Jennifer Banks-Goulart

Mergers and acquisitions (M&As) are often game-changing opportunities for growth, but they also bring significant challenges—especially when it comes to unifying organizational cultures. Aligning values, workflows, and employee experiences across merged entities is critical to ensuring long-term success. This panel will explore how banks and credit unions can create a cohesive and consistent culture post-M&A, keeping employees engaged, and messaging a consistent and cohesive brand to members old and new. From addressing differences in leadership styles to blending operational policies and maintaining employee morale, this session will provide actionable strategies for fostering alignment without sacrificing identity. Attendees will hear leaders’ best practices for:  

• Engaging employees during the transition to maintain morale, trust, and engagement during the integration process 
• crafting transparent communication plans that resonate with employees and stakeholders 
• taking home real-life lessons learned to sidestep common challenges