Merging With Another Bank? Check Your Reputations

Marketing & Sales

In the wake of the pandemic and the challenges that surfaced as a result, 2021 appears to be another year that banks consider merging with another financial institution. When two banks look to combine forces through an acquisition, the pace of negotiations means reputation risks and a well thought out communications strategy often gets overlooked. A significant portion of a deal’s value for the acquiring bank is often eroded by customer attrition due to poor pre- and post-merger communications with acquired customers.

Deciding to consolidate banks is a major decision. Not only should joining banks consider the merit, financials and culture of the banks, reputation risks and communications should be the cornerstone of any M&A strategy.

Who Should Attend: CEO, COO, CFO, Director of HR, Director of Marketing

Learning Objectives

  • Evaluate each banks’ reputations BEFORE a merger 
  • Consider the strength of both bank’s balance sheets, cultural similarities, and compatible technology and communication channels
  • Communications protocols and what to communicate internally to staff and customers
  • Timing strategy of the announcement 
  • Handling media and social media before, during and after the merger


Casey Boggs
ReputationUs is a reputation management and crisis response firm specializing in supporting the public relations efforts of financial institutions across the United States. Boggs is also a frequent presenter at Western Bankers Association events and is a member of the WBA’s Cyber Incident Response Team to prepare banks before, during and after a cyber-attack. Before forming RepUs, Boggs was president of LT Public Relations, directing the strategic communications efforts for corporations, financial institutions, and health care clients. Prior to LTPR, Boggs served as public relations director at the insurance giant AIG. Boggs also managed accounts for two of the world’s largest public relations firms, Waggener Edstrom and Weber Shandwick. Clients included Microsoft, JP Morgan, Bank of America, Credit Suisse and Allstate. 

Webinar Fees

Pricing For Price Web Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


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