Name
Mergers as a Pathway for Growth, Resilience, and Service Expansion: A Panel Discussion
Description

As the credit union industry evolves, mergers are becoming an increasingly common path to growth, sustainability, and expanded member services. But mergers bring both opportunities and challenges — from aligning cultures and retaining staff to reassuring members and navigating regulatory hurdles.

In this candid 90-minute discussion, a panel of seasoned Credit Union CEOs will share firsthand experiences from leading their organizations through successful mergers. Hear what motivated their decisions, the toughest challenges they faced, and the lessons they wish they had known beforehand.

Attendees will gain insights into:

  • Evaluating when a merger makes strategic sense.
  • Communicating with members, employees, and boards throughout the process.
  • Managing cultural integration and leadership transitions.
  • Overcoming regulatory, operational, and technology challenges.
  • What the next five years may hold for credit union merger activity.
Jim Phelps
Date
Thursday, November 6, 2025
Time
3:15 PM - 4:45 PM