Before any papers are signed, associations must do the work to understand one another—and themselves. This session dives into the essential pre-merger phases of due diligence and cultural alignment assessment. Participants will explore what is involved in sound financial due diligence, and how to regard this information alongside a healthy discussion of balancing risk with long-term strategic gain.

Key Topics:

• Partner evaluation criteria (mission alignment, financial health)
• Conducting thorough due diligence (legal, financial, operational)
• Identifying deal-breakers and risks