Presenter: Bryan W. Mogensen, CPA, CliftonLarsonAllen LLP Date: Thursday, October 18, 2012 Time: 2:00 - 3:30 pm Central
Focus: 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.
What You Will Learn
Who Should Sign Up? This informative session is designed for volunteers and management wishing to learn more about mergers.
About the Presenter: 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.