisory & Integration
Mergers are present in many growth plans as they are an effective way for credit unions to increase market share within existing markets and expand into new markets without the added cost of building out a new branch network organically.
Credit Union Merger Approvals – March 2018
NCUA approved 13 mergers in March 2018 which increased from 9 last month. The number of mergers are up and the combined assets of merged credit unions are up nearly $69M compared to last month. For the month… Read More
Using Technology To Streamline Merger Integration
It’s no secret that there are a lot of moving parts when merger integration enters the picture for credit unions. Leaders are combining two different sets of data, cultures, and roles. Of course, in an ideal world, both… Read More
Credit Union Merger Approvals – February 2018
NCUA approved 9 mergers in February 2018 which decreased from 20 last month. The number of mergers are down and the combined assets of merged credit unions are down nearly $378M compared to last month. For the month… Read More
Using Technology To Enable Collaboration During A Merger
Technology plays a key role in streamlining the merger integration process. Utilizing a digital M&A system allows credit unions to collaborate in the cloud. This video discusses to key benefits of digital M&A.
Why Credit Unions Should Be Terrified!
New Research Results and Why Credit Union PERSONAs should be Terrified! Last article, we highlighted our new research on the Financial Industry. In it, we demonstrated how having a great NPS is NOT an indicator for future growth…. Read More
The Merged CEO’s Future After The Merger
CEOs have several great pathways in a credit union merger. Learn about the options and process for securing a great future through a merger, whether it be continued employment or retirement.