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Back By Request! Through a case study,participants will develop a merger policy fora mock credit union, and experience mergernegotiations as part of a team exercise. Whenyou return to your credit union, in addition to having received the necessary information onhow to negotiate a successful merger, you will have gathered the information neccessary foryour board to develop a merger policy; both as a potential mergor or mergee.
ABOUT THIS CONFERENCE:
Register Early For Best Conference Rate!www.cuconferences.com
APRIL 24 – 27, 2017 ▼ SAN ANTONIO, TEXAS
Experience The Grace & Charm Of Omni LaMansión del Rio Hotel, The Enchantment Of TheRiverwalk, & The Thrill Of Fiesta San Antonio!
Now in its 6th year, the Credit Union MergersAnd Acquisitions Conference continues tobe one of our most popular conferences.
As you know, even though credit unionscontinue to get stronger & stronger, the numberof credit unions continues to decrease annually.
WHO WILL ATTEND: Credit Union CEOs ▼ Board of Directors ▼ Board Chairs ▼
Supervisory Committee Members ▼ Branch Managers ▼ And other leaders from yourcredit union who are concerned with the If’s, Why’s And How’s of a merger or acquisition.
“ The Ones In Red” Present Follow Us On:
#cuconferences
Educating The Credit Union Community V Since 1979exclusivelyCUCU
CONFERENCES®
CREDIT UNION
MERGERS AND ACQUISITIONSCONFERENCE Explore The “If’s, Why’s & How’s”
8:00 – 9:00 a.m. (GP) Sit-Down Breakfast9:00 a.m. – 12:30 p.m.
Introduction And UnderstandingThe Merger And Acquisition Process:
Is A Merger Or AcquisitionRight For Your Credit Union?
The decision to merge with another credit unionor to be acquired by another credit union is a majordecision for both the credit union and its members.This morning’s presentations and discussions willcover the overall strategies, accounting consider-ations, and legal issues that are involved in consid-ering a merger or acquisition. The morning isdesigned to give you an overview of the if’s, why’sand how’s of the merger decision.
Session Highlights:
t Why Do CU’s Merge – Mergor And Mergee t How To Find A Partner t Member Concerns t External Synergies t Internal Synergies t People Issues t Issues With “Getting It Done” t CEO Issues t Board Issues t Operations Issues t PR Issues t Cultural Issues t How They Really Get Done
5:00 – 6:00 p.m. Conference Registration
6:00 – 7:00 p.m. (GP)
Welcome Reception – Enjoy cocktails, lightdining & great conversation with conference parti-cipants, their guests and . . . “ The Ones In Red”
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CU CONFERENCES®
Registered Guests are welcome to attend these (GP) conference events
TUESDAY, APRIL 25, 2017
MONDAY, APRIL 24, 2017
CREDIT UNION MERGERSAND ACQUISITIONSCONFERENCE AGENDA
We have designed the agenda to give attendees ample amount
of time to not only interact with our expertpanel of speakers, but time to interactwith other attendees as well. There will begroup discussions throughout the confer-ence as well as a panel discussion with theconference presenters.
CU Conferences’ goal is to give you theviable information you need to take backto your credit union to lead you in the rightpath for a successful merger or acquisitionor the information you need to allow you tomake an educated decision on whether amerger is right for you and your members.
THIS IS NOORDINARYCONFERENCE!
“ Both presenters offered great insightand details on all that needs to be done tocomplete a successful merger. Whether
this will be your first merger or you havebeen through one before, this conference
will prepare you to be successful!”Mike Tomko, President/CEO,
Brightstar Credit Union
“ Very concise – well explained.A good amount of levity.”
Kerry Schrader, Director/Treasurer,Washington Gas Light Credit Union
“ Applies reality to an attractiveconcept – good primer, great stories/
examples and a lot to consider.”Joe Schmidt, Board Chair,Sharepoint Credit Union
“ Presenters provided info needed forcareful analysis of a merger possibilityas well as do’s & don’ts; and the many
key decisions that must be made.”Colin Battle, Board Chairman,
Brightstar Credit Union
Conference Mission Statement & Testimonials
Here’s What Attendees Had To SayAbout This Conference . . .
www.cuconferences.comCUCUCONFERENCES®
Tentative Schedule – subject to change
WEDNESDAY, APRIL 26, 2017
THURDAY, APRIL 27, 2017 ■ TRAVEL DAY
Have a Safe Trip Home!
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3:30 – 4:00 p.m. Conference Wrap-Up
Ask Questions. Share Ideas.Leave With Valuable Knowledge!
