Credit Union Post-Merger Solution

Mission, Vision, Values

When credit unions make the decision to merge, the transition can be overwhelming. An important key to success is dedicating the time and resources needed to strategically manage all the moving pieces.

CU Holding works with newly merged credit unions in two- or three-day sessions to help them find their new shared mission, vision and values. Using various exercises led by CU Holding’s leadership team, we will lead a discussion which will establish a framework for the blended organization that supports the credit union’s long term goals. CU Holding’s wide array of CUSOs will provide both strategic planning, merger communication and branding solutions that meet the tactical needs of your credit union.

Larry Hayes, CEO of CU Holdings

Let’s start a conversation today.

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