Live Webinar: Developing Your Merger Strategy

Join GC’s Tom Glatt and Matt Griffiths on a CU Conferences live webinar. The webinar, broadcasting Thursday, August 13, 2020, from 2:00 – 3:00 p.m. Eastern Time, will cover merger strategy and relationships. Additional details and registration link below.

Mergers occur for many reasons. Organizations may need access to capital, a larger marketplace to fuel growth, greater diversification of customers to mitigate risk, additional leadership and job function skills, etc. Credit unions are no different. These same kinds of needs exist even in the cooperative business model environment. As a result, credit unions should always include merger as a strategy for addressing pressing needs. But to merge requires two parties that ideally complement one another. The question is, how do you find such a willing merger partner and engage them in forward looking merger dialogue?

In this Webinar, Glatt Consulting’s Tom Glatt and Matthew Griffiths, help you better understand the pre-outreach and development work you need to engage in, to ensure your merger efforts are successful.

Topics to be covered during this webinar include:

  • Establishing clear and reasonable expectations;
  • Defining your merger marketplace;
  • Determining when to include and exclude remote locations;
  • Setting up your “ask”;
  • Developing people relationships;
  • Tracking your efforts.


Image by Gerd Altmann from Pixabay

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