You’ve heard our experts individually, now seesynergy in action as they put their heads together
to answer your questions. It’s time to get theanswers you need not only from our expert
presenters, but from fellow attendees as well.
8:00 – 9:00 a.m. (GP) Sit-Down Breakfast9:00 a.m. – 12:15 p.m.
Now What?Yesterday our presenters started the day with an over-view of the merger and acquisition process and thengave you detailed information on the processes for asuccessful merger and acquisition transaction. Todaywe’ll continue our discussion from yesterday and thenallow time for a panel discussion with our presenters.
Key Topics of Discussion:
t Developing A Merger Strategy t How To Locate Potential Merger Partners t Legal & Accounting Issues Concerning A Merger t Operational Concerns
12:15 – 1:15 p.m. (GP) Sit-Down LuncheonEnjoy today’s sit-down luncheon as you continueto discuss the information you’ve been given by
our expert panel of presenters and other attendeesfrom credit unions across the country.
1:15 – 2:30 p.m.
Now What? (continued)
We will continue our presentation and discussion on“Now What?” This time will be used as a wrap-upfor discussing the final points for a successful mergeror acquisition. By now you will have received thevaluable information needed to make an educateddecision on whether or not a merger or acquisition isright for you.
2:30 – 3:30 p.m.
PANEL DISCUSSION
12:30 – 1:30 p.m. (GP) Sit-Down LuncheonEnjoy a delicious sit-down luncheon as you continue todiscuss this morning’s presentations and discussions.
Take advantage of this time to get better acquainted withyour fellow attendees as you continue to network.
1:30 – 3:30 p.m.
Introduction And Understanding The MergerAnd Acquisition Process (continued)
Now that you’ve had the time to digest the informationpresented this morning, we’ll continue the discussion inmore detail.
Session Highlights:
t Due Diligence Checklist n Intellectual Property n Risk Management n Capacity n Asset Verification n Liability Verification n Equity n Profitability n Cash Flow n Products & Services n Information Technology n Legal Issues n Regulatory Compliance n Policies & Procedures n Red Flag Events n When To Seek Legal Advice
t Accounting Component n Value Of Entity As A Whole n Value Of Assets And Liabilities n Core Deposit aluation n Increased Bookkeeping Requirements n Disclosure Requirements
3:30 – 4:30 p.m.
ROUNDTABLE DISCUSSIONAs you can see from today’s discussions and
presentations, there is a lot to considerwhen it comes to mergers and acquisitions.
We’ll utilize this time to break into small groupsand discuss those considerations and help find realsolutions you can bring back to your credit union.
4:30 – 4:45 p.m. Daily Wrap-Up
t t t ttt
ttttt t t t
TUESDAY, APRIL 25, 2017 (continued)
CREDIT UNION MERGERS AND ACQUISITIONS CONFERENCE AGENDA
CU CONFERENCES®
(continued)
PAGE 4
YOU CAN’T MISS US –“ WE’RE THE ONES IN RED”At CU Conferences® we’ve been dedicated to educating the credit union community exclusivelysince 1979. And we are proud to note that many who attend our conferences are loyal, repeatparticipants.
What sets us apart? The relaxed atmosphere, sit-down meals and meeting environments thatare perfect for plenty of networking and for allowing you the personal attention you deserve.Should you need anything at all while you’re at our conferences – if you have questions, problemsor even if you just want to shoot the breeze – look for a member of our CU Conferences® staff.
We appreciate your participation, and we are here to do whatever it takes to make yourconference experience a cut above the rest.
In other words, he’s done nearly every job inside a financial institution!
Denny’s real strength is the ability to facilitate, listen and propose practical solutions for his clients.As a frequent speaker at national, state and local conferences; he’s presented to literally hundredsof groups on a variety of topics related to FI Strategies’ core competencies.
Denny Graham is President and CEO of FI-Strategies, LLC,a St. Louis, Missouri–based consulting company specializingin helping its financial institution clients in strategic planning,sales effectiveness, incentive compensation, executivecoaching & operations improvement.
Before forming FI Strategies, Denny’s amazing background in financial services included:
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National sales manager for Schneider Sales Management, a nationwide sales consulting firmNational sales manager and management team member of Bank Administration Institute,the premier education organization for financial institutionsPresident and CEO of The Institute of Financial Education, a not-for-profit educationalfoundation for the Savings and Loan industrySenior VP and management committee member of a $1.5 billion, publicly traded thriftin St. Louis with 30 branchesServed as both SVP of consumer banking and SVP of human resourcesHeld positions as teller, new accounts officer, loan officer, business development officer,training director, sales manager and more
CONFERENCE PRESENTERS t t t t t t t t
CU CONFERENCES®
Jerry Tenbrink is a CPA and owner of the Certified Public Accounting Firm of J. Tenbrink& Associates. His firm specializes in providing various auditing and management consultingservices to over 100 credit unions ranging from less than $1 million to over $1 billion in assets.
