> Webinar: Credit Union Mergers: Pros, Cons, Due Diligence, Governance & More

Thursday, October 18, 2012
3:00 PM Eastern Daylight Time
4:30 PM


Are you considering a merger? Do you have the knowledge to evaluate if this is the right decision for your credit union? Mergers aren’t just for large credit unions. By not considering this opportunity, you might be missing out on a chance to grow your organization and its membership.

Leave any preconceived notions about mergers behind. With this webinar, you will learn crucial information about how a merger could help – or hurt – your credit union, and what management and the board should consider before engaging in merger discussions. Important due-diligence steps and how to begin merger considerations will be addressed. These insights will help you avoid common mistakes and determine if a merger is the right move for your credit union. Join us to learn more about this exciting growth opportunity.

Confidentiality: If you attend the live webinar, you are welcome to sign in with your initials only in order to keep your identity confidential.


  • Pros and cons of mergers – what to consider before making the decision
  • Critical due diligence steps you must take before agreeing to a merger
  • The most-common problems, issues, and mistakes – and how to avoid them
  • How to get started with merger considerations


This informative session is designed for volunteers and management wishing to learn more about mergers.

ABOUT THE PRESENTER – Bryan W. Mogensen, CPA, CliftonLarsonAllen LLP

Bryan Mogensen is an assurance partner at CliftonLarsonAllen LLP in Phoenix. In 1995, he joined CliftonLarsonAllen (formerly Clifton Gunderson). Over the past 19 years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations. As engagement partner, he is responsible for ensuring the work is performed as expected, reviewing key areas and reports, planning, supervising audit staff, etc.

Bryan frequently shares his knowledge through national speaking engagements. He is a licensed CPA in Arizona, California, Washington, and Wisconsin and a member of the AICPA and, ASCPA. Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.

PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone.  If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.


The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.

Can't attend the live webinar?  The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.

*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.

NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.

$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM

TIME: 3:00 p.m. - 4:30 p.m.

To register and pay by check, email mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.