Change-In-Control Agreements – Align Member And Executive Interests

White Paper - Putting Mebmers' Interests First with Change in Control Agreements

New White Paper Explores Change-in-Control Agreements as a Tool in Credit Union Merger Discussions KENT, Wash. (May 31, 2018)—Change-in-control agreements may be an underutilized means of helping to ensure an objective assessment of merger proposals in the credit union… Read More

Is Now the Right Time for Your Credit Union to Consider a Strategic Merger?

Is Now the Right Time for Your Credit Union to Merge?

One of the leading reasons credit unions engage in mergers is declining membership, according to a study conducted by the National Credit Union Administration (NCUA). It found that 47 percent of merging credit unions had negative member growth… Read More

Optimizing Credit Union Financial Health & Avoiding Merger Pitfalls

Merger Opportunities and Warning Signs

The word “merger” can incite a variety of feelings, emotions, and opinions from credit union leaders. Ideally, credit union board and executive team members have steadily been working to build an organization which is financially healthy and contributes… Read More

Credit Union Mergers: Celebrating the Success!

Credit Union Merger: Celebrate Success

For many business leaders, part of the American Dream is creating a company that is so successful it will one day be sold to a larger entity. While this goal is seen as part of a strategic investment… Read More

9 Ratios For Evaluating Whether Your Credit Union Should Consider A Merger

9 Ratios For Considering Whether Your Credit Union Should Consider A Merger

A board’s responsibilities are all-encompassing, but at the foundation of every decision the board makes should be devising ways to deliver great value to members while ensuring the safety and soundness of the credit union. The following nine… Read More