He is a graduate of St. Mary of the Plains College with a Bachelor of Arts Degree in Accounting.Jerry is a Certified Public Accountant and is a member of the American Institute of Certified PublicAccounts. He has over twenty-seven years of audit and consulting experience in financial institutionswith the last twenty-five years solely dedicated to the credit union industry.
Jerry is a well-recognized speaker and educator in the credit union industry. His educational topicshave been presented at the local chapter level as well as the national level across the country. Hiseducational presentations for volunteers and management include basic duties and responsibilities,asset liability management, planning and budgeting, internal controls and fraud as well as specificaccounting and auditing issues affecting credit unions today. Working with credit unions on a day-to-day basis Tenbrink speaks on topics of particular relevance and usefulness to the credit union.
Denny GrahamPresident/CEO
FI-Strategies, LLC
Jerry TenbrinkCPA/Owner
J. Tenbrink & Associates
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www.cuconferences.com
Omni La Mansión del Rio Hotel
The Omni La Mansión del Riois nestled along the historicRiverwalk in downtown SanAntonio. Blending Spanishcolonial architecture & Europeanstyle, the four-diamond hotelembodies the grace and charmof a grand hacienda.
Built on three levels that de-scend to San Antonio’s festiveRiverwalk, it is a haven ofimpeccable service, tranquilsurroundings and is within easywalking distance of the fabledAlamo, El Mercado, La VillitaDistrict, Spanish GovernorsPalace and much more.
Reserve Your Room Now!Reserve your room online viaa special link at our website atwww.cuconferences.com. orby calling the Omni La Mansióndel Rio Hotel at 210-518-1000.Mention CU Conferences® forspecial rates* starting at $219per night.
Omni La Mansión del Rio Hotel
* Special room rates include FREE in-room Internet access and use of the fitness facility.Offer applies ONLY to reservations made within CU Conferences’ reserved room block.
Celebrate San Antonio’s RichHistory And Diverse Cultures!
HOTEL ACCOMMODATIONS: w
PAGE 5
w Due to the popularity of this conference and Fiesta San Antonio taking place duringthe conference, there is a good chance the Omni La Mansión del Rio Hotel will sell out.
It Is Highly Recommended That You Book Your Room Early! “The Party With A Purpose”April 20 – 30, 2017
Parades include Battle of Flowers– the oldest, largest (2nd in sizeonly to the Rose Bowl Tournamentof Roses® Parade) and only paradein the U.S. produced entirely bywomen; Flambeau Parade – aspectacular evening parade; andthe Texas Cavaliers River Paradewhere floats actually float downthe Riverwalk! Sprinkled amongSan Antonio’s many attractionsyou will find art fairs, culinarydelights and muscial events tosuit every taste.
Credit Union Mergers AndAcquisitions Conference isheld during Fiesta San Antonio.The celebration has grown froma one-parade event in 1891honoring the heroes of the Alamoand the Battle of San Jacinto intoone of the nation’s premierfestivals with over 100 uniqueevents sponsored by nonprofitorganizations – And More ThanHalf Of The Events Are Free!
GUEST PROGRAM: Only $225**CU Conferences® Credit Union Mergers And AcquisitionsConference Guest Program (GP) enables your registered guest to join youduring Monday’s Welcome Reception, Tuesday’s Sit–Down Breakfast& Luncheon, and Wednesday’s Sit–Down Breakfast & Luncheon.
** Separate Registration Required
CUCUCONFERENCES®
Omni La Mansión del Rio Hotel . 112 College Street . San Antonio, TX 78205 . 210-518-1000
■ The San Antonio International Airport (SAT) is approximately 20 minutes from Omni La Mansión del Rio Hotel■ Taxi ride is approximately $30 from the airport to the hotel■ Uber ride is approximately $20 from the airport to the hotel■ Valet parking is $42 a night with in and out privileges■ Public self-parking across the street is $10 daily with no in & out privileges
TRAVEL INFORMATION:
FOR HOTEL RESERVATIONS: w
w Please Note: Due to the popularity ofthis conference and Fiesta San Antonio
taking place during the conference,there is a good chance the Omni LaMansión del Rio Hotel will sell out.It Is Highly Recommended That You
Book Your Hotel Room Early!
