Credit Union Merger Lessons from The Bachelor

 Business Development/Marketing  Leadership/Management

Registration and Pricing Information

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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Contestants on a reality show aren’t the only ones coming together to create interesting relationships these days. Credit unions are taking advantage of merger opportunities that present prosperous results for both (or multiple) parties. Just like dating, credit unions are courting each other in ways that extend beyond the traditional merger and acquisition process where a small or struggling credit union merges into one much larger.

We’ll look at unique examples of mergers like The Network Credit Union and Mergers of Equals to show you the new reality in credit union marriages. And these, unlike The Bachelor, don’t often end in a break up!

Program Length: 45 minutes

Who Should Attend

  • CEO
  • Board of Directors
  • Senior Management
  • Business Development
  • Operations
  • Security

Meet The Presenter:

As Impact Manager for the Filene Research Institute, Amy Eagan’s role is essentially to stay put while her team jet sets and drives results in credit unions across North America. As quarterback for the Impact area, Amy’s objective is to provide overall project management oversight to ensure service agreements are met and exceeded and overall outputs and commitments are exceptional.


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