Mergers have become an important self preservation tool for banks and financial institutions in the wake of the global financial crisis. These firms however face considerable challenges with respect to M&A activity and its potential negative impact on their customer bases. In the customer’s mind, it’s all about trust and confidence and people lose faith when they see mergers as a result of financial duress. Thus, it is necessary to lay out plans that can prevent consumer attrition and reassert confidence during the interim period.

How do mergers affect consumers of the banks involved? What factors erode consumer confidence on in the institutions and what can be done? The Knowledge Group is assembling a panel of distinguished professionals to help banks, financial institutions, and industry watchers understand the impact of bank mergers and to teach them how to retain consumers in these turbulent times.

Course Level: Intermediate Prerequisite: None Method Of Presentation: Group-Based-Internet Developer: The Knowledge Conference Recommended CLE/CPE Hours: 1.75 - 2.0 (Please note, your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date.) Advance Preparation: Print and review course materials Course Code: 093918 Course Fee: $199 - $299 NASBA Sponsor Number: 109004