2nd Participant Subtotal : $ ______________
❑ $1075
❑ $1125
❑ $1175
❑ $ 225
On or Before February 23, 2017
February 24 through March 23, 2017
March 24, 2017 And Beyond
Guest Program
1st Participant Subtotal : $ ______________
Name _______________________________________________________________
Title ________________________________________________________________
Nickname for ID Badge _________________________________________________
Address _____________________________________________________________
Guest Name _________________________________________________________
Spouse/Guest Nickname for ID Badge _____________________________________
TOTAL AMOUNT DUE: (Based On Registration Date Selected & Guest Program) $ ________________________
1ST PARTICIPANT:
Please Register Additional Conference Participants And Guests On Separate Sheet.
PAGE 6
CU CONFERENCES®
❑ $1075
❑ $1125
❑ $1175
❑ $ 225
2ND PARTICIPANT:
Name _______________________________________________________________
Title ________________________________________________________________
Nickname for ID Badge _________________________________________________
Address _____________________________________________________________
Guest Name _________________________________________________________
Spouse/Guest Nickname for ID Badge _____________________________________
3RD PARTICIPANT:
3rd Participant Subtotal : $ ______________
❑ $1075
❑ $1125
❑ $1175
❑ $ 225
Name _______________________________________________________________
Title ________________________________________________________________
Nickname for ID Badge _________________________________________________
Address _____________________________________________________________
Guest Name _________________________________________________________
Spouse/Guest Nickname for ID Badge _____________________________________
Credit Union Name ____________________________________________________________________________ Asset Size ________________________
Contact Person ____________________________________________ Contact Person’s E-mail ________________________________________________
Street Address _____________________________________________________ City __________________________ State ______ Zip ________________
Phone Number ( ______ ) _____________________________________ Fax Number ( ______ ) _______________________________________
CREDIT UNION INFORMATION:
METHOD OF PAYMENT:
(on back of card)
q ENCLOSED is my CHECK made payable to CU Conferences in the amount of: $ ___________________________
q CU Conferences® is authorized to CHARGE my q VISA q MASTERCARD in the amount of: $______________
Credit Card Number _____ /_____ /_____ /_____ Expiration Date ___ /___ 3-Digit CSV Code ________
Print Name __________________________ Signature _____________________________(as appears on card) (required to process charge)
UPCOMING CREDIT UNIONEDUCATIONAL CONFERENCE:
National Credit UnionConference For DirectorsAnd Senior Management
Atlantis ResortMay 17 – 21, 2017
Paradise Island, Bahamas
Follow Us On:
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Please Provide Your EmailAddress To Receive Conference
Materials And Updates
FOUR EASY WAYS TO REGISTER:
1. Online: www.cuconferences.com2. Fax: 888-328-20473. Call: 888-465-60104. Mail registration and payment to:
CU Conferences 8711 Watson Road, Ste 200 St. Louis, MO 63119
Cancellation Policy: If you need to cancelfor any reason, you are welcome to senda substitute. Or, if you cancel in writingat least 10 business days prior to theconference date, you will receive a fullrefund, less a $50 administrative fee.
There are no refunds for cancellations madeless than 10 business days prior to theconference date. However, your credit unionmay apply the paid registration fee to anyfuture conference. Registrants who do notattend are liable for the full conference fee.
Please Note: CU Conferences reserves theright to photograph official events & sessionsfor exclusive use in marketing materials
CUCUCONFERENCES®
FOR TRAVEL ASSISTANCE:
Altair Travel & Cruises: 800-264-3316M – F 8:30 a.m. – 5 p.m. CST.(Nominal Service Fee Applies)
Reserve your room early by callingOmni La Mansión del Rio Hotel
directly at 210-518-1000 or reserveonline via a special link at our website:
www.cuconferences.com . Pleasemention CU Conferences to receive
special rates as low as $219.*
* Special room rates include FREE in-roomInternet access and use of the fitness facility.
Offer applies ONLY to reservations madewithin CU Conferences’ reserved room block.
On or Before February 23, 2017
February 24 through March 23, 2017
March 24, 2017 And Beyond
Guest Program
On or Before February 23, 2017
February 24 through March 23, 2017
March 24, 2017 And Beyond
Guest Program
CREDIT UNION MERGERS AND ACQUISITIONS CONFERENCEAPRIL 24 – 27, 2017 ▼ Explore The “If’s, Why’s & How’s” ▼ SAN ANTONIO, TEXAS
Experience the luxury of Omni La Mansión del Rio Hotel,the enchantment of The Riverwalk, the thrill of Fiesta San Antonio.
Register Early And Receive The Best Conference Rate!
