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Building a Sense of Belonging – How Lasting Value is Created Before, During and After a Merger

July 28 @ 11:00 am - 12:00 pm

Don’t miss this interactive roundtable discussion. Guest speaker, David Neikrug, CEO of Optimatum Solutions in New York City will kickoff this session by explaining why financial institution leaders and merger integration teams should be focused on building a sense of belonging through strategic communications that prioritize employee culture.

This conversation is about more than integration plans or operational synergies. It’s about belonging. It’s about trust. And it’s about ensuring that as institutions evolve, the cooperative promise at the heart of credit unions grows stronger, not quieter.

Together, we’ll explore:

  • How CEOs are leading with empathy during times of change
  • What it takes to preserve identity while embracing transformation
  • How intentional communication and culture-building can turn uncertainty into confidence

This is not a panel. It’s not a presentation. It’s a candid exchange among leaders who believe that the future of credit unions depends not only on what we build—but on who we bring with us along the way.

Progress has never come from standing still. It comes when leaders choose to step forward, listen deeply, and shape the future together.

Webinar Details:

Date: July 28, 2026
Time: 11am-12pm

Speakers:
John Morada
Managing Director, M&A Integration
ALM First

Jessica Richardson-Isenegger
Managing Director, Strategic Solutions Group
ALM First

David Neikrug
CEO
Optimatum Solutions LLC

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