Aug 09 '22

Webinar: So you want to talk about...mergers

Paul Dionne
Paul Dionne
Research Director
Filene Research Institute
Angela Hanson
Angela Hanson
President
Heartland Credit Union
Fred Hagerman
Fred Hagerman
SVP, Chief Operations Officer
Langley FCU
Linda White
Linda White
CEO
Upward Credit Union

Review the webinar materials from "So you want to talk about...mergers," hosted on August 9, 2022.

Paul Dionne
Paul Dionne
Research Director
Filene Research Institute
Angela Hanson
Angela Hanson
President
Heartland Credit Union
Fred Hagerman
Fred Hagerman
SVP, Chief Operations Officer
Langley FCU
Linda White
Linda White
CEO
Upward Credit Union

While many credit unions leverage mergers in their growth strategies, mergers are not guaranteed to be successful. Credit unions must do their due diligence. In this webinar, Filene was joined by a panel of credit union executives where they shared insights into the challenges and opportunities they faced when making the strategic decision to complete a merger. 

  • Watch the webinar recoding below.
  • Review the presentation deck here
  • Find even more resources on credit union mergers below.