> CFO Roundtable: Credit Union Mergers—Due Diligence and Accounting/Reporting

Monday, January 13, 2014
10:00 AM Eastern Daylight Time
12:30 PM


This roundtable session is designed for CFO and/or senior management who will need a working knowledge of purchase method business combination/ merger accounting under FASB standards. Learn about merger valuation principles, accounting requirements for day one and post merger. Explore best practice due diligence considerations for merger planning. 

Facilitator/Speaker: Ken Welch, CPA, Principal, Financial Institutions, CliftonLarsonAllen LLP
Ken is a lead Principal of CliftonLarsonAllen’s (CLA) northeast Financial Institutions Group. His primary responsibility is to facilitate and coordinate CLA’s financial institutions practice group on the east coast. Ken has over 36 years of public accounting experience in the financial institution and employee benefits industries. Ken is the audit and tax engagement partner for over 80 credit union and benefit plan audit engagements annually for institutions and plans ranging in asset size from $50 million to $2.5 billion. He assists with CLA’s national accounting and audit quality assurance reviews for financial institution engagements which he is not the engagement partner. Ken is regularly consulted and assists credit unions on merger acquisitions and valuation accounting and due diligence. 

Locations: NJ Credit Union League "live" and via Video Conferencing at Atlantic FCU and Members 1st of NJ FCU.

NJCUL                                Atlantic FCU                    Members 1st of NJ FCU
299 Ward Street                 37 Market Street               37 West Landis Avenue
Hightstown, NJ 08520       Kenilworth, NJ 07033     Vineland, NJ 08360

Time: 10:00 a.m. – 12:30 p.m.

Cost: $25, which includes lunch

Note: A 50% discount is available for all CUs under $10 million in assets. Contact Mary Zelinsky at mzelinksy@njcul.org or 800-792-8861 ext. 100 for details.

To register and pay by check, send an email to Mary Zelinsky at mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.