Jason Furer

Mergers and acquisitions (M&As) are transformative opportunities for growth, but they also present unique challenges in maintaining employee and customer engagement during transitions. This panel will explore how banks and credit unions can unify organizational cultures while ensuring minimal service disruptions, welcoming new employees and customers, and supporting existing talent and members. Industry leaders will share actionable strategies for creating a cohesive culture that aligns values, workflows, and experiences across merged entities. Learn how to foster trust and loyalty by listening to employees and customers, addressing concerns proactively, and crafting messaging that reflects the vision of a unified institution. The discussion will focus on: 

• Maintaining continuity during organizational changes to smooth out transitions and minimize disruptions 
• Empowering employees by using active listening and employee feedback tools to gather a true consensus of employee satisfaction and morale 
• Uniting cultures to create one driving force that can deliver on the organization’s mission 
• Positioning the merged entity as a world-class financial institution that prioritizes both internal cohesion and external excellence