The Role of the Board in Mergers and Strategic Alliances

Course Objectives:

Describe the various types of transactions and their
potential benefits and risks.
Discuss the reasons that credit unions undertake a
merger or participate in a joint venture or strategic alliance
and how such transactions affect staff and members.
Evaluate merger opportunities when they arise.
Understand the importance of the due diligence process in
evaluating viable alternatives.

Target Audience: Credit union board members

Study time: 2.5 Hours

Author:
Ted Thames, CCE

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